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, Q3 2022
Institutional positions in Aon plc as of Sep 30, 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
- 950
- −4 vs. Q2 2022
- Shares held
- 180.5M
- −3.11M (−1.7%) vs. Q2 2022
- Total value
- $48.4B
- −$1.13B (−2.3%) vs. Q2 2022
- New holders
- 73
- 352 more added
- Sold out
- 77
- 325 more reduced
12 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| J.Safra Asset Management Corp | 165 | $0 | 0.00% | −1−0.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 1 | $268 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | −1,648−99.8% | Reduced |
| Beacon Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 4 | $1.07K | 0.00% | +4 | New |
| Surevest, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $2.00K | 0.00% | +3+50.0% | Added |
| New Millennium Group LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7 | $2.00K | 0.00% | +7 | New |
| MCF Advisors LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $3.00K | 0.00% | +6+150.0% | Added |
| Gradient Investments LLC | 11 | $3.00K | 0.00% | +6+120.0% | Added |
| Community Bank, N.A. | 12 | $3.00K | 0.00% | +12 | New |
| Colonial Trust Co | 11 | $3.00K | 0.00% | +11 | New |
| Abound Wealth Management | 14 | $3.75K | 0.00% | +14 | New |
| Creative Financial Designs Inc | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 16 | $4.00K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 15 | $4.00K | 0.04% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 15 | $4.00K | 0.00% | +15 | New |
| HighMark Wealth Management LLC | 14 | $4.00K | 0.00% | +14 | New |
| PFS Partners, LLC | 15 | $4.02K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 19 | $5.00K | 0.00% | −196−91.2% | Reduced |
| Castleview Partners, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $5.00K | 0.00% | +1+5.9% | Added |
| Wolff Wiese Magana LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 17 | $5.00K | 0.00% | +17 | New |
| DT Investment Partners, LLC | 20 | $5.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 19 | $5.09K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 21 | $5.63K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $7.00K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 26 | $7.00K | 0.00% | +4+18.2% | Added |
| Bellwether Advisors, LLC | 32 | $8.00K | 0.00% | −1,676−98.1% | Reduced |
| Country Trust Bank | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 28 | $8.00K | 0.01% | +7+33.3% | Added |
| Toth Financial Advisory Corp | 30 | $8.00K | 0.00% | +30 | New |
| Annapolis Financial Services, LLC | 30 | $8.00K | 0.00% | +30 | New |
| Money Concepts Capital Corp | 34 | $9.00K | 0.00% | −631−94.9% | Reduced |
| Earnest Partners LLC | 33 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 33 | $9.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 39 | $10.0K | 0.00% | +39 | New |
| JJJ Advisors Inc. | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 42 | $11.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 44 | $12.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 48 | $13.0K | 0.01% | +1+2.1% | Added |
| Sit Investment Associates Inc | 54 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 51 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 52 | $14.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 52 | $14.0K | 0.00% | +35+205.9% | Added |
| Jones Financial Companies LLLP | 60 | $16.0K | 0.00% | −8−11.8% | Reduced |
| Baldwin Brothers Inc | 65 | $17.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 62 | $17.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 64 | $17.0K | 0.00% | +54+540.0% | Added |
| O'Dell Group, LLC | 67 | $18.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 74 | $19.0K | 0.01% | −12−14.0% | Reduced |
| American National Bank | 72 | $19.0K | 0.00% | +9+14.3% | Added |
| Covestor Ltd | 71 | $19.0K | 0.02% | +48+208.7% | Added |
| NewSquare Capital LLC | 75 | $20.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 79 | $21.0K | 0.01% | +1+1.3% | Added |
| Cranbrook Wealth Management, LLC | 87 | $23.0K | 0.01% | −86−49.7% | Reduced |
| Bell Investment Advisors, Inc | 86 | $23.0K | 0.01% | +32+59.3% | Added |
| Almanack Investment Partners, LLC. | 86 | $23.0K | 0.00% | +86 | New |
| Neo Ivy Capital Management | 92 | $25.0K | 0.07% | +92 | New |
| Spire Wealth Management | 101 | $27.0K | 0.00% | −984−90.7% | Reduced |
| Hanson & Doremus Investment Management | 100 | $27.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $27.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $27.0K | 0.00% | +33+49.3% | Added |
| TFC Financial Management | 106 | $28.0K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 110 | $29.0K | 0.03% | +110 | New |
| Sutton Wealth Advisors Inc. | 115 | $30.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 123 | $33.0K | 0.02% | +23+23.0% | Added |
| Prestige Wealth Management Group LLC | 137 | $37.0K | 0.01% | −8−5.5% | Reduced |
| Eagle Bay Advisors LLC | 138 | $37.0K | 0.02% | −5−3.5% | Reduced |
| Coston, McIsaac & Partners | 140 | $37.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 136 | $37.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 145 | $38.8K | 0.02% | −30−17.1% | Reduced |
| Farmers & Merchants Investments Inc | 147 | $39.0K | 0.00% | −115−43.9% | Reduced |
| Massmutual Trust Co FSB | 158 | $42.0K | 0.00% | +51+47.7% | Added |
| Orion Capital Management LLC | 176 | $47.0K | 0.04% | +176 | New |
| Rosenberg Matthew Hamilton | 187 | $50.0K | 0.02% | +2+1.1% | Added |
| Core Alternative Capital | 189 | $51.0K | 0.01% | +10+5.6% | Added |
| Grayhawk Investment Strategies Inc. | 142 | $52.0K | 0.04% | 00.0% | Unchanged |
| Burleson & Company, LLC | 200 | $54.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 200 | $54.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 209 | $56.0K | 0.01% | 00.0% | Unchanged |