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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 355 | $84.0K | 0.02% | +12+3.5% | Added |
| Private Capital Group, LLC | 350 | $84.0K | 0.02% | +33+10.4% | Added |
| Whittier Trust Co of Nevada Inc | 355 | $85.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 393 | $94.0K | 0.00% | −6−1.5% | Reduced |
| Howe & Rusling Inc | 411 | $98.0K | 0.01% | −29−6.6% | Reduced |
| CVA Family Office, LLC | 409 | $98.0K | 0.03% | +244+147.9% | Added |
| Bedel Financial Consulting, Inc. | 418 | $100.0K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 424 | $101.0K | 0.03% | +256+152.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 445 | $106.0K | 0.00% | −28−5.9% | Reduced |
| Harvest Fund Management Co., Ltd | 457 | $109.0K | 0.01% | +257+128.5% | Added |
| Deseret Mutual Benefit Administrators | 478 | $114.0K | 0.03% | +478 | New |
| West Paces Advisors Inc. | 481 | $114.8K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 487 | $116.0K | 0.00% | −134−21.6% | Reduced |
| Addison Advisors LLC | 500 | $119.0K | 0.10% | +500 | New |
| Glassman Wealth Services | 520 | $124.0K | 0.03% | +520 | New |
| Magellan Asset Management Ltd | 532 | $127.0K | 0.00% | −324−37.9% | Reduced |
| Carolina Wealth Advisors, LLC | 532 | $127.0K | 0.09% | 00.0% | Unchanged |
| Ellevest, Inc. | 537 | $128.0K | 0.01% | −49−8.4% | Reduced |
| State of Wyoming | 542 | $129.0K | 0.08% | +51+10.4% | Added |
| Spire Wealth Management | 549 | $131.0K | 0.00% | −81−12.9% | Reduced |
| Castleview Partners, LLC | 550 | $131.0K | 0.06% | +550 | New |
| TCI Wealth Advisors, Inc. | 586 | $140.0K | 0.02% | −20−3.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 607 | $145.0K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 626 | $149.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 632 | $151.0K | 0.01% | +24+3.9% | Added |
| Manchester Capital Management LLC | 650 | $155.0K | 0.02% | +70+12.1% | Added |
| Dougherty Wealth Advisers LLC | 659 | $157.0K | 0.23% | 00.0% | Unchanged |
| Signaturefd, LLC | 662 | $158.0K | 0.01% | +43+6.9% | Added |
| Penserra Capital Management LLC | 723 | $172.0K | 0.00% | +149+26.0% | Added |
| Tradition Wealth Management, LLC | 743 | $177.0K | 0.03% | +743 | New |
| Agf Investments Inc. | 776 | $185.0K | 0.00% | +776 | New |
| KB Financial Partners, LLC | 816 | $195.0K | 0.07% | +37+4.7% | Added |
| Berman Capital Advisors, LLC | 832 | $198.0K | 0.03% | +129+18.3% | Added |
| Covington Capital Management | 837 | $200.0K | 0.01% | +133+18.9% | Added |
| Oppenheimer & Co Inc | 836 | $200.0K | 0.00% | +836 | New |
| Windsor Group LTD | 842 | $201.0K | 0.04% | +842 | New |
| XTX Topco Ltd | 848 | $202.0K | 0.07% | +848 | New |
| Colonial Trust Advisors | 850 | $203.0K | 0.02% | +850 | New |
| Venture Visionary Partners LLC | 852 | $203.0K | 0.02% | +852 | New |
| Center for Financial Planning, Inc. | 853 | $204.0K | 0.05% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 861 | $205.0K | 0.01% | +1+0.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 859 | $205.0K | 0.05% | +859 | New |
| Atlantic Union Bankshares Corp | 862 | $206.0K | 0.02% | +862 | New |
| Jump Financial, LLC | 886 | $211.0K | 0.02% | −999−53.0% | Reduced |
| Kestra Private Wealth Services, LLC | 895 | $214.0K | 0.01% | −12−1.3% | Reduced |
| Hemenway Trust Co LLC | 900 | $215.0K | 0.02% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 915 | $218.0K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 911 | $218.0K | 0.01% | −3−0.3% | Reduced |
| Old Mission Investment Co LLC | 917 | $218.9K | 0.09% | 00.0% | Unchanged |
| 6 Meridian | 916 | $219.0K | 0.02% | −31−3.3% | Reduced |
