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Livermore
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Simon Property Group Inc.

SPG
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001063761

No open-market purchases or sales by Simon Property Group Inc. insiders were filed in the last 90 days; 1,363 institutions reported holding it in 13F filings for Q2 2026, worth $67.7B in total; no superinvestor holds it.

Other share classesSPG.PJ

13F holders, Q2 2025

Institutional positions in Simon Property Group Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,213
+28 vs. Q1 2025
Shares held
291.2M
−2.92M (−1.0%) vs. Q1 2025
Total value
$46.8B
−$2.01B (−4.1%) vs. Q1 2025
New holders
124
508 more added
Sold out
96
398 more reduced

17 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SPG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 1,213 institutions
Q1 2021: 847 institutionsQ2 2021: 906 institutionsQ3 2021: 918 institutionsQ4 2021: 1,049 institutionsQ1 2022: 1,012 institutionsQ2 2022: 940 institutionsQ3 2022: 921 institutionsQ4 2022: 996 institutionsQ1 2023: 987 institutionsQ2 2023: 988 institutionsQ3 2023: 985 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,084 institutionsQ2 2024: 1,105 institutionsQ3 2024: 1,136 institutionsQ4 2024: 1,195 institutionsQ1 2025: 1,202 institutionsQ2 2025: 1,213 institutionsQ3 2025: 1,221 institutionsQ4 2025: 1,289 institutionsQ1 2026: 1,312 institutionsQ2 2026: 1,363 institutions
Value heldQ2 2025: $46.8B
Q1 2021: $32.7BQ2 2021: $37.4BQ3 2021: $37.3BQ4 2021: $46.1BQ1 2022: $37.6BQ2 2022: $26.5BQ3 2022: $25.1BQ4 2022: $33.1BQ1 2023: $31.9BQ2 2023: $32.9BQ3 2023: $31.0BQ4 2023: $41.4BQ1 2024: $45.3BQ2 2024: $43.7BQ3 2024: $48.8BQ4 2024: $50.4BQ1 2025: $48.9BQ2 2025: $46.8BQ3 2025: $54.5BQ4 2025: $54.3BQ1 2026: $54.6BQ2 2026: $67.7B
Institutions holding SPG and their total value by quarter
QuarterHoldersValue
Q2 20261,363$67.7B
Q1 20261,312$54.6B
Q4 20251,289$54.3B
Q3 20251,221$54.5B
Q2 20251,213$46.8B
Q1 20251,202$48.9B
Q4 20241,195$50.4B
Q3 20241,136$48.8B
Q2 20241,105$43.7B
Q1 20241,084$45.3B
Q4 20231,056$41.4B
Q3 2023985$31.0B
Q2 2023988$32.9B
Q1 2023987$31.9B
Q4 2022996$33.1B
Q3 2022921$25.1B
Q2 2022940$26.5B
Q1 20221,012$37.6B
Q4 20211,049$46.1B
Q3 2021918$37.3B
Q2 2021906$37.4B
Q1 2021847$32.7B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q1 2025.

