Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionDouglas Lane & Associates, LLC
Latest Disclosed Ownership217,617 shares
Latest Disclosed Value $ 34,457,541
Douglas Lane & Associates, LLC reports 8.58% increase in ownership of IT / Gartner, Inc.

On April 15, 2026 - Douglas Lane & Associates, LLC filed a 13F-HR form disclosing ownership of 217,617 shares of Gartner, Inc. (MX:IT) valued at $34,457,541 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 200,418 shares of Gartner, Inc.. This represents a change in shares of 8.58% 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)
2026-04-15 2026-03-31 13F GARTNER COMMON 366651107 217,617 17,199 8.58 34,458 -31.85 0.4969
2026-01-22 2025-12-31 13F GARTNER COMMON 366651107 200,418 80,591 67.26 50,561 60.52 0.6940
2025-10-10 2025-09-30 13F GARTNER COMMON 366651107 119,827 113,241 1,719.42 31,499 1,083.28 0.4389
2025-07-07 2025-06-30 13F GARTNER COMMON 366651107 6,586 -894 -11.95 2,662 -15.20 0.0386
2025-04-09 2025-03-31 13F GARTNER COMMON 366651107 7,480 -248 -3.21 3,140 -16.16 0.0463
2025-01-08 2024-12-31 13F GARTNER COMMON 366651107 7,728 -248 -3.11 3,744 -7.35 0.0528
2024-10-10 2024-09-30 13F GARTNER COMMON 366651107 7,976 -492 -5.81 4,042 6.29 0.0556
2024-07-08 2024-06-30 13F GARTNER COMMON 366651107 8,468 -244 -2.80 3,803 -8.43 0.0540
2024-04-11 2024-03-31 13F GARTNER COMMON 366651107 8,712 -630 -6.74 4,153 -1.47 0.0587
2024-01-17 2023-12-31 13F GARTNER COMMON 366651107 9,342 -1,546 -14.20 4,214 12.64 0.0649
2023-10-16 2023-09-30 13F GARTNER COMMON 366651107 10,888 -1,376 -11.22 3,741 -12.92 0.0628
2023-07-19 2023-06-30 13F GARTNER COMMON 366651107 12,264 -1,737 -12.41 4,296 -5.81 0.0694
2023-04-17 2023-03-31 13F GARTNER COMMON 366651107 14,001 -749 -5.08 4,561 -8.01 0.0759
2023-02-14 2022-12-31 13F/A-1 GARTNER COMMON 366651107 14,750 -3,159 -17.64 4,958 0.06 0.0829
2023-01-17 2022-12-31 13F GARTNER COMMON 366651107 14,856 -3,053 5 0.0832
2022-10-14 2022-09-30 13F GARTNER COMMON 366651107 17,909 224 1.27 4,955 15.85 0.0916
2022-07-18 2022-06-30 13F GARTNER COMMON 366651107 17,685 657 3.86 4,277 -15.56 0.0726
2022-04-25 2022-03-31 13F GARTNER COMMON 366651107 17,028 2,251 15.23 5,065 2.53 0.0715
2022-01-25 2021-12-31 13F GARTNER COMMON 366651107 14,777 111 0.76 4,940 10.84 0.0657
2021-10-21 2021-09-30 13F GARTNER COMMON 366651107 14,666 -629 -4.11 4,457 20.33 0.0638
2021-07-19 2021-06-30 13F GARTNER COMMON 366651107 15,295 15,295 3,704 0.0519
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.