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 |
|---|---|---|---|---|---|
| Connecticut Wealth Management, LLC | 791 | $273.1K | 0.02% | +791 | New |
| Independent Advisor Alliance | 790 | $272.8K | 0.01% | −608−43.5% | Reduced |
| Comerica Securities,inc. | 785 | $271.0K | 0.02% | −33−4.0% | Reduced |
| Pinnacle Associates Ltd | 785 | $271.0K | 0.00% | +87+12.5% | Added |
| Great Valley Advisor Group, Inc. | 783 | $270.3K | 0.01% | +40+5.4% | Added |
| Aaron Wealth Advisors | 783 | $270.3K | 0.04% | +80+11.4% | Added |
| Central Trust Co | 778 | $268.6K | 0.01% | −160−17.1% | Reduced |
| Colony Group LLC | 776 | $268.0K | 0.00% | −97−11.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 775 | $267.5K | 0.01% | −617−44.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 773 | $266.8K | 0.01% | +773 | New |
| Heritage Trust Co | 769 | $265.5K | 0.04% | +769 | New |
| Ausdal Financial Partners, Inc. | 766 | $264.4K | 0.04% | −545−41.6% | Reduced |
| Port Capital LLC | 765 | $264.0K | 0.02% | +765 | New |
| Hollencrest Capital Management | 756 | $261.0K | 0.03% | −66−8.0% | Reduced |
| Putnam Investments LLC | 749 | $258.6K | 0.00% | 00.0% | Unchanged |
| Channel Wealth LLC | 743 | $256.5K | 0.15% | −5−0.7% | Reduced |
| Hallmark Capital Management Inc | 741 | $255.8K | 0.02% | −5−0.7% | Reduced |
| Twin Tree Management, LP | 737 | $254.4K | 0.01% | −10,873−93.7% | Reduced |
| True North Advisors, LLC | 727 | $251.0K | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 723 | $249.6K | 0.03% | −142−16.4% | Reduced |
| Evergreen Capital Management LLC | 719 | $248.2K | 0.01% | +29+4.2% | Added |
| Cornerstone Wealth Group, LLC | 710 | $245.1K | 0.04% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 705 | $243.4K | 0.04% | 00.0% | Unchanged |
| Henshaw Capital LLC | 701 | $241.8K | 0.01% | −1,052−60.0% | Reduced |
| Marathon Capital Management | 700 | $241.6K | 0.06% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 700 | $241.6K | 0.04% | 00.0% | Unchanged |
| Essex LLC | 699 | $241.3K | 0.07% | −78−10.0% | Reduced |
| Keel Point, LLC | 695 | $240.0K | 0.03% | +24+3.6% | Added |
| Empower Advisory Group, LLC | 693 | $239.2K | 0.00% | +11+1.6% | Added |
| FineMark National Bank & Trust | 693 | $239.2K | 0.01% | −41−5.6% | Reduced |
| Simmons Bank | 687 | $237.2K | 0.02% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 686 | $236.8K | 0.09% | 00.0% | Unchanged |
| Clifford Group, LLC | 685 | $236.5K | 0.25% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 678 | $234.0K | 0.06% | −126−15.7% | Reduced |
| Carr Financial Group Corp | 676 | $233.4K | 0.09% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 670 | $231.3K | 0.01% | +670 | New |
| Woodard & Co Asset Management Group Inc | 670 | $231.3K | 0.08% | −50−6.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 670 | $231.3K | 0.03% | +8+1.2% | Added |
| TCI Wealth Advisors, Inc. | 661 | $228.2K | 0.03% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 665 | $227.5K | 0.22% | +1+0.2% | Added |
| Dougherty Wealth Advisers LLC | 659 | $227.5K | 0.31% | 00.0% | Unchanged |
| Ci Investments Inc. | 657 | $227.0K | 0.00% | +28+4.5% | Added |
| Verus Capital Partners, LLC | 655 | $226.1K | 0.03% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 647 | $223.3K | 0.01% | +647 | New |
| LMCG Investments, LLC | 639 | $220.6K | 0.01% | −258−28.8% | Reduced |
| Integrated Advisors Network LLC | 633 | $218.4K | 0.01% | +633 | New |
| Avantax Advisory Services, Inc. | 627 | $216.6K | 0.00% | −21−3.2% | Reduced |
| Axxcess Wealth Management, LLC | 619 | $213.7K | 0.02% | +619 | New |
