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
- 1,067
- +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 | 1,266 | $60.6B |
| Q4 2025 | 1,289 | $66.7B |
| Q3 2025 | 1,255 | $66.3B |
| Q2 2025 | 1,233 | $69.3B |
| Q1 2025 | 1,276 | $77.1B |
| Q4 2024 | 1,196 | $69.1B |
| Q3 2024 | 1,149 | $66.1B |
| Q2 2024 | 1,111 | $55.4B |
| Q1 2024 | 1,087 | $57.4B |
| Q4 2023 | 1,067 | $49.8B |
| Q3 2023 | 1,049 | $56.4B |
| Q2 2023 | 1,025 | $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 |
|---|---|---|---|---|---|
| Financial Freedom, LLC | 492 | $143.1K | 0.09% | 00.0% | Unchanged |
| NBC Securities, Inc. | 450 | $130.0K | 0.01% | −10−2.2% | Reduced |
| IFP Advisors, Inc | 445 | $129.5K | 0.01% | −371−45.5% | Reduced |
| Point72 Europe (London) LLP | 445 | $129.5K | 0.02% | +445 | New |
| Spire Wealth Management | 415 | $129.3K | 0.00% | −118−22.1% | Reduced |
| 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 |
| West Tower Group, LLC | 423 | $123.1K | 0.25% | +152+56.1% | Added |
| Magellan Asset Management Ltd | 422 | $122.8K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 408 | $118.7K | 0.05% | +408 | New |
| Trust Co of Vermont | 403 | $117.3K | 0.01% | −6−1.5% | Reduced |
| Hexagon Capital Partners LLC | 400 | $116.4K | 0.03% | +57+16.6% | Added |
| Salem Investment Counselors Inc | 397 | $115.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 394 | $114.7K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 390 | $114.0K | 0.06% | 00.0% | Unchanged |
| American National Bank | 381 | $110.9K | 0.02% | −35−8.4% | Reduced |
| GAMMA Investing LLC | 369 | $110.1K | 0.03% | +369 | New |
| Farther Finance Advisors, LLC | 362 | $105.4K | 0.01% | +179+97.8% | Added |
| Quarry LP | 339 | $98.7K | 0.05% | +339 | New |
| Johnson Financial Group, Inc. | 335 | $97.5K | 0.01% | +113+50.9% | Added |
| CVA Family Office, LLC | 334 | $97.2K | 0.02% | +334 | New |
| One River Asset Management, LLC | 327 | $95.2K | 0.03% | +327 | New |
| First Horizon Advisors, Inc. | 327 | $95.2K | 0.00% | −33−9.2% | Reduced |
| Geneos Wealth Management Inc. | 304 | $88.5K | 0.00% | −37−10.9% | Reduced |
| Versant Capital Management, Inc | 302 | $87.9K | 0.03% | +4+1.3% | Added |
| Washington Trust Co | 300 | $87.3K | 0.00% | −39−11.5% | Reduced |
| Proequities, Inc. | 300 | $87.2K | 0.01% | −460−60.5% | Reduced |
| Grove Bank & Trust | 292 | $85.0K | 0.02% | −13−4.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 275 | $80.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 258 | $75.1K | 0.00% | +12+4.9% | Added |
| Headlands Technologies LLC | 238 | $69.3K | 0.02% | +117+96.7% | Added |
| Cambridge Trust Co | 232 | $67.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 209 | $66.1K | 0.00% | −4−1.9% | Reduced |
| Global Financial Private Client, LLC | 222 | $64.6K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 218 | $63.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 216 | $62.9K | 0.01% | −14−6.1% | Reduced |
| Rosenberg Matthew Hamilton | 201 | $58.5K | 0.02% | +13+6.9% | Added |
| Resurgent Financial Advisors LLC | 193 | $56.2K | 0.03% | +1+0.5% | Added |
| Neo Ivy Capital Management | 183 | $53.0K | 0.12% | −1,297−87.6% | Reduced |
| State of Wyoming | 179 | $52.1K | 0.01% | +90+101.1% | Added |
| Orion Capital Management LLC | 176 | $51.2K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 168 | $48.9K | 0.00% | −5,552−97.1% | Reduced |
| Jackson Square Partners, LLC | 162 | $47.1K | 0.00% | −90−35.7% | Reduced |
| Silicon Valley Capital Partners | 161 | $46.7K | 0.01% | +1+0.6% | Added |
| AdvisorNet Financial, Inc | 160 | $46.6K | 0.00% | +2+1.3% | Added |
