Filing Research | AON - AON PLC Institutional Holdings

Snapshot holdings

50 / 324 loaded

#		Instrument	quantity
1	COMGEST GLOBAL INVESTORS S.A.S.	Shares	820.3KSH	$272.1M
2	PineStone Asset Management Inc.	Shares	799.3KSH	$265.1M
3	DAVENPORT & Co LLC	Shares	336.3KSH	$111.2M
4	SCHARF INVESTMENTS, LLC	Shares	226.6KSH	$75.2M
5	Assenagon Asset Management S.A.	Shares	188.8KSH	$62.6M
6	Ninety One UK Ltd	Shares	161.0KSH	$53.4M
7	Ninety One North America, Inc.	Shares	108.6KSH	$36.0M
8	GATEWAY INVESTMENT ADVISERS LLC	Shares	95.9KSH	$31.8M
9	Czech National Bank	Shares	60.8KSH	$20.2M
10	Swedbank AB	Shares	54.7KSH	$18.1M
11	Mirae Asset Global Investments Co., Ltd.	Shares	48.9KSH	$16.2M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	47.2KSH	$15.6M
13	IFM Investors Pty Ltd	Shares	46.3KSH	$15.4M
14	Canoe Financial LP	Shares	45.8KSH	$15.2M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	46.4KSH	$14.3M
16	Mediolanum International Funds Ltd	Shares	38.4KSH	$12.6M
17	Robeco Institutional Asset Management B.V.	Shares	35.7KSH	$11.8M
18	HM PAYSON & CO	Shares	34.7KSH	$11.5M
19	FACTORY MUTUAL INSURANCE CO	Shares	33.6KSH	$11.2M
20	Artemis Investment Management LLP	Shares	31.9KSH	$10.6M
21	Police & Firemen's Retirement System of New Jersey	Shares	31.1KSH	$10.3M
22	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	28.9KSH	$9.6M
23	OLD NATIONAL BANCORP /IN/	Shares	27.3KSH	$9.0M
24	GHP Investment Advisors, Inc.	Shares	26.0KSH	$8.6M
25	Boston Common Asset Management, LLC	Shares	23.9KSH	$7.9M
26	CARDEROCK CAPITAL MANAGEMENT INC	Shares	23.6KSH	$7.8M
27	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	22.1KSH	$7.3M
28	Live Oak Private Wealth LLC	Shares	21.5KSH	$7.1M
29	Violich Capital Management, Inc.	Shares	21.4KSH	$7.1M
30	KWMG, LLC	Shares	21.1KSH	$7.0M
31	Avanza Fonder AB	Shares	19.0KSH	$6.3M
32	ABN AMRO INVESTMENT SOLUTIONS	Shares	18.9KSH	$6.3M
33	Fideuram Asset Management (Ireland) dac	Shares	18.1KSH	$5.9M
34	Sequoia Financial Advisors, LLC	Shares	17.6KSH	$5.9M
35	JOHNSON INVESTMENT COUNSEL INC	Shares	14.8KSH	$4.9M
36	Merit Financial Group, LLC	Shares	14.1KSH	$4.7M
37	MIZUHO SECURITIES USA LLC	Shares	13.0KSH	$4.2M
38	Apollon Wealth Management, LLC	Shares	12.5KSH	$4.1M
39	Accurate Wealth Management, LLC	Shares	11.5KSH	$4.1M
40	ANDERSON HOAGLAND & CO	Shares	10.9KSH	$3.6M
41	Louisiana State Employees Retirement System	Shares	10.9KSH	$3.6M
42	Radnor Capital Management, LLC	Shares	10.7KSH	$3.5M
43	Pine Valley Investments Ltd Liability Co	Shares	10.2KSH	$3.4M
44	Diversified Trust Co	Shares	9.8KSH	$3.3M
45	CARY STREET PARTNERS FINANCIAL LLC	Shares	9.8KSH	$3.3M
46	Sivia Capital Partners, LLC	Shares	9.3KSH	$3.1M
47	CULLEN INVESTMENT GROUP, LTD.	Shares	8.7KSH	$2.9M
48	Berman McAleer LLC	Shares	8.6KSH	$2.9M
49	YHB Investment Advisors, Inc.	Shares	8.0KSH	$2.7M
50	Legacy Wealth Asset Management, LLC	Shares	7.5KSH	$2.5M

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Manager changes2026-06-30 vs 2026-03-31

