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 |
|---|---|---|---|---|---|
| Weaver Consulting Group | 1,115 | $324.5K | 0.13% | 00.0% | Unchanged |
| waypoint wealth counsel | 1,117 | $325.1K | 0.28% | −4−0.4% | Reduced |
| Annandale Capital, LLC | 1,123 | $327.0K | 0.08% | −105−8.6% | Reduced |
| Gladius Capital Management LP | 1,131 | $329.1K | 0.21% | −137−10.8% | Reduced |
| O'Brien Greene & Co. Inc | 1,134 | $330.0K | 0.12% | 00.0% | Unchanged |
| BFSG, LLC | 1,138 | $331.2K | 0.05% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,140 | $331.8K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,145 | $333.2K | 0.19% | −149−11.5% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,145 | $333.2K | 0.25% | 00.0% | Unchanged |
| Forte Capital LLC | 1,152 | $335.3K | 0.05% | +300+35.2% | Added |
| Sage Mountain Advisors LLC | 1,159 | $337.3K | 0.04% | −12−1.0% | Reduced |
| Delta Investment Management, LLC | 1,160 | $337.6K | 0.08% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,162 | $338.2K | 0.02% | +175+17.7% | Added |
| Wealthsource Partners, LLC | 1,168 | $339.9K | 0.02% | −194−14.2% | Reduced |
| Mattern Capital Management, LLC | 1,170 | $340.5K | 0.05% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,185 | $344.8K | 0.10% | −59−4.7% | Reduced |
| HC Advisors, LLC | 1,199 | $348.9K | 0.20% | 00.0% | Unchanged |
| Sapient Capital LLC | 1,207 | $351.3K | 0.01% | +1,207 | New |
| Empower Advisory Group, LLC | 1,211 | $352.4K | 0.00% | −426−26.0% | Reduced |
| Allworth Financial LP | 1,225 | $356.5K | 0.00% | −25−2.0% | Reduced |
| Atlas Capital Advisors LLC | 1,231 | $358.2K | 0.05% | +275+28.8% | Added |
| Intrust Bank NA | 1,234 | $359.1K | 0.04% | −49−3.8% | Reduced |
| JFS Wealth Advisors, LLC | 1,246 | $362.6K | 0.03% | +38+3.1% | Added |
| Sym Financial Corp | 1,248 | $363.2K | 0.06% | 00.0% | Unchanged |
| RDA Financial Network | 1,251 | $364.1K | 0.14% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,254 | $364.9K | 0.03% | −14−1.1% | Reduced |
| TD Private Client Wealth LLC | 1,268 | $369.0K | 0.01% | −5,999−82.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,270 | $369.6K | 0.11% | −1−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,279 | $372.2K | 0.02% | +1,279 | New |
| Geller Advisors LLC | 1,288 | $374.8K | 0.04% | −27−2.1% | Reduced |
| Brookstone Capital Management | 1,289 | $375.1K | 0.01% | +67+5.5% | Added |
| Brevan Howard Capital Management LP | 1,293 | $376.3K | 0.04% | +1,293 | New |
| Granite Group Advisors, LLC | 1,184 | $376.5K | 0.27% | +1,184 | New |
| Graypoint LLC | 1,297 | $377.5K | 0.03% | −289−18.2% | Reduced |
| Skopos Labs, Inc. | 1,300 | $378.3K | 0.18% | +1,300 | New |
| Amplius Wealth Advisors, LLC | 1,306 | $379.9K | 0.05% | +466+55.5% | Added |
| Altfest L J & Co Inc | 1,323 | $385.0K | 0.06% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,327 | $386.2K | 0.04% | −171−11.4% | Reduced |
| Wellspring Financial Advisors, LLC | 1,328 | $386.5K | 0.10% | +175+15.2% | Added |
| Perpetual Ltd | 1,333 | $387.9K | 0.00% | −1,182−47.0% | Reduced |
| Newton One Investments LLC | 1,335 | $388.7K | 0.18% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 1,347 | $392.0K | 0.00% | +1,347 | New |
| SeaCrest Wealth Management, LLC | 1,356 | $392.7K | 0.05% | −24−1.7% | Reduced |
| West Family Investments, Inc. | 1,375 | $400.2K | 0.14% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 1,380 | $401.5K | 0.28% | +56+4.2% | Added |
| North Star Investment Management Corp. | 1,389 | $404.2K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,390 | $404.5K | 0.01% | +2+0.1% | Added |
| Legacy Capital Group California, Inc. | 1,392 | $405.2K | 0.16% | +42+3.1% | Added |
| Baldwin Investment Management, LLC | 1,400 | $407.4K | 0.06% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 1,420 | $409.0K | 0.07% | +1,420 | New |
