Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

AON PLC · SHS CL A · quarter ended 2026-03-31 · 13 members disclosed AON ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 916 holders are listed, largest first: 916
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $50.2B
holders whose share count rose or who opened the position (new + add), by shares: 459
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 140

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of AON ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.2B	16,148,507	−88,427	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.4B	13,581,756	—	NO PRIOR
3	Capital World Investors	$3.7B	11,477,788	−775,116	TRIM
4	STATE STREET CORP	$3.0B	9,219,773	+15,800	ADD
5	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.8B	8,358,097	−186,939	TRIM
6	DODGE & COX	$2.6B	8,116,095	+263,639	ADD
7	MORGAN STANLEY	$2.1B	6,374,945	+804,439	ADD
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	4,559,035	—	NO PRIOR
9	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$952M	2,948,410	+533,404	ADD
10	Independent Franchise Partners LLP	$835M	2,588,002	+472,479	ADD
11	Mitsubishi UFJ Asset Management Co., Ltd.	$812M	2,516,637	+703,749	ADD
12	FARALLON CAPITAL MANAGEMENT, L.L.C.	$811M	2,512,638	—	NO PRIOR
13	NORTHERN TRUST CORP	$672M	2,082,105	−17,547	TRIM
14	WCM INVESTMENT MANAGEMENT, LLC	$633M	1,952,379	−33,749	TRIM
15	Boston Partners	$631M	1,955,032	+320,025	ADD
16	Artisan Partners Limited Partnership	$531M	1,644,152	+526,724	ADD
17	BANK OF AMERICA CORP /DE/	$511M	1,582,680	+222,092	ADD
18	Veritas Asset Management LLP	$491M	1,520,277	−472,176	TRIM
19	Amundi	$485M	1,502,890	+285,549	ADD
20	Invesco Ltd.	$480M	1,486,623	+150,494	ADD
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$437M	1,355,094	+44,354	ADD
22	POLEN CAPITAL MANAGEMENT LLC	$437M	1,354,053	−492,241	TRIM
23	Legal & General Group Plc	$433M	1,341,222	−8,847	TRIM
24	Mawer Investment Management Ltd.	$412M	1,277,088	−200,605	TRIM
25	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$407M	1,262,123	+22,815	ADD
26	DIMENSIONAL FUND ADVISORS LP	$405M	1,253,769	+213,051	ADD
27	VANGUARD FIDUCIARY TRUST CO	$396M	1,225,563	—	NO PRIOR
28	LAZARD ASSET MANAGEMENT LLC	$393M	1,217,243	−68,829	TRIM
29	CANTILLON CAPITAL MANAGEMENT LLC	$354M	1,095,574	−147,444	TRIM
30	VIKING GLOBAL INVESTORS LP	$351M	1,087,114	+303,464	ADD
31	Vontobel Holding Ltd.	$323M	999,176	+239,037	ADD
32	Wealthspire Advisors, LLC	$318M	984,075	+710,479	ADD
33	AQR CAPITAL MANAGEMENT LLC	$316M	979,755	+549,582	ADD
34	Longview Partners (Guernsey) LTD	$315M	976,263	−129,521	TRIM
35	UBS Group AG	$292M	903,928	+83,811	ADD
36	Nuveen, LLC	$275M	851,081	+42,898	ADD
37	Capital International Investors	$261M	807,075	−448,690	TRIM
38	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$257M	797,418	+340,866	ADD
39	FIL Ltd	$241M	745,959	−137,798	TRIM
40	First Pacific Advisors, LP	$227M	703,258	+46,727	ADD
41	ROYAL BANK OF CANADA	$222M	688,130	−266,618	TRIM
42	Meritage Group LP	$220M	680,169	+680,169	NEW
43	ALTRINSIC GLOBAL ADVISORS LLC	$213M	660,724	+9,517	ADD
44	DEUTSCHE BANK AG\	$208M	644,736	−150,894	TRIM
45	Focus Partners Wealth	$204M	630,805	+84,601	ADD
46	COMGEST GLOBAL INVESTORS S.A.S.	$203M	628,700	+371,900	ADD
47	Swiss National Bank	$193M	599,260	+37,920	ADD
48	OMERS ADMINISTRATION Corp	$183M	567,479	0	NO CHANGE
49	Fiera Capital Corp	$178M	550,287	+16,705	ADD
50	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$177M	547,850	+315,817	ADD
51	FMR LLC	$169M	523,184	−817,980	TRIM
52	USS Investment Management Ltd	$162M	502,480	−179,263	TRIM
53	Southpoint Capital Advisors LP	$161M	500,000	−150,000	TRIM
54	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$154M	475,942	−132,271	TRIM
