Jim Simons’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $75.9M | Buy |
448,870
+125,100
| +39% | +$23.2M | 0.12% | 200 |
|
|
2025
Q4 | $70.4M | Sell |
323,770
-137,000
| -30% | -$29.7M | 0.11% | 213 |
|
|
2025
Q3 | $107M | Buy |
460,770
+195,600
| +74% | +$52.1M | 0.14% | 150 |
|
|
2025
Q2 | $83.2M | Buy |
265,170
+29,900
| +13% | +$8.85M | 0.11% | 195 |
|
|
2025
Q1 | $70.6M | Buy |
235,270
+46,900
| +25% | +$14.8M | 0.11% | 229 |
|
|
2024
Q4 | $63.4M | Buy |
188,370
+4,900
| +3% | +$1.67M | 0.09% | 248 |
|
|
2024
Q3 | $58.5M | Buy |
183,470
+6,600
| +4% | +$2.05M | 0.09% | 272 |
|
|
2024
Q2 | $52.3M | Sell |
176,870
-9,630
| -5% | -$2.85M | 0.09% | 275 |
|
|
2024
Q1 | $57.5M | Sell |
186,500
-29,400
| -14% | -$8.47M | 0.09% | 276 |
|
|
2023
Q4 | $61.8M | Sell |
215,900
-48,900
| -18% | -$12.7M | 0.1% | 255 |
|
|
2023
Q3 | $62M | Sell |
264,800
-28,000
| -10% | -$6.32M | 0.11% | 205 |
|
|
2023
Q2 | $57.4M | Sell |
292,800
-18,800
| -6% | -$3.72M | 0.08% | 278 |
|
|
2023
Q1 | $63.3M | Sell |
311,600
-29,770
| -9% | -$6.55M | 0.08% | 286 |
|
|
2022
Q4 | $73.9M | Sell |
341,370
-27,700
| -8% | -$6.31M | 0.1% | 221 |
|
|
2022
Q3 | $78.4M | Sell |
369,070
-25,300
| -6% | -$6.02M | 0.11% | 219 |
|
|
2022
Q2 | $95.4M | Sell |
394,370
-21,200
| -5% | -$5.34M | 0.11% | 210 |
|
|
2022
Q1 | $114M | Buy |
415,570
+4,670
| +1% | +$1.32M | 0.13% | 157 |
|
|
2021
Q4 | $141M | Sell |
410,900
-39,270
| -9% | -$12.2M | 0.17% | 118 |
|
|
2021
Q3 | $117M | Sell |
450,170
-25,400
| -5% | -$6.67M | 0.15% | 139 |
|
|
2021
Q2 | $122M | Sell |
475,570
-30,400
| -6% | -$7.38M | 0.15% | 128 |
|
|
2021
Q1 | $114M | Sell |
505,970
-95,700
| -16% | -$22.4M | 0.14% | 139 |
|
|
2020
Q4 | $139M | Sell |
601,670
-122,700
| -17% | -$24.4M | 0.15% | 131 |
|
|
2020
Q3 | $116M | Sell |
724,370
-35,100
| -5% | -$5.55M | 0.12% | 169 |
|
|
2020
Q2 | $107M | Buy |
759,470
+41,900
| +6% | +$5.92M | 0.09% | 223 |
|
|
2020
Q1 | $83.4M | Buy |
717,570
+34,054
| +5% | +$4.93M | 0.08% | 251 |
|
|
2019
Q4 | $103M | Buy |
683,516
+17,646
| +3% | +$2.71M | 0.08% | 273 |
|
|
2019
Q3 | $97.3M | Buy |
665,870
+22,100
| +3% | +$3.4M | 0.08% | 285 |
|
|
2019
Q2 | $93.1M | Sell |
643,770
-52,500
| -8% | -$7.25M | 0.08% | 286 |
|
|
2019
Q1 | $87.7M | Buy |
696,270
+4,700
| +0.7% | +$565K | 0.08% | 291 |
|
|
2018
Q4 | $76M | Buy |
691,570
+47,800
| +7% | +$5.6M | 0.08% | 275 |
|
|
2018
Q3 | $81.1M | Buy |
643,770
+42,870
| +7% | +$5.78M | 0.08% | 279 |
|
|
2018
Q2 | $77.1M | Buy |
600,900
+55,000
| +10% | +$6.29M | 0.08% | 282 |
|
|
2018
