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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 818 | $266.0K | 0.04% | +148+22.1% | Added |
| Legacy Capital Wealth Partners, LLC | 818 | $266.0K | 0.11% | +818 | New |
| Cedar Brook Financial Partners, LLC | 823 | $268.0K | 0.07% | −478−36.7% | Reduced |
| Graypoint LLC | 823 | $268.0K | 0.03% | −65−7.3% | Reduced |
| Venture Visionary Partners LLC | 825 | $268.0K | 0.02% | −19−2.3% | Reduced |
| Apollon Wealth Management, LLC | 825 | $269.0K | 0.02% | +825 | New |
| Moors & Cabot, Inc. | 834 | $272.0K | 0.02% | −24−2.8% | Reduced |
| Legacy Financial Advisors, Inc. | 834 | $272.0K | 0.06% | +81+10.8% | Added |
| Wealthspire Advisors, LLC | 844 | $275.0K | 0.01% | −3,636−81.2% | Reduced |
| Hamilton Wealth, LLC | 844 | $275.0K | 0.12% | +15+1.8% | Added |
| McLean Asset Management Corp | 847 | $276.0K | 0.20% | +36+4.4% | Added |
| Integrated Wealth Concepts LLC | 852 | $278.0K | 0.01% | −304−26.3% | Reduced |
| Congress Wealth Management LLC | 854 | $278.0K | 0.01% | −7−0.8% | Reduced |
| Center for Financial Planning, Inc. | 853 | $278.0K | 0.06% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 859 | $280.0K | 0.05% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 863 | $281.0K | 0.04% | +100+13.1% | Added |
| JB Capital LLC | 864 | $282.0K | 0.03% | −705−44.9% | Reduced |
| Money Concepts Capital Corp | 869 | $283.0K | 0.02% | +200+29.9% | Added |
| Dowling & Yahnke LLC | 882 | $287.0K | 0.01% | +95+12.1% | Added |
| Putnam Investments LLC | 884 | $288.0K | 0.00% | −46−4.9% | Reduced |
| Clearstead Advisors, LLC | 888 | $289.0K | 0.02% | +280+46.1% | Added |
| Wedmont Private Capital | 891 | $291.0K | 0.06% | +127+16.6% | Added |
| Harvest Fund Management Co., Ltd | 895 | $291.0K | 0.06% | +366+69.2% | Added |
| LMCG Investments, LLC | 897 | $292.0K | 0.02% | +897 | New |
| Hemenway Trust Co LLC | 900 | $293.0K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 902 | $294.0K | 0.03% | −7−0.8% | Reduced |
| Old Mission Investment Co LLC | 905 | $294.7K | 0.11% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 908 | $295.8K | 0.03% | −387−29.9% | Reduced |
| Windsor Group LTD | 888 | $296.0K | 0.05% | −5−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 910 | $297.0K | 0.08% | +617+210.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 913 | $297.0K | 0.00% | +913 | New |
| Bluestein R H & Co | 916 | $298.0K | 0.01% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 915 | $298.0K | 0.05% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 919 | $299.0K | 0.08% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 924 | $301.0K | 1.10% | −809−46.7% | Reduced |
| Altfest L J & Co Inc | 924 | $301.0K | 0.05% | −23−2.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 923 | $301.0K | 0.08% | 00.0% | Unchanged |
| ASB Consultores, LLC | 934 | $304.0K | 0.13% | +120+14.7% | Added |
| Park National Corp | 935 | $304.0K | 0.01% | +182+24.2% | Added |
| Edgestream Partners, L.P. | 940 | $306.0K | 0.02% | +940 | New |
| Cornerstone Advisory, LLC | 953 | $310.0K | 0.05% | −459−32.5% | Reduced |
| Brighton Jones LLC | 958 | $312.0K | 0.01% | −42−4.2% | Reduced |
| Twelve Points Wealth Management LLC | 960 | $313.0K | 0.23% | +960 | New |
| Smith, Moore & Co. | 964 | $314.0K | 0.04% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 968 | $315.0K | 0.03% | 00.0% | Unchanged |
| Kidder Stephen W | 975 | $317.0K | 0.10% | +975 | New |
| We Are One Seven, LLC | 976 | $318.0K | 0.03% | −279−22.2% | Reduced |
| Global Retirement Partners, LLC | 1,185 | $318.0K | 0.02% | +87+7.9% | Added |
| GraniteShares Advisors LLC | 986 | $321.0K | 0.17% | −83−7.8% | Reduced |
| Arete Wealth Advisors, LLC | 988 | $322.0K | 0.03% | −23−2.3% | Reduced |
