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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | VANGUARD GROUP INC | 8.97 M | $4.28 B | 0.68% | 11.36% |
| 05/10/2024 | BLACKROCK INC. | 6.18 M | $2.94 B | 1.10% | 7.82% |
| 05/15/2024 | BAMCO INC /NY/ | 4.25 M | $2.03 B | -3.96% | 5.43% |
| 05/14/2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.25 M | $1.55 B | 3.92% | 4.16% |
| 05/15/2024 | STATE STREET CORP | 3.19 M | $1.52 B | 1.01% | 4.04% |
| 05/13/2024 | FMR LLC | 2.91 M | $1.39 B | -2.88% | 3.68% |
| 05/15/2024 | MORGAN STANLEY | 2.07 M | $988.14 M | 4.70% | 2.62% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 1.78 M | $846.83 M | 3.05% | 2.25% |
| 05/10/2024 | POLEN CAPITAL MANAGEMENT LLC | 1.75 M | $833.61 M | -3.21% | 2.23% |
| 05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 1.70 M | $809.48 M | -8.35% | 2.15% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 1.56 M | $741.42 M | 0.69% | 1.97% |
| 05/14/2024 | GENERATION INVESTMENT MANAGEMENT LLP | 1.45 M | $692.05 M | -29.00% | 1.85% |
| 04/24/2024 | BROWN ADVISORY INC | 1.22 M | $583.08 M | 1.19% | 1.56% |
| 05/13/2024 | FRANKLIN RESOURCES INC | 1.11 M | $529.44 M | 20.63% | 1.42% |
| 05/10/2024 | JPMORGAN CHASE & CO | 923,400 | $440.16 M | 11.16% | 1.17% |
| 05/14/2024 | ALLIANCEBERNSTEIN L.P. | 880,534 | $419.72 M | 13.21% | 1.11% |
| 05/14/2024 | INVESCO LTD. | 861,009 | $410.42 M | 8.56% | 1.09% |
| 05/14/2024 | NORTHERN TRUST CORP | 846,363 | $403.44 M | -6.44% | 1.07% |
| 05/10/2024 | MACKENZIE FINANCIAL CORP | 809,677 | $385.95 M | 28.53% | 1.03% |
| 05/13/2024 | AXIOM INVESTORS LLC /DE | 714,644 | $340.65 M | 3.55% | 0.91% |
| 05/14/2024 | LEGAL & GENERAL GROUP PLC | 685,872 | $326.93 M | -1.20% | 0.87% |
| 04/30/2024 | FINDLAY PARK PARTNERS LLP | 678,121 | $323.24 M | 5.67% | 0.87% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 650,452 | $310.05 M | 0.11% | 0.82% |
| 05/13/2024 | BESSEMER GROUP INC | 609,945 | $290.74 M | 1.30% | 0.78% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 595,491 | $283.85 M | -6.58% | 0.75% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 529,267 | $252.29 M | -6.92% | 0.67% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 528,118 | $251.74 M | 2.42% | 0.67% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 472,665 | $225.31 M | 2.35% | 0.60% |
| 05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 461,513 | $219.99 M | -0.63% | 0.58% |
| 04/30/2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 452,703 | $215.79 M | -2.25% | 0.57% |
| 05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 414,559 | $197.61 M | 38.21% | 0.52% |
| 05/09/2024 | MADISON ASSET MANAGEMENT, LLC | 389,534 | $185.68 M | 13.02% | 0.50% |
| 05/13/2024 | BOLLARD GROUP LLC | 381,992 | $182.08 M | 0.01% | 0.49% |
| 05/08/2024 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 351,512 | $167.56 M | -2.26% | 0.45% |
| 05/15/2024 | ROYAL BANK OF CANADA | 346,852 | $165.33 M | 5.59% | 0.44% |
| 05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 330,938 | $157.75 M | 1.07% | 0.42% |
| 05/14/2024 | AMERICAN CENTURY COMPANIES INC | 319,968 | $152.52 M | -6.13% | 0.41% |
| 05/10/2024 | WELLS FARGO & COMPANY/MN | 319,241 | $152.17 M | -2.58% | 0.40% |
| 05/15/2024 | HSBC HOLDINGS PLC | 296,828 | $141.34 M | 51.34% | 0.38% |
| 05/14/2024 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 288,333 | $137.44 M | -2.26% | 0.37% |
| 05/15/2024 | AMUNDI | 273,542 | $122.99 M | 47.05% | 0.35% |
| 05/10/2024 | CIBC PRIVATE WEALTH GROUP, LLC | 260,844 | $124.54 M | 30.37% | 0.33% |
| 05/14/2024 | SCHRODER INVESTMENT MANAGEMENT GROUP | 258,455 | $123.20 M | 4.43% | 0.33% |
| 05/15/2024 | DEUTSCHE BANK AG\ | 256,958 | $122.48 M | 4.87% | 0.33% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 252,428 | $120.32 M | 62.13% | 0.32% |
| 05/01/2024 | FIERA CAPITAL CORP | 248,008 | $118.22 M | 29.60% | 0.32% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 242,916 | $115.79 M | -23.85% | 0.31% |
| 05/09/2024 | EAGLE ASSET MANAGEMENT INC | 238,569 | $113.90 M | -2.11% | 0.30% |
| 05/07/2024 | SWISS NATIONAL BANK | 233,431 | $111.27 M | -5.28% | 0.30% |
| 05/07/2024 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 230,447 | $109.85 M | -5.33% | 0.29% |
A. During the previous two years, 1196 institutional investors and hedge funds held shares of Gartner, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 8.97 M
BlackRock Inc.: 6.18 M
BAMCO INC /NY/: 4.25 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 3.25 M
STATE STREET CORP: 3.19 M
FMR LLC: 2.91 M
A. 89.36% of Gartner, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 129.65 M shares in the last 24 months. This purchase volume represents approximately $58.22 B in transactions.
