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 1,531 institutions that hold shares in the stock, with a total of 216 Million shares, which have been reported (via 13F filing form) to have a value of $64.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
1,675
shares
|
$491,076
0.37% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
1,672
shares
|
$490,196
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,671
shares
|
$489,903
0.01% of portfolio
|
Q1 2024
Added 21.97%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,670
shares
|
$489,610
0.2% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
1,667
shares
|
$488,731
0.09% of portfolio
|
Q2 2025
Reduced 26.6%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
1,659
shares
|
$486,385
0.2% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
1,652
shares
|
$484,333
0.04% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,650
shares
|
$483,747
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,643
shares
|
$481,694
0.19% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
1,641
shares
|
$481,108
0.07% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
1,633
shares
|
$478,762
0.01% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
1,631
shares
|
$478,176
0.02% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
1,625
shares
|
$476,417
0.01% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
1,624
shares
|
$476,124
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
1,617
shares
|
$474,072
1.72% of portfolio
|
Q4 2021
Reduced 1.4%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
1,613
shares
|
$472,899
0.11% of portfolio
|
Q2 2025
Added 165.73%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
1,612
shares
|
$472,606
0.01% of portfolio
|
Q1 2025
Added 14.33%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
1,606
shares
|
$470,847
0.01% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
1,603
shares
|
$469,967
0.06% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,601
shares
|
$469,381
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,600
shares
|
$469,088
0.08% of portfolio
|
Q2 2021
Reduced 79.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,594
shares
|
$467,328
0.04% of portfolio
|
Q2 2025
Reduced 21.44%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
1,587
shares
|
$465,276
0.05% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,586
shares
|
$464,983
0.03% of portfolio
|
Q2 2025
Reduced 21.13%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,584
shares
|
$464,397
0.0% of portfolio
|
Q2 2025
Added 1.8%
|