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, Q1 2022
Institutional positions in Aon plc as of Mar 31, 2022. 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
- 985
- +2 vs. Q4 2021
- Shares held
- 188.2M
- −117.9K (−0.1%) vs. Q4 2021
- Total value
- $61.2B
- +$4.73B (+8.4%) vs. Q4 2021
- New holders
- 94
- 324 more added
- Sold out
- 92
- 369 more reduced
12 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burleson & Company, LLC | 200 | $65.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 200 | $65.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 200 | $65.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 205 | $67.0K | 0.00% | −60−22.6% | Reduced |
| BDO Wealth Advisors, LLC | 209 | $68.0K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 209 | $68.0K | 0.00% | +2+1.0% | Added |
| Leelyn Smith, LLC | 214 | $70.0K | 0.02% | −186−46.5% | Reduced |
| Global Financial Private Client, LLC | 222 | $73.0K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 226 | $74.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 233 | $76.0K | 0.01% | −4−1.7% | Reduced |
| Montag A & Associates Inc | 250 | $81.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 251 | $82.0K | 0.00% | +175+230.3% | Added |
| Farmers & Merchants Investments Inc | 277 | $90.0K | 0.00% | +3+1.1% | Added |
| Bollard Group LLC | 292 | $95.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 294 | $96.0K | 0.03% | −1−0.3% | Reduced |
| Trustcore Financial Services, LLC | 299 | $97.0K | 0.01% | −34−10.2% | Reduced |
| Geneos Wealth Management Inc. | 321 | $104.0K | 0.00% | −18−5.3% | Reduced |
| Mascoma Wealth Management LLC | 321 | $105.0K | 0.03% | +110+52.1% | Added |
| Lindbrook Capital, LLC | 327 | $106.0K | 0.02% | +15+4.8% | Added |
| Hexagon Capital Partners LLC | 329 | $107.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 342 | $111.0K | 0.00% | +109+46.8% | Added |
| Heritage Wealth Advisors | 345 | $112.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 344 | $112.0K | 0.00% | +2+0.6% | Added |
| Private Capital Group, LLC | 347 | $113.0K | 0.03% | −6−1.7% | Reduced |
| Arlington Partners LLC | 381 | $124.0K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 400 | $130.0K | 0.02% | +113+39.4% | Added |
| Fortis Advisors, LLC | 414 | $135.0K | 0.07% | +414 | New |
| Bedel Financial Consulting, Inc. | 418 | $136.0K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 419 | $136.0K | 0.05% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 425 | $138.0K | 0.00% | −107−20.1% | Reduced |
| Bank of New Hampshire | 440 | $143.0K | 0.03% | +440 | New |
| SOA Wealth Advisors, LLC. | 475 | $154.0K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 481 | $156.6K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 488 | $159.0K | 0.05% | +488 | New |
| Addison Advisors LLC | 503 | $164.0K | 0.09% | 00.0% | Unchanged |
| Smithfield Trust Co | 520 | $168.0K | 0.01% | −106−16.9% | Reduced |
| State of Wyoming | 521 | $170.0K | 0.09% | −65−11.1% | Reduced |
| Carolina Wealth Advisors, LLC | 532 | $173.0K | 0.11% | 00.0% | Unchanged |
| Ellevest, Inc. | 533 | $174.0K | 0.01% | −7−1.3% | Reduced |
| Simon Quick Advisors, LLC | 595 | $194.0K | 0.05% | +363+156.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 607 | $198.0K | 0.06% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 615 | $200.0K | 0.03% | +1+0.2% | Added |
| Mutual Advisors, LLC | 618 | $201.0K | 0.01% | +618 | New |
| Bremer Bank National Association | 617 | $201.0K | 0.03% | +617 | New |
| Deseret Mutual Benefit Administrators | 620 | $202.0K | 0.04% | −100−13.9% | Reduced |
| Crestwood Advisors Group LLC | 620 | $202.0K | 0.01% | +620 | New |
| TCI Wealth Advisors, Inc. | 629 | $205.0K | 0.03% | +25+4.1% | Added |
| Choate Investment Advisors | 636 | $207.0K | 0.01% | −790−55.4% | Reduced |
