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 2024
Institutional positions in Gartner Inc as of Sep 30, 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
- 908
- +39 vs. Q2 2024
- Shares held
- 70.6M
- +5.68M (+8.7%) vs. Q2 2024
- Total value
- $35.8B
- +$6.64B (+22.8%) vs. Q2 2024
- New holders
- 108
- 322 more added
- Sold out
- 69
- 337 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Gartner Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Occidental Asset Management, LLC | 441 | $223.5K | 0.04% | +441 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 442 | $224.0K | 0.02% | +442 | New |
| Central Trust Co | 443 | $224.5K | 0.01% | +45+11.3% | Added |
| Blue Barn Wealth, LLC | 444 | $225.0K | 0.12% | +444 | New |
| Verdence Capital Advisors LLC | 445 | $225.5K | 0.02% | +445 | New |
| Blossom Wealth Management | 447 | $226.5K | 0.46% | 00.0% | Unchanged |
| DRW Securities, LLC | 449 | $227.5K | 0.01% | −309−40.8% | Reduced |
| Change Path, LLC | 451 | $228.5K | 0.01% | +451 | New |
| Whittier Trust Co | 457 | $231.6K | 0.00% | +25+5.8% | Added |
| Atomi Financial Group, Inc. | 457 | $231.6K | 0.01% | +457 | New |
| Cassaday & Co Wealth Management LLC | 460 | $233.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 461 | $233.6K | 0.01% | +21+4.8% | Added |
| Wellspring Financial Advisors, LLC | 463 | $234.6K | 0.03% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 465 | $235.6K | 0.00% | −1,246−72.8% | Reduced |
| Claret Asset Management Corp | 469 | $238.0K | 0.04% | +2+0.4% | Added |
| ASB Consultores, LLC | 472 | $239.2K | 0.09% | +472 | New |
| Kolinsky Wealth Management, LLC | 473 | $239.7K | 0.16% | −36−7.1% | Reduced |
| Atlantic Union Bankshares Corp | 476 | $241.2K | 0.01% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 481 | $243.8K | 0.12% | +19+4.1% | Added |
| Keel Point, LLC | 487 | $246.8K | 0.02% | +55+12.7% | Added |
| Spreng Capital Management, Inc. | 490 | $248.3K | 0.12% | −1,025−67.7% | Reduced |
| Mitchell Capital Management Co | 491 | $248.8K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 495 | $251.0K | 0.03% | −91−15.5% | Reduced |
| Tradition Wealth Management, LLC | 496 | $251.4K | 0.02% | +1+0.2% | Added |
| Optimist Retirement Group LLC | 497 | $251.9K | 0.11% | +8+1.6% | Added |
| American Institute for Advanced Investment Management, LLP | 500 | $253.4K | 0.18% | 00.0% | Unchanged |
| Park Place Capital Corp | 500 | $253.4K | 0.07% | 00.0% | Unchanged |
| We Are One Seven, LLC | 501 | $253.9K | 0.01% | −18−3.5% | Reduced |
| Wedbush Securities Inc | 504 | $255.0K | 0.01% | +5+1.0% | Added |
| Prime Capital Investment Advisors, LLC | 507 | $256.9K | 0.00% | +25+5.2% | Added |
| Florida Financial Advisors, LLC | 508 | $257.6K | 0.13% | +53+11.6% | Added |
| Gen-Wealth Partners Inc | 503 | $260.5K | 0.11% | +38+8.2% | Added |
| Court Place Advisors, LLC | 519 | $263.0K | 0.08% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 520 | $263.5K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 522 | $264.5K | 0.00% | +11+2.2% | Added |
| Berger Financial Group, Inc | 526 | $266.6K | 0.02% | +11+2.1% | Added |
| James J. Burns & Company, LLC | 527 | $267.0K | 0.05% | +47+9.8% | Added |
| Oarsman Capital, Inc. | 537 | $272.1K | 0.05% | +4+0.8% | Added |
| D'Orazio & Associates, Inc. | 537 | $272.1K | 0.04% | −7−1.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 539 | $273.1K | 0.01% | +10+1.9% | Added |
| Premier Path Wealth Partners, LLC | 547 | $277.4K | 0.04% | −16−2.8% | Reduced |
| Miracle Mile Advisors, LLC | 548 | $277.7K | 0.01% | +73+15.4% | Added |
| Mutual Advisors, LLC | 542 | $280.7K | 0.01% | −94−14.8% | Reduced |
| Ifrah Financial Services, Inc. | 558 | $282.9K | 0.08% | +558 | New |
| New World Advisors LLC | 560 | $283.8K | 0.07% | −29−4.9% | Reduced |
| Northwest & Ethical Investments L.P. | 560 | $283.9K | 0.01% | +60+12.0% | Added |
| Strategic Blueprint, LLC | 563 | $285.3K | 0.02% | −36−6.0% | Reduced |
