Aon plc

AON

Exchange: NYSE
Industry: Insurance Agents, Brokers & Service
SEC CIK: 0000315293

SEC filings (opens in a new tab)

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.

Institutional holdersQ4 2023: 1,067 institutions

Value heldQ4 2023: $49.8B

Institutions holding AON and their total value by quarter
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.

Institutions holding AON in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
MCF Advisors LLC	35	$10.2K	0.00%	+25+250.0%	Added
Pacifica Partners Inc.	31	$10.0K	0.00%	00.0%	Unchanged
Tennessee Valley Asset Management Partners	34	$9.99K	0.00%	+34	New
Raffa Wealth Management, LLC	34	$9.89K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	33	$9.60K	0.00%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	33	$9.60K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	32	$9.31K	0.01%	+32	New
Albion Financial Group	31	$9.02K	0.00%	+26+520.0%	Added
Operose Advisors LLC	30	$8.73K	0.00%	−272−90.1%	Reduced
GoalVest Advisory LLC	30	$8.73K	0.00%	−76−71.7%	Reduced
JNBA Financial Advisors	25	$7.28K	0.00%	−16−39.0%	Reduced
Byrne Asset Management LLC	–	$7.25K	0.01%	–	–
Focused Wealth Management, Inc	24	$6.98K	0.00%	+24	New
Glen Eagle Advisors, LLC	23	$6.69K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	19	$6.16K	0.01%	+19	New
Acima Private Wealth, LLC	21	$6.11K	0.00%	00.0%	Unchanged
Long Island Wealth Management, Inc.	21	$6.00K	0.00%	+21	New
DT Investment Partners, LLC	20	$5.98K	0.00%	00.0%	Unchanged
Coppell Advisory Solutions LLC	20	$5.82K	0.00%	+20	New
Washington Trust Advisors, Inc.	19	$5.53K	0.00%	−22−53.7%	Reduced
Laffer Tengler Investments	19	$5.53K	0.00%	+19	New
Raleigh Capital Management Inc.	19	$5.53K	0.00%	+19	New
Fairman Group, LLC	19	$5.53K	0.01%	+19	New
Sofos Investments, Inc.	17	$5.30K	0.00%	−4−19.0%	Reduced
Rocky Mountain Advisers, LLC	16	$4.66K	0.00%	00.0%	Unchanged
PFS Partners, LLC	15	$4.37K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	15	$4.37K	0.00%	00.0%	Unchanged
LGT Financial Advisors LLC	15	$4.37K	0.01%	00.0%	Unchanged
POM Investment Strategies, LLC	15	$4.37K	0.00%	+15	New
First Pacific Financial	14	$4.08K	0.00%	+14	New
Wetzel Investment Advisors, Inc.	15	$4.00K	0.00%	+15	New
Dunhill Financial, LLC	13	$3.85K	0.00%	+13	New
Atlantic Edge Private Wealth Management, LLC	13	$3.78K	0.00%	+13	New
Oliver Lagore Vanvalin Investment Group	13	$3.78K	0.00%	00.0%	Unchanged
TFC Financial Management	11	$3.21K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	11	$3.20K	0.00%	+11	New
Frank, Rimerman Advisors LLC	11	$3.20K	0.00%	+11	New
Avion Wealth	10	$3.00K	0.00%	+2+25.0%	Added
HighMark Wealth Management LLC	10	$2.92K	0.00%	−1−9.1%	Reduced
DiNuzzo Private Wealth, Inc.	10	$2.91K	0.00%	+10	New
Colonial Trust Co	9	$2.72K	0.00%	−2−18.2%	Reduced
SJS Investment Consulting Inc.	9	$2.62K	0.00%	00.0%	Unchanged
Gradient Investments LLC	9	$2.62K	0.00%	00.0%	Unchanged
New Millennium Group LLC	9	$2.62K	0.00%	00.0%	Unchanged
Semmax Financial Advisors Inc.	8	$2.51K	0.00%	+8	New
Country Trust Bank	8	$2.33K	0.00%	00.0%	Unchanged
Kiely Wealth Advisory Group, Inc.	7	$2.09K	0.00%	+7	New
Globeflex Capital L P	7	$2.04K	0.00%	00.0%	Unchanged
