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, Q3 2023
Institutional positions in Aon plc as of Sep 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
- 1,048
- +35 vs. Q2 2023
- Shares held
- 174.0M
- −3.24M (−1.8%) vs. Q2 2023
- Total value
- $56.4B
- −$4.68B (−7.7%) vs. Q2 2023
- New holders
- 99
- 362 more added
- Sold out
- 64
- 380 more reduced
11 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 1 | $324 | 0.00% | −8−88.9% | Reduced |
| Creative Capital Management Investments LLC | 2 | $648 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 2 | $648 | 0.00% | +2 | New |
| Provenance Wealth Advisors, LLC | 2 | $648 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $973 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | −1−11.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 4 | $1.30K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $1.30K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 5 | $1.62K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $1.62K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 5 | $1.62K | 0.00% | +5 | New |
| Beacon Capital Management, LLC | 5 | $1.73K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 7 | $2.27K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 7 | $2.27K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7 | $2.27K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 8 | $2.59K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9 | $2.92K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $2.92K | 0.00% | −6−40.0% | Reduced |
| Gradient Investments LLC | 9 | $2.92K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 9 | $2.92K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 9 | $2.92K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $2.92K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $3.24K | 0.00% | +10 | New |
| MCF Advisors LLC | 10 | $3.24K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $3.57K | 0.00% | −1−8.3% | Reduced |
| HighMark Wealth Management LLC | 11 | $3.58K | 0.00% | −1−8.3% | Reduced |
| Colonial Trust Co | 11 | $3.68K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 12 | $3.89K | 0.00% | −1−7.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 13 | $4.21K | 0.00% | +13 | New |
| LGT Financial Advisors LLC | 15 | $4.86K | 0.01% | −586−97.5% | Reduced |
| Creative Financial Designs Inc | 15 | $4.86K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 15 | $4.86K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 16 | $5.19K | 0.00% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 2,368 | $6.01K | 0.18% | +2,368 | New |
| Sofos Investments, Inc. | 21 | $6.44K | 0.00% | −324−93.9% | Reduced |
| DT Investment Partners, LLC | 20 | $6.49K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 21 | $6.81K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 23 | $7.46K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 23 | $7.46K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $8.00K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 26 | $8.43K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 31 | $10.1K | 0.01% | −34−52.3% | Reduced |
| Earnest Partners LLC | 33 | $10.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 33 | $10.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 33 | $10.7K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 33 | $10.7K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 34 | $11.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 36 | $11.7K | 0.00% | +21+140.0% | Added |
| Newbridge Financial Services Group, Inc. | 38 | $12.2K | 0.01% | −10−20.8% | Reduced |
| Abound Wealth Management | 39 | $12.7K | 0.01% | +3+8.3% | Added |
| Steward Financial Group LLC | 41 | $13.0K | 0.00% | −5−10.9% | Reduced |
| Valley National Advisers Inc | 40 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 41 | $13.3K | 0.00% | −1,112−96.4% | Reduced |
| Washington Trust Advisors, Inc. | 41 | $13.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 41 | $13.3K | 0.00% | +16+64.0% | Added |
| McIlrath & Eck, LLC | 42 | $13.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 42 | $13.6K | 0.00% | +3+7.7% | Added |
| Tortoise Investment Management, LLC | 43 | $13.9K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 43 | $13.9K | 0.00% | 00.0% | Unchanged |
| Motco | 46 | $14.9K | 0.00% | −1−2.1% | Reduced |
| Financial Management Professionals, Inc. | 47 | $15.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 50 | $16.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 51 | $16.7K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 54 | $18.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 61 | $19.8K | 0.00% | −4−6.2% | Reduced |
| Union Savings Bank | 64 | $20.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $21.0K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 70 | $22.7K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 70 | $22.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 71 | $23.0K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 73 | $23.7K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 74 | $24.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 77 | $25.0K | 0.02% | −1−1.3% | Reduced |
| GW&K Investment Management, LLC | 78 | $25.0K | 0.00% | +13+20.0% | Added |
| Carolinas Wealth Consulting LLC | 83 | $25.6K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 83 | $27.0K | 0.00% | −26−23.9% | Reduced |
| ZRC Wealth Management, LLC | 84 | $27.2K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 89 | $28.9K | 0.01% | −244−73.3% | Reduced |
| Milestone Investment Advisors LLC | 91 | $29.5K | 0.01% | +91 | New |
| Mendota Financial Group, LLC | 100 | $32.4K | 0.03% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 101 | $32.7K | 0.00% | −7,800−98.7% | Reduced |
| GoalVest Advisory LLC | 106 | $34.4K | 0.02% | +33+45.2% | Added |
| Western Pacific Wealth Management, LP | 107 | $34.7K | 0.03% | −65−37.8% | Reduced |
| Baystate Wealth Management LLC | 108 | $35.1K | 0.00% | −56−34.1% | Reduced |
| Park Place Capital Corp | 109 | $35.3K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 113 | $36.6K | 0.00% | +1+0.9% | Added |
| Bell Investment Advisors, Inc | 115 | $37.3K | 0.01% | −12−9.4% | Reduced |
| Headlands Technologies LLC | 121 | $39.2K | 0.02% | +121 | New |
| Sutton Wealth Advisors Inc. | 124 | $40.2K | 0.02% | +12+10.7% | Added |
| Eagle Bay Advisors LLC | 134 | $43.4K | 0.02% | −5−3.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 136 | $44.1K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 138 | $44.7K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 140 | $45.0K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 142 | $46.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 147 | $47.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 158 | $51.2K | 0.00% | −47−22.9% | Reduced |