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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 209 | $56.0K | 0.01% | +5+2.5% | Added |
| Washington Trust Advisors, Inc. | 208 | $56.0K | 0.01% | +77+58.8% | Added |
| Riverview Trust Co | 228 | $61.0K | 0.06% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 222 | $61.2K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 231 | $62.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 237 | $64.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 249 | $66.0K | 0.00% | −141−36.2% | Reduced |
| Montag A & Associates Inc | 250 | $67.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 251 | $68.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 255 | $68.3K | 0.03% | +85+50.0% | Added |
| Trustcore Financial Services, LLC | 267 | $72.0K | 0.01% | −32−10.7% | Reduced |
| Ci Investments Inc. | 268 | $72.0K | 0.00% | +243+972.0% | Added |
| Fred Alger Management, LLC | 291 | $78.0K | 0.00% | −107−26.9% | Reduced |
| CVA Family Office, LLC | 290 | $78.0K | 0.02% | +35+13.7% | Added |
| Versant Capital Management, Inc | 294 | $79.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 309 | $82.0K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 305 | $82.0K | 0.00% | +33+12.1% | Added |
| Alaska Permanent Fund Corp | 321 | $86.0K | 0.00% | +110+52.1% | Added |
| Mascoma Wealth Management LLC | 323 | $87.0K | 0.03% | −1−0.3% | Reduced |
| Washington Trust Co | 343 | $92.0K | 0.00% | +4+1.2% | Added |
| Crewe Advisors LLC | 343 | $92.0K | 0.02% | +73+27.0% | Added |
| First Horizon Advisors, Inc. | 377 | $100.0K | 0.00% | −14−3.6% | Reduced |
| West Paces Advisors Inc. | 381 | $102.1K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 416 | $112.0K | 0.03% | −340−45.0% | Reduced |
| High Net Worth Advisory Group LLC | 419 | $112.0K | 0.05% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 429 | $115.0K | 0.00% | +91+26.9% | Added |
| Hexagon Capital Partners LLC | 437 | $117.0K | 0.03% | +98+28.9% | Added |
| Bank of New Hampshire | 440 | $118.0K | 0.04% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 440 | $118.0K | 0.24% | +440 | New |
| Icon Wealth Advisors, LLC | 443 | $119.0K | 0.01% | +443 | New |
| Clear Street Markets LLC | 449 | $120.0K | 0.02% | −396−46.9% | Reduced |
| Cary Street Partners Asset Management LLC | 480 | $129.0K | 0.03% | +480 | New |
| Ronald Blue Trust, Inc. | 497 | $133.0K | 0.00% | +31+6.7% | Added |
| Addison Advisors LLC | 503 | $135.0K | 0.08% | 00.0% | Unchanged |
| Asset Dedication, LLC | 521 | $139.0K | 0.02% | +390+297.7% | Added |
| Smithfield Trust Co | 520 | $140.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 526 | $141.0K | 0.01% | +76+16.9% | Added |
| Carolina Wealth Advisors, LLC | 532 | $143.0K | 0.11% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 569 | $152.0K | 0.02% | +49+9.4% | Added |
| Alta Advisers Ltd | 600 | $161.0K | 0.10% | +600 | New |
| Clearstead Advisors, LLC | 608 | $163.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 614 | $164.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 613 | $164.0K | 0.03% | +12+2.0% | Added |
| TD Ameritrade Investment Management, LLC | 619 | $166.0K | 0.00% | −50−7.5% | Reduced |
| DuPont Capital Management Corp | 632 | $169.0K | 0.01% | −157−19.9% | Reduced |
| Dougherty Wealth Advisers LLC | 659 | $177.0K | 0.35% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 662 | $177.0K | 0.03% | +93+16.3% | Added |
| Tiemann Investment Advisors, LLC | 680 | $182.0K | 0.12% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 744 | $199.0K | 0.03% | +1+0.1% | Added |
| Oppenheimer & Co Inc | 752 | $201.0K | 0.00% | −94−11.1% | Reduced |
