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 |
|---|---|---|---|---|---|
| TFC Financial Management | 200 | $63.1K | 0.02% | +94+88.7% | Added |
| Farther Finance Advisors, LLC | 201 | $63.4K | 0.02% | +42+26.4% | Added |
| Core Alternative Capital | 203 | $64.0K | 0.01% | +12+6.3% | Added |
| Column Capital Advisors, LLC | 214 | $67.5K | 0.01% | −17−7.4% | Reduced |
| Salem Investment Counselors Inc | 223 | $70.3K | 0.00% | −84−27.4% | Reduced |
| Global Financial Private Client, LLC | 222 | $70.4K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 228 | $71.9K | 0.02% | −9−3.8% | Reduced |
| Oakworth Capital, Inc. | 232 | $73.1K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 237 | $74.8K | 0.02% | +237 | New |
| Cambridge Trust Co | 238 | $75.0K | 0.00% | −25−9.5% | Reduced |
| Harbour Investments, Inc. | 240 | $75.7K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 244 | $77.1K | 0.01% | +56+29.8% | Added |
| Ameritas Advisory Services, LLC | 243 | $77.4K | 0.00% | +243 | New |
| AdvisorNet Financial, Inc | 247 | $77.9K | 0.01% | +11+4.7% | Added |
| Grove Bank & Trust | 248 | $78.2K | 0.02% | +19+8.3% | Added |
| Covestor Ltd | 254 | $80.0K | 0.07% | +171+206.0% | Added |
| Cassady Schiller Wealth Management, LLC | 275 | $86.7K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 280 | $88.3K | 0.02% | −200−41.7% | Reduced |
| Jackson Square Partners, LLC | 284 | $89.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 290 | $91.4K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 298 | $94.0K | 0.03% | +4+1.4% | Added |
| Geneos Wealth Management Inc. | 309 | $97.4K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 320 | $100.2K | 0.04% | +65+25.5% | Added |
| Washington Trust Co | 340 | $107.2K | 0.00% | −1−0.3% | Reduced |
| Hexagon Capital Partners LLC | 346 | $109.1K | 0.03% | −33−8.7% | Reduced |
| American National Bank | 357 | $112.6K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 362 | $114.1K | 0.08% | +20+5.8% | Added |
| TD Ameritrade Investment Management, LLC | 372 | $117.0K | 0.00% | −79−17.5% | Reduced |
| West Paces Advisors Inc. | 381 | $120.1K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 796 | $122.3K | 0.01% | −1,068−57.3% | Reduced |
| Bank of New Hampshire | 390 | $123.0K | 0.04% | −50−11.4% | Reduced |
| Horizon Bancorp Inc | 390 | $123.0K | 0.08% | −110−22.0% | Reduced |
| First Horizon Advisors, Inc. | 394 | $124.2K | 0.00% | −3−0.8% | Reduced |
| Mendota Financial Group, LLC | 383 | $124.7K | 0.12% | +283+283.0% | Added |
| Clear Street Markets LLC | 402 | $127.0K | 0.04% | −1,207−75.0% | Reduced |
| Magellan Asset Management Ltd | 404 | $127.4K | 0.00% | −37−8.4% | Reduced |
| Arlington Partners LLC | 404 | $127.4K | 0.02% | +23+6.0% | Added |
| Trust Co of Vermont | 428 | $134.9K | 0.01% | −21−4.7% | Reduced |
| Icon Wealth Partners, LLC | 436 | $137.5K | 0.01% | +436 | New |
| Financial Freedom, LLC | 492 | $155.0K | 0.11% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 492 | $155.1K | 0.01% | +234+90.7% | Added |
| Addison Advisors LLC | 500 | $157.6K | 0.09% | −3−0.6% | Reduced |
| Kapitalo Investimentos Ltda | 512 | $161.4K | 0.05% | +512 | New |
| Smithfield Trust Co | 520 | $164.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 532 | $167.7K | 0.10% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 559 | $168.0K | 0.00% | −112−16.7% | Reduced |
| SRS Capital Advisors, Inc. | 535 | $168.8K | 0.02% | +13+2.5% | Added |
| Dark Forest Capital Management LP | 573 | $180.7K | 0.04% | +170+42.2% | Added |
| Alta Advisers Ltd | 600 | $189.2K | 0.11% | 00.0% | Unchanged |
