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 |
|---|---|---|---|---|---|
| Hendershot Investments Inc. | 700 | $241.6K | 0.04% | 00.0% | Unchanged |
| Henshaw Capital LLC | 701 | $241.8K | 0.01% | −1,052−60.0% | Reduced |
| River Wealth Advisors LLC | 705 | $243.4K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 710 | $245.1K | 0.04% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 719 | $248.2K | 0.01% | +29+4.2% | Added |
| NorthRock Partners, LLC | 723 | $249.6K | 0.03% | −142−16.4% | Reduced |
| True North Advisors, LLC | 727 | $251.0K | 0.07% | 00.0% | Unchanged |
| Twin Tree Management, LP | 737 | $254.4K | 0.01% | −10,873−93.7% | Reduced |
| Hallmark Capital Management Inc | 741 | $255.8K | 0.02% | −5−0.7% | Reduced |
| Channel Wealth LLC | 743 | $256.5K | 0.15% | −5−0.7% | Reduced |
| Putnam Investments LLC | 749 | $258.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 756 | $261.0K | 0.03% | −66−8.0% | Reduced |
| Port Capital LLC | 765 | $264.0K | 0.02% | +765 | New |
| Ausdal Financial Partners, Inc. | 766 | $264.4K | 0.04% | −545−41.6% | Reduced |
| Heritage Trust Co | 769 | $265.5K | 0.04% | +769 | New |
| Mill Creek Capital Advisors, LLC | 773 | $266.8K | 0.01% | +773 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 775 | $267.5K | 0.01% | −617−44.3% | Reduced |
| Colony Group LLC | 776 | $268.0K | 0.00% | −97−11.1% | Reduced |
| Central Trust Co | 778 | $268.6K | 0.01% | −160−17.1% | Reduced |
| Aaron Wealth Advisors | 783 | $270.3K | 0.04% | +80+11.4% | Added |
| Great Valley Advisor Group, Inc. | 783 | $270.3K | 0.01% | +40+5.4% | Added |
| Comerica Securities,inc. | 785 | $271.0K | 0.02% | −33−4.0% | Reduced |
| Pinnacle Associates Ltd | 785 | $271.0K | 0.00% | +87+12.5% | Added |
| Independent Advisor Alliance | 790 | $272.8K | 0.01% | −608−43.5% | Reduced |
| Connecticut Wealth Management, LLC | 791 | $273.1K | 0.02% | +791 | New |
| Brookfield Asset Management Inc. | 792 | $273.4K | 0.00% | −182−18.7% | Reduced |
| Inspire Advisors, LLC | 795 | $274.4K | 0.05% | +5+0.6% | Added |
| Connors Investor Services Inc | 800 | $276.0K | 0.03% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 800 | $276.2K | 0.12% | +28+3.6% | Added |
| Worldquant Millennium Advisors LLC | 801 | $276.5K | 0.00% | −377−32.0% | Reduced |
| Everhart Financial Group, Inc. | 806 | $278.2K | 0.12% | +77+10.6% | Added |
| StrategIQ Financial Group, LLC | 806 | $278.2K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 812 | $280.3K | 0.01% | −31−3.7% | Reduced |
| Welch & Forbes LLC | 813 | $280.6K | 0.00% | −179−18.0% | Reduced |
| PDS Planning, Inc | 816 | $281.7K | 0.04% | +156+23.6% | Added |
| Cedar Brook Financial Partners, LLC | 825 | $284.8K | 0.07% | −2−0.2% | Reduced |
| Annex Advisory Services, LLC | 825 | $285.0K | 0.02% | +825 | New |
| Wellspring Financial Advisors, LLC | 829 | $286.2K | 0.08% | 00.0% | Unchanged |
| McLean Asset Management Corp | 839 | $289.6K | 0.11% | −4−0.5% | Reduced |
| Congress Wealth Management LLC | 847 | $292.7K | 0.01% | +14+1.7% | Added |
| Buckingham Strategic Wealth, LLC | 849 | $293.0K | 0.00% | +42+5.2% | Added |
| Hemenway Trust Co LLC | 850 | $293.4K | 0.03% | 00.0% | Unchanged |
| Forte Capital LLC | 852 | $294.1K | 0.04% | +4+0.5% | Added |
| J.W. Cole Advisors, Inc. | 852 | $294.2K | 0.02% | −42−4.7% | Reduced |
| Center for Financial Planning, Inc. | 853 | $294.5K | 0.06% | 00.0% | Unchanged |
| LVW Advisors, LLC | 856 | $295.5K | 0.06% | −715−45.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 859 | $296.5K | 0.05% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 868 | $299.8K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 869 | $299.8K | 0.02% | −153−15.0% | Reduced |