55	National Pension Service	$153M	475,543	+475,543	NEW
56	Vanguard Global Advisers, LLC	$151M	469,130	—	NO PRIOR
57	EAGLE CAPITAL MANAGEMENT LLC	$150M	463,350	−1,806,064	TRIM
58	SEI INVESTMENTS CO	$146M	451,925	−9,875	TRIM
59	ENVESTNET ASSET MANAGEMENT INC	$137M	423,209	+78,897	ADD
60	BLAIR WILLIAM & CO/IL	$136M	421,605	−74,702	TRIM
61	WELLS FARGO & COMPANY/MN	$118M	365,706	+25,657	ADD
62	VANGUARD ASSET MANAGEMENT, Ltd	$117M	361,858	—	NO PRIOR
63	FRANKLIN RESOURCES INC	$117M	361,315	+71,051	ADD
64	HSBC HOLDINGS PLC	$114M	354,158	−27,200	TRIM
65	Haverford Trust Co	$112M	346,117	−5,051	TRIM
66	DAVENPORT & Co LLC	$109M	337,041	+67,681	ADD
67	Prana Capital Management, LP	$104M	323,458	+167,301	ADD
68	Bowie Capital Management, LLC	$104M	322,167	−21,982	TRIM
69	Cryder Capital Partners LLP	$104M	321,689	+26,538	ADD
70	AVIVA PLC	$100M	310,335	−23,119	TRIM
71	BNP Paribas Asset Management Holding S.A.	$94.1M	291,337	+238,672	ADD
72	BANK OF MONTREAL /CAN/	$93.0M	288,235	−27,737	TRIM
73	BRISTOL JOHN W & CO INC /NY/	$91.4M	283,054	−3,074	TRIM
74	CANADA PENSION PLAN INVESTMENT BOARD	$86.8M	269,059	+246,712	ADD
75	SCHARF INVESTMENTS, LLC	$82.3M	254,941	+46,830	ADD
76	BloombergSen Inc.	$82.0M	254,006	−8,744	TRIM
77	PRINCIPAL FINANCIAL GROUP INC	$81.0M	250,925	+2,444	ADD
78	CITIGROUP INC	$80.8M	250,447	+28,022	ADD
79	ALLIANCEBERNSTEIN L.P.	$77.7M	220,323	+1,828	ADD
80	RAYMOND JAMES FINANCIAL INC	$75.7M	234,621	−12,024	TRIM
81	Verition Fund Management LLC	$73.7M	228,209	+20,647	ADD
82	Quantinno Capital Management LP	$72.9M	225,807	+109,492	ADD
83	BALYASNY ASSET MANAGEMENT L.P.	$72.4M	224,321	−162,692	TRIM
84	Ensign Peak Advisors, Inc	$72.0M	223,178	+16,693	ADD
85	ADAGE CAPITAL PARTNERS GP, L.L.C.	$71.7M	222,169	−384,400	TRIM
86	WEITZ INVESTMENT MANAGEMENT, INC.	$69.0M	213,860	−4,875	TRIM
87	FIDUCIENT ADVISORS LLC	$59.2M	183,310	+63,720	ADD
88	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$58.6M	181,412	0	NO CHANGE
89	TEACHER RETIREMENT SYSTEM OF TEXAS	$58.4M	180,893	+68,612	ADD
90	EMINENCE CAPITAL, LP	$57.8M	179,019	+179,019	NEW
91	NOMURA ASSET MANAGEMENT CO LTD	$56.3M	174,425	+6,579	ADD
92	Korea Investment CORP	$54.3M	168,112	+64,173	ADD
93	MACKENZIE FINANCIAL CORP	$53.7M	166,498	−162,203	TRIM
94	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$51.4M	159,373	+117,877	ADD
95	Aberdeen Group plc	$51.2M	158,598	+5,309	ADD
96	GFI Investment Counsel Ltd.	$50.8M	157,437	−9,725	TRIM
97	Petrus Trust Company, LTA	$49.5M	153,300	+9,300	ADD
98	STIFEL FINANCIAL CORP	$48.1M	149,135	+4,703	ADD
99	Zurich Insurance Group Ltd/FI	$47.9M	148,305	+23,416	ADD
100	YCG, LLC	$47.5M	147,010	−4,433	TRIM
101	INTECH INVESTMENT MANAGEMENT LLC	$46.6M	144,445	−11,810	TRIM
102	M.D. Sass, LLC	$46.0M	142,362	+33,831	ADD
103	Man Group plc	$44.9M	139,252	+123,431	ADD
104	STOREBRAND ASSET MANAGEMENT AS	$44.4M	137,534	—	NO PRIOR
105	MARKEL GROUP INC.	$43.8M	135,800	+1,750	ADD
106	NATIONAL BANK OF CANADA /FI/	$43.8M	135,728	+74,202	ADD
107	Nippon Life Global Investors Americas, Inc.	$42.2M	130,660	+31,690	ADD
108	D. E. Shaw & Co., Inc.	$41.4M	128,323	+85,888	ADD
109	DAVIS R M INC	$41.3M	127,830	+127,830	NEW
110	AMF Tjanstepension AB	$39.7M	122,843	+3,377	ADD
111	HM PAYSON & CO	$39.5M	122,238	−2,725	TRIM
112	DANSKE BANK A/S	$38.9M	120,577	−483	TRIM
113	VOYA INVESTMENT MANAGEMENT LLC	$38.9M	120,463	−345,753	TRIM
114	TCTC Holdings, LLC	$38.7M	120,000	−161	TRIM
115	1832 Asset Management L.P.	$38.6M	119,568	+84,654	ADD
116	SCHRODER INVESTMENT MANAGEMENT GROUP	$38.3M	118,198	+44,269	ADD
117	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$37.1M	114,974	+114,974	NEW
118	Schonfeld Strategic Advisors LLC	$36.8M	114,003	+42,629	ADD
119	STATE OF WISCONSIN INVESTMENT BOARD	$35.9M	111,288	+3,029	ADD
120	Tidal Investments LLC	$35.8M	111,064	+30,774	ADD
