Skip to main content

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, Q4 2021

Institutional positions in Aon plc as of Dec 31, 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
995
+90 vs. Q3 2021
Shares held
188.4M
−11.6M (−5.8%) vs. Q3 2021
Total value
$56.5B
−$622.9M (−1.1%) vs. Q3 2021
New holders
152
283 more added
Sold out
62
384 more reduced

12 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 995 institutions
Q1 2021: 919 institutionsQ2 2021: 912 institutionsQ3 2021: 917 institutionsQ4 2021: 995 institutionsQ1 2022: 985 institutionsQ2 2022: 966 institutionsQ3 2022: 950 institutionsQ4 2022: 1,034 institutionsQ1 2023: 1,014 institutionsQ2 2023: 1,024 institutionsQ3 2023: 1,048 institutionsQ4 2023: 1,066 institutionsQ1 2024: 1,086 institutionsQ2 2024: 1,110 institutionsQ3 2024: 1,148 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,275 institutionsQ2 2025: 1,232 institutionsQ3 2025: 1,254 institutionsQ4 2025: 1,288 institutionsQ1 2026: 1,265 institutionsQ2 2026: 1,273 institutions
Value heldQ4 2021: $56.5B
Q1 2021: $51.4BQ2 2021: $53.4BQ3 2021: $57.2BQ4 2021: $56.5BQ1 2022: $61.2BQ2 2022: $49.5BQ3 2022: $48.4BQ4 2022: $52.6BQ1 2023: $55.7BQ2 2023: $61.2BQ3 2023: $56.4BQ4 2023: $49.8BQ1 2024: $57.4BQ2 2024: $55.4BQ3 2024: $66.1BQ4 2024: $69.1BQ1 2025: $77.1BQ2 2025: $69.3BQ3 2025: $66.3BQ4 2025: $66.7BQ1 2026: $60.6BQ2 2026: $63.9B
Institutions holding AON and their total value by quarter
QuarterHoldersValue
Q2 20261,273$63.9B
Q1 20261,265$60.6B
Q4 20251,288$66.7B
Q3 20251,254$66.3B
Q2 20251,232$69.3B
Q1 20251,275$77.1B
Q4 20241,195$69.1B
Q3 20241,148$66.1B
Q2 20241,110$55.4B
Q1 20241,086$57.4B
Q4 20231,066$49.8B
Q3 20231,048$56.4B
Q2 20231,024$61.2B
Q1 20231,014$55.7B
Q4 20221,034$52.6B
Q3 2022950$48.4B
Q2 2022966$49.5B
Q1 2022985$61.2B
Q4 2021995$56.5B
Q3 2021917$57.2B
Q2 2021912$53.4B
Q1 2021919$51.4B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q3 2021.

