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 | 1,266 | $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, 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 |
|---|---|---|---|---|---|
| Western Financial Corp | 2,236 | $705.0K | 0.50% | +60+2.8% | Added |
| Joel Isaacson & Co., LLC | 2,220 | $699.9K | 0.05% | +100+4.7% | Added |
| Cetera Advisors LLC | 2,198 | $693.1K | 0.01% | +10.0% | Added |
| Beacon Pointe Advisors, LLC | 2,198 | $693.1K | 0.01% | −53−2.4% | Reduced |
| Paradigm Financial Partners, LLC | 2,189 | $690.2K | 0.19% | −65−2.9% | Reduced |
| Empirical Asset Management, LLC | 2,170 | $684.1K | 0.65% | +2,170 | New |
| Cresset Asset Management, LLC | 2,144 | $676.0K | 0.01% | +2+0.1% | Added |
| Inceptionr LLC | 2,124 | $669.7K | 0.21% | +2,124 | New |
| Zions Bancorporation, N.A. | 2,122 | $669.0K | 0.06% | −20−0.9% | Reduced |
| SkyView Investment Advisors, LLC | 2,118 | $668.0K | 0.16% | +49+2.4% | Added |
| KB Financial Partners, LLC | 2,111 | $666.0K | 0.20% | +48+2.3% | Added |
| Buckingham Strategic Partners | 2,080 | $656.1K | 0.04% | +51+2.5% | Added |
| Ridgewood Investments LLC | 2,041 | $643.5K | 0.39% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,030 | $640.0K | 0.04% | −560−21.6% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 2,027 | $634.9K | 0.60% | −86−4.1% | Reduced |
| Vigilant Capital Management, LLC | 2,005 | $632.0K | 0.05% | −9−0.4% | Reduced |
| Thompson Investment Management, Inc. | 2,000 | $630.6K | 0.11% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 1,985 | $625.9K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,979 | $624.0K | 0.10% | −26−1.3% | Reduced |
| Summit Trail Advisors, LLC | 1,975 | $622.6K | 0.03% | −196−9.0% | Reduced |
| Advisory Services Network, LLC | 1,973 | $622.2K | 0.02% | −164−7.7% | Reduced |
| First National Bank of Omaha | 1,937 | $610.7K | 0.04% | −483−20.0% | Reduced |
| Atria Wealth Solutions, Inc. | 1,937 | $610.6K | 0.01% | +149+8.3% | Added |
| Signaturefd, LLC | 1,934 | $609.8K | 0.02% | +29+1.5% | Added |
| Plante Moran Financial Advisors, LLC | 1,933 | $609.6K | 0.08% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,921 | $605.7K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,912 | $602.8K | 0.03% | −918−32.4% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,910 | $602.2K | 0.00% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,900 | $599.0K | 0.35% | 00.0% | Unchanged |
| Rede Wealth, LLC | 1,898 | $598.4K | 0.31% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,881 | $593.1K | 0.02% | −22−1.2% | Reduced |
| WMS Partners, LLC | 1,872 | $590.2K | 0.05% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,868 | $589.0K | 0.07% | +825+79.1% | Added |
| National Wealth Management Group, LLC | 1,742 | $585.6K | 0.67% | +1,742 | New |
| HB Wealth Management, LLC | 1,828 | $576.4K | 0.01% | +77+4.4% | Added |
| Conning Inc. | 1,805 | $569.1K | 0.02% | −90−4.7% | Reduced |
| TD Waterhouse Canada Inc. | 1,776 | $565.6K | 0.01% | −19−1.1% | Reduced |
| Lantz Financial LLC | 1,784 | $562.5K | 0.23% | −100−5.3% | Reduced |
| Wrapmanager Inc | 1,778 | $560.6K | 0.17% | −85−4.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,777 | $560.3K | 0.02% | −19−1.1% | Reduced |
| Wedmont Private Capital | 1,734 | $554.8K | 0.07% | +361+26.3% | Added |
| Henshaw Capital LLC | 1,753 | $552.6K | 0.03% | −156−8.2% | Reduced |
| Yarbrough Capital, LLC | 1,746 | $550.5K | 0.04% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,745 | $550.2K | 0.02% | −89−4.9% | Reduced |
| Alliance Wealth Advisors, LLC | 1,739 | $548.3K | 0.22% | −562−24.4% | Reduced |
| Global Retirement Partners, LLC | 1,707 | $546.9K | 0.03% | +335+24.4% | Added |
| Ballentine Partners, LLC | 1,733 | $546.4K | 0.01% | +647+59.6% | Added |
| Crane Advisory, LLC | 1,697 | $546.0K | 0.19% | −63−3.6% | Reduced |
