Gartner, Inc.
US ˙ NYSE ˙ US3666511072

SecurityIT / Gartner, Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership229,202 shares
Latest Disclosed Value $ 36,291,845
Mackenzie Financial Corp reports 16.06% increase in ownership of IT / Gartner, Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 229,202 shares of Gartner, Inc. (US:IT) valued at $36,291,845 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 197,491 shares of Gartner, Inc.. This represents a change in shares of 16.06% during the quarter. The current value of the position is $37,761,030 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)
2026-05-13 2026-03-31 13F GARTNER COM 366651107 229,202 31,711 16.06 36,292 -27.68 0.0435
2026-02-18 2025-12-31 13F GARTNER COM 366651107 197,491 6,537 3.42 50,180 -0.03 0.0594
2025-11-13 2025-09-30 13F GARTNER COM 366651107 190,954 -581,666 -75.28 50,196 -83.93 0.0608
2025-08-13 2025-06-30 13F GARTNER COM 366651107 772,620 44,222 6.07 312,308 2.15 0.4046
2025-05-07 2025-03-31 13F GARTNER COM 366651107 728,398 -32,194 -4.23 305,738 -17.03 0.4347
2025-05-02 2024-12-31 13F/A-2 GARTNER COM 366651107 760,592 -62,309 -7.57 368,484 -11.64 0.5021
2025-02-20 2024-12-31 13F/A-1 GARTNER COM 366651107 760,592 -62,309 368,484 0.4789
2025-02-14 2024-12-31 13F Gartner Common Stock 366651107 760,592 -62,309 237,572 0.3411
2024-11-13 2024-09-30 13F GARTNER COM 366651107 822,901 38,080 4.85 417,013 18.32 0.5803
2024-08-14 2024-06-30 13F GARTNER COM 366651107 784,821 -24,856 -3.07 352,432 -8.68 0.5237
2024-05-10 2024-03-31 13F GARTNER COM 366651107 809,677 179,708 28.53 385,949 35.81 0.5562
2024-01-30 2023-12-31 13F GARTNER COM 366651107 629,969 131,222 26.31 284,185 66.75 0.4286
2023-10-25 2023-09-30 13F GARTNER COM 366651107 498,747 41,335 9.04 170,422 7.35 0.2865
2023-08-03 2023-06-30 13F GARTNER COM 366651107 457,412 105,292 29.90 158,759 38.40 0.2408
2023-04-24 2023-03-31 13F GARTNER COM 366651107 352,120 -10,251 -2.83 114,710 -5.83 0.1772
2023-02-14 2022-12-31 13F GARTNER COM 366651107 362,371 3,966 1.11 121,807 22.83 0.2035
2022-10-07 2022-09-30 13F Gartner Common Stock 366651107 358,405 317,666 779.76 99,167 906.57 0.1706
2022-08-10 2022-06-30 13F GARTNER COM 366651107 40,739 12,218 42.84 9,852 16.12 0.0158
2022-05-13 2022-03-31 13F GARTNER COM 366651107 28,521 -236,638 -89.24 8,484 -90.43 0.0114
2022-02-14 2021-12-31 13F GARTNER COM 366651107 265,159 4,079 1.56 88,648 11.74 0.1194
2021-11-08 2021-09-30 13F GARTNER COM 366651107 261,080 -491,995 -65.33 79,337 -56.50 0.1125
2021-08-11 2021-06-30 13F GARTNER COM 366651107 753,075 -258,773 -25.57 182,395 -1.25 0.2537
2021-05-14 2021-03-31 13F GARTNER COM 366651107 1,011,848 -289,914 -22.27 184,713 -11.42 0.2815
2021-02-10 2020-12-31 13F GARTNER COM 366651107 1,301,762 -25,396 -1.91 208,529 25.75 0.4503
2020-11-13 2020-09-30 13F GARTNER COM 366651107 1,327,158 118,294 9.79 165,828 13.06 0.4119
2020-08-13 2020-06-30 13F GARTNER COM 366651107 1,208,864 121,449 11.17 146,671 35.46 0.3925
