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, Q4 2024
Institutional positions in Gartner Inc as of Dec 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
- 952
- +60 vs. Q3 2024
- Shares held
- 72.6M
- +2.42M (+3.5%) vs. Q3 2024
- Total value
- $35.2B
- −$387.3M (−1.1%) vs. Q3 2024
- New holders
- 132
- 324 more added
- Sold out
- 72
- 344 more reduced
16 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Gartner Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fund 1 Investments, LLC | 438 | $212.2K | 0.03% | +438 | New |
| Verdence Capital Advisors LLC | 439 | $212.7K | 0.02% | −6−1.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 442 | $214.1K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 443 | $214.6K | 0.02% | −133−23.1% | Reduced |
| GenTrust, LLC | 443 | $214.6K | 0.01% | +29+7.0% | Added |
| Natixis | 446 | $216.1K | 0.00% | −9,227−95.4% | Reduced |
| Blossom Wealth Management | 447 | $216.6K | 0.42% | 00.0% | Unchanged |
| Wedbush Securities Inc | 450 | $218.0K | 0.01% | −54−10.7% | Reduced |
| Howard Capital Management Inc. | 452 | $219.0K | 0.00% | +19+4.4% | Added |
| Jane Street Group, LLC | 454 | $219.9K | 0.00% | −19,463−97.7% | Reduced |
| Legacy Private Trust Co. | 455 | $220.4K | 0.01% | +55+13.8% | Added |
| Exencial Wealth Advisors, LLC | 457 | $221.4K | 0.01% | −191−29.5% | Reduced |
| Lansing Street Advisors | 458 | $221.9K | 0.08% | +458 | New |
| Wellspring Financial Advisors, LLC | 460 | $222.9K | 0.02% | −3−0.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 460 | $222.9K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 471 | $228.2K | 0.01% | −92−16.3% | Reduced |
| Baron Wealth Management LLC | 471 | $228.2K | 0.11% | −10−2.1% | Reduced |
| Claret Asset Management Corp | 472 | $229.0K | 0.04% | +3+0.6% | Added |
| Ballentine Partners, LLC | 473 | $229.2K | 0.00% | +46+10.8% | Added |
| Atlantic Union Bankshares Corp | 476 | $230.6K | 0.01% | 00.0% | Unchanged |
| Stevens Capital Management LP | 483 | $234.0K | 0.09% | −276−36.4% | Reduced |
| Spreng Capital Management, Inc. | 490 | $237.4K | 0.10% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 491 | $237.9K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 496 | $240.3K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 496 | $240.3K | 0.16% | −43−8.0% | Reduced |
| Quent Capital, LLC | 499 | $241.8K | 0.03% | +4+0.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 500 | $242.2K | 0.01% | −100−16.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 500 | $242.2K | 0.18% | 00.0% | Unchanged |
| Park Place Capital Corp | 500 | $242.2K | 0.07% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 506 | $245.1K | 0.00% | +307+154.3% | Added |
| Optimist Retirement Group LLC | 508 | $246.1K | 0.12% | +11+2.2% | Added |
| Prime Capital Investment Advisors, LLC | 509 | $246.6K | 0.00% | +2+0.4% | Added |
| MGB Wealth Management, LLC | 509 | $246.6K | 0.08% | +509 | New |
| ORG Wealth Partners, LLC | 510 | $247.1K | 0.08% | −129−20.2% | Reduced |
| Cornerstone Select Advisors, LLC | 510 | $247.1K | 0.24% | +510 | New |
| We Are One Seven, LLC | 511 | $247.6K | 0.01% | +10+2.0% | Added |
| Roehl & Yi Investment Advisors, LLC | 512 | $248.0K | 0.14% | +512 | New |
| Keel Point, LLC | 514 | $249.0K | 0.02% | +27+5.5% | Added |
| Miracle Mile Advisors, LLC | 515 | $249.5K | 0.01% | −33−6.0% | Reduced |
| Gen-Wealth Partners Inc | 516 | $250.0K | 0.11% | +13+2.6% | Added |
| Berger Financial Group, Inc | 517 | $250.5K | 0.02% | −9−1.7% | Reduced |
| OneAscent Financial Services LLC | 518 | $251.0K | 0.02% | +518 | New |
| Court Place Advisors, LLC | 519 | $251.4K | 0.08% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 520 | $251.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 522 | $252.9K | 0.04% | −159−23.3% | Reduced |
| Chicago Partners Investment Group LLC | 511 | $253.2K | 0.01% | −44−7.9% | Reduced |
| Shufro Rose & Co LLC | 525 | $254.3K | 0.02% | −343−39.5% | Reduced |
