Gallagher Fiduciary Advisors, LLC Portfolio Holdings

Gallagher Fiduciary Advisors, LLC

  • $2.7 Billion
  • Q3 2025

Gallagher Fiduciary Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.7 Billion distributed in 311 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mcdonalds Corp with a value of $1.39B, Pg&E Corp with a value of $302M, Delta Air Lines, Inc. with a value of $244M, Cbre Group, Inc. with a value of $144M, and Ishares Iboxx $ Investment Gra with a value of $38.6M.

Examining the 13F form we can see an decrease of $68.1B in the current position value, from $70.8B to 2.7B.

Gallagher Fiduciary Advisors, LLC is based out at Rolling Meadows, IL

Below you can find more details about Gallagher Fiduciary Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.7 Billion
Consumer Cyclical: $1.4 Billion
ETFs: $449 Million
Utilities: $309 Million
Industrials: $255 Million
Real Estate: $152 Million
Financial Services: $53.4 Million
Technology: $18.7 Million
Basic Materials: $10.6 Million
Other: $29.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$224B
$1.39 Billion 51.57% of portfolio
4,576,008
Q3 2025 Reduced 2.68%
$32.8B
$302 Million 11.21% of portfolio
20,052,912
Q3 2025 Reduced 2.47%
$37.5B
$244 Million 9.05% of portfolio
4,297,747
Q3 2025 Reduced 2.86%
$49.4B
$144 Million 5.35% of portfolio
915,107
Q3 2025 Reduced 1.73%
$0
$38.6 Million 1.43% of portfolio
346,385
Q3 2025 Reduced 92.17%
$11B
$33 Million 1.23% of portfolio
1,428,504
Q3 2025 Reduced 3.84%
$0
$28.2 Million 1.05% of portfolio
592,346
Q3 2025 Reduced 38.46%
$0
$26.6 Million 0.99% of portfolio
1,036,132
Q3 2025 Reduced 98.4%
$0
$24.9 Million 0.92% of portfolio
320,178
Q3 2025 Reduced 99.46%
$0
$24.2 Million 0.9% of portfolio
469,065
Q3 2025 Reduced 99.2%
$0
$18.9 Million 0.7% of portfolio
189,860
Q3 2025 Added 1.72%
$0
$18 Million 0.67% of portfolio
86,220
Q3 2025 Reduced 1.13%
$0
$17.2 Million 0.64% of portfolio
196,757
Q3 2025 Reduced 38.05%
$0
$16.6 Million 0.62% of portfolio
55,785
Q3 2025 Added 0.94%
$0
$16.4 Million 0.61% of portfolio
171,879
Q3 2025 Reduced 0.18%
$0
$16.4 Million 0.61% of portfolio
301,538
Q3 2025 Added 0.61%
$0
$13.6 Million 0.5% of portfolio
164,762
Q3 2025 Reduced 97.04%
$0
$12.8 Million 0.47% of portfolio
172,007
Q3 2025 Reduced 94.44%
$0
$12.2 Million 0.45% of portfolio
123,733
Q3 2025 Reduced 99.04%
$0
$12.1 Million 0.45% of portfolio
167,498
Q3 2025 Reduced 4.53%
$0
$11.6 Million 0.43% of portfolio
61,952
Q3 2025 Reduced 0.39%
$0
$9.61 Million 0.36% of portfolio
141,225
Q3 2025 Reduced 1.12%
$0
$8.99 Million 0.33% of portfolio
54,654
Q3 2025 Reduced 61.23%
$0
$8.72 Million 0.32% of portfolio
18,183
Q3 2025 Reduced 0.32%
$5.53B
$8.35 Million 0.31% of portfolio
684,293
Q3 2025 Reduced 2.44%
$0
$8.02 Million 0.3% of portfolio
119,278
Q3 2025 Added 0.19%
$0
$7.89 Million 0.29% of portfolio
207,477
Q3 2025 Added 0.17%
$0
$5.94 Million 0.22% of portfolio
177,616
Q3 2025 Reduced 0.67%
$0
$5.85 Million 0.22% of portfolio
58,495
Q3 2025 Reduced 50.2%
$0
$5.54 Million 0.21% of portfolio
92,223
Q3 2025 Reduced 98.4%
$0
$4.99 Million 0.18% of portfolio
40,730
Q3 2025 Reduced 46.74%
$4.3T
$4.5 Million 0.17% of portfolio
17,688
Q3 2025 Reduced 3.2%
$0
$4.63 Million 0.17% of portfolio
126,646
Q3 2025 Reduced 98.5%
$0
$4.21 Million 0.16% of portfolio
6,291
Q3 2025 Reduced 3.42%
$0
$3.69 Million 0.14% of portfolio
64,080
Q3 2025 Added 0.05%
$0
$3.5 Million 0.13% of portfolio
80,942
Q3 2025 Reduced 5.29%
$0
$3.41 Million 0.13% of portfolio
24,193
Q3 2025 Reduced 99.7%
$0
$3.41 Million 0.13% of portfolio
10,384
Q3 2025 Reduced 99.99%
$465B
$3.58 Million 0.13% of portfolio
19,161
Q3 2025 Reduced 33.52%
$0
$3.55 Million 0.13% of portfolio
13,830
Q3 2025 Reduced 54.61%
$0
$3.53 Million 0.13% of portfolio
13,012
Q3 2025 Reduced 3.78%
$0
$3.05 Million 0.11% of portfolio
87,607
Q3 2025 Added 4.72%
$0
$2.92 Million 0.11% of portfolio
56,467
Q3 2025 Reduced 56.63%
$91.4B
$2.72 Million 0.1% of portfolio
17,550
Q3 2025 Added 3.1%
$490B
$2.3 Million 0.09% of portfolio
20,365
Q3 2025 Reduced 19.15%
$3.78T
$2.42 Million 0.09% of portfolio
4,666
Q3 2025 Reduced 21.08%
$0
$2.42 Million 0.09% of portfolio
52,427
Q3 2025 Reduced 97.4%
$881B
$2.07 Million 0.08% of portfolio
6,565
Q3 2025 Reduced 21.66%
$2.39T
$2.07 Million 0.08% of portfolio
9,431
Q3 2025 Reduced 44.69%

Summary

  • Portfolio
  • No. of Stocks 311
  • Current Value $2.7 Billion
  • Prior Value $70.8 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 153 stocks
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