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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 883 | $305.6K | 0.03% | +16+1.8% | Added |
| Hallmark Capital Management Inc | 886 | $306.5K | 0.02% | +28+3.3% | Added |
| Sterling Capital Management LLC | 886 | $306.5K | 0.00% | +886 | New |
| Hancock Whitney Corp | 886 | $306.5K | 0.01% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 888 | $307.2K | 0.05% | −2−0.2% | Reduced |
| Retirement Planning Group | 889 | $307.7K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 892 | $308.6K | 0.02% | +69+8.4% | Added |
| Autumn Glory Partners, LLC | 891 | $310.6K | 0.12% | +891 | New |
| Westbourne Investment Advisors, Inc. | 900 | $311.0K | 0.11% | 00.0% | Unchanged |
| Ellevest, Inc. | 899 | $311.0K | 0.02% | +45+5.3% | Added |
| RiverGlades Family Offices LLC | 900 | $311.4K | 0.22% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 900 | $311.4K | 0.07% | +900 | New |
| Fukoku Mutual Life Insurance Co | 901 | $311.7K | 0.02% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 905 | $313.1K | 0.10% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 907 | $313.7K | 0.03% | −100−9.9% | Reduced |
| Forum Financial Management, LP | 910 | $314.9K | 0.01% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 915 | $316.6K | 0.05% | 00.0% | Unchanged |
| American Trust | 916 | $316.9K | 0.03% | +23+2.6% | Added |
| Pioneer Trust Bank N A | 919 | $318.0K | 0.08% | 00.0% | Unchanged |
| Sabal Trust CO | 920 | $318.3K | 0.02% | 00.0% | Unchanged |
| Todd Asset Management LLC | 921 | $318.7K | 0.01% | −6−0.6% | Reduced |
| Argent Trust Co | 925 | $320.0K | 0.01% | −31−3.2% | Reduced |
| Evergreen Capital Management LLC | 927 | $320.7K | 0.01% | 00.0% | Unchanged |
| waypoint wealth counsel | 927 | $320.7K | 0.22% | +32+3.6% | Added |
| Farther Finance Advisors, LLC | 936 | $323.8K | 0.01% | +154+19.7% | Added |
| Catalytic Wealth RIA, LLC | 939 | $324.9K | 0.06% | −50−5.1% | Reduced |
| Penserra Capital Management LLC | 940 | $325.0K | 0.01% | +14+1.5% | Added |
| Cobblestone Capital Advisors LLC | 951 | $329.0K | 0.02% | +3+0.3% | Added |
| Diversify Wealth Management, LLC | 920 | $329.6K | 0.03% | −174−15.9% | Reduced |
| Legacy Financial Advisors, Inc. | 953 | $329.8K | 0.06% | +39+4.3% | Added |
| Northwest & Ethical Investments L.P. | 955 | $330.5K | 0.01% | +955 | New |
| Equitable Holdings, Inc. | 957 | $331.1K | 0.00% | +957 | New |
| Empower Advisory Group, LLC | 963 | $333.2K | 0.00% | −459−32.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 965 | $333.9K | 0.02% | −1−0.1% | Reduced |
| Smith, Moore & Co. | 968 | $334.9K | 0.03% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 970 | $335.6K | 0.14% | −1,035−51.6% | Reduced |
| Smartleaf Asset Management LLC | 965 | $335.8K | 0.04% | +497+106.2% | Added |
| Ronald Blue Trust, Inc. | 1,148 | $336.9K | 0.00% | −340−22.8% | Reduced |
| Simon Quick Advisors, LLC | 978 | $338.3K | 0.02% | +978 | New |
| J.W. Cole Advisors, Inc. | 979 | $338.6K | 0.01% | +2+0.2% | Added |
| Gladius Capital Management LP | 981 | $339.4K | 0.20% | −97−9.0% | Reduced |
| Creekside Partners | 982 | $339.8K | 0.18% | 00.0% | Unchanged |
| Brookstone Capital Management | 983 | $340.1K | 0.01% | −13−1.3% | Reduced |
| Granite Group Advisors, LLC | 986 | $341.1K | 0.22% | −3−0.3% | Reduced |
| MBB Public Markets I LLC | 990 | $342.5K | 0.03% | −12,864−92.9% | Reduced |
| Intellectus Partners, LLC | 992 | $343.1K | 0.09% | +31+3.2% | Added |
| Optimum Investment Advisors | 1,000 | $346.0K | 0.15% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,002 | $346.7K | 0.01% | +1,002 | New |
| Belpointe Asset Management LLC | 1,012 | $350.1K | 0.02% | +185+22.4% | Added |