Institutions holding SPG in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Silvercrest Asset Management Group LLC1,590$255.6K0.00%00.0%Unchanged
Stock Yards Bank & Trust Co1,583$254.5K0.01%+3+0.2%Added
Patton Fund Management, Inc.1,580$254.0K0.06%−23,626−93.7%Reduced
BSW Wealth Partners1,575$253.3K0.03%+147+10.3%Added
Vontobel Holding Ltd.1,569$252.2K0.00%+1,569New
Carnegie Capital Asset Management, LLC1,569$252.2K0.01%00.0%Unchanged
North Star Investment Management Corp.1,560$250.8K0.02%00.0%Unchanged
Accuvest Global Advisors1,556$250.0K0.16%−1,442−48.1%Reduced
Strategic Financial Concepts, LLC1,548$248.8K0.04%−518−25.1%Reduced
Avidian Wealth Solutions, LLC1,545$248.3K0.01%+9+0.6%Added
Heartland Bank & Trust Co1,544$248.2K0.12%+1,544New
Triad Wealth Partners, LLC1,538$247.2K0.05%+219+16.6%Added
Murphy Pohlad Asset Management LLC1,536$246.9K0.10%−2,000−56.6%Reduced
Ronald Blue Trust, Inc.1,533$246.5K0.00%−110−6.7%Reduced
First National Bank1,528$245.6K0.14%−3−0.2%Reduced
Godshalk Welsh Capital Management, Inc.1,525$245.2K0.15%−50−3.2%Reduced
Jacobi Capital Management LLC1,523$244.9K0.02%00.0%Unchanged
Catalyst Financial Partners LLC1,516$243.7K0.03%+62+4.3%Added
Fiduciary Trust Co1,509$242.6K0.00%−13−0.9%Reduced
Fukoku Mutual Life Insurance Co1,500$241.1K0.02%−389−20.6%Reduced
Lavaca Capital LLC1,500$241.1K0.10%00.0%Unchanged
First Horizon Advisors, Inc.1,499$241.0K0.01%+47+3.2%Added
Howard Capital Management Group, LLC1,490$239.5K0.02%00.0%Unchanged
Laffer Tengler Investments1,487$239.1K0.04%+1,487New
Berry Wealth Group, LP1,485$238.7K0.17%+126+9.3%Added
MBB Public Markets I LLC1,476$237.3K0.03%−350−19.2%Reduced
MRP Capital Investments, LLC1,475$237.1K0.16%+25+1.7%Added
Johnson Investment Counsel Inc1,474$237.0K0.00%−86−5.5%Reduced
Vicus Capital1,470$236.3K0.02%+4+0.3%Added
Ci Investments Inc.1,469$236.0K0.00%−20−1.3%Reduced
Schwarz Dygos Wheeler Investment Advisors LLC1,468$236.0K0.05%00.0%Unchanged
Alta Wealth Advisors LLC1,461$234.9K0.11%−2,678−64.7%Reduced
Boothbay Fund Management, LLC1,454$233.7K0.01%−297−17.0%Reduced
Kovitz Investment Group Partners, LLC1,444$232.2K0.00%−72−4.7%Reduced
Geneos Wealth Management Inc.1,441$231.7K0.01%+8+0.6%Added
KMG Fiduciary Partners, LLC1,439$231.4K0.02%+46+3.3%Added
Massmutual Trust Co FSB1,437$231.0K0.01%+81+6.0%Added
Parkside Financial Bank & Trust1,420$228.3K0.02%−93−6.1%Reduced
Leo Wealth, LLC1,407$226.2K0.02%+1,407New
Barry Investment Advisors, LLC1,407$226.2K0.06%+12+0.9%Added
Csenge Advisory Group1,379$224.8K0.01%+47+3.5%Added
Alta Advisers Ltd1,385$222.7K0.08%00.0%Unchanged
Smithfield Trust Co1,374$221.0K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,370$220.2K0.06%−100−6.8%Reduced
Meridian Wealth Management, LLC1,390$220.0K0.01%−19−1.3%Reduced
LMG Wealth Partners, LLC1,366$219.6K0.05%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC1,352$217.3K0.03%+1,352New
Moors & Cabot, Inc.1,350$217.1K0.01%+115+9.3%Added
Silver Lake Group, L.L.C.1,350$217.0K0.00%00.0%Unchanged
Armis Advisers, LLC1,318$213.1K0.02%+46+3.6%Added
Tradition Wealth Management, LLC1,325$213.0K0.02%+1,325New
Moody National Bank Trust Division1,316$211.6K0.02%−78−5.6%Reduced
Principal Street Partners, LLC1,316$211.6K0.02%+1,316New
U.S. Capital Wealth Advisors, LLC1,306$209.9K0.01%−5−0.4%Reduced
First Foundation Advisors1,304$209.6K0.01%00.0%Unchanged
Canopy Partners, LLC1,301$209.1K0.08%+7+0.5%Added
Sittner & Nelson, LLC1,294$208.0K0.08%00.0%Unchanged
Pure Financial Advisors, Inc.1,285$206.6K0.00%+1,285New
Ridgewood Investments LLC1,280$205.8K0.09%00.0%Unchanged
Logan Capital Management Inc1,275$205.0K0.01%00.0%Unchanged
Wealthspire Advisors, LLC1,271$204.3K0.00%+1,271New
EPG Wealth Management LLC1,254$201.6K0.06%00.0%Unchanged
Socha Financial Group, LLC1,250$200.9K0.09%−500−28.6%Reduced
M&G Plc1,239$199.5K0.00%−1,011−44.9%Reduced
Hilltop National Bank1,193$191.8K0.05%+1,193New
Bullock Wealth Management Group1,167$191.7K0.10%+8+0.7%Added
Central Trust Co1,162$186.8K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC1,154$185.5K0.02%−149−11.4%Reduced
Activest Wealth Management1,153$185.4K0.04%−7−0.6%Reduced
Centaurus Financial, Inc.1,124$181.0K0.01%+165+17.2%Added
SRS Capital Advisors, Inc.1,018$177.2K0.01%+192+23.2%Added
Thompson Investment Management, Inc.1,097$176.4K0.02%00.0%Unchanged
Motco1,052$172.3K0.02%−34−3.1%Reduced
Cromwell Holdings LLC1,067$171.5K0.10%+38+3.7%Added
TFC Financial Management1,056$169.8K0.02%−2−0.2%Reduced
Global X Japan Co., Ltd.1,036$166.5K0.02%+218+26.7%Added
Twin Peaks Wealth Advisors, LLC955$161.5K0.05%+955New
AllSquare Wealth Management LLC1,000$160.8K0.09%00.0%Unchanged
Versant Capital Management, Inc988$158.8K0.02%−946−48.9%Reduced
Greykasell Wealth Strategies, Inc.971$156.1K0.07%00.0%Unchanged
Sentry Investment Management LLC944$154.0K0.08%00.0%Unchanged
Brown Brothers Harriman & Co934$150.2K0.00%+773+480.1%Added
Thurston, Springer, Miller, Herd & Titak, Inc.929$149.8K0.02%+211+29.4%Added
Newbridge Financial Services Group, Inc.924$148.5K0.02%+81+9.6%Added
Hantz Financial Services, Inc.906$146.0K0.00%+251+38.3%Added
Catalyst Capital Advisors LLC907$145.8K0.00%+380+72.1%Added
MUFG Securities EMEA plc904$145.3K0.01%+904New
Stelac Advisory Services LLC893$143.6K0.05%−5−0.6%Reduced
Y.D. More Investments Ltd885$142.0K0.01%+118+15.4%Added
Ameritas Advisory Services, LLC879$141.2K0.01%+879New
Onefund, LLC851$137.0K0.10%+851New
Quarry LP828$133.1K0.03%+323+64.0%Added
Rosenberg Matthew Hamilton824$132.5K0.03%+55+7.2%Added
Silvant Capital Management LLC821$132.0K0.00%00.0%Unchanged
ORG Partners LLC746$122.6K0.03%+8+1.1%Added
Harbour Investments, Inc.753$121.1K0.00%−11−1.4%Reduced
CVA Family Office, LLC744$119.6K0.02%−47−5.9%Reduced
Clearstead Advisors, LLC737$118.5K0.00%+605+458.3%Added
Muzinich & Co., Inc.731$117.5K0.05%00.0%Unchanged
Capital Analysts, LLC719$116.0K0.00%−7−1.0%Reduced