Institutions holding AON in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC3$9010.00%––
Albion Financial Group4$1.00K0.00%−13−76.5%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC3$1.00K0.00%+3New
USA Financial Portformulas Corp2$1.00K0.00%+2New
Tompkins Financial Corp5$2.00K0.00%−79−94.0%Reduced
Edge Wealth Management LLC8$2.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC6$2.00K0.00%+2+50.0%Added
Gradient Investments LLC5$2.00K0.00%00.0%Unchanged
South State Corp.5$2.00K0.00%+5New
Surevest, LLC6$2.00K0.00%+6New
Schubert & Co5$2.00K0.00%+5New
Howe & Rusling Inc10$3.00K0.00%−401−97.6%Reduced
MCF Advisors LLC10$3.00K0.06%00.0%Unchanged
Aua Capital Management, LLC11$3.00K0.00%−1−8.3%Reduced
Graves-Light Private Wealth Management, Inc.9$3.00K0.00%00.0%Unchanged
Tfo-TDC, LLC9$3.00K0.00%+9New
Sierra Capital LLC10$3.00K0.00%+10New
Stephens Consulting, LLC11$3.31K0.00%+11New
First Bank & Trust13$4.00K0.00%00.0%Unchanged
Retirement Planning Co of New England, Inc.16$4.00K0.00%+16New
Steward Financial Group LLC15$4.00K0.00%+15New
PFS Partners, LLC15$4.51K0.00%+15New
Creative Financial Designs Inc15$5.00K0.00%−35−70.0%Reduced
Rocky Mountain Advisers, LLC16$5.00K0.01%00.0%Unchanged
Wolff Wiese Magana LLC15$5.00K0.00%−3−16.7%Reduced
Front Row Advisors LLC15$5.00K0.00%00.0%Unchanged
Signet Financial Management, LLC15$5.00K0.00%+15New
Covestor Ltd17$5.00K0.01%+17New
Raffa Wealth Management, LLC19$5.71K0.00%00.0%Unchanged
O'Dell Group, LLC21$6.00K0.00%00.0%Unchanged
Vectors Research Management, LLC21$6.00K0.00%+21New
Dixon Hughes Goodman Wealth Advisors LLC20$6.00K0.00%+20New
Glen Eagle Advisors, LLC21$6.31K0.00%00.0%Unchanged
Laurel Wealth Planning LLC24$7.00K0.01%00.0%Unchanged
Kozak & Associates, Inc.26$8.00K0.01%+26New
Byrne Asset Management LLC25$8.00K0.01%+25New
Cordasco Financial Network31$9.00K0.01%00.0%Unchanged
BerganKDV Wealth Management, LLC30$9.00K0.00%−1−3.2%Reduced
Lenox Wealth Advisors, LLC29$9.00K0.00%+12+70.6%Added
Tortoise Investment Management, LLC34$10.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.33$10.0K0.00%00.0%Unchanged
Smith Group Asset Management, LLC32$10.0K0.00%+3+10.3%Added
Reilly Financial Advisors, LLC37$11.0K0.00%+37New
JNBA Financial Advisors44$13.0K0.00%−185−80.8%Reduced
Coastal Capital Group, Inc.44$13.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC42$13.0K0.00%00.0%Unchanged
Zullo Investment Group, Inc.44$13.0K0.01%+44New
Prestige Wealth Management Group LLC45$14.0K0.00%−10−18.2%Reduced
JJJ Advisors Inc.45$14.0K0.00%00.0%Unchanged
Clean Yield Group51$15.0K0.00%00.0%Unchanged
Baldwin Brothers Inc49$15.0K0.00%+7+16.7%Added
Sit Investment Associates Inc54$16.0K0.00%+54New
Delos Wealth Advisors, LLC52$16.0K0.02%+52New
Country Trust Bank60$18.0K0.00%00.0%Unchanged
Trust Co of Vermont61$18.0K0.00%+61New
Massmutual Trust Co FSB64$19.0K0.00%−3−4.5%Reduced
Lee Financial Co62$19.0K0.00%+62New
Bell Investment Advisors, Inc65$20.0K0.01%−1−1.5%Reduced
IronBridge Private Wealth, LLC69$21.0K0.01%00.0%Unchanged
Johnson Financial Group, Inc.69$21.0K0.00%+69New
Fred Alger Management, LLC76$23.0K0.00%−16−17.4%Reduced
Evoke Wealth, LLC78$23.0K0.00%00.0%Unchanged
NewSquare Capital LLC75$23.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC78$23.0K0.01%+29+59.2%Added
Tarbox Family Office, Inc.87$26.0K0.00%00.0%Unchanged
Davidson Kempner Capital Management LP100$30.0K0.00%00.0%Unchanged
Hanson & Doremus Investment Management100$30.0K0.01%+100New
City State Bank100$30.0K0.02%+100New
Sutton Wealth Advisors Inc.100$30.1K0.01%−5−4.8%Reduced
Jones Financial Companies LLLP102$31.0K0.00%−14−12.1%Reduced
Baystate Wealth Management LLC107$32.0K0.00%+1+0.9%Added
TFC Financial Management106$32.0K0.01%00.0%Unchanged
Concord Wealth Partners108$32.0K0.01%+55+103.8%Added
Equitec Proprietary Markets, LLC119$36.0K0.02%+119New
Asset Dedication, LLC131$39.0K0.00%00.0%Unchanged
Earnest Partners LLC133$40.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC136$41.0K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.137$41.0K0.02%+90+191.5%Added
Snowden Capital Advisors LLC148$44.0K0.00%−4,258−96.6%Reduced
Bellwether Advisors, LLC148$44.0K0.01%+144+3,600.0%Added
AdvisorNet Financial, Inc160$48.0K0.00%+9+6.0%Added
Eagle Bay Advisors LLC166$50.0K0.03%−17−9.3%Reduced
Valley National Advisers Inc171$51.0K0.01%00.0%Unchanged
Cranbrook Wealth Management, LLC173$52.0K0.01%−15−8.0%Reduced
Archer Investment Corp175$52.6K0.02%00.0%Unchanged
Curi Capital183$55.0K0.01%+183New
True Link Financial Advisors, LLC17$57.0K0.01%00.0%Unchanged
Alaska Permanent Fund Corp207$57.0K0.00%+207New
GPS Wealth Strategies Group, LLC200$60.0K0.01%00.0%Unchanged
Burleson & Company, LLC200$60.0K0.01%00.0%Unchanged
Canton Hathaway, LLC200$60.0K0.02%00.0%Unchanged
CVA Family Office, LLC200$60.0K0.01%+110+122.2%Added
Patriot Financial Group Insurance Agency, LLC205$62.0K0.01%−2−1.0%Reduced
Mascoma Wealth Management LLC211$63.0K0.02%+119+129.3%Added
BDO Wealth Advisors, LLC209$63.0K0.01%+132+171.4%Added
Amplius Wealth Advisors, LLC217$65.0K0.01%+217New
Global Financial Private Client, LLC222$66.7K0.03%00.0%Unchanged
Oakworth Capital, Inc.226$68.0K0.01%00.0%Unchanged
Simon Quick Advisors, LLC232$70.0K0.02%−2,591−91.8%Reduced