| Colonial Trust Advisors | 610 | $192.3K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 614 | $193.6K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 618 | $194.8K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 629 | $198.0K | 0.00% | +67+11.9% | Added |
| Avantax Advisory Services, Inc. | 648 | $204.4K | 0.00% | +648 | New |
| Verus Capital Partners, LLC | 655 | $206.5K | 0.03% | +655 | New |
| Dougherty Wealth Advisers LLC | 659 | $207.8K | 0.31% | 00.0% | Unchanged |
| PDS Planning, Inc | 660 | $208.1K | 0.03% | +660 | New |
| TCI Wealth Advisors, Inc. | 661 | $208.4K | 0.03% | −2−0.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 662 | $208.7K | 0.03% | +662 | New |
| Kolinsky Wealth Management, LLC | 664 | $209.0K | 0.22% | −40−5.7% | Reduced |
| OneAscent Wealth Management LLC | 668 | $211.0K | 0.08% | −104−13.5% | Reduced |
| Keel Point, LLC | 671 | $211.7K | 0.03% | −46−6.4% | Reduced |
| Financial Counselors Inc | 671 | $212.0K | 0.00% | −364−35.2% | Reduced |
| D'Orazio & Associates, Inc. | 675 | $212.8K | 0.06% | −31−4.4% | Reduced |
| Carr Financial Group Corp | 676 | $213.1K | 0.09% | 00.0% | Unchanged |
| Clifford Group, LLC | 685 | $216.0K | 0.26% | −82−10.7% | Reduced |
| Cobblestone Capital Advisors LLC | 685 | $216.0K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 682 | $216.2K | 0.00% | +682 | New |
| NovaPoint Capital, LLC | 686 | $216.3K | 0.09% | +1+0.1% | Added |
| Kula Investments, LLC | 687 | $216.6K | 0.05% | −3,226−82.4% | Reduced |
| Simmons Bank | 687 | $216.6K | 0.02% | −56−7.5% | Reduced |
| Evergreen Capital Management LLC | 690 | $217.6K | 0.01% | +690 | New |
| Pinnacle Associates Ltd | 698 | $220.1K | 0.00% | +698 | New |
| Hendershot Investments Inc. | 700 | $220.7K | 0.04% | 00.0% | Unchanged |
| Marathon Capital Management | 700 | $220.7K | 0.05% | +700 | New |
| Aaron Wealth Advisors | 703 | $221.6K | 0.03% | +703 | New |
| River Wealth Advisors LLC | 705 | $222.3K | 0.04% | −42−5.6% | Reduced |
| Amplius Wealth Advisors, LLC | 707 | $222.9K | 0.03% | +707 | New |
| Cornerstone Wealth Group, LLC | 710 | $223.9K | 0.04% | +14+2.0% | Added |
| Woodard & Co Asset Management Group Inc | 720 | $227.0K | 0.08% | 00.0% | Unchanged |
| True North Advisors, LLC | 727 | $229.2K | 0.07% | +727 | New |
| Everhart Financial Group, Inc. | 729 | $229.8K | 0.10% | +729 | New |
| FineMark National Bank & Trust | 734 | $231.4K | 0.01% | +734 | New |
| Laurion Capital Management LP | 739 | $233.0K | 0.01% | +739 | New |
| Essex LLC | 777 | $233.2K | 0.07% | 00.0% | Unchanged |
| New Capital Management LP | 741 | $233.6K | 0.09% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 743 | $234.8K | 0.01% | +743 | New |
| Hallmark Capital Management Inc | 746 | $235.2K | 0.02% | −43−5.4% | Reduced |
| Channel Wealth LLC | 748 | $235.8K | 0.15% | +748 | New |
| Maripau Wealth Management LLC | 749 | $236.1K | 0.25% | +1+0.1% | Added |
| Putnam Investments LLC | 749 | $236.2K | 0.00% | +23+3.2% | Added |
| Buckingham Strategic Wealth, LLC | 807 | $242.2K | 0.00% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 772 | $243.4K | 0.12% | −163−17.4% | Reduced |
| Clearstead Advisors, LLC | 785 | $247.5K | 0.02% | +177+29.1% | Added |
| Asset Dedication, LLC | 790 | $249.0K | 0.02% | +430+119.4% | Added |
| Inspire Advisors, LLC | 790 | $249.1K | 0.06% | 00.0% | Unchanged |
| Connors Investor Services Inc | 800 | $252.0K | 0.03% | −200−20.0% | Reduced |
| Exos TFP Holdings LLC | 802 | $252.9K | 0.06% | +585+269.6% | Added |
| Consolidated Portfolio Review Corp | 804 | $253.5K | 0.07% | +804 | New |
| StrategIQ Financial Group, LLC | 806 | $254.1K | 0.03% | +45+5.9% | Added |