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 |
|---|---|---|---|---|---|
| Maripau Wealth Management LLC | 749 | $242.8K | 0.22% | +749 | New |
| Colony Group LLC | 754 | $244.0K | 0.00% | −22−2.8% | Reduced |
| Hollencrest Capital Management | 756 | $245.1K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 760 | $246.3K | 0.02% | −948−55.5% | Reduced |
| Aptus Capital Advisors, LLC | 760 | $246.4K | 0.01% | +760 | New |
| Comerica Securities,inc. | 760 | $246.4K | 0.02% | −25−3.2% | Reduced |
| Venture Visionary Partners LLC | 768 | $249.0K | 0.02% | −106−12.1% | Reduced |
| Heritage Trust Co | 769 | $249.3K | 0.04% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 773 | $250.6K | 0.03% | −10−1.3% | Reduced |
| Hallmark Capital Management Inc | 777 | $251.9K | 0.02% | +36+4.9% | Added |
| Inspire Advisors, LLC | 795 | $257.8K | 0.05% | 00.0% | Unchanged |
| Connors Investor Services Inc | 800 | $259.0K | 0.03% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 807 | $261.6K | 0.03% | +1+0.1% | Added |
| Vise Technologies, Inc. | 813 | $263.6K | 0.06% | +813 | New |
| IFP Advisors, Inc | 816 | $264.6K | 0.01% | +20+2.5% | Added |
| FirstPurpose Wealth LLC | 820 | $265.9K | 0.11% | +20+2.5% | Added |
| KCM Investment Advisors LLC | 826 | $267.8K | 0.01% | −1,500−64.5% | Reduced |
| Independent Advisor Alliance | 836 | $271.1K | 0.01% | +46+5.8% | Added |
| Amplius Wealth Advisors, LLC | 840 | $272.2K | 0.04% | −274−24.6% | Reduced |
| PDS Planning, Inc | 841 | $272.7K | 0.04% | +25+3.1% | Added |
| McLean Asset Management Corp | 839 | $273.1K | 0.11% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 843 | $273.2K | 0.02% | −9−1.1% | Reduced |
| Hemenway Trust Co LLC | 850 | $275.6K | 0.03% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 850 | $275.6K | 0.04% | +850 | New |
| Forte Capital LLC | 852 | $276.2K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 853 | $276.6K | 0.06% | 00.0% | Unchanged |
| Welch & Forbes LLC | 853 | $276.6K | 0.00% | +40+4.9% | Added |
| Navellier & Associates Inc | 855 | $277.2K | 0.05% | +855 | New |
| Oppenheimer & Co Inc | 857 | $277.9K | 0.01% | −62−6.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 859 | $278.5K | 0.05% | 00.0% | Unchanged |
| Exchange Bank | 869 | $281.7K | 0.27% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 870 | $282.1K | 0.09% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 873 | $283.1K | 0.04% | +107+14.0% | Added |
| Cedar Brook Financial Partners, LLC | 876 | $284.0K | 0.07% | +51+6.2% | Added |
| Everhart Financial Group, Inc. | 876 | $284.0K | 0.12% | +70+8.7% | Added |
| TRUE Private Wealth Advisors | 876 | $284.2K | 0.04% | +8+0.9% | Added |
| Belpointe Asset Management LLC | 884 | $286.7K | 0.03% | +884 | New |
| Donaldson Capital Management, LLC | 885 | $286.9K | 0.01% | −56−6.0% | Reduced |
| Retirement Planning Group | 886 | $287.4K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 890 | $288.6K | 0.01% | +112+14.4% | Added |
| Park National Corp | 891 | $288.9K | 0.01% | −21−2.3% | Reduced |
| FineMark National Bank & Trust | 893 | $289.5K | 0.01% | +200+28.9% | Added |
| Bishop Rock Capital, L.P. | 896 | $290.5K | 1.19% | −1,123−55.6% | Reduced |
| Paradigm Asset Management Co LLC | 900 | $291.8K | 0.08% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 900 | $292.0K | 0.13% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 905 | $293.4K | 0.11% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 905 | $293.4K | 0.02% | 00.0% | Unchanged |
| Channel Wealth LLC | 906 | $293.7K | 0.16% | +163+21.9% | Added |
| EverSource Wealth Advisors, LLC | 909 | $294.7K | 0.03% | −8−0.9% | Reduced |
