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, Q1 2025
Institutional positions in Aon plc as of Mar 31, 2025. 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
- 1,275
- +99 vs. Q4 2024
- Shares held
- 193.6M
- +2.23M (+1.2%) vs. Q4 2024
- Total value
- $77.1B
- +$8.37B (+12.2%) vs. Q4 2024
- New holders
- 168
- 469 more added
- Sold out
- 69
- 398 more reduced
19 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 920 | $367.4K | 0.02% | +238+34.9% | Added |
| Chicago Partners Investment Group LLC | 1,026 | $369.1K | 0.01% | +113+12.4% | Added |
| Argent Trust Co | 925 | $369.2K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 932 | $372.0K | 0.03% | +44+5.0% | Added |
| Dark Forest Capital Management LP | 934 | $372.8K | 0.02% | +934 | New |
| Retirement Planning Group | 934 | $372.9K | 0.02% | +42+4.7% | Added |
| waypoint wealth counsel | 937 | $374.0K | 0.23% | +3+0.3% | Added |
| Fiduciary Trust Co | 943 | $376.3K | 0.00% | +2+0.2% | Added |
| Choate Investment Advisors | 945 | $377.1K | 0.01% | +30+3.3% | Added |
| Cooper Financial Group | 945 | $377.2K | 0.05% | +47+5.2% | Added |
| Keel Point, LLC | 946 | $377.7K | 0.03% | +167+21.4% | Added |
| Empower Advisory Group, LLC | 952 | $379.9K | 0.00% | −20−2.1% | Reduced |
| West Paces Advisors Inc. | 959 | $382.7K | 0.09% | −926−49.1% | Reduced |
| Federated Hermes, Inc. | 959 | $382.7K | 0.00% | −17,760−94.9% | Reduced |
| PDS Planning, Inc | 965 | $385.1K | 0.03% | +113+13.3% | Added |
| Legacy Financial Advisors, Inc. | 966 | $385.6K | 0.06% | +45+4.9% | Added |
| JFS Wealth Advisors, LLC | 967 | $385.9K | 0.03% | −58−5.7% | Reduced |
| Smith, Moore & Co. | 968 | $386.3K | 0.04% | 00.0% | Unchanged |
| City National Bank of Florida | 969 | $386.7K | 0.35% | +280+40.6% | Added |
| Smith Chas P & Associates Pa Cpas | 979 | $390.7K | 0.02% | +14+1.5% | Added |
| Evergreen Capital Management LLC | 979 | $390.7K | 0.01% | +51+5.5% | Added |
| Creekside Partners | 982 | $391.9K | 0.21% | 00.0% | Unchanged |
| Lansing Street Advisors | 983 | $392.3K | 0.13% | +249+33.9% | Added |
| ICONIQ Capital, LLC | 988 | $394.3K | 0.01% | +202+25.7% | Added |
| Wealthstream Advisors, Inc. | 989 | $394.7K | 0.07% | −19−1.9% | Reduced |
| Forum Financial Management, LP | 990 | $395.1K | 0.01% | +40+4.2% | Added |
| Quarry LP | 999 | $398.7K | 0.10% | +999 | New |
| First National Bank & Trust Co of Newtown | 1,000 | $399.1K | 0.08% | +1,000 | New |
| Optimum Investment Advisors | 1,000 | $399.1K | 0.19% | 00.0% | Unchanged |
| Wexford Capital LP | 1,000 | $399.1K | 0.10% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,008 | $402.3K | 0.01% | +335+49.8% | Added |
| Alta Advisers Ltd | 1,010 | $403.1K | 0.17% | +300+42.3% | Added |
| Brookstone Capital Management | 1,020 | $407.1K | 0.01% | +103+11.2% | Added |
| Forte Capital LLC | 1,028 | $410.3K | 0.05% | −61−5.6% | Reduced |
| MPS Loria Financial Planners, LLC | 1,030 | $411.1K | 0.12% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,030 | $411.1K | 0.07% | +12+1.2% | Added |
| FDx Advisors, Inc. | 1,032 | $412.0K | 0.13% | −55−5.1% | Reduced |
| Bowen Hanes & Co Inc | 1,035 | $413.1K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,040 | $415.1K | 0.03% | +130+14.3% | Added |
| Gitterman Wealth Management, LLC | 1,042 | $416.0K | 0.11% | −993−48.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,050 | $419.0K | 0.11% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,052 | $419.8K | 0.05% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 1,053 | $420.2K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,057 | $421.8K | 0.06% | +32+3.1% | Added |
| J.Safra Asset Management Corp | 1,073 | $428.2K | 0.03% | +455+73.6% | Added |
| Howard Capital Management Inc. | 1,079 | $430.6K | 0.01% | −167−13.4% | Reduced |
| Proficio Capital Partners LLC | 1,080 | $431.2K | 0.03% | −8−0.7% | Reduced |
| Sandy Cove Advisors, LLC | 1,094 | $436.7K | 0.18% | +90+9.0% | Added |
