Gartner, Inc.
MX ˙ BMV ˙ US3666511072
SecurityMX:IT / Gartner, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership31,727 shares
Latest Disclosed Value $ 5,023,632
LPL Financial LLC reports 76.04% increase in ownership of IT / Gartner, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 31,727 shares of Gartner, Inc. (MX:IT) valued at $5,023,632 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 18,023 shares of Gartner, Inc.. This represents a change in shares of 76.04% 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)
2026-05-06 2026-03-31 13F GARTNER COM 366651107 31,727 13,704 76.04 5,024 10.49 0.0013
2026-02-11 2025-12-31 13F GARTNER COM 366651107 18,023 -3,367 -15.74 4,547 -19.14 0.0012
2025-11-12 2025-09-30 13F GARTNER COM 366651107 21,390 295 1.40 5,623 -34.07 0.0016
2025-08-12 2025-06-30 13F GARTNER COM 366651107 21,095 -4,748 -18.37 8,527 -21.39 0.0028
2025-05-07 2025-03-31 13F GARTNER COM 366651107 25,843 -4,883 -15.89 10,848 -27.13 0.0042
2025-02-11 2024-12-31 13F GARTNER COM 366651107 30,726 191 0.63 14,886 -3.80 0.0061
2024-11-08 2024-09-30 13F GARTNER COM 366651107 30,535 -678 -2.17 15,474 10.40 0.0069
2024-08-07 2024-06-30 13F GARTNER COM 366651107 31,213 -1,057 -3.28 14,016 -8.88 0.0070
2024-05-10 2024-03-31 13F GARTNER COM 366651107 32,270 2,929 9.98 15,382 16.21 0.0083
2024-02-14 2023-12-31 13F GARTNER COM 366651107 29,341 1,212 4.31 13,236 36.95 0.0080
2023-11-13 2023-09-30 13F GARTNER COM 366651107 28,129 5,266 23.03 9,665 20.68 0.0068
2023-07-31 2023-06-30 13F GARTNER COM 366651107 22,863 5,355 30.59 8,009 40.43 0.0057
2023-05-10 2023-03-31 13F GARTNER COM 366651107 17,508 5,056 40.60 5,704 36.27 0.0044
2023-02-07 2022-12-31 13F GARTNER COM 366651107 12,452 2,253 22.09 4,186 48.30 0.0036
2022-11-14 2022-09-30 13F GARTNER COM 366651107 10,199 2,377 30.39 2,822 49.15 0.0027
2022-08-12 2022-06-30 13F GARTNER COM 366651107 7,822 -4,722 -37.64 1,892 -49.29 0.0018
2022-05-16 2022-03-31 13F GARTNER COM 366651107 12,544 -5,283 -29.63 3,731 -37.40 0.0032
2022-02-14 2021-12-31 13F GARTNER COM 366651107 17,827 -3,604 -16.82 5,960 -8.48 0.0050
2021-11-15 2021-09-30 13F GARTNER COM 366651107 21,431 10,590 97.68 6,512 147.98 0.0061
2021-08-13 2021-06-30 13F GARTNER COM 366651107 10,841 3,920 56.64 2,626 107.92 0.0027
2021-05-14 2021-03-31 13F GARTNER COM 366651107 6,921 973 16.36 1,263 32.53 0.0015
2021-02-12 2020-12-31 13F GARTNER COM 366651107 5,948 -161 -2.64 953 24.90 0.0012
2020-11-09 2020-09-30 13F GARTNER COM 366651107 6,109 1,904 45.28 763 49.61 0.0012
2020-08-13 2020-06-30 13F GARTNER COM 366651107 4,205 1,604 61.67 510 96.91 0.0009
2020-05-14 2020-03-31 13F GARTNER COM 366651107 2,601 -211 -7.50 259 -40.18 0.0006
2020-02-14 2019-12-31 13F GARTNER COM 366651107 2,812 697 32.96 433 43.38 0.0008
2019-11-13 2019-09-30 13F GARTNER COM 366651107 2,115 8 0.38 302 -10.91 0.0006
2019-08-09 2019-06-30 13F GARTNER COM 366651107 2,107 -14 -0.66 339 5.28 0.0007
2019-05-08 2019-03-31 13F GARTNER COM 366651107 2,121 334 18.69 322 41.23 0.0007
2019-02-07 2018-12-31 13F GARTNER COM 366651107 1,787 14 0.79 228 -18.86 0.0006
2018-11-14 2018-09-30 13F GARTNER COM 366651107 1,773 -329 -15.65 281 0.72 0.0007
2018-08-14 2018-06-30 13F GARTNER COM 366651107 2,102 2,102 279 0.0007
2017-05-15 2017-03-31 13F GARTNER COM 366651107 0 -2,101 -100.00 0 -100.00
2017-02-13 2016-12-31 13F GARTNER COM 366651107 2,101 2,101 0.00 210 0.0016
2016-08-15 2016-06-30 13F GARTNER COM 366651107 0 -3,240 -100.00 0 -100.00
2016-05-16 2016-03-31 13F GARTNER COM 366651107 3,240 648 25.00 289 25.11 0.0008
2016-02-12 2015-12-31 13F GARTNER COM 366651107 2,592 2,592 231 0.0006
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.