| Marshall Financial Group LLC | 998 | $325.0K | 0.13% | −75−7.0% | Reduced |
| Valley Brook Capital Group | 1,000 | $325.0K | 0.28% | 00.0% | Unchanged |
| Insight Inv LLC | 1,000 | $326.0K | 0.30% | −202−16.8% | Reduced |
| Connors Investor Services Inc | 1,000 | $326.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $326.0K | 0.14% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 1,000 | $326.0K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,000 | $326.0K | 0.06% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,000 | $326.0K | 0.03% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,000 | $326.0K | 0.00% | +1,000 | New |
| Waterfront Wealth Inc. | 977 | $326.0K | 0.12% | +977 | New |
| Zeke Capital Advisors, LLC | 1,005 | $327.0K | 0.02% | +1,005 | New |
| Csenge Advisory Group | 1,008 | $328.0K | 0.03% | −1,565−60.8% | Reduced |
| DuPont Capital Management Corp | 1,010 | $329.0K | 0.01% | −228−18.4% | Reduced |
| Abacus Planning Group, Inc. | 1,011 | $329.0K | 0.09% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 1,014 | $330.0K | 0.14% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,015 | $331.0K | 0.02% | +348+52.2% | Added |
| HighTower Trust Services, LTA | 1,021 | $332.0K | 0.03% | 00.0% | Unchanged |
| Intrust Bank NA | 1,024 | $333.0K | 0.04% | +1,024 | New |
| Spire Wealth Management | 1,026 | $334.0K | 0.01% | −561−35.3% | Reduced |
| O'Brien Greene & Co. Inc | 1,027 | $335.0K | 0.11% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,029 | $335.0K | 0.01% | +62+6.4% | Added |
| Independent Advisor Alliance | 1,034 | $337.0K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,040 | $339.0K | 0.05% | −19−1.8% | Reduced |
| Ontario Teachers Pension Plan Board | 1,041 | $339.0K | 0.00% | +146+16.3% | Added |
| 180 Wealth Advisors, LLC | 1,027 | $340.0K | 0.07% | −55−5.1% | Reduced |
| Hudock, Inc. | 1,063 | $346.0K | 0.10% | −11−1.0% | Reduced |
| SeaCrest Wealth Management, LLC | 1,069 | $348.0K | 0.04% | +147+15.9% | Added |
| Trust Co of Oklahoma | 1,069 | $348.1K | 0.13% | −89−7.7% | Reduced |
| Forum Financial Management, LP | 1,073 | $349.0K | 0.02% | +20+1.9% | Added |
| Qtron Investments LLC | 1,087 | $354.0K | 0.08% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,092 | $355.0K | 0.10% | −1,427−56.6% | Reduced |
| Baker Avenue Asset Management, LP | 1,089 | $355.0K | 0.02% | +1,089 | New |
| EP Wealth Advisors, LLC | 1,092 | $356.0K | 0.01% | +289+36.0% | Added |
| V Wealth Advisors LLC | 1,096 | $357.0K | 0.06% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 1,108 | $360.0K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 117,226 | $360.0K | 0.01% | +117,226 | New |
| Bowen Hanes & Co Inc | 1,110 | $361.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,110 | $361.0K | 0.10% | +85+8.3% | Added |
| SkyView Investment Advisors, LLC | 1,109 | $361.0K | 0.09% | −15,320−93.2% | Reduced |
| WMS Partners, LLC | 1,110 | $361.0K | 0.05% | +1,110 | New |
| Sadoff Investment Management LLC | 1,111 | $362.0K | 0.02% | −213−16.1% | Reduced |
| Weaver Consulting Group | 1,114 | $363.0K | 0.18% | 00.0% | Unchanged |
| Allworth Financial LP | 1,120 | $365.0K | 0.00% | +22+2.0% | Added |
| Annandale Capital, LLC | 1,123 | $366.0K | 0.14% | −400−26.3% | Reduced |
| Hancock Whitney Corp | 1,123 | $366.0K | 0.01% | −11−1.0% | Reduced |
| Forte Capital LLC | 1,223 | $368.0K | 0.05% | 00.0% | Unchanged |
| Stonnington Group, LLC | 1,105 | $369.0K | 0.09% | +150+15.7% | Added |
| NorthRock Partners, LLC | 1,136 | $370.0K | 0.03% | −1,934−63.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 1,135 | $370.0K | 0.15% | 00.0% | Unchanged |
| Essex LLC | 1,135 | $370.0K | 0.10% | 00.0% | Unchanged |