| Financial Advocates Investment Management | 1,024 | $354.3K | 0.02% | −10−1.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,025 | $354.6K | 0.02% | −215−17.3% | Reduced |
| Aaron Wealth Advisors | 1,025 | $354.6K | 0.04% | +271+35.9% | Added |
| Abacus Planning Group, Inc. | 1,026 | $355.0K | 0.06% | +45+4.6% | Added |
| MPS Loria Financial Planners, LLC | 1,030 | $356.4K | 0.11% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,034 | $357.8K | 0.01% | +95+10.1% | Added |
| Bowen Hanes & Co Inc | 1,035 | $358.1K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,037 | $358.8K | 0.01% | −3−0.3% | Reduced |
| Advisor OS, LLC | 1,043 | $360.9K | 0.04% | −179−14.6% | Reduced |
| Atom Investors LP | 1,046 | $361.9K | 0.04% | +1,046 | New |
| Bradley Foster & Sargent Inc | 1,047 | $362.3K | 0.01% | +1,047 | New |
| GeoWealth Management, LLC | 1,050 | $363.3K | 0.01% | −69−6.2% | Reduced |
| Spirepoint Private Client, LLC | 1,052 | $364.0K | 0.05% | −55−5.0% | Reduced |
| Delta Investment Management, LLC | 1,053 | $364.3K | 0.07% | +11+1.1% | Added |
| Norris Perne & French LLP | 1,070 | $370.2K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,070 | $370.2K | 0.01% | +90+9.2% | Added |
| Trust Co of Oklahoma | 1,071 | $370.6K | 0.12% | +36+3.5% | Added |
| Forte Capital LLC | 1,089 | $376.8K | 0.04% | −45−4.0% | Reduced |
| Catalyst Financial Partners LLC | 1,092 | $377.8K | 0.07% | +40+3.8% | Added |
| Nwam LLC | 1,096 | $379.2K | 0.02% | +1,096 | New |
| Moors & Cabot, Inc. | 1,097 | $379.6K | 0.02% | +45+4.3% | Added |
| Wexford Capital LP | 1,100 | $380.6K | 0.09% | −1,305−54.3% | Reduced |
| Mendel Money Management | 1,109 | $383.7K | 0.17% | +1,109 | New |
| Weaver Consulting Group | 1,115 | $385.8K | 0.12% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,117 | $386.5K | 0.07% | −327−22.6% | Reduced |
| Insigneo Advisory Services, LLC | 1,119 | $387.2K | 0.04% | +2+0.2% | Added |
| Annandale Capital, LLC | 1,123 | $389.0K | 0.08% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,050 | $390.3K | 0.09% | −70−6.3% | Reduced |
| O'Brien Greene & Co. Inc | 1,134 | $392.4K | 0.12% | −17−1.5% | Reduced |
| Cynosure Management, LLC | 1,136 | $393.1K | 0.06% | −99−8.0% | Reduced |
| BFSG, LLC | 1,138 | $393.7K | 0.05% | 00.0% | Unchanged |
| FreeGulliver LLC | 1,149 | $397.5K | 0.24% | +36+3.2% | Added |
| Hamilton Capital Partners Inc. | 1,150 | $397.9K | 0.03% | +1,150 | New |
| Pinnacle Associates Ltd | 1,390 | $404.5K | 0.01% | +578+71.2% | Added |
| Charter Trust Co | 1,175 | $406.5K | 0.03% | −181−13.3% | Reduced |
| Shelton Capital Management | 1,184 | $409.7K | 0.01% | −16,300−93.2% | Reduced |
| FineMark National Bank & Trust | 1,196 | $413.8K | 0.01% | 00.0% | Unchanged |
| HC Advisors, LLC | 1,199 | $414.8K | 0.34% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 1,092 | $419.0K | 0.25% | −1−0.1% | Reduced |
| Aveo Capital Partners, LLC | 1,221 | $422.5K | 0.04% | +3+0.2% | Added |
| Deseret Mutual Benefit Administrators | 1,224 | $423.5K | 0.22% | −39−3.1% | Reduced |
| Twinbeech Capital LP | 1,224 | $423.5K | 0.01% | +1,224 | New |
| Inspirion Wealth Advisors, LLC | 1,227 | $424.5K | 0.06% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,238 | $428.3K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,239 | $428.7K | 0.05% | +27+2.2% | Added |
| RDA Financial Network | 1,251 | $432.8K | 0.13% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 1,254 | $433.9K | 0.20% | +1,254 | New |
| Sym Financial Corp | 1,256 | $434.5K | 0.06% | +5+0.4% | Added |
| Visionary Wealth Advisors | 1,266 | $438.0K | 0.03% | −20−1.6% | Reduced |
| Cardiff Park Advisors, LLC | 1,266 | $438.0K | 0.04% | +1,266 | New |
| Atomi Financial Group, Inc. | 1,266 | $438.0K | 0.03% | +1,266 | New |