Vault-13

AEGON LTD AEG

AMER REG 1 CERT · NY Reg Shrs · CUSIP 0076CA104

254 institutional holders +16 vs Q3 2024
180,352,449180.4m shares reported held*
$1.1bnreported value*
21 new 66 added 89 reduced 15 sold out net bought ≈ $22.8m (+3.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $5.89. Options: 4 managers hold calls ($767.9k notional), 5 hold puts ($1.2m).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 2Q4 22: 2Q1 23: 3Q2 23: 2Q3 23: 19Q4 23: 211Q1 24: 221Q2 24: 236Q3 24: 238Q4 24: 254254Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 20222
Q4 20222
Q1 20233
Q2 20232
Q3 202319
Q4 2023211
Q1 2024221
Q2 2024236
Q3 2024238
Q4 2024254

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 23: 2 bought or addedQ1 23: 0 cut or sold outQ2 23: 0 bought or addedQ2 23: 2 cut or sold outQ2 23Q3 23: 15 bought or addedQ3 23: 0 cut or sold outQ4 23: 189 bought or addedQ4 23: 7 cut or sold outQ4 23Q1 24: 100 bought or addedQ1 24: 81 cut or sold outQ2 24: 122 bought or addedQ2 24: 70 cut or sold outQ2 24Q3 24: 100 bought or addedQ3 24: 93 cut or sold outQ4 24: 87 bought or addedQ4 24: 104 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 202320
Q2 202302
Q3 2023150
Q4 20231897
Q1 202410081
Q2 202412270
Q3 202410093
Q4 202487104

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ1 24 calls: $296.2kQ1 24 puts: $60.9kQ1 24P/C 0.21Q2 24 calls: $226.2kQ2 24 puts: $81.9kQ2 24P/C 0.36Q3 24 calls: $239.0kQ3 24 puts: $40.3kQ3 24P/C 0.17Q4 24 calls: $767.9kQ4 24 puts: $1.2mQ4 24P/C 1.57
Numbers
QuarterCallsPutsP/C
Q1 2024$296.2k$60.9k0.21
Q2 2024$226.2k$81.9k0.36
Q3 2024$239.0k$40.3k0.17
Q4 2024$767.9k$1.2m1.57

Biggest buyers

BNP PARIBAS FINANCIAL MARKETS Added +1,023,116+1.0m
OLD MISSION CAPITAL LLC Added +841,863+841.9k
GOLDMAN SACHS GROUP INC Added +821,180+821.2k
Cubist Systematic Strategies, LLC New +803,580+803.6k
UBS Group AG Added +711,375+711.4k
NORTHERN TRUST CORP Added +679,126+679.1k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Added +409,694+409.7k
CITADEL ADVISORS LLC Added +388,076+388.1k
MARSHALL WACE, LLP Added +387,085+387.1k
Point72 Asset Management, L.P. Added +355,671+355.7k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -556,157-556.2k
TODD ASSET MANAGEMENT LLC Sold out -537,800-537.8k
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Sold out -537,800-537.8k
MORGAN STANLEY Reduced -443,086-443.1k
MILLENNIUM MANAGEMENT LLC Reduced -285,922-285.9k
WELLINGTON MANAGEMENT GROUP LLP Reduced -266,280-266.3k
Optiver Holding B.V. Reduced -257,186-257.2k
CIBC WORLD MARKET INC. Reduced -242,931-242.9k
HRT FINANCIAL LP Sold out -141,780-141.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -121,838-121.8k

Biggest calls

CITADEL ADVISORS LLC Added $548.9k93.2k shares
GROUP ONE TRADING LLC Reduced $154.9k26.3k shares
SIMPLEX TRADING, LLC New $64.0k10.9k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $940.0k159.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $238.0k40.4k shares
SIMPLEX TRADING, LLC New $18.0k3.1k shares
Optiver Holding B.V. Reduced $11.8k2.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Vereniging Aegon Americas 13D · may seek influence +0.4 pts · filed 2026-10-16
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: At the extraordinary general meeting of the Issuer held on October 8, 2026 (the "EGM"), the shareholders of the Issuer approved the Resolutions (as defined in Amendment No. 14 to the Schedule 13D). On October 15, 2026, the VA Split (as defined in Amendment No. 13 to the Schedule 13D) was completed in accordance with the Framework Agreement (as defined in Amendment No. 13 to the Schedule 13D). Following the completion of the VA Split, the amendment of the Reporting Person's articles of association (the "VA Amendment") became effective and the Reporting Person was renamed Vereniging Aegon Americas. The VA Split did not involve any disposition of Common Shares by the Reporting Person, and the Reporting Person retained… Full filing
18.4% +0.4 pts 268.5m 2026-10-16

