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, 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 |
|---|---|---|---|---|---|
| Tritonpoint Wealth, LLC | 4,703 | $882.5K | 0.08% | +1,041+28.4% | Added |
| CFM Wealth Partners LLC | 4,630 | $868.8K | 0.13% | −4,084−46.9% | Reduced |
| Cascade Financial Partners, LLC | 4,615 | $866.1K | 0.10% | +222+5.1% | Added |
| Atomi Financial Group, Inc. | 4,605 | $864.3K | 0.03% | −911−16.5% | Reduced |
| Farther Finance Advisors, LLC | 4,582 | $859.8K | 0.01% | +1,050+29.7% | Added |
| Siemens Fonds Invest GmbH | 4,553 | $854.5K | 0.05% | −59−1.3% | Reduced |
| Ballentine Partners, LLC | 4,531 | $850.3K | 0.01% | −44−1.0% | Reduced |
| Veridan Wealth LLC | 4,510 | $846.4K | 0.29% | +4,510 | New |
| Pekin Hardy Strauss, Inc. | 4,490 | $842.6K | 0.08% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,467 | $838.4K | 0.04% | −419−8.6% | Reduced |
| Invst, LLC | 4,458 | $836.6K | 0.10% | −123−2.7% | Reduced |
| Checchi Capital Advisers, LLC | 4,444 | $834.0K | 0.06% | −1,382−23.7% | Reduced |
| Howard Capital Management Group, LLC | 4,439 | $833.1K | 0.05% | +2,949+197.9% | Added |
| LDR Capital Management LLC | 4,419 | $829.3K | 1.22% | +4,419 | New |
| Prestige Wealth Management Group LLC | 4,376 | $821.2K | 0.16% | +132+3.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,362 | $818.6K | 0.04% | +84+2.0% | Added |
| Pensionmark Financial Group, LLC | 4,349 | $816.2K | 0.02% | −8−0.2% | Reduced |
| Michels Family Financial, LLC | 4,333 | $813.2K | 0.63% | −138−3.1% | Reduced |
| Monetary Management Group Inc | 4,325 | $811.7K | 0.19% | −450−9.4% | Reduced |
| Hilltop Holdings Inc. | 4,259 | $799.4K | 0.04% | −190−4.3% | Reduced |
| Profund Advisors LLC | 4,174 | $783.3K | 0.03% | −331−7.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,115 | $772.3K | 0.04% | −211−4.9% | Reduced |
| SkyView Investment Advisors, LLC | 4,079 | $766.0K | 0.10% | −38−0.9% | Reduced |
| Smartleaf Asset Management LLC | 4,120 | $765.8K | 0.05% | +1,694+69.8% | Added |
| Future Financial Wealth Managment LLC | 4,079 | $765.5K | 0.48% | +7+0.2% | Added |
| Sumitomo Life Insurance Co | 4,070 | $763.8K | 0.02% | −165−3.9% | Reduced |
| HighPoint Advisor Group LLC | 4,023 | $755.0K | 0.04% | +484+13.7% | Added |
| VestGen Advisors, LLC | 4,022 | $754.8K | 0.03% | +4,022 | New |
| Inspire Advisors, LLC | 4,014 | $753.3K | 0.07% | +229+6.1% | Added |
| Manske Wealth Management | 4,000 | $750.6K | 0.23% | −162−3.9% | Reduced |
| Strathmore Capital Advisors, Inc. | 3,999 | $750.5K | 0.31% | −216−5.1% | Reduced |
| Joel Isaacson & Co., LLC | 3,978 | $746.6K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,958 | $742.7K | 0.03% | −1,129−22.2% | Reduced |
| White Pine Capital LLC | 3,954 | $742.0K | 0.21% | +455+13.0% | Added |
| GKV Capital Management Co., Inc. | 3,920 | $735.7K | 0.29% | +50+1.3% | Added |
