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, Q3 2021
Institutional positions in Aon plc as of Sep 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
- 917
- +19 vs. Q2 2021
- Shares held
- 200.2M
- −23.0M (−10.3%) vs. Q2 2021
- Total value
- $57.2B
- +$3.91B (+7.3%) vs. Q2 2021
- New holders
- 104
- 293 more added
- Sold out
- 85
- 350 more reduced
14 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 375 | $107.0K | 0.07% | +375 | New |
| State of Wyoming | 383 | $109.0K | 0.07% | −159−29.3% | Reduced |
| Central Trust Co | 393 | $112.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 398 | $114.0K | 0.03% | +48+13.7% | Added |
| Assetmark, Inc | 401 | $115.0K | 0.00% | +69+20.8% | Added |
| Howe & Rusling Inc | 411 | $117.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 418 | $119.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 421 | $120.0K | 0.03% | −3−0.7% | Reduced |
| Zions Bancorporation, N.A. | 447 | $128.0K | 0.01% | +367+458.8% | Added |
| First Horizon Advisors, Inc. | 455 | $130.0K | 0.00% | +137+43.1% | Added |
| Covington Capital Management | 478 | $137.0K | 0.01% | −359−42.9% | Reduced |
| West Paces Advisors Inc. | 481 | $137.5K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 487 | $141.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 500 | $143.0K | 0.11% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 728 | $150.0K | 0.00% | −603−45.3% | Reduced |
| Ellevest, Inc. | 530 | $151.0K | 0.01% | −7−1.3% | Reduced |
| Magellan Asset Management Ltd | 532 | $152.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 532 | $152.0K | 0.10% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 545 | $156.0K | 0.03% | +67+14.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 573 | $164.0K | 0.00% | +128+28.8% | Added |
| TCI Wealth Advisors, Inc. | 580 | $166.0K | 0.03% | −6−1.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 607 | $173.0K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 614 | $175.0K | 0.02% | −36−5.5% | Reduced |
| Smithfield Trust Co | 626 | $176.0K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 659 | $188.0K | 0.28% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 705 | $201.0K | 0.00% | +705 | New |
| Courier Capital LLC | 715 | $204.0K | 0.02% | −762−51.6% | Reduced |
| Carroll Financial Associates, Inc. | 717 | $204.0K | 0.01% | −144−16.7% | Reduced |
| Mather Group, LLC. | 721 | $206.0K | 0.00% | −190−20.9% | Reduced |
| Jump Financial, LLC | 720 | $206.0K | 0.01% | −166−18.7% | Reduced |
| Woodard & Co Asset Management Group Inc | 720 | $206.0K | 0.13% | +720 | New |
| Keel Point, LLC | 722 | $206.0K | 0.03% | +722 | New |
| McKinley Carter Wealth Services, Inc. | 720 | $206.0K | 0.02% | +720 | New |
| Steel Peak Wealth Management LLC | 721 | $206.0K | 0.01% | +721 | New |
| Austin Private Wealth, LLC | 726 | $207.0K | 0.04% | +726 | New |
| TRUE Private Wealth Advisors | 735 | $210.0K | 0.03% | +735 | New |
| Tradition Wealth Management, LLC | 743 | $212.0K | 0.03% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 742 | $212.0K | 0.11% | +742 | New |
| Lakeview Capital Partners, LLC | 744 | $213.0K | 0.10% | +744 | New |
| Pineno Levin & Ford Asset Management, Inc. | 750 | $214.0K | 0.07% | +750 | New |
| Curated Wealth Partners LLC | 748 | $214.0K | 0.12% | +748 | New |
| Graypoint LLC | 752 | $215.0K | 0.03% | −175−18.9% | Reduced |
| Great Diamond Partners, LLC | 754 | $215.0K | 0.06% | +754 | New |
| New Capital Management LP | 741 | $216.0K | 0.12% | +741 | New |
| Centiva Capital, LP | 758 | $217.0K | 0.02% | −4,690−86.1% | Reduced |
| Park National Corp | 770 | $220.0K | 0.01% | +770 | New |
| Independent Advisor Alliance | 769 | $220.0K | 0.01% | +769 | New |
