Filing Research | IT - GARTNER INC Institutional Holdings

Snapshot holdings

50 / 121 loaded

#		Instrument	quantity
1	Douglas Lane & Associates, LLC	Shares	186.7KSH	$24.2M
2	Assenagon Asset Management S.A.	Shares	70.3KSH	$9.1M
3	ISTHMUS PARTNERS, LLC	Shares	67.1KSH	$8.7M
4	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	54.2KSH	$7.0M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.9KSH	$5.1M
6	Triad Investment Management	Shares	30.5KSH	$4.0M
7	Police & Firemen's Retirement System of New Jersey	Shares	29.3KSH	$3.8M
8	Crown Oak Advisors, LLC	Shares	23.4KSH	$3.0M
9	PensionDanmark Pensionsforsikringsaktieselskab	Shares	19.8KSH	$2.6M
10	Czech National Bank	Shares	19.1KSH	$2.5M
11	GHP Investment Advisors, Inc.	Shares	18.3KSH	$2.4M
12	Cardinal Capital Management	Shares	17.6KSH	$2.3M
13	Mirae Asset Global Investments Co., Ltd.	Shares	15.7KSH	$2.0M
14	Robeco Institutional Asset Management B.V.	Shares	14.9KSH	$1.9M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	14.8KSH	$1.9M
16	Merit Financial Group, LLC	Shares	12.6KSH	$1.6M
17	Fisher Funds Management LTD	Shares	11.0KSH	$1.4M
18	Sivia Capital Partners, LLC	Shares	10.4KSH	$1.4M
19	Oak Thistle LLC	Shares	10.4KSH	$1.3M
20	MATTERN CAPITAL MANAGEMENT, LLC	Shares	8.9KSH	$1.2M
21	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	8.1KSH	$1.0M
22	Y-Intercept (Hong Kong) Ltd	Shares	6.2KSH	$799.4K
23	Crossmark Global Holdings, Inc.	Shares	6.0KSH	$781.9K
24	MIZUHO SECURITIES USA LLC	Shares	4.3KSH	$674.4K
25	Linden Thomas Advisory Services, LLC	Shares	4.2KSH	$546.9K
26	180 WEALTH ADVISORS, LLC	Shares	3.9KSH	$509.5K
27	Sequoia Financial Advisors, LLC	Shares	3.9KSH	$507.7K
28	HARTFORD INVESTMENT MANAGEMENT CO	Shares	3.7KSH	$477.5K
29	Counterpoint Mutual Funds LLC	Shares	3.7KSH	$477.3K
30	Malaga Cove Capital, LLC	Shares	3.5KSH	$458.3K
31	Louisiana State Employees Retirement System	Shares	3.4KSH	$440.7K
32	Perpetual Ltd	Shares	3.2KSH	$409.1K
33	MISSION WEALTH MANAGEMENT, LP	Shares	3.0KSH	$392.5K
34	NorthCrest Asset Manangement, LLC	Shares	2.9KSH	$382.7K
35	JOHNSON INVESTMENT COUNSEL INC	Shares	2.9KSH	$378.1K
36	OFI INVEST ASSET MANAGEMENT	Shares	2.9KSH	$373.7K
37	WADDELL & ASSOCIATES, LLC	Shares	2.8KSH	$362.3K
38	Global X Japan Co., Ltd.	Shares	2.7KSH	$348.0K
39	SBI Okasan Asset Management Co.Ltd.	Shares	2.6KSH	$345.3K
40	Apollon Wealth Management, LLC	Shares	2.6KSH	$335.5K
41	EverSource Wealth Advisors, LLC	Shares	2.1KSH	$278.0K
42	IFP Advisors, Inc	Shares	2.1KSH	$276.9K
43	NORTHEAST INVESTMENT MANAGEMENT	Shares	2.0KSH	$259.2K
44	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.0KSH	$256.0K
45	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	1.9KSH	$252.1K
46	SECURIAN ASSET MANAGEMENT, INC	Shares	1.8KSH	$246.7K
47	Arlington Partners LLC	Shares	1.9KSH	$239.8K
48	GAMMA Investing LLC	Shares	1.8KSH	$234.2K
49	HM PAYSON & CO	Shares	1.8KSH	$232.5K
50	Farther Finance Advisors, LLC	Shares	1.8KSH	$229.6K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 151 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+30.4K	+$2.8M	$9.1M
