Aon plc
AON- 交易所
- NYSE
- 產業
- Insurance Agents, Brokers & Service
- SEC CIK
- 0000315293
近 90 天,Aon plc 內部人申報 1 筆公開市場買進、3 筆賣出;2026 年第 2 季末有 1,273 家機構在 13F 申報持有,市值合計 $638.8 億;維京全球投資、Baupost 集團等 4 位大師持有。
2023 年第 4 季 13F 持有人
Aon plc 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,066
- 較 2023 年第 3 季 +35 家
- 持有股數
- 1.71 億
- 較 2023 年第 3 季 −261.2 萬 (−1.5%)
- 總市值
- $498.4 億
- 較 2023 年第 3 季 −$65.7 億 (−11.6%)
- 新進機構
- 123
- 另有 341 家加碼
- 清倉機構
- 88
- 另有 403 家減碼
另有 17 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 AON 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,273 | $638.8 億 |
| 2026 年第 1 季 | 1,265 | $606.1 億 |
| 2025 年第 4 季 | 1,288 | $666.8 億 |
| 2025 年第 3 季 | 1,254 | $663.2 億 |
| 2025 年第 2 季 | 1,232 | $692.6 億 |
| 2025 年第 1 季 | 1,275 | $770.6 億 |
| 2024 年第 4 季 | 1,195 | $691.1 億 |
| 2024 年第 3 季 | 1,148 | $660.8 億 |
| 2024 年第 2 季 | 1,110 | $553.8 億 |
| 2024 年第 1 季 | 1,086 | $573.8 億 |
| 2023 年第 4 季 | 1,066 | $498.4 億 |
| 2023 年第 3 季 | 1,048 | $564.4 億 |
| 2023 年第 2 季 | 1,024 | $612.0 億 |
| 2023 年第 1 季 | 1,014 | $557.1 億 |
| 2022 年第 4 季 | 1,034 | $525.6 億 |
| 2022 年第 3 季 | 950 | $483.7 億 |
| 2022 年第 2 季 | 966 | $495.3 億 |
| 2022 年第 1 季 | 985 | $612.4 億 |
| 2021 年第 4 季 | 995 | $565.2 億 |
| 2021 年第 3 季 | 917 | $571.9 億 |
| 2021 年第 2 季 | 912 | $534.1 億 |
| 2021 年第 1 季 | 919 | $514.1 億 |
2023 年第 4 季持有機構
每家機構持有 Aon plc 的股數、市值與佔組合比重;股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 1,817 | $52.7 萬 | 0.01% | −380−17.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 1,837 | $53.5 萬 | 0.01% | +110+6.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,853 | $53.9 萬 | 0.08% | −125−6.3% | 減碼 |
| Fidelis Capital Partners, LLC | 1,864 | $54.2 萬 | 0.12% | +141+8.2% | 加碼 |
| KFG Wealth Management, LLC | 1,868 | $54.4 萬 | 0.25% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 1,882 | $54.8 萬 | 0.01% | +580+44.5% | 加碼 |
| Rede Wealth, LLC | 1,898 | $55.2 萬 | 0.26% | 00.0% | 不變 |
| Lountzis Asset Management, LLC | 1,900 | $55.3 萬 | 0.30% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 1,900 | $55.3 萬 | 0.19% | +29+1.5% | 加碼 |
| MQS Management LLC | 1,902 | $55.4 萬 | 0.31% | −329−14.7% | 減碼 |
| Summit Trail Advisors, LLC | 1,908 | $55.5 萬 | 0.02% | −360−15.9% | 減碼 |
| Financial Advocates Investment Management | 1,923 | $56.0 萬 | 0.04% | +622+47.8% | 加碼 |
| Lake Street Advisors Group, LLC | 1,944 | $56.6 萬 | 0.03% | +1,944 | 新進 |
| Plante Moran Financial Advisors, LLC | 1,946 | $56.6 萬 | 0.06% | −2−0.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,974 | $57.4 萬 | 0.01% | +739+59.8% | 加碼 |
| Saturna Capital CORP | 1,989 | $57.9 萬 | 0.01% | +325+19.5% | 加碼 |
| Thompson Investment Management, Inc. | 2,000 | $58.2 萬 | 0.09% | 00.0% | 不變 |
| Umb Bank N A | 2,010 | $58.5 萬 | 0.01% | +40+2.0% | 加碼 |
| Kathmere Capital Management, LLC | 2,014 | $58.6 萬 | 0.08% | +595+41.9% | 加碼 |
| Ballentine Partners, LLC | 2,023 | $58.9 萬 | 0.01% | +156+8.4% | 加碼 |
