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 |
|---|---|---|---|---|---|
| Diversify Advisory Services, LLC | 674 | $222.1K | 0.01% | +674 | New |
| Community Financial Services Group, LLC | 666 | $222.3K | 0.05% | +666 | New |
| Bradley Foster & Sargent Inc | 666 | $222.3K | 0.00% | +666 | New |
| Farther Finance Advisors, LLC | 683 | $225.1K | 0.01% | +321+88.7% | Added |
| TCI Wealth Advisors, Inc. | 675 | $225.3K | 0.02% | +675 | New |
| HCR Wealth Advisors | 676 | $225.6K | 0.03% | +676 | New |
| Carr Financial Group Corp | 676 | $225.6K | 0.08% | +676 | New |
| Dover Advisors, LLC | 678 | $226.3K | 0.16% | +678 | New |
| D'Orazio & Associates, Inc. | 679 | $226.6K | 0.04% | +679 | New |
| Independent Advisor Alliance | 680 | $227.0K | 0.01% | −78−10.3% | Reduced |
| EverSource Wealth Advisors, LLC | 807 | $227.7K | 0.02% | −152−15.8% | Reduced |
| NovaPoint Capital, LLC | 685 | $228.6K | 0.08% | +685 | New |
| Andina Capital Management, LLC | 693 | $231.3K | 0.18% | +693 | New |
| L2 Asset Management, LLC | 694 | $231.6K | 0.08% | +694 | New |
| Keel Point, LLC | 694 | $231.7K | 0.02% | +694 | New |
| Penobscot Investment Management Company, Inc. | 695 | $231.9K | 0.02% | −205−22.8% | Reduced |
| Marathon Capital Management | 700 | $233.6K | 0.06% | 00.0% | Unchanged |
| Clifford Group, LLC | 710 | $237.1K | 0.20% | 00.0% | Unchanged |
| Hartline Investment Corp | 711 | $237.3K | 0.04% | −6,539−90.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 711 | $237.3K | 0.04% | +711 | New |
| True North Advisors, LLC | 713 | $237.9K | 0.07% | −16−2.2% | Reduced |
| River Wealth Advisors LLC | 716 | $238.9K | 0.03% | −99−12.1% | Reduced |
| Avestar Capital, LLC | 717 | $239.3K | 0.03% | +717 | New |
| Y-Intercept (Hong Kong) Ltd | 718 | $239.6K | 0.02% | −5,965−89.3% | Reduced |
| Belpointe Asset Management LLC | 723 | $241.3K | 0.02% | −233−24.4% | Reduced |
| Financial Counselors Inc | 725 | $241.9K | 0.00% | +725 | New |
| RiverGlades Family Offices LLC | 845 | $243.0K | 0.19% | +845 | New |
| Avantax Advisory Services, Inc. | 729 | $243.2K | 0.00% | +38+5.5% | Added |
| Ausdal Financial Partners, Inc. | 729 | $243.3K | 0.03% | −36−4.7% | Reduced |
| Integrated Advisors Network LLC | 733 | $244.5K | 0.01% | +733 | New |
| Annex Advisory Services, LLC | 733 | $244.5K | 0.01% | +733 | New |
| Sapient Capital LLC | 733 | $244.6K | 0.01% | −474−39.3% | Reduced |
| FirstPurpose Wealth LLC | 777 | $245.5K | 0.09% | −38−4.7% | Reduced |
| Choate Investment Advisors | 740 | $247.0K | 0.01% | −13−1.7% | Reduced |
| New Capital Management LP | 741 | $247.3K | 0.07% | 00.0% | Unchanged |
| Principal Securities, Inc. | 743 | $248.0K | 0.01% | −125−14.4% | Reduced |
| Summit Global Investments | 743 | $248.0K | 0.02% | +743 | New |
| Signal Advisors Wealth, LLC | 749 | $250.0K | 0.06% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 749 | $250.0K | 0.19% | +749 | New |
| Hemenway Trust Co LLC | 750 | $250.3K | 0.02% | −100−11.8% | Reduced |
| Inceptionr LLC | 755 | $252.0K | 0.06% | −269−26.3% | Reduced |
| McLean Asset Management Corp | 792 | $253.0K | 0.09% | −20−2.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 762 | $254.3K | 0.05% | −7−0.9% | Reduced |
| Oppenheimer & Co Inc | 766 | $255.6K | 0.00% | +13+1.7% | Added |
| Evergreen Capital Management LLC | 766 | $255.6K | 0.01% | +766 | New |
| Heritage Trust Co | 769 | $256.6K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 772 | $257.0K | 0.00% | −75−8.9% | Reduced |
| Horizon Financial Services, LLC | 775 | $258.6K | 0.17% | +4+0.5% | Added |
| Atlanta Consulting Group Advisors, LLC | 775 | $258.6K | 0.09% | +775 | New |
