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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cambridge Trust Co | 233 | $70.0K | 0.00% | +233 | New |
| Column Capital Advisors, LLC | 237 | $71.0K | 0.01% | −24−9.2% | Reduced |
| Montag A & Associates Inc | 250 | $75.0K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 258 | $77.0K | 0.03% | +258 | New |
| Neo Ivy Capital Management | 265 | $80.0K | 0.11% | −1,524−85.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 265 | $80.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 274 | $82.0K | 0.00% | −3−1.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 274 | $82.0K | 0.00% | +274 | New |
| Harbour Investments, Inc. | 276 | $83.0K | 0.00% | −40−12.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 280 | $84.0K | 0.05% | +280 | New |
| SRS Capital Advisors, Inc. | 287 | $86.0K | 0.01% | +1+0.3% | Added |
| First Horizon Advisors, Inc. | 296 | $88.0K | 0.00% | −159−34.9% | Reduced |
| Bollard Group LLC | 292 | $88.0K | 0.00% | +1+0.3% | Added |
| EverSource Wealth Advisors, LLC | 293 | $88.0K | 0.02% | +293 | New |
| Versant Capital Management, Inc | 295 | $89.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 312 | $94.0K | 0.01% | +18+6.1% | Added |
| Salem Investment Counselors Inc | 314 | $94.0K | 0.00% | +314 | New |
| Hexagon Capital Partners LLC | 329 | $99.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 328 | $99.0K | 0.01% | +94+40.2% | Added |
| Trustcore Financial Services, LLC | 333 | $100.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 339 | $101.0K | 0.00% | −148−30.4% | Reduced |
| Washington Trust Co | 342 | $103.0K | 0.00% | −10−2.8% | Reduced |
| Heritage Wealth Advisors | 345 | $104.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 353 | $106.0K | 0.02% | −45−11.3% | Reduced |
| Arlington Partners LLC | 381 | $115.0K | 0.03% | +381 | New |
| Leelyn Smith, LLC | 400 | $120.0K | 0.03% | +400 | New |
| Bedel Financial Consulting, Inc. | 418 | $126.0K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 419 | $126.0K | 0.04% | +419 | New |
| Covington Capital Management | 452 | $136.0K | 0.00% | −26−5.4% | Reduced |
| SOA Wealth Advisors, LLC. | 475 | $142.0K | 0.03% | +54+12.8% | Added |
| West Paces Advisors Inc. | 481 | $144.6K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 503 | $151.0K | 0.09% | +3+0.6% | Added |
| Harvest Fund Management Co., Ltd | 529 | $158.0K | 0.03% | −247−31.8% | Reduced |
| Magellan Asset Management Ltd | 532 | $160.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 532 | $160.0K | 0.09% | 00.0% | Unchanged |
| Ellevest, Inc. | 540 | $162.0K | 0.01% | +10+1.9% | Added |
| Richwood Investment Advisors, LLC | 545 | $164.0K | 0.14% | +545 | New |
| Castleview Partners, LLC | 51,996 | $173.0K | 0.00% | +51,996 | New |
| State of Wyoming | 586 | $176.0K | 0.08% | +203+53.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 607 | $182.0K | 0.05% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 604 | $182.0K | 0.03% | +24+4.1% | Added |
| Clearstead Advisors, LLC | 608 | $183.0K | 0.01% | −334−35.5% | Reduced |
| Manchester Capital Management LLC | 614 | $185.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 626 | $193.0K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 659 | $198.0K | 0.28% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 667 | $200.0K | 0.01% | +667 | New |
| Money Concepts Capital Corp | 669 | $201.0K | 0.02% | +669 | New |
| B. Riley Wealth Management, Inc. | 669 | $201.0K | 0.01% | +669 | New |
| Proficio Capital Partners LLC | 670 | $201.0K | 0.03% | +670 | New |
