Aon plc
AON- Exchange
- NYSE
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0000315293
In the last 90 days, Aon plc insiders filed 1 open-market purchase and 3 sales; 1,273 institutions reported holding it in 13F filings for Q2 2026, worth $63.9B in total; 4 superinvestors hold it, including Viking Global Investors and Baupost Group.
13F holders, Q2 2021
Institutional positions in Aon plc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 912
- +4 vs. Q1 2021
- Shares held
- 223.7M
- +1.23M (+0.6%) vs. Q1 2021
- Total value
- $53.4B
- +$2.24B (+4.4%) vs. Q1 2021
- New holders
- 82
- 353 more added
- Sold out
- 78
- 289 more reduced
11 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AON on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,273 | $63.9B |
| Q1 2026 | 1,265 | $60.6B |
| Q4 2025 | 1,288 | $66.7B |
| Q3 2025 | 1,254 | $66.3B |
| Q2 2025 | 1,232 | $69.3B |
| Q1 2025 | 1,275 | $77.1B |
| Q4 2024 | 1,195 | $69.1B |
| Q3 2024 | 1,148 | $66.1B |
| Q2 2024 | 1,110 | $55.4B |
| Q1 2024 | 1,086 | $57.4B |
| Q4 2023 | 1,066 | $49.8B |
| Q3 2023 | 1,048 | $56.4B |
| Q2 2023 | 1,024 | $61.2B |
| Q1 2023 | 1,014 | $55.7B |
| Q4 2022 | 1,034 | $52.6B |
| Q3 2022 | 950 | $48.4B |
| Q2 2022 | 966 | $49.5B |
| Q1 2022 | 985 | $61.2B |
| Q4 2021 | 995 | $56.5B |
| Q3 2021 | 917 | $57.2B |
| Q2 2021 | 912 | $53.4B |
| Q1 2021 | 919 | $51.4B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WestEnd Advisors, LLC | – | $716 | 0.00% | – | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 6 | $1.00K | 0.00% | +6 | New |
| Strategic Blueprint, LLC | 5 | $1.00K | 0.00% | +5 | New |
| HighMark Wealth Management LLC | 9 | $2.00K | 0.00% | −4−30.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 14 | $3.00K | 0.00% | −12−46.2% | Reduced |
| First Bank & Trust | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 12 | $3.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 13 | $3.10K | 0.00% | −14−51.9% | Reduced |
| Rocky Mountain Advisers, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 17 | $4.00K | 0.00% | +17 | New |
| Glen Eagle Advisors, LLC | 21 | $5.01K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 27 | $6.00K | 0.00% | −5−15.6% | Reduced |
| Wolff Wiese Magana LLC | 27 | $6.00K | 0.00% | +5+22.7% | Added |
| Cordasco Financial Network | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 29 | $7.00K | 0.00% | +29 | New |
| Evolution Wealth Advisors, LLC | 33 | $8.00K | 0.00% | −105−76.1% | Reduced |
| Tortoise Investment Management, LLC | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 34 | $8.00K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 37 | $9.00K | 0.00% | −1−2.6% | Reduced |
| Baldwin Brothers Inc | 42 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 42 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 44 | $11.0K | 0.00% | −7−13.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 47 | $11.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 44 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 44 | $11.0K | 0.00% | +44 | New |
| Creative Financial Designs Inc | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 51 | $12.0K | 0.00% | +1+2.0% | Added |
| Carolinas Wealth Consulting LLC | 49 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 51 | $12.0K | 0.00% | +51 | New |
| Institutional & Family Asset Management, LLC | 55 | $13.0K | 0.00% | −125−69.4% | Reduced |
| Prestige Wealth Management Group LLC | 55 | $13.0K | 0.00% | −4−6.8% | Reduced |
| Trust Co of Vermont | 61 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 68 | $16.0K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 69 | $16.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 71 | $17.0K | 0.00% | +44+163.0% | Added |
| BDO Wealth Advisors, LLC | 77 | $18.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 80 | $19.0K | 0.00% | −30−27.3% | Reduced |
| Arkadios Wealth Advisors | 82 | $19.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 87 | $21.0K | 0.00% | −25−22.3% | Reduced |
| Tarbox Family Office, Inc. | 91 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 92 | $22.0K | 0.00% | +92 | New |
| Heritage Wealth Advisors | 95 | $22.7K | 0.00% | −3,792−97.6% | Reduced |
| NEXT Financial Group, Inc | 96 | $23.0K | 0.00% | −193−66.8% | Reduced |
| Davidson Kempner Capital Management LP | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 103 | $24.6K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 106 | $25.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 106 | $25.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 106 | $25.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 108 | $26.0K | 0.01% | +57+111.8% | Added |
| First Horizon Corp | 117 | $27.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 116 | $28.0K | 0.00% | +86+286.7% | Added |
| WealthShield Partners, LLC | 126 | $30.0K | 0.00% | +96+320.0% | Added |
| Earnest Partners LLC | 133 | $32.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 136 | $32.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 138 | $33.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 147 | $35.0K | 0.00% | −849−85.2% | Reduced |
| Pinnacle Wealth Advisors | 147 | $35.0K | 0.00% | +147 | New |
| Gemmer Asset Management LLC | 164 | $39.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 173 | $41.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 175 | $41.8K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 173 | $44.0K | 0.04% | +173 | New |
| Burleson & Company, LLC | 200 | $48.0K | 0.01% | −130−39.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 200 | $48.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 200 | $48.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 211 | $50.0K | 0.01% | +55+35.3% | Added |
| Global Financial Private Client, LLC | 222 | $53.0K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 226 | $54.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 242 | $57.0K | 0.00% | −590−70.9% | Reduced |
| True Link Financial Advisors, LLC | 17 | $58.0K | 0.01% | – | – |
| Montag A & Associates Inc | 250 | $60.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 261 | $62.0K | 0.01% | −28−9.7% | Reduced |
| Farmers & Merchants Investments Inc | 272 | $65.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 271 | $65.0K | 0.01% | +271 | New |
| Lindbrook Capital, LLC | 276 | $66.0K | 0.01% | +10+3.8% | Added |
| Cary Street Partner Investment Advisory LLC | 280 | $67.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 282 | $67.0K | 0.01% | +282 | New |
| Bollard Group LLC | 291 | $69.0K | 0.00% | +1+0.3% | Added |
| Bay Harbor Wealth Management, LLC | 293 | $70.0K | 0.03% | +1+0.3% | Added |
| Versant Capital Management, Inc | 298 | $71.0K | 0.03% | −26−8.0% | Reduced |
| First Horizon Advisors, Inc. | 318 | $74.0K | 0.00% | +12+3.9% | Added |
| Savior LLC | 316 | $75.0K | 0.06% | −35−10.0% | Reduced |
| Hexagon Capital Partners LLC | 329 | $79.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 332 | $79.0K | 0.00% | +59+21.6% | Added |
| Trustcore Financial Services, LLC | 333 | $80.0K | 0.01% | +64+23.8% | Added |
| Harbour Investments, Inc. | 333 | $80.0K | 0.00% | +194+139.6% | Added |
| Washington Trust Co | 352 | $84.0K | 0.00% | −1−0.3% | Reduced |