| Ridgewood Investments LLC | 2,041 | $59.4 萬 | 0.35% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 2,061 | $60.0 萬 | 0.01% | +16+0.8% | 加碼 |
| Radnor Capital Management, LLC | 2,072 | $60.3 萬 | 0.11% | +420+25.4% | 加碼 |
| Two Sigma Securities, LLC | 2,089 | $60.8 萬 | 0.03% | +2,089 | 新進 |
| Cigna Investments Inc | 2,133 | $62.1 萬 | 0.13% | −43−2.0% | 減碼 |
| Unique Wealth Strategies, LLC | 2,134 | $62.1 萬 | 0.41% | +2,134 | 新進 |
| SageView Advisory Group, LLC | 2,092 | $62.5 萬 | 0.03% | +2,092 | 新進 |
| Signaturefd, LLC | 2,149 | $62.5 萬 | 0.01% | +38+1.8% | 加碼 |
| Valeo Financial Advisors, LLC | 2,156 | $62.7 萬 | 0.03% | −275−11.3% | 減碼 |
| Founders Financial Alliance, LLC | 2,160 | $62.9 萬 | 0.24% | +2,160 | 新進 |
| Townsend & Associates, Inc | 2,070 | $62.9 萬 | 0.08% | −29−1.4% | 減碼 |
| Hills Bank & Trust Co | 2,198 | $64.0 萬 | 0.06% | −114−4.9% | 減碼 |
| ISAM Funds (UK) Ltd | 2,207 | $64.2 萬 | 0.46% | −1,728−43.9% | 減碼 |
| Joel Isaacson & Co., LLC | 2,220 | $64.6 萬 | 0.04% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,226 | $64.8 萬 | 0.01% | +4+0.2% | 加碼 |
| Western Financial Corp | 2,236 | $65.1 萬 | 0.44% | +9+0.4% | 加碼 |
| Chicago Capital, LLC | 2,250 | $65.5 萬 | 0.02% | −325−12.6% | 減碼 |
| Buckingham Strategic Wealth, LLC | 2,270 | $66.1 萬 | 0.01% | +134+6.3% | 加碼 |
| FourThought Financial Partners, LLC | 2,279 | $66.3 萬 | 0.08% | −36−1.6% | 減碼 |
| Prairie Sky Financial Group LLC | 2,285 | $66.5 萬 | 0.43% | 00.0% | 不變 |
| Coastline Trust Co | 2,292 | $66.7 萬 | 0.09% | −518−18.4% | 減碼 |
| Cetera Advisors LLC | 2,309 | $67.2 萬 | 0.01% | −109−4.5% | 減碼 |
| Parallel Advisors, LLC | 2,318 | $67.5 萬 | 0.02% | −128−5.2% | 減碼 |
| Trust Asset Management LLC | 2,350 | $68.4 萬 | 0.07% | 00.0% | 不變 |
| Criterion Capital Advisors, LLC | 2,357 | $68.6 萬 | 0.50% | +2,357 | 新進 |
| FDx Advisors, Inc. | 2,367 | $68.9 萬 | 0.05% | −477−16.8% | 減碼 |
| Painted Porch Advisors LLC | 2,397 | $69.8 萬 | 0.54% | +2,397 | 新進 |
| Trust Point Inc. | 2,436 | $70.9 萬 | 0.06% | +2,436 | 新進 |
| Moneta Group Investment Advisors LLC | 2,439 | $71.0 萬 | 0.01% | −69−2.8% | 減碼 |
| Thoroughbred Financial Services, LLC | 2,451 | $71.3 萬 | 0.06% | −60−2.4% | 減碼 |
| Covenant Partners, LLC | 2,454 | $71.4 萬 | 0.23% | −393−13.8% | 減碼 |
| Sentry Investment Management LLC | 2,460 | $71.6 萬 | 0.31% | +1,288+109.9% | 加碼 |
| Cutler Group LP | 2,471 | $71.9 萬 | 0.10% | −2,169−46.7% | 減碼 |
| Empowered Funds, LLC | 2,483 | $72.3 萬 | 0.02% | +362+17.1% | 加碼 |
| Harbor Advisors LLC | 2,500 | $72.8 萬 | 0.14% | 00.0% | 不變 |
| Bangor Savings Bank | 2,503 | $72.8 萬 | 0.08% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 2,552 | $73.9 萬 | 0.03% | +143+5.9% | 加碼 |
| Waterfront Wealth Inc. | 2,540 | $73.9 萬 | 0.22% | +83+3.4% | 加碼 |
| HB Wealth Management, LLC | 2,546 | $74.1 萬 | 0.01% | −214−7.8% | 減碼 |
| Zions Bancorporation, N.A. | 2,558 | $74.4 萬 | 0.05% | −279−9.8% | 減碼 |
| Boston Private Wealth LLC | 2,559 | $74.5 萬 | 0.02% | +314+14.0% | 加碼 |
