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 |
|---|---|---|---|---|---|
| Community Financial Services Group, LLC | 3,130 | $1.01M | 0.26% | +3,130 | New |
| Vestor Capital, LLC | 3,142 | $1.02M | 0.11% | −4−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 3,150 | $1.02M | 0.01% | +450+16.7% | Added |
| Dorsey & Whitney Trust CO LLC | 3,150 | $1.02M | 0.09% | −251−7.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,194 | $1.04M | 0.04% | −80−2.4% | Reduced |
| Lido Advisors, LLC | 3,221 | $1.04M | 0.01% | +196+6.5% | Added |
| Graham Capital Management, L.P. | 3,228 | $1.05M | 0.03% | +3,228 | New |
| Machina Capital S.A.S. | 3,243 | $1.05M | 0.59% | +3,243 | New |
| Balentine LLC | 3,268 | $1.06M | 0.04% | +6+0.2% | Added |
| Lakeview Capital Partners, LLC | 3,287 | $1.07M | 0.21% | +4+0.1% | Added |
| Park Avenue Securities LLC | 3,296 | $1.07M | 0.02% | +3,296 | New |
| Resources Investment Advisors, LLC. | 3,369 | $1.09M | 0.02% | −345−9.3% | Reduced |
| Private Trust Co NA | 3,377 | $1.09M | 0.14% | −13−0.4% | Reduced |
| LGT Group Foundation | 3,425 | $1.10M | 0.03% | −302−8.1% | Reduced |
| ABN AMRO Bank N.V. | 3,402 | $1.10M | 0.02% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 3,434 | $1.11M | 0.35% | +355+11.5% | Added |
| Stratos Wealth Partners, LTD. | 3,479 | $1.13M | 0.02% | +7+0.2% | Added |
| Charter Trust Co | 3,509 | $1.14M | 0.09% | −73−2.0% | Reduced |
| Calamos Wealth Management LLC | 3,524 | $1.14M | 0.09% | +135+4.0% | Added |
| Symmetry Partners, LLC | 3,534 | $1.15M | 0.06% | −207−5.5% | Reduced |
| First American Bank | 3,540 | $1.15M | 0.10% | +40+1.1% | Added |
| Cubic Asset Management, LLC | 3,607 | $1.17M | 0.32% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,608 | $1.17M | 0.04% | +205+6.0% | Added |
| Brown Brothers Harriman & Co | 3,668 | $1.19M | 0.01% | +425+13.1% | Added |
| Dakota Wealth Management | 3,679 | $1.19M | 0.05% | +10.0% | Added |
| Mather Group, LLC. | 3,679 | $1.19M | 0.02% | −757−17.1% | Reduced |
| Ontario Teachers Pension Plan Board | 3,683 | $1.19M | 0.01% | +960+35.3% | Added |
| Fox Run Management, L.L.C. | 3,688 | $1.20M | 0.35% | +2,707+275.9% | Added |
| Arthur M. Cohen & Associates, LLC | 3,707 | $1.20M | 0.31% | 00.0% | Unchanged |
| AXS Investments LLC | 3,737 | $1.21M | 0.31% | −97−2.5% | Reduced |
| Coldstream Capital Management Inc | 3,739 | $1.21M | 0.04% | −59−1.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,759 | $1.22M | 0.15% | +201+5.6% | Added |
| Sumitomo Life Insurance Co | 3,781 | $1.23M | 0.03% | −53−1.4% | Reduced |
| Gyroscope Capital Management Group, LLC | 3,824 | $1.24M | 0.28% | −999−20.7% | Reduced |
| Lindbrook Capital, LLC | 3,831 | $1.24M | 0.14% | +29+0.8% | Added |
| Blue Chip Partners, Inc. | 3,877 | $1.26M | 0.15% | +7+0.2% | Added |
| Pitcairn Co | 3,899 | $1.26M | 0.11% | −20−0.5% | Reduced |
| CTC Alternative Strategies, Ltd. | 3,900 | $1.26M | 2.39% | +3,900 | New |
| Eqis Capital Management, Inc. | 3,904 | $1.27M | 0.15% | −2,876−42.4% | Reduced |
| ISAM Funds (UK) Ltd | 3,935 | $1.28M | 0.81% | +3,935 | New |
| Raymond James Trust N.A. | 3,941 | $1.28M | 0.04% | −33−0.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,969 | $1.29M | 0.13% | +3,969 | New |
| Steel Peak Wealth Management LLC | 3,986 | $1.29M | 0.08% | +3,986 | New |
| Siemens Fonds Invest GmbH | 4,031 | $1.31M | 0.13% | +1,473+57.6% | Added |
| Ellis Investment Partners, LLC | 4,070 | $1.32M | 0.34% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,100 | $1.33M | 0.09% | 00.0% | Unchanged |
| NBT Bank N A | 4,105 | $1.33M | 0.13% | +4,105 | New |
| Impax Asset Management Group plc | 4,149 | $1.35M | 0.01% | −932−18.3% | Reduced |
| Agf Management Ltd | 4,150 | $1.35M | 0.01% | −766−15.6% | Reduced |
| Nilsine Partners, LLC | 4,151 | $1.35M | 0.20% | +10.0% | Added |
