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 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 1,247 | $393.2K | 0.06% | +15+1.2% | Added |
| RDA Financial Network | 1,251 | $394.4K | 0.18% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,266 | $399.1K | 0.29% | +71+5.9% | Added |
| Financial Advocates Investment Management | 1,273 | $401.4K | 0.03% | −50−3.8% | Reduced |
| Greenspring Advisors, LLC | 1,278 | $402.9K | 0.09% | −109−7.9% | Reduced |
| waypoint wealth counsel | 1,284 | $404.8K | 0.31% | −187−12.7% | Reduced |
| Graypoint LLC | 1,287 | $405.8K | 0.04% | +209+19.4% | Added |
| Legacy Capital Group California, Inc. | 1,297 | $409.0K | 0.20% | +1,297 | New |
| Brookstone Capital Management | 1,243 | $410.0K | 0.01% | +34+2.8% | Added |
| JFS Wealth Advisors, LLC | 1,307 | $412.1K | 0.04% | −1−0.1% | Reduced |
| Ausdal Financial Partners, Inc. | 1,311 | $413.4K | 0.06% | −16−1.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,319 | $415.9K | 0.13% | −47−3.4% | Reduced |
| Altfest L J & Co Inc | 1,323 | $417.0K | 0.07% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,331 | $419.7K | 0.07% | −33−2.4% | Reduced |
| Apollon Wealth Management, LLC | 1,335 | $420.9K | 0.03% | −317−19.2% | Reduced |
| Newton One Investments LLC | 1,335 | $421.1K | 0.25% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,356 | $427.5K | 0.07% | +50+3.8% | Added |
| Wealthsource Partners, LLC | 1,363 | $429.7K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,375 | $433.5K | 0.17% | +25+1.9% | Added |
| Hilltop Holdings Inc. | 1,378 | $434.5K | 0.06% | −28−2.0% | Reduced |
| Allworth Financial LP | 1,390 | $438.2K | 0.00% | +116+9.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,392 | $438.9K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,398 | $440.8K | 0.02% | +1,398 | New |
| Baldwin Investment Management, LLC | 1,400 | $441.4K | 0.08% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 1,408 | $443.9K | 0.00% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,409 | $444.2K | 0.02% | −1−0.1% | Reduced |
| Avidian Wealth Solutions, LLC | 1,409 | $444.4K | 0.02% | +2+0.1% | Added |
| ISAM Funds (UK) Ltd | 1,418 | $447.1K | 0.57% | +1,418 | New |
| Gryphon Financial Partners LLC | 1,425 | $449.2K | 0.10% | +1,425 | New |
| Arrowroot Family Office, LLC | 1,427 | $449.9K | 0.38% | +1,427 | New |
| Jmac Enterprises LLC | 1,432 | $451.5K | 0.11% | −50−3.4% | Reduced |
| SeaCrest Wealth Management, LLC | 1,444 | $455.3K | 0.06% | +110+8.2% | Added |
| Equitable Holdings, Inc. | 1,447 | $456.2K | 0.01% | +32+2.3% | Added |
| Neville Rodie & Shaw Inc | 1,450 | $457.0K | 0.04% | −50−3.3% | Reduced |
| Advisor OS, LLC | 1,451 | $457.5K | 0.11% | +99+7.3% | Added |
| MAI Capital Management | 1,454 | $458.4K | 0.01% | −136−8.6% | Reduced |
| IFG Advisors, LLC | 1,466 | $462.2K | 0.18% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,491 | $470.1K | 0.06% | −636−29.9% | Reduced |
| Trustmark National Bank Trust Department | 1,498 | $472.3K | 0.04% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 1,512 | $476.7K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,477 | $485.0K | 0.21% | +1,477 | New |
| Sunflower Bank, N.A. | 1,540 | $485.5K | 0.11% | 00.0% | Unchanged |
| Argent Trust Co | 1,541 | $485.9K | 0.03% | +10+0.7% | Added |
| Twelve Points Wealth Management LLC | 1,547 | $487.8K | 0.28% | +167+12.1% | Added |
| Advisors Preferred, LLC | 1,539 | $488.0K | 0.17% | −422−21.5% | Reduced |
| ASB Consultores, LLC | 1,551 | $489.0K | 0.20% | +1,551 | New |
| Echo Street Capital Management LLC | 1,564 | $493.1K | 0.00% | +1,564 | New |
| LVW Advisors, LLC | 1,571 | $495.3K | 0.10% | +97+6.6% | Added |
| Perigon Wealth Management, LLC | 1,574 | $496.4K | 0.03% | −58−3.6% | Reduced |
