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
- 1,049
- +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 | 1,266 | $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, 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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 1,801 | $584.0K | 0.02% | −76−4.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,804 | $584.9K | 0.02% | −4−0.2% | Reduced |
| WMS Partners, LLC | 1,847 | $598.8K | 0.05% | −26−1.4% | Reduced |
| Prospera Financial Services Inc | 1,850 | $599.8K | 0.02% | +102+5.8% | Added |
| Connecticut Wealth Management, LLC | 1,861 | $603.4K | 0.04% | +1,070+135.3% | Added |
| Ballentine Partners, LLC | 1,867 | $605.3K | 0.01% | +39+2.1% | Added |
| KFG Wealth Management, LLC | 1,868 | $605.6K | 0.33% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,871 | $606.6K | 0.22% | +52+2.9% | Added |
| Rede Wealth, LLC | 1,898 | $615.4K | 0.31% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,900 | $616.0K | 0.34% | 00.0% | Unchanged |
| Credit Agricole S A | 1,908 | $618.6K | 0.02% | +1,908 | New |
| First Business Financial Services, Inc. | 1,928 | $625.1K | 0.08% | +7+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 1,948 | $631.7K | 0.08% | +15+0.8% | Added |
| Wedmont Private Capital | 1,938 | $634.8K | 0.06% | +111+6.1% | Added |
| Umb Bank N A | 1,970 | $638.7K | 0.01% | −282−12.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,978 | $641.3K | 0.11% | +106+5.7% | Added |
| Townsend & Associates, Inc | 2,099 | $644.1K | 0.14% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2,000 | $648.4K | 0.12% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,041 | $661.7K | 0.43% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,045 | $663.0K | 0.01% | +60+3.0% | Added |
| Signaturefd, LLC | 2,111 | $684.4K | 0.02% | +152+7.8% | Added |
| Buckingham Strategic Partners | 2,111 | $684.7K | 0.03% | +106+5.3% | Added |
| Empowered Funds, LLC | 2,121 | $687.7K | 0.02% | +502+31.0% | Added |
| Buckingham Strategic Wealth, LLC | 2,136 | $692.5K | 0.01% | +1,287+151.6% | Added |
| KB Financial Partners, LLC | 2,164 | $702.0K | 0.20% | +3+0.1% | Added |
| Cigna Investments Inc | 2,176 | $706.0K | 0.16% | −283−11.5% | Reduced |
| Penserra Capital Management LLC | 2,197 | $711.0K | 0.01% | −896−29.0% | Reduced |
| Joel Isaacson & Co., LLC | 2,220 | $719.8K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,222 | $720.5K | 0.01% | −28−1.2% | Reduced |
| Western Financial Corp | 2,227 | $722.0K | 0.53% | −9−0.4% | Reduced |
| NEOS Investment Management LLC | 2,230 | $723.0K | 0.09% | +2,230 | New |
| MQS Management LLC | 2,231 | $723.3K | 0.44% | +2,231 | New |
| Boston Private Wealth LLC | 2,245 | $727.9K | 0.02% | −108−4.6% | Reduced |
| Martin Investment Management, LLC | 2,252 | $730.1K | 0.22% | −22−1.0% | Reduced |
| Summit Trail Advisors, LLC | 2,268 | $735.4K | 0.03% | +128+6.0% | Added |
| Prairie Sky Financial Group LLC | 2,285 | $740.8K | 0.52% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 2,287 | $741.5K | 0.16% | +140+6.5% | Added |
| Toews Corp | 2,300 | $745.7K | 0.45% | +2,300 | New |
| SkyView Investment Advisors, LLC | 2,305 | $747.0K | 0.30% | +106+4.8% | Added |
| Moody National Bank Trust Division | 2,307 | $748.0K | 0.05% | −80−3.4% | Reduced |
| Hills Bank & Trust Co | 2,312 | $749.6K | 0.09% | −7−0.3% | Reduced |
| FourThought Financial Partners, LLC | 2,315 | $750.7K | 0.10% | +58+2.6% | Added |
| Profund Advisors LLC | 2,322 | $752.8K | 0.04% | −128−5.2% | Reduced |
| Trust Asset Management LLC | 2,350 | $761.9K | 0.08% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 2,457 | $769.7K | 0.25% | +35+1.4% | Added |
| Dynamic Advisor Solutions LLC | 2,409 | $781.0K | 0.04% | +291+13.7% | Added |
| Cetera Advisors LLC | 2,418 | $784.1K | 0.01% | −153−6.0% | Reduced |
| Valeo Financial Advisors, LLC | 2,431 | $788.0K | 0.04% | +390+19.1% | Added |
