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, Q2 2025
Institutional positions in Gartner Inc as of Jun 30, 2025. 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
- 898
- −10 vs. Q1 2025
- Shares held
- 73.7M
- +529.4K (+0.7%) vs. Q1 2025
- Total value
- $29.8B
- −$914.5M (−3.0%) vs. Q1 2025
- New holders
- 89
- 375 more added
- Sold out
- 99
- 325 more reduced
13 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Gartner Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 877 | $354.5K | 0.01% | −672−43.4% | Reduced |
| Atomi Financial Group, Inc. | 856 | $346.0K | 0.01% | +121+16.5% | Added |
| Equitable Holdings, Inc. | 855 | $345.6K | 0.00% | −8−0.9% | Reduced |
| Private Advisor Group, LLC | 847 | $342.3K | 0.00% | +53+6.7% | Added |
| Valeo Financial Advisors, LLC | 836 | $337.8K | 0.01% | −68−7.5% | Reduced |
| Arlington Financial Advisors, LLC | 834 | $337.1K | 0.06% | −3−0.4% | Reduced |
| Sivia Capital Partners, LLC | 830 | $335.5K | 0.11% | +830 | New |
| Canandaigua National Bank & Trust Co | 819 | $331.1K | 0.03% | −7−0.8% | Reduced |
| Huntington National Bank | 819 | $330.7K | 0.00% | +1+0.1% | Added |
| Forum Financial Management, LP | 814 | $329.0K | 0.01% | −60−6.9% | Reduced |
| St Germain D J Co Inc | 812 | $328.2K | 0.01% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 808 | $326.6K | 0.03% | +808 | New |
| Phoenix Holdings Ltd. | 806 | $325.6K | 0.00% | +41+5.4% | Added |
| Farther Finance Advisors, LLC | 804 | $324.8K | 0.01% | +19+2.4% | Added |
| Great Valley Advisor Group, Inc. | 802 | $324.5K | 0.01% | −3−0.4% | Reduced |
| Groupama Asset Managment | 804 | $323.8K | 0.01% | −76−8.6% | Reduced |
| Alps Advisors Inc | 790 | $319.3K | 0.00% | +10+1.3% | Added |
| David Loasby | 969 | $318.4K | 0.03% | +246+34.0% | Added |
| WSFS Capital Management, LLC | 782 | $315.9K | 0.02% | +2+0.3% | Added |
| Polymer Capital Management (US) LLC | 781 | $315.7K | 0.05% | +781 | New |
| EverSource Wealth Advisors, LLC | 758 | $306.4K | 0.01% | +335+79.2% | Added |
| Brookstone Capital Management | 752 | $304.0K | 0.00% | −7−0.9% | Reduced |
| Cigna Investments Inc | 745 | $302.0K | 0.05% | −23−3.0% | Reduced |
| Full Sail Capital, LLC | 745 | $301.1K | 0.02% | +745 | New |
| Whittier Trust Co of Nevada Inc | 736 | $297.5K | 0.01% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 734 | $296.7K | 0.14% | +178+32.0% | Added |
| Johnson Investment Counsel Inc | 730 | $295.1K | 0.00% | −1−0.1% | Reduced |
| Summit Financial, LLC | 721 | $291.2K | 0.01% | −1,635−69.4% | Reduced |
| Wallace Advisory Group, LLC | 690 | $289.6K | 0.21% | +8+1.2% | Added |
| RMR Wealth Builders | 714 | $288.6K | 0.03% | +4+0.6% | Added |
| Impact Capital Partners LLC | 713 | $288.2K | 0.09% | +41+6.1% | Added |
| Pensionmark Financial Group, LLC | 705 | $285.0K | 0.01% | +705 | New |
| J. Safra Sarasin Holding AG | 701 | $283.4K | 0.00% | +701 | New |
| Supplemental Annuity Collective Trust of NJ | 700 | $283.0K | 0.08% | 00.0% | Unchanged |
| Net Worth Advisory Group | 695 | $280.9K | 0.06% | +21+3.1% | Added |
| Fielder Capital Group LLC | 692 | $279.7K | 0.07% | +118+20.6% | Added |
| Avestar Capital, LLC | 689 | $278.5K | 0.02% | −52−7.0% | Reduced |
| Renasant Bank | 689 | $278.5K | 0.19% | +17+2.5% | Added |
| Riverwater Partners LLC | 682 | $275.7K | 0.13% | +9+1.3% | Added |
| IFP Advisors, Inc | 681 | $275.2K | 0.01% | +346+103.3% | Added |
| SCS Capital Management LLC | 679 | $274.5K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 671 | $271.2K | 0.01% | −129−16.1% | Reduced |
| Moors & Cabot, Inc. | 671 | $271.2K | 0.01% | −50−6.9% | Reduced |
| Teza Capital Management LLC | 669 | $270.4K | 0.20% | −910−57.6% | Reduced |
| Evoke Wealth, LLC | 668 | $270.0K | 0.01% | +668 | New |
| One Wealth Capital Management, LLC | 667 | $269.6K | 0.13% | +10+1.5% | Added |
| Regions Financial Corp | 663 | $268.0K | 0.00% | −75−10.2% | Reduced |
