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 2023
Institutional positions in Aon plc as of Mar 31, 2023. 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
- 1,014
- −2 vs. Q4 2022
- Shares held
- 176.8M
- +1.64M (+0.9%) vs. Q4 2022
- Total value
- $55.7B
- +$3.18B (+6.1%) vs. Q4 2022
- New holders
- 77
- 341 more added
- Sold out
- 79
- 403 more reduced
18 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1 | $313 | 0.00% | +1 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $316 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2 | $631 | 0.00% | −7−77.8% | Reduced |
| Stonebridge Capital Advisors LLC | 4 | $1.26K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $1.26K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4 | $1.26K | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 4 | $1.26K | 0.00% | +1+33.3% | Added |
| Beacon Capital Management, LLC | 5 | $1.58K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $1.58K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $2.00K | 0.00% | +8 | New |
| Central Bank & Trust Co | 7 | $2.21K | 0.00% | +7 | New |
| Ahrens Investment Partners LLC | 7 | $2.21K | 0.00% | +7 | New |
| Country Trust Bank | 8 | $2.52K | 0.00% | −1−11.1% | Reduced |
| Disciplined Investments, LLC | 9 | $2.84K | 0.00% | −2−18.2% | Reduced |
| Concord Wealth Partners | 9 | $2.84K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 9 | $2.84K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $2.84K | 0.00% | −4−30.8% | Reduced |
| MCF Advisors LLC | 10 | $3.15K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 11 | $3.44K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $3.47K | 0.00% | +1+10.0% | Added |
| Sageworth Trust Co | 12 | $3.78K | 0.00% | +3+33.3% | Added |
| HighMark Wealth Management LLC | 13 | $4.11K | 0.00% | −1−7.1% | Reduced |
| Castleview Partners, LLC | 14 | $4.41K | 0.00% | −6−30.0% | Reduced |
| Creative Financial Designs Inc | 15 | $4.73K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 15 | $4.73K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 15 | $4.73K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 20 | $6.47K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 21 | $6.62K | 0.00% | +21 | New |
| Schubert & Co | 22 | $6.94K | 0.01% | −10−31.3% | Reduced |
| Glen Eagle Advisors, LLC | 23 | $7.25K | 0.00% | +2+9.5% | Added |
| Abound Wealth Management | 23 | $7.26K | 0.00% | +2+9.5% | Added |
| Sofos Investments, Inc. | 315 | $7.71K | 0.34% | +15+5.0% | Added |
| Capital Advisors, Ltd. LLC | 24 | $8.00K | 0.00% | −42−63.6% | Reduced |
| Byrne Asset Management LLC | 25 | $8.00K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 26 | $8.20K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 29 | $9.00K | 0.00% | +23+383.3% | Added |
| Jones Financial Companies LLLP | 30 | $9.46K | 0.00% | −46−60.5% | Reduced |
| BerganKDV Wealth Management, LLC | 31 | $9.77K | 0.00% | +1+3.3% | Added |
| Pinnacle Bancorp, Inc. | 33 | $10.4K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 33 | $10.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 33 | $10.4K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 34 | $10.7K | 0.00% | +4+13.3% | Added |
| Fortis Capital Advisors, LLC | 39 | $12.3K | 0.01% | −463−92.2% | Reduced |
| Optiver Holding B.V. | 39 | $12.3K | 0.00% | +39 | New |
| JNBA Financial Advisors | 39 | $12.3K | 0.00% | −5−11.4% | Reduced |
| Motco | 40 | $12.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 39 | $12.7K | 0.00% | −1−2.5% | Reduced |
| Washington Trust Advisors, Inc. | 41 | $12.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 42 | $13.0K | 0.00% | −374−89.9% | Reduced |
| Valley National Advisers Inc | 40 | $13.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 42 | $13.2K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 42 | $13.5K | 0.01% | +42 | New |
| Tortoise Investment Management, LLC | 43 | $13.6K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 43 | $13.6K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 44 | $13.9K | 0.00% | −12,068−99.6% | Reduced |
| Coastal Capital Group, Inc. | 44 | $13.9K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 47 | $14.0K | 0.00% | +13+38.2% | Added |
| Newbridge Financial Services Group, Inc. | 48 | $15.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 51 | $16.1K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 54 | $17.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 60 | $19.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 62 | $19.5K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 65 | $20.5K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 68 | $21.4K | 0.00% | +56+466.7% | Added |
| Ritter Daniher Financial Advisory LLC | 70 | $22.1K | 0.01% | −43−38.1% | Reduced |
| Riverview Trust Co | 71 | $22.4K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 73 | $23.0K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 74 | $23.3K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 79 | $24.9K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 84 | $26.5K | 0.02% | +84 | New |
| Milestone Investment Advisors LLC | 94 | $29.6K | 0.01% | +94 | New |
| Quarry LP | 99 | $31.2K | 0.02% | +99 | New |
| Montag A & Associates Inc | 100 | $31.5K | 0.00% | −150−60.0% | Reduced |
| Register Financial Advisors LLC | 100 | $31.5K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 100 | $32.0K | 0.01% | −9−8.3% | Reduced |
| Park Place Capital Corp | 109 | $34.4K | 0.01% | +74+211.4% | Added |
| Sutton Wealth Advisors Inc. | 112 | $35.3K | 0.02% | −2−1.8% | Reduced |
| Baker Avenue Asset Management, LP | 116 | $36.6K | 0.00% | +4+3.6% | Added |
| Grey Fox Wealth Advisors, LLC | 119 | $37.5K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $38.5K | 0.01% | −1−0.8% | Reduced |
| Machina Capital S.A.S. | 129 | $40.7K | 0.04% | −1,371−91.4% | Reduced |
| Loomis Sayles & Co L P | 131 | $41.0K | 0.00% | −365−73.6% | Reduced |
| Eagle Bay Advisors LLC | 134 | $42.2K | 0.02% | −4−2.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 136 | $42.9K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 138 | $43.5K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 140 | $44.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 141 | $44.5K | 0.01% | −129−47.8% | Reduced |
| Archer Investment Corp | 145 | $45.7K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 145 | $45.7K | 0.01% | +5+3.6% | Added |
| Farmers & Merchants Investments Inc | 147 | $46.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 144 | $46.8K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 150 | $47.3K | 0.01% | −59−28.2% | Reduced |
| Western Pacific Wealth Management, LP | 172 | $54.2K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 176 | $55.5K | 0.04% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 180 | $56.8K | 0.09% | +180 | New |
| Rosenberg Matthew Hamilton | 187 | $59.0K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 142 | $61.0K | 0.03% | +142 | New |
| Canton Hathaway, LLC | 200 | $63.0K | 0.02% | 00.0% | Unchanged |