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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 1,604 | $764.6K | 0.03% | +15+0.9% | Added |
| Profund Advisors LLC | 1,552 | $739.8K | 0.03% | +22+1.4% | Added |
| Intellectus Partners, LLC | 1,546 | $736.9K | 0.19% | −25−1.6% | Reduced |
| Greenleaf Trust | 1,525 | $726.9K | 0.01% | −76−4.7% | Reduced |
| Spreng Capital Management, Inc. | 1,515 | $722.2K | 0.39% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,512 | $720.7K | 0.01% | +1,512 | New |
| Stratos Wealth Advisors, LLC | 1,510 | $719.8K | 0.04% | −21−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 1,509 | $719.3K | 0.06% | +2+0.1% | Added |
| Oppenheimer & Co Inc | 1,500 | $715.0K | 0.01% | +1,500 | New |
| Wahed Invest LLC | 1,481 | $705.9K | 0.16% | +173+13.2% | Added |
| Copperwynd Financial, LLC | 1,472 | $701.7K | 0.25% | +133+9.9% | Added |
| XTX Topco Ltd | 1,453 | $692.6K | 0.09% | +1,453 | New |
| NorthRock Partners, LLC | 1,443 | $687.8K | 0.03% | +37+2.6% | Added |
| Signaturefd, LLC | 1,422 | $677.8K | 0.01% | +215+17.8% | Added |
| WSFS Capital Management, LLC | 1,422 | $677.6K | 0.04% | −101−6.6% | Reduced |
| Kestra Private Wealth Services, LLC | 1,411 | $672.3K | 0.02% | +1,411 | New |
| Gilbert & Cook, Inc. | 1,404 | $669.2K | 0.09% | −26−1.8% | Reduced |
| Exencial Wealth Advisors, LLC | 1,395 | $665.0K | 0.02% | −72−4.9% | Reduced |
| Wrapmanager Inc | 1,395 | $665.0K | 0.18% | −24−1.7% | Reduced |
| TD Waterhouse Canada Inc. | 1,302 | $657.0K | 0.00% | −33,579−96.3% | Reduced |
| Money Concepts Capital Corp | 1,363 | $649.7K | 0.06% | +1,363 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,314 | $626.3K | 0.03% | −1,484−53.0% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,294 | $616.8K | 0.15% | +1,294 | New |
| Wetherby Asset Management Inc | 1,292 | $615.9K | 0.03% | −21−1.6% | Reduced |
| Meeder Advisory Services, Inc. | 1,263 | $602.0K | 0.06% | +46+3.8% | Added |
| Accurate Wealth Management, LLC | 1,366 | $601.6K | 0.18% | −556−28.9% | Reduced |
| La Banque Postale Asset Management SA | 1,249 | $595.4K | 0.02% | −3,311−72.6% | Reduced |
| Strategic Advocates LLC | 1,243 | $592.5K | 0.23% | −219−15.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,240 | $591.1K | 0.10% | −220−15.1% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 1,238 | $590.1K | 0.24% | +63+5.4% | Added |
| Sequoia Financial Advisors, LLC | 1,237 | $589.9K | 0.01% | −705−36.3% | Reduced |
| Graypoint LLC | 1,229 | $585.8K | 0.04% | +100+8.9% | Added |
| Empirical Asset Management, LLC | 1,217 | $580.1K | 0.28% | +1,217 | New |
| Aft, Forsyth & Company, Inc. | 1,210 | $576.8K | 0.33% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,202 | $573.0K | 0.03% | +1+0.1% | Added |
| Horizon Investments, LLC | 1,184 | $564.4K | 0.01% | −4−0.3% | Reduced |
| Fairhaven Wealth Management, LLC | 1,182 | $563.4K | 0.19% | +59+5.3% | Added |
| HB Wealth Management, LLC | 1,170 | $557.7K | 0.01% | +97+9.0% | Added |
| LM Advisors LLC | 1,167 | $556.0K | 0.09% | +1,167 | New |
| Tranquility Partners, LLC | 1,163 | $554.4K | 0.21% | +383+49.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,154 | $551.0K | 0.33% | +465+67.5% | Added |
| Inspire Advisors, LLC | 1,137 | $541.8K | 0.07% | +18+1.6% | Added |
| Wealth Alliance | 1,131 | $539.1K | 0.07% | −47−4.0% | Reduced |
| Globeflex Capital L P | 1,115 | $531.5K | 0.05% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,112 | $530.1K | 0.16% | −8−0.7% | Reduced |
| HighPoint Advisor Group LLC | 1,205 | $530.0K | 0.04% | +3+0.2% | Added |
| Gibbs Wealth Management | 1,106 | $527.2K | 0.30% | +1,106 | New |
