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, Q4 2023
Institutional positions in Aon plc as of Dec 31, 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
- 1,066
- +35 vs. Q3 2023
- Shares held
- 171.3M
- −2.61M (−1.5%) vs. Q3 2023
- Total value
- $49.8B
- −$6.57B (−11.6%) vs. Q3 2023
- New holders
- 123
- 341 more added
- Sold out
- 88
- 403 more reduced
17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,265 | $60.6B |
| Q4 2025 | 1,288 | $66.7B |
| Q3 2025 | 1,254 | $66.3B |
| Q2 2025 | 1,232 | $69.3B |
| Q1 2025 | 1,275 | $77.1B |
| Q4 2024 | 1,195 | $69.1B |
| Q3 2024 | 1,148 | $66.1B |
| Q2 2024 | 1,110 | $55.4B |
| Q1 2024 | 1,086 | $57.4B |
| Q4 2023 | 1,066 | $49.8B |
| Q3 2023 | 1,048 | $56.4B |
| Q2 2023 | 1,024 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 86 | $25.3K | 0.00% | +77+855.6% | Added |
| Loomis Sayles & Co L P | 88 | $26.0K | 0.00% | +5+6.0% | Added |
| ZRC Wealth Management, LLC | 84 | $27.2K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 101 | $29.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $29.7K | 0.01% | −13−11.3% | Reduced |
| Planning Capital Management Corp | 104 | $30.3K | 0.02% | +104 | New |
| Frazier Financial Advisors, LLC | 106 | $30.8K | 0.03% | +106 | New |
| Baystate Wealth Management LLC | 108 | $31.6K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 116 | $33.8K | 0.01% | −87−42.9% | Reduced |
| Mascoma Wealth Management LLC | 122 | $35.5K | 0.01% | −54−30.7% | Reduced |
| Eagle Bay Advisors LLC | 122 | $35.5K | 0.02% | −12−9.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 136 | $39.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 136 | $39.6K | 0.04% | +136 | New |
| Smartleaf Asset Management LLC | 147 | $39.6K | 0.01% | +147 | New |
| Coston, McIsaac & Partners | 140 | $40.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 138 | $40.2K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 142 | $41.3K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 145 | $42.2K | 0.02% | +145 | New |
| Farmers & Merchants Investments Inc | 146 | $42.5K | 0.00% | −1−0.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 149 | $43.4K | 0.01% | +149 | New |
| First United Bank Trust | 150 | $43.7K | 0.02% | +150 | New |
| AdvisorNet Financial, Inc | 160 | $46.6K | 0.00% | +2+1.3% | Added |
| Silicon Valley Capital Partners | 161 | $46.7K | 0.01% | +1+0.6% | Added |
| Jackson Square Partners, LLC | 162 | $47.1K | 0.00% | −90−35.7% | Reduced |
| Exchange Traded Concepts, LLC | 168 | $48.9K | 0.00% | −5,552−97.1% | Reduced |
| Orion Capital Management LLC | 176 | $51.2K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 179 | $52.1K | 0.01% | +90+101.1% | Added |
| Neo Ivy Capital Management | 183 | $53.0K | 0.12% | −1,297−87.6% | Reduced |
| Resurgent Financial Advisors LLC | 193 | $56.2K | 0.03% | +1+0.5% | Added |
| Rosenberg Matthew Hamilton | 201 | $58.5K | 0.02% | +13+6.9% | Added |
| Oakworth Capital, Inc. | 216 | $62.9K | 0.01% | −14−6.1% | Reduced |
| ORG Partners LLC | 218 | $63.4K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 222 | $64.6K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 209 | $66.1K | 0.00% | −4−1.9% | Reduced |
| Cambridge Trust Co | 232 | $67.5K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 238 | $69.3K | 0.02% | +117+96.7% | Added |
| Harbour Investments, Inc. | 258 | $75.1K | 0.00% | +12+4.9% | Added |
| Cassady Schiller Wealth Management, LLC | 275 | $80.0K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 292 | $85.0K | 0.02% | −13−4.3% | Reduced |
| Proequities, Inc. | 300 | $87.2K | 0.01% | −460−60.5% | Reduced |
| Washington Trust Co | 300 | $87.3K | 0.00% | −39−11.5% | Reduced |
| Versant Capital Management, Inc | 302 | $87.9K | 0.03% | +4+1.3% | Added |
| Geneos Wealth Management Inc. | 304 | $88.5K | 0.00% | −37−10.9% | Reduced |
| First Horizon Advisors, Inc. | 327 | $95.2K | 0.00% | −33−9.2% | Reduced |
