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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 2,600 | $752.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,584 | $752.0K | 0.06% | −66−2.5% | Reduced |
| MAI Capital Management | 2,574 | $749.2K | 0.01% | +797+44.9% | Added |
| SRN Advisors, LLC | 2,560 | $745.0K | 0.67% | −22−0.9% | Reduced |
| Boston Private Wealth LLC | 2,559 | $744.8K | 0.02% | +314+14.0% | Added |
| Zions Bancorporation, N.A. | 2,558 | $744.4K | 0.05% | −279−9.8% | Reduced |
| HB Wealth Management, LLC | 2,546 | $741.0K | 0.01% | −214−7.8% | Reduced |
| Waterfront Wealth Inc. | 2,540 | $739.1K | 0.22% | +83+3.4% | Added |
| Dynamic Advisor Solutions LLC | 2,552 | $739.1K | 0.03% | +143+5.9% | Added |
| Bangor Savings Bank | 2,503 | $728.4K | 0.08% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,500 | $727.5K | 0.14% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,483 | $722.6K | 0.02% | +362+17.1% | Added |
| Cutler Group LP | 2,471 | $719.0K | 0.10% | −2,169−46.7% | Reduced |
| Sentry Investment Management LLC | 2,460 | $716.0K | 0.31% | +1,288+109.9% | Added |
| Covenant Partners, LLC | 2,454 | $714.2K | 0.23% | −393−13.8% | Reduced |
| Thoroughbred Financial Services, LLC | 2,451 | $713.0K | 0.06% | −60−2.4% | Reduced |
| Moneta Group Investment Advisors LLC | 2,439 | $709.7K | 0.01% | −69−2.8% | Reduced |
| Trust Point Inc. | 2,436 | $708.9K | 0.06% | +2,436 | New |
| Painted Porch Advisors LLC | 2,397 | $697.6K | 0.54% | +2,397 | New |
| FDx Advisors, Inc. | 2,367 | $689.0K | 0.05% | −477−16.8% | Reduced |
| Criterion Capital Advisors, LLC | 2,357 | $685.9K | 0.50% | +2,357 | New |
| Trust Asset Management LLC | 2,350 | $683.9K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,318 | $674.7K | 0.02% | −128−5.2% | Reduced |
| Cetera Advisors LLC | 2,309 | $672.1K | 0.01% | −109−4.5% | Reduced |
| Coastline Trust Co | 2,292 | $667.0K | 0.09% | −518−18.4% | Reduced |
| Prairie Sky Financial Group LLC | 2,285 | $665.0K | 0.43% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,279 | $663.4K | 0.08% | −36−1.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,270 | $660.6K | 0.01% | +134+6.3% | Added |
| Chicago Capital, LLC | 2,250 | $654.8K | 0.02% | −325−12.6% | Reduced |
| Western Financial Corp | 2,236 | $650.7K | 0.44% | +9+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,226 | $648.0K | 0.01% | +4+0.2% | Added |
| Joel Isaacson & Co., LLC | 2,220 | $646.1K | 0.04% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,207 | $642.3K | 0.46% | −1,728−43.9% | Reduced |
| Hills Bank & Trust Co | 2,198 | $639.7K | 0.06% | −114−4.9% | Reduced |
| Townsend & Associates, Inc | 2,070 | $629.4K | 0.08% | −29−1.4% | Reduced |
| Founders Financial Alliance, LLC | 2,160 | $628.7K | 0.24% | +2,160 | New |
| Valeo Financial Advisors, LLC | 2,156 | $627.4K | 0.03% | −275−11.3% | Reduced |
| Signaturefd, LLC | 2,149 | $625.5K | 0.01% | +38+1.8% | Added |
| SageView Advisory Group, LLC | 2,092 | $625.0K | 0.03% | +2,092 | New |
| Unique Wealth Strategies, LLC | 2,134 | $621.1K | 0.41% | +2,134 | New |
| Cigna Investments Inc | 2,133 | $621.0K | 0.13% | −43−2.0% | Reduced |
| Two Sigma Securities, LLC | 2,089 | $607.9K | 0.03% | +2,089 | New |
| Radnor Capital Management, LLC | 2,072 | $603.0K | 0.11% | +420+25.4% | Added |
| Modera Wealth Management, LLC | 2,061 | $599.8K | 0.01% | +16+0.8% | Added |
| Ridgewood Investments LLC | 2,041 | $594.0K | 0.35% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,023 | $588.7K | 0.01% | +156+8.4% | Added |
| Kathmere Capital Management, LLC | 2,014 | $586.1K | 0.08% | +595+41.9% | Added |
| Umb Bank N A | 2,010 | $585.0K | 0.01% | +40+2.0% | Added |
