Institutional Ownership Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON). We have compiled data on the 1,390 institutions that hold shares in the stock, with a total of 191 Million shares, which have been reported (via 13F filing form) to have a value of $68.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
23
shares
|
$8,234
0.0% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
23
shares
|
$8,234
0.0% of portfolio
|
Q1 2023
Added 9.52%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
21
shares
|
$7,518
0.0% of portfolio
|
Q1 2024
Added 320.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
21
shares
|
$7,518
0.0% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
21
shares
|
$7,518
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
21
shares
|
$7,518
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
21
shares
|
$7,518
0.01% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
20
shares
|
$7,160
0.0% of portfolio
|
Q2 2023
Reduced 35.48%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
20
shares
|
$7,160
0.0% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
20
shares
|
$7,160
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
20
shares
|
$7,160
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
19
shares
|
$6,802
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
18
shares
|
$6,444
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$6,444
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
17
shares
|
$6,086
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
16
shares
|
$5,728
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
16
shares
|
$5,728
0.0% of portfolio
|
Q1 2025
Reduced 65.96%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
16
shares
|
$5,728
0.0% of portfolio
|
Q1 2025
Reduced 48.39%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
16
shares
|
$5,728
0.0% of portfolio
|
Q4 2024
Reduced 98.85%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
16
shares
|
$5,728
0.0% of portfolio
|
Q1 2025
Reduced 40.74%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
16
shares
|
$5,728
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
16
shares
|
$5,728
0.0% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
15
shares
|
$5,370
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
15
shares
|
$5,370
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
15
shares
|
$5,370
0.0% of portfolio
|
Q3 2024
New holding
|