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 |
|---|---|---|---|---|---|
| Cherry Tree Wealth Management, LLC | 33 | $10.7K | 0.00% | +33 | New |
| Earnest Partners LLC | 33 | $10.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 33 | $10.7K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 31 | $10.1K | 0.01% | −34−52.3% | Reduced |
| Quent Capital, LLC | 26 | $8.43K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $8.00K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 23 | $7.46K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 23 | $7.46K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 21 | $6.81K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 20 | $6.49K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 21 | $6.44K | 0.00% | −324−93.9% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 2,368 | $6.01K | 0.18% | +2,368 | New |
| Rocky Mountain Advisers, LLC | 16 | $5.19K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 15 | $4.86K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 15 | $4.86K | 0.01% | −586−97.5% | Reduced |
| Creative Financial Designs Inc | 15 | $4.86K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 13 | $4.21K | 0.00% | +13 | New |
| Crewe Advisors LLC | 12 | $3.89K | 0.00% | −1−7.7% | Reduced |
| Colonial Trust Co | 11 | $3.68K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11 | $3.58K | 0.00% | −1−8.3% | Reduced |
| TFC Financial Management | 11 | $3.57K | 0.00% | −1−8.3% | Reduced |
| MCF Advisors LLC | 10 | $3.24K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $3.24K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $2.92K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $2.92K | 0.00% | −6−40.0% | Reduced |
| Gradient Investments LLC | 9 | $2.92K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 9 | $2.92K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 9 | $2.92K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9 | $2.92K | 0.00% | +9 | New |
| Country Trust Bank | 8 | $2.59K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 7 | $2.27K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 7 | $2.27K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7 | $2.27K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5 | $1.73K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $1.62K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 5 | $1.62K | 0.00% | +5 | New |
| Castleview Partners, LLC | 5 | $1.62K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $1.30K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $1.30K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | −1−11.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $973 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2 | $648 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 2 | $648 | 0.00% | +2 | New |
| Provenance Wealth Advisors, LLC | 2 | $648 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 1 | $324 | 0.00% | −8−88.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −42,965−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −39,711−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −30,856−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −25,120−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −13,176−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −12,003−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −10,192−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −8,348−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −5,104−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −4,584−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −3,911−100.0% | Sold out |
| Silver Lake Advisory, LLC | 0 | $0 | 0.00% | −3,623−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −3,073−100.0% | Sold out |
| Arnhold LLC | 0 | $0 | 0.00% | −3,054−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,959−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,711−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −2,660−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −2,608−100.0% | Sold out |
| My Legacy Advisors, LLC | 0 | $0 | 0.00% | −2,355−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,256−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −2,174−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,018−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,833−100.0% | Sold out |
| Prossimo Advisors, LLC | 0 | $0 | 0.00% | −1,701−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,252−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Hendershot Investments Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Simmons Bank | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| Fort Sheridan Advisors LLC | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Meridian Wealth Advisors, LLC | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Mendel Money Management | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| Palladiem, LLC | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −277−100.0% | Sold out |