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, Q4 2024
Institutional positions in Aon plc as of Dec 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
- 1,196
- +61 vs. Q3 2024
- Shares held
- 192.5M
- +2.06M (+1.1%) vs. Q3 2024
- Total value
- $69.1B
- +$3.12B (+4.7%) vs. Q3 2024
- New holders
- 143
- 418 more added
- Sold out
- 82
- 408 more reduced
14 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| High Note Wealth, LLC | 540 | $193.9K | 0.05% | +540 | New |
| Natural Investments, LLC | 559 | $200.0K | 0.06% | +559 | New |
| Carolina Wealth Advisors, LLC | 557 | $200.1K | 0.11% | 00.0% | Unchanged |
| Hilltop National Bank | 558 | $200.4K | 0.06% | +128+29.8% | Added |
| Marcum Wealth, LLC | 567 | $203.6K | 0.02% | +567 | New |
| D'Orazio & Associates, Inc. | 573 | $205.8K | 0.03% | +573 | New |
| Obsidian Personal Planning Solutions LLC | 555 | $205.8K | 0.10% | 00.0% | Unchanged |
| Onefund, LLC | 574 | $206.2K | 0.20% | +574 | New |
| Colonial Trust Advisors | 575 | $206.5K | 0.02% | 00.0% | Unchanged |
| Grove Street Fiduciary, LLC | 576 | $206.9K | 0.11% | +576 | New |
| Financial Advocates Investment Management | 576 | $206.9K | 0.01% | −448−43.8% | Reduced |
| Options Solutions, LLC | 578 | $207.6K | 0.09% | +578 | New |
| Cable Hill Partners, LLC | 579 | $208.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 580 | $208.3K | 0.02% | −114−16.4% | Reduced |
| IHT Wealth Management, LLC | 581 | $208.7K | 0.01% | −173−22.9% | Reduced |
| Acorn Creek Capital LLC | 585 | $210.0K | 0.11% | −1−0.2% | Reduced |
| Eastern Bank | 587 | $210.8K | 0.00% | +463+373.4% | Added |
| Legacy Advisors, LLC | 587 | $210.8K | 0.02% | +587 | New |
| Cromwell Holdings LLC | 588 | $211.2K | 0.12% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 588 | $211.2K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 590 | $211.9K | 0.00% | −296−33.4% | Reduced |
| Kolinsky Wealth Management, LLC | 595 | $213.7K | 0.13% | −108−15.4% | Reduced |
| Massmutual Trust Co FSB | 595 | $213.7K | 0.01% | +59+11.0% | Added |
| Insight Inv LLC | 597 | $214.4K | 0.15% | +597 | New |
| Sunpointe, LLC | 597 | $214.5K | 0.11% | −16−2.6% | Reduced |
| Fisher Asset Management, LLC | 597 | $214.7K | 0.00% | +597 | New |
| Fairfield Financial Advisors, LTD | 602 | $216.2K | 0.08% | −55−8.4% | Reduced |
| Canopy Partners, LLC | 603 | $216.6K | 0.08% | +603 | New |
| Donaldson Capital Management, LLC | 603 | $216.6K | 0.01% | −157−20.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 605 | $217.2K | 0.01% | +6+1.0% | Added |
| Verus Capital Partners, LLC | 605 | $217.3K | 0.02% | −15−2.4% | Reduced |
| McDonald Partners LLC | 608 | $218.4K | 0.06% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 608 | $218.4K | 0.01% | +21+3.6% | Added |
| KCM Investment Advisors LLC | 609 | $218.7K | 0.01% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 610 | $219.1K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 618 | $221.2K | 0.02% | 00.0% | Unchanged |
| Port Capital LLC | 619 | $222.0K | 0.01% | −15−2.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 618 | $222.0K | 0.05% | +618 | New |
| Hemenway Trust Co LLC | 624 | $224.1K | 0.02% | +24+4.0% | Added |
| Longboard Asset Management, LP | 624 | $224.1K | 0.59% | +624 | New |
| Kidder Stephen W | 625 | $224.5K | 0.07% | 00.0% | Unchanged |
| Westpac Banking Corp | 628 | $225.6K | 0.01% | −96−13.3% | Reduced |
| Waddell & Associates, LLC | 629 | $225.9K | 0.02% | 00.0% | Unchanged |
| Seeds Investor LLC | 633 | $227.5K | 0.06% | +21+3.4% | Added |
| National Asset Management, Inc. | 638 | $229.3K | 0.01% | −234−26.8% | Reduced |
| American Trust | 642 | $230.6K | 0.02% | −274−29.9% | Reduced |
| Chancellor Financial Group WB LP | 642 | $230.6K | 0.19% | +642 | New |
