Current Market Value 2,584,148,330
Current Holdings 327
Most Recent File Date 2025-08-14
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Gallagher Fiduciary Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 327 2,584,148
2025-05-15 2025-03-31 13F-HR 303 3,040,190
2025-02-14 2024-12-31 13F-HR 298 510,852
2024-11-14 2024-09-30 13F-HR 274 493,780
2024-08-14 2024-06-30 13F-HR 256 446,154
2024-05-15 2024-03-31 13F-HR 201 2,819,240
2024-02-14 2023-12-31 13F-HR 181 2,909,533
2023-11-14 2023-09-30 13F-HR 171 1,136,416
2023-08-14 2023-06-30 13F-HR 213 1,315,234
2023-05-15 2023-03-31 13F-HR 200 1,211,577
2023-02-27 2022-12-31 13F-HR/A 1 R 5 743
2023-02-14 2022-12-31 13F-HR 5 743
2022-11-14 2022-09-30 13F-HR 5 972,935
2022-08-15 2022-06-30 13F-HR 6 586,359
2022-05-13 2022-03-31 13F-HR 6 761,165
2022-02-14 2021-12-31 13F-HR 6 806,210
2021-11-15 2021-09-30 13F-HR 6 934,774
2021-08-13 2021-06-30 13F-HR 7 1,151,020
2021-05-14 2021-03-31 13F-HR 10 1,324,421
2021-02-12 2020-12-31 13F-HR 10 1,300,185
2020-11-13 2020-09-30 13F-HR 8 1,026,751
2020-08-14 2020-06-30 13F-HR 9 1,031,398
2020-05-12 2020-03-31 13F-HR 7 1,049,779
2020-02-14 2019-12-31 13F-HR 7 980,060
2019-11-14 2019-09-30 13F-HR 6 407,333
2019-08-14 2019-06-30 13F-HR 7 795,181
2019-05-10 2019-03-31 13F-HR 9 762,833
2019-02-12 2018-12-31 13F-HR 8 313,520
2018-11-13 2018-09-30 13F-HR 8 392,510
2018-08-14 2018-06-30 13F-HR 9 520,330
2018-05-15 2018-03-31 13F-HR 7 477,683
2018-03-29 2017-12-31 13F-HR/A 1 R 7 513,013
2018-02-12 2017-12-31 13F-HR 7 521,814
2017-11-13 2017-09-30 13F-HR 6 248,762
2017-08-11 2017-06-30 13F-HR 6 237,001
2017-05-11 2017-03-31 13F-HR 6 283,194
2017-02-13 2016-12-31 13F-HR 7 334,063
2016-11-14 2016-09-30 13F-HR 7 373,497
2016-08-12 2016-06-30 13F-HR 6 286,702
2016-05-13 2016-03-31 13F-HR 5 232,182
2016-02-12 2015-12-31 13F-HR 5 218,365
2015-11-10 2015-09-30 13F-HR 4 202,687
2015-11-10 2015-06-30 13F-HR/A 1 R 3 212,076
2015-08-10 2015-06-30 13F-HR 3 212,076
2015-05-14 2015-03-31 13F-HR 5 341,237
2015-02-17 2014-12-31 13F-HR 4 333,990
2014-11-12 2014-09-30 13F-HR 3 214,403
2014-08-14 2014-06-30 13F-HR 3 234,154
2014-05-13 2014-03-31 13F-HR 3 217,933
2014-02-11 2013-12-31 13F-HR 3 225,383