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 | 1,266 | $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, 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 |
|---|---|---|---|---|---|
| Capital Bank & Trust Co | 801 | $241.0K | 7.66% | 00.0% | Unchanged |
| Welch & Forbes LLC | 800 | $240.0K | 0.00% | −50−5.9% | Reduced |
| Hendershot Investments Inc. | 800 | $240.0K | 0.04% | 00.0% | Unchanged |
| Asset Management Corp | 792 | $238.0K | 0.14% | +1+0.1% | Added |
| Dowling & Yahnke LLC | 787 | $237.0K | 0.01% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 785 | $236.0K | 0.13% | +785 | New |
| McLean Asset Management Corp | 811 | $233.0K | 0.09% | −52−6.0% | Reduced |
| Aurora Investment Counsel | 770 | $231.0K | 0.14% | −2,931−79.2% | Reduced |
| River Wealth Advisors LLC | 763 | $229.0K | 0.04% | −14−1.8% | Reduced |
| 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 |
| 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 |
| 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 |
| New Capital Management LP | 741 | $223.0K | 0.12% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 743 | $223.0K | 0.03% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 731 | $220.0K | 0.20% | +731 | 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 |
| Steel Peak Wealth Management LLC | 721 | $217.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 721 | $217.0K | 0.01% | +721 | 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 |
| Sigma Planning Corp | 714 | $215.0K | 0.01% | −120−14.4% | Reduced |
| Hancock Whitney Investment Services Inc. | 708 | $215.0K | 0.04% | +708 | New |
| Wedmont Private Capital | 764 | $214.0K | 0.07% | +764 | New |
| Maripau Wealth Management LLC | 742 | $213.0K | 0.20% | +742 | New |
| Columbia Trust Co 01012016 | 742 | $212.0K | 0.11% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 702 | $211.0K | 0.20% | +702 | 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 |
| Sequoia Financial Advisors, LLC | 696 | $209.0K | 0.01% | +696 | New |
| NovaPoint Capital, LLC | 695 | $209.0K | 0.07% | +695 | New |
| Carroll Financial Associates, Inc. | 694 | $207.0K | 0.01% | −23−3.2% | Reduced |
| Keel Point, LLC | 686 | $206.0K | 0.03% | −36−5.0% | Reduced |
| Balasa Dinverno & Foltz LLC | 684 | $206.0K | 0.01% | +684 | New |
| Personal Capital Advisors Corp | 681 | $205.0K | 0.00% | −24−3.4% | Reduced |
| KCM Investment Advisors LLC | 679 | $204.0K | 0.01% | +679 | New |
| Fort Sheridan Advisors LLC | 675 | $203.0K | 0.06% | +675 | 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 |
| BOK Financial Private Wealth, Inc. | 667 | $200.0K | 0.01% | +667 | New |
| Dougherty Wealth Advisers LLC | 659 | $198.0K | 0.28% | 00.0% | Unchanged |
| Smithfield Trust Co | 626 | $193.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 614 | $185.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 608 | $183.0K | 0.01% | −334−35.5% | Reduced |
| 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 |
| State of Wyoming | 586 | $176.0K | 0.08% | +203+53.0% | Added |
| Castleview Partners, LLC | 51,996 | $173.0K | 0.00% | +51,996 | New |
| Richwood Investment Advisors, LLC | 545 | $164.0K | 0.14% | +545 | New |
| Ellevest, Inc. | 540 | $162.0K | 0.01% | +10+1.9% | Added |
| Magellan Asset Management Ltd | 532 | $160.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 532 | $160.0K | 0.09% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 529 | $158.0K | 0.03% | −247−31.8% | Reduced |
| Addison Advisors LLC | 503 | $151.0K | 0.09% | +3+0.6% | Added |
| West Paces Advisors Inc. | 481 | $144.6K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 475 | $142.0K | 0.03% | +54+12.8% | Added |
| Covington Capital Management | 452 | $136.0K | 0.00% | −26−5.4% | Reduced |
| 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 |
| Leelyn Smith, LLC | 400 | $120.0K | 0.03% | +400 | New |
| Arlington Partners LLC | 381 | $115.0K | 0.03% | +381 | New |
| Private Capital Group, LLC | 353 | $106.0K | 0.02% | −45−11.3% | Reduced |
| Heritage Wealth Advisors | 345 | $104.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 342 | $103.0K | 0.00% | −10−2.8% | Reduced |
| Geneos Wealth Management Inc. | 339 | $101.0K | 0.00% | −148−30.4% | Reduced |
| Trustcore Financial Services, LLC | 333 | $100.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 312 | $94.0K | 0.01% | +18+6.1% | Added |
| Salem Investment Counselors Inc | 314 | $94.0K | 0.00% | +314 | New |
| Versant Capital Management, Inc | 295 | $89.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| SRS Capital Advisors, Inc. | 287 | $86.0K | 0.01% | +1+0.3% | Added |
| Cassady Schiller Wealth Management, LLC | 280 | $84.0K | 0.05% | +280 | New |
| Harbour Investments, Inc. | 276 | $83.0K | 0.00% | −40−12.7% | Reduced |
| Farmers & Merchants Investments Inc | 274 | $82.0K | 0.00% | −3−1.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 274 | $82.0K | 0.00% | +274 | 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 |
| FSB Premier Wealth Management, Inc. | 258 | $77.0K | 0.03% | +258 | New |
| Montag A & Associates Inc | 250 | $75.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 237 | $71.0K | 0.01% | −24−9.2% | Reduced |
| Simon Quick Advisors, LLC | 232 | $70.0K | 0.02% | −2,591−91.8% | Reduced |
| Cambridge Trust Co | 233 | $70.0K | 0.00% | +233 | New |
| Oakworth Capital, Inc. | 226 | $68.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 222 | $66.7K | 0.03% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 217 | $65.0K | 0.01% | +217 | New |
| Mascoma Wealth Management LLC | 211 | $63.0K | 0.02% | +119+129.3% | Added |
| BDO Wealth Advisors, LLC | 209 | $63.0K | 0.01% | +132+171.4% | Added |