Joel Greenblatt's MCO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 35.5K shares of Moody's Corporation (MCO) worth $16.91 M, representing 0.07% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 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 29.4K shares. Largest reduction occurred in Q1 2020, reducing 42.2K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +3,785 | New Buy | 3,785 | $79.26 |
| Q2 2014 | +2,091 | Add 55.24% | 5,876 | $87.64 |
| Q3 2014 | -1,720 | Reduce 29.27% | 4,156 | $94.56 |
| Q4 2014 | +79 | Add 1.90% | 4,235 | $95.87 |
| Q1 2015 | -41 | Reduce 0.97% | 4,194 | $103.72 |
| Q2 2015 | -4,194 | Sold Out | 4,194 | $0.00 |
| Q3 2015 | +24,082 | New Buy | 24,082 | $98.21 |
| Q4 2015 | -21,967 | Reduce 91.22% | 2,115 | $100.24 |
| Q1 2016 | +117 | Add 5.53% | 2,232 | $96.77 |
| Q2 2016 | +1,992 | Add 89.25% | 4,224 | $93.75 |
| Q3 2016 | +4,900 | Add 116.00% | 9,124 | $108.29 |
| Q4 2016 | +12,288 | Add 134.68% | 21,412 | $94.29 |
| Q1 2017 | +555 | Add 2.59% | 21,967 | $112.03 |
| Q2 2017 | +3,937 | Add 17.92% | 25,904 | $121.68 |
| Q3 2017 | +1,268 | Add 4.89% | 27,172 | $139.22 |
| Q4 2017 | +456 | Add 1.68% | 27,628 | $147.60 |
| Q1 2018 | +4,808 | Add 17.40% | 32,436 | $161.30 |
| Q2 2018 | +10,670 | Add 32.90% | 43,106 | $170.56 |
| Q3 2018 | +8,392 | Add 19.47% | 51,498 | $167.19 |
| Q4 2018 | -30,708 | Reduce 59.63% | 20,790 | $140.02 |
| Q1 2019 | -8,357 | Reduce 40.20% | 12,433 | $181.05 |
| Q2 2019 | +16,955 | Add 136.37% | 29,388 | $195.32 |
| Q3 2019 | +29,361 | Add 99.91% | 58,749 | $204.84 |
| Q4 2019 | -2,503 | Reduce 4.26% | 56,246 | $237.40 |
| Q1 2020 | -42,226 | Reduce 75.07% | 14,020 | $211.48 |
| Q2 2020 | -12,964 | Reduce 92.47% | 1,056 | $274.62 |
| Q3 2020 | +8,785 | Add 831.91% | 9,841 | $289.81 |
| Q4 2020 | -3,223 | Reduce 32.75% | 6,618 | $290.27 |
| Q1 2021 | -2,481 | Reduce 37.49% | 4,137 | $298.53 |
| Q2 2021 | -1,081 | Reduce 26.13% | 3,056 | $362.24 |
| Q3 2021 | +12,142 | Add 397.32% | 15,198 | $355.11 |
| Q4 2021 | +3,887 | Add 25.58% | 19,085 | $390.57 |
| Q1 2022 | -6,229 | Reduce 32.64% | 12,856 | $337.43 |
| Q2 2022 | +1,853 | Add 14.41% | 14,709 | $271.94 |
| Q3 2022 | +639 | Add 4.34% | 15,348 | $243.09 |
| Q4 2022 | -11,688 | Reduce 76.15% | 3,660 | $278.62 |
| Q1 2023 | +437 | Add 11.94% | 4,097 | $306.02 |
| Q2 2023 | -210 | Reduce 5.13% | 3,887 | $347.72 |
| Q3 2023 | -141 | Reduce 3.63% | 3,746 | $316.17 |
| Q4 2023 | +3,064 | Add 81.79% | 6,810 | $390.56 |
| Q1 2024 | +1,887 | Add 27.71% | 8,697 | $393.03 |
| Q2 2024 | +14,972 | Add 172.15% | 23,669 | $420.93 |
| Q3 2024 | +2,773 | Add 11.72% | 26,442 | $474.59 |
| Q4 2024 | -658 | Reduce 2.49% | 25,784 | $473.37 |
| Q1 2025 | +9,930 | Add 38.51% | 35,714 | $465.69 |
| Q2 2025 | -12,851 | Reduce 35.98% | 22,863 | $501.59 |
| Q3 2025 | +12,634 | Add 55.26% | 35,497 | $476.48 |
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 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Moody's Corporation (MCO) was in Q3 2019, adding 58,749 shares worth $12.03 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 35,497 shares of Moody's Corporation (MCO), valued at approximately $16.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Moody's Corporation (MCO) represents approximately 0.07% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Moody's Corporation (MCO) was 58,749 shares, as reported at the end of Q3 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.