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, Q3 2024
Institutional positions in Aon plc as of Sep 30, 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
- 1,148
- +51 vs. Q2 2024
- Shares held
- 190.7M
- +17.5M (+10.1%) vs. Q2 2024
- Total value
- $66.1B
- +$15.2B (+30.0%) vs. Q2 2024
- New holders
- 130
- 409 more added
- Sold out
- 79
- 376 more reduced
13 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| J.Safra Asset Management Corp | 618 | $214.9K | 0.02% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 622 | $215.2K | 0.09% | +622 | New |
| Chicago Partners Investment Group LLC | 603 | $216.1K | 0.01% | −7−1.1% | Reduced |
| Kidder Stephen W | 625 | $216.2K | 0.06% | +625 | New |
| Waddell & Associates, LLC | 629 | $217.6K | 0.03% | +629 | New |
| Port Capital LLC | 634 | $219.0K | 0.01% | −267−29.6% | Reduced |
| True North Advisors, LLC | 640 | $221.4K | 0.06% | −73−10.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 640 | $221.4K | 0.01% | +640 | New |
| FSM Wealth Advisors, LLC | 643 | $222.3K | 0.06% | +643 | New |
| Fragasso Group Inc. | 647 | $223.9K | 0.02% | +647 | New |
| One Wealth Advisors, LLC | 648 | $224.2K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 647 | $224.3K | 0.00% | +647 | New |
| Paloma Partners Management Co | 649 | $224.5K | 0.01% | −364−35.9% | Reduced |
| Uhlmann Price Securities, LLC | 651 | $225.2K | 0.18% | +651 | New |
| REAP Financial Group, LLC | 652 | $225.7K | 0.06% | +1+0.2% | Added |
| Center for Financial Planning, Inc. | 653 | $225.9K | 0.03% | −200−23.4% | Reduced |
| Fairfield Financial Advisors, LTD | 657 | $227.3K | 0.08% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 658 | $227.5K | 0.01% | +658 | New |
| Simplicity Wealth,LLC | 658 | $227.7K | 0.02% | −9,475−93.5% | Reduced |
| Essex LLC | 658 | $227.7K | 0.05% | +658 | New |
| Dougherty Wealth Advisers LLC | 659 | $228.0K | 0.18% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 659 | $228.0K | 0.01% | +659 | New |
| Centiva Capital, LP | 661 | $228.7K | 0.01% | +661 | New |
| Everhart Financial Group, Inc. | 667 | $230.8K | 0.05% | +667 | New |
| EverSource Wealth Advisors, LLC | 668 | $231.2K | 0.01% | −184−21.6% | Reduced |
| Dover Advisors, LLC | 675 | $233.5K | 0.13% | +675 | New |
| HCR Wealth Advisors | 676 | $233.9K | 0.03% | +676 | New |
| Carr Financial Group Corp | 676 | $233.9K | 0.07% | +676 | New |
| NovaPoint Capital, LLC | 685 | $237.0K | 0.07% | 00.0% | Unchanged |
| Alpha Family Trust | 690 | $238.7K | 0.13% | 00.0% | Unchanged |
| Intrust Bank NA | 691 | $239.1K | 0.02% | +691 | New |
| TCI Wealth Advisors, Inc. | 694 | $240.1K | 0.02% | +694 | New |
| SRS Capital Advisors, Inc. | 697 | $241.1K | 0.02% | +13+1.9% | Added |
| Marathon Capital Management | 700 | $242.2K | 0.06% | 00.0% | Unchanged |
| Camden National Bank | 700 | $242.2K | 0.03% | +700 | New |
| Park National Corp | 703 | $243.2K | 0.01% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 703 | $243.2K | 0.16% | +7+1.0% | Added |
| Clifford Group, LLC | 710 | $245.8K | 0.19% | 00.0% | Unchanged |
| Main Street Research LLC | 720 | $249.1K | 0.02% | 00.0% | Unchanged |
| WMS Partners, LLC | 721 | $249.5K | 0.01% | −379−34.5% | Reduced |
| Westpac Banking Corp | 724 | $250.5K | 0.02% | +2+0.3% | Added |
| Alpine Bank Wealth Management | 725 | $250.8K | 0.04% | +725 | New |
| River Wealth Advisors LLC | 726 | $251.2K | 0.03% | +10+1.4% | Added |
| Venture Visionary Partners LLC | 727 | $251.7K | 0.01% | −123−14.5% | Reduced |
| Morningstar Investment Services LLC | 724 | $252.0K | 0.00% | +724 | New |
| Leslie Global Wealth, LLC | 731 | $252.9K | 0.12% | +731 | New |
| Integrated Advisors Network LLC | 735 | $254.2K | 0.01% | +8+1.1% | Added |
