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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,363 | $67.7B |
| Q1 2026 | 1,312 | $54.6B |
| Q4 2025 | 1,289 | $54.3B |
| Q3 2025 | 1,221 | $54.5B |
| Q2 2025 | 1,213 | $46.8B |
| Q1 2025 | 1,202 | $48.9B |
| Q4 2024 | 1,195 | $50.4B |
| Q3 2024 | 1,136 | $48.8B |
| Q2 2024 | 1,105 | $43.7B |
| Q1 2024 | 1,084 | $45.3B |
| Q4 2023 | 1,056 | $41.4B |
| Q3 2023 | 985 | $31.0B |
| Q2 2023 | 988 | $32.9B |
| Q1 2023 | 987 | $31.9B |
| Q4 2022 | 996 | $33.1B |
| Q3 2022 | 921 | $25.1B |
| Q2 2022 | 940 | $26.5B |
| Q1 2022 | 1,012 | $37.6B |
| Q4 2021 | 1,049 | $46.1B |
| Q3 2021 | 918 | $37.3B |
| Q2 2021 | 906 | $37.4B |
| Q1 2021 | 847 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 702 | $112.9K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 683 | $109.8K | 0.01% | −20−2.8% | Reduced |
| CoreCap Advisors, LLC | 679 | $109.2K | 0.00% | −171−20.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 649 | $104.3K | 0.01% | +649 | New |
| Fortitude Family Office, LLC | 647 | $104.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 632 | $101.6K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 622 | $100.0K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 589 | $94.7K | 0.00% | +566+2,460.9% | Added |
| Caldwell Sutter Capital, Inc. | 588 | $94.5K | 0.04% | +34+6.1% | Added |
| Farmers & Merchants Investments Inc | 568 | $91.3K | 0.00% | −30−5.0% | Reduced |
| PFS Partners, LLC | 568 | $91.3K | 0.05% | +68+13.6% | Added |
| Westend Capital Management, LLC | 541 | $87.0K | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 538 | $86.5K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 526 | $84.6K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 519 | $83.4K | 0.00% | +33+6.8% | Added |
| NBT Bank N A | 500 | $80.4K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 500 | $80.4K | 0.00% | +500 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 492 | $79.1K | 0.03% | +46+10.3% | Added |
| Vestor Capital, LLC | 323 | $78.0K | 0.01% | −677−67.7% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 469 | $75.4K | 0.12% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 465 | $74.8K | 0.04% | +465 | New |
| GHP Investment Advisors, Inc. | 442 | $71.0K | 0.00% | +5+1.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 412 | $66.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 408 | $65.6K | 0.01% | +27+7.1% | Added |
| First Financial Corp | 400 | $64.3K | 0.03% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 392 | $63.0K | 0.00% | −5,913−93.8% | Reduced |
| Indiana Trust & Investment Management CO | 390 | $62.7K | 0.02% | +125+47.2% | Added |
| TCTC Holdings, LLC | 385 | $61.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 375 | $60.3K | 0.02% | −150−28.6% | Reduced |
| Hoey Investments, Inc | 375 | $60.3K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 369 | $59.3K | 0.00% | +35+10.5% | Added |
| Glass Jacobson Investment Advisors llc | 355 | $57.1K | 0.02% | −2,287−86.6% | Reduced |
| Capital Advisors, Ltd. LLC | 343 | $55.0K | 0.01% | −2−0.6% | Reduced |
| Delta Asset Management LLC | 340 | $54.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 334 | $53.7K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 327 | $53.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 328 | $52.7K | 0.01% | −383−53.9% | Reduced |
| Kozak & Associates, Inc. | 314 | $51.1K | 0.01% | +4+1.3% | Added |
| Evolution Wealth Management Inc. | 317 | $51.0K | 0.06% | +317 | New |
| Financial Freedom, LLC | 317 | $50.9K | 0.03% | +5+1.6% | Added |
| IAG Wealth Partners, LLC | 315 | $50.6K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 312 | $50.2K | 0.01% | −58−15.7% | Reduced |
| Sierra Ocean, LLC | 310 | $50.0K | 0.04% | +6+2.0% | Added |
| Edmond de Rothschild Holding S.A. | 310 | $49.8K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 300 | $48.2K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 277 | $44.5K | 0.00% | +277 | New |
