Gartner, Inc.
US ˙ NYSE ˙ US3666511072

SecurityIT / Gartner, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership3,861,271 shares
Ownership 4.40%
Morgan Stanley ownership in IT / Gartner, Inc.

2015-02-12 - Morgan Stanley has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 3,861,271 shares of Gartner, Inc. (US:IT). This represents 4.4 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2015-02-12 2015-02-12 13G/A 3,861,271 4.40
2014-02-11 2014-02-11 13G/A 5,776,334 6.30
2013-02-13 2013-02-13 13G/A 5,977,885 6.40
2012-02-08 2012-02-08 13G/A 5,198,289 5.50

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-15 2026-03-31 13F GARTNER COM 366651107 2,377,678 -117,897 -4.72 376,482 -40.20 0.0227
2026-05-27 2025-12-31 13F/A-1 GARTNER COM 366651107 2,495,575 136,233 5.77 629,585 1.51 0.0376
2026-02-13 2025-12-31 13F GARTNER COM 366651107 2,495,575 136,233 629,585 0.0376
2026-05-27 2025-09-30 13F/A-1 GARTNER COM 366651107 2,359,342 416,533 21.44 620,201 -21.03 0.0376
2025-11-14 2025-09-30 13F GARTNER COM 366651107 2,359,342 416,533 620,201 0.0375
2025-08-15 2025-06-30 13F GARTNER COM 366651107 1,942,809 -21,742 -1.11 785,324 -4.76 0.0512
2025-05-15 2025-03-31 13F GARTNER COM 366651107 1,964,551 -200,775 -9.27 824,602 -21.39 0.0590
2025-05-15 2024-12-31 13F/A-1 GARTNER COM 366651107 2,165,326 -1,516 -0.07 1,049,038 -4.47 0.0735
2025-02-14 2024-12-31 13F GARTNER COM 366651107 2,165,326 -1,516 1,049,038 0.0735
2025-05-14 2024-09-30 13F/A-2 GARTNER COM 366651107 2,166,842 30,914 1.45 1,098,071 14.48 0.0796
2025-02-14 2024-09-30 13F/A-1 GARTNER COM 366651107 2,166,842 30,914 1,098,071 0.0796
2024-11-14 2024-09-30 13F GARTNER COM 366651107 2,166,842 30,914 1,098,071 0.0796
2025-05-14 2024-06-30 13F/A-2 GARTNER COM 366651107 2,135,928 62,914 3.03 959,162 -2.93 0.0742
2024-10-17 2024-06-30 13F/A-1 GARTNER COM 366651107 2,135,928 62,914 959,162 0.0742
2024-08-14 2024-06-30 13F GARTNER COM 366651107 2,135,928 62,914 959,162 0.0742
2024-10-17 2024-03-31 13F/A-2 GARTNER COM 366651107 2,073,014 93,090 4.70 988,145 10.63 0.0793
2024-08-16 2024-03-31 13F/A-1 GARTNER COM 366651107 2,073,014 93,090 988,145 0.0093
2024-05-15 2024-03-31 13F GARTNER COM 366651107 2,073,014 93,090 988,145 0.0793
2024-08-16 2023-12-31 13F/A-1 GARTNER COM 366651107 1,979,924 -177,151 -8.21 893,165 20.50 0.0787
2024-02-13 2023-12-31 13F GARTNER COM 366651107 1,979,924 -177,151 893,165 0.0787
2023-11-15 2023-09-30 13F GARTNER COM 366651107 2,157,075 95,040 4.61 741,193 2.61 0.0754
2023-08-14 2023-06-30 13F GARTNER COM 366651107 2,062,035 -105,033 -4.85 722,352 2.32 0.0712
2023-05-15 2023-03-31 13F GARTNER COM 366651107 2,167,068 16,057 0.75 705,967 -2.36 0.0757
2023-02-14 2022-12-31 13F GARTNER COM 366651107 2,151,011 1,571,413 271.12 723,041 350.86 0.0821
2022-11-14 2022-09-30 13F GARTNER COM 366651107 579,598 -72,991 -11.18 160,369 1.62 0.0219
2022-10-27 2022-06-30 13F/A-1 GARTNER COM 366651107 652,589 338,245 107.60 157,815 68.78 0.0205
2022-08-15 2022-06-30 13F GARTNER COM 366651107 652,589 338,245 157,815 0.0041
2022-10-27 2022-03-31 13F/A-1 GARTNER COM 366651107 314,344 -120,579 -27.72 93,504 -35.69 0.0126
2022-05-13 2022-03-31 13F GARTNER COM 366651107 314,344 -120,579 93,504 0.0126
2022-02-14 2021-12-31 13F GARTNER COM 366651107 434,923 -46,155 -9.59 145,404 -0.54 0.0180
2021-11-15 2021-09-30 13F GARTNER COM 366651107 481,078 -65,044 -11.91 146,190 10.52 0.0197
2021-08-23 2021-06-30 13F/A-1 GARTNER COM 366651107 546,122 55,149 11.23 132,271 47.58 0.0174
2021-08-16 2021-06-30 13F GARTNER COM 366651107 546,122 55,149 132,271 0.0036
2021-05-17 2021-03-31 13F GARTNER COM 366651107 490,973 28,622 6.19 89,628 21.01 0.0132