Fell to 5% or below in the last year: DODGE & COX (4.5%, 2026-05-14)

Insider purchases and sales in Q4 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q4 2024.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Dodge & Cox 0.40% of their portfolio San Francisco, CA 117,764,090117.8m $693.6m $693.6m 0.40% Reduced -20.0k -19,992
2 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio BOSTON, MA 6,341,7656.3m $37.4m $37.4m 0.03% Reduced -26.2k -26,230
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6,067,1706.1m $35.7m $35.7m 0.00% Reduced -443.1k -443,086
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,428,1555.4m $32.0m $32.0m 0.00% Added +32.0k +31,975
5 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 5,413,6075.4m $31.9m $31.9m 0.01% Added +298.7k +298,679
6 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 5,311,9875.3m $31.3m $31.3m 0.01% Added +821.2k +821,180
7 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 4,218,5114.2m $24.8m $24.8m 0.00% Reduced -266.3k -266,280
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 2,614,0442.6m $15.4m $15.4m 0.01% First filing
9 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio JUPITER, FL 1,895,8421.9m $11.2m $11.2m 0.04% Added +409.7k +409,694
10 GRACE & WHITE INC /NY 1.65% of their portfolio NY, NY 1,493,9621.5m $8.8m $8.8m 1.65% Unchanged
11 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,419,9401.4m $8.4m $8.4m 0.00% Added +679.1k +679,126
12 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 1,410,7561.4m $8.3m $8.3m 0.01% Added +387.1k +387,085
13 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 1,220,7861.2m $7.2m $7.2m 0.01% Added +1.0m +1,023,116
14 Summit Global Investments 0.38% of their portfolio BOUNTIFUL, UT 1,040,6681.0m $6.1m $6.1m 0.38% Added +100 +100
15 OLD MISSION CAPITAL LLC 0.14% of their portfolio CHICAGO, IL 1,028,7501.0m $6.1m $6.1m 0.14% Added +841.9k +841,863
16 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 912,556912.6k $5.4m $5.4m 0.00% Added +48.0k +47,962
17 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 854,507854.5k $5.0m $5.0m 0.00% Added +388.1k +388,076
18 Cubist Systematic Strategies, LLC 0.08% of their portfolio STAMFORD, CT 803,580803.6k $4.7m $4.7m 0.08% New
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 803,071803.1k $4.7m $4.7m 0.00% Added +711.4k +711,375
20 Optiver Holding B.V. 0.15% of their portfolio AMSTERDAM, P7 766,456766.5k $4.5m $4.5m 0.15% Reduced -257.2k -257,186
21 ABC ARBITRAGE SA 0.49% of their portfolio PARIS, I0 576,292576.3k $3.4m $3.4m 0.49% First filing
22 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 525,709525.7k $3.1m $3.1m 0.00% Reduced -285.9k -285,922
23 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 486,141486.1k $2.9m $2.9m 0.00% Added +2.6k +2,650
24 Point72 Asset Management, L.P. 0.01% of their portfolio STAMFORD, CT 378,200378.2k $2.2m $2.2m 0.01% Added +355.7k +355,671
25 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 372,605372.6k $2.2m $2.2m 0.00% Reduced -4.2k -4,247
26 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 366,490366.5k $2.2m $2.2m 0.00% Reduced -49.0k -49,002
27 FMR LLC 0.00% of their portfolio BOSTON, MA 362,073362.1k $2.1m $2.1m 0.00% Added +120.7k +120,674
28 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 349,134349.1k $2.1m $2.1m 0.00% Added +13.8k +13,799
29 Ethic Inc. 0.04% of their portfolio NEW YORK, NY 336,455336.5k $2.0m $2.0m 0.04% Reduced -12.1k -12,141
30 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 318,068318.1k $1.9m $1.9m 0.00% Reduced -242.9k -242,931
31 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 316,488316.5k $1.9m $1.9m 0.00% Added +110.8k +110,768
32 Dorsey Wright & Associates 0.44% of their portfolio PASADENA, CA 312,684312.7k $1.8m $1.8m 0.44% Reduced -98.2k -98,181