| J.Safra Asset Management Corp | 618 | $213.3K | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 618 | $213.3K | 0.01% | +618 | New |
| Fort Sheridan Advisors LLC | 618 | $213.3K | 0.05% | +618 | New |
| 180 Wealth Advisors, LLC | 629 | $213.0K | 0.05% | +629 | New |
| Chicago Partners Investment Group LLC | 658 | $212.8K | 0.01% | −131−16.6% | Reduced |
| Manchester Capital Management LLC | 614 | $212.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 610 | $210.6K | 0.02% | 00.0% | Unchanged |
| McDonald Partners LLC | 608 | $209.9K | 0.06% | +608 | New |
| Global Wealth Management Investment Advisory, Inc. | 607 | $209.5K | 0.06% | +607 | New |
| Meridian Wealth Advisors, LLC | 604 | $208.5K | 0.05% | +604 | New |
| Gateway Advisory, LLC | 602 | $207.8K | 0.04% | +602 | New |
| LGT Financial Advisors LLC | 601 | $207.5K | 0.22% | +601 | New |
| Alta Advisers Ltd | 600 | $207.1K | 0.12% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 600 | $207.1K | 0.01% | +600 | New |
| Financial Counselors Inc | 599 | $207.0K | 0.00% | −72−10.7% | Reduced |
| Rehmann Capital Advisory Group | 598 | $206.7K | 0.02% | +598 | New |
| Mendel Money Management | 593 | $204.7K | 0.11% | +593 | New |
| Gilbert & Cook, Inc. | 593 | $204.7K | 0.03% | +593 | New |
| Palladiem, LLC | 590 | $203.7K | 0.21% | +590 | New |
| Capital Analysts, LLC | 569 | $197.0K | 0.01% | −1,461−72.0% | Reduced |
| Carolina Wealth Advisors, LLC | 532 | $183.6K | 0.11% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 527 | $181.8K | 0.02% | −8−1.5% | Reduced |
| Smithfield Trust Co | 520 | $179.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 503 | $173.6K | 0.01% | +11+2.2% | Added |
| Prestige Wealth Management Group LLC | 500 | $172.6K | 0.04% | +355+244.8% | Added |
| Addison Advisors LLC | 500 | $172.6K | 0.09% | 00.0% | Unchanged |
| Financial Freedom, LLC | 492 | $169.7K | 0.12% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 477 | $164.7K | 0.07% | +477 | New |
| Icon Wealth Partners, LLC | 436 | $150.6K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 409 | $141.2K | 0.01% | −19−4.4% | Reduced |
| Arlington Partners LLC | 404 | $139.5K | 0.02% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 404 | $139.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 394 | $136.0K | 0.04% | +4+1.0% | Added |
| Horizon Bancorp Inc | 390 | $135.0K | 0.09% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 419 | $132.0K | 0.00% | −140−25.0% | Reduced |
| West Paces Advisors Inc. | 381 | $131.5K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 372 | $128.4K | 0.09% | +372 | New |
| Counterpoint Mutual Funds LLC | 370 | $127.7K | 0.12% | +370 | New |
| First Horizon Advisors, Inc. | 360 | $124.3K | 0.00% | −34−8.6% | Reduced |
| Resurgent Financial Advisors LLC | 358 | $123.6K | 0.08% | −4−1.1% | Reduced |
| American National Bank | 357 | $123.2K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 796 | $122.3K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 354 | $122.0K | 0.00% | −18−4.8% | Reduced |
| Hexagon Capital Partners LLC | 339 | $117.0K | 0.03% | −7−2.0% | Reduced |
| Washington Trust Co | 339 | $117.0K | 0.00% | −1−0.3% | Reduced |
| CVA Family Office, LLC | 334 | $115.3K | 0.02% | +44+15.2% | Added |
| State of Wyoming | 333 | $115.0K | 0.03% | +105+46.1% | Added |
| Fairfield Financial Advisors, LTD | 320 | $110.5K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 309 | $106.7K | 0.01% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 304 | $104.9K | 0.08% | +304 | New |
| Versant Capital Management, Inc | 298 | $102.9K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 277 | $95.6K | 0.02% | +277 | New |