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 |
|---|---|---|---|---|---|
| Fort Point Capital Partners LLC | 1,420 | $460.4K | 0.07% | +55+4.0% | Added |
| Kathmere Capital Management, LLC | 1,419 | $460.1K | 0.07% | +79+5.9% | Added |
| Baldwin Investment Management, LLC | 1,400 | $453.9K | 0.08% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,389 | $450.3K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,388 | $450.2K | 0.02% | +605+77.3% | Added |
| Pinnacle Associates Ltd | 1,388 | $450.0K | 0.01% | +603+76.8% | Added |
| SeaCrest Wealth Management, LLC | 1,380 | $447.4K | 0.06% | −48−3.4% | Reduced |
| West Family Investments, Inc. | 1,375 | $445.8K | 0.16% | −25−1.8% | Reduced |
| Wealthsource Partners, LLC | 1,362 | $441.6K | 0.03% | +7+0.5% | Added |
| Avidian Wealth Solutions, LLC | 1,350 | $437.8K | 0.03% | −2−0.1% | Reduced |
| Legacy Capital Group California, Inc. | 1,350 | $437.8K | 0.19% | +7+0.5% | Added |
| Sandy Cove Advisors, LLC | 1,336 | $433.0K | 0.25% | +68+5.4% | Added |
| Newton One Investments LLC | 1,335 | $433.0K | 0.26% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,327 | $430.2K | 0.00% | +1,327 | New |
| Arrowroot Family Office, LLC | 1,324 | $429.2K | 0.34% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 1,323 | $429.0K | 0.07% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,315 | $426.3K | 0.05% | +57+4.5% | Added |
| Equitable Holdings, Inc. | 1,302 | $422.1K | 0.01% | −167−11.4% | Reduced |
| Financial Advocates Investment Management | 1,301 | $421.8K | 0.03% | +46+3.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,294 | $419.5K | 0.01% | +42+3.4% | Added |
| Deseret Mutual Benefit Administrators | 1,294 | $419.5K | 0.21% | +71+5.8% | Added |
| Intrust Bank NA | 1,283 | $416.0K | 0.05% | −30−2.3% | Reduced |
| Horizon Investments, LLC | 1,276 | $412.9K | 0.01% | −127−9.1% | Reduced |
| First National Bank of Hutchinson | 1,273 | $412.7K | 0.31% | +16+1.3% | Added |
| Newman Dignan & Sheerar, Inc. | 1,271 | $412.1K | 0.14% | +1+0.1% | Added |
| Gladius Capital Management LP | 1,268 | $411.1K | 0.12% | −406−24.3% | Reduced |
| Americana Partners, LLC | 1,268 | $411.1K | 0.04% | +7+0.6% | Added |
| RDA Financial Network | 1,251 | $405.6K | 0.18% | 00.0% | Unchanged |
| Allworth Financial LP | 1,250 | $405.2K | 0.00% | −148−10.6% | Reduced |
| Sym Financial Corp | 1,248 | $404.6K | 0.07% | +248+24.8% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,244 | $403.3K | 0.52% | +1,244 | New |
| Legacy Capital Wealth Partners, LLC | 1,244 | $403.2K | 0.11% | +365+41.5% | Added |
| Kestra Private Wealth Services, LLC | 1,235 | $400.4K | 0.01% | +1,235 | New |
| Bessemer Securities LLC | 1,235 | $400.0K | 0.55% | −839−40.5% | Reduced |
| Annandale Capital, LLC | 1,228 | $398.0K | 0.12% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,208 | $391.7K | 0.04% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,222 | $389.9K | 0.01% | +32+2.7% | Added |
| HC Advisors, LLC | 1,199 | $388.7K | 0.23% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,195 | $387.5K | 0.01% | −5−0.4% | Reduced |
| Sentry Investment Management LLC | 1,172 | $380.0K | 0.18% | −284−19.5% | Reduced |
| Sage Mountain Advisors LLC | 1,171 | $379.7K | 0.05% | +80+7.3% | Added |
| Arcus Capital Partners, LLC | 1,171 | $379.5K | 0.12% | +31+2.7% | Added |
| Mattern Capital Management, LLC | 1,170 | $379.3K | 0.06% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 1,161 | $376.4K | 0.10% | −26−2.2% | Reduced |
| Delta Investment Management, LLC | 1,160 | $376.1K | 0.10% | +196+20.3% | Added |
| Wellspring Financial Advisors, LLC | 1,153 | $373.8K | 0.11% | +324+39.1% | Added |
| Legacy Financial Advisors, Inc. | 1,147 | $371.9K | 0.07% | +76+7.1% | Added |
| Obsidian Personal Planning Solutions LLC | 1,145 | $371.2K | 0.32% | +87+8.2% | Added |