50 / 355 loaded

#		Instrument
1	PineStone Asset Management Inc. new	Shares	+799.3K	+$265.1M	$265.1M
2	COMGEST GLOBAL INVESTORS S.A.S. added	Shares	+191.6K	+$69.1M	$272.1M
3	Assenagon Asset Management S.A. added	Shares	+180.6K	+$60.0M	$62.6M
4	Ninety One UK Ltd added	Shares	+23.4K	+$9.0M	$53.4M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+17.8K	+$6.6M	$14.3M
6	Fideuram Asset Management (Ireland) dac new	Shares	+18.1K	+$5.9M	$5.9M
7	Mediolanum International Funds Ltd added	Shares	+9.8K	+$3.3M	$12.6M
8	Apollon Wealth Management, LLC added	Shares	+9.2K	+$3.1M	$4.1M
9	DAVENPORT & Co LLC trimmed	Shares	-734	+$2.3M	$111.2M
10	IFM Investors Pty Ltd added	Shares	+5.5K	+$2.2M	$15.4M
11	Mirae Asset Global Investments Co., Ltd. added	Shares	+5.1K	+$2.1M	$16.2M
12	Patriot Financial Group Insurance Agency, LLC new	Shares	+5.1K	+$1.7M	$1.7M
13	Czech National Bank added	Shares	+2.4K	+$1.3M	$20.2M
14	Merit Financial Group, LLC added	Shares	+3.4K	+$1.2M	$4.7M
15	Y-Intercept (Hong Kong) Ltd new	Shares	+3.5K	+$1.2M	$1.2M
16	NOVEM GROUP new	Shares	+3.4K	+$1.1M	$1.1M
17	CV Advisors LLC new	Shares	+3.4K	+$1.1M	$1.1M
18	Cache Advisors, LLC added	Shares	+3.3K	+$1.1M	$1.8M
19	MISSION WEALTH MANAGEMENT, LP added	Shares	+3.0K	+$1.0M	$2.4M
20	HF Advisory Group, LLC added	Shares	+2.9K	+$968.2K	$1.2M
21	Marshall Financial Group, LLC new	Shares	+2.6K	+$857.4K	$857.4K
22	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+2.4K	+$852.7K	$3.3M
23	CARDEROCK CAPITAL MANAGEMENT INC added	Shares	+2.0K	+$846.8K	$7.8M
24	WADDELL & ASSOCIATES, LLC added	Shares	+2.5K	+$835.0K	$1.3M
25	PCB Capital LLC new	Shares	+2.3K	+$758.0K	$758.0K
26	Sequoia Financial Advisors, LLC added	Shares	+1.7K	+$718.7K	$5.9M
27	NorthCrest Asset Manangement, LLC added	Shares	+1.5K	+$687.3K	$2.3M
28	GATEWAY INVESTMENT ADVISERS LLC trimmed	Shares	-771	+$605.7K	$31.8M
29	Trust Asset Management LLC added	Shares	+2.4K	+$559.8K	$1.3M
30	OLD NATIONAL BANCORP /IN/ added	Shares	+884	+$528.4K	$9.0M
31	RIVERSEDGE ADVISORS, LLC new	Shares	+1.4K	+$461.0K	$461.0K
32	ANDERSON HOAGLAND & CO added	Shares	+1.0K	+$430.8K	$3.6M
33	Farther Finance Advisors, LLC added	Shares	+1.2K	+$420.2K	$1.7M
34	Accurate Wealth Management, LLC trimmed	Shares	-338	+$404.3K	$4.1M
35	KWMG, LLC added	Shares	+664	+$402.2K	$7.0M
36	CULLEN INVESTMENT GROUP, LTD. added	Shares	+992	+$397.1K	$2.9M
37	CWA Asset Management Group, LLC added	Shares	+1.1K	+$393.3K	$884.6K
38	Revolve Wealth Partners, LLC new	Shares	+1.2K	+$384.4K	$384.4K
39	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.0K	+$369.6K	$1.7M
40	IFP Advisors, Inc added	Shares	+1.0K	+$346.6K	$528.0K
41	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+265	+$343.1K	$9.6M
42	Capstone Wealth Management, LLC new	Shares	+979	+$324.7K	$324.7K
43	Value Partners Investments Inc. added	Shares	+840	+$315.9K	$1.8M
44	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+863	+$303.5K	$927.4K
45	LifeGoal Investments, LLC new	Shares	+890	+$295.2K	$295.2K
46	QRG CAPITAL MANAGEMENT, INC. added	Shares	+672	+$277.8K	$2.3M
47	MATTERN CAPITAL MANAGEMENT, LLC added	Shares	+682	+$262.9K	$1.6M
48	Goldstein Advisors, LLC new	Shares	+790	+$262.0K	$262.0K
49	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+759	+$251.6K	$251.6K
50	Aaron Wealth Advisors LLC added	Shares	+694	+$249.5K	$947.6K

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