AEG Institutional Ownership & Shareholders
AEGON LTD-NY REG SHR (AEG) is currently held by 308 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.04B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Dodge & Cox Stock Fund is currently the largest disclosed institutional shareholder of AEG tracked by InsiderSet, reporting ownership valued at approximately $376.72M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $370.47M, representing an estimated loss of -1.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed AEG value among the investors covered in this analysis. Major shareholders include Dodge & Cox Stock Fund, Dimensional Fund Advisors Lp, Morgan Stanley, and several other long-term asset managers with concentrated positions in AEGON LTD-NY REG SHR (AEG).
This page ranks the largest institutional AEG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
308
Total Reported Value
$1.04B
Largest Holder
Dodge & Cox Stock Fund
Largest Position
$376.72M
Insider Transactions (90d)
9
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.20% | 44,635,184 | $376,720,953 | $370,472,027 | -$6,248,926 | -1.66% |
| Dimensional Fund Advisors Lp | 0.02% | 12,746,951 | $110,015,658 | $105,799,693 | -$4,215,965 | -3.83% | |
| Morgan Stanley | 0.00% | 5,920,668 | $49,970,443 | $49,141,544 | -$828,899 | -1.66% | |
| Goldman Sachs Group Inc | 0.00% | 5,319,698 | $44,898,250 | $44,153,493 | -$744,757 | -1.66% | |
| Blackrock, Inc. | 0.00% | 5,184,353 | $43,755,936 | $43,030,130 | -$725,806 | -1.66% | |
| Arrowstreet Capital, Limited Partnership | 0.02% | 4,816,831 | $40,654,054 | $39,979,697 | -$674,357 | -1.66% | |
| Qube Research & Technologies Ltd | 0.03% | 2,803,232 | $23,659,278 | $23,266,826 | -$392,452 | -1.66% | |
| Jpmorgan Chase & Co | 0.00% | 2,601,423 | $21,773,911 | $21,591,811 | -$182,100 | -0.84% | |
| Quantinno Capital Management Lp | 0.03% | 2,562,619 | $21,628,512 | $21,269,738 | -$358,774 | -1.66% | |
| Raymond James Financial Inc | 0.01% | 2,467,916 | $20,829,210 | $20,483,703 | -$345,507 | -1.66% | |
| Ubs Group Ag | 0.00% | 2,409,801 | $20,338,721 | $20,001,348 | -$337,373 | -1.66% | |
| Jane Street Group, Llc | 0.01% | 2,301,343 | $19,423,335 | $19,101,147 | -$322,188 | -1.66% | |
| Abc Arbitrage Sa | 1.80% | 2,127,083 | $18,356,726 | $17,654,789 | -$701,937 | -3.82% | |
| American Century Companies Inc | 0.01% | 1,483,401 | $12,519,904 | $12,312,228 | -$207,676 | -1.66% | |
| Northern Trust Corp | 0.00% | 1,453,467 | $12,267,262 | $12,063,776 | -$203,486 | -1.66% | |
| Aqr Capital Management Llc | 0.00% | 1,183,752 | $9,990,868 | $9,825,142 | -$165,726 | -1.66% | |
| Gw Henssler & Associates Ltd | 0.39% | 1,042,790 | $8,999,279 | $8,655,157 | -$344,122 | -3.82% | |
| Voloridge Investment Management, Llc | 0.03% | 966,559 | $8,157,758 | $8,022,440 | -$135,318 | -1.66% | |
| Private Wealth Asset Management, Llc | 0.73% | 900,000 | $7,596,000 | $7,470,000 | -$126,000 | -1.66% | |
| Capital Fund Management S.A. | 0.05% | 853,589 | $7,204,291 | $7,084,789 | -$119,502 | -1.66% | |
| Creative Planning | 0.00% | 805,907 | $6,954,980 | $6,689,028 | -$265,952 | -3.82% | |
| Marshall Wace, Llp | 0.01% | 815,153 | $6,879,891 | $6,765,770 | -$114,121 | -1.66% | |
| Grace & White Inc | 1.11% | 787,912 | $6,799,681 | $6,539,670 | -$260,011 | -3.82% | |
| Bank Of America Corp | 0.00% | 760,916 | $6,422,128 | $6,315,603 | -$106,525 | -1.66% | |
| Oppenheimer & Co Inc | 0.06% | 619,982 | $5,350,445 | $5,145,851 | -$204,594 | -3.82% | |
| Two Sigma Investments, Lp | 0.00% | 597,288 | $5,041,111 | $4,957,490 | -$83,621 | -1.66% | |
| Mackenzie Financial Corp | 0.01% | 554,454 | $4,784,938 | $4,601,968 | -$182,970 | -3.82% | |