| Lake Street Financial LLC | 670 | $201.0K | 0.04% | +670 | New |
| Riverwater Partners LLC | 669 | $201.0K | 0.18% | +669 | New |
| Fort Sheridan Advisors LLC | 675 | $203.0K | 0.06% | +675 | New |
| KCM Investment Advisors LLC | 679 | $204.0K | 0.01% | +679 | New |
| Personal Capital Advisors Corp | 681 | $205.0K | 0.00% | −24−3.4% | Reduced |
| Keel Point, LLC | 686 | $206.0K | 0.03% | −36−5.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 684 | $206.0K | 0.01% | +684 | New |
| Carroll Financial Associates, Inc. | 694 | $207.0K | 0.01% | −23−3.2% | Reduced |
| Sequoia Financial Advisors, LLC | 696 | $209.0K | 0.01% | +696 | New |
| NovaPoint Capital, LLC | 695 | $209.0K | 0.07% | +695 | New |
| Curated Wealth Partners LLC | 700 | $210.0K | 0.07% | −48−6.4% | Reduced |
| Titleist Asset Management, Ltd. | 698 | $210.0K | 0.04% | +698 | New |
| Bridgefront Capital, LLC | 702 | $211.0K | 0.20% | +702 | New |
| Columbia Trust Co 01012016 | 742 | $212.0K | 0.11% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 742 | $213.0K | 0.20% | +742 | New |
| Wedmont Private Capital | 764 | $214.0K | 0.07% | +764 | New |
| Sigma Planning Corp | 714 | $215.0K | 0.01% | −120−14.4% | Reduced |
| Hancock Whitney Investment Services Inc. | 708 | $215.0K | 0.04% | +708 | New |
| Woodard & Co Asset Management Group Inc | 720 | $216.0K | 0.10% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 720 | $216.0K | 0.04% | +175+32.1% | Added |
| Delphia (USA) Inc. | 717 | $216.0K | 0.23% | +717 | New |
| Steel Peak Wealth Management LLC | 721 | $217.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 721 | $217.0K | 0.01% | +721 | New |
| Fulcrum Equity Management | 728 | $219.0K | 0.08% | −160−18.0% | Reduced |
| Cobblestone Capital Advisors LLC | 730 | $219.0K | 0.01% | −70−8.8% | Reduced |
| Dark Forest Capital Management LP | 729 | $219.0K | 0.08% | +729 | New |
| Kolinsky Wealth Management, LLC | 731 | $220.0K | 0.20% | +731 | New |
| New Capital Management LP | 741 | $223.0K | 0.12% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 743 | $223.0K | 0.03% | 00.0% | Unchanged |
| Main Street Research LLC | 745 | $224.0K | 0.02% | −65−8.0% | Reduced |
| Sage Mountain Advisors LLC | 744 | $224.0K | 0.03% | −40−5.1% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 750 | $225.0K | 0.07% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 748 | $225.0K | 0.56% | +748 | New |
| Park National Corp | 753 | $226.0K | 0.01% | −17−2.2% | Reduced |
| Great Diamond Partners, LLC | 754 | $226.0K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 753 | $226.0K | 0.05% | +753 | New |
| River Wealth Advisors LLC | 763 | $229.0K | 0.04% | −14−1.8% | Reduced |
| Aurora Investment Counsel | 770 | $231.0K | 0.14% | −2,931−79.2% | Reduced |
| McLean Asset Management Corp | 811 | $233.0K | 0.09% | −52−6.0% | Reduced |
| SC&H Financial Advisors, Inc. | 785 | $236.0K | 0.13% | +785 | New |
| Dowling & Yahnke LLC | 787 | $237.0K | 0.01% | 00.0% | Unchanged |
| Asset Management Corp | 792 | $238.0K | 0.14% | +1+0.1% | Added |
| Welch & Forbes LLC | 800 | $240.0K | 0.00% | −50−5.9% | Reduced |
| Hendershot Investments Inc. | 800 | $240.0K | 0.04% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 803 | $241.0K | 0.01% | −10−1.2% | Reduced |
| Capital Bank & Trust Co | 801 | $241.0K | 7.66% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 804 | $242.0K | 0.06% | −213−20.9% | Reduced |
| ASB Consultores, LLC | 814 | $245.0K | 0.12% | +814 | New |
| Geller Advisors LLC | 822 | $247.0K | 0.05% | +10+1.2% | Added |
| Hamilton Wealth, LLC | 829 | $249.0K | 0.11% | +829 | New |
| 6 Meridian | 832 | $250.0K | 0.02% | +2+0.2% | Added |