Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionChevy Chase Trust Holdings, Inc.
Latest Disclosed Ownership34,707 shares
Latest Disclosed Value $ 5,495,506
Chevy Chase Trust Holdings, Inc. reports 5.03% decrease in ownership of IT / Gartner, Inc.

On May 15, 2026 - Chevy Chase Trust Holdings, Inc. filed a 13F-HR form disclosing ownership of 34,707 shares of Gartner, Inc. (MX:IT) valued at $5,495,506 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 36,544 shares of Gartner, Inc.. This represents a change in shares of -5.03% during the quarter.

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.

Upgrade to unlock premium data and export to Excel .

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 34,707 -1,837 -5.03 5,496 -40.39 0.0115
2026-02-13 2025-12-31 13F GARTNER COM 366651107 36,544 -2,108 -5.45 9,219 -9.26 0.0249
2025-11-14 2025-09-30 13F GARTNER COM 366651107 38,652 -2,077 -5.10 10,160 -38.29 0.0280
2025-07-29 2025-06-30 13F GARTNER COM 366651107 40,729 440 1.09 16,463 -2.64 0.0479
2025-04-23 2025-03-31 13F GARTNER COM 366651107 40,289 -191 -0.47 16,911 -13.77 0.0541
2025-01-30 2024-12-31 13F GARTNER COM 366651107 40,480 -838 -2.03 19,611 -6.34 0.0597
2024-11-14 2024-09-30 13F GARTNER COM 366651107 41,318 -1,066 -2.52 20,938 10.01 0.0642
2024-07-22 2024-06-30 13F GARTNER COM 366651107 42,384 -902 -2.08 19,033 -7.76 0.0607
2024-05-03 2024-03-31 13F GARTNER COM 366651107 43,286 -378 -0.87 20,633 4.75 0.0675
2024-01-24 2023-12-31 13F GARTNER COM 366651107 43,664 -767 -1.73 19,697 29.03 0.0705
2023-10-23 2023-09-30 13F GARTNER COM 366651107 44,431 -1,162 -2.55 15,267 -4.41 0.0603
2023-07-25 2023-06-30 13F GARTNER COM 366651107 45,593 -451 -0.98 15,972 6.48 0.0598
2023-05-17 2023-03-31 13F/A-1 GARTNER COM 366651107 46,044 472 1.04 15,000 -2.08 0.0594
2023-05-16 2023-03-31 13F GARTNER COM 366651107 1,413 -44,159 460 0.0629
2023-02-09 2022-12-31 13F GARTNER COM 366651107 45,572 -2,846 -5.88 15,319 14.34 0.0651
2022-11-04 2022-09-30 13F GARTNER COM 366651107 48,418 -341 -0.70 13,397 13.61 0.0572
2022-08-10 2022-06-30 13F GARTNER COM 366651107 48,759 -807 -1.63 11,792 -20.02 0.0488
2022-04-27 2022-03-31 13F GARTNER COM 366651107 49,566 124 0.25 14,743 -10.81 0.0508
2022-01-31 2021-12-31 13F GARTNER COM 366651107 49,442 -2,039 -3.96 16,529 5.66 0.0533
2021-10-20 2021-09-30 13F GARTNER COM 366651107 51,481 -3,368 -6.14 15,644 17.77 0.0545
2021-07-20 2021-06-30 13F GARTNER COM 366651107 54,849 -4,696 -7.89 13,284 22.21 0.0452
2021-04-22 2021-03-31 13F GARTNER COM 366651107 59,545 -4,728 -7.36 10,870 5.57 0.0388
2021-02-12 2020-12-31 13F GARTNER COM 366651107 64,273 -1,894 -2.86 10,296 24.54 0.0367
2020-11-06 2020-09-30 13F GARTNER COM 366651107 66,167 -5,592 -7.79 8,267 -5.04 0.0327
2020-08-14 2020-06-30 13F GARTNER COM 366651107 71,759 -2,454 -3.31 8,706 17.82 0.0353
2020-05-13 2020-03-31 13F GARTNER COM 366651107 74,213 -535 -0.72 7,389 -35.85 0.0344
2020-02-12 2019-12-31 13F GARTNER COM 366651107 74,748 -524 -0.70 11,519 7.02 0.0436
2019-11-20 2019-09-30 13F GARTNER COM 366651107 75,272 71 0.09 10,763 -11.07 0.0441
2019-08-14 2019-06-30 13F GARTNER COM 366651107 75,201 392 0.52 12,103 1.89 0.0502
2019-05-13 2019-03-31 13F GARTNER COM 366651107 74,809 27 0.04 11,879 24.26 0.0491
2019-02-14 2018-12-31 13F GARTNER COM 366651107 74,782 237 0.32 9,560 -19.09 0.0466
2018-10-23 2018-09-30 13F GARTNER COM 366651107 74,545 -2,198 -2.86 11,815 15.84 0.0490
2018-08-02 2018-06-30 13F GARTNER COM 366651107 76,743 -17 -0.02 10,199 12.97 0.0442
2018-04-10 2018-03-31 13F GARTNER COM 366651107 76,760 -1,770 -2.25 9,028 -6.65 0.0401
2018-01-22 2017-12-31 13F GARTNER COM 366651107 78,530 -486 -0.62 9,671 -1.62 0.0416
2017-11-14 2017-09-30 13F GARTNER COM 366651107 79,016 1,110 1.42 9,830 2.16 0.0445
2017-07-13 2017-06-30 13F GARTNER COM 366651107 77,906 77,906 9,622 0.0460
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.