Aegon Ltd.
Aegon Ltd. (AEG) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · AEG · as of Sep 30, 2025
Ownership Breakdown
286
Institutional Holders
▲ 17 vs Q2
$1.50B
Total Inst. Value
▲ $63.18M vs Q2
1.51B
Shares Outstanding
freeFloat 99.42%
187.59M
13F Shares Held
▼ 10.68M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
AEG largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
DODGE & COX life insurance | 85.78M | 5.25% | 5.25% | $685.41B | Nov 13, 2025 | ▼ 2.95M |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP life insurance | 16.94M | 1.04% | 1.04% | $135.37B | Nov 13, 2025 | ▼ 4.06M |
MORGAN STANLEY life insurance | 13.85M | 84.73% | 84.73% | $110.67B | May 27, 2026 | ▲ 1.22M |
DIMENSIONAL FUND ADVISORS LP life insurance | 9.87M | 60.37% | 60.37% | $78.85B | Nov 12, 2025 | ▲ 2.13M |
BLACKROCK, INC. life insurance | 5.43M | 33.23% | 33.23% | $43.40B | Nov 12, 2025 | ▲ 131.2K |
GOLDMAN SACHS GROUP INC life insurance | 5.24M | 32.03% | 32.03% | $41.84B | Nov 14, 2025 | ▲ 1.50M |
BNP PARIBAS ARBITRAGE, SNC life insurance | 4.90M | 30.00% | 30.00% | $39.18B | Nov 13, 2025 | ▼ 1.27M |
VOLORIDGE INVESTMENT MANAGEMENT, LLC life insurance | 4.38M | 26.82% | 26.82% | $35.03B | Nov 14, 2025 | ▼ 2.42M |
RAYMOND JAMES FINANCIAL INC life insurance | 2.38M | 14.57% | 14.57% | $19.03B | Nov 14, 2025 | ▼ 51.1K |
OPTIVER HOLDING B.V. life insurance | 2.25M | 13.74% | 13.74% | $17.94B | Nov 10, 2025 | ▲ 2.25M |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
23
Increased
+10.65M shares6
New Positions
first time holders19
Decreased
−20.37M shares0
Sold Out
fully exitedNet shares change (top 50)
9.72M
+10.65M / −20.37M
Net new holders
+10
6 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
AEG insider trading · insider activity
Source: SEC Form 4
0
Buy transactions
5
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Ramsay Caroline Frances director | May 7, 2026 | Tax Withhold | 2,552 | $8.36 | $21.3K | 10.7K | Form 4 ↗ |
Russell Duncan James Chief Financial Officer | Mar 25, 2026 | Tax Withhold | 59,926 | $7.15 | $428.5K | 463.0K | Form 4 ↗ |
Russell Duncan James Chief Financial Officer | Mar 25, 2026 | Tax Withhold | 61,678 | $7.15 | $441.1K | 461.2K | Form 4 ↗ |
Fawcett Karen director | Mar 25, 2026 | Tax Withhold | 2,632 | $7.15 | $18.8K | 8.8K | Form 4 ↗ |
Wellauer Thomas Peter director | Mar 25, 2026 | Tax Withhold | 2,632 | $7.15 | $18.8K | 11.2K | Form 4 ↗ |
Friese Eilard Chief Executive Officer | Mar 25, 2026 | Tax Withhold | 100,521 | $7.15 | $718.8K | 612.8K | Form 4 ↗ |
Fuller Wilford H. See Remarks | Mar 25, 2026 | Tax Withhold | 221,990 | $7.15 | $1.59M | 2.09M | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Aegon Ltd. (AEG) is primarily owned by institutional investors, who hold approximately 12.4% of total shares outstanding. Company insiders own approximately 0.58%, while retail and public investors account for the remaining 87.01%.
The largest institutional shareholder of Aegon Ltd. is DODGE & COX, holding approximately 85.78 million shares — equal to 5.25% of outstanding shares — as of September 30, 2025.
A total of 286 institutional investors currently hold AEG stock, with a combined institutional value of approximately $1.50 billion as of the most recent 13F filing period.
Frequently asked questions
AEG ownershipAegon Ltd. (AEG) is primarily owned by institutional investors, who hold approximately 12.4% of shares. The largest shareholder is DODGE & COX with a 5.25% stake. Company insiders hold 0.58%. Data sourced from SEC Form 13F as of September 30, 2025.