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Joel Greenblatt’s MCO Holdings & Trades

First Buy
Q1 2014
Duration Held
48 Quarters
Largest Add
Q3 2019
+29,361 Shares
Current Position
29,322 Shares
$14.98 M Value

Joel Greenblatt's MCO Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 29,322 shares of Moody's Corporation (MCO) worth $14.98 M, representing 0.05% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 48 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MCO, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2019, adding 29,361 shares. Largest reduction occurred in Q1 2020, reducing 42,226 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Moody's Corporation (MCO) Holding Value Over Time

Track share changes against reported price movement

Quarterly Moody's Corporation (MCO) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -6,175 Reduce 17.40% 29,322 $510.85
Q3 2025 +12,634 Add 55.26% 35,497 $476.48
Q2 2025 -12,851 Reduce 35.98% 22,863 $501.59
Q1 2025 +9,930 Add 38.51% 35,714 $465.69
Q4 2024 -658 Reduce 2.49% 25,784 $473.37
Q3 2024 +2,773 Add 11.72% 26,442 $474.59
Q2 2024 +14,972 Add 172.15% 23,669 $420.93
Q1 2024 +1,887 Add 27.71% 8,697 $393.03
Q4 2023 +3,064 Add 81.79% 6,810 $390.56
Q3 2023 -141 Reduce 3.63% 3,746 $316.17
Q2 2023 -210 Reduce 5.13% 3,887 $347.72
Q1 2023 +437 Add 11.94% 4,097 $306.02
Q4 2022 -11,688 Reduce 76.15% 3,660 $278.62
Q3 2022 +639 Add 4.34% 15,348 $243.09
Q2 2022 +1,853 Add 14.41% 14,709 $271.94
Q1 2022 -6,229 Reduce 32.64% 12,856 $337.43
Q4 2021 +3,887 Add 25.58% 19,085 $390.57
Q3 2021 +12,142 Add 397.32% 15,198 $355.11
Q2 2021 -1,081 Reduce 26.13% 3,056 $362.24
Q1 2021 -2,481 Reduce 37.49% 4,137 $298.53
Q4 2020 -3,223 Reduce 32.75% 6,618 $290.27
Q3 2020 +8,785 Add 831.91% 9,841 $289.81
Q2 2020 -12,964 Reduce 92.47% 1,056 $274.62
Q1 2020 -42,226 Reduce 75.07% 14,020 $211.48
Q4 2019 -2,503 Reduce 4.26% 56,246 $237.40
Q3 2019 +29,361 Add 99.91% 58,749 $204.84
Q2 2019 +16,955 Add 136.37% 29,388 $195.32
Q1 2019 -8,357 Reduce 40.20% 12,433 $181.05
Q4 2018 -30,708 Reduce 59.63% 20,790 $140.02
Q3 2018 +8,392 Add 19.47% 51,498 $167.19
Q2 2018 +10,670 Add 32.90% 43,106 $170.56
Q1 2018 +4,808 Add 17.40% 32,436 $161.30
Q4 2017 +456 Add 1.68% 27,628 $147.60
Q3 2017 +1,268 Add 4.89% 27,172 $139.22
Q2 2017 +3,937 Add 17.92% 25,904 $121.68
Q1 2017 +555 Add 2.59% 21,967 $112.03
Q4 2016 +12,288 Add 134.68% 21,412 $94.29
Q3 2016 +4,900 Add 116.00% 9,124 $108.29
Q2 2016 +1,992 Add 89.25% 4,224 $93.75
Q1 2016 +117 Add 5.53% 2,232 $96.77
Q4 2015 -21,967 Reduce 91.22% 2,115 $100.24
Q3 2015 +24,082 New Buy 24,082 $98.21
Q2 2015 -4,194 Sold Out 0 $0.00
Q1 2015 -41 Reduce 0.97% 4,194 $103.72
Q4 2014 +79 Add 1.90% 4,235 $95.87
Q3 2014 -1,720 Reduce 29.27% 4,156 $94.56
Q2 2014 +2,091 Add 55.24% 5,876 $87.64
Q1 2014 +3,785 New Buy 3,785 $79.26

Joel Greenblatt's Moody's Corporation Investment FAQs

Joel Greenblatt first purchased Moody's Corporation (MCO) in Q1 2014, acquiring 3,785 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 Moody's Corporation (MCO) for 48 quarters since Q1 2014.

Joel Greenblatt's largest addition to Moody's Corporation (MCO) was in Q3 2019, adding 58,749 shares worth $12.03 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 29,322 shares of Moody's Corporation (MCO), valued at approximately $14.98 M.

As of the Q4 2025 filing, Moody's Corporation (MCO) represents approximately 0.05% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Moody's Corporation (MCO) was 58,749 shares, as reported at the end of Q3 2019.