| Parallel Advisors, LLC | 2,446 | $793.1K | 0.03% | +7+0.3% | Added |
| Aquatic Capital Management LLC | 2,480 | $804.0K | 0.03% | +2,480 | New |
| Harbor Advisors LLC | 2,500 | $810.5K | 0.17% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,503 | $811.5K | 0.10% | −100−3.8% | Reduced |
| Moneta Group Investment Advisors LLC | 2,508 | $813.0K | 0.02% | −94−3.6% | Reduced |
| Thoroughbred Financial Services, LLC | 2,511 | $814.0K | 0.08% | +2,511 | New |
| Perpetual Ltd | 2,515 | $815.4K | 0.01% | −2,037−44.7% | Reduced |
| Chicago Capital, LLC | 2,575 | $834.9K | 0.04% | 00.0% | Unchanged |
| SRN Advisors, LLC | 2,582 | $837.1K | 0.83% | +50+2.0% | Added |
| D.A. Davidson & Co. | 2,584 | $837.8K | 0.01% | +116+4.7% | Added |
| Roundview Capital LLC | 2,596 | $841.7K | 0.08% | +17+0.7% | Added |
| Bartlett & Co. Wealth Management LLC | 2,600 | $843.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,600 | $843.0K | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,603 | $843.9K | 0.07% | +2,603 | New |
| Tyler-Stone Wealth Management | 2,619 | $849.0K | 0.48% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,641 | $856.3K | 0.08% | −500−15.9% | Reduced |
| Quadrant Capital Group LLC | 2,650 | $859.2K | 0.09% | +53+2.0% | Added |
| Alera Investment Advisors, LLC | 2,669 | $865.3K | 0.14% | +62+2.4% | Added |
| Seven Eight Capital, LP | 2,672 | $866.3K | 0.10% | −1,227−31.5% | Reduced |
| Syon Capital LLC | 2,699 | $875.1K | 0.11% | +2,699 | New |
| HB Wealth Management, LLC | 2,760 | $894.9K | 0.01% | +787+39.9% | Added |
| Desjardins Global Asset Management Inc. | 2,769 | $897.7K | 0.10% | −962−25.8% | Reduced |
| Armor Investment Advisors, LLC | 2,788 | $903.9K | 0.54% | +12+0.4% | Added |
| Coastline Trust Co | 2,810 | $911.1K | 0.13% | +1,905+210.5% | Added |
| Zions Bancorporation, N.A. | 2,837 | $919.8K | 0.08% | +593+26.4% | Added |
| FDx Advisors, Inc. | 2,844 | $922.0K | 0.08% | −396−12.2% | Reduced |
| Auxier Asset Management | 2,847 | $923.1K | 0.16% | 00.0% | Unchanged |
| Covenant Partners, LLC | 2,847 | $923.1K | 0.34% | −226−7.4% | Reduced |
| KCS Wealth Advisory | 2,866 | $929.2K | 0.40% | −207−6.7% | Reduced |
| McAdam, LLC | 2,891 | $937.3K | 0.08% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,900 | $940.0K | 0.07% | +2,900 | New |
| Redwood Wealth Management Group, LLC | 2,900 | $940.2K | 1.10% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,913 | $944.5K | 0.05% | +2,913 | New |
| CAPROCK Group, Inc. | 2,936 | $952.1K | 0.07% | −160−5.2% | Reduced |
| AE Wealth Management LLC | 2,940 | $953.1K | 0.01% | −287−8.9% | Reduced |
| Venturi Wealth Management, LLC | 2,943 | $953.9K | 0.07% | −110−3.6% | Reduced |
| King Luther Capital Management Corp | 2,950 | $956.4K | 0.00% | +210+7.7% | Added |
| Advisors Asset Management, Inc. | 2,996 | $971.4K | 0.02% | −723−19.4% | Reduced |
| Good Life Advisors, LLC | 3,000 | $972.7K | 0.11% | 00.0% | Unchanged |
| Grassi Investment Management | 3,000 | $973.0K | 0.11% | −100−3.2% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,018 | $978.5K | 0.43% | +3,018 | New |
| Tiaa Trust, National Association | 3,024 | $980.4K | 0.00% | +3,024 | New |
| Duncker Streett & Co Inc | 3,037 | $984.7K | 0.23% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,044 | $986.9K | 0.36% | −5,194−63.0% | Reduced |
| Waldron Private Wealth LLC | 3,050 | $988.9K | 0.05% | −17−0.6% | Reduced |
| Miracle Mile Advisors, LLC | 3,089 | $1.00M | 0.03% | −148−4.6% | Reduced |
| Old National Bancorp | 3,089 | $1.00M | 0.03% | −981−24.1% | Reduced |
| PFW Advisors LLC | 3,097 | $1.00M | 0.35% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,106 | $1.01M | 0.13% | −468−13.1% | Reduced |
| TrimTabs Asset Management, LLC | 3,117 | $1.01M | 0.54% | −84−2.6% | Reduced |
| DoubleLine ETF Adviser LP | 3,124 | $1.01M | 0.36% | +214+7.4% | Added |
| Marble Harbor Investment Counsel, LLC | 3,125 | $1.01M | 0.13% | 00.0% | Unchanged |