121	Cannell & Spears LLC	$35.5M	109,902	−947	TRIM
122	Chevy Chase Trust Holdings, LLC	$35.1M	108,749	−3,309	TRIM
123	Ironvine Capital Partners, LLC	$34.8M	107,688	+8	ADD
124	Woodline Partners LP	$33.0M	102,369	−154,012	TRIM
125	LPL Financial LLC	$33.0M	102,111	+26,621	ADD
126	Vanguard Investments Australia, Ltd.	$32.9M	102,047	—	NO PRIOR
127	Broad Run Investment Management, LLC	$32.7M	101,157	−5,410	TRIM
128	Capital International, Inc./CA/	$31.9M	98,915	+10,455	ADD
129	Obermeyer Wealth Partners	$31.7M	98,353	+11	ADD
130	Zurcher Kantonalbank (Zurich Cantonalbank)	$31.7M	98,090	+98,090	NEW
131	KLP KAPITALFORVALTNING AS	$31.6M	97,952	+4,280	ADD
132	APG Asset Management N.V.	$31.4M	112,043	−2,160	TRIM
133	GATEWAY INVESTMENT ADVISERS LLC	$31.2M	96,683	+2,987	ADD
134	Asset Management One Co., Ltd.	$30.4M	94,239	−306	TRIM
135	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$30.1M	93,305	+31,940	ADD
136	Onex Canada Asset Management Inc.	$29.9M	92,519	−27,136	TRIM
137	WELLINGTON MANAGEMENT GROUP LLP	$29.5M	91,374	+7,147	ADD
138	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$29.2M	90,429	+80,679	ADD
139	Summit Trail Advisors, LLC	$29.1M	90,234	+4,206	ADD
140	Pictet Asset Management Holding SA	$29.0M	89,972	−3,994	TRIM
141	Gotham Asset Management, LLC	$28.7M	88,805	+7,296	ADD
142	ROYAL LONDON ASSET MANAGEMENT LTD	$28.5M	88,381	+2,387	ADD
143	Swedbank AB	$28.2M	87,464	+55	ADD
144	Advisors Capital Management, LLC	$27.9M	86,431	−3,922	TRIM
145	TD ASSET MANAGEMENT INC	$26.0M	80,527	+2,366	ADD
146	ASSETMARK, INC	$26.0M	80,499	+67,178	ADD
147	CITADEL ADVISORS LLC	$25.9M	80,300	−361,986	TRIM
148	Mariner, LLC	$25.0M	77,401	+28,784	ADD
149	CIBC Bancorp USA Inc.	$24.3M	75,189	—	NO PRIOR
150	Capital International Sarl	$23.3M	72,301	+5,660	ADD
151	Squarepoint Ops LLC	$23.2M	71,935	+66,207	ADD
152	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$23.1M	71,538	+46,646	ADD
153	State of New Jersey Common Pension Fund D	$22.7M	70,259	−1,034	TRIM
154	Lansforsakringar Fondforvaltning AB (publ)	$22.3M	69,198	+247	ADD
155	CIBC Asset Management Inc	$22.3M	68,971	−20,629	TRIM
156	Cerity Partners LLC	$21.7M	67,369	+20,176	ADD
157	SEB Asset Management AB	$21.6M	66,899	—	NO PRIOR
158	Distillate Capital Partners LLC	$21.2M	65,551	+65,551	NEW
159	PICTON MAHONEY ASSET MANAGEMENT	$20.3M	63,005	+6,881	ADD
160	BANK OF NOVA SCOTIA	$20.2M	62,532	+14,465	ADD
161	JLB & ASSOCIATES INC	$20.0M	61,966	−2,946	TRIM
162	Alyeska Investment Group, L.P.	$19.9M	61,730	−4,915	TRIM
163	Tredje AP-fonden	$19.7M	61,086	+53,370	ADD
164	PUBLIC SECTOR PENSION INVESTMENT BOARD	$19.7M	61,016	+6,272	ADD
165	TUDOR INVESTMENT CORP ET AL	$19.7M	61,000	+61,000	NEW
166	CREDIT AGRICOLE S A	$19.0M	58,883	−10,654	TRIM
167	Czech National Bank	$18.9M	58,418	+1,742	ADD
168	XPONANCE LLC	$18.8M	58,330	+3,748	ADD
169	Resona Asset Management Co.,Ltd.	$18.7M	58,047	+524	ADD
170	Saraza Management, LP	$18.5M	57,325	−7,375	TRIM
171	Avalon Trust Co	$18.5M	57,236	+350	ADD
172	STATE OF MICHIGAN RETIREMENT SYSTEM	$18.1M	56,058	−200	TRIM
173	Arizona State Retirement System	$18.1M	55,957	−1,698	TRIM
174	IEQ CAPITAL, LLC	$17.1M	53,062	+25,715	ADD
175	Robeco Institutional Asset Management B.V.	$17.0M	52,608	−10,587	TRIM
176	Rafferty Asset Management, LLC	$16.8M	52,151	−13,417	TRIM
177	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$16.1M	49,966	−29	TRIM
178	Creative Planning	$16.1M	49,764	+9,734	ADD
179	CIBC WORLD MARKET INC.	$16.1M	49,729	+791	ADD
180	BARINGS LLC	$14.9M	46,248	−24,829	TRIM
181	Varma Mutual Pension Insurance Co	$14.9M	46,100	0	NO CHANGE
182	Retirement Systems of Alabama	$14.7M	45,550	−175	TRIM
183	DnB Asset Management AS	$14.4M	44,583	+3,222	ADD
184	Suncoast Equity Management	$14.3M	44,390	+44,390	NEW
