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, Q2 2026
Institutional positions in Aon plc as of Jun 30, 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
- 1,273
- +25 vs. Q1 2026
- Shares held
- 192.7M
- +5.20M (+2.8%) vs. Q1 2026
- Total value
- $63.9B
- +$3.31B (+5.5%) vs. Q1 2026
- New holders
- 140
- 472 more added
- Sold out
- 115
- 458 more reduced
17 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Aon plc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aspiriant, LLC | 652 | $216.3K | 0.01% | +652 | New |
| Massmutual Trust Co FSB | 650 | $215.6K | 0.01% | +33+5.3% | Added |
| Matrix Asset Advisors Inc | 648 | $214.9K | 0.02% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 646 | $214.3K | 0.04% | +646 | New |
| Appleton Partners Inc | 645 | $214.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 642 | $212.9K | 0.02% | +11+1.7% | Added |
| Clifford Group, LLC | 641 | $212.7K | 0.15% | −69−9.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 641 | $212.7K | 0.01% | +641 | New |
| Curated Wealth Partners LLC | 641 | $212.6K | 0.02% | −3,120−83.0% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 640 | $212.3K | 0.08% | +640 | New |
| Heritage Family Offices, LLP | 640 | $212.3K | 0.08% | −525−45.1% | Reduced |
| Waterloo Capital, L.P. | 639 | $211.9K | 0.01% | +639 | New |
| Keel Point, LLC | 636 | $211.1K | 0.01% | −101−13.7% | Reduced |
| CrossGen Wealth, LLC | 636 | $211.0K | 0.16% | 00.0% | Unchanged |
| Main Street Research LLC | 628 | $208.3K | 0.01% | +6+1.0% | Added |
| Gateway Wealth Partners, LLC | 626 | $207.7K | 0.01% | −274−30.4% | Reduced |
| TCG Advisory Services, LLC | 626 | $207.6K | 0.00% | +626 | New |
| TritonPoint Partners, LLC | 626 | $207.6K | 0.02% | +626 | New |
| Ehrenkranz Partners L.P. | 626 | $207.6K | 0.12% | −195−23.8% | Reduced |
| Family Management Corp | 625 | $207.3K | 0.02% | +625 | New |
| Trust Point Inc. | 619 | $205.3K | 0.02% | −3−0.5% | Reduced |
| Nations Financial Group Inc, | 618 | $205.3K | 0.01% | −13−2.1% | Reduced |
| Trust Co of Oklahoma | 618 | $205.0K | 0.05% | −74−10.7% | Reduced |
| KCM Investment Advisors LLC | 618 | $205.0K | 0.01% | −33−5.1% | Reduced |
| Leelyn Smith, LLC | 614 | $203.6K | 0.02% | +614 | New |
| Welch & Forbes LLC | 613 | $203.3K | 0.00% | +613 | New |
| Flower City Capital | 613 | $203.3K | 0.09% | +613 | New |
| Tempo Wealth, LLC | 609 | $202.1K | 0.03% | +609 | New |
| Vanguard National Trust Co | 608 | $201.7K | 0.01% | 00.0% | Unchanged |
| McDonald Partners LLC | 608 | $201.7K | 0.05% | +608 | New |
| Moors & Cabot, Inc. | 607 | $201.3K | 0.01% | +607 | New |
| Inscription Capital, LLC | 605 | $200.8K | 0.02% | +605 | New |
| Verus Capital Partners, LLC | 605 | $200.7K | 0.01% | +605 | New |
| Chancellor Financial Group WB LP | 604 | $200.3K | 0.12% | −38−5.9% | Reduced |
| Canopy Partners, LLC | 604 | $200.3K | 0.06% | +604 | New |
| Axiom Investment Management LLC | 601 | $199.3K | 0.13% | −2−0.3% | Reduced |
| Cromwell Holdings LLC | 588 | $195.0K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Advisors | 587 | $194.7K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 581 | $192.7K | 0.11% | −8−1.4% | Reduced |
| High Note Wealth, LLC | 570 | $189.1K | 0.03% | +11+2.0% | Added |
| True Wealth Design, LLC | 567 | $188.1K | 0.04% | +373+192.3% | Added |
| Carolina Wealth Advisors, LLC | 557 | $184.8K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 524 | $177.4K | 0.01% | −35−6.3% | Reduced |
| Dougherty Wealth Advisers LLC | 530 | $175.8K | 0.10% | 00.0% | Unchanged |
| Hilltop National Bank | 525 | $174.1K | 0.04% | −66−11.2% | Reduced |
| Spire Wealth Management | 503 | $166.9K | 0.01% | +103+25.8% | Added |
| CVA Family Office, LLC | 501 | $166.2K | 0.02% | −21−4.0% | Reduced |