| Avidian Wealth Solutions, LLC | 1,414 | $411.5K | 0.03% | +64+4.7% | Added |
| Fort Point Capital Partners LLC | 1,422 | $413.8K | 0.06% | +2+0.1% | Added |
| Wrapmanager Inc | 1,440 | $419.1K | 0.12% | −71−4.7% | Reduced |
| Portside Wealth Group, LLC | 1,441 | $419.4K | 0.08% | −22−1.5% | Reduced |
| Apollon Wealth Management, LLC | 1,442 | $419.7K | 0.01% | +341+31.0% | Added |
| Sandy Cove Advisors, LLC | 1,448 | $421.4K | 0.22% | +112+8.4% | Added |
| Neville Rodie & Shaw Inc | 1,450 | $422.0K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,450 | $422.0K | 0.04% | +1,450 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,451 | $422.3K | 0.00% | +1,451 | New |
| IFG Advisors, LLC | 1,466 | $426.6K | 0.13% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 1,485 | $432.2K | 0.10% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,486 | $432.5K | 0.01% | −82−5.2% | Reduced |
| Argent Trust Co | 1,491 | $433.9K | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,497 | $435.5K | 0.04% | 00.0% | Unchanged |
| Game Creek Capital, LP | 1,500 | $436.5K | 0.25% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,504 | $437.7K | 0.01% | +309+25.9% | Added |
| ING Groep NV | 1,517 | $441.5K | 0.00% | −4,241−73.7% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,520 | $442.7K | 0.22% | +1,520 | New |
| Wedbush Securities Inc | 1,549 | $451.0K | 0.02% | −37−2.3% | Reduced |
| American Trust | 1,556 | $452.8K | 0.03% | −159−9.3% | Reduced |
| Sunflower Bank, N.A. | 1,558 | $453.4K | 0.10% | +9+0.6% | Added |
| Prospera Financial Services Inc | 1,574 | $458.1K | 0.02% | −276−14.9% | Reduced |
| Gitterman Wealth Management, LLC | 1,582 | $460.6K | 0.21% | +658+71.2% | Added |
| Freestone Capital Holdings, LLC | 1,586 | $461.6K | 0.02% | −16−1.0% | Reduced |
| Desjardins Global Asset Management Inc. | 1,597 | $464.7K | 0.05% | −1,172−42.3% | Reduced |
| Clarius Group, LLC | 1,618 | $470.9K | 0.04% | −100−5.8% | Reduced |
| Act Two Investors LLC | 1,620 | $471.5K | 0.10% | +1,620 | New |
| First Business Financial Services, Inc. | 1,632 | $474.9K | 0.06% | −296−15.4% | Reduced |
| AustralianSuper Pty Ltd | 1,673 | $486.9K | 0.00% | 00.0% | Unchanged |
| Conning Inc. | 1,675 | $487.5K | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 1,684 | $490.1K | 0.05% | −11−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,684 | $490.1K | 0.04% | +599+55.2% | Added |
| Relyea Zuckerberg Hanson LLC | 1,686 | $490.8K | 0.10% | −2−0.1% | Reduced |
| Northern Capital Management, Inc. | 1,688 | $491.2K | 0.44% | 00.0% | Unchanged |
| Crane Advisory, LLC | 1,697 | $491.4K | 0.11% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 1,692 | $492.4K | 0.15% | −560−24.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,711 | $498.0K | 0.17% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,724 | $501.7K | 0.12% | +1,724 | New |
| Hudock, Inc. | 1,731 | $504.0K | 0.11% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 1,733 | $504.3K | 0.46% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 1,741 | $506.7K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,690 | $507.6K | 0.02% | −28−1.6% | Reduced |
| Yarbrough Capital, LLC | 1,746 | $508.1K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,729 | $511.0K | 0.04% | −209−10.8% | Reduced |
| Twelve Points Wealth Management LLC | 1,770 | $515.2K | 0.24% | +28+1.6% | Added |
| Advisor OS, LLC | 1,792 | $521.6K | 0.07% | +212+13.4% | Added |
| Lantz Financial LLC | 1,794 | $522.1K | 0.19% | −3−0.2% | Reduced |
| Arete Wealth Advisors, LLC | 1,794 | $522.2K | 0.04% | +121+7.2% | Added |
| Capital Investment Advisors, LLC | 1,794 | $522.2K | 0.01% | −7−0.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,804 | $525.0K | 0.02% | 00.0% | Unchanged |