| Bluestein R H & Co | 916 | $219.0K | 0.01% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 919 | $219.0K | 0.06% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 919 | $219.0K | 0.07% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 918 | $219.0K | 0.07% | +918 | New |
| Angeles Investment Advisors, LLC | 922 | $220.0K | 0.01% | +922 | New |
| Boston Private Wealth LLC | 925 | $221.0K | 0.00% | +15+1.6% | Added |
| Integrated Investment Consultants, LLC | 929 | $221.0K | 0.06% | +34+3.8% | Added |
| Graypoint LLC | 927 | $221.0K | 0.03% | +927 | New |
| SeaCrest Wealth Management, LLC | 929 | $222.0K | 0.03% | −4−0.4% | Reduced |
| Intrua Financial, LLC | 823 | $225.0K | 0.05% | +823 | New |
| Cornerstone Advisory, LLC | 952 | $227.0K | 0.04% | 00.0% | Unchanged |
| Smith, Moore & Co. | 964 | $230.0K | 0.03% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 968 | $231.0K | 0.02% | 00.0% | Unchanged |
| Asset Management Corp | 974 | $232.0K | 0.15% | +2+0.2% | Added |
| Norris Perne & French LLP | 970 | $232.0K | 0.02% | 00.0% | Unchanged |
| Putnam Investments LLC | 954 | $232.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 984 | $235.0K | 0.09% | −4,050−80.5% | Reduced |
| Advisors Asset Management, Inc. | 989 | $236.0K | 0.00% | +99+11.1% | Added |
| Valley Brook Capital Group | 1,000 | $238.0K | 0.23% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 996 | $238.0K | 0.11% | 00.0% | Unchanged |
| Inverness Counsel LLC | 997 | $238.0K | 0.01% | +997 | New |
| Machina Capital S.A.S. | 998 | $238.0K | 0.40% | +998 | New |
| Connors Investor Services Inc | 1,000 | $239.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $239.0K | 0.07% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 1,000 | $239.0K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,000 | $239.0K | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,000 | $239.0K | 0.00% | +1,000 | New |
| O'Brien Greene & Co. Inc | 1,010 | $241.0K | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co | 1,011 | $241.0K | 0.00% | +15+1.5% | Added |
| Edgestream Partners, L.P. | 1,031 | $246.0K | 0.01% | −1,972−65.7% | Reduced |
| Abacus Planning Group, Inc. | 1,029 | $246.0K | 0.08% | −945−47.9% | Reduced |
| Qtron Investments LLC | 1,046 | $250.0K | 0.06% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,057 | $252.0K | 0.04% | +100+10.4% | Added |
| Hudock, Inc. | 1,074 | $256.0K | 0.08% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,083 | $258.0K | 0.00% | −87−7.4% | Reduced |
| Moors & Cabot, Inc. | 1,081 | $258.0K | 0.02% | −29−2.6% | Reduced |
| MPS Loria Financial Planners, LLC | 1,082 | $258.0K | 0.12% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,080 | $258.0K | 0.04% | +1,080 | New |
| Brighton Jones LLC | 1,083 | $259.0K | 0.01% | +1,083 | New |
| Financial Counselors Inc | 1,091 | $260.0K | 0.01% | −22−2.0% | Reduced |
| Global Retirement Partners, LLC | 1,095 | $261.0K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,098 | $262.0K | 0.00% | +1,098 | New |
| Barrett Asset Management, LLC | 1,100 | $263.0K | 0.01% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 1,110 | $265.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,116 | $266.0K | 0.01% | −581−34.2% | Reduced |
| Integrated Wealth Concepts LLC | 1,114 | $266.0K | 0.01% | −373−25.1% | Reduced |
| Annandale Capital, LLC | 1,123 | $268.0K | 0.16% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 1,133 | $270.0K | 0.09% | −296−20.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,139 | $272.0K | 0.04% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 1,153 | $275.0K | 0.14% | 00.0% | Unchanged |