185	Mirae Asset Global Investments Co., Ltd.	$14.1M	43,713	+6,161	ADD
186	ProShare Advisors LLC	$13.9M	43,186	−2,183	TRIM
187	Allianz Asset Management GmbH	$13.9M	43,114	+1,367	ADD
188	STEPHENS INC /AR/	$13.7M	42,556	+2,300	ADD
189	HighTower Advisors, LLC	$13.6M	42,170	+140	ADD
190	Orion Porfolio Solutions, LLC	$13.5M	41,812	−1,510	TRIM
191	IFM Investors Pty Ltd	$13.2M	40,827	+1,288	ADD
192	CORSAIR CAPITAL MANAGEMENT, L.P.	$12.9M	40,101	0	NO CHANGE
193	Daiwa Securities Group Inc.	$12.7M	39,430	+5,420	ADD
194	Corient Private Wealth LLC	$12.6M	40,653	−130,852	TRIM
195	Pathstone Holdings, LLC	$12.5M	38,692	−246	TRIM
196	Artemis Investment Management LLP	$11.9M	36,724	−4,505	TRIM
197	Cetera Investment Advisers	$11.8M	36,423	+8,929	ADD
198	FRONTIER CAPITAL MANAGEMENT CO LLC	$11.3M	34,992	−23,601	TRIM
199	CAPITAL INTERNATIONAL LTD /CA/	$11.2M	34,832	+1,388	ADD
200	Utah Retirement Systems	$11.0M	34,131	−567	TRIM
201	FACTORY MUTUAL INSURANCE CO	$11.0M	34,000	+1,300	ADD
202	Point72 Asset Management, L.P.	$10.7M	33,297	−154,921	TRIM
203	Eurizon Capital SGR S.p.A.	$10.3M	31,906	+31,906	NEW
204	Sone Capital Management, LLC	$10.2M	31,483	−2,819	TRIM
205	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$10.1M	31,236	+31,236	NEW
206	TRUIST FINANCIAL CORP	$10.1M	31,199	+10,186	ADD
207	Baird Financial Group, Inc.	$9.9M	30,711	+30,711	NEW
208	NEOS Investment Management LLC	$9.9M	30,543	−3,257	TRIM
209	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$9.9M	30,522	+6,743	ADD
210	Elo Mutual Pension Insurance Co	$9.7M	30,191	+1,999	ADD
211	Engineers Gate Manager LP	$9.5M	29,551	+2,999	ADD
212	CWM, LLC	$9.5M	29,527	+15,596	ADD
213	PRUDENTIAL FINANCIAL INC	$9.4M	29,018	−8,843	TRIM
214	Sumitomo Mitsui DS Asset Management Company, Ltd	$9.2M	28,640	+274	ADD
215	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$9.1M	28,141	−8,207	TRIM
216	MML INVESTORS SERVICES, LLC	$9.0M	28,019	+14,533	ADD
217	Philadelphia Financial Management of San Francisco, LLC	$9.0M	28,000	+28,000	NEW
218	MERCER GLOBAL ADVISORS INC /ADV	$9.0M	27,748	+10,878	ADD
219	FIRST TRUST ADVISORS LP	$8.9M	27,672	−11,245	TRIM
220	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$8.7M	27,076	+2,785	ADD
221	Vanguard Personalized Indexing Management, LLC	$8.7M	27,025	−977	TRIM
222	AMERICAN CENTURY COMPANIES INC	$8.7M	26,854	−1,437	TRIM
223	Vinva Investment Management Ltd	$8.7M	26,725	+7,629	ADD
224	Janus Henderson Group Ltd.	$8.6M	26,747	+2,396	ADD
225	OLD NATIONAL BANCORP /IN/	$8.5M	26,400	+2,100	ADD
226	OPPENHEIMER ASSET MANAGEMENT INC.	$8.5M	26,392	−6,560	TRIM
227	GHP Investment Advisors, Inc.	$8.5M	26,374	−144	TRIM
228	FIFTH THIRD BANCORP	$8.4M	26,074	+1,761	ADD
229	Callan Family Office, LLC	$8.3M	25,719	+2,567	ADD
230	US BANCORP \DE\	$8.0M	24,891	−6,577	TRIM
231	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$8.0M	24,637	+42	ADD
232	Capital Group Private Client Services, Inc.	$7.9M	24,516	−18,055	TRIM
233	Qube Research & Technologies Ltd	$7.9M	24,328	−30,442	TRIM
234	M&T BANK CORP	$7.8M	24,014	−2,489	TRIM
235	Dash Acquisitions Inc.	$7.7M	23,289	+734	ADD
236	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$7.6M	28,622	−4,042	TRIM
237	FIRST MANHATTAN CO. LLC.	$7.4M	23,071	−2,385	TRIM
238	OSAIC HOLDINGS, INC.	$7.4M	23,049	−421	TRIM
239	YHB Investment Advisors, Inc.	$7.4M	23,048	−1,487	TRIM
240	Hyperion Capital Advisors LP	$7.4M	23,001	+23,001	NEW
241	Federation des caisses Desjardins du Quebec	$7.4M	22,989	+9,398	ADD
242	Live Oak Private Wealth LLC	$7.4M	22,945	+382	ADD
243	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$7.4M	22,816	−265	TRIM
244	FORA Capital, LLC	$7.3M	22,617	+14,420	ADD
245	Empowered Funds, LLC	$7.3M	22,496	+3,892	ADD
246	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.2M	22,425	+124	ADD
