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 | 1,266 | $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, 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 |
|---|---|---|---|---|---|
| Horizon Financial Services, LLC | 771 | $251.0K | 0.16% | +771 | New |
| TD Ameritrade Investment Management, LLC | 765 | $249.0K | 0.00% | −777−50.4% | Reduced |
| StrategIQ Financial Group, LLC | 761 | $248.0K | 0.03% | −100−11.6% | Reduced |
| HB Wealth Management, LLC | 754 | $246.0K | 0.00% | +754 | New |
| Tradition Wealth Management, LLC | 753 | $245.0K | 0.03% | +10+1.3% | Added |
| Bradley Foster & Sargent Inc | 750 | $244.0K | 0.01% | +750 | New |
| New Capital Management LP | 741 | $241.0K | 0.17% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 730 | $238.0K | 0.02% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 720 | $234.0K | 0.10% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 717 | $233.0K | 0.12% | −31−4.1% | Reduced |
| Personal Capital Advisors Corp | 712 | $232.0K | 0.00% | +31+4.6% | Added |
| Main Street Research LLC | 710 | $231.0K | 0.02% | −35−4.7% | Reduced |
| Steel Peak Wealth Management LLC | 707 | $230.0K | 0.01% | −14−1.9% | Reduced |
| Welch & Forbes LLC | 700 | $228.0K | 0.00% | −100−12.5% | Reduced |
| Lantz Financial LLC | 701 | $228.0K | 0.09% | +701 | New |
| NovaPoint Capital, LLC | 695 | $226.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Lake Street Financial LLC | 687 | $224.0K | 0.04% | +17+2.5% | Added |
| Covington Capital Management | 686 | $223.0K | 0.01% | +234+51.8% | Added |
| Balasa Dinverno & Foltz LLC | 683 | $222.0K | 0.01% | −1−0.1% | Reduced |
| 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 |
| Fort Sheridan Advisors LLC | 675 | $220.0K | 0.06% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 671 | $219.0K | 0.01% | +671 | New |
| Verus Capital Partners, LLC | 755 | $218.0K | 0.03% | +755 | 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 |
| Institute for Wealth Management, LLC. | 662 | $216.0K | 0.04% | +662 | New |
| Dougherty Wealth Advisers LLC | 659 | $215.0K | 0.32% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 657 | $214.0K | 0.02% | +657 | New |
| B. Riley Wealth Management, Inc. | 653 | $213.0K | 0.02% | −16−2.4% | Reduced |
| Atria Wealth Solutions, Inc. | 647 | $211.0K | 0.00% | +647 | New |
| Curated Wealth Partners LLC | 700 | $210.0K | 0.07% | 00.0% | Unchanged |
| Highland Private Wealth Management | 642 | $209.0K | 0.03% | +642 | New |
| Austin Private Wealth, LLC | 643 | $209.0K | 0.04% | +643 | New |
| Simmons Bank | 640 | $208.0K | 0.02% | +640 | New |
| Choate Investment Advisors | 636 | $207.0K | 0.01% | −790−55.4% | Reduced |
| TCI Wealth Advisors, Inc. | 629 | $205.0K | 0.03% | +25+4.1% | Added |
| Deseret Mutual Benefit Administrators | 620 | $202.0K | 0.04% | −100−13.9% | Reduced |
| Crestwood Advisors Group LLC | 620 | $202.0K | 0.01% | +620 | New |
| Mutual Advisors, LLC | 618 | $201.0K | 0.01% | +618 | New |
| Bremer Bank National Association | 617 | $201.0K | 0.03% | +617 | New |
| Manchester Capital Management LLC | 615 | $200.0K | 0.03% | +1+0.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 607 | $198.0K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 595 | $194.0K | 0.05% | +363+156.5% | Added |
| Ellevest, Inc. | 533 | $174.0K | 0.01% | −7−1.3% | Reduced |
| Carolina Wealth Advisors, LLC | 532 | $173.0K | 0.11% | 00.0% | Unchanged |
| State of Wyoming | 521 | $170.0K | 0.09% | −65−11.1% | Reduced |
| Smithfield Trust Co | 520 | $168.0K | 0.01% | −106−16.9% | Reduced |
| Addison Advisors LLC | 503 | $164.0K | 0.09% | 00.0% | Unchanged |
| Clear Street Markets LLC | 488 | $159.0K | 0.05% | +488 | New |
| West Paces Advisors Inc. | 481 | $156.6K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 475 | $154.0K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 440 | $143.0K | 0.03% | +440 | New |
| Magellan Asset Management Ltd | 425 | $138.0K | 0.00% | −107−20.1% | Reduced |
| 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 |
| Fortis Advisors, LLC | 414 | $135.0K | 0.07% | +414 | New |
| SRS Capital Advisors, Inc. | 400 | $130.0K | 0.02% | +113+39.4% | Added |
| Arlington Partners LLC | 381 | $124.0K | 0.04% | 00.0% | Unchanged |
| Private Capital Group, LLC | 347 | $113.0K | 0.03% | −6−1.7% | Reduced |
| Heritage Wealth Advisors | 345 | $112.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 344 | $112.0K | 0.00% | +2+0.6% | Added |
| Cambridge Trust Co | 342 | $111.0K | 0.00% | +109+46.8% | Added |
| Hexagon Capital Partners LLC | 329 | $107.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 327 | $106.0K | 0.02% | +15+4.8% | Added |
| Mascoma Wealth Management LLC | 321 | $105.0K | 0.03% | +110+52.1% | Added |
| Geneos Wealth Management Inc. | 321 | $104.0K | 0.00% | −18−5.3% | Reduced |
| Trustcore Financial Services, LLC | 299 | $97.0K | 0.01% | −34−10.2% | Reduced |
| Versant Capital Management, Inc | 294 | $96.0K | 0.03% | −1−0.3% | Reduced |
| Bollard Group LLC | 292 | $95.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 277 | $90.0K | 0.00% | +3+1.1% | Added |
| Fred Alger Management, LLC | 251 | $82.0K | 0.00% | +175+230.3% | Added |
| Montag A & Associates Inc | 250 | $81.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 233 | $76.0K | 0.01% | −4−1.7% | Reduced |
| Oakworth Capital, Inc. | 226 | $74.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 222 | $73.0K | 0.04% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 214 | $70.0K | 0.02% | −186−46.5% | 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 |
| Whittier Trust Co of Nevada Inc | 205 | $67.0K | 0.00% | −60−22.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 200 | $65.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Curi Capital | 184 | $60.0K | 0.01% | +1+0.5% | Added |
| Rosenberg Matthew Hamilton | 185 | $60.0K | 0.02% | +185 | New |
| Archer Investment Corp | 175 | $58.4K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 173 | $56.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 169 | $55.0K | 0.00% | −127−42.9% | Reduced |
| AdvisorNet Financial, Inc | 170 | $55.0K | 0.00% | +10+6.3% | Added |
| Core Alternative Capital | 162 | $53.0K | 0.01% | +162 | New |
| Riverview Trust Co | 157 | $51.0K | 0.04% | +157 | New |
| Power Corp of Canada | 142 | $46.0K | 0.00% | +142 | New |
| Sugarloaf Wealth Management, LLC | 136 | $44.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 133 | $43.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 131 | $43.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 125 | $41.0K | 0.01% | +104+495.2% | Added |
| TCWP LLC | 125 | $40.0K | 0.01% | +125 | New |