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 | 1,266 | $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, 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 |
|---|---|---|---|---|---|
| Gryphon Financial Partners LLC | 1,977 | $530.0K | 0.14% | −196−9.0% | Reduced |
| Freestone Capital Holdings, LLC | 1,953 | $523.0K | 0.02% | −1,361−41.1% | Reduced |
| First Hawaiian Bank | 1,941 | $520.0K | 0.02% | −43−2.2% | Reduced |
| TD Waterhouse Canada Inc. | 1,860 | $518.4K | 0.01% | +10+0.5% | Added |
| Plante Moran Financial Advisors, LLC | 1,933 | $518.0K | 0.09% | −16−0.8% | Reduced |
| First Business Financial Services, Inc. | 1,921 | $515.0K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,908 | $511.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,904 | $510.0K | 0.05% | +445+30.5% | Added |
| Conning Inc. | 1,901 | $509.0K | 0.02% | −166−8.0% | Reduced |
| Lountzis Asset Management, LLC | 1,900 | $509.0K | 0.35% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,900 | $509.0K | 0.05% | +1,900 | New |
| Rede Wealth, LLC | 1,898 | $508.0K | 0.30% | 00.0% | Unchanged |
| Lantz Financial LLC | 1,884 | $505.0K | 0.26% | −106−5.3% | Reduced |
| Financial Architects, Inc | 1,871 | $501.0K | 0.09% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,847 | $495.0K | 0.07% | +17+0.9% | Added |
| Crane Advisory, LLC | 1,760 | $486.0K | 0.25% | +1,760 | New |
| Yarbrough Capital, LLC | 1,746 | $468.0K | 0.04% | −1,294−42.6% | Reduced |
| Orion Portfolio Solutions, LLC | 1,746 | $468.0K | 0.02% | +383+28.1% | Added |
| Wedbush Securities Inc | 1,720 | $461.0K | 0.03% | −19−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 1,711 | $458.4K | 0.01% | −738−30.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,711 | $458.0K | 0.21% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 1,688 | $452.0K | 0.46% | 00.0% | Unchanged |
| Momentum Advisors, LLC | 1,671 | $448.0K | 0.50% | +1,671 | New |
| Saturna Capital CORP | 1,664 | $446.0K | 0.01% | 00.0% | Unchanged |
| ACG Wealth | 1,660 | $445.0K | 0.10% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,609 | $431.0K | 0.01% | +194+13.7% | Added |
| Prospera Financial Services Inc | 1,594 | $427.0K | 0.02% | +4+0.3% | Added |
| Blueshift Asset Management, LLC | 1,587 | $425.0K | 0.09% | +731+85.4% | Added |
| Relyea Zuckerberg Hanson LLC | 1,571 | $421.0K | 0.15% | +27+1.7% | Added |
| Federated Hermes, Inc. | 1,571 | $421.0K | 0.00% | +76+5.1% | Added |
| Wealthsource Partners, LLC | 1,563 | $419.0K | 0.03% | −601−27.8% | Reduced |
| Cutler Group LP | 1,564 | $418.0K | 0.05% | +1,010+182.3% | Added |
| Sunflower Bank, N.A. | 1,555 | $417.0K | 0.09% | −12−0.8% | Reduced |
| Argent Trust Co | 1,531 | $410.0K | 0.03% | −21−1.4% | Reduced |
| National Asset Management, Inc. | 1,527 | $410.0K | 0.01% | +385+33.7% | Added |
| IFG Advisory, LLC | 1,524 | $408.0K | 0.04% | +1,524 | New |
| CAPROCK Group, Inc. | 1,517 | $406.0K | 0.04% | +5+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 1,504 | $403.0K | 0.05% | −41−2.7% | Reduced |
| ARGI Investment Services, LLC | 1,505 | $403.0K | 0.01% | +42+2.9% | Added |
| Neville Rodie & Shaw Inc | 1,500 | $402.0K | 0.04% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,498 | $401.0K | 0.04% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,498 | $401.0K | 0.15% | +519+53.0% | Added |
| LVW Advisors, LLC | 1,485 | $398.0K | 0.09% | −23−1.5% | Reduced |
| Equitable Holdings, Inc. | 1,486 | $398.0K | 0.01% | +166+12.6% | Added |
| Greenspring Advisors, LLC | 1,482 | $397.0K | 0.12% | −87−5.5% | Reduced |
| Jmac Enterprises LLC | 1,482 | $397.0K | 0.11% | +55+3.9% | Added |
| Sentry Investment Management LLC | 1,475 | $395.0K | 0.19% | 00.0% | Unchanged |
| IFG Advisors, LLC | 1,466 | $393.0K | 0.20% | +21+1.5% | Added |