247	Waverly Advisors, LLC	$7.1M	22,073	+19,804	ADD
248	STRATEGY ASSET MANAGERS LLC	$7.1M	21,983	−529	TRIM
249	Fiduciary Group, LLC	$7.0M	21,616	+194	ADD
250	CARDEROCK CAPITAL MANAGEMENT INC	$7.0M	21,586	−852	TRIM
251	Bleakley Financial Group, LLC	$6.9M	21,435	+1,770	ADD
252	Bridgewater Advisors Inc.	$6.8M	21,857	+21,857	NEW
253	NORDEA INVESTMENT MANAGEMENT AB	$6.7M	21,029	+1,044	ADD
254	KWMG, LLC	$6.6M	20,420	+711	ADD
255	ASR Vermogensbeheer N.V.	$6.6M	20,344	+340	ADD
256	Bridgewater Associates, LP	$6.5M	20,219	+6,851	ADD
257	GUGGENHEIM CAPITAL LLC	$6.5M	20,069	+17,050	ADD
258	MILLENNIUM MANAGEMENT LLC	$6.4M	19,976	−616,946	TRIM
259	GERBER, LLC	$6.3M	19,553	0	NO CHANGE
260	TWO SIGMA INVESTMENTS, LP	$6.3M	19,537	+40	ADD
261	COMMERCE BANK	$6.3M	19,432	+998	ADD
262	ABN AMRO INVESTMENT SOLUTIONS	$6.2M	19,265	+19,265	NEW
263	Obion Capital Management LP	$6.2M	19,079	+2,890	ADD
264	Avanza Fonder AB	$6.1M	18,957	0	NO CHANGE
265	Savant Capital, LLC	$6.0M	18,626	−173	TRIM
266	MACQUARIE GROUP LTD	$6.0M	18,502	−9,796	TRIM
267	Sanctuary Advisors, LLC	$5.8M	18,119	+2,366	ADD
268	COMMONWEALTH EQUITY SERVICES, LLC	$5.8M	17,879	−7,889	TRIM
269	Haverford Financial Services, Inc.	$5.8M	17,853	−4,164	TRIM
270	Bell Asset Management Ltd	$5.8M	17,801	+1,860	ADD
271	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.6M	17,363	−9,734	TRIM
272	PRUDENTIAL PLC	$5.4M	16,747	−4,053	TRIM
273	Berman McAleer LLC	$5.4M	16,609	−4	TRIM
274	Investment Management Corp of Ontario	$5.3M	16,450	−922	TRIM
275	Graham Capital Management, L.P.	$5.2M	16,254	+16,254	NEW
276	Sequoia Financial Advisors, LLC	$5.1M	15,907	+705	ADD
277	Wealthfront Advisers LLC	$5.1M	15,672	+1,262	ADD
278	Cresset Asset Management, LLC	$5.0M	15,619	−155	TRIM
279	Kestra Advisory Services, LLC	$5.0M	15,553	−3,393	TRIM
280	Illinois Municipal Retirement Fund	$5.0M	15,480	+768	ADD
281	JOHNSON INVESTMENT COUNSEL INC	$4.8M	14,964	−2,384	TRIM
282	Aptus Capital Advisors, LLC	$4.8M	14,884	+13,506	ADD
283	Osmosis Investment Management UK Ltd	$4.5M	13,983	+674	ADD
284	PITTENGER & ANDERSON INC	$4.5M	13,897	0	NO CHANGE
285	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$4.5M	13,842	+13,842	NEW
286	Trexquant Investment LP	$4.4M	13,488	−6,328	TRIM
287	Jasper Ridge Partners, L.P.	$4.3M	13,390	0	NO CHANGE
288	Atria Investments, Inc	$4.3M	13,185	−796	TRIM
289	Modera Wealth Management, LLC	$4.2M	13,105	−160	TRIM
290	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$4.2M	13,043	−26	TRIM
291	MIZUHO SECURITIES USA LLC	$4.2M	12,967	−2,683	TRIM
292	Marks Group Wealth Management, Inc	$4.2M	12,928	−6,746	TRIM
293	BUCKHEAD CAPITAL MANAGEMENT LLC	$3.9M	12,083	−226	TRIM
294	Norinchukin Bank, The	$3.9M	12,013	−84	TRIM
295	Rockefeller Capital Management L.P.	$3.8M	11,845	+1,397	ADD
296	Laird Norton Wetherby Trust Company, LLC	$3.8M	11,771	+255	ADD
297	RENAISSANCE TECHNOLOGIES LLC	$3.7M	11,601	+11,601	NEW
298	Accurate Wealth Management, LLC	$3.7M	11,832	+7	ADD
299	Clearstead Advisors, LLC	$3.7M	11,444	+906	ADD
300	&PARTNERS	$3.6M	11,213	−905	TRIM
301	MAI Capital Management	$3.6M	11,210	+2,178	ADD
302	JANE STREET GROUP, LLC	$3.6M	11,026	+1,990	ADD
303	Miller Capital Partners, Inc.	$3.6M	11,008	+175	ADD
304	Wealthspire Retirement, LLC	$3.5M	10,997	−290	TRIM
305	REGIONS FINANCIAL CORP	$3.5M	10,939	−561	TRIM
306	ELEVATION POINT WEALTH PARTNERS, LLC	$3.5M	10,724	+8,924	ADD
307	World Investment Advisors	$3.4M	10,654	+7,390	ADD
308	Merit Financial Group, LLC	$3.4M	10,614	+2,478	ADD
309	Steward Partners Investment Advisory, LLC	$3.4M	10,573	+8,782	ADD
310	Machina Capital S.A.S.	$3.4M	10,561	+2,747	ADD
311	Radnor Capital Management, LLC	$3.4M	10,547	−85	TRIM
312	EXENCIAL WEALTH ADVISORS, LLC	$3.4M	10,468	+508	ADD
313	Maryland State Retirement & Pension System	$3.4M	10,467	0	NO CHANGE
