Gartner, Inc.
US ˙ NYSE ˙ US3666511072

SecurityIT / Gartner, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership40,827 shares
Latest Disclosed Value $ 6,464,444
Stifel Financial Corp reports 10.05% increase in ownership of IT / Gartner, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 40,827 shares of Gartner, Inc. (US:IT) valued at $6,464,547 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 37,098 shares of Gartner, Inc.. This represents a change in shares of 10.05% during the quarter. The current value of the position is $6,726,248 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)
2026-05-12 2026-03-31 13F GARTNER COM 366651107 40,827 3,729 10.05 6,464 -30.93 0.0014
2026-02-13 2025-12-31 13F GARTNER COM 366651107 37,098 -4,608 -11.05 9,359 -14.63 0.0084
2025-11-12 2025-09-30 13F GARTNER COM 366651107 41,706 -7,578 -15.38 10,963 -44.97 0.0100
2025-08-14 2025-06-30 13F GARTNER COM 366651107 49,284 -10,315 -17.31 19,922 -20.36 0.0194
2025-05-14 2025-03-31 13F GARTNER COM 366651107 59,599 4,144 7.47 25,016 -6.89 0.0266
2025-02-13 2024-12-31 13F GARTNER COM 366651107 55,455 7,544 15.75 26,866 10.66 0.0280
2024-11-14 2024-09-30 13F GARTNER COM 366651107 47,911 5,759 13.66 24,280 28.27 0.0255
2024-08-13 2024-06-30 13F GARTNER COM 366651107 42,152 1,467 3.61 18,929 -2.40 0.0213
2024-05-14 2024-03-31 13F GARTNER COM 366651107 40,685 2,261 5.88 19,393 11.88 0.0221
2024-02-12 2023-12-31 13F GARTNER COM 366651107 38,424 4,607 13.62 17,334 49.18 0.0218
2023-11-13 2023-09-30 13F GARTNER COM 366651107 33,817 8,319 32.63 11,620 30.08 0.0163
2023-08-14 2023-06-30 13F GARTNER COM 366651107 25,498 -560 -2.15 8,932 5.23 0.0122
2023-05-12 2023-03-31 13F GARTNER COM 366651107 26,058 -191 -0.73 8,489 -3.80 0.0122
2023-02-13 2022-12-31 13F GARTNER COM 366651107 26,249 286 1.10 8,823 22.83 0.0132
2022-11-14 2022-09-30 13F GARTNER COM 366651107 25,963 763 3.03 7,183 17.87 0.0118
2022-08-15 2022-06-30 13F GARTNER COM 366651107 25,200 2,839 12.70 6,094 -8.39 0.0095
2022-05-13 2022-03-31 13F GARTNER COM 366651107 22,361 -1,956 -8.04 6,652 -18.18 0.0091
2022-02-14 2021-12-31 13F GARTNER COM 366651107 24,317 878 3.75 8,130 14.14 0.0107
2021-11-15 2021-09-30 13F GARTNER COM 366651107 23,439 -7,262 -23.65 7,123 -4.20 0.0104
2021-08-13 2021-06-30 13F GARTNER COM 366651107 30,701 -468 -1.50 7,435 30.67 0.0111
2021-05-14 2021-03-31 13F GARTNER COM 366651107 31,169 -928 -2.89 5,690 10.66 0.0094
2021-02-12 2020-12-31 13F GARTNER COM 366651107 32,097 2,054 6.84 5,142 36.97 0.0092
2020-11-16 2020-09-30 13F GARTNER COM 366651107 30,043 597 2.03 3,754 5.10 0.0077
2020-08-14 2020-06-30 13F GARTNER COM 366651107 29,446 1,384 4.93 3,572 28.72 0.0082
2020-05-14 2020-03-31 13F GARTNER COM 366651107 28,062 19,293 220.01 2,775 106.63 0.0077
2020-02-13 2019-12-31 13F GARTNER COM 366651107 8,769 92 1.06 1,343 10.17 0.0028
2019-11-19 2019-09-30 13F/A-1 GARTNER COM 366651107 8,677 8,677 1,219 0.0031
2019-11-13 2019-09-30 13F GARTNER COM 366651107 8,607 8,607 1,209 677.7051
2019-02-13 2018-12-31 13F GARTNER COM 366651107 0 -1,555 -100.00 0 -100.00
2018-11-13 2018-09-30 13F GARTNER COM 366651107 1,555 -3,302 -67.98 249 -61.51 0.0007
2018-08-14 2018-06-30 13F GARTNER COM 366651107 4,857 -2,717 -35.87 647 -27.71 0.0020
2018-05-11 2018-03-31 13F GARTNER COM 366651107 7,574 -117 -1.52 895 -5.89 0.0028
2018-02-14 2017-12-31 13F GARTNER COM 366651107 7,691 -3,707 -32.52 951 -32.60 0.0030
2017-11-13 2017-09-30 13F GARTNER COM 366651107 11,398 1,721 17.78 1,411 18.57 0.0049
2017-08-14 2017-06-30 13F GARTNER COM 366651107 9,677 -176 -1.79 1,190 11.63 0.0044
2017-05-10 2017-03-31 13F GARTNER COM 366651107 9,853 -350 -3.43 1,066 3.00 0.0041
2017-02-16 2016-12-31 13F GARTNER COM 366651107 10,203 -2,115 -17.17 1,035 -5.39 0.0044
2016-11-15 2016-09-30 13F GARTNER COM 366651107 12,318 -3,155 -20.39 1,094 -27.50 0.0049
2016-08-17 2016-06-30 13F GARTNER COM 366651107 15,473 -299 -1.90 1,509 7.17 0.0070
2016-05-16 2016-03-31 13F GARTNER COM 366651107 15,772 -2,753 -14.86 1,408 -16.24 0.0075
2016-03-21 2015-12-31 13F/A-2 GARTNER COM 366651107 18,525 1,207 6.97 1,681 15.69 0.0088
2016-02-26 2015-12-31 13F/A-1 GARTNER COM 366651107 18,525 0 1,681 0.0088
2016-02-16 2015-12-31 13F GARTNER COM 366651107 18,525 4,426
2015-11-16 2015-09-30 13F GARTNER COM 366651107 17,318 203 1.19 1,453 0.55 0.0082
2015-08-17 2015-06-30 13F/A-1 GARTNER COM 366651107 17,115 8,610 101.23 1,445 102.66 0.0075
2015-08-17 2015-06-30 13F GARTNER COM 366651107 7,737 661
2015-05-14 2015-03-31 13F GARTNER COM 366651107 8,505 -4,518 -34.69 713 -34.95 0.0039
2015-02-13 2014-12-31 13F GARTNER COM 366651107 13,023 439 3.49 1,096 18.49 0.0061
2014-11-13 2014-09-30 13F GARTNER COM 366651107 12,584 -137 -1.08 925 3.12 0.0081
2014-08-14 2014-06-30 13F GARTNER COM 366651107 12,721 -1,305 -9.30 897 -7.91 0.0081
2014-05-15 2014-03-31 13F GARTNER COM 366651107 14,026 14,026 974 0.0093
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.