2021-02-16 2020-12-31 13F GARTNER COM 366651107 462,351 101,494 28.13 74,065 64.26 0.0114
2020-11-13 2020-09-30 13F GARTNER COM 366651107 360,857 47,387 15.12 45,089 18.55 0.0087
2020-08-14 2020-06-30 13F GARTNER COM 366651107 313,470 -20,810 -6.23 38,033 14.27 0.0084
2020-05-26 2020-03-31 13F/A-1 GARTNER COM 366651107 334,280 -2,274,957 -87.19 33,284 -91.72 0.0090
2020-05-15 2020-03-31 13F GARTNER COM 366651107 334,280 -2,274,957 33,284 2,556.9051
2020-02-14 2019-12-31 13F GARTNER COM 366651107 2,609,237 185,076 7.63 402,082 16.00 0.0935
2019-11-14 2019-09-30 13F GARTNER COM 366651107 2,424,161 180,017 8.02 346,631 -4.03 0.0918
2019-08-14 2019-06-30 13F GARTNER COM 366651107 2,244,144 37,049 1.68 361,172 7.89 0.0961
2019-05-15 2019-03-31 13F GARTNER COM 366651107 2,207,095 1,463,313 196.74 334,772 252.08 0.0948
2019-02-14 2018-12-31 13F GARTNER COM 366651107 743,782 370,385 99.19 95,084 60.66 0.0285
2019-04-23 2018-09-30 13F/A-2 GARTNER COM 366651107 373,397 289,143 343.18 59,183 428.56 0.0148
2018-11-20 2018-09-30 13F/A-1 GARTNER COM 366651107 373,397 0 59,183 0.0148
2018-11-14 2018-09-30 13F GARTNER COM 366651107 373,397 289,143 59,183
2019-04-23 2018-06-30 13F/A-1 GARTNER COM 366651107 84,254 -30,659 -26.68 11,197 -17.16 0.0030
2018-08-14 2018-06-30 13F GARTNER COM 366651107 84,254 -30,659 11,197
2019-04-23 2018-03-31 13F/A-1 GARTNER COM 366651107 114,913 -27,092 -19.08 13,516 -22.71 0.0038
2018-05-14 2018-03-31 13F GARTNER COM 366651107 114,913 -27,092 13,516
2019-04-23 2017-12-31 13F/A-1 GARTNER COM 366651107 142,005 -542,781 -79.26 17,487 -79.47 0.0048
2018-02-14 2017-12-31 13F GARTNER COM 366651107 142,005 -542,781 17,487
2017-11-14 2017-09-30 13F GARTNER COM 366651107 684,786 -104,165 -13.20 85,194 -12.57 0.0255
2017-08-11 2017-06-30 13F GARTNER COM 366651107 788,951 -198,767 -20.12 97,443 -8.64 0.0294
2017-05-22 2017-03-31 13F/A-1 GARTNER COM 366651107 987,718 -20,405 -2.02 106,663 4.68 0.0328
2017-05-12 2017-03-31 13F GARTNER COM 366651107 987,718 106,663
2017-02-22 2016-12-31 13F/A-1 GARTNER COM 366651107 1,008,123 116,947 13.12 101,891 29.26 0.0333
2017-02-13 2016-12-31 13F GARTNER COM 366651107 1,008,123 101,891
2016-11-10 2016-09-30 13F GARTNER COM 366651107 891,176 -8,357 -0.93 78,825 -10.04 0.0269
2016-08-12 2016-06-30 13F GARTNER COM 366651107 899,533 102,110 12.80 87,622 22.98 0.0316
2016-05-12 2016-03-31 13F GARTNER COM 366651107 797,423 -195,197 -19.66 71,251 -20.86 0.0274
2016-02-09 2015-12-31 13F GARTNER COM 366651107 992,620 -1,463,029 -59.58 90,030 -56.32 0.0326
2016-02-08 2015-09-30 13F/A-1 GARTNER COM 366651107 2,455,649 -767,985 -23.82 206,102 -25.47 0.0762
2015-11-09 2015-09-30 13F GARTNER COM 366651107 2,455,649 206,102
2015-08-12 2015-06-30 13F GARTNER COM 366651107 3,223,634 -419,546 -11.52 276,524 -9.48 0.0958
2015-05-14 2015-03-31 13F GARTNER COM 366651107 3,643,180 -424,961 -10.45 305,480 -10.83 0.1125
2015-02-13 2014-12-31 13F GARTNER COM 366651107 4,068,141 -742,454 -15.43 342,578 -3.07 0.1253
2014-12-16 2014-09-30 13F/A-1 GARTNER COM 366651107 4,810,595 -811,538 -14.43 353,434 -9.47 0.1359
2014-11-14 2014-09-30 13F GARTNER COM 366651107 4,810,595 353,434
2014-05-13 2014-03-31 13F GARTNER COM 366651107 5,622,133 -269,981 -4.58 390,400 -6.74 0.1635
2014-02-13 2013-12-31 13F GARTNER COM 366651107 5,892,114 -581,797 -8.99 418,634 7.77 0.1781
2013-11-13 2013-09-30 13F GARTNER INC CL A COM 366651107 6,473,911 127,438 2.01 388,434 7.40 0.1836
2013-08-08 2013-06-30 13F GARTNER INC CL A COM 366651107 6,346,473 6,346,473 361,686 0.1824
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.