| Verus Capital Partners, LLC | 755 | $202.0K | 0.04% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 753 | $202.0K | 0.00% | +6+0.8% | Added |
| Mutual Advisors, LLC | 753 | $202.0K | 0.01% | +753 | New |
| GraniteShares Advisors LLC | 759 | $203.0K | 0.16% | −73−8.8% | Reduced |
| StrategIQ Financial Group, LLC | 761 | $204.0K | 0.03% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 774 | $207.0K | 0.04% | −64−7.6% | Reduced |
| Geller Advisors LLC | 774 | $207.0K | 0.04% | −18−2.3% | Reduced |
| FirstPurpose Wealth LLC | 771 | $207.0K | 0.14% | +771 | New |
| Essex LLC | 777 | $208.0K | 0.07% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 778 | $208.5K | 0.02% | −1−0.1% | Reduced |
| Curated Wealth Partners LLC | 780 | $209.0K | 0.06% | +780 | New |
| Maripau Wealth Management LLC | 746 | $210.0K | 0.23% | +1+0.1% | Added |
| We Are One Seven, LLC | 791 | $211.0K | 0.02% | −1−0.1% | Reduced |
| Engineers Gate Manager LP | 790 | $212.0K | 0.01% | −2,195−73.5% | Reduced |
| Motive Wealth Advisors | 792 | $212.0K | 0.17% | −372−32.0% | Reduced |
| Baystate Wealth Management LLC | 792 | $212.0K | 0.02% | +1+0.1% | Added |
| Asset Management Corp | 796 | $213.0K | 0.17% | +1+0.1% | Added |
| Hendershot Investments Inc. | 800 | $214.0K | 0.04% | 00.0% | Unchanged |
| Insight Inv LLC | 800 | $214.0K | 0.24% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 809 | $217.0K | 0.03% | −218−21.2% | Reduced |
| Venture Visionary Partners LLC | 811 | $217.0K | 0.02% | 00.0% | Unchanged |
| Highland Private Wealth Management | 807 | $217.0K | 0.04% | +807 | New |
| NuWave Investment Management, LLC | 814 | $218.0K | 0.25% | +814 | New |
| Dowling & Yahnke LLC | 819 | $219.0K | 0.01% | +32+4.1% | Added |
| Buckingham Strategic Wealth, LLC | 821 | $220.0K | 0.00% | +821 | New |
| Premier Fund Managers Ltd | 826 | $224.0K | 0.02% | −15,276−94.9% | Reduced |
| Putnam Investments LLC | 837 | $224.0K | 0.00% | −40−4.6% | Reduced |
| Forte Capital LLC | 848 | $227.0K | 0.04% | −25−2.9% | Reduced |
| Center for Financial Planning, Inc. | 853 | $228.0K | 0.06% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 853 | $228.0K | 0.01% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 850 | $228.0K | 0.03% | 00.0% | Unchanged |
| Stonnington Group, LLC | 815 | $229.0K | 0.06% | −100−10.9% | Reduced |
| Hallmark Capital Management Inc | 855 | $229.0K | 0.02% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 859 | $230.0K | 0.01% | −1,039−54.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 859 | $230.0K | 0.05% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 867 | $232.0K | 0.04% | −4−0.5% | Reduced |
| Proficio Capital Partners LLC | 869 | $232.0K | 0.04% | +53+6.5% | Added |
| Legacy Capital Wealth Partners, LLC | 879 | $235.0K | 0.12% | −23−2.5% | Reduced |
| Legacy Financial Advisors, Inc. | 879 | $235.0K | 0.06% | +47+5.6% | Added |
| Shilanski & Associates, Inc. | 877 | $235.0K | 0.09% | +877 | New |
| Private Capital Management LLC | 877 | $235.0K | 0.09% | +877 | New |
| Everhart Financial Group, Inc. | 877 | $235.0K | 0.13% | +877 | New |
| Cedar Brook Financial Partners, LLC | 879 | $235.5K | 0.08% | +19+2.2% | Added |
| Fortem Financial Group, LLC | 884 | $237.0K | 0.16% | −402−31.3% | Reduced |
| Retirement Planning Group | 886 | $237.0K | 0.03% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 885 | $237.0K | 0.09% | +885 | New |
| LMCG Investments, LLC | 897 | $240.0K | 0.02% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 900 | $241.0K | 0.13% | 00.0% | Unchanged |
| McLean Asset Management Corp | 884 | $241.0K | 0.09% | +35+4.1% | Added |
| Old Mission Investment Co LLC | 905 | $242.4K | 0.11% | 00.0% | Unchanged |