Follow-The-Filings

Security

AON

Aon PLC · SHS CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

22 owners 2 new 3 exits max 4.9% (Seth Klarman - Baupost Gr...)

grid → activity → earnings →
owners 22
rank #55
master % 0.18%
max % 4.9%
tracked value $12.4B
qoq N 2 A 10 R 6 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Seth Klarman - Baupost Group LLC/MA 2026 Q1 4.9% New 4.9% 769,000 $248M hist
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 4.8% Reduce +0.24 pp 213,860 $69M hist
Farallon Capital Management LLC 2026 Q1 4.6% Reduce +0.19 pp 2,512,638 $811M hist
First Pacific Advisors, LP 2026 Q1 3.2% Add +0.13 pp 703,258 $227M hist
Polen Capital Management LLC 2026 Q1 3.0% Reduce +0.24 pp 1,354,053 $437M hist
Dodge & Cox 2026 Q1 1.4% Add -0.06 pp 8,116,095 $2.6B hist
Eminence Capital, LP 2026 Q1 1.3% Exit -1.32 pp 179,019 $58M hist
Andreas Halvorsen - Viking Global Investors LP 2026 Q1 1.0% Add +0.25 pp 1,087,114 $351M hist
Jensen Investment Management Inc. 2026 Q1 0.2% Add +0.10 pp 25,569 $8M hist
Natixis Advisors, LLC 2026 Q1 0.2% Add -0.01 pp 341,937 $110M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add 0.00 pp 20,171,049 $7.1B hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add -0.02 pp 88,805 $29M hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 0.1% — 12,915 $4M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 6,052 $2M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.01 pp 20,219 $7M hist
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 stale 0.0% — 648 $215M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.02 pp 128,323 $41M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.06 pp 33,297 $11M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 19,497 $7M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 11,601 $4M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.02 pp 80,300 $26M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.09 pp 19,976 $6M hist
William Von Mueffling - Cantillon Capital Management LLC exited 2026 Q2 last 2026 Q1 2.4% Exit -2.35 pp 1,095,574 $354M hist
Warren Buffett - Berkshire Hathaway Inc. exited 2026 Q1 last 2025 Q4 0.5% Exit -0.46 pp 3,602,995 $1.3B hist
Bill Nygren / Oakmark - Harris Associates L P exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 699 $247 hist

22 current · 3 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
10-Q 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
8-K 5.02,5.07,8.01,9.01 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q 10-Q Filing Doc
DEFA14A DEFA14A Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc

Updated about 1 hour ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $13.38B $15.7B $17.18B
Gross profit — — —
Gross margin — — —
Net income $2.56B $2.65B $3.7B
Net margin * 19.2% 16.9% 21.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $21.7B $23.43B $25.77B
Total non-current assets * $12.26B $25.53B $25.01B
Total assets $33.96B $48.96B $50.78B
Total current liabilities $21.65B $23B $23.23B
Total non-current liabilities * $13.05B $19.54B $18.01B
Total equity -$826M $6.12B $9.35B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $3.44B $3.04B $3.48B
Cash from investing -$188M -$2.83B $286M
Cash from financing -$2.86B $796M -$4.2B
Net change in cash $646M $611M $240M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders