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 |
|---|---|---|---|---|---|
| BlackDiamond Wealth Management Inc. | 1,035 | $371.7K | 0.21% | −57−5.2% | Reduced |
| Bowen Hanes & Co Inc | 1,035 | $371.7K | 0.01% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 1,030 | $369.9K | 0.11% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,026 | $368.4K | 0.02% | +48+4.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,025 | $368.1K | 0.06% | −574−35.9% | Reduced |
| JFS Wealth Advisors, LLC | 1,025 | $368.1K | 0.03% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,018 | $365.6K | 0.06% | −8−0.8% | Reduced |
| Diversify Wealth Management, LLC | 1,045 | $365.2K | 0.03% | +125+13.6% | Added |
| Wealthstream Advisors, Inc. | 1,008 | $362.0K | 0.07% | +180+21.7% | Added |
| Sandy Cove Advisors, LLC | 1,004 | $360.7K | 0.14% | +34+3.5% | Added |
| Farther Finance Advisors, LLC | 1,004 | $360.6K | 0.01% | +68+7.3% | Added |
| Nicolet Bankshares Inc | 1,000 | $359.2K | 0.08% | −3,750−78.9% | Reduced |
| Wexford Capital LP | 1,000 | $359.2K | 0.09% | −100−9.1% | Reduced |
| Optimum Investment Advisors | 1,000 | $359.2K | 0.16% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 1,000 | $359.2K | 0.18% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $359.2K | 0.02% | +1,000 | New |
| Roehl & Yi Investment Advisors, LLC | 993 | $356.6K | 0.20% | +993 | New |
| Vise Technologies, Inc. | 992 | $356.3K | 0.03% | +210+26.9% | Added |
| J.W. Cole Advisors, Inc. | 991 | $356.0K | 0.01% | +12+1.2% | Added |
| Creekside Partners | 982 | $352.7K | 0.18% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 982 | $352.7K | 0.08% | −10−1.0% | Reduced |
| Avestar Capital, LLC | 979 | $351.6K | 0.03% | +140+16.7% | Added |
| Empower Advisory Group, LLC | 972 | $349.1K | 0.00% | +9+0.9% | Added |
| Smith, Moore & Co. | 968 | $347.7K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 966 | $346.9K | 0.01% | −84−8.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 965 | $346.6K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 965 | $346.6K | 0.00% | +8+0.8% | Added |
| Cobblestone Capital Advisors LLC | 951 | $341.6K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 950 | $341.2K | 0.01% | +40+4.4% | Added |
| Paradigm Financial Partners, LLC | 949 | $340.8K | 0.04% | +949 | New |
| Trust Point Inc. | 947 | $340.1K | 0.02% | +96+11.3% | Added |
| Maven Securities LTD | 941 | $338.0K | 0.05% | −553−37.0% | Reduced |
| Fiduciary Trust Co | 941 | $338.0K | 0.00% | +95+11.2% | Added |
| waypoint wealth counsel | 934 | $335.5K | 0.22% | +7+0.8% | Added |
| Evergreen Capital Management LLC | 928 | $333.3K | 0.01% | +1+0.1% | Added |
| Argent Trust Co | 925 | $332.2K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 966 | $332.0K | 0.02% | −46−4.5% | Reduced |
| Todd Asset Management LLC | 921 | $330.9K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 921 | $330.8K | 0.05% | −32−3.4% | Reduced |
| Sabal Trust CO | 920 | $330.4K | 0.02% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 919 | $330.1K | 0.08% | 00.0% | Unchanged |
| Brookstone Capital Management | 917 | $329.4K | 0.00% | −66−6.7% | Reduced |
| Choate Investment Advisors | 915 | $328.6K | 0.01% | +82+9.8% | Added |
| Ellevest, Inc. | 910 | $326.8K | 0.02% | +11+1.2% | Added |
| Old Mission Investment Co LLC | 905 | $325.0K | 0.10% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 901 | $323.6K | 0.02% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 900 | $323.2K | 0.04% | −500−35.7% | Reduced |
| RiverGlades Family Offices LLC | 900 | $323.2K | 0.23% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 900 | $323.0K | 0.11% | 00.0% | Unchanged |
| Cooper Financial Group | 898 | $322.6K | 0.04% | −1,534−63.1% | Reduced |
| Chicago Partners Investment Group LLC | 913 | $321.8K | 0.01% | +310+51.4% | Added |
| Retirement Planning Group | 892 | $320.5K | 0.02% | +3+0.3% | Added |
| Catalytic Wealth RIA, LLC | 892 | $320.4K | 0.06% | −47−5.0% | Reduced |
| Cornerstone Wealth Group, LLC | 888 | $319.0K | 0.03% | +5+0.6% | Added |
| Van Hulzen Asset Management, LLC | 881 | $316.4K | 0.02% | −38,101−97.7% | Reduced |
| Norris Perne & French LLP | 880 | $316.1K | 0.02% | −190−17.8% | Reduced |
| Tanager Wealth Management LLP | 879 | $315.7K | 0.04% | −504−36.4% | Reduced |
| Greenspring Advisors, LLC | 870 | $312.5K | 0.07% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 864 | $310.5K | 0.04% | −14−1.6% | Reduced |
| ASB Consultores, LLC | 863 | $310.0K | 0.13% | +39+4.7% | Added |
| Flower City Capital | 860 | $308.9K | 0.19% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 859 | $308.5K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 858 | $308.4K | 0.01% | +25+3.0% | Added |
| Pinnacle Associates Ltd | 853 | $306.4K | 0.00% | −537−38.6% | Reduced |
| PDS Planning, Inc | 852 | $306.0K | 0.03% | +18+2.2% | Added |
| Guyasuta Investment Advisors Inc | 850 | $305.3K | 0.02% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 850 | $305.3K | 0.03% | +8+1.0% | Added |
| Broadway Wealth Solutions, Inc. | 835 | $299.9K | 0.23% | +835 | New |
| Exchange Bank | 833 | $299.2K | 0.24% | +1+0.1% | Added |
| Cynosure Management, LLC | 829 | $297.7K | 0.04% | −307−27.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 828 | $297.0K | 0.00% | +828 | New |
| Flow Traders U.S. LLC | 824 | $296.0K | 0.01% | +824 | New |
| Heritage Wealth Advisors | 822 | $295.2K | 0.01% | +3+0.4% | Added |
| Two Sigma Securities, LLC | 821 | $294.9K | 0.05% | +821 | New |
| Welch & Forbes LLC | 815 | $292.7K | 0.00% | +2+0.2% | Added |
| Advisor OS, LLC | 811 | $291.3K | 0.03% | −232−22.2% | Reduced |
| L2 Asset Management, LLC | 810 | $290.9K | 0.06% | +31+4.0% | Added |
| Connors Investor Services Inc | 800 | $287.3K | 0.03% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 796 | $285.9K | 0.03% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 790 | $283.7K | 0.03% | +41+5.5% | Added |
| Ronald Blue Trust, Inc. | 790 | $283.6K | 0.00% | −358−31.2% | Reduced |
| AE Wealth Management LLC | 787 | $282.8K | 0.00% | −35−4.3% | Reduced |
| ICONIQ Capital, LLC | 786 | $282.3K | 0.00% | +786 | New |
| Genesis Private Wealth, LLC | 783 | $281.2K | 0.15% | +783 | New |
| Diversify Advisory Services, LLC | 802 | $280.4K | 0.02% | +802 | New |
| Intrust Bank NA | 780 | $280.1K | 0.03% | +89+12.9% | Added |
| Keel Point, LLC | 779 | $279.9K | 0.02% | +38+5.1% | Added |
| Horizon Financial Services, LLC | 775 | $278.3K | 0.16% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 768 | $275.8K | 0.17% | −3−0.4% | Reduced |
| Flaharty Asset Management, LLC | 768 | $275.8K | 0.04% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 766 | $275.1K | 0.16% | +766 | New |
| Dynamic Financial Group | 762 | $273.7K | 0.28% | +762 | New |
| Quadcap Wealth Management, LLC | 761 | $273.3K | 0.04% | −127−14.3% | Reduced |
| Net Worth Advisory Group | 759 | $272.7K | 0.08% | −21−2.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 757 | $271.9K | 0.06% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 753 | $270.4K | 0.13% | +753 | New |
| Penobscot Investment Management Company, Inc. | 745 | $267.6K | 0.02% | 00.0% | Unchanged |
| New Capital Management LP | 741 | $266.1K | 0.08% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 741 | $266.1K | 0.05% | +74+11.1% | Added |
| Watts Gwilliam & Co., LLC | 762 | $265.5K | 0.06% | 00.0% | Unchanged |