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, Q1 2024
Institutional positions in Aon plc as of Mar 31, 2024. 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
- 1,086
- +35 vs. Q4 2023
- Shares held
- 172.0M
- +784.0K (+0.5%) vs. Q4 2023
- Total value
- $57.4B
- +$7.55B (+15.2%) vs. Q4 2023
- New holders
- 133
- 358 more added
- Sold out
- 98
- 415 more reduced
15 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 79 | $26.0K | 0.00% | +20+33.9% | Added |
| ZRC Wealth Management, LLC | 84 | $28.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 87 | $29.0K | 0.00% | +87 | New |
| Louisbourg Investments Inc. | 93 | $31.0K | 0.01% | +16+20.8% | Added |
| SJS Investment Consulting Inc. | 94 | $31.4K | 0.01% | +85+944.4% | Added |
| Carolinas Wealth Consulting LLC | 99 | $33.0K | 0.01% | +16+19.3% | Added |
| Bell Investment Advisors, Inc | 99 | $33.0K | 0.01% | −3−2.9% | Reduced |
| Planning Capital Management Corp | 104 | $34.7K | 0.03% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 106 | $35.4K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 110 | $36.7K | 0.03% | −26−19.1% | Reduced |
| Mascoma Wealth Management LLC | 111 | $37.0K | 0.01% | −11−9.0% | Reduced |
| Rise Advisors, LLC | 111 | $37.0K | 0.02% | +111 | New |
| Cambridge Trust Co | 124 | $41.4K | 0.00% | −108−46.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 136 | $45.4K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 140 | $46.0K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 138 | $46.1K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 142 | $47.4K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 144 | $48.1K | 0.00% | −2−1.4% | Reduced |
| Eagle Bay Advisors LLC | 149 | $49.7K | 0.03% | +27+22.1% | Added |
| First United Bank Trust | 150 | $50.1K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 150 | $50.1K | 0.02% | +150 | New |
| Hilltop National Bank | 154 | $51.4K | 0.02% | +154 | New |
| Silicon Valley Capital Partners | 161 | $53.7K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 171 | $57.1K | 0.00% | −164−49.0% | Reduced |
| Orion Capital Management LLC | 176 | $58.7K | 0.03% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 178 | $59.4K | 0.06% | +178 | New |
| AdvisorNet Financial, Inc | 179 | $59.7K | 0.01% | +19+11.9% | Added |
| DSM Capital Partners LLC | 181 | $60.4K | 0.00% | −12,584−98.6% | Reduced |
| Hollencrest Capital Management | 185 | $61.7K | 0.00% | −571−75.5% | Reduced |
| Rosenberg Matthew Hamilton | 201 | $66.2K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 202 | $67.4K | 0.00% | −56−21.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 205 | $68.4K | 0.03% | +60+41.4% | Added |
| Oakworth Capital, Inc. | 215 | $71.7K | 0.01% | −1−0.5% | Reduced |
| Global Financial Private Client, LLC | 222 | $73.2K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 275 | $91.8K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 293 | $97.8K | 0.03% | −9−3.0% | Reduced |
| Proequities, Inc. | 298 | $99.4K | 0.01% | −2−0.7% | Reduced |
| Washington Trust Co | 300 | $100.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 304 | $101.5K | 0.00% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 314 | $104.8K | 0.00% | +152+93.8% | Added |
| First Horizon Advisors, Inc. | 316 | $105.5K | 0.00% | −11−3.4% | Reduced |
| CVA Family Office, LLC | 326 | $108.8K | 0.02% | −8−2.4% | Reduced |
| Grove Bank & Trust | 330 | $110.1K | 0.02% | +38+13.0% | Added |
| Magellan Asset Management Ltd | 335 | $111.8K | 0.00% | −87−20.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 344 | $115.0K | 0.05% | +344 | New |
| Arlington Trust Co LLC | 348 | $116.1K | 0.03% | −78−18.3% | Reduced |
| American National Bank | 348 | $116.1K | 0.02% | −33−8.7% | Reduced |
