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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 533 | $172.8K | 0.01% | −279−34.4% | Reduced |
| Carolina Wealth Advisors, LLC | 532 | $172.5K | 0.10% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 526 | $170.5K | 0.09% | +526 | New |
| SRS Capital Advisors, Inc. | 526 | $170.5K | 0.02% | −1−0.2% | Reduced |
| Meeder Asset Management Inc | 508 | $164.7K | 0.01% | +508 | New |
| Addison Advisors LLC | 500 | $162.1K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 498 | $160.0K | 0.01% | −22−4.2% | Reduced |
| Financial Freedom, LLC | 492 | $159.4K | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 450 | $155.0K | 0.00% | +31+7.4% | Added |
| Northwest Capital Management Inc | 477 | $154.7K | 0.06% | 00.0% | Unchanged |
| NBC Securities, Inc. | 460 | $149.0K | 0.02% | +460 | New |
| Icon Wealth Partners, LLC | 435 | $141.1K | 0.02% | −1−0.2% | Reduced |
| Magellan Asset Management Ltd | 422 | $136.8K | 0.00% | +18+4.5% | Added |
| American National Bank | 416 | $134.9K | 0.02% | +59+16.5% | Added |
| Trust Co of Vermont | 409 | $132.6K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 397 | $128.7K | 0.00% | +174+78.0% | Added |
| Bank of New Hampshire | 394 | $127.7K | 0.04% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 390 | $126.0K | 0.08% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 381 | $123.5K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 360 | $116.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 343 | $111.2K | 0.03% | +4+1.2% | Added |
| Geneos Wealth Management Inc. | 341 | $110.6K | 0.01% | +32+10.4% | Added |
| Washington Trust Co | 339 | $109.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 305 | $98.9K | 0.02% | +57+23.0% | Added |
| Goldstream Capital Management Ltd | 304 | $98.6K | 0.08% | 00.0% | Unchanged |
| Operose Advisors LLC | 302 | $97.9K | 0.04% | +302 | New |
| Versant Capital Management, Inc | 298 | $96.6K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 275 | $89.2K | 0.05% | 00.0% | Unchanged |
| West Tower Group, LLC | 271 | $87.9K | 0.05% | +57+26.6% | Added |
| Jackson Square Partners, LLC | 252 | $81.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 246 | $79.8K | 0.00% | +3+1.2% | Added |
| TD Waterhouse Canada Inc. | 213 | $78.0K | 0.00% | −1−0.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 237 | $77.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 232 | $75.2K | 0.00% | −34−12.8% | Reduced |
| Oakworth Capital, Inc. | 230 | $74.6K | 0.01% | −2−0.9% | Reduced |
| Johnson Financial Group, Inc. | 222 | $72.0K | 0.01% | +185+500.0% | Added |
| Global Financial Private Client, LLC | 222 | $71.3K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 218 | $70.7K | 0.02% | −45−17.1% | Reduced |
| Core Alternative Capital | 203 | $65.9K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 200 | $65.0K | 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 |
| Rosenberg Matthew Hamilton | 188 | $61.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 183 | $59.3K | 0.01% | −19−9.4% | Reduced |
| Sturgeon Ventures LLP | 180 | $58.4K | 0.08% | 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 |
| Silicon Valley Capital Partners | 160 | $52.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 158 | $51.2K | 0.00% | −47−22.9% | Reduced |
| Farmers & Merchants Investments Inc | 147 | $47.7K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 142 | $46.0K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 140 | $45.0K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 138 | $44.7K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 136 | $44.1K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 134 | $43.4K | 0.02% | −5−3.6% | Reduced |
| Sutton Wealth Advisors Inc. | 124 | $40.2K | 0.02% | +12+10.7% | Added |
| Headlands Technologies LLC | 121 | $39.2K | 0.02% | +121 | New |
| Bell Investment Advisors, Inc | 115 | $37.3K | 0.01% | −12−9.4% | Reduced |
| Baker Avenue Asset Management, LP | 113 | $36.6K | 0.00% | +1+0.9% | Added |
| Park Place Capital Corp | 109 | $35.3K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 108 | $35.1K | 0.00% | −56−34.1% | Reduced |
| Western Pacific Wealth Management, LP | 107 | $34.7K | 0.03% | −65−37.8% | Reduced |
| GoalVest Advisory LLC | 106 | $34.4K | 0.02% | +33+45.2% | Added |
| Canada Pension Plan Investment Board | 101 | $32.7K | 0.00% | −7,800−98.7% | Reduced |
| Mendota Financial Group, LLC | 100 | $32.4K | 0.03% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 91 | $29.5K | 0.01% | +91 | New |
| State of Wyoming | 89 | $28.9K | 0.01% | −244−73.3% | Reduced |
| ZRC Wealth Management, LLC | 84 | $27.2K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 83 | $27.0K | 0.00% | −26−23.9% | Reduced |
| Carolinas Wealth Consulting LLC | 83 | $25.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 77 | $25.0K | 0.02% | −1−1.3% | Reduced |
| GW&K Investment Management, LLC | 78 | $25.0K | 0.00% | +13+20.0% | Added |
| SOA Wealth Advisors, LLC. | 74 | $24.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 73 | $23.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 71 | $23.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 70 | $22.7K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 70 | $22.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $21.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 64 | $20.7K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 61 | $19.8K | 0.00% | −4−6.2% | Reduced |
| Sit Investment Associates Inc | 54 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 51 | $16.7K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 50 | $16.2K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $15.0K | 0.00% | 00.0% | Unchanged |
| Motco | 46 | $14.9K | 0.00% | −1−2.1% | Reduced |
| Cranbrook Wealth Management, LLC | 43 | $13.9K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 43 | $13.9K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 42 | $13.6K | 0.00% | +3+7.7% | Added |
| McIlrath & Eck, LLC | 42 | $13.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 41 | $13.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 41 | $13.3K | 0.00% | +16+64.0% | Added |
| Harbor Investment Advisory, LLC | 41 | $13.3K | 0.00% | −1,112−96.4% | Reduced |
| Steward Financial Group LLC | 41 | $13.0K | 0.00% | −5−10.9% | Reduced |
| Valley National Advisers Inc | 40 | $13.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 39 | $12.7K | 0.01% | +3+8.3% | Added |
| Newbridge Financial Services Group, Inc. | 38 | $12.2K | 0.01% | −10−20.8% | Reduced |
| Jones Financial Companies LLLP | 36 | $11.7K | 0.00% | +21+140.0% | Added |
| Raffa Wealth Management, LLC | 34 | $11.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 33 | $10.7K | 0.00% | 00.0% | Unchanged |