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 | 1,266 | $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, 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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 4,899 | $1.76M | 0.02% | +582+13.5% | Added |
| Avantax Advisory Services, Inc. | 4,935 | $1.77M | 0.01% | −4,248−46.3% | Reduced |
| Applied Finance Capital Management, LLC | 4,955 | $1.78M | 0.08% | +176+3.7% | Added |
| Empowered Funds, LLC | 4,969 | $1.78M | 0.03% | +1,114+28.9% | Added |
| Cohen Klingenstein LLC | 5,000 | $1.80M | 0.06% | 00.0% | Unchanged |
| Barings LLC | 5,035 | $1.81M | 0.04% | −502−9.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,112 | $1.81M | 0.02% | +1,023+25.0% | Added |
| Triumph Capital Management | 5,049 | $1.81M | 0.62% | −1,000−16.5% | Reduced |
| Voleon Capital Management LP | 5,188 | $1.86M | 0.14% | +5,188 | New |
| Caldwell Trust Co | 5,200 | $1.87M | 0.20% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,239 | $1.88M | 0.01% | −12,660−70.7% | Reduced |
| Tyler-Stone Wealth Management | 5,241 | $1.88M | 0.33% | 00.0% | Unchanged |
| Welch Group, LLC | 5,272 | $1.89M | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co | 5,307 | $1.91M | 0.03% | +41+0.8% | Added |
| HB Wealth Management, LLC | 5,313 | $1.91M | 0.02% | +67+1.3% | Added |
| Everence Capital Management Inc | 5,370 | $1.93M | 0.13% | +2,810+109.8% | Added |
| Atria Investments LLC | 5,383 | $1.93M | 0.02% | −362−6.3% | Reduced |
| Integrated Wealth Concepts LLC | 5,430 | $1.95M | 0.02% | +162+3.1% | Added |
| Tokio Marine Asset Management Co Ltd | 5,467 | $1.96M | 0.07% | +194+3.7% | Added |
| First Hawaiian Bank | 5,481 | $1.97M | 0.06% | −1,083−16.5% | Reduced |
| Private Advisor Group, LLC | 5,491 | $1.97M | 0.01% | −110−2.0% | Reduced |
| Fischer Financial Services, Inc. | 5,560 | $2.00M | 0.63% | +5,560 | New |
| United Capital Financial Advisers, LLC | 5,625 | $2.02M | 0.02% | +520+10.2% | Added |
| Jefferies Financial Group Inc. | 5,664 | $2.03M | 0.02% | −18,595−76.7% | Reduced |
| Park Avenue Securities LLC | 5,691 | $2.04M | 0.02% | +3,858+210.5% | Added |
| Mesirow Financial Investment Management, Inc. | 5,695 | $2.05M | 0.04% | −308−5.1% | Reduced |
| Ascent Group, LLC | 5,718 | $2.05M | 0.15% | −260−4.3% | Reduced |
| Salvus Wealth Management, LLC | 5,718 | $2.05M | 1.31% | −59−1.0% | Reduced |
| Bryn Mawr Trust Co | 5,749 | $2.06M | 0.04% | +86+1.5% | Added |
| Coldstream Capital Management Inc | 5,894 | $2.12M | 0.05% | +238+4.2% | Added |
| Allstate Corp | 5,928 | $2.13M | 0.06% | +5,928 | New |
| Sompo Asset Management Co., Ltd. | 5,960 | $2.14M | 0.36% | −280−4.5% | Reduced |
| Ancora Advisors, LLC | 6,020 | $2.16M | 0.05% | −17−0.3% | Reduced |
| WoodTrust Financial Corp | 6,085 | $2.19M | 0.31% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,088 | $2.19M | 0.10% | −123−2.0% | Reduced |
| Romano Brothers and Company | 6,131 | $2.20M | 0.28% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 6,126 | $2.21M | 0.16% | +1,340+28.0% | Added |
| Aire Advisors, LLC | 6,223 | $2.24M | 0.46% | +25+0.4% | Added |
| Brown Advisory Inc | 6,263 | $2.25M | 0.00% | −77−1.2% | Reduced |
| Larson Financial Group LLC | 6,457 | $2.32M | 0.12% | +747+13.1% | Added |
| Lafayette Investments, Inc. | 6,488 | $2.33M | 0.50% | −80−1.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 6,558 | $2.36M | 0.01% | −6,957−51.5% | Reduced |
| Agf Management Ltd | 6,590 | $2.37M | 0.01% | −2,374−26.5% | Reduced |
| Rothschild Investment LLC | 6,704 | $2.41M | 0.16% | −998−13.0% | Reduced |
| Acadian Asset Management LLC | 6,731 | $2.41M | 0.01% | −11,423−62.9% | Reduced |
| Mitchell Capital Management Co | 6,742 | $2.42M | 0.42% | −121−1.8% | Reduced |
| RSM US Wealth Management LLC | 6,765 | $2.42M | 0.03% | −1,053−13.5% | Reduced |
| Lido Advisors, LLC | 6,756 | $2.43M | 0.02% | +1,264+23.0% | Added |
| Lindbrook Capital, LLC | 6,780 | $2.44M | 0.22% | −1,334−16.4% | Reduced |