| First United Bank Trust | 150 | $43.7K | 0.02% | +150 | New |
| Turtle Creek Wealth Advisors, LLC | 149 | $43.4K | 0.01% | +149 | New |
| Farmers & Merchants Investments Inc | 146 | $42.5K | 0.00% | −1−0.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 145 | $42.2K | 0.02% | +145 | New |
| Grayhawk Investment Strategies Inc. | 142 | $41.3K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 138 | $40.2K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 140 | $40.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 147 | $39.6K | 0.01% | +147 | New |
| Sugarloaf Wealth Management, LLC | 136 | $39.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 136 | $39.6K | 0.04% | +136 | New |
| 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 |
| Core Alternative Capital | 116 | $33.8K | 0.01% | −87−42.9% | Reduced |
| Baystate Wealth Management LLC | 108 | $31.6K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 106 | $30.8K | 0.03% | +106 | New |
| Planning Capital Management Corp | 104 | $30.3K | 0.02% | +104 | New |
| Bell Investment Advisors, Inc | 102 | $29.7K | 0.01% | −13−11.3% | Reduced |
| Canada Pension Plan Investment Board | 101 | $29.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 84 | $27.2K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 88 | $26.0K | 0.00% | +5+6.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 86 | $25.3K | 0.00% | +77+855.6% | Added |
| BKM Wealth Management, LLC | 85 | $24.7K | 0.01% | +85 | New |
| Carolinas Wealth Consulting LLC | 83 | $24.2K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 80 | $23.3K | 0.00% | +80 | New |
| GW&K Investment Management, LLC | 78 | $23.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 78 | $23.0K | 0.02% | +1+1.3% | Added |
| Louisbourg Investments Inc. | 77 | $22.4K | 0.01% | +77 | New |
| SOA Wealth Advisors, LLC. | 74 | $21.5K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 73 | $21.3K | 0.00% | +73 | New |
| RFP Financial Group LLC | 73 | $21.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $21.0K | 0.00% | +35+87.5% | Added |
| Mendota Financial Group, LLC | 70 | $20.4K | 0.02% | −30−30.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 70 | $20.4K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 67 | $19.5K | 0.01% | +67 | New |
| Jones Financial Companies LLLP | 64 | $18.6K | 0.00% | +28+77.8% | Added |
| Union Savings Bank | 64 | $18.6K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 61 | $17.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 59 | $17.0K | 0.00% | −6−9.2% | Reduced |
| St Germain D J Co Inc | 57 | $16.6K | 0.00% | +57 | New |
| Sit Investment Associates Inc | 54 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 53 | $15.4K | 0.01% | +53 | New |
| Clean Yield Group | 51 | $14.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 51 | $14.8K | 0.00% | +18+54.5% | Added |
| Financial Management Professionals, Inc. | 47 | $14.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 48 | $14.0K | 0.01% | +48 | New |
| Aspect Partners, LLC | 45 | $13.1K | 0.01% | +45 | New |
| Cranbrook Wealth Management, LLC | 43 | $12.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 43 | $12.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 43 | $12.5K | 0.00% | +1+2.4% | Added |
| McIlrath & Eck, LLC | 42 | $12.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 41 | $11.9K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 38 | $11.1K | 0.01% | +38 | New |
| GPS Wealth Strategies Group, LLC | 37 | $10.9K | 0.00% | −200−84.4% | Reduced |
| Abound Wealth Management | 36 | $10.5K | 0.00% | −3−7.7% | Reduced |
| Quent Capital, LLC | 36 | $10.5K | 0.00% | +10+38.5% | Added |