33 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 302,612302.6k $1.8m $1.8m 0.00% Reduced -556.2k -556,157
34 Employees Retirement System of Texas 0.01% of their portfolio AUSTIN, TX 289,691289.7k $1.7m $1.7m 0.01% Reduced -33.3k -33,266
35 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 283,207283.2k $1.7m $1.7m 0.00% New
36 Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1.00% of their portfolio SINGAPORE, U0 277,586277.6k $1.6m $1.6m 1.00% First filing
37 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 251,743251.7k $1.5m $1.5m 0.00% Reduced -50.5k -50,519
38 Vident Advisory, LLC 0.02% of their portfolio Alpharetta, GA 239,603239.6k $1.4m $1.4m 0.02% Reduced -14.5k -14,498
39 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 231,349231.3k $1.4m $1.4m 0.00% Reduced -9.0k -8,991
40 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 217,939217.9k $1.3m $1.3m 0.00% Reduced -2.5k -2,547
41 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 212,026212.0k $1.2m $1.2m 0.00% Added +948 +948
42 Hennion & Walsh Asset Management, Inc. 0.05% of their portfolio Parsippany, NJ 202,259202.3k $1.2m $1.2m 0.05% Added +68.3k +68,310
43 Laird Norton Wetherby Wealth Management, LLC 0.05% of their portfolio Seattle, WA 192,352192.4k $1.1m $1.1m 0.05% Reduced -2.2k -2,189
44 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 180,639180.6k $1.1m $1.1m 0.00% New
45 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 155,948155.9k $918.5k $918.5k 0.00% Reduced -15.9k -15,900
46 GREENLEAF TRUST 0.01% of their portfolio KALAMAZOO, MI 154,518154.5k $910.1k $910.1k 0.01% Unchanged
47 Mariner, LLC 0.00% of their portfolio Overland Park, KS 149,178149.2k $878.6k $878.6k 0.00% Reduced -9.9k -9,904
48 FIRST HAWAIIAN BANK 0.03% of their portfolio HONOLULU, HI 148,200148.2k $872.9k $872.9k 0.03% Unchanged
49 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 145,663145.7k $858.0k $858.0k 0.01% Added +1.8k +1,779
50 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 139,700139.7k $822.8k $822.8k 0.00% Added +124.0k +123,989
51 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 138,595138.6k $837.8k $837.8k 0.00% Reduced -10.4k -10,437
52 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 134,316134.3k $791.1k $791.1k 0.00% Added +27.4k +27,370
53 SIGNATUREFD, LLC 0.01% of their portfolio ATLANTA, GA 129,113129.1k $760.5k $760.5k 0.01% Reduced -3.7k -3,684
54 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 127,001127.0k $748.0k $748.0k 0.00% Reduced -1.5k -1,479
55 Crossmark Global Holdings, Inc. 0.01% of their portfolio HOUSTON, TX 126,041126.0k $742.0k $742.0k 0.01% Added +2.1k +2,094
56 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 118,607118.6k $698.0k $698.0k 0.00% New
57 XTX Topco Ltd 0.05% of their portfolio LONDON, X0 110,423110.4k $650.4k $650.4k 0.05% Added +17.3k +17,293
58 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 109,514109.5k $645.0k $645.0k 0.00% New
59 Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio OAKLAND, CA 109,368109.4k $644.2k $644.2k 0.01% Added +6.6k +6,603
60 DIVERSIFY WEALTH MANAGEMENT, LLC 0.05% of their portfolio SANDY, UT 109,220109.2k $648.8k $648.8k 0.05% Added +18.1k +18,084
61 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 107,065107.1k $630.6k $630.6k 0.00% Reduced -31.7k -31,671
62 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 103,388103.4k $606.2k $606.2k 0.01% Reduced -1.6k -1,650
63 Wealthstar Advisors, LLC 0.26% of their portfolio Plano, TX 102,086102.1k $601.3k $601.3k 0.26% First filing
64 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 101,065101.1k $595.2k $595.2k 0.00% Reduced -2.0k -2,031
65 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 90,68990.7k $534.2k $534.2k 0.00% Reduced -11.0k -11,015
66 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 89,32189.3k $526.1k $526.1k 0.01% Added +410 +410