| Ifrah Financial Services, Inc. | 528 | $255.8K | 0.07% | −30−5.4% | Reduced |
| James J. Burns & Company, LLC | 527 | $256.0K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 536 | $259.7K | 0.04% | −1−0.2% | Reduced |
| Oarsman Capital, Inc. | 537 | $260.2K | 0.05% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 546 | $263.0K | 0.00% | +186+51.7% | Added |
| Legacy Capital Wealth Partners, LLC | 547 | $265.0K | 0.07% | +547 | New |
| Umb Bank N A | 553 | $267.9K | 0.00% | +31+5.9% | Added |
| Mutual Advisors, LLC | 528 | $270.4K | 0.01% | −14−2.6% | Reduced |
| Northwest & Ethical Investments L.P. | 560 | $271.0K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 565 | $273.7K | 0.01% | +108+23.6% | Added |
| Premier Path Wealth Partners, LLC | 565 | $274.0K | 0.04% | +18+3.3% | Added |
| Florida Financial Advisors, LLC | 568 | $275.4K | 0.12% | +60+11.8% | Added |
| Allworth Financial LP | 532 | $278.9K | 0.00% | −61−10.3% | Reduced |
| Johnson Financial Group, Inc. | 515 | $279.6K | 0.01% | +54+11.7% | Added |
| Summit Creek Advisors LLC | 583 | $282.4K | 0.04% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 583 | $282.4K | 0.01% | +583 | New |
| Fielder Capital Group LLC | 586 | $283.9K | 0.09% | −2−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 590 | $285.8K | 0.01% | −34−5.4% | Reduced |
| Lake Street Advisors Group, LLC | 590 | $285.8K | 0.01% | −13−2.2% | Reduced |
| One Wealth Advisors, LLC | 591 | $286.3K | 0.04% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 590 | $286.7K | 0.01% | −34−5.4% | Reduced |
| R Squared Ltd | 600 | $290.7K | 0.28% | +600 | New |
| Geller Advisors LLC | 601 | $291.2K | 0.02% | −18−2.9% | Reduced |
| Cynosure Management, LLC | 602 | $291.7K | 0.04% | −182−23.2% | Reduced |
| Summit Financial, LLC | 605 | $292.9K | 0.01% | +3+0.5% | Added |
| Concurrent Investment Advisors, LLC | 607 | $294.1K | 0.01% | −102−14.4% | Reduced |
| Tectonic Advisors LLC | 609 | $295.0K | 0.02% | −308−33.6% | Reduced |
| Castleview Partners, LLC | 611 | $295.3K | 0.16% | −338−35.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 610 | $295.5K | 0.02% | −8−1.3% | Reduced |
| Rehmann Capital Advisory Group | 620 | $300.4K | 0.02% | +3+0.5% | Added |
| Osborne Partners Capital Management, LLC | 625 | $302.8K | 0.02% | −100−13.8% | Reduced |
| MinichMacGregor Wealth Management, LLC | 630 | $305.2K | 0.06% | 00.0% | Unchanged |
| Brighton Jones LLC | 637 | $308.5K | 0.01% | +637 | New |
| Diversified Enterprises, LLC | 641 | $310.5K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 644 | $312.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 645 | $313.1K | 0.01% | +645 | New |
| Opal Wealth Advisors, LLC | 650 | $314.9K | 0.09% | −84−11.4% | Reduced |
| Lakewood Asset Management LLC | 651 | $315.4K | 0.22% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 654 | $316.8K | 0.09% | −59−8.3% | Reduced |
| BSW Wealth Partners | 660 | $319.7K | 0.05% | +14+2.2% | Added |
| GeoWealth Management, LLC | 660 | $319.7K | 0.01% | −197−23.0% | Reduced |
| Quadrant Capital Group LLC | 661 | $320.2K | 0.02% | −11−1.6% | Reduced |
| Larson Financial Group LLC | 664 | $321.7K | 0.02% | −206−23.7% | Reduced |
| Salvus Wealth Management, LLC | 664 | $321.7K | 0.21% | +4+0.6% | Added |
| JFG Wealth Management, LLC | 665 | $322.2K | 0.07% | +665 | New |
| Strive Asset Management, LLC | 676 | $327.5K | 0.25% | +676 | New |
| Net Worth Advisory Group | 686 | $332.5K | 0.10% | +3+0.4% | Added |
| Renasant Bank | 687 | $332.8K | 0.22% | +9+1.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 689 | $333.8K | 0.18% | −428−38.3% | Reduced |
| Prelude Capital Management, LLC | 689 | $333.8K | 0.03% | +689 | New |
| Occidental Asset Management, LLC | 690 | $334.3K | 0.05% | +249+56.5% | Added |
| Alps Advisors Inc | 700 | $339.1K | 0.00% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 700 | $339.1K | 0.10% | 00.0% | Unchanged |