13F ticker
AON
Summary
Fund evidence
4Q flow window
Rank
21
Managers
19
Net value
$459.4M
Conviction
0.117
Alpha OwnershipFlowServicegen 2026-08-18 8:55 PM PDTas of 2026-06-30124 / 129 managers
13F
Latest institutional flows
2026 Q2 · 4-quarter aggregate. Rank basis: manager-quality-weighted share/lifecycle flow and breadth—not reported dollars. Net shares / units are filed position changes; reported value Δ is price-sensitive and can move opposite to share direction.
| Rank | Ticker | Flow score | Flow managers | Adds / increases | Trims / exits | Net shares / units Δ | Value Δ · price-sensitive | Weighted flow |
|---|---|---|---|---|---|---|---|---|
| 21 | 34.7 | 24 | 31 | 27 | +2,201,256 | $459.4M | 0.117 |
Latest quarter
Fresh flow rows
| Ticker | State | Managers | Adds | Trims | Net value | Driver |
|---|
Manager ledger
Who changed the position
| Manager | Lifecycle | Shares Δ | Value Δ | Weight | Evidence |
|---|---|---|---|---|---|
| Dodge & Cox | BUILD | 4,387,773 | $1.5B | 1.4% | C |
| Berkshire Hathaway | EXIT | -3,602,995 | -$1.3B | 0.4% | A |
| Dodge & Cox | INITIATION | 3,464,683 | $1.2B | 0.6% | C |
| EAGLE CAPITAL MANAGEMENT LLC | TRIM | -1,806,064 | -$651.3M | 2.2% | A |
| Viking Global Investors | INITIATION | 1,414,618 | $504.4M | 1.0% | A |
| POLEN CAPITAL MANAGEMENT LLC | TRIM | -1,190,018 | -$382.7M | 2.7% | C |
| TWO SIGMA ADVISERS, LP | EXIT | -724,400 | -$258.4M | 0.4% | C |
| Baupost Group | INITIATION | 769,000 | $248.2M | 3.8% | B |
| POLEN CAPITAL MANAGEMENT LLC | TRIM | -643,873 | -$236.4M | 2.8% | C |
| Dodge & Cox | BUILD | 477,049 | $230.5M | 1.4% | C |
| Viking Global Investors | TRIM | -630,968 | -$227.9M | 1.0% | A |
| MILLENNIUM MANAGEMENT LLC | FIRST_OBSERVED | 636,922 | $224.8M | 0.1% | C |
| Meritage Group LP | INITIATION | 680,169 | $219.5M | 5.6% | B |
| MILLENNIUM MANAGEMENT LLC | TRIM | -616,946 | -$218.3M | 0.1% | C |
| POLEN CAPITAL MANAGEMENT LLC | TRIM | -492,241 | -$214.5M | 2.7% | C |
| Berkshire Hathaway | TRIM | -497,005 | -$190.6M | 0.5% | A |
| CITADEL ADVISORS LLC | FIRST_OBSERVED | 442,286 | $156.1M | 0.0% | C |
| Dodge & Cox | BUILD | 263,639 | -$151.3M | 1.4% | C |
| EAGLE CAPITAL MANAGEMENT LLC | TRIM | -418,377 | -$134.6M | 0.4% | A |
| CITADEL ADVISORS LLC | TRIM | -361,986 | -$130.2M | 0.0% | C |
| MILLENNIUM MANAGEMENT LLC | BUILD | 292,222 | $97.1M | 0.0% | C |
| POLEN CAPITAL MANAGEMENT LLC | TRIM | -255,460 | -$91.6M | 2.6% | C |
| Viking Global Investors | BUILD | 303,464 | $74.4M | 0.8% | A |
| Point72 Asset Management, L.P. | FIRST_OBSERVED | 188,218 | $66.4M | 0.1% | C |
| Point72 Asset Management, L.P. | TRIM | -154,921 | -$55.7M | 0.1% | C |
| Viking Global Investors | BUILD | 64,155 | $31.0M | 0.8% | A |
| D. E. Shaw & Co., Inc. | TRIM | -93,558 | -$29.9M | 0.0% | C |
| D. E. Shaw & Co., Inc. | BUILD | 85,888 | $26.4M | 0.0% | C |
| Alyeska Investment Group, L.P. | FIRST_OBSERVED | 66,645 | $23.5M | 0.1% | C |
| Baupost Group | TRIM | -82,000 | -$20.3M | 4.0% | B |
| Gotham Asset Management, LLC | BUILD | 47,900 | $17.1M | 0.1% | C |
| MARSHALL WACE, LLP | INITIATION | 46,582 | $15.5M | 0.0% | C |
| D. E. Shaw & Co., Inc. | FIRST_OBSERVED | 42,435 | $15.0M | 0.0% | C |
| EAGLE CAPITAL MANAGEMENT LLC | TRIM | -14,737 | -$13.7M | 2.4% | A |
| CITADEL ADVISORS LLC | FIRST_OBSERVED | 36,200 | $12.8M | 0.0% | C |
| MARSHALL WACE, LLP | EXIT | -35,374 | -$12.5M | 0.0% | C |
| MARSHALL WACE, LLP | FIRST_OBSERVED | 35,374 | $12.5M | 0.0% | C |
| Gotham Asset Management, LLC | TRIM | -37,004 | -$11.5M | 0.1% | C |