| Kingsview Wealth Management, LLC | 645 | $231.8K | 0.00% | +645 | New |
| Simplicity Wealth,LLC | 648 | $232.7K | 0.05% | −10−1.5% | Reduced |
| Goldstream Capital Management Ltd | 649 | $233.1K | 0.10% | −605−48.2% | Reduced |
| Uhlmann Price Securities, LLC | 651 | $233.8K | 0.18% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 653 | $234.5K | 0.03% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 653 | $234.7K | 0.06% | +1+0.2% | Added |
| Armis Advisers, LLC | 653 | $234.7K | 0.03% | +653 | New |
| Alteri Wealth LLC | 654 | $234.9K | 0.07% | +654 | New |
| Aspen Grove Capital, LLC | 655 | $235.3K | 0.05% | −156−19.2% | Reduced |
| Summit Financial, LLC | 655 | $235.3K | 0.01% | +44+7.2% | Added |
| Norden Group LLC | 656 | $235.8K | 0.03% | +71+12.1% | Added |
| Essex LLC | 658 | $236.3K | 0.05% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 659 | $236.7K | 0.18% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 660 | $237.0K | 0.18% | +660 | New |
| Wrapmanager Inc | 661 | $237.4K | 0.06% | −115−14.8% | Reduced |
| Ci Investments Inc. | 663 | $238.0K | 0.00% | −136−17.0% | Reduced |
| Fragasso Group Inc. | 664 | $238.5K | 0.02% | +17+2.6% | Added |
| Signature Estate & Investment Advisors LLC | 664 | $238.5K | 0.01% | +5+0.8% | Added |
| Asset Dedication, LLC | 671 | $241.0K | 0.02% | −221−24.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 673 | $241.7K | 0.01% | +33+5.2% | Added |
| GWN Securities Inc. | 655 | $241.8K | 0.06% | +655 | New |
| Dover Advisors, LLC | 675 | $242.4K | 0.14% | 00.0% | Unchanged |
| Carr Financial Group Corp | 676 | $242.8K | 0.08% | 00.0% | Unchanged |
| HCR Wealth Advisors | 677 | $243.2K | 0.03% | +1+0.1% | Added |
| Integrated Advisors Network LLC | 678 | $243.4K | 0.01% | −57−7.8% | Reduced |
| EverSource Wealth Advisors, LLC | 682 | $245.1K | 0.01% | +14+2.1% | Added |
| NovaPoint Capital, LLC | 685 | $246.0K | 0.08% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 639 | $247.3K | 0.03% | +43+7.2% | Added |
| Granite Group Advisors, LLC | 689 | $247.5K | 0.16% | −297−30.1% | Reduced |
| City National Bank of Florida | 689 | $247.5K | 0.23% | +689 | New |
| Alpha Family Trust | 690 | $247.8K | 0.14% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 691 | $248.2K | 0.03% | +691 | New |
| Adviser Investments LLC | 695 | $249.5K | 0.00% | +695 | New |
| McLean Asset Management Corp | 696 | $249.8K | 0.08% | −78−10.1% | Reduced |
| WMS Partners, LLC | 697 | $250.3K | 0.01% | −24−3.3% | Reduced |
| Benjamin Edwards Inc | 697 | $250.9K | 0.00% | +50+7.7% | Added |
| FSM Wealth Advisors, LLC | 682 | $250.9K | 0.06% | +39+6.1% | Added |
| Alta Advisers Ltd | 710 | $255.0K | 0.16% | +110+18.3% | Added |
| Clifford Group, LLC | 710 | $255.1K | 0.19% | 00.0% | Unchanged |
| Camden National Bank | 714 | $256.4K | 0.04% | +14+2.0% | Added |
| Main Street Research LLC | 720 | $258.6K | 0.02% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 723 | $259.7K | 0.21% | −54−6.9% | Reduced |
| River Wealth Advisors LLC | 727 | $261.1K | 0.03% | +1+0.1% | Added |
| Venture Visionary Partners LLC | 727 | $261.2K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 730 | $262.2K | 0.00% | −17−2.3% | Reduced |
| True North Advisors, LLC | 731 | $262.5K | 0.06% | +91+14.2% | Added |
| Lansing Street Advisors | 734 | $263.6K | 0.09% | +150+25.7% | Added |
| Leslie Global Wealth, LLC | 737 | $264.7K | 0.12% | +6+0.8% | Added |
| One Wealth Advisors, LLC | 737 | $264.7K | 0.04% | +89+13.7% | Added |
| Watts Gwilliam & Co., LLC | 762 | $265.5K | 0.06% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 741 | $266.1K | 0.05% | +74+11.1% | Added |
| New Capital Management LP | 741 | $266.1K | 0.08% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 745 | $267.6K | 0.02% | 00.0% | Unchanged |