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 |
|---|---|---|---|---|---|
| Waterloo Capital, L.P. | 1,523 | $508.2K | 0.06% | +676+79.8% | Added |
| Jefferies Financial Group Inc. | 1,546 | $515.9K | 0.01% | −2,310−59.9% | Reduced |
| National Asset Management, Inc. | 1,612 | $522.6K | 0.01% | +583+56.7% | Added |
| Sunflower Bank, N.A. | 1,588 | $529.9K | 0.12% | +30+1.9% | Added |
| Valeo Financial Advisors, LLC | 1,726 | $533.0K | 0.02% | −430−19.9% | Reduced |
| Nomura Holdings Inc | 1,598 | $533.3K | 0.00% | −2,448−60.5% | Reduced |
| Axq Capital, LP | 1,600 | $534.0K | 0.13% | −7,680−82.8% | Reduced |
| Crane Advisory, LLC | 1,697 | $534.2K | 0.11% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,617 | $539.7K | 0.01% | +113+7.5% | Added |
| Conning Inc. | 1,625 | $542.3K | 0.02% | −50−3.0% | Reduced |
| First Business Financial Services, Inc. | 1,632 | $544.6K | 0.06% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 1,637 | $546.4K | 0.02% | +1,637 | New |
| AustralianSuper Pty Ltd | 1,673 | $551.4K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,664 | $555.3K | 0.00% | +213+14.7% | Added |
| Kinneret Advisory, LLC | 1,679 | $560.3K | 0.06% | −5−0.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,683 | $561.8K | 0.10% | −3−0.2% | Reduced |
| Northern Capital Management, Inc. | 1,688 | $563.3K | 0.39% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,690 | $563.9K | 0.09% | −2,437−59.1% | Reduced |
| Martin Investment Management, LLC | 1,692 | $564.7K | 0.14% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 1,711 | $571.0K | 0.18% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,717 | $573.0K | 0.02% | +449+35.4% | Added |
| Global Retirement Partners, LLC | 1,721 | $574.2K | 0.02% | +31+1.8% | Added |
| Wedmont Private Capital | 1,799 | $574.6K | 0.04% | +70+4.0% | Added |
| Yarbrough Capital, LLC | 1,746 | $582.7K | 0.03% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 2,035 | $584.0K | 0.18% | +2,035 | New |
| Cipher Capital LP | 1,779 | $593.7K | 0.27% | +1,779 | New |
| Empirical Asset Management, LLC | 1,786 | $596.1K | 0.29% | −896−33.4% | Reduced |
| Portside Wealth Group, LLC | 1,788 | $596.7K | 0.11% | +347+24.1% | Added |
| Capital Investment Advisors, LLC | 1,792 | $598.2K | 0.01% | −2−0.1% | Reduced |
| Advisory Services Network, LLC | 1,792 | $598.2K | 0.01% | −2,510−58.3% | Reduced |
| Prospera Financial Services Inc | 1,800 | $600.7K | 0.02% | +226+14.4% | Added |
| Whittier Trust Co of Nevada Inc | 1,803 | $601.7K | 0.02% | −1−0.1% | Reduced |
| Paloma Partners Management Co | 1,811 | $604.4K | 0.09% | +983+118.7% | Added |
| Lantz Financial LLC | 1,814 | $605.4K | 0.19% | +20+1.1% | Added |
| Pitcairn Co | 1,818 | $606.7K | 0.04% | −2,064−53.2% | Reduced |
| Signaturefd, LLC | 1,820 | $607.4K | 0.01% | −329−15.3% | Reduced |
| Grey Street Capital, LLC | 1,823 | $608.5K | 0.08% | +1,823 | New |
| V-Square Quantitative Management LLC | 1,841 | $614.4K | 0.10% | +874+90.4% | Added |
| Allworth Financial LP | 1,843 | $615.1K | 0.00% | +618+50.4% | Added |
| Headlands Technologies LLC | 1,849 | $617.0K | 0.15% | +1,611+676.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,859 | $620.4K | 0.09% | +6+0.3% | Added |
| KFG Wealth Management, LLC | 1,868 | $623.4K | 0.26% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,870 | $623.9K | 0.04% | −53−2.8% | Reduced |
| Sandy Cove Advisors, LLC | 1,870 | $624.0K | 0.29% | +422+29.1% | Added |
| Atria Wealth Solutions, Inc. | 1,871 | $624.3K | 0.01% | +34+1.9% | Added |
| Twelve Points Wealth Management LLC | 1,882 | $628.1K | 0.23% | +112+6.3% | Added |
| Rede Wealth, LLC | 1,898 | $633.4K | 0.27% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,900 | $634.1K | 0.30% | 00.0% | Unchanged |
| Act Two Investors LLC | 1,929 | $643.7K | 0.13% | +309+19.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,934 | $645.3K | 0.07% | −12−0.6% | Reduced |
