Who holds AONticker 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 ↗

916

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$50.2B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

459

addsholders whose share count rose or who opened the position (new + add), by shares

140

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Purchase	$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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

13 members of Congress disclosed AON — the congressional view ↗