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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 909 | $294.7K | 0.03% | −8−0.9% | Reduced |
| Channel Wealth LLC | 906 | $293.7K | 0.16% | +163+21.9% | Added |
| Cobblestone Capital Advisors LLC | 905 | $293.4K | 0.02% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 905 | $293.4K | 0.11% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 900 | $292.0K | 0.13% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 900 | $291.8K | 0.08% | 00.0% | Unchanged |
| Bishop Rock Capital, L.P. | 896 | $290.5K | 1.19% | −1,123−55.6% | Reduced |
| FineMark National Bank & Trust | 893 | $289.5K | 0.01% | +200+28.9% | Added |
| Park National Corp | 891 | $288.9K | 0.01% | −21−2.3% | Reduced |
| Central Trust Co | 890 | $288.6K | 0.01% | +112+14.4% | Added |
| Retirement Planning Group | 886 | $287.4K | 0.03% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 885 | $286.9K | 0.01% | −56−6.0% | Reduced |
| Belpointe Asset Management LLC | 884 | $286.7K | 0.03% | +884 | New |
| TRUE Private Wealth Advisors | 876 | $284.2K | 0.04% | +8+0.9% | Added |
| Cedar Brook Financial Partners, LLC | 876 | $284.0K | 0.07% | +51+6.2% | Added |
| Everhart Financial Group, Inc. | 876 | $284.0K | 0.12% | +70+8.7% | Added |
| Ausdal Financial Partners, Inc. | 873 | $283.1K | 0.04% | +107+14.0% | Added |
| Greenspring Advisors, LLC | 870 | $282.1K | 0.09% | 00.0% | Unchanged |
| Exchange Bank | 869 | $281.7K | 0.27% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 859 | $278.5K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 857 | $277.9K | 0.01% | −62−6.7% | Reduced |
| Navellier & Associates Inc | 855 | $277.2K | 0.05% | +855 | New |
| Center for Financial Planning, Inc. | 853 | $276.6K | 0.06% | 00.0% | Unchanged |
| Welch & Forbes LLC | 853 | $276.6K | 0.00% | +40+4.9% | Added |
| Forte Capital LLC | 852 | $276.2K | 0.04% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 850 | $275.6K | 0.03% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 850 | $275.6K | 0.04% | +850 | New |
| J.W. Cole Advisors, Inc. | 843 | $273.2K | 0.02% | −9−1.1% | Reduced |
| McLean Asset Management Corp | 839 | $273.1K | 0.11% | 00.0% | Unchanged |
| PDS Planning, Inc | 841 | $272.7K | 0.04% | +25+3.1% | Added |
| Amplius Wealth Advisors, LLC | 840 | $272.2K | 0.04% | −274−24.6% | Reduced |
| Independent Advisor Alliance | 836 | $271.1K | 0.01% | +46+5.8% | Added |
| KCM Investment Advisors LLC | 826 | $267.8K | 0.01% | −1,500−64.5% | Reduced |
| FirstPurpose Wealth LLC | 820 | $265.9K | 0.11% | +20+2.5% | Added |
| IFP Advisors, Inc | 816 | $264.6K | 0.01% | +20+2.5% | Added |
| Vise Technologies, Inc. | 813 | $263.6K | 0.06% | +813 | New |
| StrategIQ Financial Group, LLC | 807 | $261.6K | 0.03% | +1+0.1% | Added |
| Connors Investor Services Inc | 800 | $259.0K | 0.03% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 795 | $257.8K | 0.05% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 777 | $251.9K | 0.02% | +36+4.9% | Added |
| Aaron Wealth Advisors | 773 | $250.6K | 0.03% | −10−1.3% | Reduced |
| Heritage Trust Co | 769 | $249.3K | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 768 | $249.0K | 0.02% | −106−12.1% | Reduced |
| Comerica Securities,inc. | 760 | $246.4K | 0.02% | −25−3.2% | Reduced |
| Aptus Capital Advisors, LLC | 760 | $246.4K | 0.01% | +760 | New |
| Proequities, Inc. | 760 | $246.3K | 0.02% | −948−55.5% | Reduced |
| Hollencrest Capital Management | 756 | $245.1K | 0.03% | 00.0% | Unchanged |
| Colony Group LLC | 754 | $244.0K | 0.00% | −22−2.8% | Reduced |
| Maripau Wealth Management LLC | 749 | $242.8K | 0.22% | +749 | New |
