Institutional Ownership Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG). We have compiled data on the 1,492 institutions that hold shares in the stock, with a total of 213 Million shares, which have been reported (via 13F filing form) to have a value of $55.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,923
shares
|
$497,114
0.05% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
1,913
shares
|
$494,529
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
1,901
shares
|
$491,427
0.11% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
1,895
shares
|
$489,876
0.01% of portfolio
|
Q3 2025
Added 17.56%
|
|
|
Northside Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
1,891
shares
|
$488,842
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,876
shares
|
$484,964
0.02% of portfolio
|
Q3 2025
Reduced 30.88%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,874
shares
|
$484,447
0.06% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
1,855
shares
|
$479,536
0.04% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
1,848
shares
|
$477,726
0.06% of portfolio
|
Q3 2025
Added 15.28%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,844
shares
|
$476,692
0.0% of portfolio
|
Q3 2025
Reduced 96.77%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
1,841
shares
|
$475,916
0.1% of portfolio
|
Q4 2025
Reduced 6.26%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,819
shares
|
$470,229
0.0% of portfolio
|
Q3 2025
Reduced 86.04%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
1,816
shares
|
$469,454
0.01% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,812
shares
|
$468,420
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
1,806
shares
|
$466,869
0.06% of portfolio
|
Q4 2025
Reduced 0.5%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
1,806
shares
|
$466,869
0.05% of portfolio
|
Q3 2025
Reduced 29.56%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
1,806
shares
|
$466,869
0.02% of portfolio
|
Q3 2024
Added 288.39%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,804
shares
|
$466,352
0.01% of portfolio
|
Q4 2021
Added 7.44%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,801
shares
|
$465,576
0.03% of portfolio
|
Q4 2024
Added 863.1%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
1,790
shares
|
$462,732
0.25% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,790
shares
|
$462,732
0.01% of portfolio
|
Q3 2025
Added 11.6%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,782
shares
|
$460,664
0.02% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,776
shares
|
$459,113
0.02% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
1,776
shares
|
$459,113
0.01% of portfolio
|
Q3 2025
Reduced 34.95%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
1,761
shares
|
$455,236
0.03% of portfolio
|
Q3 2025
Added 1.21%
|
|