Joel Greenblatt's BK Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 31,700 shares of The Bank of New York Mellon Corporation (BK) worth $3.68 M, representing 0.01% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in BK, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 23,168 shares. Largest reduction occurred in Q1 2023, reducing 31,724 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's The Bank of New York Mellon Corporation (BK) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Bank of New York Mellon Corporation (BK) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -214 | Reduce 0.67% | 31,700 | $116.09 |
| Q3 2025 | +971 | Add 3.14% | 31,914 | $108.96 |
| Q2 2025 | +1,527 | Add 5.19% | 30,943 | $91.11 |
| Q1 2025 | +714 | Add 2.49% | 29,416 | $83.87 |
| Q4 2024 | +369 | Add 1.30% | 28,702 | $76.83 |
| Q3 2024 | +3,981 | Add 16.35% | 28,333 | $71.86 |
| Q2 2024 | +773 | Add 3.28% | 24,352 | $59.89 |
| Q1 2024 | +2,727 | Add 13.08% | 23,579 | $57.62 |
| Q4 2023 | -1,589 | Reduce 7.08% | 20,852 | $52.05 |
| Q3 2023 | -469 | Reduce 2.05% | 22,441 | $42.65 |
| Q2 2023 | -6,259 | Reduce 21.46% | 22,910 | $44.52 |
| Q1 2023 | -31,724 | Reduce 52.10% | 29,169 | $45.44 |
| Q4 2022 | +23,168 | Add 61.41% | 60,893 | $45.52 |
| Q3 2022 | +17,662 | Add 88.03% | 37,725 | $38.52 |
| Q2 2022 | +15,750 | Add 365.18% | 20,063 | $41.72 |
| Q1 2022 | +4,313 | New Buy | 4,313 | $49.62 |
| Q1 2020 | -23,272 | Sold Out | 0 | $0.00 |
| Q4 2019 | +15,234 | Add 189.52% | 23,272 | $50.32 |
| Q3 2019 | +8,038 | New Buy | 8,038 | $45.16 |
| Q2 2019 | -13,374 | Sold Out | 0 | $0.00 |
| Q1 2019 | +13,374 | New Buy | 13,374 | $50.40 |
| Q2 2018 | -22,447 | Sold Out | 0 | $0.00 |
| Q1 2018 | +4,211 | Add 23.09% | 22,447 | $51.54 |
| Q4 2017 | +11,979 | Add 191.45% | 18,236 | $53.85 |
| Q3 2017 | +253 | Add 4.21% | 6,257 | $53.06 |
| Q2 2017 | -1,119 | Reduce 15.71% | 6,004 | $50.97 |
| Q1 2017 | +804 | Add 12.72% | 7,123 | $47.17 |
| Q4 2016 | -91 | Reduce 1.42% | 6,319 | $47.32 |
| Q3 2016 | +6,410 | New Buy | 6,410 | $39.94 |
Joel Greenblatt's The Bank of New York Mellon Corporation Investment FAQs
Joel Greenblatt first purchased The Bank of New York Mellon Corporation (BK) in Q3 2016, acquiring 6,410 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held The Bank of New York Mellon Corporation (BK) for 29 quarters since Q3 2016.
Joel Greenblatt's largest addition to The Bank of New York Mellon Corporation (BK) was in Q4 2022, adding 60,893 shares worth $2.77 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 31,700 shares of The Bank of New York Mellon Corporation (BK), valued at approximately $3.68 M.
As of the Q4 2025 filing, The Bank of New York Mellon Corporation (BK) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in The Bank of New York Mellon Corporation (BK) was 60,893 shares, as reported at the end of Q4 2022.