| Horizon Bancorp Inc | 365 | $122.0K | 0.06% | −25−6.4% | Reduced |
| Hexagon Capital Partners LLC | 371 | $123.8K | 0.03% | −29−7.2% | Reduced |
| LRI Investments, LLC | 374 | $124.8K | 0.03% | +374 | New |
| Smartleaf Asset Management LLC | 385 | $128.5K | 0.02% | +238+161.9% | Added |
| NBC Securities, Inc. | 397 | $132.0K | 0.01% | −53−11.8% | Reduced |
| nVerses Capital, LLC | 400 | $133.5K | 0.32% | +400 | New |
| Trust Co of Vermont | 403 | $134.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 410 | $136.8K | 0.03% | +41+11.1% | Added |
| Salem Investment Counselors Inc | 416 | $138.8K | 0.00% | +19+4.8% | Added |
| Spire Wealth Management | 419 | $139.8K | 0.00% | +4+1.0% | Added |
| Icon Wealth Advisors, LLC | 424 | $141.5K | 0.01% | −1,026−70.8% | Reduced |
| West Paces Advisors Inc. | 426 | $142.2K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 480 | $160.2K | 0.00% | −94−16.4% | Reduced |
| Financial Freedom, LLC | 492 | $164.1K | 0.10% | 00.0% | Unchanged |
| Addison Advisors LLC | 500 | $166.9K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 502 | $167.5K | 0.01% | +57+12.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 524 | $174.9K | 0.01% | +524 | New |
| Smithfield Trust Co | 532 | $177.0K | 0.01% | +34+6.8% | Added |
| Carolina Wealth Advisors, LLC | 532 | $177.5K | 0.10% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 532 | $177.5K | 0.04% | +6+1.1% | Added |
| Ronald Blue Trust, Inc. | 546 | $182.1K | 0.00% | +3+0.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 553 | $184.5K | 0.07% | +31+5.9% | Added |
| Capital Analysts, LLC | 570 | $190.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 600 | $200.0K | 0.09% | +599+59,900.0% | Added |
| Alta Advisers Ltd | 600 | $200.2K | 0.10% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 600 | $200.2K | 0.01% | +600 | New |
| Meridian Wealth Advisors, LLC | 600 | $200.2K | 0.04% | +600 | New |
| KCM Investment Advisors LLC | 605 | $201.9K | 0.01% | +605 | New |
| Global Wealth Management Investment Advisory, Inc. | 607 | $202.6K | 0.05% | 00.0% | Unchanged |
| McDonald Partners LLC | 608 | $202.9K | 0.06% | +608 | New |
| Kolinsky Wealth Management, LLC | 608 | $202.9K | 0.16% | +608 | New |
| FSM Wealth Advisors, LLC | 610 | $203.7K | 0.07% | +610 | New |
| J.Safra Asset Management Corp | 618 | $206.2K | 0.02% | 00.0% | Unchanged |
| Kidder Stephen W | 625 | $208.6K | 0.07% | −350−35.9% | Reduced |
| Waddell & Associates, LLC | 629 | $209.9K | 0.03% | +629 | New |
| Verus Capital Partners, LLC | 630 | $210.2K | 0.02% | +630 | New |
| AlTi Global, Inc. | 634 | $211.6K | 0.01% | +634 | New |
| Manchester Capital Management LLC | 634 | $211.6K | 0.03% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 735 | $211.6K | 0.07% | +735 | New |
| Ontario Teachers Pension Plan Board | 636 | $212.2K | 0.00% | −3,920−86.0% | Reduced |
| Colonial Trust Advisors | 641 | $213.9K | 0.02% | +31+5.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 642 | $214.2K | 0.01% | +642 | New |
| RSM US Wealth Management LLC | 647 | $216.0K | 0.01% | +647 | New |
| REAP Financial Group, LLC | 649 | $216.7K | 0.06% | −18−2.7% | Reduced |
| Paradigm Asset Management Co LLC | 650 | $216.9K | 0.06% | −250−27.8% | Reduced |
| Brighton Jones LLC | 651 | $217.2K | 0.01% | +651 | New |
| Mill Creek Capital Advisors, LLC | 657 | $219.3K | 0.01% | +657 | New |
| Essex LLC | 658 | $219.6K | 0.05% | −420−39.0% | Reduced |
| Dougherty Wealth Advisers LLC | 659 | $219.9K | 0.19% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 660 | $220.2K | 0.14% | −69−9.5% | Reduced |
| Aaron Wealth Advisors | 660 | $220.3K | 0.03% | −58−8.1% | Reduced |
| Gilbert & Cook, Inc. | 660 | $220.3K | 0.03% | +660 | New |
| Donaldson Capital Management, LLC | 663 | $221.3K | 0.01% | −38−5.4% | Reduced |