| LMCG Investments, LLC | 778 | $259.6K | 0.02% | 00.0% | Unchanged |
| Fiduciary Trust Co | 783 | $261.3K | 0.00% | +783 | New |
| Csenge Advisory Group | 783 | $261.3K | 0.01% | +43+5.8% | Added |
| Inspire Advisors, LLC | 790 | $263.6K | 0.04% | −5−0.6% | Reduced |
| Wexford Capital LP | 795 | $265.3K | 0.05% | +795 | New |
| Connors Investor Services Inc | 800 | $267.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 803 | $268.0K | 0.01% | −250−23.7% | Reduced |
| Fayez Sarofim & Co | 807 | $269.3K | 0.00% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 808 | $269.6K | 0.03% | +808 | New |
| SRS Capital Advisors, Inc. | 808 | $269.8K | 0.03% | −7−0.9% | Reduced |
| Congress Wealth Management LLC | 815 | $272.2K | 0.00% | +815 | New |
| Aptus Capital Advisors, LLC | 818 | $273.0K | 0.01% | +113+16.0% | Added |
| Main Street Research LLC | 820 | $273.6K | 0.02% | −202−19.8% | Reduced |
| Welch & Forbes LLC | 821 | $274.0K | 0.00% | −32−3.8% | Reduced |
| Hilltop Holdings Inc. | 821 | $274.0K | 0.03% | −75−8.4% | Reduced |
| Wealthstream Advisors, Inc. | 821 | $274.0K | 0.10% | −42−4.9% | Reduced |
| Coastline Trust Co | 822 | $274.3K | 0.03% | −1,470−64.1% | Reduced |
| Asset Dedication, LLC | 825 | $275.0K | 0.02% | −104−11.2% | Reduced |
| Cornerstone Wealth Group, LLC | 826 | $275.7K | 0.03% | +110+15.4% | Added |
| PDS Planning, Inc | 832 | $277.7K | 0.03% | −2−0.2% | Reduced |
| Central Trust Co | 833 | $278.0K | 0.01% | −48−5.4% | Reduced |
| Ci Investments Inc. | 834 | $278.0K | 0.00% | +122+17.1% | Added |
| Sunpointe, LLC | 838 | $279.8K | 0.31% | +838 | New |
| Moors & Cabot, Inc. | 841 | $280.7K | 0.02% | +148+21.4% | Added |
| Allstate Corp | 845 | $282.0K | 0.02% | −38−4.3% | Reduced |
| J. W. Coons Advisors, LLC | 847 | $282.7K | 0.06% | −175−17.1% | Reduced |
| Allianz SE | 850 | $283.7K | 0.01% | +850 | New |
| Venture Visionary Partners LLC | 850 | $283.8K | 0.01% | +17+2.0% | Added |
| Center for Financial Planning, Inc. | 853 | $284.7K | 0.04% | 00.0% | Unchanged |
| Navellier & Associates Inc | 855 | $285.3K | 0.04% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 859 | $286.7K | 0.04% | 00.0% | Unchanged |
| Exchange Bank | 869 | $290.0K | 0.24% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 870 | $290.3K | 0.07% | 00.0% | Unchanged |
| Port Capital LLC | 872 | $291.0K | 0.01% | +72+9.0% | Added |
| Colony Group, LLC | 871 | $291.0K | 0.00% | +871 | New |
| TRUE Private Wealth Advisors | 881 | $294.1K | 0.03% | +5+0.6% | Added |
| waypoint wealth counsel | 886 | $295.7K | 0.23% | −231−20.7% | Reduced |
| Park National Corp | 889 | $296.7K | 0.01% | −2−0.2% | Reduced |
| Retirement Planning Group | 889 | $296.8K | 0.02% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 900 | $300.0K | 0.11% | 00.0% | Unchanged |
| Trust Point Inc. | 900 | $300.3K | 0.02% | −1,536−63.1% | Reduced |
| Warren Averett Asset Management, LLC | 901 | $300.7K | 0.01% | +901 | New |
| Fulton Bank, N.A. | 902 | $301.0K | 0.01% | +902 | New |
| Cobblestone Capital Advisors LLC | 905 | $302.0K | 0.02% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 905 | $302.0K | 0.10% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 910 | $303.7K | 0.05% | +53+6.2% | Added |
| Intrust Bank NA | 914 | $305.0K | 0.03% | −320−25.9% | Reduced |
| Everhart Financial Group, Inc. | 915 | $305.4K | 0.09% | +89+10.8% | Added |
| Mainstay Capital Management LLC | 915 | $305.4K | 0.06% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 919 | $306.7K | 0.09% | 00.0% | Unchanged |
| Sabal Trust CO | 920 | $307.0K | 0.02% | 00.0% | Unchanged |