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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 3,037 | $883.8K | 0.19% | 00.0% | Unchanged |
| Balentine LLC | 3,038 | $884.1K | 0.03% | −230−7.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,073 | $894.3K | 0.29% | +29+1.0% | Added |
| Ameritas Investment Partners, Inc. | 3,079 | $896.1K | 0.03% | −115−3.6% | Reduced |
| Horizon Investments, LLC | 3,110 | $903.2K | 0.03% | +1,834+143.7% | Added |
| Marble Harbor Investment Counsel, LLC | 3,125 | $909.4K | 0.11% | 00.0% | Unchanged |
| Vestor Capital, LLC | 3,138 | $913.0K | 0.09% | −4−0.1% | Reduced |
| Bridgefront Capital, LLC | 3,232 | $940.6K | 0.71% | +3,232 | New |
| Raymond James Trust N.A. | 3,262 | $949.3K | 0.03% | −679−17.2% | Reduced |
| Buckingham Strategic Partners | 3,300 | $960.5K | 0.05% | +1,189+56.3% | Added |
| Strategic Global Advisors, LLC | 3,324 | $967.4K | 0.22% | −2,174−39.5% | Reduced |
| Lido Advisors, LLC | 3,349 | $974.8K | 0.01% | +128+4.0% | Added |
| DoubleLine ETF Adviser LP | 3,356 | $976.7K | 0.28% | +232+7.4% | Added |
| Private Trust Co NA | 3,374 | $981.8K | 0.12% | −3−0.1% | Reduced |
| Syon Capital LLC | 3,402 | $990.0K | 0.10% | +703+26.0% | Added |
| LGT Group Foundation | 3,425 | $990.9K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 3,408 | $991.8K | 0.14% | +3,408 | New |
| ABN AMRO Bank N.V. | 3,402 | $994.8K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 3,447 | $1.00M | 0.07% | −62−1.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,453 | $1.00M | 0.11% | −306−8.1% | Reduced |
| Balyasny Asset Management LLC | 3,496 | $1.02M | 0.00% | −35,513−91.0% | Reduced |
| First American Bank | 3,540 | $1.03M | 0.09% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 3,599 | $1.05M | 0.03% | −182−4.8% | Reduced |
| Cubic Asset Management, LLC | 3,607 | $1.05M | 0.27% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,637 | $1.06M | 0.01% | −31−0.8% | Reduced |
| Mather Group, LLC. | 3,641 | $1.06M | 0.02% | −38−1.0% | Reduced |
| Banque Cantonale Vaudoise | 3,638 | $1.06M | 0.05% | −550−13.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,707 | $1.08M | 0.25% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,726 | $1.08M | 0.02% | +357+10.6% | Added |
| Dakota Wealth Management | 3,741 | $1.09M | 0.04% | +62+1.7% | Added |
| Good Life Advisors, LLC | 3,750 | $1.09M | 0.11% | +750+25.0% | Added |
| NorthRock Partners, LLC | 3,755 | $1.09M | 0.05% | +2,723+263.9% | Added |
| AXS Investments LLC | 3,803 | $1.11M | 0.27% | +66+1.8% | Added |
| Fortis Capital Management LLC | 3,834 | $1.12M | 0.29% | +400+11.6% | Added |
| Jefferies Financial Group Inc. | 3,856 | $1.12M | 0.02% | −1,055−21.5% | Reduced |
| Pitcairn Co | 3,882 | $1.13M | 0.08% | −17−0.4% | Reduced |
| Blue Chip Partners, Inc. | 3,884 | $1.13M | 0.12% | +7+0.2% | Added |
| Lindbrook Capital, LLC | 3,895 | $1.13M | 0.11% | +64+1.7% | Added |
| Veriti Management LLC | 3,923 | $1.14M | 0.10% | −330−7.8% | Reduced |
| 1832 Asset Management L.P. | 3,978 | $1.16M | 0.00% | −8,873−69.0% | Reduced |
| Lakeview Capital Partners, LLC | 3,982 | $1.16M | 0.21% | +695+21.1% | Added |
| Chicago Trust Co NA | 4,016 | $1.17M | 0.26% | −154−3.7% | Reduced |
| Eqis Capital Management, Inc. | 4,036 | $1.17M | 0.10% | +132+3.4% | Added |
| Nomura Holdings Inc | 4,046 | $1.18M | 0.01% | +4,046 | New |
| Gryphon Financial Partners LLC | 4,127 | $1.18M | 0.21% | +2,989+262.7% | Added |
| Ellis Investment Partners, LLC | 4,070 | $1.18M | 0.28% | 00.0% | Unchanged |
| RBF Capital, LLC | 4,100 | $1.19M | 0.07% | 00.0% | Unchanged |
| NBT Bank N A | 4,105 | $1.19M | 0.09% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 4,125 | $1.20M | 0.36% | +4,125 | New |
| HighPoint Advisor Group LLC | 3,693 | $1.21M | 0.09% | +3,693 | New |
| Accredited Investors Inc. | 4,200 | $1.22M | 0.09% | 00.0% | Unchanged |
