13FPulse
AO

AON Aon plc

2026Q2 · CUSIP G0403H108 · Sector: Financials

Normal

Fund flows are within the usual range

Funds that own it
1,234
Institutions that reported holding it to the SEC
Net decrease in holders
11
Last quarter 1,245 → now 1,234
How unusual is that
Bottom 20%
Stronger than only 12% of US stocks
What the filings say, in one paragraph

1,234 funds held AON at the end of 2026Q2, down 11 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $17.6B(YoY +4.9%), return on equity is 40.8%. AON has had 16 buying rushes in its history. It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q3: holders=1 2014Q4: holders=1 2015Q1: holders=1 2015Q2: holders=1 2015Q3: holders=1 2015Q4: holders=1 2016Q1: holders=2 2016Q2: holders=2 2016Q3: holders=2 2016Q4: holders=3 2017Q1: holders=2 2017Q2: holders=2 2017Q3: holders=2 2017Q4: holders=2 2018Q1: holders=3 2018Q2: holders=3 2018Q3: holders=4 2018Q4: holders=3 2019Q1: holders=3 2019Q2: holders=2 2019Q3: holders=6 2019Q4: holders=5 2020Q1: holders=85 2020Q2: holders=690 2020Q3: holders=751 2020Q4: holders=815 2021Q1: holders=868 2021Q2: holders=867 2021Q3: holders=876 2021Q4: holders=965 2022Q1: holders=950 2022Q2: holders=931 2022Q3: holders=919 2022Q4: holders=1008 2023Q1: holders=983 2023Q2: holders=999 2023Q3: holders=1024 2023Q4: holders=1043 2024Q1: holders=1062 2024Q2: holders=1091 2024Q3: holders=1129 2024Q4: holders=1174 2025Q1: holders=1252 2025Q2: holders=1208 2025Q3: holders=1234 2025Q4: holders=1274 2026Q1: holders=1245 2026Q2: holders=1234 -605 -302.5 +0 +302.5 +605 06691338 14Q316Q117Q319Q120Q322Q123Q325Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 16 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 20%
2025Q3 Top 20%
2025Q1 Top 1% in the market
2024Q4 Top 20%
2024Q3 Top 10%
2024Q2 Top 10%
2024Q1 Top 20%
2023Q3 Top 10%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
328
Change in large funds
+25
Total value they hold
$65.4B
Funds buying for the first time
141
Funds that sold out entirely
152
Price change that quarter
Funds holding puts (bearish)
14
Funds holding calls (bullish)
12

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$18.14
EPS YoY
+54.1%
Revenue (TTM)
$17.6B
Revenue YoY
+4.9%
Net margin
22.3%
ROE
40.8%
Debt ratio
81.8%
FCF (TTM)
$3.2B
Dividend (TTM)
$3.06
Quarterly Revenue & EPS
2022-09-30: EPS 1.92 2022-12-31: EPS 3.16 2023-03-31: EPS 5.07 2023-06-30: EPS 2.71 2023-09-30: EPS 2.23 2023-12-31: EPS 2.50 2024-03-31: EPS 5.35 2024-06-30: EPS 2.46 2024-09-30: EPS 1.57 2024-12-31: EPS 3.11 2025-03-31: EPS 4.43 2025-06-30: EPS 2.66 2025-09-30: EPS 2.11 2025-12-31: EPS 7.82 2026-03-31: EPS 5.63 2026-06-30: EPS 2.58 0B 2.5B 5.0B $B 0.00 4.30 8.60 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-190M567M1.3B 20162017201820192020202120222023202420252026
Latest quarter $363M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.