2020-05-14 2020-03-31 13F GARTNER COM 366651107 1,087,415 260,144 31.45 108,274 -15.07 0.3482
2020-02-13 2019-12-31 13F GARTNER COM 366651107 827,271 879 0.11 127,482 7.88 0.3136
2019-11-14 2019-09-30 13F GARTNER COM 366651107 826,392 317,711 62.46 118,166 44.34 0.3105
2019-08-23 2019-06-30 13F/A-1 GARTNER COM 366651107 508,681 -18,219 -3.46 81,867 2.44 0.2112
2019-08-14 2019-06-30 13F GARTNER COM 366651107 508,681 -18,219 81,867
2019-05-15 2019-03-31 13F GARTNER COM 366651107 526,900 73,982 16.33 79,920 38.03 0.1928
2019-02-06 2018-12-31 13F GARTNER COM 366651107 452,918 57,491 14.54 57,901 -7.62 0.1522
2018-11-15 2018-09-30 13F GARTNER COM 366651107 395,427 -19,977 -4.81 62,675 13.53 0.1525
2018-08-13 2018-06-30 13F GARTNER COM 366651107 415,404 122,286 41.72 55,207 60.13 0.1409
2018-05-14 2018-03-31 13F/A-1 GARTNER COM 366651107 293,118 90,942 44.98 34,477 38.47 0.0879
2018-05-14 2018-03-31 13F GARTNER COM 366651107 293,118 34,477
2018-02-13 2017-12-31 13F GARTNER COM 366651107 202,176 58,429 40.65 24,898 39.22 0.0601
2017-11-13 2017-09-30 13F GARTNER COM 366651107 143,747 -77,257 -34.96 17,884 -34.48 0.0964
2017-08-14 2017-06-30 13F GARTNER COM 366651107 221,004 -223,750 -50.31 27,296 -43.17 0.1519
2017-05-25 2017-03-31 13F/A-1 GARTNER COM 366651107 444,754 -358,229 -44.61 48,029 -40.82 0.2809
2017-05-12 2017-03-31 13F GARTNER COM 366651107 444,754 48,029
2017-02-14 2016-12-31 13F GARTNER COM 366651107 802,983 -64,198 -7.40 81,157 5.81 0.4861
2016-11-15 2016-09-30 13F GARTNER COM 366651107 867,181 248,293 40.12 76,702 27.23 0.4789
2016-08-12 2016-06-30 13F GARTNER COM 366651107 618,888 -64,896 -9.49 60,286 -1.33 0.3406
2016-05-12 2016-03-31 13F GARTNER COM 366651107 683,784 142,756 26.39 61,096 24.51 0.5542
2016-02-12 2015-12-31 13F GARTNER COM 366651107 541,028 456 0.08 49,071 8.16 0.3045
2015-11-13 2015-09-30 13F GARTNER COM 366651107 540,572 31,716 6.23 45,370 3.94 0.2753
2015-08-13 2015-06-30 13F GARTNER COM 366651107 508,856 -11,400 -2.19 43,650 0.06 0.2366
2015-05-13 2015-03-31 13F GARTNER COM 366651107 520,256 213,116 69.39 43,623 68.66 0.2300
2015-02-11 2014-12-31 13F GARTNER COM 366651107 307,140 31 0.01 25,864 14.63 0.1320
2014-11-12 2014-09-30 13F GARTNER COM 366651107 307,109 -8,023 -2.55 22,563 1.53 0.1131
2014-08-11 2014-06-30 13F GARTNER COM 366651107 315,132 -34,924 -9.98 22,223 -8.58 0.1034
2014-05-14 2014-03-31 13F GARTNER COM 366651107 350,056 -339,120 -49.21 24,308 -50.36 0.1192
2014-02-11 2013-12-31 13F/A-1 GARTNER COM 366651107 689,176 11,945 1.76 48,966 20.50 0.2474
2014-02-03 2013-12-31 13F GARTNER COM 366651107 689,176 48,966
2013-11-12 2013-09-30 13F GARTNER COM 366651107 677,231 -49,898 -6.86 40,634 -1.94 0.2057
2013-08-20 2013-06-30 13F/A-1 GARTNER COM 366651107 727,129 727,129 41,439 0.1976
2013-08-09 2013-06-30 13F GARTNER COM 366651107 727,129 41,439 0.1983
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.