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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 2,446 | $793.1K | 0.03% | +7+0.3% | Added |
| Valeo Financial Advisors, LLC | 2,431 | $788.0K | 0.04% | +390+19.1% | Added |
| Cetera Advisors LLC | 2,418 | $784.1K | 0.01% | −153−6.0% | Reduced |
| Dynamic Advisor Solutions LLC | 2,409 | $781.0K | 0.04% | +291+13.7% | Added |
| Waterfront Wealth Inc. | 2,457 | $769.7K | 0.25% | +35+1.4% | Added |
| Trust Asset Management LLC | 2,350 | $761.9K | 0.08% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,322 | $752.8K | 0.04% | −128−5.2% | Reduced |
| FourThought Financial Partners, LLC | 2,315 | $750.7K | 0.10% | +58+2.6% | Added |
| Hills Bank & Trust Co | 2,312 | $749.6K | 0.09% | −7−0.3% | Reduced |
| Moody National Bank Trust Division | 2,307 | $748.0K | 0.05% | −80−3.4% | Reduced |
| SkyView Investment Advisors, LLC | 2,305 | $747.0K | 0.30% | +106+4.8% | Added |
| Toews Corp | 2,300 | $745.7K | 0.45% | +2,300 | New |
| Sendero Wealth Management, LLC | 2,287 | $741.5K | 0.16% | +140+6.5% | Added |
| Prairie Sky Financial Group LLC | 2,285 | $740.8K | 0.52% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,268 | $735.4K | 0.03% | +128+6.0% | Added |
| Martin Investment Management, LLC | 2,252 | $730.1K | 0.22% | −22−1.0% | Reduced |
| Boston Private Wealth LLC | 2,245 | $727.9K | 0.02% | −108−4.6% | Reduced |
| MQS Management LLC | 2,231 | $723.3K | 0.44% | +2,231 | New |
| NEOS Investment Management LLC | 2,230 | $723.0K | 0.09% | +2,230 | New |
| Western Financial Corp | 2,227 | $722.0K | 0.53% | −9−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,222 | $720.5K | 0.01% | −28−1.2% | Reduced |
| Joel Isaacson & Co., LLC | 2,220 | $719.8K | 0.05% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,197 | $711.0K | 0.01% | −896−29.0% | Reduced |
| Cigna Investments Inc | 2,176 | $706.0K | 0.16% | −283−11.5% | Reduced |
| KB Financial Partners, LLC | 2,164 | $702.0K | 0.20% | +3+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 2,136 | $692.5K | 0.01% | +1,287+151.6% | Added |
| Empowered Funds, LLC | 2,121 | $687.7K | 0.02% | +502+31.0% | Added |
| Buckingham Strategic Partners | 2,111 | $684.7K | 0.03% | +106+5.3% | Added |
| Signaturefd, LLC | 2,111 | $684.4K | 0.02% | +152+7.8% | Added |
| Modera Wealth Management, LLC | 2,045 | $663.0K | 0.01% | +60+3.0% | Added |
| Ridgewood Investments LLC | 2,041 | $661.7K | 0.43% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2,000 | $648.4K | 0.12% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 2,099 | $644.1K | 0.14% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,978 | $641.3K | 0.11% | +106+5.7% | Added |
| Umb Bank N A | 1,970 | $638.7K | 0.01% | −282−12.5% | Reduced |
| Wedmont Private Capital | 1,938 | $634.8K | 0.06% | +111+6.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,948 | $631.7K | 0.08% | +15+0.8% | Added |
| First Business Financial Services, Inc. | 1,928 | $625.1K | 0.08% | +7+0.4% | Added |
| Credit Agricole S A | 1,908 | $618.6K | 0.02% | +1,908 | New |
| Lountzis Asset Management, LLC | 1,900 | $616.0K | 0.34% | 00.0% | Unchanged |
| Rede Wealth, LLC | 1,898 | $615.4K | 0.31% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,871 | $606.6K | 0.22% | +52+2.9% | Added |
| KFG Wealth Management, LLC | 1,868 | $605.6K | 0.33% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,867 | $605.3K | 0.01% | +39+2.1% | Added |
| Connecticut Wealth Management, LLC | 1,861 | $603.4K | 0.04% | +1,070+135.3% | Added |
| Prospera Financial Services Inc | 1,850 | $599.8K | 0.02% | +102+5.8% | Added |
| WMS Partners, LLC | 1,847 | $598.8K | 0.05% | −26−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,804 | $584.9K | 0.02% | −4−0.2% | Reduced |