| Harvest Fund Management Co., Ltd | 776 | $221.0K | 0.05% | +319+69.8% | Added |
| ACG Wealth | 776 | $222.0K | 0.03% | +776 | New |
| River Wealth Advisors LLC | 777 | $222.0K | 0.04% | +777 | New |
| Sage Mountain Advisors LLC | 784 | $224.0K | 0.03% | +784 | New |
| Dowling & Yahnke LLC | 787 | $225.0K | 0.01% | +787 | New |
| Asset Management Corp | 791 | $226.0K | 0.14% | −183−18.8% | Reduced |
| Chicago Partners Investment Group LLC | 758 | $227.0K | 0.02% | +758 | New |
| Penserra Capital Management LLC | 801 | $228.0K | 0.00% | +78+10.8% | Added |
| JT Stratford LLC | 799 | $228.0K | 0.07% | +799 | New |
| Capital Bank & Trust Co | 801 | $229.0K | 7.74% | −547,200−99.9% | Reduced |
| Cobblestone Capital Advisors LLC | 800 | $229.0K | 0.02% | +800 | New |
| Hendershot Investments Inc. | 800 | $229.0K | 0.04% | +800 | New |
| Main Street Research LLC | 810 | $231.0K | 0.02% | +810 | New |
| Geller Advisors LLC | 812 | $232.0K | 0.05% | +812 | New |
| EP Wealth Advisors, LLC | 813 | $232.0K | 0.01% | +813 | New |
| Financial Engines Advisors L.L.C. | 827 | $236.0K | 0.00% | +827 | New |
| 6 Meridian | 830 | $237.0K | 0.02% | −86−9.4% | Reduced |
| Flagship Harbor Advisors, LLC | 1,000 | $239.0K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 834 | $239.0K | 0.01% | +834 | New |
| Welch & Forbes LLC | 850 | $243.0K | 0.00% | −150−15.0% | Reduced |
| Center for Financial Planning, Inc. | 853 | $244.0K | 0.06% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 859 | $245.0K | 0.05% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 858 | $245.0K | 0.02% | +6+0.7% | Added |
| Atlantic Union Bankshares Corp | 862 | $246.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 865 | $247.0K | 0.01% | +203+30.7% | Added |
| SkyView Investment Advisors, LLC | 870 | $249.0K | 0.07% | +864+14,400.0% | Added |
| Oppenheimer & Co Inc | 881 | $252.0K | 0.00% | +45+5.4% | Added |
| Fulcrum Equity Management | 888 | $254.0K | 0.10% | +888 | New |
| Ontario Teachers Pension Plan Board | 895 | $256.0K | 0.00% | −660−42.4% | Reduced |
| Altfest L J & Co Inc | 900 | $257.0K | 0.05% | −433−32.5% | Reduced |
| Hemenway Trust Co LLC | 900 | $257.0K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 898 | $257.0K | 0.09% | +82+10.0% | Added |
| Windsor Group LTD | 888 | $258.0K | 0.05% | +46+5.5% | Added |
| Old Mission Investment Co LLC | 905 | $258.6K | 0.10% | −12−1.3% | Reduced |
| Edgestream Partners, L.P. | 914 | $261.0K | 0.02% | −117−11.3% | Reduced |
| Dakota Wealth Management | 914 | $261.0K | 0.03% | +914 | New |
| Bluestein R H & Co | 916 | $262.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 922 | $263.0K | 0.03% | −7−0.8% | Reduced |
| Pioneer Trust Bank N A | 919 | $263.0K | 0.08% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 925 | $264.0K | 0.02% | +925 | New |
| Strategic Wealth Partners, Ltd. | 928 | $265.0K | 0.08% | +10+1.1% | Added |
| Clearstead Advisors, LLC | 942 | $269.0K | 0.02% | +310+49.1% | Added |
| Allworth Financial LP | 943 | $269.0K | 0.00% | +892+1,749.0% | Added |
| Hallmark Capital Management Inc | 948 | $271.0K | 0.02% | +948 | New |
| Cornerstone Advisory, LLC | 952 | $272.0K | 0.05% | 00.0% | Unchanged |
| Putnam Investments LLC | 954 | $273.0K | 0.00% | 00.0% | Unchanged |
| Intrua Financial, LLC | 862 | $273.0K | 0.05% | +39+4.7% | Added |
| Smith, Moore & Co. | 964 | $275.0K | 0.04% | 00.0% | Unchanged |
| McLean Asset Management Corp | 863 | $276.0K | 0.11% | +863 | New |
| Norris Perne & French LLP | 970 | $277.0K | 0.02% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 968 | $277.0K | 0.02% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 984 | $281.0K | 0.01% | −8,632−89.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 989 | $283.0K | 0.00% | −109−9.9% | Reduced |