314	SCOTIA CAPITAL INC.	$3.3M	10,329	−2,304	TRIM
315	2Xideas AG	$3.3M	10,275	−2,096	TRIM
316	Sivia Capital Partners, LLC	$3.3M	10,250	+7,521	ADD
317	Voleon Capital Management LP	$3.3M	10,159	−8,351	TRIM
318	Pure Financial Advisors, LLC	$3.3M	10,076	−1,196	TRIM
319	Larson Financial Group LLC	$3.2M	10,002	+418	ADD
320	ANDERSON HOAGLAND & CO	$3.2M	9,894	+164	ADD
321	Pine Valley Investments Ltd Liability Co	$3.2M	9,855	−5,970	TRIM
322	Allspring Global Investments Holdings, LLC	$3.1M	9,763	−3,283	TRIM
323	MV CAPITAL MANAGEMENT, INC.	$3.1M	9,669	+156	ADD
324	Diversified Trust Co	$3.1M	9,515	−3,671	TRIM
325	CITIZENS FINANCIAL GROUP INC/RI	$3.0M	9,262	−15,371	TRIM
326	Tower Research Capital LLC (TRC)	$3.0M	9,186	+832	ADD
327	Private Advisor Group, LLC	$3.0M	9,142	+2,806	ADD
328	LBMC INVESTMENT ADVISORS, LLC	$2.9M	9,113	−278	TRIM
329	NICOLET BANKSHARES INC	$2.9M	9,106	+9,106	NEW
330	MUFG Securities EMEA plc	$2.8M	8,794	−45,717	TRIM
331	FIRST FOUNDATION ADVISORS	$2.8M	8,678	−1,200	TRIM
332	Burkett Asset Management Ltd	$2.8M	8,639	+280	ADD
333	Lido Advisors, LLC	$2.7M	8,396	−2,472	TRIM
334	Equitable Holdings, Inc.	$2.7M	7,617	+6,344	ADD
335	Assenagon Asset Management S.A.	$2.7M	8,220	+1,327	ADD
336	ProVise Management Group, LLC	$2.6M	7,982	+4,955	ADD
337	TD Waterhouse Canada Inc.	$2.6M	7,990	+3,548	ADD
338	VestGen Advisors, LLC	$2.6M	8,105	+1,091	ADD
339	Vestmark Advisory Solutions, Inc.	$2.6M	7,941	+96	ADD
340	Metis Global Partners, LLC	$2.5M	7,866	−773	TRIM
341	Verdence Capital Advisors LLC	$2.5M	7,631	−314	TRIM
342	Northwest & Ethical Investments L.P.	$2.4M	7,552	+4,821	ADD
343	Saudi Central Bank	$2.4M	7,537	+7,537	NEW
344	HB Wealth Management, LLC	$2.4M	7,509	+1,670	ADD
345	Americana Partners, LLC	$2.4M	7,484	+3,552	ADD
346	Legacy Wealth Asset Management, LLC	$2.4M	7,470	+1,050	ADD
347	DRW Securities, LLC	$2.4M	7,433	+4,301	ADD
348	CHOREO, LLC	$2.3M	7,235	−379	TRIM
349	Capital Group Investment Management Pte. Ltd.	$2.3M	7,219	+780	ADD
350	Crossmark Global Holdings, Inc.	$2.3M	7,178	—	NO PRIOR
351	KEYBANK NATIONAL ASSOCIATION/OH	$2.3M	7,044	+221	ADD
352	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.2M	6,957	+140	ADD
353	Vident Advisory, LLC	$2.2M	6,872	+1,855	ADD
354	ExodusPoint Capital Management, LP	$2.2M	6,843	+6,843	NEW
355	Lafayette Investments, Inc.	$2.2M	6,800	+130	ADD
356	PFA Pension, Forsikringsaktieselskab	$2.2M	6,769	+6,769	NEW
357	Salvus Wealth Management, LLC	$2.2M	6,717	−57	TRIM
358	Lombard Odier Asset Management (Switzerland) SA	$2.2M	6,713	+6,713	NEW
359	NewEdge Advisors, LLC	$2.2M	6,664	+6,664	NEW
360	Catalyst Capital Advisors LLC	$2.1M	6,577	+72	ADD
361	Ascent Group, LLC	$2.1M	6,563	−2,169	TRIM
362	PERSONAL CFO SOLUTIONS, LLC	$2.0M	6,331	+1,394	ADD
363	NOMURA HOLDINGS INC	$2.0M	6,317	+907	ADD
364	AIRE ADVISORS, LLC	$2.0M	6,273	+16	ADD
365	QRG CAPITAL MANAGEMENT, INC.	$2.0M	6,169	+2,049	ADD
366	NewEdge Wealth, LLC	$2.0M	6,123	−10,684	TRIM
367	North Dakota State Investment Board	$2.0M	6,082	−1,114	TRIM
368	ASHTON THOMAS SECURITIES, LLC	$1.9M	6,030	+6,030	NEW
369	K.J. Harrison & Partners Inc	$1.9M	6,000	+6,000	NEW
370	EP Wealth Advisors, LLC	$1.9M	5,995	−19	TRIM
371	OPPENHEIMER & CO INC	$1.9M	5,955	+3,158	ADD
372	ANCHOR CAPITAL ADVISORS LLC	$1.9M	5,938	−10	TRIM
373	Beacon Pointe Advisors, LLC	$1.9M	5,899	+2,407	ADD
374	SECURIAN ASSET MANAGEMENT, INC	$1.9M	5,844	0	NO CHANGE
375	Dai-ichi Life Insurance Company, Ltd	$1.9M	5,834	−377	TRIM
376	Warner Group LLC	$1.9M	5,804	−500	TRIM
377	OCCUDO QUANTITATIVE STRATEGIES LP	$1.8M	5,883	+5,883	NEW
378	Meeder Advisory Services, Inc.	$1.8M	5,601	+927	ADD
379	BROWN ADVISORY INC	$1.8M	5,553	−209	TRIM
380	Brooklyn Investment Group	$1.8M	5,474	+807	ADD
381	BANK OF NOVA SCOTIA TRUST CO	$1.7M	5,267	+5,267	NEW
