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, Q2 2023
Institutional positions in Aon plc as of Jun 30, 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
- 1,024
- +18 vs. Q1 2023
- Shares held
- 177.5M
- +937.8K (+0.5%) vs. Q1 2023
- Total value
- $61.2B
- +$5.56B (+10.0%) vs. Q1 2023
- New holders
- 86
- 324 more added
- Sold out
- 68
- 407 more reduced
8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 0 | $19 | 0.00% | 0 | New |
| Creative Capital Management Investments LLC | 2 | $690 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.04K | 0.00% | +2+200.0% | Added |
| Wolff Wiese Magana LLC | 4 | $1.38K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $1.38K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 5 | $1.73K | 0.00% | −9−64.3% | Reduced |
| DecisionPoint Financial, LLC | 5 | $1.73K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5 | $1.73K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $2.00K | 0.00% | +1+12.5% | Added |
| Pin Oak Investment Advisors Inc | 6 | $2.00K | 0.00% | +6 | New |
| Sunbelt Securities, Inc. | 7 | $2.42K | 0.00% | +6+600.0% | Added |
| Globeflex Capital L P | 7 | $2.42K | 0.00% | +7 | New |
| Atticus Wealth Management, LLC | 7 | $2.42K | 0.00% | +7 | New |
| Disciplined Investments, LLC | 8 | $2.76K | 0.00% | −1−11.1% | Reduced |
| Country Trust Bank | 8 | $2.76K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 9 | $3.08K | 0.00% | +9 | New |
| Concord Wealth Partners | 9 | $3.11K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 9 | $3.11K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 9 | $3.11K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 9 | $3.11K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 9 | $3.11K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $3.45K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 11 | $3.76K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $4.15K | 0.00% | −188−94.0% | Reduced |
| HighMark Wealth Management LLC | 12 | $4.15K | 0.00% | −1−7.7% | Reduced |
| Crewe Advisors LLC | 13 | $4.49K | 0.00% | −128−90.8% | Reduced |
| TSFG, LLC | 14 | $5.00K | 0.00% | +14 | New |
| Rocky Mountain Advisers, LLC | 16 | $5.04K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 15 | $5.18K | 0.00% | −15−50.0% | Reduced |
| PFS Partners, LLC | 15 | $5.18K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $5.18K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $5.18K | 0.00% | +4+36.4% | Added |
| Exchange Traded Concepts, LLC | 16 | $5.52K | 0.00% | −52−76.5% | Reduced |
| DT Investment Partners, LLC | 20 | $6.39K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 20 | $6.90K | 0.00% | −11−35.5% | Reduced |
| Acima Private Wealth, LLC | 21 | $7.25K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 23 | $7.94K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 23 | $8.00K | 0.00% | −6−20.7% | Reduced |
| JNBA Financial Advisors | 25 | $8.63K | 0.00% | −14−35.9% | Reduced |
| Quent Capital, LLC | 26 | $8.97K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $9.00K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 33 | $11.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 33 | $11.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 33 | $11.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $11.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $12.4K | 0.01% | +13+56.5% | Added |
| Johnson Financial Group, Inc. | 37 | $12.8K | 0.00% | +37 | New |
| JJJ Advisors Inc. | 39 | $13.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 41 | $14.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 42 | $14.5K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 43 | $14.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 43 | $14.8K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 46 | $15.0K | 0.00% | −1−2.1% | Reduced |
| Bollard Group LLC | 43 | $15.0K | 0.00% | +43 | New |
| Coastal Capital Group, Inc. | 44 | $15.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $16.0K | 0.00% | −13−21.7% | Reduced |
| Motco | 47 | $16.2K | 0.00% | +7+17.5% | Added |
| Newbridge Financial Services Group, Inc. | 48 | $16.5K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 50 | $17.3K | 0.01% | −50−50.0% | Reduced |
| Clean Yield Group | 51 | $17.6K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 54 | $19.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 64 | $20.4K | 0.01% | +64 | New |
| Worth Asset Management, LLC | 62 | $21.4K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 65 | $22.0K | 0.01% | +23+54.8% | Added |
| Capital Advisors, Ltd. LLC | 65 | $22.0K | 0.00% | +41+170.8% | Added |
| GW&K Investment Management, LLC | 65 | $22.0K | 0.00% | +65 | New |
| Baldwin Brothers Inc | 65 | $22.4K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 345 | $22.7K | 0.10% | +30+9.5% | Added |
| O'Dell Group, LLC | 67 | $23.1K | 0.01% | +67 | New |
| Ritter Daniher Financial Advisory LLC | 70 | $24.2K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 70 | $24.2K | 0.01% | +70 | New |
| Riverview Trust Co | 71 | $24.5K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 73 | $25.2K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 73 | $25.2K | 0.01% | +73 | New |
| SOA Wealth Advisors, LLC. | 74 | $25.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 78 | $27.0K | 0.02% | −176−69.3% | Reduced |
| Carolinas Wealth Consulting LLC | 83 | $28.7K | 0.01% | +4+5.1% | Added |
| ZRC Wealth Management, LLC | 84 | $29.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 85 | $29.0K | 0.01% | −15−15.0% | Reduced |
| Quarry LP | 97 | $33.5K | 0.02% | −2−2.0% | Reduced |
| Mendota Financial Group, LLC | 100 | $34.5K | 0.04% | −283−73.9% | Reduced |
| Park Place Capital Corp | 109 | $37.6K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 109 | $38.0K | 0.00% | −22−16.8% | Reduced |
| Mascoma Wealth Management LLC | 122 | $38.3K | 0.01% | −22−15.3% | Reduced |
| Baker Avenue Asset Management, LP | 112 | $38.7K | 0.00% | −4−3.4% | Reduced |
| Sutton Wealth Advisors Inc. | 112 | $38.7K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 117 | $40.4K | 0.00% | +117 | New |
| Bell Investment Advisors, Inc | 127 | $43.8K | 0.01% | +5+4.1% | Added |
| Sugarloaf Wealth Management, LLC | 136 | $46.9K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 138 | $47.6K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 139 | $48.0K | 0.03% | +5+3.7% | Added |
| Coston, McIsaac & Partners | 140 | $48.0K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 142 | $49.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 147 | $50.7K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 160 | $55.2K | 0.01% | +160 | New |
| First Capital Advisors Group, LLC. | 161 | $55.7K | 0.03% | +161 | New |