| Hilltop Holdings Inc. | 909 | $294.7K | 0.04% | +28+3.2% | Added |
| DFPG Investments, LLC | 890 | $295.3K | 0.03% | −168−15.9% | Reduced |
| Mainstay Capital Management LLC | 915 | $296.7K | 0.06% | 00.0% | Unchanged |
| ASB Consultores, LLC | 918 | $297.6K | 0.12% | −616−40.2% | Reduced |
| Pioneer Trust Bank N A | 919 | $298.0K | 0.10% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 923 | $299.3K | 0.11% | −3,160−77.4% | Reduced |
| Gitterman Wealth Management, LLC | 924 | $299.7K | 0.14% | −785−45.9% | Reduced |
| Asset Dedication, LLC | 929 | $303.0K | 0.03% | +19+2.1% | Added |
| Essex Financial Services, Inc. | 940 | $304.8K | 0.04% | +4+0.4% | Added |
| Sabal Trust CO | 946 | $306.7K | 0.02% | +26+2.8% | Added |
| Atlas Capital Advisors LLC | 956 | $310.0K | 0.05% | 00.0% | Unchanged |
| Allstate Corp | 960 | $311.3K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 967 | $313.5K | 0.14% | +595+159.9% | Added |
| Smith, Moore & Co. | 968 | $313.8K | 0.04% | +4+0.4% | Added |
| Fukoku Mutual Life Insurance Co | 974 | $315.8K | 0.03% | 00.0% | Unchanged |
| Kidder Stephen W | 975 | $316.1K | 0.11% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 976 | $316.4K | 0.13% | −37−3.7% | Reduced |
| CWA Asset Management Group, LLC | 983 | $318.7K | 0.02% | +50+5.4% | Added |
| We Are One Seven, LLC | 987 | $320.0K | 0.02% | +66+7.2% | Added |
| Smith Chas P & Associates Pa Cpas | 1,000 | $324.0K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,000 | $324.2K | 0.05% | −65−6.1% | Reduced |
| Optimum Investment Advisors | 1,000 | $324.2K | 0.17% | 00.0% | Unchanged |
| Belmont Capital, LLC | 1,000 | $324.2K | 0.18% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,000 | $324.2K | 0.32% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,007 | $326.6K | 0.04% | +59+6.2% | Added |
| Hancock Whitney Corp | 1,019 | $330.4K | 0.01% | −9−0.9% | Reduced |
| J. W. Coons Advisors, LLC | 1,022 | $331.4K | 0.10% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 1,029 | $333.6K | 0.04% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 1,030 | $333.9K | 0.13% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,032 | $334.6K | 0.03% | +309+42.7% | Added |
| Catalyst Financial Partners LLC | 1,032 | $334.6K | 0.11% | +51+5.2% | Added |
| LVW Advisors, LLC | 1,032 | $334.6K | 0.07% | +176+20.6% | Added |
| Abacus Planning Group, Inc. | 1,033 | $334.9K | 0.08% | +22+2.2% | Added |
| Prestige Wealth Management Group LLC | 1,046 | $339.1K | 0.08% | +546+109.2% | Added |
| Heritage Wealth Advisors | 1,053 | $341.4K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,058 | $343.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,076 | $348.9K | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,085 | $351.8K | 0.04% | +1,085 | New |
| Ellevest, Inc. | 1,089 | $353.1K | 0.03% | −29−2.6% | Reduced |
| Advisory Research Inc | 1,098 | $356.0K | 0.05% | +33+3.1% | Added |
| First National Bank of Omaha | 1,099 | $356.3K | 0.02% | −362−24.8% | Reduced |
| Apollon Wealth Management, LLC | 1,101 | $357.0K | 0.02% | −535−32.7% | Reduced |
| Nwam LLC | 1,103 | $357.6K | 0.04% | −244−18.1% | Reduced |
| Bowen Hanes & Co Inc | 1,110 | $359.9K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,115 | $361.4K | 0.02% | +246+28.3% | Added |
| Weaver Consulting Group | 1,115 | $361.5K | 0.16% | 00.0% | Unchanged |
| waypoint wealth counsel | 1,121 | $363.5K | 0.34% | −162−12.6% | Reduced |
| O'Brien Greene & Co. Inc | 1,134 | $367.7K | 0.13% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,138 | $368.9K | 0.09% | −131−10.3% | Reduced |
| BFSG, LLC | 1,138 | $369.0K | 0.06% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,140 | $369.6K | 0.03% | +70+6.5% | Added |