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Jim Simons's Morningstar, Inc. (MORN) position

Yes: as of Q1 2026, Jim Simons holds 449K shares of MORN worth $76M (0.1% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
$76M
Shares held
449K
% of portfolio
0.1%
Est. average buy price (i)
$241.23
est. since Q1 2021
Quarter-end price
$169.05

Estimated trade prices

Average price in quarters with purchases
$251.51
Average prices in quarters with sales
  • Q4 2025: $216.54 (137K shares sold)
  • Q2 2024: $295.99 (10K shares sold)
  • Q1 2024: $288.05 (29K shares sold)
  • Q4 2023: $260.56 (49K shares sold)
  • Q3 2023: $225.76 (28K shares sold)
  • Q2 2023: $198.02 (19K shares sold)
  • Q1 2023: $219.87 (30K shares sold)
  • Q4 2022: $227.96 (28K shares sold)
  • Q3 2022: $237.81 (25K shares sold)
  • Q2 2022: $252.01 (21K shares sold)
  • Q4 2021: $309.54 (39K shares sold)
  • Q3 2021: $262.72 (25K shares sold)
  • Q2 2021: $242.63 (30K shares sold)

MORN price vs Simons's position

1Y 3Y 5Y MAX
Dates
$100$200$40020222023202420252026Sold 25K shares (5.3%) · Q3 2021. Average closing price $262.72 · Price range $244.27–$281.4625KsharessoldSold 39K shares (8.7%) · Q4 2021. Average closing price $309.54 · Price range $255.01–$346.6139KsharessoldAdded 5K shares (1.1%) · Q1 2022. Average closing price $282.62 · Price range $255.56–$336.035KsharespurchasedSold 21K shares (5.1%) · Q2 2022. Average closing price $252.01 · Price range $223.60–$291.1221KsharessoldSold 25K shares (6.4%) · Q3 2022. Average closing price $237.81 · Price range $209.97–$260.0025KsharessoldSold 28K shares (7.5%) · Q4 2022. Average closing price $227.96 · Price range $209.09–$249.9828KsharessoldSold 30K shares (8.7%) · Q1 2023. Average closing price $219.87 · Price range $181.22–$256.6430KsharessoldSold 19K shares (6.0%) · Q2 2023. Average closing price $198.02 · Price range $172.03–$209.1119KsharessoldSold 28K shares (9.6%) · Q3 2023. Average closing price $225.76 · Price range $194.00–$255.4328KsharessoldSold 49K shares (18.5%) · Q4 2023. Average closing price $260.56 · Price range $220.07–$288.8849KsharessoldSold 29K shares (13.6%) · Q1 2024. Average closing price $288.05 · Price range $272.04–$310.7429KsharessoldSold 10K shares (5.2%) · Q2 2024. Average closing price $295.99 · Price range $282.65–$315.0610KsharessoldAdded 7K shares (3.7%) · Q3 2024. Average closing price $310.75 · Price range $295.85–$326.317KsharespurchasedAdded 5K shares (2.7%) · Q4 2024. Average closing price $341.38 · Price range $312.85–$358.785KsharespurchasedAdded 47K shares (24.9%) · Q1 2025. Average closing price $314.89 · Price range $282.49–$334.7347KsharespurchasedAdded 30K shares (12.7%) · Q2 2025. Average closing price $296.03 · Price range $255.31–$313.9330KsharespurchasedAdded 196K shares (73.8%) · Q3 2025. Average closing price $266.56 · Price range $231.72–$311.89196KsharespurchasedSold 137K shares (29.7%) · Q4 2025. Average closing price $216.54 · Price range $207.40–$227.29137KsharessoldAdded 125K shares (38.6%) · Q1 2026. Average closing price $185.78 · Price range $154.01–$220.00125Ksharespurchased← Earlier —1 sell
Average closing price · filing quarter
$185.78
Price range · filing quarter
$154.01 – $220.00
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +125K +$23M +38.6% 449K May 14, 2026
Q4 2025 Reduced −137K −$30M −29.7% 324K Feb 12, 2026
Q3 2025 Added +196K +$52M +73.8% 461K Nov 13, 2025
Q2 2025 Added +30K +$8.9M +12.7% 265K Aug 13, 2025
Q1 2025 Added +47K +$15M +24.9% 235K May 14, 2025
Q4 2024 Added +5K +$1.7M +2.7% 188K Feb 13, 2025
Q3 2024 Added +7K +$2.1M +3.7% 183K Nov 13, 2024
Q2 2024 Reduced −10K −$2.9M −5.2% 177K Aug 9, 2024
Q1 2024 Reduced −29K −$8.5M −13.6% 186K May 13, 2024
Q4 2023 Reduced −49K −$13M −18.5% 216K Feb 13, 2024
Q3 2023 Reduced −28K −$6.3M −9.6% 265K Nov 14, 2023
Q2 2023 Reduced −19K −$3.7M −6.0% 293K Aug 11, 2023
Q1 2023 Reduced −30K −$6.5M −8.7% 312K May 12, 2023
Q4 2022 Reduced −28K −$6.3M −7.5% 341K Feb 13, 2023
Q3 2022 Reduced −25K −$6.0M −6.4% 369K Nov 14, 2022
Q2 2022 Reduced −21K −$5.3M −5.1% 394K Aug 12, 2022
Q1 2022 Added +5K +$1.3M +1.1% 416K May 13, 2022
Q4 2021 Reduced −39K −$12M −8.7% 411K Feb 11, 2022
Q3 2021 Reduced −25K −$6.7M −5.3% 450K Nov 12, 2021
Q2 2021 Reduced −30K −$7.4M −6.0% 476K Aug 13, 2021
Q1 2021 First covered – – – 506K May 13, 2021
Data through Q1 2026 · filed May 14, 2026
21 grouped rows from 21 quarters

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Common questions

Does Jim Simons own MORN?

Yes. As of Q1 2026, Jim Simons disclosed 449K shares of MORN, worth $76M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy MORN?

Jim Simons held MORN since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell MORN?

The quarter-by-quarter table above shows each sale and reduction Jim Simons disclosed in MORN. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of MORN does Jim Simons own?

Jim Simons disclosed 449K shares of MORN as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for MORN?

Jim Simons began building the MORN position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.