Gartner Inc
IT- Exchange
- NYSE
- Industry
- Services-Management Services
- SEC CIK
- 0000749251
In the last 90 days, Gartner Inc insiders filed 0 open-market purchases and 5 sales; 653 institutions reported holding it in 13F filings for Q2 2026, worth $9.69B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Gartner Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 792
- +20 vs. Q2 2023
- Shares held
- 72.0M
- +113.9K (+0.2%) vs. Q2 2023
- Total value
- $24.8B
- −$385.3M (−1.5%) vs. Q2 2023
- New holders
- 77
- 272 more added
- Sold out
- 57
- 317 more reduced
8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 653 | $9.69B |
| Q1 2026 | 719 | $12.0B |
| Q4 2025 | 815 | $18.3B |
| Q3 2025 | 795 | $18.9B |
| Q2 2025 | 898 | $29.8B |
| Q1 2025 | 921 | $30.8B |
| Q4 2024 | 952 | $35.2B |
| Q3 2024 | 908 | $35.8B |
| Q2 2024 | 876 | $32.1B |
| Q1 2024 | 880 | $34.0B |
| Q4 2023 | 866 | $32.3B |
| Q3 2023 | 792 | $24.8B |
| Q2 2023 | 780 | $25.2B |
| Q1 2023 | 764 | $23.8B |
| Q4 2022 | 768 | $24.5B |
| Q3 2022 | 694 | $20.4B |
| Q2 2022 | 692 | $17.7B |
| Q1 2022 | 709 | $22.0B |
| Q4 2021 | 691 | $25.1B |
| Q3 2021 | 648 | $23.1B |
| Q2 2021 | 611 | $18.7B |
| Q1 2021 | 575 | $14.6B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Gartner Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| J.Safra Asset Management Corp | 87 | $29.9K | 0.00% | +87 | New |
| VisionPoint Advisory Group, LLC | 85 | $29.2K | 0.01% | +61+254.2% | Added |
| Sugarloaf Wealth Management, LLC | 78 | $26.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 78 | $26.8K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 76 | $26.6K | 0.01% | +3+4.1% | Added |
| Glassman Wealth Services | 76 | $26.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 76 | $26.0K | 0.01% | +6+8.6% | Added |
| GW&K Investment Management, LLC | 72 | $25.0K | 0.00% | −18−20.0% | Reduced |
| Ofi Invest Asset Management | 77 | $25.0K | 0.00% | +77 | New |
| Stuart Chaussee & Associates, Inc. | 72 | $24.7K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 69 | $23.7K | 0.01% | +5+7.8% | Added |
| Proequities, Inc. | 67 | $23.0K | 0.00% | +2+3.1% | Added |
| Smithfield Trust Co | 66 | $22.0K | 0.00% | +27+69.2% | Added |
| West Branch Capital LLC | 64 | $22.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 64 | $22.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 63 | $21.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $18.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 54 | $18.6K | 0.00% | +11+25.6% | Added |
| Rogco, LP | 54 | $18.6K | 0.01% | +54 | New |
| MV Capital Management, Inc. | 53 | $18.2K | 0.00% | +2+3.9% | Added |
| Earnest Partners LLC | 52 | $17.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 48 | $16.5K | 0.00% | +31+182.4% | Added |
| Steward Financial Group LLC | 49 | $16.0K | 0.01% | −2−3.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 43 | $14.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $14.4K | 0.00% | −27−39.1% | Reduced |
| FinTrust Capital Advisors, LLC | 42 | $14.4K | 0.00% | −3−6.7% | Reduced |
| HHM Wealth Advisors, LLC | 42 | $14.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 42 | $14.4K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 42 | $14.4K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 40 | $13.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 39 | $13.4K | 0.00% | +18+85.7% | Added |
| Quarry LP | 38 | $13.1K | 0.01% | +1+2.7% | Added |
| Front Row Advisors LLC | 34 | $11.7K | 0.01% | −3−8.1% | Reduced |
| Red Tortoise LLC | 34 | $11.7K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 34 | $11.7K | 0.01% | +34 | New |
| Loomis Sayles & Co L P | 31 | $11.0K | 0.00% | +15+93.8% | Added |
| Sutton Wealth Advisors Inc. | 32 | $11.0K | 0.01% | +4+14.3% | Added |
| Rational Advisors LLC | 30 | $10.5K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $10.3K | 0.00% | +15+100.0% | Added |
| Mechanics Financial Corp | 30 | $10.3K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 29 | $9.96K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 26 | $8.93K | 0.00% | +3+13.0% | Added |
| Tyler-Stone Wealth Management | 23 | $8.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 23 | $7.90K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 22 | $7.56K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $7.22K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 20 | $6.87K | 0.00% | −55−73.3% | Reduced |
| Arlington Trust Co LLC | 20 | $6.87K | 0.00% | +20 | New |
| Kathleen S. Wright Associates Inc. | 19 | $6.53K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 19 | $6.53K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 16 | $5.50K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 16 | $5.50K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 15 | $5.16K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15 | $5.15K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 15 | $5.15K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 15 | $5.15K | 0.00% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,908 | $5.13K | 0.15% | +743+63.8% | Added |
| Key Financial Inc | 14 | $4.81K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $4.81K | 0.00% | +2+16.7% | Added |
| Leonteq Securities AG | 13 | $4.47K | 0.00% | +13 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $4.47K | 0.00% | −1−7.1% | Reduced |
| Global Wealth Strategies & Associates | 12 | $4.12K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 11 | $3.81K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 11 | $3.78K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $3.44K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $3.44K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 10 | $3.44K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $3.44K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9 | $3.09K | 0.00% | +9 | New |
| Avion Wealth | 9 | $3.00K | 0.00% | +9 | New |
| Bogart Wealth, LLC | 8 | $2.75K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 6 | $2.06K | 0.00% | −3−33.3% | Reduced |
| Solstein Capital, LLC | 6 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $2.06K | 0.00% | +2+50.0% | Added |
| Valley National Advisers Inc | 5 | $2.00K | 0.00% | +5 | New |
| West Paces Advisors Inc. | 4 | $1.37K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 3 | $1.03K | 0.00% | −3−50.0% | Reduced |
| North Star Investment Management Corp. | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3 | $1.03K | 0.00% | +2+200.0% | Added |
| Perritt Capital Management Inc | 3 | $1.03K | 0.00% | +3 | New |
| Centerpoint Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $688 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $688 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $688 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $687 | 0.00% | −1−33.3% | Reduced |
| Retirement Group, LLC | 2 | $687 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $344 | 0.00% | −2−66.7% | Reduced |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −390,039−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −128,709−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −88,611−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −70,702−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −47,800−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −41,132−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −40,500−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −40,487−100.0% | Sold out |