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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 1,817 | $527.0K | 0.01% | −380−17.3% | Reduced |
| Atria Wealth Solutions, Inc. | 1,837 | $534.7K | 0.01% | +110+6.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,853 | $539.3K | 0.08% | −125−6.3% | Reduced |
| Fidelis Capital Partners, LLC | 1,864 | $542.5K | 0.12% | +141+8.2% | Added |
| KFG Wealth Management, LLC | 1,868 | $543.6K | 0.25% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,882 | $547.8K | 0.01% | +580+44.5% | Added |
| Rede Wealth, LLC | 1,898 | $552.4K | 0.26% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,900 | $552.9K | 0.30% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,900 | $552.9K | 0.19% | +29+1.5% | Added |
| MQS Management LLC | 1,902 | $553.5K | 0.31% | −329−14.7% | Reduced |
| Summit Trail Advisors, LLC | 1,908 | $555.3K | 0.02% | −360−15.9% | Reduced |
| Financial Advocates Investment Management | 1,923 | $559.7K | 0.04% | +622+47.8% | Added |
| Lake Street Advisors Group, LLC | 1,944 | $565.9K | 0.03% | +1,944 | New |
| Plante Moran Financial Advisors, LLC | 1,946 | $566.2K | 0.06% | −2−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 1,974 | $574.5K | 0.01% | +739+59.8% | Added |
| Saturna Capital CORP | 1,989 | $578.8K | 0.01% | +325+19.5% | Added |
| Thompson Investment Management, Inc. | 2,000 | $582.0K | 0.09% | 00.0% | Unchanged |
| Umb Bank N A | 2,010 | $585.0K | 0.01% | +40+2.0% | Added |
| Kathmere Capital Management, LLC | 2,014 | $586.1K | 0.08% | +595+41.9% | Added |
| Ballentine Partners, LLC | 2,023 | $588.7K | 0.01% | +156+8.4% | Added |
| Ridgewood Investments LLC | 2,041 | $594.0K | 0.35% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 2,061 | $599.8K | 0.01% | +16+0.8% | Added |
| Radnor Capital Management, LLC | 2,072 | $603.0K | 0.11% | +420+25.4% | Added |
| Two Sigma Securities, LLC | 2,089 | $607.9K | 0.03% | +2,089 | New |
| Cigna Investments Inc | 2,133 | $621.0K | 0.13% | −43−2.0% | Reduced |
| Unique Wealth Strategies, LLC | 2,134 | $621.1K | 0.41% | +2,134 | New |
| SageView Advisory Group, LLC | 2,092 | $625.0K | 0.03% | +2,092 | New |
| Signaturefd, LLC | 2,149 | $625.5K | 0.01% | +38+1.8% | Added |
| Valeo Financial Advisors, LLC | 2,156 | $627.4K | 0.03% | −275−11.3% | Reduced |
| Founders Financial Alliance, LLC | 2,160 | $628.7K | 0.24% | +2,160 | New |
| Townsend & Associates, Inc | 2,070 | $629.4K | 0.08% | −29−1.4% | Reduced |
| Hills Bank & Trust Co | 2,198 | $639.7K | 0.06% | −114−4.9% | Reduced |
| ISAM Funds (UK) Ltd | 2,207 | $642.3K | 0.46% | −1,728−43.9% | Reduced |
| Joel Isaacson & Co., LLC | 2,220 | $646.1K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,226 | $648.0K | 0.01% | +4+0.2% | Added |
| Western Financial Corp | 2,236 | $650.7K | 0.44% | +9+0.4% | Added |
| Chicago Capital, LLC | 2,250 | $654.8K | 0.02% | −325−12.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,270 | $660.6K | 0.01% | +134+6.3% | Added |
| FourThought Financial Partners, LLC | 2,279 | $663.4K | 0.08% | −36−1.6% | Reduced |
| Prairie Sky Financial Group LLC | 2,285 | $665.0K | 0.43% | 00.0% | Unchanged |
| Coastline Trust Co | 2,292 | $667.0K | 0.09% | −518−18.4% | Reduced |
| Cetera Advisors LLC | 2,309 | $672.1K | 0.01% | −109−4.5% | Reduced |
| Parallel Advisors, LLC | 2,318 | $674.7K | 0.02% | −128−5.2% | Reduced |
| Trust Asset Management LLC | 2,350 | $683.9K | 0.07% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 2,357 | $685.9K | 0.50% | +2,357 | New |
| FDx Advisors, Inc. | 2,367 | $689.0K | 0.05% | −477−16.8% | Reduced |
| Painted Porch Advisors LLC | 2,397 | $697.6K | 0.54% | +2,397 | New |
| Trust Point Inc. | 2,436 | $708.9K | 0.06% | +2,436 | New |
| Moneta Group Investment Advisors LLC | 2,439 | $709.7K | 0.01% | −69−2.8% | Reduced |
| Thoroughbred Financial Services, LLC | 2,451 | $713.0K | 0.06% | −60−2.4% | Reduced |