| Simmons Bank | 640 | $208.0K | 0.02% | +640 | New |
| Highland Private Wealth Management | 642 | $209.0K | 0.03% | +642 | New |
| Austin Private Wealth, LLC | 643 | $209.0K | 0.04% | +643 | New |
| Curated Wealth Partners LLC | 700 | $210.0K | 0.07% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 647 | $211.0K | 0.00% | +647 | New |
| B. Riley Wealth Management, Inc. | 653 | $213.0K | 0.02% | −16−2.4% | Reduced |
| Meristem Family Wealth, LLC | 657 | $214.0K | 0.02% | +657 | New |
| Dougherty Wealth Advisers LLC | 659 | $215.0K | 0.32% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 662 | $216.0K | 0.04% | +662 | New |
| Maripau Wealth Management LLC | 743 | $217.0K | 0.20% | +1+0.1% | Added |
| Cornerstone Wealth Group, LLC | 667 | $217.0K | 0.04% | +667 | New |
| Verus Capital Partners, LLC | 755 | $218.0K | 0.03% | +755 | New |
| Ballentine Partners, LLC | 671 | $219.0K | 0.01% | +671 | New |
| Fort Sheridan Advisors LLC | 675 | $220.0K | 0.06% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 680 | $221.0K | 0.10% | −316−31.7% | Reduced |
| Keel Point, LLC | 678 | $221.0K | 0.03% | −8−1.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 683 | $222.0K | 0.01% | −1−0.1% | Reduced |
| Covington Capital Management | 686 | $223.0K | 0.01% | +234+51.8% | Added |
| Lake Street Financial LLC | 687 | $224.0K | 0.04% | +17+2.5% | Added |
| Great Diamond Partners, LLC | 694 | $225.0K | 0.06% | −60−8.0% | Reduced |
| Sage Mountain Advisors LLC | 691 | $225.0K | 0.04% | −53−7.1% | Reduced |
| NovaPoint Capital, LLC | 695 | $226.0K | 0.08% | 00.0% | Unchanged |
| Welch & Forbes LLC | 700 | $228.0K | 0.00% | −100−12.5% | Reduced |
| Lantz Financial LLC | 701 | $228.0K | 0.09% | +701 | New |
| Steel Peak Wealth Management LLC | 707 | $230.0K | 0.01% | −14−1.9% | Reduced |
| Main Street Research LLC | 710 | $231.0K | 0.02% | −35−4.7% | Reduced |
| Personal Capital Advisors Corp | 712 | $232.0K | 0.00% | +31+4.6% | Added |
| OneAscent Wealth Management LLC | 717 | $233.0K | 0.12% | −31−4.1% | Reduced |
| Woodard & Co Asset Management Group Inc | 720 | $234.0K | 0.10% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 730 | $238.0K | 0.02% | 00.0% | Unchanged |
| New Capital Management LP | 741 | $241.0K | 0.17% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 750 | $244.0K | 0.01% | +750 | New |
| Tradition Wealth Management, LLC | 753 | $245.0K | 0.03% | +10+1.3% | Added |
| HB Wealth Management, LLC | 754 | $246.0K | 0.00% | +754 | New |
| StrategIQ Financial Group, LLC | 761 | $248.0K | 0.03% | −100−11.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 765 | $249.0K | 0.00% | −777−50.4% | Reduced |
| Horizon Financial Services, LLC | 771 | $251.0K | 0.16% | +771 | New |
| Buckingham Strategic Partners | 776 | $252.0K | 0.03% | −1,233−61.4% | Reduced |
| TRUE Private Wealth Advisors | 871 | $254.0K | 0.04% | +3+0.3% | Added |
| Kolinsky Wealth Management, LLC | 781 | $254.0K | 0.25% | +50+6.8% | Added |
| Continuum Advisory, LLC | 891 | $257.0K | 0.05% | −989−52.6% | Reduced |
| Geller Advisors LLC | 792 | $258.0K | 0.05% | −30−3.6% | Reduced |
| Asset Management Corp | 793 | $258.0K | 0.16% | +1+0.1% | Added |
| Chicago Partners Investment Group LLC | 965 | $260.0K | 0.02% | +19+2.0% | Added |
| Oppenheimer & Co Inc | 801 | $261.0K | 0.00% | −115−12.6% | Reduced |
| Atlantic Union Bankshares Corp | 800 | $261.0K | 0.02% | −95−10.6% | Reduced |
| Hendershot Investments Inc. | 800 | $261.0K | 0.04% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 800 | $261.0K | 0.05% | +102+14.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 804 | $262.0K | 0.00% | −185−18.7% | Reduced |
| ETF Managers Group, LLC | 803 | $262.0K | 0.01% | +803 | New |
| Central Trust Co | 808 | $264.0K | 0.01% | −35−4.2% | Reduced |
| Integrated Investment Consultants, LLC | 816 | $266.0K | 0.07% | +12+1.5% | Added |