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 |
|---|---|---|---|---|---|
| Obsidian Personal Planning Solutions LLC | 1,145 | $371.2K | 0.32% | +87+8.2% | Added |
| Legacy Financial Advisors, Inc. | 1,147 | $371.9K | 0.07% | +76+7.1% | Added |
| Wellspring Financial Advisors, LLC | 1,153 | $373.8K | 0.11% | +324+39.1% | Added |
| Delta Investment Management, LLC | 1,160 | $376.1K | 0.10% | +196+20.3% | Added |
| AdvisorShares Investments LLC | 1,161 | $376.4K | 0.10% | −26−2.2% | Reduced |
| Mattern Capital Management, LLC | 1,170 | $379.3K | 0.06% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,171 | $379.5K | 0.12% | +31+2.7% | Added |
| Sage Mountain Advisors LLC | 1,171 | $379.7K | 0.05% | +80+7.3% | Added |
| Sentry Investment Management LLC | 1,172 | $380.0K | 0.18% | −284−19.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,195 | $387.5K | 0.01% | −5−0.4% | Reduced |
| HC Advisors, LLC | 1,199 | $388.7K | 0.23% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,222 | $389.9K | 0.01% | +32+2.7% | Added |
| JFS Wealth Advisors, LLC | 1,208 | $391.7K | 0.04% | 00.0% | Unchanged |
| Annandale Capital, LLC | 1,228 | $398.0K | 0.12% | 00.0% | Unchanged |
| Bessemer Securities LLC | 1,235 | $400.0K | 0.55% | −839−40.5% | Reduced |
| Kestra Private Wealth Services, LLC | 1,235 | $400.4K | 0.01% | +1,235 | New |
| Legacy Capital Wealth Partners, LLC | 1,244 | $403.2K | 0.11% | +365+41.5% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,244 | $403.3K | 0.52% | +1,244 | New |
| Sym Financial Corp | 1,248 | $404.6K | 0.07% | +248+24.8% | Added |
| Allworth Financial LP | 1,250 | $405.2K | 0.00% | −148−10.6% | Reduced |
| RDA Financial Network | 1,251 | $405.6K | 0.18% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,268 | $411.1K | 0.12% | −406−24.3% | Reduced |
| Americana Partners, LLC | 1,268 | $411.1K | 0.04% | +7+0.6% | Added |
| Newman Dignan & Sheerar, Inc. | 1,271 | $412.1K | 0.14% | +1+0.1% | Added |
| First National Bank of Hutchinson | 1,273 | $412.7K | 0.31% | +16+1.3% | Added |
| Horizon Investments, LLC | 1,276 | $412.9K | 0.01% | −127−9.1% | Reduced |
| Intrust Bank NA | 1,283 | $416.0K | 0.05% | −30−2.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,294 | $419.5K | 0.01% | +42+3.4% | Added |
| Deseret Mutual Benefit Administrators | 1,294 | $419.5K | 0.21% | +71+5.8% | Added |
| Financial Advocates Investment Management | 1,301 | $421.8K | 0.03% | +46+3.7% | Added |
| Equitable Holdings, Inc. | 1,302 | $422.1K | 0.01% | −167−11.4% | Reduced |
| Geller Advisors LLC | 1,315 | $426.3K | 0.05% | +57+4.5% | Added |
| Altfest L J & Co Inc | 1,323 | $429.0K | 0.07% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 1,324 | $429.2K | 0.34% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,327 | $430.2K | 0.00% | +1,327 | New |
| Newton One Investments LLC | 1,335 | $433.0K | 0.26% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,336 | $433.0K | 0.25% | +68+5.4% | Added |
| Legacy Capital Group California, Inc. | 1,350 | $437.8K | 0.19% | +7+0.5% | Added |
| Avidian Wealth Solutions, LLC | 1,350 | $437.8K | 0.03% | −2−0.1% | Reduced |
| Wealthsource Partners, LLC | 1,362 | $441.6K | 0.03% | +7+0.5% | Added |
| West Family Investments, Inc. | 1,375 | $445.8K | 0.16% | −25−1.8% | Reduced |
| SeaCrest Wealth Management, LLC | 1,380 | $447.4K | 0.06% | −48−3.4% | Reduced |
| Pinnacle Associates Ltd | 1,388 | $450.0K | 0.01% | +603+76.8% | Added |
| Great Valley Advisor Group, Inc. | 1,388 | $450.2K | 0.02% | +605+77.3% | Added |
| North Star Investment Management Corp. | 1,389 | $450.3K | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 1,400 | $453.9K | 0.08% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,419 | $460.1K | 0.07% | +79+5.9% | Added |
| Fort Point Capital Partners LLC | 1,420 | $460.4K | 0.07% | +55+4.0% | Added |
