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 |
|---|---|---|---|---|---|
| Silicon Valley Capital Partners | 160 | $52.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 176 | $57.1K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 176 | $57.1K | 0.02% | +54+44.3% | Added |
| Orion Capital Management LLC | 176 | $57.1K | 0.04% | +176 | New |
| Sturgeon Ventures LLP | 180 | $58.4K | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 183 | $59.3K | 0.01% | −19−9.4% | Reduced |
| Rosenberg Matthew Hamilton | 188 | $61.0K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 192 | $62.3K | 0.04% | −166−46.4% | Reduced |
| Carmel Capital Partners, LLC | 192 | $62.3K | 0.03% | +192 | New |
| Canton Hathaway, LLC | 200 | $65.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 203 | $65.9K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 218 | $70.7K | 0.02% | −45−17.1% | Reduced |
| Global Financial Private Client, LLC | 222 | $71.3K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 222 | $72.0K | 0.01% | +185+500.0% | Added |
| Oakworth Capital, Inc. | 230 | $74.6K | 0.01% | −2−0.9% | Reduced |
| Cambridge Trust Co | 232 | $75.2K | 0.00% | −34−12.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 237 | $77.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 213 | $78.0K | 0.00% | −1−0.5% | Reduced |
| Harbour Investments, Inc. | 246 | $79.8K | 0.00% | +3+1.2% | Added |
| Jackson Square Partners, LLC | 252 | $81.7K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 271 | $87.9K | 0.05% | +57+26.6% | Added |
| Cassady Schiller Wealth Management, LLC | 275 | $89.2K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 298 | $96.6K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 302 | $97.9K | 0.04% | +302 | New |
| Goldstream Capital Management Ltd | 304 | $98.6K | 0.08% | 00.0% | Unchanged |
| Grove Bank & Trust | 305 | $98.9K | 0.02% | +57+23.0% | Added |
| Washington Trust Co | 339 | $109.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 341 | $110.6K | 0.01% | +32+10.4% | Added |
| Hexagon Capital Partners LLC | 343 | $111.2K | 0.03% | +4+1.2% | Added |
| First Horizon Advisors, Inc. | 360 | $116.7K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 381 | $123.5K | 0.04% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 390 | $126.0K | 0.08% | 00.0% | Unchanged |
| Bank of New Hampshire | 394 | $127.7K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 397 | $128.7K | 0.00% | +174+78.0% | Added |
| Trust Co of Vermont | 409 | $132.6K | 0.01% | 00.0% | Unchanged |
| American National Bank | 416 | $134.9K | 0.02% | +59+16.5% | Added |
| Magellan Asset Management Ltd | 422 | $136.8K | 0.00% | +18+4.5% | Added |
| Icon Wealth Partners, LLC | 435 | $141.1K | 0.02% | −1−0.2% | Reduced |
| NBC Securities, Inc. | 460 | $149.0K | 0.02% | +460 | New |
| Northwest Capital Management Inc | 477 | $154.7K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 450 | $155.0K | 0.00% | +31+7.4% | Added |
| Financial Freedom, LLC | 492 | $159.4K | 0.11% | 00.0% | Unchanged |
| Smithfield Trust Co | 498 | $160.0K | 0.01% | −22−4.2% | Reduced |
| Addison Advisors LLC | 500 | $162.1K | 0.08% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 508 | $164.7K | 0.01% | +508 | New |
| SRS Capital Advisors, Inc. | 526 | $170.5K | 0.02% | −1−0.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 526 | $170.5K | 0.09% | +526 | New |
| Carolina Wealth Advisors, LLC | 532 | $172.5K | 0.10% | 00.0% | Unchanged |
| Spire Wealth Management | 533 | $172.8K | 0.01% | −279−34.4% | Reduced |