| Capital Investment Advisors, LLC | 1,801 | $584.0K | 0.02% | −76−4.0% | Reduced |
| Advisory Services Network, LLC | 1,799 | $583.2K | 0.02% | −149−7.6% | Reduced |
| Lantz Financial LLC | 1,797 | $582.6K | 0.23% | +3+0.2% | Added |
| Mutual Advisors, LLC | 1,780 | $577.2K | 0.02% | +1,780 | New |
| MAI Capital Management | 1,777 | $576.2K | 0.01% | +63+3.7% | Added |
| Yarbrough Capital, LLC | 1,746 | $566.1K | 0.03% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,743 | $565.1K | 0.49% | +1,743 | New |
| Twelve Points Wealth Management LLC | 1,742 | $564.8K | 0.28% | +76+4.6% | Added |
| Northwest & Ethical Investments L.P. | 1,741 | $564.5K | 0.02% | +1,741 | New |
| Hummer Financial Advisory Services Inc | 1,733 | $561.9K | 0.57% | 00.0% | Unchanged |
| Hudock, Inc. | 1,731 | $561.5K | 0.13% | −7−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 1,727 | $559.9K | 0.01% | +37+2.2% | Added |
| Fidelis Capital Partners, LLC | 1,723 | $558.6K | 0.19% | +164+10.5% | Added |
| Global Retirement Partners, LLC | 1,718 | $558.3K | 0.03% | +10+0.6% | Added |
| Clarius Group, LLC | 1,718 | $557.0K | 0.05% | −680−28.4% | Reduced |
| American Trust | 1,715 | $556.0K | 0.04% | −550−24.3% | Reduced |
| Crane Advisory, LLC | 1,697 | $555.8K | 0.14% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 1,711 | $554.0K | 0.27% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 1,695 | $549.6K | 0.07% | −1−0.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,688 | $547.4K | 0.12% | +10+0.6% | Added |
| Northern Capital Management, Inc. | 1,688 | $547.3K | 0.51% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,685 | $546.5K | 0.00% | +1,685 | New |
| Conning Inc. | 1,675 | $543.1K | 0.02% | +45+2.8% | Added |
| AustralianSuper Pty Ltd | 1,673 | $542.4K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,673 | $542.4K | 0.09% | +1,673 | New |
| Saturna Capital CORP | 1,664 | $539.5K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,662 | $538.9K | 0.06% | +118+7.6% | Added |
| Bridgewater Associates, LP | 1,657 | $537.2K | 0.00% | +1,657 | New |
| Radnor Capital Management, LLC | 1,652 | $536.0K | 0.11% | +508+44.4% | Added |
| Empower Advisory Group, LLC | 1,637 | $530.7K | 0.00% | +944+136.2% | Added |
| National Asset Management, Inc. | 1,612 | $522.6K | 0.01% | +284+21.4% | Added |
| Freestone Capital Holdings, LLC | 1,602 | $519.4K | 0.03% | −56−3.4% | Reduced |
| Graypoint LLC | 1,586 | $514.3K | 0.05% | +114+7.7% | Added |
| Wedbush Securities Inc | 1,586 | $514.0K | 0.03% | −66−4.0% | Reduced |
| Advisor OS, LLC | 1,580 | $512.3K | 0.08% | +78+5.2% | Added |
| Perigon Wealth Management, LLC | 1,568 | $508.4K | 0.02% | −84−5.1% | Reduced |
| Sunflower Bank, N.A. | 1,549 | $502.2K | 0.12% | +9+0.6% | Added |
| La Banque Postale Asset Management SA | 1,526 | $494.8K | 0.01% | +241+18.8% | Added |
| PEAK6 Investments LLC | 1,524 | $494.0K | 0.02% | −127−7.7% | Reduced |
| Cannell Peter B & Co Inc | 1,522 | $493.5K | 0.02% | +10+0.7% | Added |
| Wrapmanager Inc | 1,511 | $489.9K | 0.16% | −95−5.9% | Reduced |
| Game Creek Capital, LP | 1,500 | $486.3K | 0.32% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,498 | $485.7K | 0.05% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,497 | $485.2K | 0.05% | +3+0.2% | 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 |
| Consolidated Portfolio Review Corp | 1,485 | $481.5K | 0.12% | +807+119.0% | Added |
| Neo Ivy Capital Management | 1,480 | $480.0K | 0.21% | +1,480 | New |
| Portside Wealth Group, LLC | 1,463 | $476.0K | 0.09% | +26+1.8% | Added |
| IFG Advisors, LLC | 1,466 | $475.3K | 0.17% | 00.0% | Unchanged |
| SRB Corp | 1,454 | $471.4K | 0.03% | +67+4.8% | Added |
| Neville Rodie & Shaw Inc | 1,450 | $470.0K | 0.04% | 00.0% | Unchanged |