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
- 1,149
- +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 | 1,266 | $60.6B |
| Q4 2025 | 1,289 | $66.7B |
| Q3 2025 | 1,255 | $66.3B |
| Q2 2025 | 1,233 | $69.3B |
| Q1 2025 | 1,276 | $77.1B |
| Q4 2024 | 1,196 | $69.1B |
| Q3 2024 | 1,149 | $66.1B |
| Q2 2024 | 1,111 | $55.4B |
| Q1 2024 | 1,087 | $57.4B |
| Q4 2023 | 1,067 | $49.8B |
| Q3 2023 | 1,049 | $56.4B |
| Q2 2023 | 1,025 | $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 |
|---|---|---|---|---|---|
| New Capital Management LP | 741 | $256.4K | 0.07% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 736 | $254.6K | 0.07% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 735 | $254.2K | 0.01% | +8+1.1% | Added |
| Leslie Global Wealth, LLC | 731 | $252.9K | 0.12% | +731 | New |
| Morningstar Investment Services LLC | 724 | $252.0K | 0.00% | +724 | New |
| Venture Visionary Partners LLC | 727 | $251.7K | 0.01% | −123−14.5% | Reduced |
| River Wealth Advisors LLC | 726 | $251.2K | 0.03% | +10+1.4% | Added |
| Alpine Bank Wealth Management | 725 | $250.8K | 0.04% | +725 | New |
| Westpac Banking Corp | 724 | $250.5K | 0.02% | +2+0.3% | Added |
| WMS Partners, LLC | 721 | $249.5K | 0.01% | −379−34.5% | Reduced |
| Main Street Research LLC | 720 | $249.1K | 0.02% | 00.0% | Unchanged |
| Clifford Group, LLC | 710 | $245.8K | 0.19% | 00.0% | Unchanged |
| Park National Corp | 703 | $243.2K | 0.01% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 703 | $243.2K | 0.16% | +7+1.0% | Added |
| Marathon Capital Management | 700 | $242.2K | 0.06% | 00.0% | Unchanged |
| Camden National Bank | 700 | $242.2K | 0.03% | +700 | New |
| SRS Capital Advisors, Inc. | 697 | $241.1K | 0.02% | +13+1.9% | Added |
| TCI Wealth Advisors, Inc. | 694 | $240.1K | 0.02% | +694 | New |
| Intrust Bank NA | 691 | $239.1K | 0.02% | +691 | New |
| Alpha Family Trust | 690 | $238.7K | 0.13% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 685 | $237.0K | 0.07% | 00.0% | Unchanged |
| HCR Wealth Advisors | 676 | $233.9K | 0.03% | +676 | New |
| Carr Financial Group Corp | 676 | $233.9K | 0.07% | +676 | New |
| Dover Advisors, LLC | 675 | $233.5K | 0.13% | +675 | New |
| EverSource Wealth Advisors, LLC | 668 | $231.2K | 0.01% | −184−21.6% | Reduced |
| Everhart Financial Group, Inc. | 667 | $230.8K | 0.05% | +667 | New |
| Centiva Capital, LP | 661 | $228.7K | 0.01% | +661 | 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 |
| Simplicity Wealth,LLC | 658 | $227.7K | 0.02% | −9,475−93.5% | Reduced |
| Essex LLC | 658 | $227.7K | 0.05% | +658 | New |
| Ameritas Advisory Services, LLC | 658 | $227.5K | 0.01% | +658 | New |
| Fairfield Financial Advisors, LTD | 657 | $227.3K | 0.08% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 653 | $225.9K | 0.03% | −200−23.4% | Reduced |
| REAP Financial Group, LLC | 652 | $225.7K | 0.06% | +1+0.2% | Added |
| Uhlmann Price Securities, LLC | 651 | $225.2K | 0.18% | +651 | New |
| Paloma Partners Management Co | 649 | $224.5K | 0.01% | −364−35.9% | Reduced |
| Benjamin Edwards Inc | 647 | $224.3K | 0.00% | +647 | New |
| One Wealth Advisors, LLC | 648 | $224.2K | 0.03% | 00.0% | Unchanged |
| Fragasso Group Inc. | 647 | $223.9K | 0.02% | +647 | New |
| FSM Wealth Advisors, LLC | 643 | $222.3K | 0.06% | +643 | New |
| 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 |
| Port Capital LLC | 634 | $219.0K | 0.01% | −267−29.6% | Reduced |
| Waddell & Associates, LLC | 629 | $217.6K | 0.03% | +629 | New |
| Kidder Stephen W | 625 | $216.2K | 0.06% | +625 | New |
| Chicago Partners Investment Group LLC | 603 | $216.1K | 0.01% | −7−1.1% | Reduced |
| Gitterman Wealth Management, LLC | 622 | $215.2K | 0.09% | +622 | New |