| Rossby Financial, LCC | 272 | $43.7K | 0.02% | −287−51.3% | Reduced |
| Rise Advisors, LLC | 270 | $43.5K | 0.02% | +6+2.3% | Added |
| Atlantic Trust, LLC | 266 | $42.8K | 0.01% | +108+68.4% | Added |
| Golden State Wealth Management, LLC | 263 | $42.3K | 0.01% | 00.0% | Unchanged |
| Trust Co | 263 | $42.3K | 0.00% | +160+155.3% | Added |
| Aventura Private Wealth, LLC | 258 | $41.5K | 0.02% | −2,089−89.0% | Reduced |
| Key Financial Inc | 255 | $41.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 253 | $40.7K | 0.01% | +83+48.8% | Added |
| Eastern Bank | 250 | $40.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 244 | $39.2K | 0.00% | +2+0.8% | Added |
| Arlington Trust Co LLC | 233 | $37.5K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 228 | $36.7K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 227 | $36.5K | 0.00% | −41−15.3% | Reduced |
| Covestor Ltd | 225 | $36.0K | 0.02% | +14+6.6% | Added |
| Bell Investment Advisors, Inc | 217 | $34.9K | 0.01% | +146+205.6% | Added |
| Clear Street Markets LLC | 207 | $33.3K | 0.01% | +206+20,600.0% | Added |
| Essential Partners LLC | 202 | $32.5K | 0.01% | +202 | New |
| Webster Bank, N. A. | 200 | $32.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 205 | $32.0K | 0.01% | +2+1.0% | Added |
| Salem Investment Counselors Inc | 193 | $31.0K | 0.00% | −89−31.6% | Reduced |
| Bruce G. Allen Investments, LLC | 193 | $31.0K | 0.02% | +12+6.6% | Added |
| AdvisorNet Financial, Inc | 188 | $30.2K | 0.00% | −30−13.8% | Reduced |
| VSM Wealth Advisory, LLC | 185 | $29.7K | 0.01% | +185 | New |
| Silicon Valley Capital Partners | 184 | $29.6K | 0.00% | +184 | New |
| Flagship Wealth Advisors, LLC | 184 | $29.6K | 0.01% | +184 | New |
| Richardson Financial Services Inc. | 174 | $28.6K | 0.02% | +3+1.8% | Added |
| New England Capital Financial Advisors LLC | 178 | $28.5K | 0.01% | +3+1.7% | Added |
| Beacon Capital Management, LLC | 176 | $28.3K | 0.00% | −47−21.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 171 | $27.5K | 0.02% | +52+43.7% | Added |
| GW&K Investment Management, LLC | 169 | $27.0K | 0.00% | +16+10.5% | Added |
| Park Square Financial Group, LLC | 164 | $26.4K | 0.02% | +8+5.1% | Added |
| Hopwood Financial Services, Inc. | 160 | $25.7K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 155 | $24.9K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 153 | $24.6K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 153 | $24.6K | 0.00% | +153 | New |
| Cullen/Frost Bankers, Inc. | 139 | $22.4K | 0.00% | +111+396.4% | Added |
| Park Place Capital Corp | 129 | $21.2K | 0.00% | −505−79.7% | Reduced |
| WPG Advisers, LLC | 129 | $20.7K | 0.02% | −153−54.3% | Reduced |
| NewSquare Capital LLC | 128 | $20.6K | 0.00% | +39+43.8% | Added |
| Ancora Advisors, LLC | 128 | $20.6K | 0.00% | +128 | New |
| Washington Trust Advisors, Inc. | 126 | $20.3K | 0.00% | +14+12.5% | Added |
| Hughes Financial Services, LLC | 120 | $20.1K | 0.00% | −13−9.8% | Reduced |
| Cape Investment Advisory, Inc. | 124 | $20.0K | 0.01% | +1+0.8% | Added |
| Abound Wealth Management | 121 | $19.5K | 0.01% | −4−3.2% | Reduced |
| WFA of San Diego, LLC | 118 | $19.0K | 0.01% | +118 | New |
| Fairscale Capital, LLC | 110 | $18.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 109 | $17.5K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 109 | $17.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 107 | $17.2K | 0.00% | −1−0.9% | Reduced |
| Sagard Holdings Management Inc. | 105 | $16.9K | 0.05% | +105 | New |
| MPWM Advisory Solutions, LLC | 103 | $16.5K | 0.01% | +2+2.0% | Added |
| Financial Gravity Companies, Inc. | 101 | $16.2K | 0.00% | +101 | New |
| First United Bank Trust | 100 | $16.1K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 100 | $16.1K | 0.00% | 00.0% | Unchanged |