| One River Asset Management, LLC | 327 | $95.2K | 0.03% | +327 | New |
| CVA Family Office, LLC | 334 | $97.2K | 0.02% | +334 | New |
| Johnson Financial Group, Inc. | 335 | $97.5K | 0.01% | +113+50.9% | Added |
| Quarry LP | 339 | $98.7K | 0.05% | +339 | New |
| Farther Finance Advisors, LLC | 362 | $105.4K | 0.01% | +179+97.8% | Added |
| GAMMA Investing LLC | 369 | $110.1K | 0.03% | +369 | New |
| American National Bank | 381 | $110.9K | 0.02% | −35−8.4% | Reduced |
| Horizon Bancorp Inc | 390 | $114.0K | 0.06% | 00.0% | Unchanged |
| Bank of New Hampshire | 394 | $114.7K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 397 | $115.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 400 | $116.4K | 0.03% | +57+16.6% | Added |
| Trust Co of Vermont | 403 | $117.3K | 0.01% | −6−1.5% | Reduced |
| Morton Brown Family Wealth, LLC | 408 | $118.7K | 0.05% | +408 | New |
| Magellan Asset Management Ltd | 422 | $122.8K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 423 | $123.1K | 0.25% | +152+56.1% | Added |
| Arlington Trust Co LLC | 426 | $124.0K | 0.03% | −8,988−95.5% | Reduced |
| West Paces Advisors Inc. | 426 | $124.0K | 0.03% | +45+11.8% | Added |
| Spire Wealth Management | 415 | $129.3K | 0.00% | −118−22.1% | Reduced |
| IFP Advisors, Inc | 445 | $129.5K | 0.01% | −371−45.5% | Reduced |
| Point72 Europe (London) LLP | 445 | $129.5K | 0.02% | +445 | New |
| NBC Securities, Inc. | 450 | $130.0K | 0.01% | −10−2.2% | Reduced |
| Financial Freedom, LLC | 492 | $143.1K | 0.09% | 00.0% | Unchanged |
| Smithfield Trust Co | 498 | $144.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 500 | $145.5K | 0.06% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 522 | $151.9K | 0.07% | −4−0.8% | Reduced |
| Prestige Wealth Management Group LLC | 526 | $153.1K | 0.03% | −520−49.7% | Reduced |
| Carolina Wealth Advisors, LLC | 532 | $154.8K | 0.08% | 00.0% | Unchanged |
| Capital Analysts, LLC | 570 | $166.0K | 0.01% | +1+0.2% | Added |
| Massmutual Trust Co FSB | 574 | $167.0K | 0.01% | −16−2.7% | Reduced |
| Alta Advisers Ltd | 600 | $174.6K | 0.09% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 600 | $174.6K | 0.07% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 600 | $174.6K | 0.21% | +600 | New |
| Ronald Blue Trust, Inc. | 543 | $176.0K | 0.00% | +93+20.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 607 | $176.6K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Advisors | 610 | $177.5K | 0.02% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 618 | $179.8K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 634 | $184.5K | 0.02% | +20+3.3% | Added |
| Dougherty Wealth Advisers LLC | 659 | $191.8K | 0.18% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 667 | $194.2K | 0.06% | +667 | New |
| Avantax Advisory Services, Inc. | 691 | $201.0K | 0.00% | +17+2.5% | Added |
| Moors & Cabot, Inc. | 693 | $201.7K | 0.01% | +42+6.5% | Added |
| Marathon Capital Management | 700 | $203.7K | 0.05% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 701 | $204.1K | 0.01% | −184−20.8% | Reduced |
| Aptus Capital Advisors, LLC | 705 | $205.2K | 0.01% | −55−7.2% | Reduced |
| Scientech Research LLC | 709 | $206.3K | 0.21% | +709 | New |
| Clifford Group, LLC | 710 | $206.7K | 0.19% | −21−2.9% | Reduced |
| Ci Investments Inc. | 712 | $207.0K | 0.00% | +33+4.9% | Added |
| Cornerstone Wealth Group, LLC | 716 | $208.4K | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 718 | $209.0K | 0.03% | −55−7.1% | Reduced |
| Acorn Creek Capital LLC | 729 | $212.1K | 0.09% | +729 | New |
| True North Advisors, LLC | 729 | $212.2K | 0.05% | +2+0.3% | Added |
| DFPG Investments, LLC | 735 | $213.8K | 0.02% | −155−17.4% | Reduced |
| Channel Wealth LLC | 736 | $214.2K | 0.10% | −170−18.8% | Reduced |
| Putnam Investments LLC | 739 | $215.1K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 740 | $215.4K | 0.01% | +21+2.9% | Added |
| New Capital Management LP | 741 | $215.7K | 0.07% | 00.0% | Unchanged |