Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionMcCollum Christoferson Group LLC
Latest Disclosed Ownership28,406 shares
Latest Disclosed Value $ 39,420
McCollum Christoferson Group LLC reports 33.30% increase in ownership of IT / Gartner, Inc.

On April 10, 2026 - McCollum Christoferson Group LLC filed a 13F-HR form disclosing ownership of 28,406 shares of Gartner, Inc. (MX:IT) valued at $39,420 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 21,310 shares of Gartner, Inc.. This represents a change in shares of 33.30% 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.

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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)
2026-04-10 2026-03-31 13F GARTNER INC COM Stock 366651107 28,406 7,096 33.30 39 -99.27 0.0118
2026-01-09 2025-12-31 13F GARTNER INC COM Stock 366651107 21,310 -3,845 -15.29 5,376 -18.69 1.5552
2025-11-17 2025-09-30 13F GARTNER INC COM Stock 366651107 25,155 -662 -2.56 6,612 -36.64 1.8948
2025-08-13 2025-06-30 13F GARTNER INC COM COM 366651107 25,817 12 0.05 10,436 -3.66 3.1051
2025-05-06 2025-03-31 13F GARTNER INC COM COM 366651107 25,805 -18 -0.07 10,831 -13.42 3.3047
2025-02-11 2024-12-31 13F GARTNER INC COM INC COM 366651107 25,823 -219 -0.84 12,510 -5.21 3.6968
2024-10-16 2024-09-30 13F GARTNER COM 366651107 26,042 -140 -0.53 13,197 12.25 3.8232
2024-07-30 2024-06-30 13F GARTNER COM 366651107 26,182 -1,191 -4.35 11,757 -9.89 3.4979
2024-04-26 2024-03-31 13F GARTNER COM 366651107 27,373 -1,080 -3.80 13,048 1.65 3.7737
2024-01-19 2023-12-31 13F GARTNER COM 366651107 28,453 -744 -2.55 12,835 27.94 3.8829
2023-11-08 2023-09-30 13F GARTNER COM 366651107 29,197 -599 -2.01 10,032 -3.88 3.0836
2023-07-28 2023-06-30 13F GARTNER COM 366651107 29,796 -237 -0.79 10,438 6.69 2.9730
2023-05-02 2023-03-31 13F GARTNER COM 366651107 30,033 -1,040 -3.35 9,784 -6.33 3.0167
2023-02-07 2022-12-31 13F GARTNER COM 366651107 31,073 -964 -3.01 10,445 17.82 3.3046
2022-11-01 2022-09-30 13F GARTNER COM 366651107 32,037 -387 -1.19 8,864 13.05 2.9648
2022-08-10 2022-06-30 13F GARTNER COM 366651107 32,424 -207 -0.63 7,841 -19.21 2.3897
2022-05-10 2022-03-31 13F GARTNER COM 366651107 32,631 -330 -1.00 9,706 -11.92 2.3981
2022-02-09 2021-12-31 13F GARTNER COM 366651107 32,961 -52 -0.16 11,020 9.85 2.4815
2021-10-13 2021-09-30 13F GARTNER COM 366651107 33,013 -738 -2.19 10,032 22.73 2.3892
2021-07-14 2021-06-30 13F GARTNER COM 366651107 33,751 -12 -0.04 8,174 32.63 1.9427
2021-04-22 2021-03-31 13F GARTNER COM 366651107 33,763 404 1.21 6,163 15.33 1.5652
2021-01-22 2020-12-31 13F GARTNER COM 366651107 33,359 2,000 6.38 5,344 36.40 1.3667
2020-10-22 2020-09-30 13F GARTNER COM 366651107 31,359 1,025 3.38 3,918 6.47 1.1246
2020-07-31 2020-06-30 13F GARTNER COM 366651107 30,334 682 2.30 3,680 24.66 1.1946
2020-04-13 2020-03-31 13F GARTNER COM 366651107 29,652 405 1.38 2,952 -34.50 1.1793
2020-01-30 2019-12-31 13F GARTNER COM 366651107 29,247 -72 -0.25 4,507 7.67 1.5152
2019-10-17 2019-09-30 13F GARTNER COM 366651107 29,319 -40 -0.14 4,186 -11.41 1.4943
2019-07-11 2019-06-30 13F GARTNER COM 366651107 29,359 282 0.97 4,725 7.14 1.6667
2019-04-11 2019-03-31 13F GARTNER COM 366651107 29,077 855 3.03 4,410 22.23 1.6262
2019-01-15 2018-12-31 13F GARTNER COM 366651107 28,222 637 2.31 3,608 -17.47 1.5231
2018-10-16 2018-09-30 13F GARTNER COM 366651107 27,585 573 2.12 4,372 21.78 1.6034
2018-07-24 2018-06-30 13F GARTNER COM 366651107 27,012 95 0.35 3,590 13.39 1.4611
2018-04-19 2018-03-31 13F GARTNER COM 366651107 26,917 410 1.55 3,166 -3.00 1.3205
2018-01-18 2017-12-31 13F GARTNER COM 366651107 26,507 26,507 3,264 1.3520
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.