| Neville Rodie & Shaw Inc | 1,450 | $470.0K | 0.04% | 00.0% | Unchanged |
| SRB Corp | 1,454 | $471.4K | 0.03% | +67+4.8% | Added |
| IFG Advisors, LLC | 1,466 | $475.3K | 0.17% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,463 | $476.0K | 0.09% | +26+1.8% | Added |
| Neo Ivy Capital Management | 1,480 | $480.0K | 0.21% | +1,480 | New |
| Consolidated Portfolio Review Corp | 1,485 | $481.5K | 0.12% | +807+119.0% | Added |
| Fayez Sarofim & Co | 1,491 | $483.4K | 0.00% | −150−9.1% | Reduced |
| Argent Trust Co | 1,491 | $483.4K | 0.03% | +5+0.3% | Added |
| Tectonic Advisors LLC | 1,497 | $485.2K | 0.05% | +3+0.2% | Added |
| Trustmark National Bank Trust Department | 1,498 | $485.7K | 0.05% | 00.0% | Unchanged |
| Game Creek Capital, LP | 1,500 | $486.3K | 0.32% | 00.0% | Unchanged |
| Wrapmanager Inc | 1,511 | $489.9K | 0.16% | −95−5.9% | Reduced |
| Cannell Peter B & Co Inc | 1,522 | $493.5K | 0.02% | +10+0.7% | Added |
| PEAK6 Investments LLC | 1,524 | $494.0K | 0.02% | −127−7.7% | Reduced |
| La Banque Postale Asset Management SA | 1,526 | $494.8K | 0.01% | +241+18.8% | Added |
| Sunflower Bank, N.A. | 1,549 | $502.2K | 0.12% | +9+0.6% | Added |
| Perigon Wealth Management, LLC | 1,568 | $508.4K | 0.02% | −84−5.1% | Reduced |
| Advisor OS, LLC | 1,580 | $512.3K | 0.08% | +78+5.2% | Added |
| Wedbush Securities Inc | 1,586 | $514.0K | 0.03% | −66−4.0% | Reduced |
| Graypoint LLC | 1,586 | $514.3K | 0.05% | +114+7.7% | Added |
| Freestone Capital Holdings, LLC | 1,602 | $519.4K | 0.03% | −56−3.4% | Reduced |
| National Asset Management, Inc. | 1,612 | $522.6K | 0.01% | +284+21.4% | Added |
| Empower Advisory Group, LLC | 1,637 | $530.7K | 0.00% | +944+136.2% | Added |
| Radnor Capital Management, LLC | 1,652 | $536.0K | 0.11% | +508+44.4% | Added |
| Bridgewater Associates, LP | 1,657 | $537.2K | 0.00% | +1,657 | New |
| Stokes Family Office, LLC | 1,662 | $538.9K | 0.06% | +118+7.6% | Added |
| Saturna Capital CORP | 1,664 | $539.5K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,673 | $542.4K | 0.09% | +1,673 | New |
| AustralianSuper Pty Ltd | 1,673 | $542.4K | 0.00% | 00.0% | Unchanged |
| Conning Inc. | 1,675 | $543.1K | 0.02% | +45+2.8% | Added |
| Fisher Asset Management, LLC | 1,685 | $546.5K | 0.00% | +1,685 | New |
| Northern Capital Management, Inc. | 1,688 | $547.3K | 0.51% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,688 | $547.4K | 0.12% | +10+0.6% | Added |
| Kinneret Advisory, LLC | 1,695 | $549.6K | 0.07% | −1−0.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,711 | $554.0K | 0.27% | 00.0% | Unchanged |
| Crane Advisory, LLC | 1,697 | $555.8K | 0.14% | 00.0% | Unchanged |
| American Trust | 1,715 | $556.0K | 0.04% | −550−24.3% | Reduced |
| Clarius Group, LLC | 1,718 | $557.0K | 0.05% | −680−28.4% | Reduced |
| Global Retirement Partners, LLC | 1,718 | $558.3K | 0.03% | +10+0.6% | Added |
| Fidelis Capital Partners, LLC | 1,723 | $558.6K | 0.19% | +164+10.5% | Added |
| Atria Wealth Solutions, Inc. | 1,727 | $559.9K | 0.01% | +37+2.2% | Added |
| Hudock, Inc. | 1,731 | $561.5K | 0.13% | −7−0.4% | Reduced |
| Hummer Financial Advisory Services Inc | 1,733 | $561.9K | 0.57% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 1,741 | $564.5K | 0.02% | +1,741 | New |
| Twelve Points Wealth Management LLC | 1,742 | $564.8K | 0.28% | +76+4.6% | Added |
| Empirical Asset Management, LLC | 1,743 | $565.1K | 0.49% | +1,743 | New |
| Yarbrough Capital, LLC | 1,746 | $566.1K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 1,777 | $576.2K | 0.01% | +63+3.7% | Added |
| Mutual Advisors, LLC | 1,780 | $577.2K | 0.02% | +1,780 | New |
| Lantz Financial LLC | 1,797 | $582.6K | 0.23% | +3+0.2% | Added |
| Advisory Services Network, LLC | 1,799 | $583.2K | 0.02% | −149−7.6% | Reduced |
| Capital Investment Advisors, LLC | 1,801 | $584.0K | 0.02% | −76−4.0% | Reduced |