382	OneDigital Investment Advisors LLC	$1.7M	5,211	−231	TRIM
383	Caldwell Trust Co	$1.7M	5,200	0	NO CHANGE
384	Concurrent Investment Advisors, LLC	$1.7M	5,113	+377	ADD
385	Snowden Capital Advisors LLC	$1.6M	5,074	−164	TRIM
386	NorthCrest Asset Manangement, LLC	$1.6M	5,059	−315	TRIM
387	Caprock Group, LLC	$1.6M	5,041	−1,795	TRIM
388	COLDSTREAM CAPITAL MANAGEMENT INC	$1.6M	4,987	−797	TRIM
389	OSSIAM	$1.6M	4,984	+731	ADD
390	Triumph Capital Management	$1.6M	4,952	+2	ADD
391	Mesirow Financial Investment Management, Inc.	$1.6M	4,897	+6	ADD
392	ROMANO BROTHERS AND COMPANY	$1.6M	4,882	−25	TRIM
393	MGO ONE SEVEN LLC	$1.5M	4,789	+2,266	ADD
394	QUADRANT CAPITAL GROUP LLC	$1.5M	4,705	+247	ADD
395	Waterfront Wealth Inc.	$1.5M	4,650	+895	ADD
396	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.5M	4,629	+2,765	ADD
397	Parkside Financial Bank & Trust	$1.5M	4,526	−78	TRIM
398	Value Partners Investments Inc.	$1.5M	4,513	+506	ADD
399	Richard Bernstein Advisors LLC	$1.4M	4,425	+4,425	NEW
400	ENTERPRISE FINANCIAL SERVICES CORP	$1.4M	4,397	−139	TRIM
401	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$1.4M	4,348	+4,348	NEW
402	Ashton Thomas Private Wealth, LLC	$1.4M	4,339	+3,028	ADD
403	Greenland Capital Management LP	$1.4M	4,325	−375	TRIM
404	Banque Cantonale Vaudoise	$1.4M	4,319	+2,543	ADD
405	Biltmore Family Office, LLC	$1.4M	4,242	−12,320	TRIM
406	NORDEN GROUP LLC	$1.4M	4,227	+270	ADD
407	Cambria Investment Management, L.P.	$1.3M	4,133	−315	TRIM
408	MISSION WEALTH MANAGEMENT, LP	$1.3M	4,129	+220	ADD
409	MATTERN CAPITAL MANAGEMENT, LLC	$1.3M	4,116	+142	ADD
410	EXCHANGE TRADED CONCEPTS, LLC	$1.3M	4,110	+885	ADD
411	Portside Wealth Group, LLC	$1.3M	4,092	−2,959	TRIM
412	Chesley Taft & Associates LLC	$1.3M	4,073	−5	TRIM
413	Accredited Investors Inc.	$1.3M	4,067	−118	TRIM
414	WEALTHEDGE INVESTMENT ADVISORS, LLC	$1.3M	4,059	+2,293	ADD
415	Dynasty Wealth Management, LLC	$1.3M	3,984	+148	ADD
416	Ellis Investment Partners, LLC	$1.3M	3,903	−84	TRIM
417	Focus Partners Advisor Solutions, LLC	$1.2M	3,847	+3,847	NEW
418	LGT Fund Management Co Ltd.	$1.2M	3,818	0	NO CHANGE
419	Curated Wealth Partners LLC	$1.2M	3,761	−95	TRIM
420	Regal Investment Advisors LLC	$1.2M	3,715	+749	ADD
421	NorthRock Partners, LLC	$1.2M	3,683	+528	ADD
422	Vise Technologies, Inc.	$1.2M	3,334	0	NO CHANGE
423	Silver Lake Advisory, LLC	$1.2M	3,623	0	NO CHANGE
424	PANAGORA ASSET MANAGEMENT INC	$1.2M	3,594	+1,357	ADD
425	Allworth Financial LP	$1.2M	3,589	+994	ADD
426	EVOLVE PRIVATE WEALTH, LLC	$1.2M	3,584	−596	TRIM
427	Canton Hathaway, LLC	$1.1M	3,500	+3,500	NEW
428	Chicago Partners Investment Group LLC	$1.1M	3,420	+2,125	ADD
429	ABN AMRO Bank N.V.	$1.1M	3,402	0	NO CHANGE
430	SIGNATUREFD, LLC	$1.1M	3,417	+40	ADD
431	LGT Group Foundation	$1.1M	3,402	+2	ADD
432	Bank Pictet & Cie (Europe) AG	$1.1M	3,335	0	NO CHANGE
433	PRINCIPAL SECURITIES, INC.	$1.1M	3,329	+3,329	NEW
434	Apollon Wealth Management, LLC	$1.1M	3,315	+1,301	ADD
435	Gibbs Wealth Management	$1.1M	3,291	−1,231	TRIM
436	UPTICK PARTNERS, LLC	$1.1M	3,291	+842	ADD
437	DUNCKER STREETT & CO INC	$1.1M	3,289	0	NO CHANGE
438	U.S. Capital Wealth Advisors, LLC	$1.1M	3,286	+105	ADD
439	Stratos Wealth Partners, LTD.	$1.0M	3,212	+406	ADD
440	Diversified Enterprises, LLC	$1.0M	3,207	−3,429	TRIM
441	Comprehensive Financial Management LLC	$1.0M	3,197	0	NO CHANGE
442	Chicago Capital, LLC	$1.0M	3,123	+1,065	ADD
443	Marble Harbor Investment Counsel, LLC	$1.0M	3,100	−10	TRIM
444	Nordwand Advisors, LLC	$996K	3,085	−875	TRIM
445	Frank, Rimerman Advisors LLC	$992K	3,073	−48	TRIM
446	Citrine Capital LLC	$991K	3,070	−30	TRIM
447	Pinnacle Financial Partners, Inc.	$990K	3,066	−227	TRIM
448	Intellectus Partners, LLC	$989K	3,063	+144	ADD
449	Henshaw Capital LLC	$987K	3,058	—	NO PRIOR