| SRN Advisors, LLC | 2,560 | $74.5 萬 | 0.67% | −22−0.9% | 減碼 |
| MAI Capital Management | 2,574 | $74.9 萬 | 0.01% | +797+44.9% | 加碼 |
| Quadrant Capital Group LLC | 2,584 | $75.2 萬 | 0.06% | −66−2.5% | 減碼 |
| Bartlett & Co. LLC | 2,600 | $75.2 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 2,584 | $75.2 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 2,600 | $75.2 萬 | 0.01% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 2,587 | $75.3 萬 | 0.02% | −502−16.3% | 減碼 |
| Connecticut Wealth Management, LLC | 2,597 | $75.6 萬 | 0.04% | +736+39.5% | 加碼 |
| Tyler-Stone Wealth Management | 2,619 | $76.2 萬 | 0.38% | 00.0% | 不變 |
| Marshall Financial Group LLC | 2,634 | $76.7 萬 | 0.25% | +2,634 | 新進 |
| Checchi Capital Advisers, LLC | 2,658 | $77.4 萬 | 0.06% | +17+0.6% | 加碼 |
| Alera Investment Advisors, LLC | 2,667 | $77.6 萬 | 0.10% | −2−0.1% | 減碼 |
| Empirical Asset Management, LLC | 2,682 | $78.1 萬 | 0.64% | +939+53.9% | 加碼 |
| CAPROCK Group, Inc. | 2,687 | $78.2 萬 | 0.05% | −249−8.5% | 減碼 |
| Nilsine Partners, LLC | 2,689 | $78.3 萬 | 0.12% | −1,462−35.2% | 減碼 |
| Profund Advisors LLC | 2,698 | $78.5 萬 | 0.03% | +376+16.2% | 加碼 |
| Heritage Wealth Management, LLC | 2,736 | $79.6 萬 | 0.43% | +2,736 | 新進 |
| Auxier Asset Management | 2,742 | $79.8 萬 | 0.13% | −105−3.7% | 減碼 |
| Advisors Asset Management, Inc. | 2,751 | $80.1 萬 | 0.02% | −245−8.2% | 減碼 |
| McAdam, LLC | 2,770 | $80.6 萬 | 0.06% | −121−4.2% | 減碼 |
| Armor Investment Advisors, LLC | 2,795 | $81.3 萬 | 0.43% | +7+0.3% | 加碼 |
| Park Avenue Securities LLC | 2,843 | $82.7 萬 | 0.01% | −453−13.7% | 減碼 |
| NEOS Investment Management LLC | 2,844 | $82.8 萬 | 0.08% | +614+27.5% | 加碼 |
| PFW Advisors LLC | 2,869 | $83.5 萬 | 0.27% | −228−7.4% | 減碼 |
| Venturi Wealth Management, LLC | 2,871 | $83.6 萬 | 0.06% | −72−2.4% | 減碼 |
| Sendero Wealth Management, LLC | 2,884 | $83.9 萬 | 0.16% | +597+26.1% | 加碼 |
| Redwood Wealth Management Group, LLC | 2,900 | $84.4 萬 | 0.94% | 00.0% | 不變 |
| Old National Bancorp | 2,907 | $84.6 萬 | 0.02% | −182−5.9% | 減碼 |
| King Luther Capital Management Corp | 2,939 | $85.5 萬 | 0.00% | −11−0.4% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 2,953 | $85.9 萬 | 0.07% | −197−6.3% | 減碼 |
| AE Wealth Management LLC | 2,852 | $86.1 萬 | 0.00% | −88−3.0% | 減碼 |
| Waldron Private Wealth LLC | 2,975 | $86.6 萬 | 0.04% | −75−2.5% | 減碼 |
| Machina Capital S.A.S. | 2,987 | $86.9 萬 | 0.56% | −256−7.9% | 減碼 |
| Grassi Investment Management | 3,000 | $87.3 萬 | 0.09% | 00.0% | 不變 |
| Tiaa Trust, National Association | 3,008 | $87.5 萬 | 0.00% | −16−0.5% | 減碼 |
| Websterrogers Financial Advisors, LLC | 3,018 | $87.8 萬 | 0.37% | 00.0% | 不變 |
| Wolverine Trading, LLC | 3,025 | $88.0 萬 | 0.01% | +1,698+128.0% | 加碼 |
| Meeder Advisory Services, Inc. | 3,026 | $88.1 萬 | 0.10% | −80−2.6% | 減碼 |
| Capstone Investment Advisors, LLC | 3,029 | $88.2 萬 | 0.02% | +3,029 | 新進 |