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 |
|---|---|---|---|---|---|
| Gunn & Co Investment Management, Inc. | 965 | $281.0K | 0.02% | +965 | New |
| Evernest Financial Advisors, LLC | 960 | $279.4K | 0.14% | +960 | New |
| EverSource Wealth Advisors, LLC | 959 | $279.2K | 0.03% | +50+5.5% | Added |
| Belpointe Asset Management LLC | 956 | $278.2K | 0.02% | +72+8.1% | Added |
| First National Bank of Hutchinson | 933 | $271.5K | 0.20% | −340−26.7% | Reduced |
| Asset Dedication, LLC | 929 | $271.0K | 0.02% | 00.0% | Unchanged |
| Sabal Trust CO | 920 | $267.7K | 0.02% | −26−2.7% | Reduced |
| Pioneer Trust Bank N A | 919 | $267.4K | 0.08% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 915 | $266.3K | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 906 | $263.7K | 0.02% | +63+7.5% | Added |
| Cobblestone Capital Advisors LLC | 905 | $263.4K | 0.02% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 907 | $263.4K | 0.08% | −16−1.7% | Reduced |
| Old Mission Investment Co LLC | 905 | $263.4K | 0.09% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 904 | $263.1K | 0.01% | +904 | New |
| Westbourne Investment Advisors, Inc. | 900 | $262.0K | 0.10% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 900 | $261.9K | 0.07% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 900 | $261.9K | 0.03% | +50+5.9% | Added |
| Hilltop Holdings Inc. | 896 | $260.8K | 0.03% | −13−1.4% | Reduced |
| FineMark National Bank & Trust | 896 | $260.8K | 0.01% | +3+0.3% | Added |
| Park National Corp | 891 | $259.3K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Group | 889 | $258.8K | 0.02% | +3+0.3% | Added |
| Allstate Corp | 883 | $257.0K | 0.02% | −77−8.0% | Reduced |
| Smith Group Asset Management, LLC | 882 | $256.7K | 0.01% | +882 | New |
| Catalytic Wealth RIA, LLC | 882 | $256.7K | 0.12% | +882 | New |
| Central Trust Co | 881 | $256.4K | 0.01% | −9−1.0% | Reduced |
| TRUE Private Wealth Advisors | 876 | $255.1K | 0.03% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 874 | $254.4K | 0.27% | +874 | New |
| Greenspring Advisors, LLC | 870 | $253.2K | 0.07% | 00.0% | Unchanged |
| Exchange Bank | 869 | $252.9K | 0.22% | 00.0% | Unchanged |
| Hancock Whitney Corp | 869 | $252.9K | 0.01% | −150−14.7% | Reduced |
| Principal Securities, Inc. | 868 | $252.6K | 0.01% | +868 | New |
| Fayez Sarofim & Co | 807 | $252.2K | 0.00% | −684−45.9% | Reduced |
| Wealthstream Advisors, Inc. | 863 | $251.2K | 0.10% | +205+31.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 859 | $250.0K | 0.04% | 00.0% | Unchanged |
| Navellier & Associates Inc | 855 | $248.8K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 853 | $248.2K | 0.05% | 00.0% | Unchanged |
| Welch & Forbes LLC | 853 | $248.2K | 0.00% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 850 | $247.4K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 857 | $246.8K | 0.05% | +202+30.8% | Added |
| Waterloo Capital, L.P. | 847 | $246.5K | 0.04% | +847 | New |
| Benjamin F. Edwards & Company, Inc. | 847 | $246.0K | 0.00% | +847 | New |
| PDS Planning, Inc | 834 | $242.7K | 0.03% | −7−0.8% | Reduced |
| Venture Visionary Partners LLC | 833 | $242.5K | 0.01% | +65+8.5% | Added |
| Paloma Partners Management Co | 828 | $241.0K | 0.04% | +828 | New |
| Everhart Financial Group, Inc. | 826 | $240.4K | 0.09% | −50−5.7% | Reduced |
| SRS Capital Advisors, Inc. | 815 | $237.2K | 0.03% | +289+54.9% | Added |
| River Wealth Advisors LLC | 815 | $237.2K | 0.04% | +110+15.6% | Added |
| FirstPurpose Wealth LLC | 815 | $237.2K | 0.09% | −5−0.6% | Reduced |
| McLean Asset Management Corp | 812 | $235.2K | 0.09% | −27−3.2% | Reduced |