| Townsend & Associates, Inc | 2,070 | $645.5K | 0.08% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,939 | $647.1K | 0.01% | −812−29.5% | Reduced |
| Charter Trust Co | 1,941 | $647.8K | 0.04% | −1,506−43.7% | Reduced |
| Saturna Capital CORP | 1,989 | $663.8K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2,000 | $667.4K | 0.10% | 00.0% | Unchanged |
| Game Creek Capital, LP | 2,000 | $667.4K | 0.36% | +500+33.3% | Added |
| Gitterman Wealth Management, LLC | 2,008 | $670.5K | 0.26% | +426+26.9% | Added |
| Hummer Financial Advisory Services Inc | 2,013 | $671.8K | 0.55% | +280+16.2% | Added |
| EP Wealth Advisors, LLC | 2,024 | $675.5K | 0.01% | +2,024 | New |
| Lake Street Advisors Group, LLC | 2,025 | $675.9K | 0.03% | +81+4.2% | Added |
| Ridgewood Investments LLC | 2,041 | $681.1K | 0.36% | 00.0% | Unchanged |
| WBI Investments | 2,057 | $686.5K | 0.14% | +2,057 | New |
| Exchange Traded Concepts, LLC | 2,059 | $687.1K | 0.02% | +1,891+1,125.6% | Added |
| Waterfront Wealth Inc. | 2,517 | $691.5K | 0.19% | −23−0.9% | Reduced |
| Duality Advisers, LP | 2,076 | $692.8K | 0.07% | −5,699−73.3% | Reduced |
| Kestra Private Wealth Services, LLC | 2,083 | $695.3K | 0.02% | +109+5.5% | Added |
| Modera Wealth Management, LLC | 2,093 | $698.5K | 0.01% | +32+1.6% | Added |
| Sound View Wealth Advisors Group, LLC | 2,097 | $699.9K | 0.07% | −1,356−39.3% | Reduced |
| Ballentine Partners, LLC | 2,101 | $701.1K | 0.01% | +78+3.9% | Added |
| iA Global Asset Management Inc. | 2,107 | $703.0K | 0.01% | −5,863−73.6% | Reduced |
| Cigna Investments Inc | 2,111 | $704.0K | 0.13% | −22−1.0% | Reduced |
| Mattern Capital Management, LLC | 2,141 | $714.5K | 0.10% | +971+83.0% | Added |
| Alliance Wealth Advisors, LLC | 2,152 | $718.2K | 0.21% | +252+13.3% | Added |
| Founders Financial Alliance, LLC | 2,156 | $719.6K | 0.22% | −4−0.2% | Reduced |
| Hills Bank & Trust Co | 2,158 | $720.2K | 0.06% | −40−1.8% | Reduced |
| Summit Trail Advisors, LLC | 2,166 | $722.9K | 0.02% | +258+13.5% | Added |
| Kathmere Capital Management, LLC | 2,187 | $729.8K | 0.08% | +173+8.6% | Added |
| Jump Financial, LLC | 2,189 | $730.5K | 0.02% | −30,830−93.4% | Reduced |
| Joel Isaacson & Co., LLC | 2,220 | $740.9K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,221 | $741.2K | 0.01% | −49−2.2% | Reduced |
| Checchi Capital Advisers, LLC | 2,245 | $749.2K | 0.06% | −413−15.5% | Reduced |
| Buckingham Strategic Partners | 2,249 | $750.6K | 0.02% | −1,051−31.8% | Reduced |
| Chicago Capital, LLC | 2,250 | $750.9K | 0.02% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 2,285 | $762.5K | 0.46% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,308 | $770.2K | 0.16% | −1,708−42.5% | Reduced |
| FDx Advisors, Inc. | 2,334 | $779.0K | 0.12% | −33−1.4% | Reduced |
| Criterion Capital Advisors, LLC | 2,343 | $781.9K | 0.52% | −14−0.6% | Reduced |
| Bangor Savings Bank | 2,350 | $784.2K | 0.08% | −153−6.1% | Reduced |
| Trust Asset Management LLC | 2,350 | $784.2K | 0.07% | 00.0% | Unchanged |
| Rinkey Investments | 2,350 | $784.2K | 0.29% | +2,350 | New |
| Central Pacific Bank - Trust Division | 2,416 | $796.3K | 0.10% | +2,416 | New |
| Parallel Advisors, LLC | 2,394 | $799.0K | 0.02% | +76+3.3% | Added |
| Painted Porch Advisors LLC | 2,397 | $799.9K | 0.49% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,429 | $810.6K | 0.06% | −155−6.0% | Reduced |
| Covenant Partners, LLC | 2,454 | $818.9K | 0.24% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,460 | $821.0K | 0.32% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,481 | $827.9K | 0.02% | −106−4.1% | Reduced |
| Harbor Advisors LLC | 2,500 | $834.3K | 0.15% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,505 | $836.0K | 0.02% | −54−2.1% | Reduced |
| Moneta Group Investment Advisors LLC | 2,509 | $837.2K | 0.01% | +70+2.9% | Added |