Gartner, Inc.
US ˙ NYSE ˙ US3666511072

SecurityIT / Gartner, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership2,021,101 shares
Latest Disclosed Value $ 320,021,134
Invesco Ltd. reports 45.58% increase in ownership of IT / Gartner, Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 2,021,101 shares of Gartner, Inc. (US:IT) valued at $320,021,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 1,388,317 shares of Gartner, Inc.. This represents a change in shares of 45.58% during the quarter. The current value of the position is $332,976,390 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 2,021,101 632,784 45.58 320,021 -8.63 0.0061
2026-02-19 2025-12-31 13F GARTNER COM 366651107 1,388,317 25,526 1.87 350,245 -2.23 0.0537
2025-11-13 2025-09-30 13F GARTNER COM 366651107 1,362,791 451,895 49.61 358,237 -2.71 0.0564
2025-08-13 2025-06-30 13F GARTNER COM 366651107 910,896 111,448 13.94 368,203 9.73 0.0626
2025-05-12 2025-03-31 13F GARTNER COM 366651107 799,448 -155,686 -16.30 335,560 -27.48 0.0636
2025-02-13 2024-12-31 13F GARTNER COM 366651107 955,134 60,306 6.74 462,734 2.04 0.0855
2024-11-12 2024-09-30 13F GARTNER COM 366651107 894,828 -23,712 -2.58 453,463 9.94 0.0875
2024-08-13 2024-06-30 13F GARTNER COM 366651107 918,540 57,531 6.68 412,480 0.50 0.0872
2024-05-14 2024-03-31 13F GARTNER COM 366651107 861,009 67,920 8.56 410,417 14.72 0.0882
2024-02-13 2023-12-31 13F GARTNER COM 366651107 793,089 52,132 7.04 357,770 40.52 0.0851
2023-11-13 2023-09-30 13F GARTNER COM 366651107 740,957 46,425 6.68 254,600 4.64 0.0686
2023-08-11 2023-06-30 13F GARTNER COM 366651107 694,532 -340,745 -32.91 243,302 -27.86 0.0638
2023-05-12 2023-03-31 13F GARTNER COM 366651107 1,035,277 -146,633 -12.41 337,262 -15.11 0.0941
2023-02-13 2022-12-31 13F GARTNER COM 366651107 1,181,910 -4,527 -0.38 397,287 21.02 0.1164
2022-11-14 2022-09-30 13F GARTNER COM 366651107 1,186,437 -151,631 -11.33 328,277 1.45 0.1057
2022-08-15 2022-06-30 13F GARTNER COM 366651107 1,338,068 24,928 1.90 323,585 -17.16 0.0980
2022-05-16 2022-03-31 13F GARTNER COM 366651107 1,313,140 89,707 7.33 390,606 -4.50 0.0996
2022-02-14 2021-12-31 13F GARTNER COM 366651107 1,223,433 268,338 28.10 409,018 40.93 0.0986
2021-11-15 2021-09-30 13F GARTNER COM 366651107 955,095 309,329 47.90 290,235 85.57 0.0736
2021-08-17 2021-06-30 13F GARTNER COM 366651107 645,766 47,347 7.91 156,403 43.17 0.0385
2021-05-17 2021-03-31 13F GARTNER COM 366651107 598,419 10,265 1.75 109,241 15.95 0.0292
2021-02-16 2020-12-31 13F GARTNER COM 366651107 588,154 32,003 5.75 94,216 35.58 0.0274
2020-11-16 2020-09-30 13F GARTNER COM 366651107 556,151 -5,037 -0.90 69,491 2.06 0.0235
2020-08-14 2020-06-30 13F GARTNER COM 366651107 561,188 99,139 21.46 68,089 48.00 0.0243
