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, Q1 2024
Institutional positions in Gartner Inc as of Mar 31, 2024. 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
- 880
- +25 vs. Q4 2023
- Shares held
- 71.5M
- +118.2K (+0.2%) vs. Q4 2023
- Total value
- $34.0B
- +$1.81B (+5.6%) vs. Q4 2023
- New holders
- 108
- 304 more added
- Sold out
- 83
- 319 more reduced
11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Gartner Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 910 | $433.9K | 0.00% | +51+5.9% | Added |
| Tectonic Advisors LLC | 917 | $437.1K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 922 | $439.5K | 0.01% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 922 | $439.5K | 0.25% | +922 | New |
| Trust Asset Management LLC | 923 | $440.0K | 0.04% | 00.0% | Unchanged |
| Independent Advisor Alliance | 926 | $441.2K | 0.02% | −1−0.1% | Reduced |
| Burns Matteson Capital Management, LLC | 937 | $446.6K | 0.29% | +486+107.8% | Added |
| Unique Wealth Strategies, LLC | 952 | $453.9K | 0.22% | +952 | New |
| Syon Capital LLC | 957 | $456.2K | 0.04% | +24+2.6% | Added |
| NEOS Investment Management LLC | 972 | $463.3K | 0.03% | −18−1.8% | Reduced |
| Avestar Capital, LLC | 981 | $467.6K | 0.05% | +40+4.3% | Added |
| Wolverine Asset Management LLC | 982 | $468.1K | 0.01% | −400−28.9% | Reduced |
| CAPROCK Group, Inc. | 991 | $472.4K | 0.03% | +63+6.8% | Added |
| Johnson Investment Counsel Inc | 992 | $472.9K | 0.01% | +29+3.0% | Added |
| Mather Group, LLC. | 1,056 | $476.4K | 0.01% | +1+0.1% | Added |
| Wallace Capital Management Inc. | 1,000 | $476.7K | 0.07% | 00.0% | Unchanged |
| Naples Money Management LLC | 1,000 | $476.7K | 0.48% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,001 | $477.1K | 0.25% | +1,001 | New |
| Custom Index Systems, LLC | 1,008 | $480.5K | 0.27% | +1,008 | New |
| VCI Wealth Management LLC | 1,021 | $486.7K | 0.33% | +1,021 | New |
| Castleview Partners, LLC | 1,023 | $487.6K | 0.27% | +64+6.7% | Added |
| MJP Associates Inc | 1,024 | $488.1K | 0.11% | +192+23.1% | Added |
| Merit Financial Group, LLC | 1,145 | $490.8K | 0.01% | +1,145 | New |
| First Hawaiian Bank | 1,041 | $496.2K | 0.02% | −102−8.9% | Reduced |
| Monument Capital Management | 1,042 | $496.7K | 0.14% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,050 | $500.5K | 0.01% | +1,050 | New |
| First Horizon Advisors, Inc. | 1,063 | $506.7K | 0.02% | −173−14.0% | Reduced |
| D.A. Davidson & Co. | 1,063 | $506.7K | 0.00% | −5−0.5% | Reduced |
| Lincoln National Corp | 1,069 | $509.6K | 0.01% | +61+6.1% | Added |
| Hanseatic Management Services Inc | 1,074 | $511.9K | 0.78% | +4+0.4% | Added |
| Liberty Capital Management, Inc. | 1,080 | $514.8K | 0.13% | −54−4.8% | Reduced |
| Americana Partners, LLC | 1,095 | $522.0K | 0.04% | +56+5.4% | Added |
| EHP Funds Inc. | 1,100 | $524.3K | 0.36% | −200−15.4% | Reduced |
| Gibbs Wealth Management | 1,106 | $527.2K | 0.30% | +1,106 | New |
| HighPoint Advisor Group LLC | 1,205 | $530.0K | 0.04% | +3+0.2% | Added |
| Keudell/Morrison Wealth Management | 1,112 | $530.1K | 0.16% | −8−0.7% | Reduced |
| Globeflex Capital L P | 1,115 | $531.5K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 1,131 | $539.1K | 0.07% | −47−4.0% | Reduced |
| Inspire Advisors, LLC | 1,137 | $541.8K | 0.07% | +18+1.6% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,154 | $551.0K | 0.33% | +465+67.5% | Added |
| Tranquility Partners, LLC | 1,163 | $554.4K | 0.21% | +383+49.1% | Added |
| LM Advisors LLC | 1,167 | $556.0K | 0.09% | +1,167 | New |
| HB Wealth Management, LLC | 1,170 | $557.7K | 0.01% | +97+9.0% | Added |
| Fairhaven Wealth Management, LLC | 1,182 | $563.4K | 0.19% | +59+5.3% | Added |
| Horizon Investments, LLC | 1,184 | $564.4K | 0.01% | −4−0.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,202 | $573.0K | 0.03% | +1+0.1% | Added |
| Aft, Forsyth & Company, Inc. | 1,210 | $576.8K | 0.33% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,217 | $580.1K | 0.28% | +1,217 | New |
