Gartner, Inc.
US ˙ NYSE ˙ US3666511072

SecurityIT / Gartner, Inc.
InstitutionJohnson Financial Group, Inc.
Latest Disclosed Ownership32 shares
Latest Disclosed Value $ 5,067
Johnson Financial Group, Inc. reports 69.81% decrease in ownership of IT / Gartner, Inc.

On May 7, 2026 - Johnson Financial Group, Inc. filed a 13F-HR form disclosing ownership of 32 shares of Gartner, Inc. (US:IT) valued at $5,067 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 106 shares of Gartner, Inc.. This represents a change in shares of -69.81% during the quarter. The current value of the position is $5,272 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)
2026-05-07 2026-03-31 13F GARTNER COM 366651107 32 -74 -69.81 5 -80.77 0.0001
2026-02-12 2025-12-31 13F GARTNER COM 366651107 106 -43 -28.86 27 -33.33 0.0010
2025-11-13 2025-09-30 13F GARTNER COM 366651107 149 -349 -70.08 39 -80.60 0.0015
2025-08-13 2025-06-30 13F GARTNER COM 366651107 498 -359 -41.89 201 -44.01 0.0091
2025-05-15 2025-03-31 13F GARTNER COM 366651107 857 342 66.41 360 28.67 0.0176
2025-02-14 2024-12-31 13F GARTNER COM 366651107 515 54 11.71 280 19.74 0.0132
2024-11-13 2024-09-30 13F GARTNER COM 366651107 461 21 4.77 234 18.27 0.0107
2024-08-14 2024-06-30 13F GARTNER COM 366651107 440 0 0.00 198 -5.74 0.0096
2024-05-14 2024-03-31 13F GARTNER COM 366651107 440 0 0.00 210 5.56 0.0113
2024-02-09 2023-12-31 13F/A-1 GARTNER COM 366651107 440 -87 -16.51 198 9.39 0.0109
2024-02-09 2023-12-31 13F GARTNER COM 366651107 440 -87 198 0.0065
2023-11-14 2023-09-30 13F GARTNER COM 366651107 527 -183 -25.77 181 -27.02 0.0126
2023-08-14 2023-06-30 13F GARTNER COM 366651107 710 710 249 0.0172
2023-05-12 2023-03-31 13F GARTNER COM 366651107 0 -73 -100.00 0 -100.00
2023-02-13 2022-12-31 13F GARTNER COM 366651107 73 73 25 0.0019
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.