| Exchange Bank | 869 | $300.0K | 0.29% | +869 | New |
| Greenspring Advisors, LLC | 870 | $300.3K | 0.09% | −408−31.9% | Reduced |
| Venture Visionary Partners LLC | 874 | $301.7K | 0.02% | +34+4.0% | Added |
| Legacy Capital Wealth Partners, LLC | 879 | $303.3K | 0.25% | −367−29.5% | Reduced |
| Hilltop Holdings Inc. | 881 | $304.1K | 0.04% | −497−36.1% | Reduced |
| Retirement Planning Group | 886 | $306.0K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 900 | $310.7K | 0.08% | +900 | New |
| Westbourne Investment Advisors, Inc. | 900 | $311.0K | 0.14% | 00.0% | Unchanged |
| Coastline Trust Co | 905 | $312.4K | 0.04% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 905 | $312.4K | 0.12% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 905 | $312.4K | 0.02% | +220+32.1% | Added |
| Asset Dedication, LLC | 910 | $313.0K | 0.03% | +120+15.2% | Added |
| Park National Corp | 912 | $314.8K | 0.01% | −35−3.7% | Reduced |
| Mainstay Capital Management LLC | 915 | $315.9K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 917 | $316.4K | 0.03% | −61−6.2% | Reduced |
| Pioneer Trust Bank N A | 919 | $317.2K | 0.09% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 919 | $317.2K | 0.01% | +17+1.9% | Added |
| Sabal Trust CO | 920 | $317.6K | 0.02% | +920 | New |
| We Are One Seven, LLC | 921 | $317.9K | 0.03% | −112−10.8% | Reduced |
| CWA Asset Management Group, LLC | 933 | $322.1K | 0.02% | +30+3.3% | Added |
| Essex Financial Services, Inc. | 936 | $323.1K | 0.04% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 941 | $324.7K | 0.01% | +941 | New |
| Proficio Capital Partners LLC | 948 | $327.4K | 0.04% | +8+0.9% | Added |
| Atlas Capital Advisors LLC | 956 | $330.0K | 0.05% | 00.0% | Unchanged |
| Allstate Corp | 960 | $331.4K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 964 | $332.8K | 0.04% | −3−0.3% | Reduced |
| Delta Investment Management, LLC | 964 | $332.8K | 0.09% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 974 | $336.2K | 0.03% | 00.0% | Unchanged |
| Kidder Stephen W | 975 | $336.6K | 0.11% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 981 | $338.6K | 0.10% | +25+2.6% | Added |
| Catalyst Financial Partners LLC | 981 | $338.6K | 0.12% | +149+17.9% | Added |
| Smith Chas P & Associates Pa Cpas | 1,000 | $345.0K | 0.02% | 00.0% | Unchanged |
| Sym Financial Corp | 1,000 | $345.2K | 0.07% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $345.2K | 0.17% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,000 | $345.2K | 0.32% | 00.0% | Unchanged |
| Belmont Capital, LLC | 1,000 | $345.2K | 0.19% | +1,000 | New |
| Federated Hermes, Inc. | 1,009 | $348.3K | 0.00% | −133−11.6% | Reduced |
| Abacus Planning Group, Inc. | 1,011 | $349.0K | 0.08% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 1,013 | $349.7K | 0.13% | −23−2.2% | Reduced |
| DFPG Investments, LLC | 1,058 | $351.9K | 0.03% | −41−3.7% | Reduced |
| J. W. Coons Advisors, LLC | 1,022 | $352.8K | 0.10% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,028 | $355.0K | 0.01% | −62−5.7% | Reduced |
| KMG Fiduciary Partners, LLC | 1,029 | $355.2K | 0.05% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 1,030 | $355.6K | 0.13% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,053 | $363.5K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,058 | $365.2K | 0.01% | −86−7.5% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,058 | $365.2K | 0.45% | +1,058 | New |
| Csenge Advisory Group | 1,059 | $365.6K | 0.02% | +16+1.5% | Added |
| Mayflower Financial Advisors, LLC | 1,065 | $367.6K | 0.05% | +103+10.7% | Added |
| Advisory Research Inc | 1,065 | $367.6K | 0.05% | +1,065 | New |
| Norris Perne & French LLP | 1,070 | $369.4K | 0.03% | −100−8.5% | Reduced |