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 |
|---|---|---|---|---|---|
| Signal Advisors Wealth, LLC | 749 | $218.0K | 0.08% | +749 | New |
| Oppenheimer & Co Inc | 753 | $219.1K | 0.00% | −104−12.1% | Reduced |
| Choate Investment Advisors | 753 | $219.1K | 0.01% | +22+3.0% | Added |
| Hollencrest Capital Management | 756 | $220.0K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 758 | $220.6K | 0.01% | −78−9.3% | Reduced |
| Merit Financial Group, LLC | 764 | $222.3K | 0.01% | +63+9.0% | Added |
| Ausdal Financial Partners, Inc. | 765 | $222.7K | 0.03% | −108−12.4% | Reduced |
| Heritage Trust Co | 769 | $223.8K | 0.03% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 771 | $224.4K | 0.16% | +771 | New |
| Hallmark Capital Management Inc | 777 | $226.1K | 0.02% | 00.0% | Unchanged |
| LMCG Investments, LLC | 778 | $226.4K | 0.01% | +778 | New |
| Cedar Brook Financial Partners, LLC | 769 | $229.6K | 0.05% | −107−12.2% | Reduced |
| Inspire Advisors, LLC | 795 | $231.4K | 0.03% | 00.0% | Unchanged |
| Connors Investor Services Inc | 800 | $233.0K | 0.03% | 00.0% | Unchanged |
| Port Capital LLC | 800 | $233.0K | 0.01% | +73+10.0% | Added |
| Systematic Portfolios LLC | 805 | $234.3K | 0.71% | +805 | New |
| StrategIQ Financial Group, LLC | 806 | $234.6K | 0.03% | −1−0.1% | Reduced |
| McLean Asset Management Corp | 812 | $235.2K | 0.09% | −27−3.2% | Reduced |
| FirstPurpose Wealth LLC | 815 | $237.2K | 0.09% | −5−0.6% | Reduced |
| River Wealth Advisors LLC | 815 | $237.2K | 0.04% | +110+15.6% | Added |
| SRS Capital Advisors, Inc. | 815 | $237.2K | 0.03% | +289+54.9% | Added |
| Everhart Financial Group, Inc. | 826 | $240.4K | 0.09% | −50−5.7% | Reduced |
| Paloma Partners Management Co | 828 | $241.0K | 0.04% | +828 | New |
| Venture Visionary Partners LLC | 833 | $242.5K | 0.01% | +65+8.5% | Added |
| PDS Planning, Inc | 834 | $242.7K | 0.03% | −7−0.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 847 | $246.0K | 0.00% | +847 | New |
| Waterloo Capital, L.P. | 847 | $246.5K | 0.04% | +847 | New |
| 180 Wealth Advisors, LLC | 857 | $246.8K | 0.05% | +202+30.8% | Added |
| Hemenway Trust Co LLC | 850 | $247.4K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 853 | $248.2K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 853 | $248.2K | 0.05% | 00.0% | Unchanged |
| Navellier & Associates Inc | 855 | $248.8K | 0.04% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 859 | $250.0K | 0.04% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 863 | $251.2K | 0.10% | +205+31.2% | Added |
| Fayez Sarofim & Co | 807 | $252.2K | 0.00% | −684−45.9% | Reduced |
| Principal Securities, Inc. | 868 | $252.6K | 0.01% | +868 | New |
| Hancock Whitney Corp | 869 | $252.9K | 0.01% | −150−14.7% | Reduced |
| Exchange Bank | 869 | $252.9K | 0.22% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 870 | $253.2K | 0.07% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 874 | $254.4K | 0.27% | +874 | New |
| TRUE Private Wealth Advisors | 876 | $255.1K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 881 | $256.4K | 0.01% | −9−1.0% | Reduced |
| Smith Group Asset Management, LLC | 882 | $256.7K | 0.01% | +882 | New |
| Catalytic Wealth RIA, LLC | 882 | $256.7K | 0.12% | +882 | New |
| Allstate Corp | 883 | $257.0K | 0.02% | −77−8.0% | Reduced |
| Retirement Planning Group | 889 | $258.8K | 0.02% | +3+0.3% | Added |
| Park National Corp | 891 | $259.3K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 896 | $260.8K | 0.01% | +3+0.3% | Added |
| Hilltop Holdings Inc. | 896 | $260.8K | 0.03% | −13−1.4% | Reduced |
| Paradigm Asset Management Co LLC | 900 | $261.9K | 0.07% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 900 | $261.9K | 0.03% | +50+5.9% | Added |