| Capital Analysts, LLC | 569 | $185.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 590 | $191.3K | 0.01% | +87+17.3% | Added |
| Alta Advisers Ltd | 600 | $194.5K | 0.11% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 600 | $194.5K | 0.08% | +280+87.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 607 | $196.8K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Advisors | 610 | $197.8K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 614 | $199.1K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 618 | $200.4K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 622 | $201.7K | 0.01% | +3+0.5% | Added |
| Gateway Advisory, LLC | 628 | $203.6K | 0.04% | +26+4.3% | Added |
| Waddell & Associates, LLC | 629 | $203.9K | 0.03% | +629 | New |
| Verus Capital Partners, LLC | 630 | $204.3K | 0.03% | −25−3.8% | Reduced |
| Brighton Jones LLC | 632 | $205.1K | 0.01% | +632 | New |
| Mill Creek Capital Advisors, LLC | 637 | $206.5K | 0.01% | −136−17.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 645 | $209.1K | 0.03% | −25−3.7% | Reduced |
| Gilbert & Cook, Inc. | 645 | $209.1K | 0.03% | +52+8.8% | Added |
| Sciencast Management LP | 645 | $209.1K | 0.09% | +645 | New |
| Moors & Cabot, Inc. | 651 | $211.1K | 0.01% | +651 | New |
| 180 Wealth Advisors, LLC | 655 | $212.4K | 0.05% | +26+4.1% | Added |
| Kolinsky Wealth Management, LLC | 658 | $213.3K | 0.21% | −7−1.1% | Reduced |
| Wealthstream Advisors, Inc. | 658 | $213.4K | 0.11% | +658 | New |
| Dougherty Wealth Advisers LLC | 659 | $213.7K | 0.25% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 664 | $215.3K | 0.01% | −6−0.9% | Reduced |
| Integrated Advisors Network LLC | 665 | $215.5K | 0.01% | +32+5.1% | Added |
| TCI Wealth Advisors, Inc. | 668 | $216.6K | 0.03% | +7+1.1% | Added |
| Woodard & Co Asset Management Group Inc | 670 | $217.2K | 0.07% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 670 | $217.3K | 0.00% | −177−20.9% | Reduced |
| Avantax Advisory Services, Inc. | 674 | $218.4K | 0.00% | +47+7.5% | Added |
| Carr Financial Group Corp | 676 | $218.5K | 0.09% | 00.0% | Unchanged |
| Ci Investments Inc. | 679 | $220.0K | 0.00% | +22+3.3% | Added |
| NovaPoint Capital, LLC | 685 | $222.1K | 0.09% | −1−0.1% | Reduced |
| Essex LLC | 699 | $226.6K | 0.06% | 00.0% | Unchanged |
| Marathon Capital Management | 700 | $227.0K | 0.06% | 00.0% | Unchanged |
| Henshaw Capital LLC | 701 | $227.1K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 701 | $227.3K | 0.01% | −424−37.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 703 | $227.9K | 0.04% | −1,009−58.9% | Reduced |
| River Wealth Advisors LLC | 705 | $228.6K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 707 | $229.3K | 0.03% | +12+1.7% | Added |
| Jump Financial, LLC | 713 | $231.2K | 0.01% | +713 | New |
| D'Orazio & Associates, Inc. | 714 | $231.5K | 0.05% | +714 | New |
| Cornerstone Wealth Group, LLC | 716 | $232.2K | 0.04% | +6+0.8% | Added |
| High Note Wealth, LLC | 718 | $232.8K | 0.10% | +718 | New |
| Csenge Advisory Group | 719 | $233.1K | 0.02% | −340−32.1% | Reduced |
| True North Advisors, LLC | 727 | $235.7K | 0.07% | 00.0% | Unchanged |
| Port Capital LLC | 727 | $236.0K | 0.01% | −38−5.0% | Reduced |
| Clifford Group, LLC | 731 | $237.0K | 0.26% | +46+6.7% | Added |
| Choate Investment Advisors | 731 | $237.0K | 0.01% | +731 | New |
| Putnam Investments LLC | 739 | $239.6K | 0.00% | −10−1.3% | Reduced |
| Evergreen Capital Management LLC | 739 | $239.6K | 0.01% | +20+2.8% | Added |
| New Capital Management LP | 741 | $240.3K | 0.08% | +741 | New |
| Stratos Wealth Advisors, LLC | 745 | $241.8K | 0.02% | +745 | New |