Aegon AEG Institutional Ownership

NYSE AEG

$8.35 +0.05 (+0.54%)

As of: Oct 13, 2026 · 2:33 PM EDT

Institutions by Trading Activity

305 Institutions

Increased 170 55.7%

Unchanged 80 26.2%

Reduced 55 18.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

7.87%

▼-0.46 pp QoQ

Shares Held by Institutions

122.22Mn

of 1.55Bn outstanding

▼-5.55% QoQ

Shares Outstanding

1.55Bn

1.43Bn held outside 13F filers

Institutional Investors

305

filed 13F for Jun 2026

▲+20 vs prior quarter

Net Shares Added (QoQ)

-7.18Mn

distributed since last quarter

Value of Holdings

$1.01Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Aegon Ltd. (NYSE:AEG) counted 305 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

These investors held 7.87% of outstanding shares in Q2 2026, down from 8.33% the quarter before.
Total shares held in AEG fell 5.55% from Q1 2026; the number of holders rose 16.41% from Q2 2025.
Of these 305 holders, 170 added to their positions, 55 reduced their stakes and 80 left their positions unchanged.
Altogether, institutional holders owned 122.22Mn AEG shares at the end of Q2 2026, down 7.18Mn from the prior quarter and down 59.53Mn from a year earlier.
Dodge & Cox held the largest position in AEG at 44.64Mn shares as of June 30, 2026, or 2.87% of shares outstanding.
Holders that added the most shares of Aegon in Q2 2026 were Qube Research & Technologies Ltd (+2.57Mn shares), JPMorgan Chase & Co (+1.55Mn shares), Dimensional Fund Advisors LP (+1.29Mn shares), Quantinno Capital Management LP (+827.27K shares) and Goldman Sachs Group Inc (+757.28K shares).
The biggest cuts to AEG positions during Q2 2026 came from Dodge & Cox (-5.92Mn shares), Morgan Stanley (-4.6Mn shares), BNP Paribas Financial Markets (-1.45Mn shares), Jane Street Group, LLC (-1Mn shares) and Arrowstreet Capital, Limited Partnership (-815.01K shares).
Per Business Quant data, the 10 largest holders of Aegon at the end of Q2 2026 were Dodge & Cox (44.64Mn shares), Dimensional Fund Advisors LP (13.04Mn shares), Morgan Stanley (5.92Mn shares), Goldman Sachs Group Inc (5.32Mn shares), BlackRock, Inc. (5.18Mn shares), Arrowstreet Capital, Limited Partnership (4.82Mn shares), Qube Research & Technologies Ltd (2.8Mn shares), JPMorgan Chase & Co (2.6Mn shares), Quantinno Capital Management LP (2.56Mn shares) and Raymond James Financial Inc (2.47Mn shares).

Form 13F Holdings

306 Institutional Holders

Report period 30 Jun, 2026

Total shares held 122.22Mn

Of outstanding 7.87%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	DODGE & COX	0000200217	44,635,184	2.87%	▼5,921,325	-11.71%	$376.72Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	13,035,922	0.84%	▲1,294,211	+11.02%	$110.02Mn
3	Morgan Stanley	0000895421	5,920,668	0.38%	▼4,600,122	-43.72%	$49.97Mn
4	Goldman Sachs Group Inc	0000886982	5,319,698	0.34%	▲757,276	+16.60%	$44.90Mn
5	BlackRock, Inc.	0002012383	5,184,353	0.33%	▼108,905	-2.06%	$43.76Mn
6	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	4,816,831	0.31%	▼815,013	-14.47%	$40.65Mn
7	Qube Research & Technologies Ltd	0001729829	2,803,232	0.18%	▲2,574,489	+1,125.49%	$23.66Mn
8	Jpmorgan Chase & Co	0000019617	2,601,423	0.17%	▲1,551,234	+147.71%	$21.77Mn
9	Quantinno Capital Management LP	0001759654	2,562,619	0.17%	▲827,268	+47.67%	$21.63Mn
10	Raymond James Financial Inc	0000720005	2,467,916	0.16%	▲16,401	+0.67%	$20.83Mn
11	UBS Group AG	0001610520	2,409,801	0.16%	▼332,065	-12.11%	$20.34Mn
12	JANE STREET GROUP, LLC	0001595888	2,301,343	0.15%	▼1,002,045	-30.33%	$19.42Mn
13	ABC ARBITRAGE SA	0002049221	1,563,550	0.10%	▼543,535	-25.80%	$13.20Mn
14	AMERICAN CENTURY COMPANIES INC	0000748054	1,483,401	0.10%	▲88,731	+6.36%	$12.52Mn
15	Northern Trust Corp	0000073124	1,453,467	0.09%	▼50,723	-3.37%	$12.27Mn
16	AQR CAPITAL MANAGEMENT LLC	0001167557	1,183,752	0.08%	▲395,043	+50.09%	$9.99Mn
17	ACADIAN ASSET MANAGEMENT LLC	0000916542	992,340	0.06%	▲992,340	0.00%	$8.37K
18	VOLORIDGE INVESTMENT MANAGEMENT, LLC	0001556921	966,559	0.06%	▼260,399	-21.22%	$8.16Mn
19	GRACE & WHITE INC /NY	0000903064	964,276	0.06%	▼143,021	-12.92%	$8.14Mn
20	Private Wealth Asset Management, LLC	0001883006	900,000	0.06%	0	0.00%	$7.60Mn

Showing 1 to 20 of 306 holders