| Point72 Asset Management, L.P. | EXIT | -33,297 | -$10.7M | 0.0% | C |
| CITADEL ADVISORS LLC | BUILD | 25,269 | $9.1M | 0.0% | C |
| Meritage Group LP | BUILD | 4,349 | $7.5M | 7.9% | B |
| MILLENNIUM MANAGEMENT LLC | FIRST_OBSERVED | 18,300 | $6.5M | 0.0% | C |
| Alyeska Investment Group, L.P. | TRIM | -19,035 | -$5.8M | 0.0% | C |
| Bridgewater Associates, LP | FIRST_OBSERVED | 13,368 | $4.7M | 0.0% | C |
| First Pacific Advisors | BUILD | 46,727 | -$4.7M | 2.8% | A |
| Jensen Investment Management | BUILD | 14,966 | $4.5M | 0.1% | B |
| RENAISSANCE TECHNOLOGIES LLC | INITIATION | 11,601 | $3.7M | 0.0% | C |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | -11,601 | -$3.7M | 0.0% | C |
| Alyeska Investment Group, L.P. | TRIM | -4,915 | -$3.6M | 0.0% | C |
| CITADEL ADVISORS LLC | FIRST_OBSERVED | 10,000 | $3.5M | 0.0% | C |
| Markel Group | BUILD | 1,750 | -$3.5M | 0.4% | B |
| Night Owl Capital Management, LLC | BUILD | 714 | -$3.0M | 4.1% | A |
| CITADEL ADVISORS LLC | BUILD | 7,900 | $2.7M | 0.0% | C |
| MILLENNIUM MANAGEMENT LLC | FIRST_OBSERVED | 7,400 | $2.6M | 0.0% | C |
| CITADEL ADVISORS LLC | BUILD | 5,600 | $2.3M | 0.0% | C |
| MILLENNIUM MANAGEMENT LLC | BUILD | 7,500 | $2.2M | 0.0% | C |
| Bridgewater Associates, LP | BUILD | 6,851 | $1.8M | 0.0% | C |
| MILLENNIUM MANAGEMENT LLC | TRIM | -5,700 | -$1.7M | 0.0% | C |
| First Pacific Advisors | BUILD | 2,086 | -$1.7M | 2.9% | A |
| CITADEL ADVISORS LLC | BUILD | 8,000 | $1.5M | 0.0% | C |
| Night Owl Capital Management, LLC | BUILD | 1,490 | $1.5M | 3.6% | A |
| Bridgewater Associates, LP | TRIM | -4,556 | -$1.3M | 0.0% | C |
| Markel Group | CORE | 0 | $1.2M | 0.3% | B |
| Markel Group | BUILD | 4,250 | $1.0M | 0.4% | B |
| First Pacific Advisors | TRIM | -21,891 | -$995.0K | 2.7% | A |
| CITADEL ADVISORS LLC | TRIM | -1,600 | -$817.4K | 0.0% | C |
| Point72 Asset Management, L.P. | EXIT | -2,200 | -$776.3K | 0.0% | C |
| Point72 Asset Management, L.P. | FIRST_OBSERVED | 2,200 | $776.3K | 0.0% | C |
| First Pacific Advisors | BUILD | 2,426 | $747.7K | 3.1% | A |
| Berkshire Hathaway | CORE | 0 | -$738.0K | 0.5% | A |
| Gotham Asset Management, LLC | TRIM | -1,091 | -$690.6K | 0.1% | C |
| LOUNTZIS ASSET MANAGEMENT, LLC | FIRST_OBSERVED | 1,900 | $670.5K | 0.2% | A |
| MILLENNIUM MANAGEMENT LLC | BUILD | 3,500 | $578.9K | 0.0% | C |
| EAGLE CAPITAL MANAGEMENT LLC | TRIM | -108 | -$449.9K | 2.4% | A |
| MILLENNIUM MANAGEMENT LLC | BUILD | 800 | $398.1K | 0.0% | C |
| Yacktman Asset Management | CORE | 0 | -$388.7K | 0.1% | B |
| Night Owl Capital Management, LLC | BUILD | 938 | $315.4K | 3.9% | A |
| Jensen Investment Management | BUILD | 220 | $300.8K | 0.2% | B |
| HARRIS ASSOCIATES L P | FIRST_OBSERVED | 699 | $246.7K | 0.0% | B |
| HARRIS ASSOCIATES L P | EXIT | -699 | -$246.7K | 0.0% | B |
| Night Owl Capital Management, LLC | BUILD | 1,751 | $221.9K | 3.8% | A |
| Jensen Investment Management | BUILD | 503 | $140.1K | 0.0% | B |
| Yacktman Asset Management | CORE | 0 | $115.1K | 0.0% | B |
| Jensen Investment Management | BUILD | 300 | $105.2K | 0.0% | B |
| Gotham Asset Management, LLC | BUILD | 7,296 | -$98.4K | 0.1% | C |
| LOUNTZIS ASSET MANAGEMENT, LLC | CORE | 0 | -$57.2K | 0.2% | A |
| Yacktman Asset Management | CORE | 0 | -$47.8K | 0.1% | B |
| Markel Group | CORE | 0 | -$23.4K | 0.4% | B |
| LOUNTZIS ASSET MANAGEMENT, LLC | CORE | 0 | $16.9K | 0.2% | A |
| Yacktman Asset Management | CORE | 0 | -$2.3K | 0.1% | B |
Reported value change can reflect price movement. Share count and lifecycle state are the primary read on buying or selling.