Jim Simons
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Jim Simons’s Interactive Brokers IBKR Stock Holding History

Jim Simons’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31M Sell
461,700
-154,695
-25% -$11M 0.05% 484
2025
Q4 		$39.6M Sell
616,395
-347,245
-36% -$23.2M 0.06% 354
2025
Q3 		$66.3M Sell
963,640
-1,015,300
-51% -$63.9M 0.09% 257
2025
Q2 		$110M Sell
1,978,940
-858,300
-30% -$40.7M 0.15% 144
2025
Q1 		$117M Buy
2,837,240
+417,600
+17% +$20.7M 0.18% 111
2024
Q4 		$107M Buy
2,419,640
+903,640
+60% +$38M 0.16% 142
2024
Q3 		$52.8M Buy
1,516,000
+869,600
+135% +$26.9M 0.08% 305
2024
Q2 		$19.8M Sell
646,400
-947,600
-59% -$28.3M 0.03% 592
2024
Q1 		$44.5M Buy
1,594,000
+991,200
+164% +$24.7M 0.07% 335
2023
Q4 		$12.5M Sell
602,800
-65,600
-10% -$1.34M 0.02% 841
2023
Q3 		$14.5M Sell
668,400
-326,400
-33% -$7.26M 0.02% 720
2023
Q2 		$20.7M Buy
994,800
+145,200
+17% +$2.86M 0.03% 659
2023
Q1 		$17.5M Sell
849,600
-190,000
-18% -$3.87M 0.02% 791
2022
Q4 		$18.8M Sell
1,039,600
-139,600
-12% -$2.61M 0.03% 735
2022
Q3 		$18.8M Buy
1,179,200
+89,200
+8% +$1.37M 0.03% 705
2022
Q2 		$15M Sell
1,090,000
-19,200
-2% -$285K 0.02% 882
2022
Q1 		$18.3M Sell
1,109,200
-805,200
-42% -$13.9M 0.02% 799
2021
Q4 		$38M Sell
1,914,400
-198,800
-9% -$3.7M 0.05% 416
2021
Q3 		$32.9M Sell
2,113,200
-2,229,432
-51% -$35.1M 0.04% 454
2021
Q2 		$71.4M Buy
4,342,632
+1,797,832
+71% +$31.1M 0.09% 231
2021
Q1 		$46.5M Buy
2,544,800
+355,200
+16% +$6.4M 0.06% 374
2020
Q4 		$33.3M Buy
2,189,600
+473,600
+28% +$6.27M 0.04% 512
2020
Q3 		$20.7M Buy
1,716,000
+765,200
+80% +$9.54M 0.02% 718
2020
Q2 		$9.93M Buy
+950,800
New +$9.94M 0.01% 1229
2018
Q3 		– Sell
-1,279,200
Closed -$20.6M – 3426
2018
Q2 		$20.6M Sell
1,279,200
-392,400
-23% -$7.1M 0.02% 899
2018
Q1 		$28.1M Buy
1,671,600
+382,400
+30% +$6.33M 0.03% 744
2017
Q4 		$19.1M Buy
1,289,200
+423,912
+49% +$5.78M 0.02% 969
2017
Q3 		$9.74M Buy
865,288
+188,888
+28% +$1.93M 0.01% 1345
2017
Q2 		$6.33M Sell
676,400
-123,200
-15% -$1.09M 0.01% 1558
2017
Q1 		$6.94M Buy
+799,600
New +$7.45M 0.01% 1487
2016
Q4 		– Sell
-454,400
Closed -$4.01M – 3339
2016
Q3 		$4.01M Buy
454,400
+142,800
+46% +$1.26M 0.01% 1743
2016
Q2 		$2.76M Buy
+311,600
New +$2.97M 0.01% 2006
2016
Q1 		– Sell
-299,600
Closed -$3.27M – 3435
2015
Q4 		$3.27M Sell
299,600
-868,184
-74% -$9.06M 0.01% 1771
2015
Q3 		$11.5M Buy
+1,167,784
New +$12M 0.03% 855
2015
Q2 		– Sell
-144,400
Closed -$1.23M – 3284
2015
Q1 		$1.23M Sell
144,400
-1,015,200
-88% -$8.06M ﹤0.01% 2198
2014
Q4 		$8.45M Buy
1,159,600
+60,800
+6% +$407K 0.02% 973
2014
Q3 		$6.85M Sell
1,098,800
-644,800
-37% -$3.84M 0.02% 1000
2014
Q2 		$10.2M Sell
1,743,600
-344,524
-16% -$1.98M 0.02% 832
2014
Q1 		$11.3M Sell
2,088,124
-451,076
-18% -$2.5M 0.03% 792
2013
Q4 		$15.5M Buy
2,539,200
+763,600
+43% +$4.27M 0.04% 587
2013
Q3 		$8.33M Buy
1,775,600
+134,800
+8% +$579K 0.02% 895
2013
Q2 		$6.55M Buy
+1,640,800
New +$6.33M 0.02% 947

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jim Simons's IBKR Position: Q1 2026 in Review

Jim Simons reduced its Interactive Brokers (IBKR) stake by 25% in Q1 2026, selling an estimated $11M and leaving 461,700 shares worth $31M. The position accounts for 0.05% of the portfolio, ranked #484.

Jim Simons first reported a position in IBKR in Q2 2013 and has held it in 42 quarters since. The position peaked at $117M in Q1 2025. 996 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Jim Simons held 461,700 shares of Interactive Brokers worth $31M as of Q1 2026.
  • Jim Simons sold 154,695 Interactive Brokers shares in Q1 2026, an estimated $11M.
  • Interactive Brokers made up 0.05% of Jim Simons's portfolio in Q1 2026, its #484 holding.
  • Jim Simons first reported a position in Interactive Brokers in Q2 2013 and has held it in 42 quarters since.
  • Jim Simons's Interactive Brokers position peaked at $117M in Q1 2025.
  • 996 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.