| EHP Funds Inc. | 1,100 | $524.3K | 0.36% | −200−15.4% | Reduced |
| Americana Partners, LLC | 1,095 | $522.0K | 0.04% | +56+5.4% | Added |
| Liberty Capital Management, Inc. | 1,080 | $514.8K | 0.13% | −54−4.8% | Reduced |
| Hanseatic Management Services Inc | 1,074 | $511.9K | 0.78% | +4+0.4% | Added |
| Lincoln National Corp | 1,069 | $509.6K | 0.01% | +61+6.1% | Added |
| D.A. Davidson & Co. | 1,063 | $506.7K | 0.00% | −5−0.5% | Reduced |
| First Horizon Advisors, Inc. | 1,063 | $506.7K | 0.02% | −173−14.0% | Reduced |
| Walleye Capital LLC | 1,050 | $500.5K | 0.01% | +1,050 | New |
| Monument Capital Management | 1,042 | $496.7K | 0.14% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,041 | $496.2K | 0.02% | −102−8.9% | Reduced |
| Merit Financial Group, LLC | 1,145 | $490.8K | 0.01% | +1,145 | New |
| MJP Associates Inc | 1,024 | $488.1K | 0.11% | +192+23.1% | Added |
| Castleview Partners, LLC | 1,023 | $487.6K | 0.27% | +64+6.7% | Added |
| VCI Wealth Management LLC | 1,021 | $486.7K | 0.33% | +1,021 | New |
| Custom Index Systems, LLC | 1,008 | $480.5K | 0.27% | +1,008 | New |
| Machina Capital S.A.S. | 1,001 | $477.1K | 0.25% | +1,001 | New |
| 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 |
| Mather Group, LLC. | 1,056 | $476.4K | 0.01% | +1+0.1% | Added |
| Johnson Investment Counsel Inc | 992 | $472.9K | 0.01% | +29+3.0% | Added |
| CAPROCK Group, Inc. | 991 | $472.4K | 0.03% | +63+6.8% | Added |
| Wolverine Asset Management LLC | 982 | $468.1K | 0.01% | −400−28.9% | Reduced |
| Avestar Capital, LLC | 981 | $467.6K | 0.05% | +40+4.3% | Added |
| NEOS Investment Management LLC | 972 | $463.3K | 0.03% | −18−1.8% | Reduced |
| Syon Capital LLC | 957 | $456.2K | 0.04% | +24+2.6% | Added |
| Unique Wealth Strategies, LLC | 952 | $453.9K | 0.22% | +952 | New |
| Burns Matteson Capital Management, LLC | 937 | $446.6K | 0.29% | +486+107.8% | Added |
| Independent Advisor Alliance | 926 | $441.2K | 0.02% | −1−0.1% | Reduced |
| Trust Asset Management LLC | 923 | $440.0K | 0.04% | 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 |
| Tectonic Advisors LLC | 917 | $437.1K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 910 | $433.9K | 0.00% | +51+5.9% | Added |
| Wallace Advisory Group, LLC | 957 | $431.7K | 0.32% | +20+2.1% | Added |
| Banco Santander, S.A. | 896 | $427.1K | 0.01% | +896 | New |
| Summit Trail Advisors, LLC | 889 | $423.8K | 0.01% | +282+46.5% | Added |
| Harbor Capital Advisors, Inc. | 888 | $423.0K | 0.06% | +888 | New |
| McCarthy Grittinger Financial Group, LLC | 887 | $422.8K | 0.13% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 881 | $419.9K | 0.06% | +881 | New |
| Ascent Group, LLC | 872 | $415.7K | 0.04% | +5+0.6% | Added |
| Savant Capital, LLC | 866 | $412.8K | 0.00% | +79+10.0% | Added |
| E Fund Management Co., Ltd. | 862 | $410.9K | 0.03% | −15−1.7% | Reduced |
| FirstPurpose Wealth LLC | 872 | $404.4K | 0.15% | −38−4.2% | Reduced |
| Allworth Financial LP | 844 | $402.3K | 0.00% | +37+4.6% | Added |
| Siemens Fonds Invest GmbH | 829 | $395.2K | 0.03% | −38−4.4% | Reduced |
| Osborne Partners Capital Management, LLC | 825 | $393.3K | 0.02% | −500−37.7% | Reduced |
| GeoWealth Management, LLC | 822 | $391.8K | 0.02% | −89−9.8% | Reduced |
| Opal Wealth Advisors, LLC | 817 | $389.4K | 0.13% | +14+1.7% | Added |
| Cigna Investments Inc | 806 | $385.0K | 0.07% | −15−1.8% | Reduced |
| St Germain D J Co Inc | 800 | $381.3K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 800 | $381.3K | 0.03% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 799 | $380.9K | 0.06% | +115+16.8% | Added |
| Apollon Wealth Management, LLC | 794 | $378.2K | 0.01% | −307−27.9% | Reduced |