| SageView Advisory Group, LLC | 1,582 | $498.6K | 0.03% | +1,582 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,594 | $502.6K | 0.01% | +821+106.2% | Added |
| Financial Architects, Inc | 1,618 | $510.1K | 0.08% | −253−13.5% | Reduced |
| Proequities, Inc. | 1,638 | $516.6K | 0.04% | −9−0.5% | Reduced |
| Prossimo Advisors, LLC | 1,641 | $517.0K | 1.26% | +3+0.2% | Added |
| Saturna Capital CORP | 1,664 | $524.6K | 0.01% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 1,616 | $525.5K | 0.21% | +904+127.0% | Added |
| Baker Tilly Wealth Management, LLC | 1,675 | $528.1K | 0.06% | −262−13.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,687 | $532.0K | 0.13% | +38+2.3% | Added |
| Northern Capital Management, Inc. | 1,688 | $532.2K | 0.46% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,689 | $532.4K | 0.04% | −399−19.1% | Reduced |
| Kinneret Advisory, LLC | 1,696 | $534.7K | 0.07% | −91−5.1% | Reduced |
| Quantitative Investment Management, LLC | 1,698 | $535.0K | 0.11% | +1,698 | New |
| Wedbush Securities Inc | 1,703 | $537.0K | 0.03% | −12−0.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,711 | $539.0K | 0.20% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,727 | $544.5K | 0.02% | 00.0% | Unchanged |
| Crane Advisory, LLC | 1,697 | $546.0K | 0.19% | −63−3.6% | Reduced |
| Ballentine Partners, LLC | 1,733 | $546.4K | 0.01% | +647+59.6% | Added |
| Global Retirement Partners, LLC | 1,707 | $546.9K | 0.03% | +335+24.4% | Added |
| Alliance Wealth Advisors, LLC | 1,739 | $548.3K | 0.22% | −562−24.4% | Reduced |
| Freestone Capital Holdings, LLC | 1,745 | $550.2K | 0.02% | −89−4.9% | Reduced |
| Yarbrough Capital, LLC | 1,746 | $550.5K | 0.04% | 00.0% | Unchanged |
| Henshaw Capital LLC | 1,753 | $552.6K | 0.03% | −156−8.2% | Reduced |
| Wedmont Private Capital | 1,734 | $554.8K | 0.07% | +361+26.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,777 | $560.3K | 0.02% | −19−1.1% | Reduced |
| Wrapmanager Inc | 1,778 | $560.6K | 0.17% | −85−4.6% | Reduced |
| Lantz Financial LLC | 1,784 | $562.5K | 0.23% | −100−5.3% | Reduced |
| TD Waterhouse Canada Inc. | 1,776 | $565.6K | 0.01% | −19−1.1% | Reduced |
| Conning Inc. | 1,805 | $569.1K | 0.02% | −90−4.7% | Reduced |
| HB Wealth Management, LLC | 1,828 | $576.4K | 0.01% | +77+4.4% | Added |
| National Wealth Management Group, LLC | 1,742 | $585.6K | 0.67% | +1,742 | New |
| Stokes Family Office, LLC | 1,868 | $589.0K | 0.07% | +825+79.1% | Added |
| WMS Partners, LLC | 1,872 | $590.2K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,881 | $593.1K | 0.02% | −22−1.2% | Reduced |
| Rede Wealth, LLC | 1,898 | $598.4K | 0.31% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,900 | $599.0K | 0.35% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,910 | $602.2K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,912 | $602.8K | 0.03% | −918−32.4% | Reduced |
| First Business Financial Services, Inc. | 1,921 | $605.7K | 0.08% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,933 | $609.6K | 0.08% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,934 | $609.8K | 0.02% | +29+1.5% | Added |
| Atria Wealth Solutions, Inc. | 1,937 | $610.6K | 0.01% | +149+8.3% | Added |
| First National Bank of Omaha | 1,937 | $610.7K | 0.04% | −483−20.0% | Reduced |
| Advisory Services Network, LLC | 1,973 | $622.2K | 0.02% | −164−7.7% | Reduced |
| Summit Trail Advisors, LLC | 1,975 | $622.6K | 0.03% | −196−9.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,979 | $624.0K | 0.10% | −26−1.3% | Reduced |
| Parsec Financial Management, Inc. | 1,985 | $625.9K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2,000 | $630.6K | 0.11% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,005 | $632.0K | 0.05% | −9−0.4% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 2,027 | $634.9K | 0.60% | −86−4.1% | Reduced |
| Capital Analysts, LLC | 2,030 | $640.0K | 0.04% | −560−21.6% | Reduced |