| Prospera Financial Services Inc | 1,727 | $544.5K | 0.02% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 1,711 | $539.0K | 0.20% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,703 | $537.0K | 0.03% | −12−0.7% | Reduced |
| Quantitative Investment Management, LLC | 1,698 | $535.0K | 0.11% | +1,698 | New |
| Kinneret Advisory, LLC | 1,696 | $534.7K | 0.07% | −91−5.1% | Reduced |
| North Star Investment Management Corp. | 1,689 | $532.4K | 0.04% | −399−19.1% | Reduced |
| Northern Capital Management, Inc. | 1,688 | $532.2K | 0.46% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,687 | $532.0K | 0.13% | +38+2.3% | Added |
| Baker Tilly Wealth Management, LLC | 1,675 | $528.1K | 0.06% | −262−13.5% | Reduced |
| Townsend & Associates, Inc | 1,616 | $525.5K | 0.21% | +904+127.0% | Added |
| Saturna Capital CORP | 1,664 | $524.6K | 0.01% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 1,641 | $517.0K | 1.26% | +3+0.2% | Added |
| Proequities, Inc. | 1,638 | $516.6K | 0.04% | −9−0.5% | Reduced |
| Financial Architects, Inc | 1,618 | $510.1K | 0.08% | −253−13.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,594 | $502.6K | 0.01% | +821+106.2% | Added |
| SageView Advisory Group, LLC | 1,582 | $498.6K | 0.03% | +1,582 | New |
| Perigon Wealth Management, LLC | 1,574 | $496.4K | 0.03% | −58−3.6% | Reduced |
| LVW Advisors, LLC | 1,571 | $495.3K | 0.10% | +97+6.6% | Added |
| Echo Street Capital Management LLC | 1,564 | $493.1K | 0.00% | +1,564 | New |
| ASB Consultores, LLC | 1,551 | $489.0K | 0.20% | +1,551 | New |
| Advisors Preferred, LLC | 1,539 | $488.0K | 0.17% | −422−21.5% | Reduced |
| Twelve Points Wealth Management LLC | 1,547 | $487.8K | 0.28% | +167+12.1% | Added |
| Argent Trust Co | 1,541 | $485.9K | 0.03% | +10+0.7% | Added |
| Sunflower Bank, N.A. | 1,540 | $485.5K | 0.11% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,477 | $485.0K | 0.21% | +1,477 | New |
| Cannell Peter B & Co Inc | 1,512 | $476.7K | 0.02% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,498 | $472.3K | 0.04% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,491 | $470.1K | 0.06% | −636−29.9% | Reduced |
| IFG Advisors, LLC | 1,466 | $462.2K | 0.18% | 00.0% | Unchanged |
| MAI Capital Management | 1,454 | $458.4K | 0.01% | −136−8.6% | Reduced |
| Advisor OS, LLC | 1,451 | $457.5K | 0.11% | +99+7.3% | Added |
| Neville Rodie & Shaw Inc | 1,450 | $457.0K | 0.04% | −50−3.3% | Reduced |
| Equitable Holdings, Inc. | 1,447 | $456.2K | 0.01% | +32+2.3% | Added |
| SeaCrest Wealth Management, LLC | 1,444 | $455.3K | 0.06% | +110+8.2% | Added |
| Jmac Enterprises LLC | 1,432 | $451.5K | 0.11% | −50−3.4% | Reduced |
| Arrowroot Family Office, LLC | 1,427 | $449.9K | 0.38% | +1,427 | New |
| Gryphon Financial Partners LLC | 1,425 | $449.2K | 0.10% | +1,425 | New |
| ISAM Funds (UK) Ltd | 1,418 | $447.1K | 0.57% | +1,418 | New |
| Avidian Wealth Solutions, LLC | 1,409 | $444.4K | 0.02% | +2+0.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,409 | $444.2K | 0.02% | −1−0.1% | Reduced |
| Fayez Sarofim & Co | 1,408 | $443.9K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 1,400 | $441.4K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,398 | $440.8K | 0.02% | +1,398 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,392 | $438.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,390 | $438.2K | 0.00% | +116+9.1% | Added |
| Hilltop Holdings Inc. | 1,378 | $434.5K | 0.06% | −28−2.0% | Reduced |
| West Family Investments, Inc. | 1,375 | $433.5K | 0.17% | +25+1.9% | Added |
| Wealthsource Partners, LLC | 1,363 | $429.7K | 0.03% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,356 | $427.5K | 0.07% | +50+3.8% | Added |
| Newton One Investments LLC | 1,335 | $421.1K | 0.25% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,335 | $420.9K | 0.03% | −317−19.2% | Reduced |
| Kathmere Capital Management, LLC | 1,331 | $419.7K | 0.07% | −33−2.4% | Reduced |