| Nwam LLC | 1,450 | $388.0K | 0.04% | −62−4.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,430 | $383.0K | 0.04% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 1,419 | $380.0K | 0.13% | −165−10.4% | Reduced |
| Fosun International Ltd | 1,415 | $380.0K | 0.07% | +1,415 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,407 | $377.0K | 0.02% | +13+0.9% | Added |
| SeaCrest Wealth Management, LLC | 1,406 | $377.0K | 0.06% | +21+1.5% | Added |
| Hilltop Holdings Inc. | 1,406 | $376.0K | 0.05% | −23−1.6% | Reduced |
| Avidian Wealth Solutions, LLC | 1,404 | $376.0K | 0.03% | −1−0.1% | Reduced |
| Baldwin Investment Management, LLC | 1,400 | $375.0K | 0.14% | −100−6.7% | Reduced |
| Sequoia Financial Advisors, LLC | 1,380 | $370.0K | 0.01% | −473−25.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,366 | $365.9K | 0.13% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 1,364 | $365.0K | 0.28% | +200+17.2% | Added |
| Taylor Hoffman Wealth Management | 1,350 | $362.0K | 0.19% | −150−10.0% | Reduced |
| West Family Investments, Inc. | 1,350 | $362.0K | 0.15% | +12+0.9% | Added |
| IFP Advisors, Inc | 2,147 | $362.0K | 0.01% | +465+27.6% | Added |
| Whittier Trust Co of Nevada Inc | 1,352 | $362.0K | 0.02% | +1,143+546.9% | Added |
| Altfest L J & Co Inc | 1,347 | $361.0K | 0.07% | 00.0% | Unchanged |
| Shelton Capital Management | 1,340 | $359.0K | 0.02% | −92−6.4% | Reduced |
| Newton One Investments LLC | 1,335 | $358.0K | 0.25% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,336 | $358.0K | 0.01% | +354+36.0% | Added |
| Wedmont Private Capital | 1,335 | $358.0K | 0.07% | +1,335 | New |
| Brookstone Capital Management | 1,300 | $356.0K | 0.01% | +18+1.4% | Added |
| Financial Advocates Investment Management | 1,325 | $355.0K | 0.03% | −90−6.4% | Reduced |
| Teza Capital Management LLC | 1,313 | $352.0K | 0.07% | +1,313 | New |
| Ausdal Financial Partners, Inc. | 1,310 | $351.0K | 0.06% | +45+3.6% | Added |
| Valeo Financial Advisors, LLC | 1,307 | $350.0K | 0.02% | −285−17.9% | Reduced |
| JFS Wealth Advisors, LLC | 1,307 | $350.0K | 0.04% | +4+0.3% | Added |
| Fort Point Capital Partners LLC | 1,306 | $350.0K | 0.07% | +153+13.3% | Added |
| Norris Perne & French LLP | 1,270 | $340.0K | 0.04% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,260 | $338.0K | 0.03% | +1,260 | New |
| Ergoteles LLC | 1,256 | $336.0K | 0.01% | +1,256 | New |
| RDA Financial Network | 1,251 | $335.0K | 0.18% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 1,252 | $335.0K | 0.00% | +156+14.2% | Added |
| Americana Partners, LLC | 1,232 | $330.0K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,169 | $329.0K | 0.02% | −25−2.1% | Reduced |
| Allworth Financial LP | 1,227 | $329.0K | 0.00% | +62+5.3% | Added |
| First National Bank of Hutchinson | 1,212 | $325.0K | 0.26% | +26+2.2% | Added |
| HC Advisors, LLC | 1,192 | $319.0K | 0.22% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,190 | $319.0K | 0.02% | +1,190 | New |
| Harbor Investment Advisory, LLC | 1,179 | $316.0K | 0.05% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 1,170 | $313.0K | 0.07% | 00.0% | Unchanged |
| BFSG, LLC | 1,157 | $310.0K | 0.07% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,159 | $310.0K | 0.03% | +186+19.1% | Added |
| EverSource Wealth Advisors, LLC | 1,143 | $307.0K | 0.07% | −308−21.2% | Reduced |
| Radnor Capital Management, LLC | 1,144 | $306.0K | 0.09% | −25−2.1% | Reduced |
| Delta Investment Management, LLC | 1,143 | $306.0K | 0.13% | +1,143 | New |
| Sadoff Investment Management LLC | 1,139 | $305.0K | 0.02% | +28+2.5% | Added |
| Heritage Wealth Advisors | 1,132 | $303.2K | 0.02% | +79+7.5% | Added |
| Trust Co of Oklahoma | 1,130 | $302.7K | 0.15% | −19−1.7% | Reduced |
| Annandale Capital, LLC | 1,123 | $301.0K | 0.11% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 1,112 | $298.0K | 0.01% | −400−26.5% | Reduced |
| Weaver Consulting Group | 1,114 | $298.0K | 0.17% | 00.0% | Unchanged |