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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 530 | $151.0K | 0.01% | −7−1.3% | Reduced |
| TD Ameritrade Investment Management, LLC | 728 | $150.0K | 0.00% | −603−45.3% | Reduced |
| Addison Advisors LLC | 500 | $143.0K | 0.11% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 487 | $141.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 481 | $137.5K | 0.05% | 00.0% | Unchanged |
| Covington Capital Management | 478 | $137.0K | 0.01% | −359−42.9% | Reduced |
| First Horizon Advisors, Inc. | 455 | $130.0K | 0.00% | +137+43.1% | Added |
| Zions Bancorporation, N.A. | 447 | $128.0K | 0.01% | +367+458.8% | Added |
| SOA Wealth Advisors, LLC. | 421 | $120.0K | 0.03% | −3−0.7% | Reduced |
| Bedel Financial Consulting, Inc. | 418 | $119.0K | 0.04% | 00.0% | Unchanged |
| Howe & Rusling Inc | 411 | $117.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 401 | $115.0K | 0.00% | +69+20.8% | Added |
| Private Capital Group, LLC | 398 | $114.0K | 0.03% | +48+13.7% | Added |
| Central Trust Co | 393 | $112.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 383 | $109.0K | 0.07% | −159−29.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 375 | $107.0K | 0.07% | +375 | New |
| Washington Trust Co | 352 | $101.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 345 | $98.6K | 0.01% | +250+263.2% | Added |
| Trustcore Financial Services, LLC | 333 | $95.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 329 | $94.0K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 329 | $94.0K | 0.05% | +329 | New |
| Harbour Investments, Inc. | 316 | $90.0K | 0.00% | −17−5.1% | Reduced |
| Wolverine Asset Management LLC | 316 | $90.0K | 0.00% | +74+30.6% | Added |
| Versant Capital Management, Inc | 295 | $84.0K | 0.03% | −3−1.0% | Reduced |
| Lindbrook Capital, LLC | 294 | $84.0K | 0.02% | +18+6.5% | Added |
| Bollard Group LLC | 291 | $83.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 286 | $82.0K | 0.01% | +4+1.4% | Added |
| Consolidated Planning Corp | 282 | $81.0K | 0.05% | +282 | New |
| Farmers & Merchants Investments Inc | 277 | $79.0K | 0.00% | +5+1.8% | Added |
| Whittier Trust Co of Nevada Inc | 265 | $76.0K | 0.00% | −90−25.4% | Reduced |
| Column Capital Advisors, LLC | 261 | $75.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 250 | $71.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 234 | $67.0K | 0.01% | +138+143.8% | Added |
| Oakworth Capital, Inc. | 226 | $65.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 229 | $65.0K | 0.01% | +185+420.5% | Added |
| Global Financial Private Client, LLC | 222 | $64.6K | 0.03% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 225 | $64.0K | 0.01% | +225 | New |
| Patriot Financial Group Insurance Agency, LLC | 207 | $59.0K | 0.01% | −4−1.9% | Reduced |
| True Link Financial Advisors, LLC | 17 | $58.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $57.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 200 | $57.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 200 | $57.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 188 | $54.0K | 0.01% | +15+8.7% | Added |
| Eagle Bay Advisors LLC | 183 | $52.0K | 0.03% | +10+5.8% | Added |
| Archer Investment Corp | 175 | $50.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 171 | $49.0K | 0.01% | +131+327.5% | Added |
| AdvisorNet Financial, Inc | 151 | $43.0K | 0.00% | +151 | New |
| Sugarloaf Wealth Management, LLC | 136 | $39.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 133 | $38.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 131 | $37.0K | 0.00% | +131 | New |
| Gerber Kawasaki Wealth & Investment Management | 120 | $34.0K | 0.00% | +120 | New |
| Jones Financial Companies LLLP | 116 | $33.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 110 | $31.4K | 0.04% | +110 | New |
| Baystate Wealth Management LLC | 106 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 105 | $30.0K | 0.01% | +2+1.9% | Added |
| Resolute Partners Group | 106 | $30.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 106 | $30.0K | 0.01% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 100 | $29.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 92 | $26.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 92 | $26.0K | 0.01% | +92 | New |
| Tarbox Family Office, Inc. | 87 | $25.0K | 0.00% | −4−4.4% | Reduced |
| Kowal Investment Group, LLC | 86 | $25.0K | 0.01% | +86 | New |
| Tompkins Financial Corp | 84 | $24.0K | 0.00% | +84 | New |
| Evoke Wealth, LLC | 78 | $22.0K | 0.00% | −9−10.3% | Reduced |
| BDO Wealth Advisors, LLC | 77 | $22.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 75 | $21.0K | 0.00% | +75 | New |
| D'Orazio & Associates, Inc. | 72 | $21.0K | 0.01% | +72 | New |
| IronBridge Private Wealth, LLC | 69 | $20.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 90 | $19.0K | 0.01% | −319−78.0% | Reduced |
| Massmutual Trust Co FSB | 67 | $19.0K | 0.00% | −4−5.6% | Reduced |
| Sonora Investment Management, LLC | 68 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $19.0K | 0.01% | +66 | New |
| Country Trust Bank | 60 | $17.0K | 0.00% | +60 | New |
| Prestige Wealth Management Group LLC | 55 | $16.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 53 | $15.0K | 0.01% | −55−50.9% | Reduced |
| Clean Yield Group | 51 | $15.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 49 | $14.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 45 | $13.0K | 0.00% | +1+2.3% | Added |
| Coastal Capital Group, Inc. | 44 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 47 | $13.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 42 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 42 | $12.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 35 | $10.0K | 0.00% | −47−57.3% | Reduced |
| Tortoise Investment Management, LLC | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 34 | $10.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 33 | $9.00K | 0.00% | −7−17.5% | Reduced |
| Evolution Wealth Advisors, LLC | 33 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 31 | $9.00K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 31 | $9.00K | 0.00% | +15+93.8% | Added |
| Aspire Private Capital, LLC | 27 | $8.00K | 0.00% | −2,011−98.7% | Reduced |
| Altshuler Shaham Ltd | 27 | $8.00K | 0.00% | −2−6.9% | Reduced |
| Liberty Wealth Management LLC | 30 | $8.00K | 0.00% | +15+100.0% | Added |
| Smith Group Asset Management, LLC | 29 | $8.00K | 0.00% | +29 | New |
| Laurel Wealth Planning LLC | 24 | $7.00K | 0.01% | +24 | New |
| Glen Eagle Advisors, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 21 | $6.00K | 0.00% | +21 | New |
| Meridian Wealth Partners, LLC | 20 | $6.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 19 | $5.43K | 0.00% | +6+46.2% | Added |
| Wolff Wiese Magana LLC | 18 | $5.00K | 0.00% | −9−33.3% | Reduced |