450	Pekin Hardy Strauss, Inc.	$978K	3,030	−586	TRIM
451	ARTHUR M. COHEN & ASSOCIATES, LLC	$970K	3,020	0	NO CHANGE
452	Perigon Wealth Management, LLC	$968K	3,000	+63	ADD
453	RBF Capital, LLC	$968K	3,000	−3,000	TRIM
454	OXFORD FINANCIAL GROUP, LTD. LLC	$959K	2,971	−22	TRIM
455	Perpetual Ltd	$955K	2,959	+1,480	ADD
456	GeoWealth Management, LLC	$942K	2,918	+2,918	NEW
457	PFW Advisors LLC	$929K	2,879	0	NO CHANGE
458	Armor Investment Advisors, LLC	$919K	2,846	+6	ADD
459	MATHER GROUP, LLC.	$905K	2,805	−120	TRIM
460	KESTRA PRIVATE WEALTH SERVICES, LLC	$898K	2,781	+1,548	ADD
461	RITHOLTZ WEALTH MANAGEMENT	$888K	2,752	+819	ADD
462	Joel Isaacson & Co., LLC	$882K	2,734	0	NO CHANGE
463	Compound Planning, Inc.	$882K	2,733	+212	ADD
464	Beverly Hills Private Wealth, LLC	$880K	2,726	+321	ADD
465	Circle Wealth Management, LLC	$876K	2,715	−1,113	TRIM
466	GFS Advisors, LLC	$876K	12,630	+12,630	NEW
467	Mutual Advisors, LLC	$871K	2,699	−25	TRIM
468	Sompo Asset Management Co., Ltd.	$868K	2,690	−20	TRIM
469	Kingsview Wealth Management, LLC	$862K	2,670	−104	TRIM
470	LBP AM SA	$857K	2,655	−8,635	TRIM
471	Foundation Wealth Management, LLC	$856K	2,651	+7	ADD
472	WEBSTERROGERS FINANCIAL ADVISORS, LLC	$854K	2,647	0	NO CHANGE
473	Koa Wealth Management, LLC	$851K	2,636	−66	TRIM
474	Parallax Volatility Advisers, L.P.	$849K	2,532	+2,532	NEW
475	Modern Wealth Management, LLC	$820K	2,550	+2,550	NEW
476	Harbor Advisors LLC	$807K	2,500	0	NO CHANGE
477	CRUX WEALTH ADVISORS	$781K	2,419	+2,419	NEW
478	Trust Asset Management LLC	$771K	2,390	0	NO CHANGE
479	Advisor OS, LLC	$766K	2,373	+1,437	ADD
480	Connecticut Wealth Management, LLC	$757K	2,344	0	NO CHANGE
481	GRIFFIN ASSET MANAGEMENT, INC.	$754K	2,337	+125	ADD
482	Factor Wealth Management LTD	$750K	2,324	−1,855	TRIM
483	a16z Perennial Management, L.P.	$746K	2,310	0	NO CHANGE
484	Pallas Capital Advisors LLC	$744K	2,304	+972	ADD
485	Arax Advisory Partners	$735K	2,280	+14	ADD
486	Act Two Investors LLC	$734K	2,275	0	NO CHANGE
487	Capital Investment Advisors, LLC	$733K	2,271	+389	ADD
488	Aviso Financial Inc.	$732K	2,267	−50	TRIM
489	FIDELIS CAPITAL PARTNERS, LLC	$730K	2,263	+268	ADD
490	Future Fund LLC	$729K	2,257	+15	ADD
491	Three Seasons Wealth, LLC	$727K	2,252	−178	TRIM
492	Evernest Financial Advisors, LLC	$722K	2,230	+988	ADD
493	Greenspring Advisors, LLC	$721K	2,233	−93	TRIM
494	Bangor Savings Bank	$718K	2,223	−60	TRIM
495	MBL Wealth, LLC	$715K	2,216	+631	ADD
496	MOKAN Wealth Management Inc.	$711K	2,202	−1,698	TRIM
497	Founders Financial Alliance, LLC	$703K	2,179	+126	ADD
498	MONETA GROUP INVESTMENT ADVISORS LLC	$703K	2,179	−210	TRIM
499	Cache Advisors, LLC	$701K	2,173	0	NO CHANGE
500	Wilmington Savings Fund Society, FSB	$699K	2,167	−500	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · AON

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 6 Viking Global Investors, Markel Group, Gotham Asset Management, Tudor Investment Corp, Bridgewater Associates, Baupost Group $450M held
Trimming: 2 Berkshire Hathaway, Moore Capital Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · AON PLC

Merged timeline of congressional filings and notable-manager moves on AON
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Viking Global Investors 13F	ADD	+303,464 sh
2026-05-15	Gotham Asset Management 13F	ADD	+7,296 sh
2026-05-15	Tudor Investment Corp 13F	NEW	+61,000 sh
2026-05-15	Bridgewater Associates 13F	ADD	+6,851 sh
2026-05-15	Berkshire Hathaway 13F	EXIT	−3,602,995 sh
2026-05-15	Moore Capital Management 13F	EXIT	−139,600 sh
2026-05-14	Baupost Group 13F	NEW	+769,000 sh
2026-05-01	Markel Group 13F	ADD	+1,750 sh

9 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

13 members of Congress disclosed AON — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).