| Westbourne Investment Advisors, Inc. | 900 | $262.0K | 0.10% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 904 | $263.1K | 0.01% | +904 | New |
| Aspen Grove Capital, LLC | 907 | $263.4K | 0.08% | −16−1.7% | Reduced |
| Old Mission Investment Co LLC | 905 | $263.4K | 0.09% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 905 | $263.4K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 906 | $263.7K | 0.02% | +63+7.5% | Added |
| Mainstay Capital Management LLC | 915 | $266.3K | 0.05% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 919 | $267.4K | 0.08% | 00.0% | Unchanged |
| Sabal Trust CO | 920 | $267.7K | 0.02% | −26−2.7% | Reduced |
| Asset Dedication, LLC | 929 | $271.0K | 0.02% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 933 | $271.5K | 0.20% | −340−26.7% | Reduced |
| Belpointe Asset Management LLC | 956 | $278.2K | 0.02% | +72+8.1% | Added |
| EverSource Wealth Advisors, LLC | 959 | $279.2K | 0.03% | +50+5.5% | Added |
| Evernest Financial Advisors, LLC | 960 | $279.4K | 0.14% | +960 | New |
| Smith Chas P & Associates Pa Cpas | 965 | $281.0K | 0.02% | −35−3.5% | Reduced |
| Gunn & Co Investment Management, Inc. | 965 | $281.0K | 0.02% | +965 | New |
| V-Square Quantitative Management LLC | 967 | $281.4K | 0.07% | 00.0% | Unchanged |
| Smith, Moore & Co. | 968 | $281.7K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 974 | $283.5K | 0.02% | 00.0% | Unchanged |
| Kidder Stephen W | 975 | $283.7K | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 978 | $284.5K | 0.04% | −29−2.9% | Reduced |
| Essex Financial Services, Inc. | 983 | $286.1K | 0.03% | +43+4.6% | Added |
| Symmetry Investments LP | 984 | $286.4K | 0.05% | +984 | New |
| Cannell Peter B & Co Inc | 997 | $290.1K | 0.01% | −525−34.5% | Reduced |
| First National Bank of Omaha | 999 | $290.7K | 0.02% | −100−9.1% | Reduced |
| Optimum Investment Advisors | 1,000 | $291.0K | 0.15% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,000 | $291.0K | 0.25% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,011 | $294.2K | 0.06% | −22−2.1% | Reduced |
| Legacy Financial Advisors, Inc. | 1,012 | $294.6K | 0.06% | −135−11.8% | Reduced |
| Mayflower Financial Advisors, LLC | 1,014 | $295.1K | 0.04% | +14+1.4% | Added |
| Main Street Research LLC | 1,022 | $297.4K | 0.02% | −65,113−98.5% | Reduced |
| J. W. Coons Advisors, LLC | 1,022 | $297.4K | 0.08% | 00.0% | Unchanged |
| Inceptionr LLC | 1,024 | $298.0K | 0.21% | +1,024 | New |
| KMG Fiduciary Partners, LLC | 1,025 | $298.3K | 0.03% | −4−0.4% | Reduced |
| CWA Asset Management Group, LLC | 1,025 | $298.3K | 0.02% | +42+4.3% | Added |
| National Asset Management, Inc. | 1,029 | $299.3K | 0.01% | −583−36.2% | Reduced |
| WMS Partners, LLC | 1,029 | $299.5K | 0.02% | −818−44.3% | Reduced |
| MPS Loria Financial Planners, LLC | 1,030 | $299.8K | 0.11% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 1,042 | $303.2K | 0.11% | +66+6.8% | Added |
| LVW Advisors, LLC | 1,045 | $304.1K | 0.06% | +13+1.3% | Added |
| Heritage Wealth Advisors | 1,053 | $306.4K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,054 | $306.7K | 0.02% | −35−3.2% | Reduced |
| IHT Wealth Management, LLC | 1,057 | $307.5K | 0.01% | −58−5.2% | Reduced |
| Ameritas Advisory Services, LLC | 1,019 | $307.7K | 0.02% | +1,019 | New |
| Forum Financial Management, LP | 1,065 | $309.9K | 0.01% | +7+0.7% | Added |
| Essex LLC | 1,078 | $313.7K | 0.08% | +379+54.2% | Added |
| Catalyst Financial Partners LLC | 1,079 | $314.0K | 0.09% | +47+4.6% | Added |
| Pearl River Capital, LLC | 1,094 | $318.4K | 0.05% | −4,779−81.4% | Reduced |
| Bowen Hanes & Co Inc | 1,110 | $323.0K | 0.01% | 00.0% | Unchanged |