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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 1,002 | $346.7K | 0.01% | +1,002 | New |
| Optimum Investment Advisors | 1,000 | $346.0K | 0.15% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 1,000 | $346.0K | 0.17% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 992 | $343.1K | 0.09% | +31+3.2% | Added |
| MBB Public Markets I LLC | 990 | $342.5K | 0.03% | −12,864−92.9% | Reduced |
| Granite Group Advisors, LLC | 986 | $341.1K | 0.22% | −3−0.3% | Reduced |
| Brookstone Capital Management | 983 | $340.1K | 0.01% | −13−1.3% | Reduced |
| Creekside Partners | 982 | $339.8K | 0.18% | 00.0% | Unchanged |
| Gladius Capital Management LP | 981 | $339.4K | 0.20% | −97−9.0% | Reduced |
| J.W. Cole Advisors, Inc. | 979 | $338.6K | 0.01% | +2+0.2% | Added |
| Simon Quick Advisors, LLC | 978 | $338.3K | 0.02% | +978 | New |
| Ronald Blue Trust, Inc. | 1,148 | $336.9K | 0.00% | −340−22.8% | Reduced |
| Smartleaf Asset Management LLC | 965 | $335.8K | 0.04% | +497+106.2% | Added |
| Sandy Cove Advisors, LLC | 970 | $335.6K | 0.14% | −1,035−51.6% | Reduced |
| Smith, Moore & Co. | 968 | $334.9K | 0.03% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 965 | $333.9K | 0.02% | −1−0.1% | Reduced |
| Empower Advisory Group, LLC | 963 | $333.2K | 0.00% | −459−32.3% | Reduced |
| Equitable Holdings, Inc. | 957 | $331.1K | 0.00% | +957 | New |
| Northwest & Ethical Investments L.P. | 955 | $330.5K | 0.01% | +955 | New |
| Legacy Financial Advisors, Inc. | 953 | $329.8K | 0.06% | +39+4.3% | Added |
| Diversify Wealth Management, LLC | 920 | $329.6K | 0.03% | −174−15.9% | Reduced |
| Cobblestone Capital Advisors LLC | 951 | $329.0K | 0.02% | +3+0.3% | Added |
| Penserra Capital Management LLC | 940 | $325.0K | 0.01% | +14+1.5% | Added |
| Catalytic Wealth RIA, LLC | 939 | $324.9K | 0.06% | −50−5.1% | Reduced |
| Farther Finance Advisors, LLC | 936 | $323.8K | 0.01% | +154+19.7% | Added |
| waypoint wealth counsel | 927 | $320.7K | 0.22% | +32+3.6% | Added |
| Evergreen Capital Management LLC | 927 | $320.7K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 925 | $320.0K | 0.01% | −31−3.2% | Reduced |
| Todd Asset Management LLC | 921 | $318.7K | 0.01% | −6−0.6% | Reduced |
| Sabal Trust CO | 920 | $318.3K | 0.02% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 919 | $318.0K | 0.08% | 00.0% | Unchanged |
| American Trust | 916 | $316.9K | 0.03% | +23+2.6% | Added |
| Mainstay Capital Management LLC | 915 | $316.6K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 910 | $314.9K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 907 | $313.7K | 0.03% | −100−9.9% | Reduced |
| Old Mission Investment Co LLC | 905 | $313.1K | 0.10% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 901 | $311.7K | 0.02% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 900 | $311.4K | 0.22% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 900 | $311.4K | 0.07% | +900 | New |
| Ellevest, Inc. | 899 | $311.0K | 0.02% | +45+5.3% | Added |
| Westbourne Investment Advisors, Inc. | 900 | $311.0K | 0.11% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 891 | $310.6K | 0.12% | +891 | New |
| Asset Dedication, LLC | 892 | $308.6K | 0.02% | +69+8.4% | Added |
| Retirement Planning Group | 889 | $307.7K | 0.02% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 888 | $307.2K | 0.05% | −2−0.2% | Reduced |
| Hancock Whitney Corp | 886 | $306.5K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 886 | $306.5K | 0.02% | +28+3.3% | Added |
| Sterling Capital Management LLC | 886 | $306.5K | 0.00% | +886 | New |
