Gartner, Inc.
US ˙ NYSE ˙ US3666511072

SecurityIT / Gartner, Inc.
InstitutionShell Asset Management Co
Latest Disclosed Ownership2,064 shares
Latest Disclosed Value $ 543
Shell Asset Management Co reports 2.69% increase in ownership of IT / Gartner, Inc.

On November 7, 2025 - Shell Asset Management Co filed a 13F-HR form disclosing ownership of 2,064 shares of Gartner, Inc. (US:IT) valued at $542,564 USD as of September 30, 2025. The entity filed a previous 13F-HR on July 23, 2025 disclosing 2,010 shares of Gartner, Inc.. The current value of the position is $340,044 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)
2025-11-07 2025-09-30 13F GARTNER COM 366651107 2,064 54 2.69 1 0.0545
2025-07-23 2025-06-30 13F GARTNER COM 366651107 2,010 1,265 169.80 1 0.0280
2025-05-14 2025-03-31 13F GARTNER COM 366651107 745 0 0.00 0 0.0149
2025-02-14 2024-12-31 13F GARTNER COM 366651107 745 -51 -6.41 0 0.0158
2024-11-07 2024-09-30 13F GARTNER COM 366651107 796 0 0.00 0 0.0177
2024-07-25 2024-03-31 13F GARTNER COM 366651107 796 0 0.00 0 0.0163
2024-02-14 2023-12-31 13F GARTNER COM 366651107 796 285 55.77 0 0.0166
2023-11-08 2023-09-30 13F GARTNER COM 366651107 511 0 0.00 0 0.0073
2023-07-28 2023-06-30 13F GARTNER COM 366651107 511 511 0 0.0071
2022-05-04 2022-03-31 13F GARTNER COM 366651107 0 -2,223 -100.00 0 -100.00
2022-02-09 2021-12-31 13F GARTNER COM 366651107 2,223 -90 -3.89 743 5.69 0.0152
2021-11-04 2021-09-30 13F GARTNER COM 366651107 2,313 1,903 464.15 703 610.10 0.0158
2021-08-12 2021-06-30 13F GARTNER COM 366651107 410 0 0.00 99 32.00 0.0019
2021-05-10 2021-03-31 13F GARTNER COM 366651107 410 -292 -41.60 75 -33.04 0.0015
2021-02-16 2020-12-31 13F GARTNER COM 366651107 702 -172 -19.68 112 2.75 0.0023
2020-11-13 2020-09-30 13F GARTNER COM 366651107 874 -197 -18.39 109 -16.15 0.0025
2020-08-10 2020-06-30 13F GARTNER COM 366651107 1,071 -2,712 -71.69 130 -65.52 0.0032
2020-05-11 2020-03-31 13F GARTNER COM 366651107 3,783 -15 -0.39 377 -35.56 0.0105
2020-02-13 2019-12-31 13F GARTNER COM 366651107 3,798 -1,630 -30.03 585 -24.61 0.0126
2019-11-12 2019-09-30 13F GARTNER COM 366651107 5,428 0 0.00 776 -11.21 0.0177
2019-08-12 2019-06-30 13F GARTNER COM 366651107 5,428 0 0.00 874 6.20 0.0193
2019-05-09 2019-03-31 13F GARTNER COM 366651107 5,428 0 0.00 823 18.59 0.0181
2019-02-13 2018-12-31 13F GARTNER COM 366651107 5,428 -1,013 -15.73 694 -32.03 0.0173
2018-11-13 2018-09-30 13F GARTNER COM 366651107 6,441 -207 -3.11 1,021 15.50 0.0202
2018-08-10 2018-06-30 13F GARTNER COM 366651107 6,648 -6,054 -47.66 884 -40.83 0.0181
2018-05-14 2018-03-31 13F GARTNER COM 366651107 12,702 1,322 11.62 1,494 6.64 0.0297
2018-02-09 2017-12-31 13F GARTNER COM 366651107 11,380 -127 -1.10 1,401 -2.16 0.0278
2017-10-20 2017-09-30 13F/A-1 GARTNER COM 366651107 11,507 -7 -0.06 1,432 0.70 0.0318
2017-07-26 2017-06-30 13F GARTNER COM 366651107 11,514 -5,120 -30.78 1,422 -20.82 0.0353
2017-04-26 2017-03-31 13F GARTNER COM 366651107 16,634 529 3.28 1,796 10.32 0.0458
2017-01-10 2016-12-31 13F GARTNER COM 366651107 16,105 -20,622 -56.15 1,628 -49.89 0.0440
2016-10-28 2016-09-30 13F GARTNER COM 366651107 36,727 -7,045 -16.09 3,249 -23.80 0.0778
2016-07-25 2016-06-30 13F GARTNER COM 366651107 43,772 100 0.23 4,264 9.28 0.0989
2016-05-11 2016-03-31 13F GARTNER COM 366651107 43,672 -3,496 -7.41 3,902 -8.79 0.0934
2016-02-05 2015-12-31 13F GARTNER COM 366651107 47,168 47,168 0.00 4,278 0.1010
2015-10-13 2015-09-30 13F GARTNER COM 366651107 0 -36,808 -100.00 0 -100.00
2015-07-30 2015-06-30 13F GARTNER COM 366651107 36,808 36,808 3,157 0.0632
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.