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 2026
Institutional positions in Aon plc as of Mar 31, 2026. 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
- 1,266
- −3 vs. Q4 2025
- Shares held
- 187.6M
- +22.2M (+13.4%) vs. Q4 2025
- Total value
- $60.6B
- +$2.27B (+3.9%) vs. Q4 2025
- New holders
- 142
- 485 more added
- Sold out
- 145
- 417 more reduced
20 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 747 | $241.0K | 0.01% | −62−7.7% | Reduced |
| Paradigm Financial Partners, LLC | 747 | $241.1K | 0.04% | −152−16.9% | Reduced |
| Root Financial Partners, LLC | 747 | $241.1K | 0.01% | +434+138.7% | Added |
| Castleview Partners, LLC | 751 | $242.4K | 0.12% | −159−17.5% | Reduced |
| Garrison Point Advisors, LLC | 753 | $243.1K | 0.11% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 780 | $243.8K | 0.02% | +780 | New |
| West Paces Advisors Inc. | 759 | $245.0K | 0.05% | −100−11.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 760 | $245.3K | 0.04% | +3+0.4% | Added |
| Dynamic Financial Group | 762 | $246.0K | 0.20% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 764 | $246.6K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 765 | $246.9K | 0.05% | +77+11.2% | Added |
| BlueSky Wealth Advisors, LLC | 765 | $246.9K | 0.03% | +765 | New |
| Flaharty Asset Management, LLC | 768 | $247.9K | 0.03% | 00.0% | Unchanged |
| Armis Advisers, LLC | 798 | $248.1K | 0.02% | +798 | New |
| Wealth Alliance | 770 | $248.5K | 0.02% | +26+3.5% | Added |
| Horizon Financial Services, LLC | 771 | $248.9K | 0.11% | 00.0% | Unchanged |
| Essential Partners LLC | 771 | $248.9K | 0.08% | +541+235.2% | Added |
| FSM Wealth Advisors, LLC | 771 | $249.0K | 0.03% | −47−5.7% | Reduced |
| TRUE Private Wealth Advisors | 777 | $250.9K | 0.02% | +31+4.2% | Added |
| Adviser Investments LLC | 780 | $251.8K | 0.00% | −733−48.4% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 784 | $253.1K | 0.07% | +784 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 790 | $255.0K | 0.02% | +7+0.9% | Added |
| Cypress Wealth Services, LLC | 793 | $256.0K | 0.04% | +218+37.9% | Added |
| One Wealth Advisors, LLC | 794 | $256.3K | 0.03% | +33+4.3% | Added |
| E Fund Management Co., Ltd. | 795 | $256.6K | 0.01% | +795 | New |
| Fukoku Mutual Life Insurance Co | 796 | $256.9K | 0.02% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 799 | $257.9K | 0.02% | −735−47.9% | Reduced |
| Connors Investor Services Inc | 800 | $258.2K | 0.02% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 807 | $260.2K | 0.04% | −1,592−66.4% | Reduced |
| Inspire Advisors, LLC | 807 | $260.5K | 0.02% | +17+2.2% | Added |
| Auxano Advisors, LLC | 808 | $260.8K | 0.05% | +808 | New |
| Genesis Private Wealth, LLC | 809 | $261.1K | 0.08% | +165+25.6% | Added |
| Capital Performance Advisors LLP | 811 | $261.8K | 0.02% | +811 | New |
| Financial Solutions Advisory Group, Inc. | 812 | $262.1K | 0.04% | +812 | New |
| Heritage Wealth Advisors | 816 | $263.4K | 0.01% | +13+1.6% | Added |
| Ehrenkranz Partners L.P. | 821 | $265.0K | 0.21% | −60−6.8% | Reduced |
| TRB Wealth Management, LLC | 824 | $266.0K | 0.04% | +824 | New |
| Cardinal Point Capital Management, ULC | 836 | $269.9K | 0.02% | +836 | New |
| Community Bank & Trust, Waco, Texas | 841 | $271.0K | 0.05% | +60+7.7% | Added |
| Abacus Planning Group, Inc. | 845 | $272.7K | 0.04% | −1−0.1% | Reduced |
| Alta Advisers Ltd | 850 | $274.4K | 0.10% | 00.0% | Unchanged |
| Redwood Family Wealth LLC | 850 | $274.5K | 0.27% | −10−1.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 859 | $277.3K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 864 | $278.7K | 0.03% | −183−17.5% | Reduced |
| Catalytic Wealth RIA, LLC | 864 | $278.9K | 0.01% | −68−7.3% | Reduced |
| Sapient Capital LLC | 865 | $279.2K | 0.00% | +865 | New |
| Nilsine Partners, LLC | 869 | $281.4K | 0.02% | +134+18.2% | Added |
| Caerus Investment Advisors, LLC | 886 | $286.0K | 0.12% | +886 | New |