| Schechter Investment Advisors, LLC | 6,790 | $2.44M | 0.19% | +139+2.1% | Added |
| Anchor Capital Advisors LLC | 6,878 | $2.47M | 0.07% | −498−6.8% | Reduced |
| Siemens Fonds Invest GmbH | 7,032 | $2.52M | 0.26% | +227+3.3% | Added |
| Zions Bancorporation, N.A. | 7,068 | $2.54M | 0.16% | +2,722+62.6% | Added |
| Nomura Holdings Inc | 7,127 | $2.56M | 0.01% | +7,127 | New |
| Beacon Financial Group | 7,158 | $2.57M | 0.28% | −106−1.5% | Reduced |
| Equitable Trust Co | 7,177 | $2.58M | 0.14% | −3,507−32.8% | Reduced |
| Axxcess Wealth Management, LLC | 7,190 | $2.58M | 0.06% | +617+9.4% | Added |
| Illinois Municipal Retirement Fund | 7,257 | $2.61M | 0.04% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 7,272 | $2.61M | 0.09% | +776+11.9% | Added |
| Brighton Jones LLC | 7,279 | $2.61M | 0.08% | −1,162−13.8% | Reduced |
| Prudential PLC | 7,376 | $2.65M | 0.01% | +3,489+89.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,456 | $2.68M | 0.07% | −369−4.7% | Reduced |
| QRG Capital Management, Inc. | 7,528 | $2.70M | 0.03% | +1,052+16.2% | Added |
| Los Angeles Capital Management LLC | 7,558 | $2.71M | 0.01% | +1,754+30.2% | Added |
| Fiduciary Alliance LLC | 7,573 | $2.72M | 0.27% | +7,573 | New |
| Keybank National Association | 7,665 | $2.75M | 0.01% | +196+2.6% | Added |
| Crossmark Global Holdings, Inc. | 7,691 | $2.76M | 0.05% | −2,402−23.8% | Reduced |
| South Dakota Investment Council | 7,770 | $2.79M | 0.06% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 7,332 | $2.82M | 0.81% | −2,004−21.5% | Reduced |
| Passumpsic Savings Bank | 8,061 | $2.90M | 1.81% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,134 | $2.92M | 0.03% | −5,007−38.1% | Reduced |
| MV Capital Management, Inc. | 8,236 | $2.96M | 0.32% | −16−0.2% | Reduced |
| Vinva Investment Management Ltd | 8,296 | $2.97M | 0.12% | +13+0.2% | Added |
| Capital Group Investment Management Pte. Ltd. | 8,348 | $3.00M | 0.57% | +383+4.8% | Added |
| Alps Advisors Inc | 8,434 | $3.03M | 0.02% | −28−0.3% | Reduced |
| Gabelli Funds LLC | 8,440 | $3.03M | 0.02% | +8,440 | New |
| Cambridge Investment Research Advisors, Inc. | 8,456 | $3.04M | 0.01% | +325+4.0% | Added |
| Exencial Wealth Advisors, LLC | 8,535 | $3.07M | 0.11% | +115+1.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,664 | $3.11M | 0.01% | −1,159−11.8% | Reduced |
| Progressive Investment Management Corp | 8,771 | $3.15M | 0.81% | −192−2.1% | Reduced |
| Jensen Investment Management Inc | 8,830 | $3.17M | 0.03% | +70+0.8% | Added |
| MAI Capital Management | 8,838 | $3.17M | 0.02% | −116−1.3% | Reduced |
| Assetmark, Inc | 8,942 | $3.21M | 0.01% | +898+11.2% | Added |
| Cary Street Partners Financial LLC | 8,986 | $3.23M | 0.10% | +8,986 | New |
| Bridgewater Associates, LP | 9,087 | $3.26M | 0.01% | −41,403−82.0% | Reduced |
| Resources Investment Advisors, LLC. | 9,089 | $3.26M | 0.04% | −701−7.2% | Reduced |
| MidWestOne Financial Group, Inc. | 9,103 | $3.27M | 0.46% | 00.0% | Unchanged |
| Norinchukin Bank, The | 9,162 | $3.29M | 0.07% | +523+6.1% | Added |
| Kampmann Melissa S. | 9,220 | $3.31M | 2.61% | −795−7.9% | Reduced |
| Kathmere Capital Management, LLC | 9,447 | $3.39M | 0.30% | +20+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 9,450 | $3.39M | 0.27% | −1,889−16.7% | Reduced |
| Busey Wealth Management | 9,545 | $3.43M | 0.11% | +6+0.1% | Added |
| Edgestream Partners, L.P. | 9,623 | $3.46M | 0.15% | +8,223+587.4% | Added |
| Thrivent Financial for Lutherans | 9,590 | $3.47M | 0.01% | −346−3.5% | Reduced |
| Crestwood Advisors Group LLC | 9,745 | $3.50M | 0.07% | +7+0.1% | Added |
| Ostrum Asset Management | 9,831 | $3.53M | 0.31% | −266−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,995 | $3.55M | 0.01% | −439−4.2% | Reduced |
| Metis Global Partners, LLC | 9,944 | $3.57M | 0.11% | +1,421+16.7% | Added |
| Union Heritage Capital, LLC | 9,967 | $3.58M | 1.32% | 00.0% | Unchanged |
| CX Institutional | 9,996 | $3.59M | 0.14% | −430−4.1% | Reduced |