Sunbelt Securities, Inc.	7	$2.04K	0.00%	00.0%	Unchanged
Motco	6	$1.75K	0.00%	−40−87.0%	Reduced
Beacon Capital Management, LLC	5	$1.62K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	5	$1.46K	0.00%	00.0%	Unchanged
EdgeRock Capital LLC	4	$1.17K	0.00%	+4	New
Wolff Wiese Magana LLC	4	$1.17K	0.00%	00.0%	Unchanged
Castleview Partners, LLC	4	$1.16K	0.00%	−1−20.0%	Reduced
Highline Wealth Partners LLC	4	$1.16K	0.00%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	3	$873	0.00%	+1+50.0%	Added
PEAK6 Investments LLC	2	$639	0.00%	−1,522−99.9%	Reduced
Evermay Wealth Management LLC	2	$583	0.00%	+2	New
Perkins Coie Trust Co	2	$582	0.00%	−7−77.8%	Reduced
Provence Wealth Management Group	2	$582	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	2	$582	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	2	$579	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	1	$301	0.00%	−2−66.7%	Reduced
Cornerstone Planning Group LLC	1	$291	0.00%	00.0%	Unchanged
Clear Street Markets LLC	1	$0	0.00%	+1	New
Transamerica Financial Advisors, Inc.	1	–	–	00.0%	Unchanged
Farallon Capital Management, L.L.C.	0	$0	0.00%	−665,661−100.0%	Sold out
Permian Investment Partners, LP	0	$0	0.00%	−303,700−100.0%	Sold out
Trinity Street Asset Management LLP	0	$0	0.00%	−56,225−100.0%	Sold out
Segall Bryant & Hamill, LLC	0	$0	0.00%	−49,591−100.0%	Sold out
Railway Pension Investments Ltd	0	$0	0.00%	−45,800−100.0%	Sold out
Oribel Capital Management, LP	0	$0	0.00%	−27,900−100.0%	Sold out
Aperture Investors, LLC	0	$0	0.00%	−19,971−100.0%	Sold out
William Blair Investment Management, LLC	0	$0	0.00%	−17,201−100.0%	Sold out
Kickstand Ventures, LLC.	0	$0	0.00%	−14,444−100.0%	Sold out
Teza Capital Management LLC	0	$0	0.00%	−9,678−100.0%	Sold out
George Kaiser Family Foundation	0	$0	0.00%	−7,537−100.0%	Sold out
Dark Forest Capital Management LP	0	$0	0.00%	−5,965−100.0%	Sold out
Retireful, LLC	0	$0	0.00%	−5,583−100.0%	Sold out
XTX Topco Ltd	0	$0	0.00%	−4,857−100.0%	Sold out
Two Sigma Investments, LP	0	$0	0.00%	−4,500−100.0%	Sold out
Steel Peak Wealth Management LLC	0	$0	0.00%	−3,986−100.0%	Sold out
CTC Alternative Strategies, Ltd.	0	$0	0.00%	−3,900−100.0%	Sold out
Fox Run Management, L.L.C.	0	$0	0.00%	−3,688−100.0%	Sold out
Symmetry Partners, LLC	0	$0	0.00%	−3,534−100.0%	Sold out
Calamos Wealth Management LLC	0	$0	0.00%	−3,524−100.0%	Sold out
TrimTabs Asset Management, LLC	0	$0	0.00%	−3,117−100.0%	Sold out
DRW Securities, LLC	0	$0	0.00%	−2,900−100.0%	Sold out
Edgestream Partners, L.P.	0	$0	0.00%	−2,603−100.0%	Sold out
Roundview Capital LLC	0	$0	0.00%	−2,596−100.0%	Sold out
Moody National Bank Trust Division	0	$0	0.00%	−2,307−100.0%	Sold out
SkyView Investment Advisors, LLC	0	$0	0.00%	−2,305−100.0%	Sold out
Toews Corp	0	$0	0.00%	−2,300−100.0%	Sold out
Mutual Advisors, LLC	0	$0	0.00%	−1,780−100.0%	Sold out
Fisher Asset Management, LLC	0	$0	0.00%	−1,685−100.0%	Sold out
Stokes Family Office, LLC	0	$0	0.00%	−1,662−100.0%	Sold out
La Banque Postale Asset Management SA	0	$0	0.00%	−1,526−100.0%	Sold out
Great Valley Advisor Group, Inc.	0	$0	0.00%	−1,388−100.0%	Sold out
Wilbanks Smith & Thomas Asset Management LLC	0	$0	0.00%	−1,294−100.0%	Sold out