Gartner, Inc.
US ˙ NYSE ˙ US3666511072

SecurityIT / Gartner, Inc.
InstitutionTruist Financial Corp
Latest Disclosed Ownership5,804 shares
Latest Disclosed Value $ 919,006
Truist Financial Corp reports 25.72% decrease in ownership of IT / Gartner, Inc.

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 5,804 shares of Gartner, Inc. (US:IT) valued at $919,005 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 7,814 shares of Gartner, Inc.. This represents a change in shares of -25.72% during the quarter. The current value of the position is $956,209 USD.

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)
2026-04-27 2026-03-31 13F GARTNER COM 366651107 5,804 -2,010 -25.72 919 -53.37 0.0012
2026-02-02 2025-12-31 13F GARTNER COM 366651107 7,814 -1,724 -18.08 1,971 -21.38 0.0026
2025-11-03 2025-09-30 13F GARTNER COM 366651107 9,538 -2,136 -18.30 2,507 -46.86 0.0034
2025-07-18 2025-06-30 13F GARTNER COM 366651107 11,674 -1,329 -10.22 4,719 -13.54 0.0069
2025-04-29 2025-03-31 13F GARTNER COM 366651107 13,003 -2,300 -15.03 5,458 -26.39 0.0087
2025-01-31 2024-12-31 13F GARTNER COM 366651107 15,303 -2,211 -12.62 7,414 -16.47 0.0116
2024-11-13 2024-09-30 13F GARTNER COM 366651107 17,514 -2,225 -11.27 8,875 0.14 0.0139
2024-08-21 2024-06-30 13F GARTNER COM 366651107 19,739 -1,159 -5.55 8,864 -11.02 0.0135
2024-05-13 2024-03-31 13F GARTNER COM 366651107 20,898 -1,973 -8.63 9,961 -3.45 0.0151
2024-02-02 2023-12-31 13F GARTNER COM 366651107 22,871 945 4.31 10,317 36.96 0.0164
2023-11-14 2023-09-30 13F GARTNER COM 366651107 21,926 1,895 9.46 7,534 7.35 0.0126
2023-08-01 2023-06-30 13F GARTNER COM 366651107 20,031 -2,414 -10.76 7,017 -4.02 0.0117
2023-05-05 2023-03-31 13F GARTNER COM 366651107 22,445 491 2.24 7,312 -0.92 0.0126
2023-02-17 2022-12-31 13F GARTNER COM 366651107 21,954 -13,033 -37.25 7,380 -23.77 0.0130
2022-10-26 2022-09-30 13F GARTNER COM 366651107 34,987 -275 -0.78 9,680 13.51 0.0186
2022-07-22 2022-06-30 13F GARTNER COM 366651107 35,262 -77 -0.22 8,528 -18.88 0.0157
2022-04-22 2022-03-31 13F GARTNER COM 366651107 35,339 -1,010 -2.78 10,513 -13.49 0.0166
2022-02-14 2021-12-31 13F GARTNER COM 366651107 36,349 -4,547 -11.12 12,152 -2.21 0.0185
2021-11-05 2021-09-30 13F GARTNER COM 366651107 40,896 -6,683 -14.05 12,427 7.84 0.0204
2021-08-16 2021-06-30 13F GARTNER COM 366651107 47,579 4,728 11.03 11,524 47.31 0.0188
2021-05-17 2021-03-31 13F GARTNER COM 366651107 42,851 4,069 10.49 7,823 25.91 0.0136
2021-11-19 2020-12-31 13F/A-1 GARTNER COM 366651107 38,782 6,394 19.74 6,213 53.48 0.0119
2021-02-18 2020-12-31 13F GARTNER COM 366651107 41,910 9,522 6,714 0.0125
2021-11-05 2020-09-30 13F/A-1 GARTNER COM 366651107 32,388 317 0.99 4,048 4.03 0.0088
2020-11-13 2020-09-30 13F GARTNER COM 366651107 32,388 317 4,048 0.0087
2021-11-16 2020-06-30 13F/A-1 GARTNER COM 366651107 32,071 3,451 12.06 3,891 36.53 0.0087
2020-08-14 2020-06-30 13F GARTNER COM 366651107 32,071 3,451 3,891 0.0086
2021-11-05 2020-03-31 13F/A-1 GARTNER COM 366651107 28,620 -8,001 -21.85 2,850 -49.49 0.0075
2020-05-15 2020-03-31 13F GARTNER COM 366651107 28,620 -8,001 2,850 0.0074
2021-11-16 2019-12-31 13F/A-1 GARTNER COM 366651107 36,621 36,621 5,643 0.0115
2020-02-14 2019-12-31 13F GARTNER COM 366651107 36,621 36,621 5,643 0.0114
2017-04-28 2017-03-31 13F GARTNER,INC COMM COMMON STOCK 366651107 0 -2,255 -100.00 0 -100.00
2017-02-02 2016-12-31 13F GARTNER,INC COMM COMMON STOCK 366651107 2,255 2,255 228 0.0047
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.