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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 848 | $267.4K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 843 | $265.8K | 0.01% | +546+183.8% | Added |
| McLean Asset Management Corp | 843 | $265.7K | 0.11% | −51−5.7% | Reduced |
| Stonnington Group, LLC | 815 | $264.9K | 0.07% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 840 | $264.8K | 0.02% | +30+3.7% | Added |
| Prime Capital Investment Advisors, LLC | 833 | $262.6K | 0.01% | +833 | New |
| Congress Wealth Management LLC | 833 | $262.6K | 0.01% | −20−2.3% | Reduced |
| Catalyst Financial Partners LLC | 832 | $262.3K | 0.11% | −43−4.9% | Reduced |
| Chicago Partners Investment Group LLC | 789 | $261.6K | 0.02% | −87−9.9% | Reduced |
| Wellspring Financial Advisors, LLC | 829 | $261.4K | 0.08% | +829 | New |
| Cedar Brook Financial Partners, LLC | 827 | $260.7K | 0.07% | +1+0.1% | Added |
| Hollencrest Capital Management | 822 | $259.2K | 0.03% | +571+227.5% | Added |
| Comerica Securities,inc. | 818 | $257.9K | 0.02% | +272+49.8% | Added |
| StrategIQ Financial Group, LLC | 806 | $254.1K | 0.03% | +45+5.9% | Added |
| Consolidated Portfolio Review Corp | 804 | $253.5K | 0.07% | +804 | New |
| Exos TFP Holdings LLC | 802 | $252.9K | 0.06% | +585+269.6% | Added |
| Connors Investor Services Inc | 800 | $252.0K | 0.03% | −200−20.0% | Reduced |
| Inspire Advisors, LLC | 790 | $249.1K | 0.06% | 00.0% | Unchanged |
| Asset Dedication, LLC | 790 | $249.0K | 0.02% | +430+119.4% | Added |
| Clearstead Advisors, LLC | 785 | $247.5K | 0.02% | +177+29.1% | Added |
| FirstPurpose Wealth LLC | 772 | $243.4K | 0.12% | −163−17.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 807 | $242.2K | 0.00% | 00.0% | Unchanged |
| Putnam Investments LLC | 749 | $236.2K | 0.00% | +23+3.2% | Added |
| Maripau Wealth Management LLC | 749 | $236.1K | 0.25% | +1+0.1% | Added |
| Channel Wealth LLC | 748 | $235.8K | 0.15% | +748 | New |
| Hallmark Capital Management Inc | 746 | $235.2K | 0.02% | −43−5.4% | Reduced |
| Great Valley Advisor Group, Inc. | 743 | $234.8K | 0.01% | +743 | New |
| New Capital Management LP | 741 | $233.6K | 0.09% | 00.0% | Unchanged |
| Essex LLC | 777 | $233.2K | 0.07% | 00.0% | Unchanged |
| Laurion Capital Management LP | 739 | $233.0K | 0.01% | +739 | New |
| FineMark National Bank & Trust | 734 | $231.4K | 0.01% | +734 | New |
| Everhart Financial Group, Inc. | 729 | $229.8K | 0.10% | +729 | New |
| True North Advisors, LLC | 727 | $229.2K | 0.07% | +727 | New |
| Woodard & Co Asset Management Group Inc | 720 | $227.0K | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 710 | $223.9K | 0.04% | +14+2.0% | Added |
| Amplius Wealth Advisors, LLC | 707 | $222.9K | 0.03% | +707 | New |
| River Wealth Advisors LLC | 705 | $222.3K | 0.04% | −42−5.6% | Reduced |
| Aaron Wealth Advisors | 703 | $221.6K | 0.03% | +703 | New |
| Hendershot Investments Inc. | 700 | $220.7K | 0.04% | 00.0% | Unchanged |
| Marathon Capital Management | 700 | $220.7K | 0.05% | +700 | New |
| Pinnacle Associates Ltd | 698 | $220.1K | 0.00% | +698 | New |
| Evergreen Capital Management LLC | 690 | $217.6K | 0.01% | +690 | New |
| Simmons Bank | 687 | $216.6K | 0.02% | −56−7.5% | Reduced |
| Kula Investments, LLC | 687 | $216.6K | 0.05% | −3,226−82.4% | Reduced |
| NovaPoint Capital, LLC | 686 | $216.3K | 0.09% | +1+0.1% | Added |
| Empower Advisory Group, LLC | 682 | $216.2K | 0.00% | +682 | New |
| Clifford Group, LLC | 685 | $216.0K | 0.26% | −82−10.7% | Reduced |
| Cobblestone Capital Advisors LLC | 685 | $216.0K | 0.02% | 00.0% | Unchanged |