| Norris Perne & French LLP | 1,140 | $369.6K | 0.03% | +70+6.5% | Added |
| BFSG, LLC | 1,138 | $369.0K | 0.06% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,138 | $368.9K | 0.09% | −131−10.3% | Reduced |
| O'Brien Greene & Co. Inc | 1,134 | $367.7K | 0.13% | 00.0% | Unchanged |
| waypoint wealth counsel | 1,121 | $363.5K | 0.34% | −162−12.6% | Reduced |
| Weaver Consulting Group | 1,115 | $361.5K | 0.16% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,115 | $361.4K | 0.02% | +246+28.3% | Added |
| Bowen Hanes & Co Inc | 1,110 | $359.9K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 1,103 | $357.6K | 0.04% | −244−18.1% | Reduced |
| Apollon Wealth Management, LLC | 1,101 | $357.0K | 0.02% | −535−32.7% | Reduced |
| First National Bank of Omaha | 1,099 | $356.3K | 0.02% | −362−24.8% | Reduced |
| Advisory Research Inc | 1,098 | $356.0K | 0.05% | +33+3.1% | Added |
| Ellevest, Inc. | 1,089 | $353.1K | 0.03% | −29−2.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,085 | $351.8K | 0.04% | +1,085 | New |
| Group One Trading, L.P. | 1,076 | $348.9K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,058 | $343.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,053 | $341.4K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,046 | $339.1K | 0.08% | +546+109.2% | Added |
| Abacus Planning Group, Inc. | 1,033 | $334.9K | 0.08% | +22+2.2% | Added |
| LVW Advisors, LLC | 1,032 | $334.6K | 0.07% | +176+20.6% | Added |
| Catalyst Financial Partners LLC | 1,032 | $334.6K | 0.11% | +51+5.2% | Added |
| NorthRock Partners, LLC | 1,032 | $334.6K | 0.03% | +309+42.7% | Added |
| MPS Loria Financial Planners, LLC | 1,030 | $333.9K | 0.13% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 1,029 | $333.6K | 0.04% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,022 | $331.4K | 0.10% | 00.0% | Unchanged |
| Hancock Whitney Corp | 1,019 | $330.4K | 0.01% | −9−0.9% | Reduced |
| Proficio Capital Partners LLC | 1,007 | $326.6K | 0.04% | +59+6.2% | Added |
| Mayflower Financial Advisors, LLC | 1,000 | $324.2K | 0.05% | −65−6.1% | Reduced |
| Optimum Investment Advisors | 1,000 | $324.2K | 0.17% | 00.0% | Unchanged |
| Belmont Capital, LLC | 1,000 | $324.2K | 0.18% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,000 | $324.2K | 0.32% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 1,000 | $324.2K | 0.24% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 1,000 | $324.0K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 987 | $320.0K | 0.02% | +66+7.2% | Added |
| CWA Asset Management Group, LLC | 983 | $318.7K | 0.02% | +50+5.4% | Added |
| Trust Co of Oklahoma | 976 | $316.4K | 0.13% | −37−3.7% | Reduced |
| Kidder Stephen W | 975 | $316.1K | 0.11% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 974 | $315.8K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 968 | $313.8K | 0.04% | +4+0.4% | Added |
| V-Square Quantitative Management LLC | 967 | $313.5K | 0.14% | +595+159.9% | Added |
| Allstate Corp | 960 | $311.3K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 956 | $310.0K | 0.05% | 00.0% | Unchanged |
| Sabal Trust CO | 946 | $306.7K | 0.02% | +26+2.8% | Added |
| Essex Financial Services, Inc. | 940 | $304.8K | 0.04% | +4+0.4% | Added |
| Asset Dedication, LLC | 929 | $303.0K | 0.03% | +19+2.1% | Added |
| Gitterman Wealth Management, LLC | 924 | $299.7K | 0.14% | −785−45.9% | Reduced |
| Aspen Grove Capital, LLC | 923 | $299.3K | 0.11% | −3,160−77.4% | Reduced |
| Pioneer Trust Bank N A | 919 | $298.0K | 0.10% | 00.0% | Unchanged |
| ASB Consultores, LLC | 918 | $297.6K | 0.12% | −616−40.2% | Reduced |
| Mainstay Capital Management LLC | 915 | $296.7K | 0.06% | 00.0% | Unchanged |
| DFPG Investments, LLC | 890 | $295.3K | 0.03% | −168−15.9% | Reduced |
| Hilltop Holdings Inc. | 909 | $294.7K | 0.04% | +28+3.2% | Added |