Institutional Ownership Aon PLC (AON)
This table provides information about the institutional ownership of Aon PLC (AON). We have compiled data on the 1,421 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $65.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
1,052
shares
|
$368,336
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
1,047
shares
|
$366,586
0.12% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
1,041
shares
|
$364,485
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
1,041
shares
|
$364,485
0.08% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
1,030
shares
|
$360,633
0.1% of portfolio
|
Q1 2023
Added 1.78%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,028
shares
|
$359,933
0.05% of portfolio
|
Q3 2025
Added 198.84%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
1,027
shares
|
$359,583
0.04% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
1,021
shares
|
$357,482
0.03% of portfolio
|
Q3 2022
Reduced 98.14%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,021
shares
|
$357,482
0.06% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
1,015
shares
|
$355,381
0.02% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
1,010
shares
|
$353,631
0.11% of portfolio
|
Q1 2025
Added 42.25%
|
|
|
Dauntless Investment Group, LLC
Commerce Township, MI |
Nov 14, 2025 Q3 2025 |
1,010
shares
|
$353,631
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$350,130
0.03% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,000
shares
|
$350,130
0.15% of portfolio
|
Q2 2020
New holding
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
997
shares
|
$349,079
0.01% of portfolio
|
Q4 2023
Reduced 34.49%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
996
shares
|
$348,729
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
987
shares
|
$345,578
0.0% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
982
shares
|
$343,827
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
980
shares
|
$343,127
0.05% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
978
shares
|
$342,427
0.23% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
972
shares
|
$340,326
0.02% of portfolio
|
Q3 2025
Reduced 24.48%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
968
shares
|
$338,925
0.03% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
966
shares
|
$338,225
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
966
shares
|
$338,225
0.0% of portfolio
|
Q3 2025
Reduced 89.78%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
958
shares
|
$335,424
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|