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Joel Greenblatt’s BLK Holdings & Trades

First Buy
Q1 2015
Duration Held
45 Quarters
Largest Add
Q4 2018
+20,193 Shares
Current Position
20,285 Shares
$19.51 M Value

Joel Greenblatt's BLK Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 20,285 shares of BlackRock, Inc. (BLK) worth $19.51 M, representing 0.06% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 45 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in BLK, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 20,193 shares. Largest reduction occurred in Q1 2020, reducing 28,370 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's BlackRock (BLK) Holding Value Over Time

Track share changes against reported price movement

Quarterly BlackRock (BLK) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +90 Add 0.45% 20,285 $961.71
Q4 2025 +104 Add 0.52% 20,195 $1070.34
Q3 2025 +10,201 Add 103.14% 20,091 $1165.87
Q2 2025 +356 Add 3.73% 9,890 $1049.25
Q1 2025 +1,161 Add 13.87% 9,534 $946.48
Q4 2024 -92 Reduce 1.09% 8,373 $1025.11
Q3 2024 +1,309 Add 18.29% 8,465 $949.51
Q2 2024 -183 Reduce 2.49% 7,156 $787.32
Q1 2024 +113 Add 1.56% 7,339 $833.70
Q4 2023 -689 Reduce 8.70% 7,226 $811.80
Q3 2023 -399 Reduce 4.80% 7,915 $646.49
Q2 2023 +765 Add 10.13% 8,314 $691.14
Q1 2023 -3,538 Reduce 31.91% 7,549 $669.12
Q4 2022 -7,715 Reduce 41.03% 11,087 $708.63
Q3 2022 +1,939 Add 11.50% 18,802 $550.26
Q2 2022 +848 Add 5.30% 16,863 $609.03
Q1 2022 +2,527 Add 18.74% 16,015 $764.16
Q4 2021 +1,774 Add 15.14% 13,488 $915.55
Q3 2021 +1,768 Add 17.78% 11,714 $838.65
Q2 2021 -522 Reduce 4.99% 9,946 $874.92
Q1 2021 -7,109 Reduce 40.44% 10,468 $753.92
Q4 2020 -5,654 Reduce 24.34% 17,577 $721.57
Q3 2020 +6,927 Add 42.49% 23,231 $563.56
Q2 2020 -1,975 Reduce 10.80% 16,304 $544.10
Q1 2020 -28,370 Reduce 60.82% 18,279 $439.96
Q4 2019 +827 Add 1.80% 46,649 $502.69
Q3 2019 +6,942 Add 17.85% 45,822 $445.64
Q2 2019 -10,957 Reduce 21.99% 38,880 $469.29
Q1 2019 +2,770 Add 5.89% 49,837 $427.37
Q4 2018 +20,193 Add 75.14% 47,067 $392.82
Q3 2018 -8,094 Reduce 23.15% 26,874 $471.35
Q2 2018 +6,860 Add 24.41% 34,968 $499.03
Q1 2018 +10,013 Add 55.34% 28,108 $541.73
Q4 2017 +3,507 Add 24.04% 18,095 $513.73
Q3 2017 +12,745 Add 691.54% 14,588 $447.08
Q2 2017 +1,843 New Buy 1,843 $422.68
Q1 2017 -2,163 Sold Out 0 $0.00
Q4 2016 -6,713 Reduce 75.63% 2,163 $380.49
Q3 2016 +2,917 Add 48.95% 8,876 $362.44
Q2 2016 +1,047 Add 21.32% 5,959 $342.51
Q1 2016 -17,812 Reduce 78.38% 4,912 $340.59
Q4 2015 -9,558 Reduce 29.61% 22,724 $340.52
Q3 2015 +16,080 Add 99.25% 32,282 $297.47
Q2 2015 +4,829 Add 42.46% 16,202 $346.01
Q1 2015 +11,373 New Buy 11,373 $365.87

Joel Greenblatt's BlackRock Investment FAQs

Joel Greenblatt first purchased BlackRock, Inc. (BLK) in Q1 2015, acquiring 11,373 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 BlackRock, Inc. (BLK) for 45 quarters since Q1 2015.

Joel Greenblatt's largest addition to BlackRock, Inc. (BLK) was in Q4 2018, adding 47,067 shares worth $18.49 M.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 20,285 shares of BlackRock, Inc. (BLK), valued at approximately $19.51 M.

As of the Q1 2026 filing, BlackRock, Inc. (BLK) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in BlackRock, Inc. (BLK) was 49,837 shares, as reported at the end of Q1 2019.