| Stratos Wealth Advisors, LLC | 745 | $241.8K | 0.02% | +745 | New |
| New Capital Management LP | 741 | $240.3K | 0.08% | +741 | New |
| Evergreen Capital Management LLC | 739 | $239.6K | 0.01% | +20+2.8% | Added |
| Putnam Investments LLC | 739 | $239.6K | 0.00% | −10−1.3% | Reduced |
| Clifford Group, LLC | 731 | $237.0K | 0.26% | +46+6.7% | Added |
| Choate Investment Advisors | 731 | $237.0K | 0.01% | +731 | New |
| Port Capital LLC | 727 | $236.0K | 0.01% | −38−5.0% | Reduced |
| True North Advisors, LLC | 727 | $235.7K | 0.07% | 00.0% | Unchanged |
| Csenge Advisory Group | 719 | $233.1K | 0.02% | −340−32.1% | Reduced |
| High Note Wealth, LLC | 718 | $232.8K | 0.10% | +718 | New |
| Cornerstone Wealth Group, LLC | 716 | $232.2K | 0.04% | +6+0.8% | Added |
| D'Orazio & Associates, Inc. | 714 | $231.5K | 0.05% | +714 | New |
| Jump Financial, LLC | 713 | $231.2K | 0.01% | +713 | New |
| Keel Point, LLC | 707 | $229.3K | 0.03% | +12+1.7% | Added |
| River Wealth Advisors LLC | 705 | $228.6K | 0.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 703 | $227.9K | 0.04% | −1,009−58.9% | Reduced |
| Merit Financial Group, LLC | 701 | $227.3K | 0.01% | −424−37.7% | Reduced |
| Henshaw Capital LLC | 701 | $227.1K | 0.01% | 00.0% | Unchanged |
| Marathon Capital Management | 700 | $227.0K | 0.06% | 00.0% | Unchanged |
| Essex LLC | 699 | $226.6K | 0.06% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 685 | $222.1K | 0.09% | −1−0.1% | Reduced |
| Ci Investments Inc. | 679 | $220.0K | 0.00% | +22+3.3% | Added |
| Carr Financial Group Corp | 676 | $218.5K | 0.09% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 674 | $218.4K | 0.00% | +47+7.5% | Added |
| Congress Wealth Management LLC | 670 | $217.3K | 0.00% | −177−20.9% | Reduced |
| Woodard & Co Asset Management Group Inc | 670 | $217.2K | 0.07% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 668 | $216.6K | 0.03% | +7+1.1% | Added |
| Integrated Advisors Network LLC | 665 | $215.5K | 0.01% | +32+5.1% | Added |
| Flputnam Investment Management Co | 664 | $215.3K | 0.01% | −6−0.9% | Reduced |
| Dougherty Wealth Advisers LLC | 659 | $213.7K | 0.25% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 658 | $213.4K | 0.11% | +658 | New |
| Kolinsky Wealth Management, LLC | 658 | $213.3K | 0.21% | −7−1.1% | Reduced |
| 180 Wealth Advisors, LLC | 655 | $212.4K | 0.05% | +26+4.1% | Added |
| Moors & Cabot, Inc. | 651 | $211.1K | 0.01% | +651 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 645 | $209.1K | 0.03% | −25−3.7% | Reduced |
| Gilbert & Cook, Inc. | 645 | $209.1K | 0.03% | +52+8.8% | Added |
| Sciencast Management LP | 645 | $209.1K | 0.09% | +645 | New |
| Mill Creek Capital Advisors, LLC | 637 | $206.5K | 0.01% | −136−17.6% | Reduced |
| Brighton Jones LLC | 632 | $205.1K | 0.01% | +632 | New |
| Verus Capital Partners, LLC | 630 | $204.3K | 0.03% | −25−3.8% | Reduced |
| Waddell & Associates, LLC | 629 | $203.9K | 0.03% | +629 | New |
| Gateway Advisory, LLC | 628 | $203.6K | 0.04% | +26+4.3% | Added |
| Axxcess Wealth Management, LLC | 622 | $201.7K | 0.01% | +3+0.5% | Added |
| J.Safra Asset Management Corp | 618 | $200.4K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 614 | $199.1K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 610 | $197.8K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 607 | $196.8K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $194.5K | 0.11% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 600 | $194.5K | 0.08% | +280+87.5% | Added |
| Massmutual Trust Co FSB | 590 | $191.3K | 0.01% | +87+17.3% | Added |
| Capital Analysts, LLC | 569 | $185.0K | 0.01% | 00.0% | Unchanged |