2	Police & Firemen's Retirement System of New Jersey added	Shares	+18.8K	+$2.1M	$3.8M
3	Cardinal Capital Management added	Shares	+16.4K	+$2.1M	$2.3M
4	Oak Thistle LLC added	Shares	+7.3K	+$851.4K	$1.3M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+6.2K	+$799.4K	$799.4K
6	Robeco Institutional Asset Management B.V. added	Shares	+7.6K	+$770.6K	$1.9M
7	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+13.8K	+$624.8K	$7.0M
8	Perpetual Ltd new	Shares	+3.2K	+$409.1K	$409.1K
9	MISSION WEALTH MANAGEMENT, LP new	Shares	+3.0K	+$392.5K	$392.5K
10	NORTHEAST INVESTMENT MANAGEMENT new	Shares	+2.0K	+$259.2K	$259.2K
11	Merit Financial Group, LLC added	Shares	+3.9K	+$249.1K	$1.6M
12	Triad Investment Management added	Shares	+6.9K	+$220.1K	$4.0M
13	Malaga Cove Capital, LLC added	Shares	+1.8K	+$183.5K	$458.3K
14	Apollon Wealth Management, LLC added	Shares	+945	+$75.3K	$335.5K
15	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+770	+$65.2K	$256.0K
16	SJS Investment Consulting Inc. added	Shares	+155	+$16.3K	$37.3K
17	SBI Securities Co., Ltd. added	Shares	+134	+$15.0K	$28.0K
18	Bogart Wealth, LLC added	Shares	+84	+$10.5K	$12.8K
19	Activest Wealth Management added	Shares	+76	+$8.1K	$17.8K
20	Fortitude Family Office, LLC added	Shares	+42	+$5.3K	$6.2K
21	Decker Retirement Planning Inc. new	Shares	+14	+$1.8K	$1.8K
22	WOLFF WIESE MAGANA LLC new	Shares	+10	+$1.3K	$1.3K
23	Arlington Partners LLC added	Shares	+341	+$862	$239.8K
24	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+19	+$635	$15.6K
25	Princeton Global Asset Management LLC new	Shares	+4	+$518	$518
26	Creative Capital Management Investments LLC new	Shares	+2	+$259	$259
27	Davis Capital Management new	Shares	+2	+$259	$259
28	HIGHLINE WEALTH PARTNERS LLC added	Shares	+12	+$177	$7.8K
29	PARK AVENUE SECURITIES LLC added	Shares	+961	+$62	$404
30	MIZUHO SECURITIES USA LLC unchanged	Shares	0	$0	$674.4K
31	Capital Advisors, Ltd. LLC exited	Shares	-12	-$2	$0
32	WestEnd Advisors, LLC unchanged	Shares	0	-$28	$130
33	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$29	$130
34	CX Institutional trimmed	Shares	-434	-$72	$17
35	Golden State Wealth Management, LLC unchanged	Shares	0	-$86	$389
36	Nvest Wealth Strategies, Inc. unchanged	Shares	0	-$87	$389
37	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	-$143	$649
38	Quaker Wealth Management, LLC unchanged	Shares	0	-$143	$649
39	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$144	$647
40	Retirement Wealth Solutions LLC exited	Shares	-1	-$159	$0
41	EASTERN BANK unchanged	Shares	0	-$201	$907
42	COUNTRY TRUST BANK unchanged	Shares	0	-$230	$1.0K
43	Sachetta, LLC added	Shares	+5	-$242	$4.7K
44	TFC Financial Management, Inc. trimmed	Shares	-1	-$245	$389
45	AdvisorNet Financial, Inc added	Shares	+40	-$272	$29.8K
46	FIRST HORIZON CORP exited	Shares	-2	-$317	$0
47	Oakworth Capital, Inc. unchanged	Shares	0	-$319	$1.7K
48	CoreCap Advisors, LLC added	Shares	+9	-$327	$7.9K
49	High Note Wealth, LLC unchanged	Shares	0	-$402	$1.8K
50	Portus Wealth Advisors, LLC exited	Shares	-3	-$475	$0

Scroll to load more