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
- 1,025
- +19 vs. Q1 2023
- Shares held
- 177.5M
- +938.8K (+0.5%) vs. Q1 2023
- Total value
- $61.2B
- +$5.56B (+10.0%) vs. Q1 2023
- New holders
- 87
- 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 | 1,266 | $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, 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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 1,252 | $432.2K | 0.01% | −157−11.1% | Reduced |
| RDA Financial Network | 1,251 | $431.8K | 0.18% | 00.0% | Unchanged |
| Annandale Capital, LLC | 1,228 | $424.0K | 0.12% | +105+9.3% | Added |
| Deseret Mutual Benefit Administrators | 1,223 | $422.2K | 0.16% | +264+27.5% | Added |
| JFS Wealth Advisors, LLC | 1,208 | $417.0K | 0.04% | −99−7.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,200 | $414.3K | 0.01% | +367+44.1% | Added |
| HC Advisors, LLC | 1,199 | $413.9K | 0.24% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 1,187 | $409.8K | 0.12% | +1,187 | New |
| Mattern Capital Management, LLC | 1,170 | $403.9K | 0.07% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,190 | $399.1K | 0.01% | −53−4.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,153 | $398.0K | 0.06% | −18−1.5% | Reduced |
| Radnor Capital Management, LLC | 1,144 | $395.0K | 0.17% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,140 | $393.4K | 0.12% | 00.0% | Unchanged |
| BFSG, LLC | 1,138 | $393.0K | 0.07% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 1,134 | $392.0K | 0.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,125 | $388.4K | 0.01% | −50−4.3% | Reduced |
| Ellevest, Inc. | 1,118 | $385.9K | 0.03% | +51+4.8% | Added |
| Weaver Consulting Group | 1,115 | $384.9K | 0.17% | +1+0.1% | Added |
| Amplius Wealth Advisors, LLC | 1,114 | $384.4K | 0.05% | +407+57.6% | Added |
| Bowen Hanes & Co Inc | 1,110 | $383.2K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,091 | $376.6K | 0.05% | +31+2.9% | Added |
| V Wealth Advisors LLC | 1,081 | $373.2K | 0.06% | +27+2.6% | Added |
| Group One Trading, L.P. | 1,076 | $371.4K | 0.02% | +1,076 | New |
| Legacy Financial Advisors, Inc. | 1,071 | $369.8K | 0.07% | +22+2.1% | Added |
| Norris Perne & French LLP | 1,070 | $369.4K | 0.03% | −100−8.5% | Reduced |
| 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 |
| Csenge Advisory Group | 1,059 | $365.6K | 0.02% | +16+1.5% | Added |
| 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 |
| Heritage Wealth Advisors | 1,053 | $363.5K | 0.02% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 1,030 | $355.6K | 0.13% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 1,029 | $355.2K | 0.05% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,028 | $355.0K | 0.01% | −62−5.7% | Reduced |
| J. W. Coons Advisors, LLC | 1,022 | $352.8K | 0.10% | 00.0% | Unchanged |
| DFPG Investments, LLC | 1,058 | $351.9K | 0.03% | −41−3.7% | Reduced |
| Trust Co of Oklahoma | 1,013 | $349.7K | 0.13% | −23−2.2% | Reduced |
| Abacus Planning Group, Inc. | 1,011 | $349.0K | 0.08% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,009 | $348.3K | 0.00% | −133−11.6% | Reduced |
| 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 |
| Woodward Financial Advisors, Inc. | 1,000 | $345.2K | 0.26% | +1,000 | New |
| Smith Chas P & Associates Pa Cpas | 1,000 | $345.0K | 0.02% | 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 |
| Kidder Stephen W | 975 | $336.6K | 0.11% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 974 | $336.2K | 0.03% | 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 |
| Allstate Corp | 960 | $331.4K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 956 | $330.0K | 0.05% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 948 | $327.4K | 0.04% | +8+0.9% | Added |
| Donaldson Capital Management, LLC | 941 | $324.7K | 0.01% | +941 | New |
| Essex Financial Services, Inc. | 936 | $323.1K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 933 | $322.1K | 0.02% | +30+3.3% | Added |
| We Are One Seven, LLC | 921 | $317.9K | 0.03% | −112−10.8% | Reduced |
| Sabal Trust CO | 920 | $317.6K | 0.02% | +920 | New |
| 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 |
| EverSource Wealth Advisors, LLC | 917 | $316.4K | 0.03% | −61−6.2% | Reduced |
| Mainstay Capital Management LLC | 915 | $315.9K | 0.06% | 00.0% | Unchanged |
| Park National Corp | 912 | $314.8K | 0.01% | −35−3.7% | Reduced |
| Asset Dedication, LLC | 910 | $313.0K | 0.03% | +120+15.2% | Added |
| 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 |
| Westbourne Investment Advisors, Inc. | 900 | $311.0K | 0.14% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 900 | $310.7K | 0.08% | +900 | New |
| Retirement Planning Group | 886 | $306.0K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 881 | $304.1K | 0.04% | −497−36.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 879 | $303.3K | 0.25% | −367−29.5% | Reduced |
| Venture Visionary Partners LLC | 874 | $301.7K | 0.02% | +34+4.0% | Added |
| Greenspring Advisors, LLC | 870 | $300.3K | 0.09% | −408−31.9% | Reduced |
| Exchange Bank | 869 | $300.0K | 0.29% | +869 | New |
| IHT Wealth Management, LLC | 869 | $299.8K | 0.02% | −153−15.0% | Reduced |
| TRUE Private Wealth Advisors | 868 | $299.8K | 0.04% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 859 | $296.5K | 0.05% | 00.0% | Unchanged |
| LVW Advisors, LLC | 856 | $295.5K | 0.06% | −715−45.5% | Reduced |
| Center for Financial Planning, Inc. | 853 | $294.5K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 852 | $294.2K | 0.02% | −42−4.7% | Reduced |
| Forte Capital LLC | 852 | $294.1K | 0.04% | +4+0.5% | Added |
| Hemenway Trust Co LLC | 850 | $293.4K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 849 | $293.0K | 0.00% | +42+5.2% | Added |
| Congress Wealth Management LLC | 847 | $292.7K | 0.01% | +14+1.7% | Added |
| McLean Asset Management Corp | 839 | $289.6K | 0.11% | −4−0.5% | Reduced |
| Wellspring Financial Advisors, LLC | 829 | $286.2K | 0.08% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 825 | $285.0K | 0.02% | +825 | New |
| Cedar Brook Financial Partners, LLC | 825 | $284.8K | 0.07% | −2−0.2% | Reduced |
| PDS Planning, Inc | 816 | $281.7K | 0.04% | +156+23.6% | Added |
| Welch & Forbes LLC | 813 | $280.6K | 0.00% | −179−18.0% | Reduced |
| Spire Wealth Management | 812 | $280.3K | 0.01% | −31−3.7% | Reduced |
| StrategIQ Financial Group, LLC | 806 | $278.2K | 0.03% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 806 | $278.2K | 0.12% | +77+10.6% | Added |
| Worldquant Millennium Advisors LLC | 801 | $276.5K | 0.00% | −377−32.0% | Reduced |
| FirstPurpose Wealth LLC | 800 | $276.2K | 0.12% | +28+3.6% | Added |
| Connors Investor Services Inc | 800 | $276.0K | 0.03% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 795 | $274.4K | 0.05% | +5+0.6% | Added |
| Brookfield Asset Management Inc. | 792 | $273.4K | 0.00% | −182−18.7% | Reduced |