| Financial Gravity Companies, Inc. | 501 | $166.2K | 0.03% | +501 | New |
| Manchester Capital Management LLC | 498 | $165.2K | 0.02% | +57+12.9% | Added |
| Harbour Investments, Inc. | 485 | $160.8K | 0.00% | −4−0.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 484 | $160.5K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 453 | $150.0K | 0.00% | +453 | New |
| Smithfield Trust Co | 444 | $149.0K | 0.01% | −22−4.7% | Reduced |
| BankPlus Trust Department | 430 | $142.6K | 0.03% | 00.0% | Unchanged |
| American National Bank | 412 | $136.7K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 408 | $135.3K | 0.04% | +10+2.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 395 | $131.0K | 0.05% | +4+1.0% | Added |
| Atlantic Union Bankshares Corp | 383 | $127.0K | 0.00% | −68−15.1% | Reduced |
| Capital Analysts, LLC | 367 | $122.0K | 0.00% | −35−8.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 355 | $117.8K | 0.03% | +70+24.6% | Added |
| S&T Bank | 336 | $111.4K | 0.03% | −6−1.8% | Reduced |
| IMA Wealth, Inc. | 327 | $108.5K | 0.01% | +15+4.8% | Added |
| Groupe la Francaise | 327 | $108.5K | 0.00% | +327 | New |
| MidFirst Bank | 321 | $106.5K | 0.01% | +3+0.9% | Added |
| Basecamp Wealth Advisors LLC | 317 | $105.1K | 0.02% | +82+34.9% | Added |
| Stone House Investment Management, LLC | 302 | $100.2K | 0.01% | +302 | New |
| JPL Wealth Management, LLC | 281 | $93.2K | 0.02% | +21+8.1% | Added |
| Asset Dedication, LLC | 278 | $92.2K | 0.01% | −131−32.0% | Reduced |
| Owl Creek Wealth Partners LLC | 277 | $91.9K | 0.03% | −10−3.5% | Reduced |
| Trust Co of Vermont | 267 | $88.6K | 0.00% | +267 | New |
| Anchor Investment Management, LLC | 257 | $85.2K | 0.01% | +177+221.3% | Added |
| Ameriflex Group, Inc. | 252 | $83.6K | 0.03% | +2+0.8% | Added |
| Horizon Bancorp Inc | 240 | $80.0K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 231 | $76.6K | 0.00% | +231 | New |
| Eastern Bank | 224 | $74.3K | 0.00% | −45−16.7% | Reduced |
| ZRC Wealth Management, LLC | 221 | $73.3K | 0.02% | +58+35.6% | Added |
| Rossby Financial, LCC | 211 | $70.0K | 0.01% | +53+33.5% | Added |
| Godfrey Financial Associates, Inc. | 210 | $69.7K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 206 | $68.3K | 0.00% | −1,383−87.0% | Reduced |
| Alerus Financial NA | 206 | $68.3K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 201 | $66.7K | 0.02% | +201 | New |
| Group One Trading, L.P. | 200 | $66.3K | 0.00% | +200 | New |
| Continuum Advisory, LLC | 189 | $62.7K | 0.01% | +189 | New |
| Hollencrest Capital Management | 185 | $61.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 184 | $61.0K | 0.01% | −2−1.1% | Reduced |
| Institute for Wealth Management, LLC. | 182 | $60.4K | 0.01% | +182 | New |
| Cassaday & Co Wealth Management LLC | 177 | $58.7K | 0.00% | −13−6.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 176 | $58.4K | 0.01% | +63+55.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 174 | $57.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 167 | $55.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 164 | $54.4K | 0.01% | −1,002−85.9% | Reduced |
| West Financial Advisors, LLC | 162 | $53.7K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 159 | $52.8K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 157 | $52.1K | 0.03% | +155+7,750.0% | Added |
| SJS Investment Consulting Inc. | 156 | $51.7K | 0.01% | +27+20.9% | Added |
| Bruce G. Allen Investments, LLC | 153 | $50.7K | 0.03% | +29+23.4% | Added |
| First United Bank Trust | 150 | $49.8K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 150 | $49.8K | 0.00% | +150 | New |
| Farmers & Merchants Investments Inc | 148 | $49.1K | 0.00% | −44−22.9% | Reduced |
| Capital Advisors, Ltd. LLC | 148 | $49.0K | 0.00% | +75+102.7% | Added |