Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 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, Q3 2025
Institutional positions in Simon Property Group Inc. as of Sep 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
- 1,221
- +24 vs. Q2 2025
- Shares held
- 290.6M
- +6.13M (+2.2%) vs. Q2 2025
- Total value
- $54.5B
- +$8.76B (+19.2%) vs. Q2 2025
- New holders
- 128
- 470 more added
- Sold out
- 104
- 412 more reduced
16 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| High Note Wealth, LLC | 73 | $13.7K | 0.00% | +24+49.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 74 | $13.9K | 0.00% | −1−1.3% | Reduced |
| Avion Wealth | 76 | $14.0K | 0.00% | +9+13.4% | Added |
| Private Wealth Management Group, LLC | 75 | $14.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 76 | $14.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 76 | $14.3K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 78 | $14.6K | 0.02% | −13−14.3% | Reduced |
| Park Square Financial Group, LLC | 80 | $15.0K | 0.06% | −84−51.2% | Reduced |
| Pinnacle Bancorp, Inc. | 80 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 80 | $15.0K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 80 | $15.0K | 0.05% | +80 | New |
| JPL Wealth Management, LLC | 89 | $16.7K | 0.00% | +89 | New |
| Hemington Wealth Management | 97 | $18.0K | 0.00% | +13+15.5% | Added |
| DiNuzzo Private Wealth, Inc. | 100 | $18.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 97 | $18.2K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 99 | $18.6K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $18.8K | 0.00% | −100−50.0% | Reduced |
| WFA of San Diego, LLC | 100 | $18.8K | 0.01% | −18−15.3% | Reduced |
| First United Bank Trust | 100 | $18.8K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 102 | $18.9K | 0.00% | +51+100.0% | Added |
| Sagard Holdings Management Inc. | 105 | $19.7K | 0.10% | 00.0% | Unchanged |
| Leonteq Securities AG | 109 | $20.5K | 0.00% | −260−70.5% | Reduced |
| Pathway Financial Advisers, LLC | 110 | $20.5K | 0.01% | +110 | New |
| Fairscale Capital, LLC | 110 | $20.6K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 110 | $20.7K | 0.02% | −14−11.3% | Reduced |
| UMA Financial Services, Inc. | 112 | $21.0K | 0.00% | +105+1,500.0% | Added |
| Dogwood Wealth Management LLC | 114 | $21.4K | 0.01% | +61+115.1% | Added |
| Raffa Wealth Management, LLC | 115 | $21.6K | 0.00% | +19+19.8% | Added |
| Hughes Financial Services, LLC | 120 | $22.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 122 | $22.9K | 0.01% | +1+0.8% | Added |
| Duncker Streett & Co Inc | 123 | $23.1K | 0.00% | +14+12.8% | Added |
| True Wealth Design, LLC | 124 | $23.2K | 0.01% | +96+342.9% | Added |
| Ancora Advisors, LLC | 128 | $24.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 129 | $24.2K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 129 | $24.2K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 132 | $24.8K | 0.00% | +25+23.4% | Added |
| Stance Capital LLC | 137 | $25.6K | 0.01% | +137 | New |
| Cullen/Frost Bankers, Inc. | 140 | $26.2K | 0.00% | +1+0.7% | Added |
| Quarry LP | 147 | $27.6K | 0.01% | −681−82.2% | Reduced |
| Golden State Wealth Management, LLC | 153 | $28.7K | 0.00% | −110−41.8% | Reduced |
| Trust Co of Toledo NA | 153 | $28.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 153 | $28.7K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 155 | $29.1K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 160 | $30.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 170 | $31.9K | 0.01% | −96−36.1% | Reduced |
| GW&K Investment Management, LLC | 174 | $33.0K | 0.00% | +5+3.0% | Added |
| New England Capital Financial Advisors LLC | 180 | $33.7K | 0.01% | +2+1.1% | Added |
| Flagship Wealth Advisors, LLC | 184 | $34.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 193 | $36.2K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 210 | $38.9K | 0.00% | +210 | New |
| Covestor Ltd | 207 | $39.0K | 0.02% | −18−8.0% | Reduced |
| Valley National Advisers Inc | 208 | $39.0K | 0.01% | +3+1.5% | Added |
| Atlantic Union Bankshares Corp | 209 | $39.2K | 0.00% | +123+143.0% | Added |
| City Holding Co | 214 | $40.2K | 0.01% | +214 | New |
| Bell Investment Advisors, Inc | 217 | $40.7K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 227 | $42.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 228 | $42.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 231 | $43.4K | 0.00% | +43+22.9% | Added |
| Arlington Trust Co LLC | 233 | $43.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 248 | $46.5K | 0.00% | +4+1.6% | Added |
| Eastern Bank | 250 | $46.9K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 262 | $49.2K | 0.03% | +88+50.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 266 | $49.9K | 0.00% | +266 | New |
| Trust Co | 269 | $50.5K | 0.01% | +6+2.3% | Added |
| Rise Advisors, LLC | 280 | $52.6K | 0.02% | +10+3.7% | Added |
| Rossby Financial, LCC | 297 | $55.1K | 0.02% | +25+9.2% | Added |
| Old Point Trust & Financial Services N A | 300 | $56.3K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 317 | $57.4K | 0.01% | +3+1.0% | Added |
| Edmond de Rothschild Holding S.A. | 310 | $58.2K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 315 | $59.1K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 316 | $59.2K | 0.01% | +4+1.3% | Added |
| Colonial Trust Co | 318 | $59.4K | 0.01% | +65+25.7% | Added |
| Financial Freedom, LLC | 316 | $59.4K | 0.03% | −1−0.3% | Reduced |
| Evolution Wealth Management Inc. | 317 | $59.5K | 0.06% | 00.0% | Unchanged |
| New Millennium Group LLC | 321 | $60.2K | 0.03% | +321 | New |
| Aventura Private Wealth, LLC | 322 | $60.5K | 0.02% | +64+24.8% | Added |
| Centerpoint Advisors, LLC | 327 | $61.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 332 | $62.3K | 0.02% | −290−46.6% | Reduced |
| Anchor Investment Management, LLC | 334 | $62.7K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 334 | $62.7K | 0.00% | +334 | New |
| Delta Asset Management LLC | 340 | $63.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 340 | $63.8K | 0.01% | +12+3.7% | Added |
| Capital Advisors, Ltd. LLC | 343 | $64.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 357 | $66.3K | 0.01% | +102+40.0% | Added |
| Glass Jacobson Investment Advisors llc | 355 | $66.6K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 361 | $67.7K | 0.00% | −1,626−81.8% | Reduced |
| Salem Investment Counselors Inc | 373 | $70.0K | 0.00% | +180+93.3% | Added |
| Hoey Investments, Inc | 375 | $70.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 375 | $70.4K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 385 | $72.2K | 0.00% | −494−56.2% | Reduced |
| Grove Bank & Trust | 385 | $72.3K | 0.01% | −23−5.6% | Reduced |
| TCTC Holdings, LLC | 385 | $72.3K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 390 | $73.2K | 0.02% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 392 | $73.6K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 400 | $75.1K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 412 | $77.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 446 | $83.7K | 0.00% | +4+0.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 469 | $88.0K | 0.15% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 482 | $90.5K | 0.04% | +17+3.7% | Added |
| NBT Bank N A | 500 | $93.8K | 0.01% | 00.0% | Unchanged |