| Headlands Technologies LLC | 660 | $266.8K | 0.03% | −2,150−76.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 653 | $265.6K | 0.12% | −8−1.2% | Reduced |
| Trust Point Inc. | 657 | $265.6K | 0.03% | −20−3.0% | Reduced |
| Wrapmanager Inc | 657 | $265.6K | 0.06% | −135−17.0% | Reduced |
| Burns Matteson Capital Management, LLC | 654 | $264.4K | 0.13% | −22−3.3% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 654 | $264.4K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 654 | $264.3K | 0.01% | −128−16.4% | Reduced |
| Baron Wealth Management LLC | 652 | $263.6K | 0.09% | +91+16.2% | Added |
| Lakewood Asset Management LLC | 651 | $263.1K | 0.18% | 00.0% | Unchanged |
| Larson Financial Group LLC | 637 | $257.5K | 0.01% | −291−31.4% | Reduced |
| Diversified Enterprises, LLC | 634 | $256.3K | 0.02% | −11−1.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 630 | $254.7K | 0.05% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 625 | $252.6K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 622 | $251.4K | 0.16% | +13+2.1% | Added |
| Wolverine Trading, LLC | 617 | $248.5K | 0.01% | −855−58.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 614 | $248.2K | 0.01% | −41−6.3% | Reduced |
| EP Wealth Advisors, LLC | 613 | $247.7K | 0.00% | −187−23.4% | Reduced |
| Tectonic Advisors LLC | 605 | $244.6K | 0.01% | −4−0.7% | Reduced |
| Tandem Investment Advisors, Inc. | 603 | $244.0K | 0.01% | +603 | New |
| Gen-Wealth Partners Inc | 603 | $243.7K | 0.09% | +88+17.1% | Added |
| TD Waterhouse Canada Inc. | 592 | $240.6K | 0.00% | +21+3.7% | Added |
| Claret Asset Management Corp | 593 | $240.0K | 0.03% | +593 | New |
| Texas Capital Bank Wealth Management Services Inc | 592 | $239.3K | 0.02% | +1+0.2% | Added |
| MBB Public Markets I LLC | 592 | $239.3K | 0.03% | −133−18.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 598 | $238.7K | 0.03% | +598 | New |
| Ballentine Partners, LLC | 589 | $238.1K | 0.00% | +105+21.7% | Added |
| Cassaday & Co Wealth Management LLC | 585 | $236.5K | 0.01% | +585 | New |
| Rehmann Capital Advisory Group | 585 | $236.5K | 0.01% | −48−7.6% | Reduced |
| Keel Point, LLC | 583 | $235.7K | 0.02% | +35+6.4% | Added |
| Kera Capital Partners, Inc. | 583 | $235.7K | 0.05% | +583 | New |
| Legacy Capital Wealth Partners, LLC | 582 | $235.3K | 0.05% | +17+3.0% | Added |
| Gallacher Capital Management LLC | 581 | $234.9K | 0.11% | +87+17.6% | Added |
| Mission Wealth Management, LP | 579 | $234.1K | 0.01% | +579 | New |
| Sagespring Wealth Partners, LLC | 579 | $234.0K | 0.01% | −91−13.6% | Reduced |
| Creekmur Asset Management LLC | 576 | $232.8K | 0.04% | +127+28.3% | Added |
| Florida Financial Advisors, LLC | 573 | $231.8K | 0.08% | +93+19.4% | Added |
| Umb Bank N A | 572 | $231.2K | 0.00% | −42−6.8% | Reduced |
| Adams Wealth Management | 572 | $231.1K | 0.04% | 00.0% | Unchanged |
| CacheTech Inc. | 572 | $231.1K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 571 | $230.8K | 0.03% | +571 | New |
| ORG Wealth Partners, LLC | 566 | $230.2K | 0.06% | +50+9.7% | Added |
| Prime Capital Investment Advisors, LLC | 560 | $226.5K | 0.00% | −25−4.3% | Reduced |
| Oarsman Capital, Inc. | 559 | $226.0K | 0.04% | +24+4.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 555 | $224.2K | 0.00% | −314−36.1% | Reduced |
| Fortem Financial Group, LLC | 554 | $223.9K | 0.07% | −1,397−71.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 547 | $221.1K | 0.11% | +12+2.2% | Added |
| Shufro Rose & Co LLC | 525 | $220.4K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 540 | $218.2K | 0.00% | −2,186−80.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 539 | $217.9K | 0.03% | +21+4.1% | Added |
| D'Orazio & Associates, Inc. | 538 | $217.5K | 0.03% | −1−0.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 532 | $215.0K | 0.01% | +532 | New |
| Jacobs Levy Equity Management, Inc | 530 | $214.2K | 0.00% | +530 | New |
| Patton Fund Management, Inc. | 529 | $213.8K | 0.05% | +529 | New |