| Thompson Investment Management, Inc. | 2,000 | $582.0K | 0.09% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,989 | $578.8K | 0.01% | +325+19.5% | Added |
| Kestra Private Wealth Services, LLC | 1,974 | $574.5K | 0.01% | +739+59.8% | Added |
| Plante Moran Financial Advisors, LLC | 1,946 | $566.2K | 0.06% | −2−0.1% | Reduced |
| Lake Street Advisors Group, LLC | 1,944 | $565.9K | 0.03% | +1,944 | New |
| Financial Advocates Investment Management | 1,923 | $559.7K | 0.04% | +622+47.8% | Added |
| Summit Trail Advisors, LLC | 1,908 | $555.3K | 0.02% | −360−15.9% | Reduced |
| MQS Management LLC | 1,902 | $553.5K | 0.31% | −329−14.7% | Reduced |
| 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 |
| Rede Wealth, LLC | 1,898 | $552.4K | 0.26% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,882 | $547.8K | 0.01% | +580+44.5% | Added |
| KFG Wealth Management, LLC | 1,868 | $543.6K | 0.25% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,864 | $542.5K | 0.12% | +141+8.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,853 | $539.3K | 0.08% | −125−6.3% | Reduced |
| Atria Wealth Solutions, Inc. | 1,837 | $534.7K | 0.01% | +110+6.4% | Added |
| Penserra Capital Management LLC | 1,817 | $527.0K | 0.01% | −380−17.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,804 | $525.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,794 | $522.2K | 0.01% | −7−0.4% | Reduced |
| Arete Wealth Advisors, LLC | 1,794 | $522.2K | 0.04% | +121+7.2% | Added |
| Lantz Financial LLC | 1,794 | $522.1K | 0.19% | −3−0.2% | Reduced |
| Advisor OS, LLC | 1,792 | $521.6K | 0.07% | +212+13.4% | Added |
| Twelve Points Wealth Management LLC | 1,770 | $515.2K | 0.24% | +28+1.6% | Added |
| Wedmont Private Capital | 1,729 | $511.0K | 0.04% | −209−10.8% | Reduced |
| Yarbrough Capital, LLC | 1,746 | $508.1K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,690 | $507.6K | 0.02% | −28−1.6% | Reduced |
| Northwest & Ethical Investments L.P. | 1,741 | $506.7K | 0.02% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 1,733 | $504.3K | 0.46% | 00.0% | Unchanged |
| Hudock, Inc. | 1,731 | $504.0K | 0.11% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,724 | $501.7K | 0.12% | +1,724 | New |
| Lester Murray Antman dba SimplyRich | 1,711 | $498.0K | 0.17% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 1,692 | $492.4K | 0.15% | −560−24.9% | Reduced |
| Crane Advisory, LLC | 1,697 | $491.4K | 0.11% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 1,688 | $491.2K | 0.44% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,686 | $490.8K | 0.10% | −2−0.1% | Reduced |
| 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 |
| Conning Inc. | 1,675 | $487.5K | 0.02% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 1,673 | $486.9K | 0.00% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,632 | $474.9K | 0.06% | −296−15.4% | Reduced |
| Act Two Investors LLC | 1,620 | $471.5K | 0.10% | +1,620 | New |
| Clarius Group, LLC | 1,618 | $470.9K | 0.04% | −100−5.8% | Reduced |
| Desjardins Global Asset Management Inc. | 1,597 | $464.7K | 0.05% | −1,172−42.3% | Reduced |
| Freestone Capital Holdings, LLC | 1,586 | $461.6K | 0.02% | −16−1.0% | Reduced |
| Gitterman Wealth Management, LLC | 1,582 | $460.6K | 0.21% | +658+71.2% | Added |
| Prospera Financial Services Inc | 1,574 | $458.1K | 0.02% | −276−14.9% | Reduced |
| Sunflower Bank, N.A. | 1,558 | $453.4K | 0.10% | +9+0.6% | Added |
| American Trust | 1,556 | $452.8K | 0.03% | −159−9.3% | Reduced |
| Wedbush Securities Inc | 1,549 | $451.0K | 0.02% | −37−2.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 1,520 | $442.7K | 0.22% | +1,520 | New |
| ING Groep NV | 1,517 | $441.5K | 0.00% | −4,241−73.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 1,504 | $437.7K | 0.01% | +309+25.9% | Added |