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 | 1,266 | $60.6B |
| Q4 2025 | 1,289 | $66.7B |
| Q3 2025 | 1,255 | $66.3B |
| Q2 2025 | 1,233 | $69.3B |
| Q1 2025 | 1,276 | $77.1B |
| Q4 2024 | 1,196 | $69.1B |
| Q3 2024 | 1,149 | $66.1B |
| Q2 2024 | 1,111 | $55.4B |
| Q1 2024 | 1,087 | $57.4B |
| Q4 2023 | 1,067 | $49.8B |
| Q3 2023 | 1,049 | $56.4B |
| Q2 2023 | 1,025 | $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 |
|---|---|---|---|---|---|
| MPS Loria Financial Planners, LLC | 1,082 | $309.0K | 0.14% | 00.0% | Unchanged |
| Hudock, Inc. | 1,074 | $307.0K | 0.09% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 1,041 | $297.0K | 0.03% | +1,041 | New |
| Abacus Planning Group, Inc. | 1,029 | $294.0K | 0.09% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,034 | $294.0K | 0.05% | +202+24.3% | Added |
| Brighton Jones LLC | 1,018 | $291.0K | 0.02% | −65−6.0% | Reduced |
| Integrated Investment Consultants, LLC | 1,017 | $291.0K | 0.09% | +88+9.5% | Added |
| O'Brien Greene & Co. Inc | 1,010 | $289.0K | 0.11% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,013 | $289.0K | 0.01% | +1,013 | New |
| Arete Wealth Advisors, LLC | 1,011 | $289.0K | 0.03% | +1,011 | New |
| Connors Investor Services Inc | 1,000 | $286.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $286.0K | 0.12% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 1,000 | $286.0K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,000 | $286.0K | 0.05% | +1,000 | New |
| Tiemann Investment Advisors, LLC | 996 | $285.0K | 0.14% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,000 | $285.0K | 0.28% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 989 | $283.0K | 0.00% | −109−9.9% | Reduced |
| Kempen Capital Management N.V. | 984 | $281.0K | 0.01% | −8,632−89.8% | Reduced |
| 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 |
| McLean Asset Management Corp | 863 | $276.0K | 0.11% | +863 | New |
| Smith, Moore & Co. | 964 | $275.0K | 0.04% | 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 |
| Cornerstone Advisory, LLC | 952 | $272.0K | 0.05% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 948 | $271.0K | 0.02% | +948 | New |
| 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 |
| Strategic Wealth Partners, Ltd. | 928 | $265.0K | 0.08% | +10+1.1% | Added |
| Summit Trail Advisors, LLC | 925 | $264.0K | 0.02% | +925 | New |
| 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 |
| Bluestein R H & Co | 916 | $262.0K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 914 | $261.0K | 0.02% | −117−11.3% | Reduced |
| Dakota Wealth Management | 914 | $261.0K | 0.03% | +914 | New |
| Old Mission Investment Co LLC | 905 | $258.6K | 0.10% | −12−1.3% | Reduced |
| Windsor Group LTD | 888 | $258.0K | 0.05% | +46+5.5% | Added |
| 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 |
| Ontario Teachers Pension Plan Board | 895 | $256.0K | 0.00% | −660−42.4% | Reduced |
| Fulcrum Equity Management | 888 | $254.0K | 0.10% | +888 | New |
| Oppenheimer & Co Inc | 881 | $252.0K | 0.00% | +45+5.4% | Added |
| SkyView Investment Advisors, LLC | 870 | $249.0K | 0.07% | +864+14,400.0% | Added |
| Signaturefd, LLC | 865 | $247.0K | 0.01% | +203+30.7% | Added |
| Atlantic Union Bankshares Corp | 862 | $246.0K | 0.02% | 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 |
| Center for Financial Planning, Inc. | 853 | $244.0K | 0.06% | 00.0% | Unchanged |
| Welch & Forbes LLC | 850 | $243.0K | 0.00% | −150−15.0% | Reduced |
| Flagship Harbor Advisors, LLC | 1,000 | $239.0K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 834 | $239.0K | 0.01% | +834 | New |
| 6 Meridian | 830 | $237.0K | 0.02% | −86−9.4% | Reduced |
| Financial Engines Advisors L.L.C. | 827 | $236.0K | 0.00% | +827 | New |
| Geller Advisors LLC | 812 | $232.0K | 0.05% | +812 | New |
| EP Wealth Advisors, LLC | 813 | $232.0K | 0.01% | +813 | New |
| Main Street Research LLC | 810 | $231.0K | 0.02% | +810 | 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 |
| Penserra Capital Management LLC | 801 | $228.0K | 0.00% | +78+10.8% | Added |
| JT Stratford LLC | 799 | $228.0K | 0.07% | +799 | New |
| Chicago Partners Investment Group LLC | 758 | $227.0K | 0.02% | +758 | New |
| Asset Management Corp | 791 | $226.0K | 0.14% | −183−18.8% | Reduced |
| Dowling & Yahnke LLC | 787 | $225.0K | 0.01% | +787 | New |
| Sage Mountain Advisors LLC | 784 | $224.0K | 0.03% | +784 | New |
| ACG Wealth | 776 | $222.0K | 0.03% | +776 | New |
| River Wealth Advisors LLC | 777 | $222.0K | 0.04% | +777 | New |
| Harvest Fund Management Co., Ltd | 776 | $221.0K | 0.05% | +319+69.8% | Added |
| Park National Corp | 770 | $220.0K | 0.01% | +770 | New |
| Independent Advisor Alliance | 769 | $220.0K | 0.01% | +769 | New |
| Centiva Capital, LP | 758 | $217.0K | 0.02% | −4,690−86.1% | Reduced |
| New Capital Management LP | 741 | $216.0K | 0.12% | +741 | New |
| Graypoint LLC | 752 | $215.0K | 0.03% | −175−18.9% | Reduced |
| Great Diamond Partners, LLC | 754 | $215.0K | 0.06% | +754 | 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 |
| Lakeview Capital Partners, LLC | 744 | $213.0K | 0.10% | +744 | New |
| Tradition Wealth Management, LLC | 743 | $212.0K | 0.03% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 742 | $212.0K | 0.11% | +742 | New |
| TRUE Private Wealth Advisors | 735 | $210.0K | 0.03% | +735 | New |
| Austin Private Wealth, LLC | 726 | $207.0K | 0.04% | +726 | New |
| 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 |
| 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 |
| Personal Capital Advisors Corp | 705 | $201.0K | 0.00% | +705 | New |
| Dougherty Wealth Advisers LLC | 659 | $188.0K | 0.28% | 00.0% | Unchanged |
| Smithfield Trust Co | 626 | $176.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 614 | $175.0K | 0.02% | −36−5.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 607 | $173.0K | 0.05% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 580 | $166.0K | 0.03% | −6−1.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 573 | $164.0K | 0.00% | +128+28.8% | Added |
| Deseret Mutual Benefit Administrators | 545 | $156.0K | 0.03% | +67+14.0% | Added |
| Magellan Asset Management Ltd | 532 | $152.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 532 | $152.0K | 0.10% | 00.0% | Unchanged |