| Chicago Partners Investment Group LLC | 555 | $289.1K | 0.01% | +555 | New |
| Aaron Wealth Advisors | 576 | $291.9K | 0.03% | +576 | New |
| Summit Creek Advisors LLC | 583 | $295.4K | 0.04% | −38−6.1% | Reduced |
| Fielder Capital Group LLC | 588 | $298.0K | 0.10% | +6+1.0% | Added |
| One Wealth Advisors, LLC | 591 | $299.5K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 593 | $300.7K | 0.00% | −91−13.3% | Reduced |
| Hengehold Capital Management LLC | 598 | $303.0K | 0.03% | +127+27.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $304.0K | 0.02% | +500+500.0% | Added |
| Summit Financial, LLC | 602 | $305.1K | 0.01% | −6−1.0% | Reduced |
| Lake Street Advisors Group, LLC | 603 | $305.6K | 0.01% | −26−4.1% | Reduced |
| New Century Financial Group, LLC | 608 | $308.1K | 0.11% | +30+5.2% | Added |
| Buckingham Strategic Partners | 609 | $308.7K | 0.01% | +74+13.8% | Added |
| Fifth Third Wealth Advisors LLC | 618 | $313.2K | 0.02% | −15−2.4% | Reduced |
| Rehmann Capital Advisory Group | 617 | $313.7K | 0.02% | −32−4.9% | Reduced |
| Geller Advisors LLC | 619 | $313.7K | 0.02% | −16−2.5% | Reduced |
| Axxcess Wealth Management, LLC | 624 | $316.2K | 0.01% | −31−4.7% | Reduced |
| Phoenix Holdings Ltd. | 629 | $319.2K | 0.00% | −11−1.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 630 | $319.3K | 0.07% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 624 | $320.5K | 0.02% | −31−4.7% | Reduced |
| ORG Wealth Partners, LLC | 639 | $323.8K | 0.11% | +639 | New |
| Diversified, LLC | 641 | $324.8K | 0.04% | +7+1.1% | Added |
| Diversified Enterprises, LLC | 641 | $324.8K | 0.04% | +641 | New |
| Empirical Asset Management, LLC | 642 | $325.3K | 0.12% | +66+11.5% | Added |
| Harvest Fund Management Co., Ltd | 644 | $326.0K | 0.02% | +312+94.0% | Added |
| BSW Wealth Partners | 646 | $327.4K | 0.05% | +646 | New |
| Exencial Wealth Advisors, LLC | 648 | $328.4K | 0.01% | −719−52.6% | Reduced |
| Lakewood Asset Management LLC | 651 | $329.9K | 0.23% | 00.0% | Unchanged |
| Financial Counselors Inc | 654 | $331.4K | 0.00% | +654 | New |
| Salvus Wealth Management, LLC | 660 | $334.5K | 0.21% | +15+2.3% | Added |
| Quadrant Capital Group LLC | 672 | $340.5K | 0.02% | +6+0.9% | Added |
| Renasant Bank | 678 | $343.6K | 0.23% | −1−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 681 | $345.1K | 0.05% | +1+0.1% | Added |
| Net Worth Advisory Group | 683 | $346.2K | 0.10% | +683 | New |
| Insigneo Advisory Services, LLC | 686 | $347.7K | 0.04% | +28+4.3% | Added |
| Signal Advisors Wealth, LLC | 690 | $349.8K | 0.05% | +690 | New |
| Supplemental Annuity Collective Trust of NJ | 700 | $354.7K | 0.10% | 00.0% | Unchanged |
| Alps Advisors Inc | 700 | $354.7K | 0.00% | +700 | New |
| Concurrent Investment Advisors, LLC | 709 | $359.3K | 0.01% | +83+13.3% | Added |
| McCarthy Grittinger Financial Group, LLC | 713 | $361.3K | 0.11% | −63−8.1% | Reduced |
| Fidelis Capital Partners, LLC | 695 | $362.0K | 0.04% | −25−3.5% | Reduced |
| Parallel Advisors, LLC | 716 | $362.9K | 0.01% | +114+18.9% | Added |
| Moors & Cabot, Inc. | 718 | $363.9K | 0.02% | −45−5.9% | Reduced |
| MBB Public Markets I LLC | 720 | $364.9K | 0.03% | −5,020−87.5% | Reduced |
| Brown Brothers Harriman & Co | 722 | $365.9K | 0.00% | +217+43.0% | Added |
| Osborne Partners Capital Management, LLC | 725 | $367.4K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 725 | $367.4K | 0.04% | +13+1.8% | Added |
| TD Waterhouse Canada Inc. | 735 | $368.2K | 0.00% | −143−16.3% | Reduced |
| Opal Wealth Advisors, LLC | 734 | $372.0K | 0.12% | −40−5.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 736 | $373.0K | 0.01% | +86+13.2% | Added |
| Cadent Capital Advisors, LLC | 745 | $377.5K | 0.13% | +745 | New |
| Trust Point Inc. | 746 | $378.0K | 0.03% | +23+3.2% | Added |
| Tiaa Trust, National Association | 756 | $383.1K | 0.00% | +8+1.1% | Added |
| Stevens Capital Management LP | 759 | $385.0K | 0.05% | +759 | New |