2020-05-15 2020-03-31 13F GARTNER COM 366651107 462,049 -27,730 -5.66 46,006 -39.05 0.0194
2020-02-14 2019-12-31 13F GARTNER COM 366651107 489,779 -221,584 -31.15 75,476 -25.80 0.0234
2019-11-14 2019-09-30 13F GARTNER COM 366651107 711,363 -72,617 -9.26 101,717 -19.38 0.0266
2019-08-14 2019-06-30 13F/A-1 GARTNER COM 366651107 783,980 -275,006 -25.97 126,174 -21.45 0.0325
2019-08-14 2019-06-30 13F GARTNER COM 366651107 783,980 -956,733 126,174
2019-05-15 2019-03-31 13F GARTNER COM 366651107 1,058,986 -34,594 -3.16 160,627 14.90 0.0542
2019-02-14 2018-12-31 13F GARTNER COM 366651107 1,093,580 126,340 13.06 139,803 -8.81 0.0535
2018-11-14 2018-09-30 13F GARTNER COM 366651107 967,240 -33,755 -3.37 153,308 15.24 0.0482
2018-08-14 2018-06-30 13F GARTNER COM 366651107 1,000,995 354,988 54.95 133,033 75.08 0.0440
2018-05-15 2018-03-31 13F GARTNER COM 366651107 646,007 -15,635 -2.36 75,983 -6.75 0.0284
2018-02-14 2017-12-31 13F GARTNER COM 366651107 661,642 10,311 1.58 81,481 0.56 0.0294
2017-11-14 2017-09-30 13F GARTNER COM 366651107 651,331 134,098 25.93 81,031 26.84 0.0299
2017-08-14 2017-06-30 13F GARTNER COM 366651107 517,233 156,451 43.36 63,883 63.97 0.0199
2017-05-15 2017-03-31 13F GARTNER COM 366651107 360,782 -440,321 -54.96 38,960 -51.88 0.0128
2017-02-14 2016-12-31 13F GARTNER COM 366651107 801,103 32,847 4.28 80,967 19.15 0.0272
2016-11-14 2016-09-30 13F GARTNER COM 366651107 768,256 146,605 23.58 67,952 12.22 0.0233
2016-08-15 2016-06-30 13F GARTNER COM 366651107 621,651 -54,988 -8.13 60,555 0.16 0.0222
2016-05-16 2016-03-31 13F GARTNER COM 366651107 676,639 144,267 27.10 60,457 25.20 0.0246
2016-02-16 2015-12-31 13F GARTNER COM 366651107 532,372 7,951 1.52 48,287 9.71 0.0193
2015-11-16 2015-09-30 13F GARTNER COM 366651107 524,421 -6,832 -1.29 44,014 -3.42 0.0187
2015-08-14 2015-06-30 13F GARTNER GROUP COMMON 366651107 531,253 12,268 2.36 45,571 4.72 0.0179
2015-05-15 2015-03-31 13F GARTNER GROUP COMMON 366651107 518,985 15,787 3.14 43,517 2.69 0.0168
2015-02-13 2014-12-31 13F GARTNER GROUP COMMON 366651107 503,198 -113,785 -18.44 42,375 -6.52 0.0164
2014-11-14 2014-09-30 13F GARTNER GROUP COMMON 366651107 616,983 3,170 0.52 45,330 4.72 0.0181
2014-08-14 2014-06-30 13F GARTNER GROUP COMMON 366651107 613,813 65,488 11.94 43,286 13.68 0.0170
2014-05-15 2014-03-31 13F GARTNER GROUP COMMON 366651107 548,325 -132,553 -19.47 38,076 -21.29 0.0154
2014-02-13 2013-12-31 13F GARTNER GROUP COMMON 366651107 680,878 567,056 498.20 48,376 608.39 0.0192
2013-11-13 2013-09-30 13F GARTNER GROUP COMMON 366651107 113,822 -8,205 -6.72 6,829 -1.80 0.0030
2013-08-14 2013-06-30 13F GARTNER GROUP COMMON 366651107 122,027 122,027 6,954 0.0032
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.