| Graypoint LLC | 1,229 | $585.8K | 0.04% | +100+8.9% | Added |
| Sequoia Financial Advisors, LLC | 1,237 | $589.9K | 0.01% | −705−36.3% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 1,238 | $590.1K | 0.24% | +63+5.4% | Added |
| Sompo Asset Management Co., Ltd. | 1,240 | $591.1K | 0.10% | −220−15.1% | Reduced |
| Strategic Advocates LLC | 1,243 | $592.5K | 0.23% | −219−15.0% | Reduced |
| La Banque Postale Asset Management SA | 1,249 | $595.4K | 0.02% | −3,311−72.6% | Reduced |
| Accurate Wealth Management, LLC | 1,366 | $601.6K | 0.18% | −556−28.9% | Reduced |
| Meeder Advisory Services, Inc. | 1,263 | $602.0K | 0.06% | +46+3.8% | Added |
| Wetherby Asset Management Inc | 1,292 | $615.9K | 0.03% | −21−1.6% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,294 | $616.8K | 0.15% | +1,294 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,314 | $626.3K | 0.03% | −1,484−53.0% | Reduced |
| Money Concepts Capital Corp | 1,363 | $649.7K | 0.06% | +1,363 | New |
| TD Waterhouse Canada Inc. | 1,302 | $657.0K | 0.00% | −33,579−96.3% | Reduced |
| Wrapmanager Inc | 1,395 | $665.0K | 0.18% | −24−1.7% | Reduced |
| Exencial Wealth Advisors, LLC | 1,395 | $665.0K | 0.02% | −72−4.9% | Reduced |
| Gilbert & Cook, Inc. | 1,404 | $669.2K | 0.09% | −26−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 1,411 | $672.3K | 0.02% | +1,411 | New |
| WSFS Capital Management, LLC | 1,422 | $677.6K | 0.04% | −101−6.6% | Reduced |
| Signaturefd, LLC | 1,422 | $677.8K | 0.01% | +215+17.8% | Added |
| NorthRock Partners, LLC | 1,443 | $687.8K | 0.03% | +37+2.6% | Added |
| XTX Topco Ltd | 1,453 | $692.6K | 0.09% | +1,453 | New |
| Copperwynd Financial, LLC | 1,472 | $701.7K | 0.25% | +133+9.9% | Added |
| Wahed Invest LLC | 1,481 | $705.9K | 0.16% | +173+13.2% | Added |
| Oppenheimer & Co Inc | 1,500 | $715.0K | 0.01% | +1,500 | New |
| Checchi Capital Advisers, LLC | 1,509 | $719.3K | 0.06% | +2+0.1% | Added |
| Stratos Wealth Advisors, LLC | 1,510 | $719.8K | 0.04% | −21−1.4% | Reduced |
| Capstone Investment Advisors, LLC | 1,512 | $720.7K | 0.01% | +1,512 | New |
| Spreng Capital Management, Inc. | 1,515 | $722.2K | 0.39% | 00.0% | Unchanged |
| Greenleaf Trust | 1,525 | $726.9K | 0.01% | −76−4.7% | Reduced |
| Intellectus Partners, LLC | 1,546 | $736.9K | 0.19% | −25−1.6% | Reduced |
| Profund Advisors LLC | 1,552 | $739.8K | 0.03% | +22+1.4% | Added |
| RFG Advisory, LLC | 1,604 | $764.6K | 0.03% | +15+0.9% | Added |
| Wedmont Private Capital | 1,630 | $765.9K | 0.06% | +32+2.0% | Added |
| Personal Cfo Solutions, LLC | 1,611 | $767.9K | 0.12% | −231−12.5% | Reduced |
| Gateway Advisory, LLC | 1,614 | $769.3K | 0.13% | −38−2.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,619 | $771.7K | 0.05% | +1,619 | New |
| Virtus ETF Advisers LLC | 1,626 | $775.1K | 0.41% | −79−4.6% | Reduced |
| V-Square Quantitative Management LLC | 1,627 | $775.5K | 0.13% | +319+24.4% | Added |
| Stratos Wealth Partners, LTD. | 1,635 | $779.4K | 0.01% | +237+17.0% | Added |
| Ellevest, Inc. | 1,646 | $784.6K | 0.05% | +132+8.7% | Added |
| Raymond James Trust N.A. | 1,647 | $785.1K | 0.02% | −314−16.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,719 | $790.9K | 0.01% | +575+50.3% | Added |
| Symmetry Partners, LLC | 1,669 | $796.0K | 0.06% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,678 | $799.9K | 0.03% | −455−21.3% | Reduced |
| Coldstream Capital Management Inc | 1,700 | $810.3K | 0.02% | −15−0.9% | Reduced |
| Three Seasons Wealth, LLC | 1,756 | $824.4K | 0.58% | +335+23.6% | Added |
| Principal Securities, Inc. | 1,733 | $826.1K | 0.03% | +166+10.6% | Added |
| Perpetual Ltd | 1,742 | $830.4K | 0.01% | −25−1.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,750 | $834.0K | 0.02% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 1,753 | $835.6K | 0.54% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 1,765 | $841.3K | 0.01% | +100+6.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,794 | $854.9K | 0.00% | −9,391−84.0% | Reduced |