Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2025: 1,221 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 heldQ3 2025: $54.5B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q2 2025.

Institutions holding SPG in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ridgewood Investments LLC1,280$240.2K0.10%00.0%Unchanged
Johnson Investment Counsel Inc1,282$240.6K0.00%−192−13.0%Reduced
Caxton Associates LLP1,287$241.5K0.01%+1,287New
Harvest Fund Management Co., Ltd1,290$242.0K0.01%+1,226+1,915.6%Added
Sittner & Nelson, LLC1,294$242.8K0.09%00.0%Unchanged
Stock Yards Bank & Trust Co1,298$243.6K0.01%−285−18.0%Reduced
Koshinski Asset Management, Inc.1,305$244.9K0.02%+1,305New
First Foundation Advisors1,307$245.3K0.01%+3+0.2%Added
MASTERINVEST Kapitalanlage GmbH1,310$245.8K0.02%+1,310New
Wealthspire Advisors, LLC1,337$250.8K0.00%+66+5.2%Added
Kovitz Investment Group Partners, LLC1,347$252.8K0.00%−97−6.7%Reduced
Silver Lake Group, L.L.C.1,350$253.4K0.00%00.0%Unchanged
Great Lakes Advisors, LLC1,351$253.6K0.00%−410−23.3%Reduced
Moors & Cabot, Inc.1,354$254.1K0.01%+4+0.3%Added
Boothbay Fund Management, LLC1,356$254.5K0.01%−98−6.7%Reduced
LMG Wealth Partners, LLC1,366$256.4K0.05%00.0%Unchanged
Smithfield Trust Co1,374$258.0K0.01%00.0%Unchanged
Alta Advisers Ltd1,385$259.9K0.08%00.0%Unchanged
Vicus Capital1,385$260.0K0.02%−85−5.8%Reduced
Johnson Financial Group, Inc.1,413$265.2K0.01%+824+139.9%Added
Barry Investment Advisors, LLC1,417$265.9K0.06%+10+0.7%Added
Meridian Wealth Management, LLC1,486$266.0K0.01%+96+6.9%Added
Deseret Mutual Benefit Administrators1,421$266.7K0.11%−201−12.4%Reduced
Knightsbridge Asset Management, LLC1,424$267.3K0.05%+1,424New
Parkside Financial Bank & Trust1,433$268.9K0.02%+13+0.9%Added
KMG Fiduciary Partners, LLC1,444$271.0K0.02%+5+0.3%Added
Ronald Blue Trust, Inc.1,444$271.0K0.00%−89−5.8%Reduced
Washington Trust Co1,454$272.9K0.01%+1,454New
Savvy Advisors, Inc.1,459$273.8K0.01%+1,459New
Alta Wealth Advisors LLC1,461$274.2K0.10%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC1,465$274.9K0.01%+159+12.2%Added
Murphy Pohlad Asset Management LLC1,466$275.1K0.11%−70−4.6%Reduced
Schwarz Dygos Wheeler Investment Advisors LLC1,468$275.5K0.06%00.0%Unchanged
Stillwater Wealth Management Group1,471$276.1K0.19%+1,471New
Csenge Advisory Group1,481$278.0K0.01%+102+7.4%Added
Accuvest Global Advisors1,479$278.0K0.17%−77−4.9%Reduced
Lavaca Capital LLC1,500$281.5K0.05%00.0%Unchanged
Prosperity Consulting Group, LLC1,509$283.2K0.01%+1,509New
Massmutual Trust Co FSB1,517$284.7K0.01%+80+5.6%Added
Krilogy Financial LLC1,572$285.2K0.01%+1,572New
Jacobi Capital Management LLC1,524$286.0K0.02%+1+0.1%Added
Morningstar Investment Management LLC1,531$287.0K0.01%−3,891−71.8%Reduced
Heartland Bank & Trust Co1,537$288.4K0.12%−7−0.5%Reduced
Catalyst Financial Partners LLC1,550$290.9K0.04%+34+2.2%Added
North Star Investment Management Corp.1,560$292.8K0.02%00.0%Unchanged
Patton Fund Management, Inc.1,580$296.5K0.05%00.0%Unchanged
Icon Wealth Advisors, LLC1,584$297.3K0.02%−236−13.0%Reduced