Q1 | $52.1M | Sell |
545,900
-12,000
| -2% | -$1.15M | 0.06% | 434 |
|
|
2017
Q4 | $54.1M | Sell |
557,900
-10,900
| -2% | -$981K | 0.06% | 412 |
|
|
2017
Q3 | $48.3M | Sell |
568,800
-22,300
| -4% | -$1.82M | 0.06% | 432 |
|
|
2017
Q2 | $46.3M | Buy |
591,100
+4,900
| +0.8% | +$370K | 0.06% | 404 |
|
|
2017
Q1 | $46.1M | Sell |
586,200
-39,900
| -6% | -$3.1M | 0.06% | 376 |
|
|
2016
Q4 | $46.1M | Buy |
626,100
+8,000
| +1% | +$588K | 0.07% | 368 |
|
|
2016
Q3 | $49M | Buy |
618,100
+2,300
| +0.4% | +$189K | 0.09% | 278 |
|
|
2016
Q2 | $50.4M | Buy |
615,800
+29,500
| +5% | +$2.47M | 0.1% | 257 |
|
|
2016
Q1 | $51.8M | Buy |
586,300
+64,600
| +12% | +$5.15M | 0.1% | 233 |
|
|
2015
Q4 | $42M | Buy |
521,700
+99,500
| +24% | +$8.06M | 0.09% | 257 |
|
|
2015
Q3 | $33.9M | Buy |
422,200
+23,700
| +6% | +$1.93M | 0.08% | 297 |
|
|
2015
Q2 | $31.7M | Buy |
398,500
+9,900
| +3% | +$758K | 0.07% | 326 |
|
|
2015
Q1 | $29.1M | Sell |
388,600
-27,673
| -7% | -$1.96M | 0.06% | 408 |
|
|
2014
Q4 | $26.9M | Sell |
416,273
-16,727
| -4% | -$1.11M | 0.07% | 364 |
|
|
2014
Q3 | $29.4M | Buy |
433,000
+26,962
| +7% | +$1.85M | 0.08% | 302 |
|
|
2014
Q2 | $29.2M | Buy |
406,038
+60,238
| +17% | +$4.4M | 0.07% | 326 |
|
|
2014
Q1 | $27.3M | Buy |
345,800
+2,363
| +0.7% | +$188K | 0.07% | 365 |
|
|
2013
Q4 | $26.8M | Buy |
343,437
+184,837
| +117% | +$14.7M | 0.06% | 363 |
|
|
2013
Q3 | $12.6M | Buy |
158,600
+21,600
| +16% | +$1.67M | 0.03% | 686 |
|
|
2013
Q2 | $10.6M | Buy |
+137,000
| New | +$9.49M | 0.03% | 700 |
|
Other funds holding MORN
VPM
VCM
Jim Simons's MORN Position: Q1 2026 in Review
Jim Simons increased its Morningstar (MORN) stake by 39% in Q1 2026, buying an estimated $23.2M and bringing the position to 448,870 shares worth $75.9M. The position accounts for 0.12% of the portfolio, ranked #200.
Jim Simons first reported a position in MORN in Q2 2013 and has held it in 52 quarters since. The position peaked at $141M in Q4 2021. 444 funds tracked by Wall St. Rank hold MORN as of Q1 2026.
- Jim Simons held 448,870 shares of Morningstar worth $75.9M as of Q1 2026.
- Jim Simons bought 125,100 Morningstar shares in Q1 2026, an estimated $23.2M.
- Morningstar made up 0.12% of Jim Simons's portfolio in Q1 2026, its #200 holding.
- Jim Simons first reported a position in Morningstar in Q2 2013 and has held it in 52 quarters since.
- Jim Simons's Morningstar position peaked at $141M in Q4 2021.
- 444 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.
Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.