Aegon Ltd. — Institutional Ownership
Which tracked institutions hold AEG, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
24
Funds holding
$231086707
Total value held
Buying
16 added/new · 6 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | $49970443 | 5920668 | -4600122 | -43.72% |
| 2 | Goldman Sachs Group Inc | $44898250 | 5319698 | +757276 | +16.60% |
| 3 | Blackrock, Inc. | $43755936 | 5184353 | -108905 | -2.06% |
| 4 | Jpmorgan Chase & Co | $21773911 | 2601423 | +1551234 | +147.71% |
| 5 | Raymond James Financial Inc | $20829210 | 2467916 | +16401 | +0.67% |
| 6 | Ubs Group Ag | $20338721 | 2409801 | +2409801 | NEW BUY |
| 7 | Northern Trust Corp | $12267262 | 1453467 | -50723 | -3.37% |
| 8 | Bank Of America Corp /De/ | $6422128 | 760916 | +398508 | +109.96% |
| 9 | Us Bancorp \De\ | $3696804 | 438010 | -736 | -0.17% |
| 10 | Pnc Financial Services Group, Inc. | $1900156 | 225137 | +4278 | +1.94% |
| 11 | Sei Investments Co | $1650042 | 195505 | -217467 | -52.66% |
| 12 | Wells Fargo & Company/Mn | $1422681 | 168564 | +5164 | +3.16% |
| 13 | Royal Bank Of Canada | $688000 | 81496 | +7617 | +10.31% |
| 14 | Bank Of Montreal /Can/ | $320408 | 37963 | -463177 | -92.42% |
| 15 | Stifel Financial Corp | $283559 | 33597 | +33597 | NEW BUY |
| 16 | Franklin Resources Inc | $275659 | 32661 | +498 | +1.55% |
| 17 | Truist Financial Corp | $179881 | 21313 | +876 | +4.29% |
| 18 | Invesco Ltd. | $136821 | 16211 | +16211 | NEW BUY |
| 19 | State Street Corp | $113602 | 13085 | — | Held |
| 20 | M&T Bank Corp | $110888 | 13105 | +114 | +0.88% |
| 21 | Citigroup Inc | $27590 | 3269 | +2506 | +328.44% |
| 22 | Fifth Third Bancorp | $16526 | 1958 | — | Held |
| 23 | Itau Unibanco Holding S.A. | $7343 | 870 | +870 | NEW BUY |
| 24 | Zions Bancorporation, National Association /Ut/ | $886 | 105 | +105 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.