Clientfirst Wealth Management, LLC1,593$299.0K0.24%00.0%Unchanged
SlateStone Wealth, LLC1,593$299.0K0.03%00.0%Unchanged
Ci Investments Inc.1,599$300.0K0.00%+130+8.8%Added
LJI Wealth Management, LLC1,599$300.1K0.05%−250−13.5%Reduced
Resonant Capital Advisors, LLC1,613$302.7K0.02%+13+0.8%Added
Strategic Financial Concepts, LLC1,620$304.0K0.04%+72+4.7%Added
Outlook Wealth Advisors, LLC1,642$308.2K0.08%+1,642New
Platform Technology Partners1,647$309.1K0.07%−15−0.9%Reduced
Synovus Financial Corp1,647$310.6K0.00%+5+0.3%Added
Hutchens & Kramer Investment Management Group, LLC1,657$310.9K0.12%−194−10.5%Reduced
Cornerstone Wealth Management, LLC1,657$311.0K0.02%+20+1.2%Added
Silvercrest Asset Management Group LLC1,658$311.2K0.00%+68+4.3%Added
Shelton Capital Management1,662$311.9K0.01%−54−3.1%Reduced
Gibbs Wealth Management1,672$313.7K0.07%−152−8.3%Reduced
Strategic Wealth Designers1,673$314.0K0.03%+1,673New
BNP Paribas1,688$316.8K0.01%00.0%Unchanged
Mission Wealth Management, LP1,704$319.8K0.01%−65−3.7%Reduced
Breakwater Capital Group1,705$320.0K0.05%+85+5.2%Added
CX Institutional1,707$320.0K0.01%+53+3.2%Added
Gen-Wealth Partners Inc1,708$320.6K0.11%+1,708New
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,710$320.9K0.08%+340+24.8%Added
Winthrop Capital Management, LLC1,711$321.0K0.08%+2+0.1%Added
Augustine Asset Management Inc1,713$321.5K0.06%+1+0.1%Added
Washington Trust Bank1,716$322.0K0.02%+1,716New
MinichMacGregor Wealth Management, LLC1,720$322.8K0.06%−40−2.3%Reduced
Kovack Advisors, Inc.1,721$323.0K0.03%−21−1.2%Reduced
IFG Advisory, LLC1,725$323.7K0.01%−154−8.2%Reduced
Huntleigh Advisors, Inc.1,727$324.1K0.06%−236−12.0%Reduced
PDS Planning, Inc1,731$324.9K0.02%+49+2.9%Added
Coppell Advisory Solutions LLC1,758$326.7K0.04%+1,758New
NBC Securities, Inc.1,742$326.9K0.03%−4−0.2%Reduced
Cabot Wealth Management Inc1,745$327.5K0.04%00.0%Unchanged
Brown Brothers Harriman & Co1,753$329.0K0.00%+819+87.7%Added
Interchange Capital Partners, LLC1,761$330.5K0.06%+1,761New
Keel Point, LLC1,769$332.0K0.02%−4−0.2%Reduced
Tiaa Trust, National Association1,774$332.9K0.00%+67+3.9%Added
Whalerock Point Partners, LLC1,776$333.3K0.07%00.0%Unchanged
Coco Enterprises, LLC1,794$333.3K0.18%+3+0.2%Added
American State Bank (Iowa)1,779$333.9K0.17%00.0%Unchanged
Mesirow Financial Investment Management, Inc.1,782$334.6K0.01%+78+4.6%Added
Fort Sheridan Advisors LLC1,789$335.7K0.04%00.0%Unchanged
Bard Financial Services, Inc.1,790$335.9K0.04%00.0%Unchanged
Penserra Capital Management LLC1,795$336.0K0.00%+20+1.1%Added
Quotient Wealth Partners, LLC1,806$338.9K0.01%+7+0.4%Added
Simplicity Wealth,LLC1,807$339.1K0.02%+1,807New
Avidian Wealth Solutions, LLC1,816$340.8K0.01%+271+17.5%Added
Fiduciary Trust Co1,817$341.0K0.00%+308+20.4%Added
Regent Peak Wealth Advisors LLC1,827$342.9K0.07%+1,827New
ZRC Wealth Management, LLC1,847$346.6K0.12%+28+1.5%Added
Intrust Bank NA1,852$347.6K0.03%−60−3.1%Reduced
NorthCrest Asset Manangement, LLC1,943$347.6K0.01%+1,943New
First National Bank1,878$352.4K0.19%+350+22.9%Added
Fulton Bank, N.A.1,915$359.4K0.01%−120−5.9%Reduced