| Chicago Trust Co NA | 4,170 | $1.35M | 0.34% | +383+10.1% | Added |
| Banque Cantonale Vaudoise | 4,188 | $1.36M | 0.07% | −227−5.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,193 | $1.36M | 0.09% | +353+9.2% | Added |
| Accredited Investors Inc. | 4,200 | $1.36M | 0.10% | +16+0.4% | Added |
| Qtron Investments LLC | 4,202 | $1.36M | 0.26% | +568+15.6% | Added |
| Verition Fund Management LLC | 4,233 | $1.37M | 0.02% | +1,670+65.2% | Added |
| Veriti Management LLC | 4,253 | $1.38M | 0.16% | +245+6.1% | Added |
| Clearstead Advisors, LLC | 4,278 | $1.39M | 0.09% | +20.0% | Added |
| Greenleaf Trust | 4,393 | $1.42M | 0.02% | +252+6.1% | Added |
| Two Sigma Investments, LP | 4,500 | $1.46M | 0.00% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4,540 | $1.47M | 0.06% | 00.0% | Unchanged |
| Connable Office Inc | 4,542 | $1.47M | 0.20% | +11+0.2% | Added |
| Los Angeles Capital Management LLC | 4,563 | $1.48M | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 4,566 | $1.48M | 0.03% | +212+4.9% | Added |
| Parkside Financial Bank & Trust | 4,577 | $1.48M | 0.34% | −38−0.8% | Reduced |
| Cutler Group LP | 4,640 | $1.50M | 0.24% | +1,824+64.8% | Added |
| Busey Wealth Management | 4,682 | $1.52M | 0.06% | +1,252+36.5% | Added |
| Enterprise Financial Services Corp | 4,728 | $1.53M | 1.06% | +18+0.4% | Added |
| Oxford Financial Group Ltd | 4,754 | $1.54M | 0.13% | −244−4.9% | Reduced |
| Garrison Bradford & Associates Inc | 4,800 | $1.56M | 1.84% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,857 | $1.57M | 0.27% | +4,857 | New |
| Canandaigua National Bank & Trust Co | 4,867 | $1.58M | 0.26% | −31−0.6% | Reduced |
| Nicolet Bankshares Inc | 4,867 | $1.58M | 0.48% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,902 | $1.59M | 0.09% | −96−1.9% | Reduced |
| Jefferies Financial Group Inc. | 4,911 | $1.59M | 0.04% | +3,020+159.7% | Added |
| Logan Capital Management Inc | 4,948 | $1.60M | 0.08% | −33−0.7% | Reduced |
| Cohen Klingenstein LLC | 5,000 | $1.62M | 0.07% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 5,008 | $1.62M | 0.08% | +329+7.0% | Added |
| Assetmark, Inc | 5,057 | $1.64M | 0.01% | +469+10.2% | Added |
| WoodTrust Financial Corp | 5,075 | $1.65M | 0.31% | −50−1.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,171 | $1.68M | 0.27% | −412−7.4% | Reduced |
| Jensen Investment Management Inc | 5,230 | $1.70M | 0.01% | +410+8.5% | Added |
| Romano Brothers and Company | 5,259 | $1.71M | 0.27% | −25−0.5% | Reduced |
| Beacon Pointe Advisors, LLC | 5,262 | $1.71M | 0.02% | +2,269+75.8% | Added |
| Welch Group, LLC | 5,272 | $1.71M | 0.10% | 00.0% | Unchanged |
| Atria Investments LLC | 5,291 | $1.72M | 0.03% | +496+10.3% | Added |
| Schechter Investment Advisors, LLC | 5,299 | $1.72M | 0.17% | −45−0.8% | Reduced |
| Goelzer Investment Management, Inc. | 5,321 | $1.73M | 0.12% | −47−0.9% | Reduced |
| Integrated Wealth Concepts LLC | 5,324 | $1.73M | 0.03% | +18+0.3% | Added |
| Kingswood Wealth Advisors, LLC | 5,386 | $1.75M | 0.30% | +5,386 | New |
| Quantinno Capital Management LP | 5,436 | $1.76M | 0.08% | +262+5.1% | Added |
| Larson Financial Group LLC | 5,444 | $1.77M | 0.17% | +157+3.0% | Added |
| Lincoln National Corp | 5,446 | $1.77M | 0.04% | +37+0.7% | Added |
| Arrowstreet Capital, Limited Partnership | 5,476 | $1.77M | 0.00% | −26,426−82.8% | Reduced |
| Strategic Global Advisors, LLC | 5,498 | $1.78M | 0.30% | −7,278−57.0% | Reduced |
| Private Advisor Group, LLC | 5,500 | $1.78M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,529 | $1.79M | 0.02% | −20,687−78.9% | Reduced |
| Everence Capital Management Inc | 5,540 | $1.80M | 0.14% | 00.0% | Unchanged |
| Retireful, LLC | 5,583 | $1.81M | 0.86% | +5,583 | New |
| Vinva Investment Management Ltd | 5,500 | $1.81M | 0.17% | −448−7.5% | Reduced |