| Cornerstone Wealth Group, LLC | 883 | $305.6K | 0.03% | +16+1.8% | Added |
| GAMMA Investing LLC | 880 | $304.5K | 0.03% | +388+78.9% | Added |
| TRUE Private Wealth Advisors | 878 | $303.9K | 0.04% | −14−1.6% | Reduced |
| Qtron Investments LLC | 877 | $303.4K | 0.04% | +877 | New |
| National Asset Management, Inc. | 872 | $301.8K | 0.01% | +170+24.2% | Added |
| Greenspring Advisors, LLC | 870 | $301.0K | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 865 | $299.3K | 0.01% | −9−1.0% | Reduced |
| Flower City Capital | 860 | $297.6K | 0.17% | +860 | New |
| Kohmann Bosshard Financial Services, LLC | 859 | $297.2K | 0.04% | 00.0% | Unchanged |
| Navellier & Associates Inc | 855 | $295.8K | 0.04% | 00.0% | Unchanged |
| Trust Point Inc. | 851 | $294.4K | 0.02% | +37+4.5% | Added |
| Guyasuta Investment Advisors Inc | 850 | $294.1K | 0.02% | +850 | New |
| Fiduciary Trust Co | 846 | $292.7K | 0.00% | +12+1.4% | Added |
| Nilsine Partners, LLC | 842 | $291.3K | 0.04% | −113−11.8% | Reduced |
| Avestar Capital, LLC | 839 | $290.3K | 0.03% | +839 | New |
| PDS Planning, Inc | 834 | $288.6K | 0.03% | +3+0.4% | Added |
| Choate Investment Advisors | 833 | $288.2K | 0.01% | +103+14.1% | Added |
| Great Valley Advisor Group, Inc. | 833 | $288.2K | 0.01% | +833 | New |
| Exchange Bank | 832 | $287.9K | 0.24% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 828 | $286.5K | 0.05% | +9+1.1% | Added |
| ASB Consultores, LLC | 824 | $285.1K | 0.11% | +13+1.6% | Added |
| AE Wealth Management LLC | 822 | $284.5K | 0.00% | −731−47.1% | Reduced |
| 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 |
| Oppenheimer & Co Inc | 816 | $282.3K | 0.00% | +20+2.5% | Added |
| Welch & Forbes LLC | 813 | $281.3K | 0.00% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 811 | $280.6K | 0.06% | +3+0.4% | Added |
| Connors Investor Services Inc | 800 | $276.8K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 799 | $276.0K | 0.00% | +46+6.1% | Added |
| Inspire Advisors, LLC | 796 | $275.4K | 0.03% | +6+0.8% | Added |
| Pensionmark Financial Group, LLC | 796 | $275.4K | 0.01% | +796 | New |
| LVW Advisors, LLC | 790 | $273.3K | 0.04% | +83+11.7% | Added |
| Caisse de Depot Et Placement du Quebec | 785 | $271.6K | 0.00% | −18−2.2% | Reduced |
| Vise Technologies, Inc. | 782 | $270.6K | 0.03% | +782 | New |
| Net Worth Advisory Group | 780 | $270.0K | 0.08% | +780 | New |
| Watts Gwilliam & Co., LLC | 762 | $269.7K | 0.06% | +762 | New |
| McLean Asset Management Corp | 774 | $269.6K | 0.08% | +5+0.7% | Added |
| L2 Asset Management, LLC | 779 | $269.5K | 0.07% | +27+3.6% | Added |
| Andina Capital Management, LLC | 777 | $268.8K | 0.20% | +13+1.7% | Added |
| Wrapmanager Inc | 776 | $268.5K | 0.07% | −254−24.7% | Reduced |
| Horizon Financial Services, LLC | 775 | $268.1K | 0.16% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 771 | $266.8K | 0.17% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 768 | $265.7K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 754 | $264.6K | 0.01% | +754 | New |
| Donaldson Capital Management, LLC | 760 | $263.1K | 0.01% | +760 | New |
| Central Trust Co | 760 | $263.0K | 0.01% | −28−3.6% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 759 | $262.6K | 0.07% | +759 | New |
| Global Wealth Management Investment Advisory, Inc. | 757 | $261.9K | 0.06% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 749 | $259.1K | 0.04% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 747 | $258.5K | 0.00% | −46−5.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 745 | $257.8K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 741 | $256.5K | 0.02% | +27+3.8% | Added |