| Qtron Investments LLC | 4,202 | $1.22M | 0.20% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,241 | $1.23M | 0.07% | −37−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 4,252 | $1.24M | 0.02% | +773+22.2% | Added |
| Schechter Investment Advisors, LLC | 4,265 | $1.24M | 0.11% | −1,034−19.5% | Reduced |
| United Capital Financial Advisers, LLC | 4,284 | $1.25M | 0.01% | +1,134+36.0% | Added |
| Advisory Services Network, LLC | 4,302 | $1.25M | 0.03% | +2,503+139.1% | Added |
| Tokio Marine Asset Management Co Ltd | 4,318 | $1.26M | 0.07% | +125+3.0% | Added |
| Personal Cfo Solutions, LLC | 4,342 | $1.26M | 0.22% | −2,144−33.1% | Reduced |
| Greenleaf Trust | 4,369 | $1.27M | 0.01% | −24−0.5% | Reduced |
| First Trust Investment Solutions L.P. | 4,375 | $1.27M | 0.27% | +4,375 | New |
| Arrowstreet Capital, Limited Partnership | 4,427 | $1.29M | 0.00% | −1,049−19.2% | Reduced |
| Connable Office Inc | 4,426 | $1.29M | 0.16% | −116−2.6% | Reduced |
| Ritholtz Wealth Management | 4,486 | $1.31M | 0.05% | −3,662−44.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,541 | $1.32M | 0.05% | +10.0% | Added |
| Whittier Trust Co | 4,551 | $1.32M | 0.02% | −15−0.3% | Reduced |
| Ontario Teachers Pension Plan Board | 4,556 | $1.33M | 0.01% | +873+23.7% | Added |
| Parkside Financial Bank & Trust | 4,575 | $1.33M | 0.24% | −20.0% | Reduced |
| Enterprise Financial Services Corp | 4,618 | $1.34M | 0.82% | −110−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 4,625 | $1.35M | 0.02% | −637−12.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 4,663 | $1.36M | 0.26% | +2,295+96.9% | Added |
| Investment Management Corp of Ontario | 4,696 | $1.37M | 0.03% | +4,696 | New |
| Oxford Financial Group Ltd | 4,754 | $1.38M | 0.10% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 4,793 | $1.39M | 0.22% | −74−1.5% | Reduced |
| Garrison Bradford & Associates Inc | 4,800 | $1.40M | 1.54% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,816 | $1.40M | 0.04% | +1,208+33.5% | Added |
| Wetherby Asset Management Inc | 4,817 | $1.40M | 0.07% | −85−1.7% | Reduced |
| Nicolet Bankshares Inc | 4,867 | $1.42M | 0.38% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 4,874 | $1.42M | 0.01% | +725+17.5% | Added |
| Boothbay Fund Management, LLC | 4,879 | $1.42M | 0.05% | −1,321−21.3% | Reduced |
| Cohen Klingenstein LLC | 5,000 | $1.46M | 0.06% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,017 | $1.46M | 0.36% | +5,017 | New |
| Atria Investments LLC | 5,077 | $1.48M | 0.02% | −214−4.0% | Reduced |
| Romano Brothers and Company | 5,159 | $1.50M | 0.22% | −100−1.9% | Reduced |
| WoodTrust Financial Corp | 5,160 | $1.50M | 0.26% | +85+1.7% | Added |
| Pekin Hardy Strauss, Inc. | 5,171 | $1.50M | 0.23% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 5,197 | $1.51M | 0.06% | +5,197 | New |
| Lecap Asset Management Ltd | 5,237 | $1.52M | 0.55% | +5,237 | New |
| Larson Financial Group LLC | 5,238 | $1.52M | 0.13% | −206−3.8% | Reduced |
| Logan Capital Management Inc | 5,257 | $1.53M | 0.07% | +309+6.2% | Added |
| Exencial Wealth Advisors, LLC | 5,271 | $1.53M | 0.06% | +263+5.3% | Added |
| Welch Group, LLC | 5,272 | $1.53M | 0.08% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5,309 | $1.55M | 0.18% | −77−1.4% | Reduced |
| Jensen Investment Management Inc | 5,340 | $1.55M | 0.01% | +110+2.1% | Added |
| Sciencast Management LP | 5,343 | $1.55M | 0.85% | +4,698+728.4% | Added |
| Bokf, NA | 5,361 | $1.56M | 0.03% | −1,157−17.8% | Reduced |
| Greenwood Gearhart Inc | 5,379 | $1.57M | 0.17% | −48,032−89.9% | Reduced |
| Guggenheim Capital LLC | 5,390 | $1.57M | 0.01% | −489−8.3% | Reduced |
| Coldstream Capital Management Inc | 5,409 | $1.57M | 0.04% | +1,670+44.7% | Added |
| Goelzer Investment Management, Inc. | 5,445 | $1.58M | 0.10% | +124+2.3% | Added |