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 |
|---|---|---|---|---|---|
| Muzinich & Co., Inc. | 731 | $137.2K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 731 | $137.2K | 0.01% | +731 | New |
| Montag A & Associates Inc | 720 | $135.1K | 0.01% | +18+2.6% | Added |
| Capital Analysts, LLC | 717 | $134.0K | 0.00% | −2−0.3% | Reduced |
| CoreCap Advisors, LLC | 704 | $132.1K | 0.00% | +25+3.7% | Added |
| Ostrum Asset Management | 661 | $124.0K | 0.01% | −22−3.2% | Reduced |
| Fortitude Family Office, LLC | 647 | $121.4K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 637 | $119.5K | 0.01% | +118+22.7% | Added |
| Concord Wealth Partners | 632 | $118.6K | 0.02% | 00.0% | Unchanged |
| Saranac Partners Ltd | 575 | $107.9K | 0.02% | +575 | New |
| Caldwell Sutter Capital, Inc. | 573 | $107.5K | 0.05% | −15−2.6% | Reduced |
| PFS Partners, LLC | 569 | $106.7K | 0.05% | +1+0.2% | Added |
| Farmers & Merchants Investments Inc | 543 | $101.9K | 0.00% | −25−4.4% | Reduced |
| Westend Capital Management, LLC | 541 | $101.6K | 0.03% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 541 | $101.5K | 0.00% | +541 | New |
| Central Pacific Bank - Trust Division | 538 | $101.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 537 | $100.8K | 0.00% | −904−62.7% | Reduced |
| Advanced Portfolio Management, LLC | 532 | $99.8K | 0.26% | +532 | New |
| First Horizon Corp | 530 | $99.5K | 0.00% | +530 | New |
| Missouri Trust & Investment Co | 526 | $98.7K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 524 | $98.3K | 0.02% | +32+6.5% | Added |
| NBT Bank N A | 500 | $93.8K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 482 | $90.5K | 0.04% | +17+3.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 469 | $88.0K | 0.15% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 446 | $83.7K | 0.00% | +4+0.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 412 | $77.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 400 | $75.1K | 0.03% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 392 | $73.6K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 390 | $73.2K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 385 | $72.3K | 0.01% | −23−5.6% | Reduced |
| TCTC Holdings, LLC | 385 | $72.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 385 | $72.2K | 0.00% | −494−56.2% | Reduced |
| 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 |
| Salem Investment Counselors Inc | 373 | $70.0K | 0.00% | +180+93.3% | Added |
| Creative Financial Designs Inc | 361 | $67.7K | 0.00% | −1,626−81.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 355 | $66.6K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 357 | $66.3K | 0.01% | +102+40.0% | Added |
| Capital Advisors, Ltd. LLC | 343 | $64.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 340 | $63.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 340 | $63.8K | 0.01% | +12+3.7% | Added |
| Anchor Investment Management, LLC | 334 | $62.7K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 334 | $62.7K | 0.00% | +334 | New |
| United Community Bank | 332 | $62.3K | 0.02% | −290−46.6% | Reduced |
| Centerpoint Advisors, LLC | 327 | $61.0K | 0.02% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 322 | $60.5K | 0.02% | +64+24.8% | Added |
| New Millennium Group LLC | 321 | $60.2K | 0.03% | +321 | New |
| Evolution Wealth Management Inc. | 317 | $59.5K | 0.06% | 00.0% | Unchanged |
| Financial Freedom, LLC | 316 | $59.4K | 0.03% | −1−0.3% | Reduced |
| Colonial Trust Co | 318 | $59.4K | 0.01% | +65+25.7% | Added |
| First Pacific Financial | 316 | $59.2K | 0.01% | +4+1.3% | Added |
| IAG Wealth Partners, LLC | 315 | $59.1K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 310 | $58.2K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 317 | $57.4K | 0.01% | +3+1.0% | Added |
| Old Point Trust & Financial Services N A | 300 | $56.3K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 297 | $55.1K | 0.02% | +25+9.2% | Added |
| Rise Advisors, LLC | 280 | $52.6K | 0.02% | +10+3.7% | Added |
| Trust Co | 269 | $50.5K | 0.01% | +6+2.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 266 | $49.9K | 0.00% | +266 | New |
| Richardson Financial Services Inc. | 262 | $49.2K | 0.03% | +88+50.6% | Added |
| Eastern Bank | 250 | $46.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 248 | $46.5K | 0.00% | +4+1.6% | Added |
| Arlington Trust Co LLC | 233 | $43.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 231 | $43.4K | 0.00% | +43+22.9% | Added |
| DT Investment Partners, LLC | 228 | $42.8K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 227 | $42.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 217 | $40.7K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 214 | $40.2K | 0.01% | +214 | New |
| Atlantic Union Bankshares Corp | 209 | $39.2K | 0.00% | +123+143.0% | Added |
| Covestor Ltd | 207 | $39.0K | 0.02% | −18−8.0% | Reduced |
| Valley National Advisers Inc | 208 | $39.0K | 0.01% | +3+1.5% | Added |
| Salomon & Ludwin, LLC | 210 | $38.9K | 0.00% | +210 | New |
| Bruce G. Allen Investments, LLC | 193 | $36.2K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 184 | $34.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 180 | $33.7K | 0.01% | +2+1.1% | Added |
| GW&K Investment Management, LLC | 174 | $33.0K | 0.00% | +5+3.0% | Added |
| Atlantic Trust, LLC | 170 | $31.9K | 0.01% | −96−36.1% | Reduced |
| Hopwood Financial Services, Inc. | 160 | $30.0K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 155 | $29.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Quarry LP | 147 | $27.6K | 0.01% | −681−82.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 140 | $26.2K | 0.00% | +1+0.7% | Added |
| Stance Capital LLC | 137 | $25.6K | 0.01% | +137 | New |
| Bartlett & Co. Wealth Management LLC | 132 | $24.8K | 0.00% | +25+23.4% | Added |
| Park Place Capital Corp | 129 | $24.2K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 129 | $24.2K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 128 | $24.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 124 | $23.2K | 0.01% | +96+342.9% | Added |
| Duncker Streett & Co Inc | 123 | $23.1K | 0.00% | +14+12.8% | Added |
| Abound Wealth Management | 122 | $22.9K | 0.01% | +1+0.8% | Added |
| Hughes Financial Services, LLC | 120 | $22.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 115 | $21.6K | 0.00% | +19+19.8% | Added |
| Dogwood Wealth Management LLC | 114 | $21.4K | 0.01% | +61+115.1% | Added |
| UMA Financial Services, Inc. | 112 | $21.0K | 0.00% | +105+1,500.0% | Added |
| Cape Investment Advisory, Inc. | 110 | $20.7K | 0.02% | −14−11.3% | Reduced |
| Fairscale Capital, LLC | 110 | $20.6K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 110 | $20.5K | 0.01% | +110 | New |
| Leonteq Securities AG | 109 | $20.5K | 0.00% | −260−70.5% | Reduced |