67 QRG CAPITAL MANAGEMENT, INC. 0.01% of their portfolio BERWYN, PA 88,41388.4k $520.8k $520.8k 0.01% Added +5.2k +5,190
68 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 88,15988.2k $519.3k $519.3k 0.00% Added +18.4k +18,434
69 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 87,97988.0k $518.2k $518.2k 0.00% New
70 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 84,25084.2k $496.0k $496.0k 0.00% Reduced -2.4k -2,365
71 OLIO Financial Planning 0.17% of their portfolio MCLEAN, VA 84,14984.1k $495.6k $495.6k 0.17% New
72 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 82,23882.2k $484.4k $484.4k 0.00% Reduced -67.9k -67,856
73 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 80,68480.7k $475.2k $475.2k 0.00% Added +1.3k +1,342
74 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 80,17980.2k $472.3k $472.3k 0.00% Added +68.1k +68,054
75 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 76,16876.2k $448.6k $448.6k 0.00% Added +2.2k +2,241
76 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 75,52575.5k $445.0k $445.0k 0.00% Reduced -11.1k -11,142
77 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 74,28874.3k $438.0k $438.0k 0.00% Reduced -2.5k -2,515
78 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 72,00072.0k $424.1k $424.1k 0.00% Added +3.0k +3,039
79 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 71,18971.2k $419.3k $419.3k 0.00% Reduced -10.6k -10,597
80 AdvisorShares Investments LLC 0.08% of their portfolio BETHESDA, MD 70,71570.7k $416.5k $416.5k 0.08% Reduced -10.4k -10,390
81 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 68,00968.0k $400.6k $400.6k 0.00% Reduced -42.5k -42,506
82 Fulton Bank, N.A. 0.02% of their portfolio Lancaster, PA 67,45167.5k $397.3k $397.3k 0.02% Unchanged
83 Quantbot Technologies LP 0.01% of their portfolio NEW YORK, NY 65,29865.3k $384.6k $384.6k 0.01% Reduced -49.2k -49,178
84 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 64,97865.0k $382.7k $382.7k 0.00% Added +791 +791
85 HIGHLAND CAPITAL MANAGEMENT, LLC 0.02% of their portfolio MEMPHIS, TN 64,02764.0k $377.1k $377.1k 0.02% Reduced -1.8k -1,825
86 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 58,57558.6k $345.0k $345.0k 0.00% Reduced -2.4k -2,449
87 Ballentine Partners, LLC 0.01% of their portfolio Waltham, MA 57,90957.9k $341.1k $341.1k 0.01% Reduced -4.3k -4,335
88 Miller Investment Management, LP 0.04% of their portfolio WEST CONSHOHOCKEN, PA 57,01557.0k $335.8k $335.8k 0.04% Unchanged
89 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 56,93056.9k $335.3k $335.3k 0.00% Reduced -2.6k -2,558
90 Ellevest, Inc. 0.02% of their portfolio NEW YORK, NY 56,50556.5k $332.8k $332.8k 0.02% Reduced -7.2k -7,224
91 QUADRANT CAPITAL GROUP LLC 0.02% of their portfolio CINCINNATI, OH 49,80649.8k $293.4k $293.4k 0.02% Reduced -1.9k -1,906
92 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 49,32849.3k $290.5k $290.5k 0.01% Reduced -745 -745
93 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 46,19546.2k $272.1k $272.1k 0.00% Reduced -23.6k -23,640
94 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 45,71045.7k $269.2k $269.2k 0.00% Unchanged
95 EVERGREEN CAPITAL MANAGEMENT LLC 0.01% of their portfolio Bellevue, WA 44,97645.0k $264.9k $264.9k 0.01% Reduced -5.5k -5,473
96 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 44,50444.5k $262.1k $262.1k 0.00% Reduced -4.6k -4,645
97 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 43,82143.8k $258.1k $258.1k 0.00% Reduced -121.8k -121,838
98 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 40,00040.0k $235.6k $235.6k 0.00% New
99 Caprock Group, LLC 0.01% of their portfolio BOISE, ID 39,46839.5k $232.5k $232.5k 0.01% Reduced -1.8k -1,822
100 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 39,23639.2k $231.0k $231.0k 0.00% Reduced -4.4k -4,408