| StrategIQ Financial Group, LLC | 806 | $234.6K | 0.03% | −1−0.1% | Reduced |
| Systematic Portfolios LLC | 805 | $234.3K | 0.71% | +805 | New |
| Connors Investor Services Inc | 800 | $233.0K | 0.03% | 00.0% | Unchanged |
| Port Capital LLC | 800 | $233.0K | 0.01% | +73+10.0% | Added |
| Inspire Advisors, LLC | 795 | $231.4K | 0.03% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 769 | $229.6K | 0.05% | −107−12.2% | Reduced |
| LMCG Investments, LLC | 778 | $226.4K | 0.01% | +778 | New |
| Hallmark Capital Management Inc | 777 | $226.1K | 0.02% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 771 | $224.4K | 0.16% | +771 | New |
| Heritage Trust Co | 769 | $223.8K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 765 | $222.7K | 0.03% | −108−12.4% | Reduced |
| Merit Financial Group, LLC | 764 | $222.3K | 0.01% | +63+9.0% | Added |
| Independent Advisor Alliance | 758 | $220.6K | 0.01% | −78−9.3% | Reduced |
| Hollencrest Capital Management | 756 | $220.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 753 | $219.1K | 0.00% | −104−12.1% | Reduced |
| Choate Investment Advisors | 753 | $219.1K | 0.01% | +22+3.0% | Added |
| Signal Advisors Wealth, LLC | 749 | $218.0K | 0.08% | +749 | New |
| New Capital Management LP | 741 | $215.7K | 0.07% | 00.0% | Unchanged |
| Csenge Advisory Group | 740 | $215.4K | 0.01% | +21+2.9% | Added |
| Putnam Investments LLC | 739 | $215.1K | 0.00% | 00.0% | Unchanged |
| Channel Wealth LLC | 736 | $214.2K | 0.10% | −170−18.8% | Reduced |
| DFPG Investments, LLC | 735 | $213.8K | 0.02% | −155−17.4% | Reduced |
| True North Advisors, LLC | 729 | $212.2K | 0.05% | +2+0.3% | Added |
| Acorn Creek Capital LLC | 729 | $212.1K | 0.09% | +729 | New |
| Aaron Wealth Advisors | 718 | $209.0K | 0.03% | −55−7.1% | Reduced |
| Cornerstone Wealth Group, LLC | 716 | $208.4K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 712 | $207.0K | 0.00% | +33+4.9% | Added |
| Clifford Group, LLC | 710 | $206.7K | 0.19% | −21−2.9% | Reduced |
| Scientech Research LLC | 709 | $206.3K | 0.21% | +709 | New |
| Aptus Capital Advisors, LLC | 705 | $205.2K | 0.01% | −55−7.2% | Reduced |
| Donaldson Capital Management, LLC | 701 | $204.1K | 0.01% | −184−20.8% | Reduced |
| Marathon Capital Management | 700 | $203.7K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 693 | $201.7K | 0.01% | +42+6.5% | Added |
| Avantax Advisory Services, Inc. | 691 | $201.0K | 0.00% | +17+2.5% | Added |
| REAP Financial Group, LLC | 667 | $194.2K | 0.06% | +667 | New |
| Dougherty Wealth Advisers LLC | 659 | $191.8K | 0.18% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 634 | $184.5K | 0.02% | +20+3.3% | Added |
| J.Safra Asset Management Corp | 618 | $179.8K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 610 | $177.5K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 607 | $176.6K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 543 | $176.0K | 0.00% | +93+20.7% | Added |
| Alta Advisers Ltd | 600 | $174.6K | 0.09% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 600 | $174.6K | 0.07% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 600 | $174.6K | 0.21% | +600 | New |
| Massmutual Trust Co FSB | 574 | $167.0K | 0.01% | −16−2.7% | Reduced |
| Capital Analysts, LLC | 570 | $166.0K | 0.01% | +1+0.2% | Added |
| Carolina Wealth Advisors, LLC | 532 | $154.8K | 0.08% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 526 | $153.1K | 0.03% | −520−49.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 522 | $151.9K | 0.07% | −4−0.8% | Reduced |
| Addison Advisors LLC | 500 | $145.5K | 0.06% | 00.0% | Unchanged |
| Smithfield Trust Co | 498 | $144.0K | 0.01% | 00.0% | Unchanged |