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Joel Greenblatt’s Thomson Reuters TRI Stock Holding History

Joel Greenblatt’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.71M Buy
82,118
+66,846
+438% +$5.84M 0.02% 889
2026
Q1 		$1.4M Sell
15,272
-10,714
-41% -$1.13M ﹤0.01% 1213
2025
Q4 		$3.48M Buy
25,986
+4,999
+24% +$724K 0.01% 896
2025
Q3 		$3.31M Buy
20,987
+13,877
+195% +$2.59M 0.01% 880
2025
Q2 		$1.45M Buy
+7,110
New +$1.35M 0.01% 1032
2023
Q4 		– Sell
-1,698
Closed -$211K – 1430
2023
Q3 		$211K Buy
+1,698
New +$224K ﹤0.01% 1225
2023
Q2 		– Sell
-13,202
Closed -$1.81M – 1424
2023
Q1 		$1.81M Buy
13,202
+2,525
+24% +$322K 0.04% 551
2022
Q4 		$1.28M Buy
10,677
+810
+8% +$93.3K 0.04% 591
2022
Q3 		$1.07M Buy
9,867
+5,893
+148% +$683K 0.03% 627
2022
Q2 		$436K Buy
+3,974
New +$421K 0.01% 828
2022
Q1 		– Sell
-3,858
Closed -$486K – 1241
2021
Q4 		$486K Sell
3,858
-4,754
-55% -$592K 0.02% 777
2021
Q3 		$1M Sell
8,612
-13,910
-62% -$1.62M 0.04% 481
2021
Q2 		$2.36M Sell
22,522
-5,075
-18% -$509K 0.1% 272
2021
Q1 		$2.55M Buy
27,597
+12,311
+81% +$1.1M 0.11% 252
2020
Q4 		$1.32M Buy
+15,286
New +$1.31M 0.04% 467
2020
Q2 		– Sell
-29,577
Closed -$2.12M – 1196
2020
Q1 		$2.12M Sell
29,577
-32,822
-53% -$2.56M 0.06% 399
2019
Q4 		$4.71M Sell
62,399
-36,132
-37% -$2.63M 0.09% 278
2019
Q3 		$6.94M Sell
98,531
-75,718
-43% -$5.38M 0.12% 215
2019
Q2 		$11.8M Buy
174,249
+61,500
+55% +$4.07M 0.19% 157
2019
Q1 		$7.03M Buy
112,749
+89,520
+385% +$5M 0.1% 273
2018
Q4 		$1.18M Buy
+23,229
New +$1.24M 0.02% 599

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Joel Greenblatt's TRI Position: Q2 2026 in Review

Joel Greenblatt increased its Thomson Reuters (TRI) stake by 438% in Q2 2026, buying an estimated $5.84M and bringing the position to 82,118 shares worth $6.71M. The position accounts for 0.02% of the portfolio, ranked #889.

Joel Greenblatt first reported a position in TRI in Q4 2018 and has held it in 21 quarters since. The position peaked at $11.8M in Q2 2019. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Joel Greenblatt held 82,118 shares of Thomson Reuters worth $6.71M as of Q2 2026.
  • Joel Greenblatt bought 66,846 Thomson Reuters shares in Q2 2026, an estimated $5.84M.
  • Thomson Reuters made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #889 holding.
  • Joel Greenblatt first reported a position in Thomson Reuters in Q4 2018 and has held it in 21 quarters since.
  • Joel Greenblatt's Thomson Reuters position peaked at $11.8M in Q2 2019.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.