| O'Shaughnessy Asset Management, Llc | 0.02% | 481,842 | $4,066,746 | $3,999,289 | -$67,457 | -1.66% | |
| Hrt Financial Lp | 0.01% | 455,527 | $3,844,000 | $3,780,874 | -$63,126 | -1.64% | |
| Old Mission Capital Llc | 0.09% | 407,100 | $3,435,924 | $3,378,930 | -$56,994 | -1.66% | |
| Optiver Holding B.V. | 0.05% | 389,897 | $3,290,731 | $3,236,145 | -$54,586 | -1.66% | |
| Cibc World Market Inc. | 0.01% | 367,806 | $3,104,283 | $3,052,790 | -$51,493 | -1.66% | |
| Us Bancorp \De\ | 0.00% | 352,094 | $3,038,572 | $2,922,380 | -$116,192 | -3.82% | |
| Charles Schwab Investment Management Inc | 0.00% | 341,835 | $2,885,087 | $2,837,231 | -$47,856 | -1.66% | |
| Tower Research Capital Llc (Trc) | 0.07% | 338,445 | $2,856,476 | $2,809,094 | -$47,382 | -1.66% | |
| Ethic Inc. | 0.03% | 283,252 | $2,444,465 | $2,350,992 | -$93,473 | -3.82% | |
| Hennion & Walsh Asset Management, Inc. | 0.07% | 282,601 | $2,438,847 | $2,345,588 | -$93,259 | -3.82% | |
| Fmr Llc | 0.00% | 358,050 | $2,359,551 | $2,971,815 | +$612,264 | +25.95% | |
| Commonwealth Equity Services, Llc | 0.00% | 271,350 | $2,341,750 | $2,252,205 | -$89,545 | -3.82% | |
| Vident Advisory, Llc | 0.02% | 276,535 | $2,333,959 | $2,295,241 | -$38,719 | -1.66% | |
| Mainstay Capital Management Llc | 0.19% | 247,697 | $2,137,625 | $2,055,885 | -$81,740 | -3.82% | |
| Pnc Financial Services Group, Inc. | 0.00% | 220,969 | $1,906,963 | $1,834,043 | -$72,920 | -3.82% | |
| Mariner, Llc | 0.00% | 209,646 | $1,769,142 | $1,740,062 | -$29,080 | -1.64% | |
| Vanguard Fiduciary Trust Co | 0.00% | 209,487 | $1,768,070 | $1,738,742 | -$29,328 | -1.66% | |
| Quadrant Capital Group Llc | 0.05% | 206,071 | $1,716,571 | $1,710,389 | -$6,182 | -0.36% | |
| Mercer Global Advisors Inc | 0.00% | 203,013 | $1,713,434 | $1,685,008 | -$28,426 | -1.66% | |
| Sei Investments Co | 0.00% | 195,505 | $1,650,042 | $1,622,692 | -$27,350 | -1.66% | |
| Citadel Advisors Llc | 0.00% | 193,088 | $1,629,663 | $1,602,630 | -$27,033 | -1.66% | |
| Focus Partners Wealth | 0.00% | 190,472 | $1,609,025 | $1,580,918 | -$28,107 | -1.75% | |
| Laird Norton Wetherby Trust Company, Llc | 0.03% | 178,115 | $1,546,431 | $1,478,355 | -$68,076 | -4.40% |
Frequently asked questions about AEG
Who are the largest institutional holders of AEG?
The largest institutional holders of AEG reported in the latest SEC Form 13F filings include Dodge & Cox Stock Fund, Dimensional Fund Advisors Lp, Morgan Stanley, Goldman Sachs Group Inc, and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported AEG position.
What is AEG institutional ownership?
This page tracks AEG positions reported by institutional investment managers through SEC Form 13F. AEGON LTD-NY REG SHR (AEG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AEG?
InsiderSet currently tracks 308 institutional managers reporting AEG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AEG shareholders.
How much AEG stock do institutions own?
Institutional investment managers disclosed approximately $1.04B in AEG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AEG institutional ownership last updated?
The latest AEG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AEG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AEG position after the reporting date.
Are institutions buying or selling AEG?
Institutional buying and selling can be analyzed by comparing AEG positions across consecutive 13F reporting periods. InsiderSet's AEG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AEG ownership changes.
How has AEG institutional ownership changed over time?
InsiderSet tracks AEG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.