Jim Simons
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Jim Simons’s Morgan Stanley MS Stock Holding History

Jim Simons’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$111M Buy
+674,111
New +$117M 0.17% 130
2024
Q4 		– Sell
-757,783
Closed -$79M – 3777
2024
Q3 		$79M Buy
757,783
+439,159
+138% +$44.2M 0.12% 203
2024
Q2 		$31M Sell
318,624
-78,359
-20% -$7.46M 0.05% 432
2024
Q1 		$37.4M Buy
+396,983
New +$35M 0.06% 404
2020
Q2 		– Sell
-56,500
Closed -$1.92M – 3653
2020
Q1 		$1.92M Buy
+56,500
New +$2.66M ﹤0.01% 2072
2019
Q4 		– Sell
-2,471,200
Closed -$105M – 3654
2019
Q3 		$105M Buy
2,471,200
+1,117,100
+82% +$47.7M 0.09% 263
2019
Q2 		$59.3M Buy
+1,354,100
New +$60.4M 0.05% 416
2018
Q4 		– Sell
-4,654,200
Closed -$217M – 3519
2018
Q3 		$217M Buy
4,654,200
+1,023,473
+28% +$50M 0.22% 87
2018
Q2 		$172M Buy
+3,630,727
New +$190M 0.19% 103
2017
Q4 		– Sell
-176,200
Closed -$8.49M – 3446
2017
Q3 		$8.49M Sell
176,200
-307,800
-64% -$14.3M 0.01% 1435
2017
Q2 		$21.6M Buy
+484,000
New +$20.9M 0.03% 807
2016
Q1 		– Sell
-161,267
Closed -$5.13M – 3466
2015
Q4 		$5.13M Buy
+161,267
New +$5.36M 0.01% 1462
2013
Q4 		– Sell
-612,400
Closed -$16.5M – 2960
2013
Q3 		$16.5M Buy
+612,400
New +$16.4M 0.04% 557

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jim Simons's MS Position: Q1 2026 in Review

Jim Simons opened a new position in Morgan Stanley (MS) in Q1 2026: 674,111 shares worth $111M. The stake represents 0.17% of the portfolio and ranks #130 among its holdings. This is a return to the name: Jim Simons previously reported a position in MS as recently as Q3 2024.

Jim Simons first reported a position in MS in Q3 2013 and has held it in 13 quarters since. The position peaked at $217M in Q3 2018. 2,497 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Jim Simons held 674,111 shares of Morgan Stanley worth $111M as of Q1 2026.
  • Morgan Stanley was a new Jim Simons position in Q1 2026.
  • Morgan Stanley made up 0.17% of Jim Simons's portfolio in Q1 2026, its #130 holding.
  • Jim Simons first reported a position in Morgan Stanley in Q3 2013 and has held it in 13 quarters since.
  • Jim Simons's Morgan Stanley position peaked at $217M in Q3 2018.
  • 2,497 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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