Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionVontobel Holding Ltd.
Latest Disclosed Ownership3,990 shares
Latest Disclosed Value $ 631,777
Vontobel Holding Ltd. reports 35.30% decrease in ownership of IT / Gartner, Inc.

On May 8, 2026 - Vontobel Holding Ltd. filed a 13F-HR form disclosing ownership of 3,990 shares of Gartner, Inc. (MX:IT) valued at $631,777 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,167 shares of Gartner, Inc.. This represents a change in shares of -35.30% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F GARTNER COM 366651107 3,990 -2,177 -35.30 632 -59.42 0.0022
2026-02-13 2025-12-31 13F GARTNER COM 366651107 6,167 4,065 193.39 1,556 181.70 0.0049
2025-10-15 2025-09-30 13F GARTNER COM 366651107 2,102 -5,615 -72.76 553 -82.30 0.0017
2025-07-23 2025-06-30 13F GARTNER COM 366651107 7,717 -948 -10.94 3,119 -14.24 0.0099
2025-04-28 2025-03-31 13F GARTNER COM 366651107 8,665 -1,427 -14.14 3,637 -25.61 0.0133
2025-01-30 2024-12-31 13F GARTNER COM 366651107 10,092 -42 -0.41 4,889 -4.79 0.0167
2024-10-16 2024-09-30 13F GARTNER COM 366651107 10,134 182 1.83 5,136 14.90 0.0166
2024-08-13 2024-06-30 13F GARTNER COM 366651107 9,952 -1,044 -9.49 4,469 -14.73 0.0145
2024-05-10 2024-03-31 13F GARTNER COM 366651107 10,996 -147 -1.32 5,241 4.28 0.0419
2024-06-04 2023-12-31 13F/A-1 GARTNER COM 366651107 11,143 -806 -6.75 5,027 22.44 0.0421
2024-01-30 2023-12-31 13F GARTNER COM 366651107 13,096 -958 5,908 0.0297
2024-06-04 2023-09-30 13F/A-1 GARTNER COM 366651107 11,949 192 1.63 4,106 -0.32 0.0379
2023-10-11 2023-09-30 13F GARTNER COM 366651107 14,054 192 4,829 0.0269
2024-06-04 2023-06-30 13F/A-1 GARTNER COM 366651107 11,757 10,469 812.81 4,119 882.82 0.0361
2023-07-24 2023-06-30 13F GARTNER COM 366651107 13,862 12,574 4,856 0.0258
2024-06-04 2023-03-31 13F/A-1 GARTNER COM 366651107 1,288 0 0.00 420 -2.10 0.0039
2023-04-12 2023-03-31 13F GARTNER COM 366651107 2,576 1,288 839 0.0048
2023-02-14 2022-12-31 13F GARTNER COM 366651107 1,288 171 15.31 429 37.18 0.0043
2022-11-04 2022-09-30 13F GARTNER COM 366651107 1,117 -229 -17.01 312 -3.41 0.0036
2022-07-27 2022-06-30 13F GARTNER COM 366651107 1,346 -276 -17.02 323 -34.08 0.0035
2022-05-13 2022-03-31 13F GARTNER COM 366651107 1,622 -391 -19.42 490 -26.87 0.0042
2022-02-14 2021-12-31 13F/A-1 GARTNER COM 366651107 2,013 -3,241 -61.69 670 -58.05 0.0056
2022-02-10 2021-12-31 13F GARTNER COM 366651107 5,254 0 1,597 0.0061
2021-10-29 2021-09-30 13F GARTNER COM 366651107 5,254 3,363 177.84 1,597 247.17 0.0141
2021-08-06 2021-06-30 13F GARTNER COM 366651107 1,891 300 18.86 460 58.62 0.0040
2021-05-11 2021-03-31 13F GARTNER COM 366651107 1,591 320 25.18 290 35.51 0.0021
2021-02-12 2020-12-31 13F/A-1 GARTNER COM 366651107 1,271 1,271 214 0.0014
2021-02-12 2020-12-31 13F GARTNER COM 366651107 1,271 214 0.0014
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.