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 |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
1,544
shares
|
$399,139
0.04% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
1,540
shares
|
$398,105
0.16% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,518
shares
|
$392,418
0.03% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
1,506
shares
|
$389,316
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
1,502
shares
|
$388,282
0.33% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
1,500
shares
|
$387,765
0.07% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
1,500
shares
|
$387,765
0.06% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1,500
shares
|
$387,765
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,498
shares
|
$387,247
0.02% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,495
shares
|
$386,472
0.02% of portfolio
|
Q3 2025
Added 17.07%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
1,493
shares
|
$385,955
0.22% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,491
shares
|
$385,438
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,488
shares
|
$384,662
0.01% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
1,483
shares
|
$383,370
0.05% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
1,470
shares
|
$380,009
0.06% of portfolio
|
Q3 2025
Added 37.13%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
1,460
shares
|
$377,424
0.12% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
1,459
shares
|
$377,166
0.16% of portfolio
|
Q3 2025
Reduced 12.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,453
shares
|
$375,615
0.04% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
1,447
shares
|
$374,063
0.01% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,442
shares
|
$372,771
0.03% of portfolio
|
Q3 2025
Reduced 24.03%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,440
shares
|
$372,254
0.01% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
1,440
shares
|
$372,254
0.01% of portfolio
|
Q3 2025
Reduced 16.71%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,439
shares
|
$371,995
0.02% of portfolio
|
Q2 2022
Added 0.56%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
1,427
shares
|
$368,893
0.02% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
1,425
shares
|
$368,376
0.23% of portfolio
|
Q3 2025
Reduced 0.14%
|
|