| Retirement Planning Group | 894 | $288.6K | 0.01% | −42−4.5% | Reduced |
| QTR Family Wealth, LLC | 896 | $289.4K | 0.12% | +896 | New |
| Baldwin Investment Management, LLC | 900 | $290.5K | 0.03% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 900 | $290.5K | 0.08% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 900 | $290.5K | 0.01% | +900 | New |
| Icon Wealth Advisors, LLC | 905 | $292.0K | 0.02% | −3,471−79.3% | Reduced |
| Old Mission Investment Co LLC | 905 | $292.1K | 0.07% | −4−0.4% | Reduced |
| Todd Asset Management LLC | 907 | $292.8K | 0.01% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 909 | $293.4K | 0.04% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 912 | $294.4K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 913 | $294.9K | 0.00% | +174+23.5% | Added |
| Potomac Fund Management Inc | 916 | $295.8K | 0.01% | −9−1.0% | Reduced |
| Pioneer Trust Bank N A | 919 | $296.6K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 919 | $296.6K | 0.04% | +139+17.8% | Added |
| Valeo Financial Advisors, LLC | 919 | $296.7K | 0.01% | −1,413−60.6% | Reduced |
| Noble Family Wealth, LLC | 920 | $297.0K | 0.06% | 00.0% | Unchanged |
| Ducere Wealth Management LLC | 922 | $297.4K | 0.12% | −304−24.8% | Reduced |
| Sumitomo Life Insurance Co | 926 | $298.9K | 0.01% | +29+3.2% | Added |
| FDx Advisors, Inc. | 935 | $302.0K | 0.10% | +935 | New |
| Tranquility Partners, LLC | 946 | $305.4K | 0.12% | +86+10.0% | Added |
| Insigneo Advisory Services, LLC | 948 | $306.0K | 0.02% | −493−34.2% | Reduced |
| Los Angeles Capital Management LLC | 949 | $306.3K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 951 | $307.0K | 0.02% | +103+12.1% | Added |
| Jacobi Capital Management LLC | 954 | $307.9K | 0.02% | +74+8.4% | Added |
| BW Gestao de Investimentos Ltda. | 954 | $307.9K | 0.01% | +954 | New |
| Capital Planning Advisors, LLC | 958 | $309.2K | 0.04% | −10,658−91.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 965 | $311.5K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 965 | $311.5K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 966 | $311.8K | 0.02% | −20−2.0% | Reduced |
| Indivisible Partners | 969 | $312.8K | 0.03% | +84+9.5% | Added |
| Abel Hall, LLC | 971 | $313.4K | 0.07% | +215+28.4% | Added |
| Woodward Financial Advisors, Inc. | 971 | $314.7K | 0.12% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 975 | $314.7K | 0.00% | −973−49.9% | Reduced |
| Creekside Partners | 982 | $317.0K | 0.13% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 984 | $317.6K | 0.04% | −79−7.4% | Reduced |
| Conning Inc. | 987 | $318.6K | 0.01% | −194−16.4% | Reduced |
| Choate Investment Advisors | 999 | $322.5K | 0.01% | −79−7.3% | Reduced |
| Jefferies Financial Group Inc. | 1,004 | $324.1K | 0.00% | −122,026−99.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,005 | $324.4K | 0.16% | −13−1.3% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,014 | $327.3K | 0.17% | +142+16.3% | Added |
| Savvy Advisors, Inc. | 1,015 | $327.6K | 0.01% | +90+9.7% | Added |
| Dakota Wealth Management | 1,019 | $329.0K | 0.01% | −963−48.6% | Reduced |
| Apella Capital, LLC | 992 | $329.2K | 0.00% | +193+24.2% | Added |
| Sargent Investment Group, LLC | 1,026 | $331.2K | 0.04% | −155−13.1% | Reduced |
| MPS Loria Financial Planners, LLC | 1,030 | $332.5K | 0.09% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,034 | $333.8K | 0.00% | −454−30.5% | Reduced |
| Bowen Hanes & Co Inc | 1,035 | $334.1K | 0.01% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 1,036 | $334.4K | 0.09% | +1,036 | New |
| Legacy Wealth Partners, LLC | 1,037 | $334.7K | 0.08% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,039 | $335.4K | 0.02% | +154+17.4% | Added |
| Weaver Consulting Group | 1,046 | $337.7K | 0.08% | −7−0.7% | Reduced |
| Directional Asset Management | 1,050 | $338.9K | 0.31% | 00.0% | Unchanged |