| Carr Financial Group Corp | 676 | $213.1K | 0.09% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 675 | $212.8K | 0.06% | −31−4.4% | Reduced |
| Financial Counselors Inc | 671 | $212.0K | 0.00% | −364−35.2% | Reduced |
| Keel Point, LLC | 671 | $211.7K | 0.03% | −46−6.4% | Reduced |
| OneAscent Wealth Management LLC | 668 | $211.0K | 0.08% | −104−13.5% | Reduced |
| Kolinsky Wealth Management, LLC | 664 | $209.0K | 0.22% | −40−5.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 662 | $208.7K | 0.03% | +662 | New |
| TCI Wealth Advisors, Inc. | 661 | $208.4K | 0.03% | −2−0.3% | Reduced |
| PDS Planning, Inc | 660 | $208.1K | 0.03% | +660 | New |
| Dougherty Wealth Advisers LLC | 659 | $207.8K | 0.31% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 655 | $206.5K | 0.03% | +655 | New |
| Avantax Advisory Services, Inc. | 648 | $204.4K | 0.00% | +648 | New |
| Ci Investments Inc. | 629 | $198.0K | 0.00% | +67+11.9% | Added |
| J.Safra Asset Management Corp | 618 | $194.8K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 614 | $193.6K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 610 | $192.3K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $189.2K | 0.11% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 573 | $180.7K | 0.04% | +170+42.2% | Added |
| SRS Capital Advisors, Inc. | 535 | $168.8K | 0.02% | +13+2.5% | Added |
| Ronald Blue Trust, Inc. | 559 | $168.0K | 0.00% | −112−16.7% | Reduced |
| Carolina Wealth Advisors, LLC | 532 | $167.7K | 0.10% | 00.0% | Unchanged |
| Smithfield Trust Co | 520 | $164.0K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 512 | $161.4K | 0.05% | +512 | New |
| Addison Advisors LLC | 500 | $157.6K | 0.09% | −3−0.6% | Reduced |
| Massmutual Trust Co FSB | 492 | $155.1K | 0.01% | +234+90.7% | Added |
| Financial Freedom, LLC | 492 | $155.0K | 0.11% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 436 | $137.5K | 0.01% | +436 | New |
| Trust Co of Vermont | 428 | $134.9K | 0.01% | −21−4.7% | 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 |
| Clear Street Markets LLC | 402 | $127.0K | 0.04% | −1,207−75.0% | Reduced |
| Mendota Financial Group, LLC | 383 | $124.7K | 0.12% | +283+283.0% | Added |
| First Horizon Advisors, Inc. | 394 | $124.2K | 0.00% | −3−0.8% | Reduced |
| Horizon Bancorp Inc | 390 | $123.0K | 0.08% | −110−22.0% | Reduced |
| Bank of New Hampshire | 390 | $123.0K | 0.04% | −50−11.4% | Reduced |
| IFP Advisors, Inc | 796 | $122.3K | 0.01% | −1,068−57.3% | Reduced |
| West Paces Advisors Inc. | 381 | $120.1K | 0.04% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 372 | $117.0K | 0.00% | −79−17.5% | Reduced |
| Resurgent Financial Advisors LLC | 362 | $114.1K | 0.08% | +20+5.8% | Added |
| American National Bank | 357 | $112.6K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 346 | $109.1K | 0.03% | −33−8.7% | Reduced |
| Washington Trust Co | 340 | $107.2K | 0.00% | −1−0.3% | Reduced |
| Fairfield Financial Advisors, LTD | 320 | $100.2K | 0.04% | +65+25.5% | Added |
| Geneos Wealth Management Inc. | 309 | $97.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 298 | $94.0K | 0.03% | +4+1.4% | Added |
| CVA Family Office, LLC | 290 | $91.4K | 0.02% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 284 | $89.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 280 | $88.3K | 0.02% | −200−41.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 275 | $86.7K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 254 | $80.0K | 0.07% | +171+206.0% | Added |
| Grove Bank & Trust | 248 | $78.2K | 0.02% | +19+8.3% | Added |
| AdvisorNet Financial, Inc | 247 | $77.9K | 0.01% | +11+4.7% | Added |