| Covenant Partners, LLC | 2,454 | $714.2K | 0.23% | −393−13.8% | Reduced |
| Sentry Investment Management LLC | 2,460 | $716.0K | 0.31% | +1,288+109.9% | Added |
| Cutler Group LP | 2,471 | $719.0K | 0.10% | −2,169−46.7% | Reduced |
| Empowered Funds, LLC | 2,483 | $722.6K | 0.02% | +362+17.1% | Added |
| Harbor Advisors LLC | 2,500 | $727.5K | 0.14% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,503 | $728.4K | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,552 | $739.1K | 0.03% | +143+5.9% | Added |
| Waterfront Wealth Inc. | 2,540 | $739.1K | 0.22% | +83+3.4% | Added |
| HB Wealth Management, LLC | 2,546 | $741.0K | 0.01% | −214−7.8% | Reduced |
| Zions Bancorporation, N.A. | 2,558 | $744.4K | 0.05% | −279−9.8% | Reduced |
| Boston Private Wealth LLC | 2,559 | $744.8K | 0.02% | +314+14.0% | Added |
| SRN Advisors, LLC | 2,560 | $745.0K | 0.67% | −22−0.9% | Reduced |
| MAI Capital Management | 2,574 | $749.2K | 0.01% | +797+44.9% | Added |
| Quadrant Capital Group LLC | 2,584 | $752.0K | 0.06% | −66−2.5% | Reduced |
| Bartlett & Co. LLC | 2,600 | $752.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 2,584 | $752.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,600 | $752.2K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,587 | $752.8K | 0.02% | −502−16.3% | Reduced |
| Connecticut Wealth Management, LLC | 2,597 | $755.8K | 0.04% | +736+39.5% | Added |
| Tyler-Stone Wealth Management | 2,619 | $762.2K | 0.38% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 2,634 | $766.5K | 0.25% | +2,634 | New |
| Checchi Capital Advisers, LLC | 2,658 | $773.5K | 0.06% | +17+0.6% | Added |
| Alera Investment Advisors, LLC | 2,667 | $776.2K | 0.10% | −2−0.1% | Reduced |
| Empirical Asset Management, LLC | 2,682 | $780.5K | 0.64% | +939+53.9% | Added |
| CAPROCK Group, Inc. | 2,687 | $782.2K | 0.05% | −249−8.5% | Reduced |
| Nilsine Partners, LLC | 2,689 | $782.6K | 0.12% | −1,462−35.2% | Reduced |
| Profund Advisors LLC | 2,698 | $785.2K | 0.03% | +376+16.2% | Added |
| Heritage Wealth Management, LLC | 2,736 | $796.2K | 0.43% | +2,736 | New |
| Auxier Asset Management | 2,742 | $798.0K | 0.13% | −105−3.7% | Reduced |
| Advisors Asset Management, Inc. | 2,751 | $800.6K | 0.02% | −245−8.2% | Reduced |
| McAdam, LLC | 2,770 | $806.1K | 0.06% | −121−4.2% | Reduced |
| Armor Investment Advisors, LLC | 2,795 | $813.4K | 0.43% | +7+0.3% | Added |
| Park Avenue Securities LLC | 2,843 | $827.0K | 0.01% | −453−13.7% | Reduced |
| NEOS Investment Management LLC | 2,844 | $827.7K | 0.08% | +614+27.5% | Added |
| PFW Advisors LLC | 2,869 | $834.9K | 0.27% | −228−7.4% | Reduced |
| Venturi Wealth Management, LLC | 2,871 | $835.6K | 0.06% | −72−2.4% | Reduced |
| Sendero Wealth Management, LLC | 2,884 | $839.3K | 0.16% | +597+26.1% | Added |
| Redwood Wealth Management Group, LLC | 2,900 | $844.0K | 0.94% | 00.0% | Unchanged |
| Old National Bancorp | 2,907 | $846.0K | 0.02% | −182−5.9% | Reduced |
| King Luther Capital Management Corp | 2,939 | $855.3K | 0.00% | −11−0.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,953 | $859.4K | 0.07% | −197−6.3% | Reduced |
| AE Wealth Management LLC | 2,852 | $861.0K | 0.00% | −88−3.0% | Reduced |
| Waldron Private Wealth LLC | 2,975 | $865.8K | 0.04% | −75−2.5% | Reduced |
| Machina Capital S.A.S. | 2,987 | $869.3K | 0.56% | −256−7.9% | Reduced |
| Grassi Investment Management | 3,000 | $873.0K | 0.09% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 3,008 | $875.4K | 0.00% | −16−0.5% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,018 | $878.3K | 0.37% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,025 | $880.3K | 0.01% | +1,698+128.0% | Added |
| Meeder Advisory Services, Inc. | 3,026 | $880.7K | 0.10% | −80−2.6% | Reduced |
| Capstone Investment Advisors, LLC | 3,029 | $881.5K | 0.02% | +3,029 | New |