| Goodman Advisory Group, LLC | 736 | $254.6K | 0.07% | 00.0% | Unchanged |
| New Capital Management LP | 741 | $256.4K | 0.07% | 00.0% | Unchanged |
| Keel Point, LLC | 741 | $256.5K | 0.02% | +27+3.8% | Added |
| Penobscot Investment Management Company, Inc. | 745 | $257.8K | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 747 | $258.5K | 0.00% | −46−5.8% | Reduced |
| Signal Advisors Wealth, LLC | 749 | $259.1K | 0.04% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 757 | $261.9K | 0.06% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 759 | $262.6K | 0.07% | +759 | New |
| Central Trust Co | 760 | $263.0K | 0.01% | −28−3.6% | Reduced |
| Donaldson Capital Management, LLC | 760 | $263.1K | 0.01% | +760 | New |
| IHT Wealth Management, LLC | 754 | $264.6K | 0.01% | +754 | New |
| Flaharty Asset Management, LLC | 768 | $265.7K | 0.04% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 771 | $266.8K | 0.17% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 775 | $268.1K | 0.16% | 00.0% | Unchanged |
| Wrapmanager Inc | 776 | $268.5K | 0.07% | −254−24.7% | Reduced |
| Andina Capital Management, LLC | 777 | $268.8K | 0.20% | +13+1.7% | Added |
| L2 Asset Management, LLC | 779 | $269.5K | 0.07% | +27+3.6% | Added |
| McLean Asset Management Corp | 774 | $269.6K | 0.08% | +5+0.7% | Added |
| Watts Gwilliam & Co., LLC | 762 | $269.7K | 0.06% | +762 | New |
| Net Worth Advisory Group | 780 | $270.0K | 0.08% | +780 | New |
| Vise Technologies, Inc. | 782 | $270.6K | 0.03% | +782 | New |
| Caisse de Depot Et Placement du Quebec | 785 | $271.6K | 0.00% | −18−2.2% | Reduced |
| LVW Advisors, LLC | 790 | $273.3K | 0.04% | +83+11.7% | Added |
| Pensionmark Financial Group, LLC | 796 | $275.4K | 0.01% | +796 | New |
| Inspire Advisors, LLC | 796 | $275.4K | 0.03% | +6+0.8% | Added |
| Ci Investments Inc. | 799 | $276.0K | 0.00% | +46+6.1% | Added |
| Connors Investor Services Inc | 800 | $276.8K | 0.03% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 811 | $280.6K | 0.06% | +3+0.4% | Added |
| Welch & Forbes LLC | 813 | $281.3K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 816 | $282.3K | 0.00% | +20+2.5% | Added |
| Heritage Wealth Advisors | 819 | $283.4K | 0.01% | +16+2.0% | Added |
| Group One Trading, L.P. | 819 | $283.4K | 0.01% | +58+7.6% | Added |
| AE Wealth Management LLC | 822 | $284.5K | 0.00% | −731−47.1% | Reduced |
| ASB Consultores, LLC | 824 | $285.1K | 0.11% | +13+1.6% | Added |
| Wealthstream Advisors, Inc. | 828 | $286.5K | 0.05% | +9+1.1% | Added |
| Exchange Bank | 832 | $287.9K | 0.24% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 833 | $288.2K | 0.01% | +833 | New |
| Choate Investment Advisors | 833 | $288.2K | 0.01% | +103+14.1% | Added |
| PDS Planning, Inc | 834 | $288.6K | 0.03% | +3+0.4% | Added |
| Avestar Capital, LLC | 839 | $290.3K | 0.03% | +839 | New |
| Nilsine Partners, LLC | 842 | $291.3K | 0.04% | −113−11.8% | Reduced |
| Fiduciary Trust Co | 846 | $292.7K | 0.00% | +12+1.4% | Added |
| Guyasuta Investment Advisors Inc | 850 | $294.1K | 0.02% | +850 | New |
| Trust Point Inc. | 851 | $294.4K | 0.02% | +37+4.5% | Added |
| Navellier & Associates Inc | 855 | $295.8K | 0.04% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 859 | $297.2K | 0.04% | 00.0% | Unchanged |
| Flower City Capital | 860 | $297.6K | 0.17% | +860 | New |
| Independent Advisor Alliance | 865 | $299.3K | 0.01% | −9−1.0% | Reduced |
| Greenspring Advisors, LLC | 870 | $301.0K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 872 | $301.8K | 0.01% | +170+24.2% | Added |
| Qtron Investments LLC | 877 | $303.4K | 0.04% | +877 | New |
| TRUE Private Wealth Advisors | 878 | $303.9K | 0.04% | −14−1.6% | Reduced |
| GAMMA Investing LLC | 880 | $304.5K | 0.03% | +388+78.9% | Added |