| Nwam LLC | 1,104 | $440.6K | 0.04% | +4+0.4% | Added |
| Csenge Advisory Group | 1,200 | $440.9K | 0.03% | −179−13.0% | Reduced |
| Trust Co of Virginia | 1,115 | $445.0K | 0.04% | 00.0% | Unchanged |
| Weaver Consulting Group | 1,115 | $445.0K | 0.13% | 00.0% | Unchanged |
| FreeGulliver LLC | 1,118 | $446.2K | 0.23% | +5+0.4% | Added |
| Annandale Capital, LLC | 1,123 | $448.0K | 0.08% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 1,127 | $449.8K | 0.06% | −100−8.1% | Reduced |
| Sherbrooke Park Advisers LLC | 1,129 | $450.6K | 0.21% | +1,129 | New |
| Thoroughbred Financial Services, LLC | 1,135 | $452.0K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 1,133 | $452.2K | 0.06% | 00.0% | Unchanged |
| New World Advisors LLC | 1,135 | $453.0K | 0.10% | +1,135 | New |
| State of Wyoming | 1,147 | $457.8K | 0.06% | −170−12.9% | Reduced |
| O'Brien Greene & Co. Inc | 1,151 | $459.4K | 0.15% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,155 | $460.9K | 0.17% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,166 | $465.3K | 0.02% | +1,129+3,051.4% | Added |
| IFC Advisors LLC | 1,168 | $466.1K | 0.10% | −117−9.1% | Reduced |
| Essex Financial Services, Inc. | 1,170 | $466.9K | 0.03% | −11−0.9% | Reduced |
| FineMark National Bank & Trust | 1,171 | $467.3K | 0.02% | −25−2.1% | Reduced |
| Sapient Capital LLC | 1,188 | $474.1K | 0.01% | −42−3.4% | Reduced |
| HC Advisors, LLC | 1,199 | $478.5K | 0.36% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,200 | $478.9K | 0.09% | +30+2.6% | Added |
| Sym Financial Corp | 1,202 | $479.7K | 0.06% | +8+0.7% | Added |
| J.W. Cole Advisors, Inc. | 1,204 | $480.5K | 0.01% | +213+21.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,206 | $481.0K | 0.01% | +378+45.7% | Added |
| Sargent Investment Group, LLC | 1,209 | $482.5K | 0.08% | +158+15.0% | Added |
| Shelton Capital Management | 1,210 | $482.9K | 0.01% | −20−1.6% | Reduced |
| Focused Wealth Management, Inc | 1,214 | $484.5K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,227 | $489.7K | 0.24% | +48+4.1% | Added |
| Ashton Thomas Private Wealth, LLC | 1,228 | $490.1K | 0.02% | −53−4.1% | Reduced |
| Kestra Private Wealth Services, LLC | 1,238 | $494.1K | 0.01% | −74−5.6% | Reduced |
| Bradley Foster & Sargent Inc | 1,239 | $494.5K | 0.01% | −8−0.6% | Reduced |
| Central Trust Co | 1,240 | $494.9K | 0.01% | +138+12.5% | Added |
| Wrapmanager Inc | 1,240 | $494.9K | 0.13% | +579+87.6% | Added |
| Aaron Wealth Advisors | 1,253 | $500.1K | 0.06% | +100+8.7% | Added |
| RDA Financial Network | 1,261 | $503.3K | 0.15% | +10+0.8% | Added |
| Perpetual Ltd | 1,261 | $503.3K | 0.01% | +53+4.4% | Added |
| Farther Finance Advisors, LLC | 1,265 | $504.6K | 0.01% | +261+26.0% | Added |
| Cardiff Park Advisors, LLC | 1,266 | $505.2K | 0.05% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,273 | $508.0K | 0.02% | −8,350−86.8% | Reduced |
| Visionary Wealth Advisors | 1,281 | $511.2K | 0.03% | +15+1.2% | Added |
| Fortis Capital Management LLC | 1,291 | $515.2K | 0.10% | −12,329−90.5% | Reduced |
| Mayflower Financial Advisors, LLC | 1,299 | $518.4K | 0.08% | −5−0.4% | Reduced |
| Clarius Group, LLC | 1,325 | $528.8K | 0.03% | −12−0.9% | Reduced |
| North Star Investment Management Corp. | 1,335 | $532.7K | 0.04% | −30−2.2% | Reduced |
| Newton One Investments LLC | 1,335 | $533.0K | 0.19% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,338 | $534.0K | 0.03% | −262−16.4% | Reduced |
| Northstar Asset Management LLC | 1,350 | $538.8K | 0.13% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,352 | $539.6K | 0.06% | −42−3.0% | Reduced |
| Amplius Wealth Advisors, LLC | 1,354 | $540.3K | 0.06% | +47+3.6% | Added |
| Waldron Private Wealth LLC | 1,364 | $544.4K | 0.03% | −2,106−60.7% | Reduced |
| Prairie Wealth Advisors, Inc. | 1,366 | $545.2K | 0.27% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 1,368 | $546.0K | 0.30% | +375+37.8% | Added |