| J.Safra Asset Management Corp | 618 | $214.9K | 0.02% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 620 | $214.5K | 0.02% | +620 | New |
| Sunpointe, LLC | 613 | $212.2K | 0.17% | +613 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 613 | $212.1K | 0.03% | +613 | New |
| Seeds Investor LLC | 612 | $211.6K | 0.08% | +612 | New |
| Summit Financial, LLC | 611 | $211.4K | 0.01% | +611 | New |
| Northeast Financial Consultants Inc | 610 | $211.1K | 0.01% | +610 | New |
| KCM Investment Advisors LLC | 609 | $210.7K | 0.01% | +609 | New |
| 180 Wealth Advisors, LLC | 609 | $210.7K | 0.03% | +609 | New |
| McDonald Partners LLC | 608 | $210.4K | 0.05% | +608 | New |
| Flagship Harbor Advisors, LLC | 604 | $209.0K | 0.01% | +604 | New |
| Rockland Trust Co | 602 | $208.3K | 0.01% | +602 | New |
| Procyon Private Wealth Partners, LLC | 599 | $207.9K | 0.01% | −811−57.5% | Reduced |
| Alta Advisers Ltd | 600 | $207.6K | 0.09% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 600 | $207.6K | 0.02% | +600 | New |
| Cornerstone Advisory, LLC | 596 | $206.2K | 0.03% | +596 | New |
| Journey Strategic Wealth LLC | 595 | $205.9K | 0.01% | +595 | New |
| Obsidian Personal Planning Solutions LLC | 555 | $203.6K | 0.11% | +555 | New |
| Mill Creek Capital Advisors, LLC | 588 | $203.4K | 0.00% | −223−27.5% | Reduced |
| Cromwell Holdings LLC | 588 | $203.4K | 0.13% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 587 | $203.1K | 0.01% | +587 | New |
| Acorn Creek Capital LLC | 586 | $202.7K | 0.11% | +586 | New |
| Norden Group LLC | 585 | $202.6K | 0.02% | +585 | New |
| Lansing Street Advisors | 584 | $202.1K | 0.07% | +584 | New |
| Cable Hill Partners, LLC | 579 | $200.3K | 0.02% | +579 | New |
| Colonial Trust Advisors | 575 | $198.9K | 0.02% | −25−4.2% | Reduced |
| Carolina Wealth Advisors, LLC | 557 | $192.7K | 0.10% | +25+4.7% | Added |
| Massmutual Trust Co FSB | 536 | $185.5K | 0.01% | +37+7.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 507 | $175.4K | 0.05% | −29−5.4% | Reduced |
| LRI Investments, LLC | 462 | $173.8K | 0.02% | +307+198.1% | Added |
| Addison Advisors LLC | 500 | $173.0K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 498 | $171.0K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 492 | $170.2K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 492 | $170.1K | 0.09% | 00.0% | Unchanged |
| Capital Analysts, LLC | 479 | $166.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 454 | $157.1K | 0.00% | −248−35.3% | Reduced |
| American National Bank | 452 | $156.4K | 0.02% | −169−27.2% | Reduced |
| Trust Co of Vermont | 438 | $151.5K | 0.01% | +35+8.7% | Added |
| Hilltop National Bank | 430 | $148.8K | 0.05% | +267+163.8% | Added |
| Geneos Wealth Management Inc. | 427 | $147.7K | 0.01% | +123+40.5% | Added |
| Icon Wealth Advisors, LLC | 423 | $146.4K | 0.01% | −1−0.2% | Reduced |
| Manchester Capital Management LLC | 419 | $145.0K | 0.02% | −212−33.6% | Reduced |
| Salem Investment Counselors Inc | 416 | $143.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 411 | $142.2K | 0.00% | +1+0.2% | Added |
| IFP Advisors, Inc | 406 | $140.4K | 0.01% | −59−12.7% | Reduced |
| Oakworth Capital, Inc. | 402 | $139.1K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 388 | $134.0K | 0.01% | −7−1.8% | Reduced |
| First Horizon Advisors, Inc. | 377 | $130.5K | 0.00% | +58+18.2% | Added |
| CVA Family Office, LLC | 373 | $129.1K | 0.02% | +29+8.4% | Added |
| Optiver Holding B.V. | 348 | $120.4K | 0.00% | +324+1,350.0% | Added |
| Hexagon Capital Partners LLC | 347 | $120.1K | 0.02% | −47−11.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 329 | $113.8K | 0.03% | 00.0% | Unchanged |