| Beacon Investment Advisors LLC | 3,918 | $735.3K | 0.30% | +42+1.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,916 | $734.9K | 0.06% | +345+9.7% | Added |
| IHT Wealth Management, LLC | 3,913 | $734.3K | 0.02% | −121−3.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,910 | $733.8K | 0.03% | +207+5.6% | Added |
| Davenport & Co LLC | 3,898 | $731.5K | 0.00% | −3,620−48.2% | Reduced |
| JDM Financial Group LLC | 3,822 | $717.4K | 0.30% | +465+13.9% | Added |
| Intrua Financial, LLC | 3,789 | $711.0K | 0.08% | +1,701+81.5% | Added |
| Summit Financial, LLC | 3,765 | $706.5K | 0.01% | −10−0.3% | Reduced |
| Tobias Financial Advisors, Inc. | 3,747 | $703.2K | 0.11% | −29−0.8% | Reduced |
| RS Crum Inc. | 3,726 | $699.3K | 0.16% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,712 | $696.6K | 0.05% | −20−0.5% | Reduced |
| Savant Capital, LLC | 3,707 | $695.8K | 0.00% | +10+0.3% | Added |
| Pallas Capital Advisors LLC | 3,702 | $694.8K | 0.03% | −84−2.2% | Reduced |
| L2 Asset Management, LLC | 3,697 | $693.8K | 0.10% | +399+12.1% | Added |
| Alteri Wealth LLC | 3,620 | $679.4K | 0.23% | +251+7.5% | Added |
| Sunbelt Securities, Inc. | 3,599 | $675.4K | 0.05% | −345−8.7% | Reduced |
| Rothschild Investment LLC | 3,595 | $674.7K | 0.04% | +6+0.2% | Added |
| Nabity-Jensen Investment Management Inc | 3,590 | $673.7K | 0.47% | −475−11.7% | Reduced |
| Autumn Glory Partners, LLC | 3,585 | $672.8K | 0.28% | 00.0% | Unchanged |
| Wealth Alliance | 3,583 | $672.3K | 0.07% | −262−6.8% | Reduced |
| Bearing Point Capital, LLC | 3,572 | $670.4K | 0.12% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 3,532 | $662.9K | 0.00% | −127,147−97.3% | Reduced |
| Schulhoff & Co Inc | 3,531 | $662.7K | 0.28% | −33−0.9% | Reduced |
| Sagespring Wealth Partners, LLC | 3,465 | $650.3K | 0.01% | +338+10.8% | Added |
| Purkiss Capital Advisors LLC | 3,459 | $649.1K | 0.31% | +253+7.9% | Added |
| Sage Mountain Advisors LLC | 3,386 | $635.4K | 0.04% | +469+16.1% | Added |
| Yoffe Investment Management, LLC | 3,383 | $634.9K | 0.83% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,376 | $633.6K | 0.02% | +80+2.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,300 | $619.3K | 0.16% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 3,285 | $616.0K | 0.02% | +3,285 | New |
| Prime Capital Investment Advisors, LLC | 3,250 | $609.8K | 0.01% | −54−1.6% | Reduced |
| Premier Path Wealth Partners, LLC | 3,245 | $608.9K | 0.08% | +13+0.4% | Added |
| TTP Investments, Inc. | 3,275 | $605.8K | 0.18% | −184−5.3% | Reduced |
| Reuter James Wealth Management, LLC | 3,225 | $605.2K | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,205 | $601.5K | 0.02% | −1,076−25.1% | Reduced |
| United Advisor Group, LLC | 3,205 | $601.5K | 0.08% | +37+1.2% | Added |
| WealthTrust Axiom LLC | 3,200 | $600.5K | 0.16% | 00.0% | Unchanged |
| Groupama Asset Managment | 3,169 | $594.7K | 0.01% | −6,899−68.5% | Reduced |
| Cigna Investments Inc | 3,137 | $589.0K | 0.08% | 00.0% | Unchanged |
| Argentarii, LLC | 3,134 | $588.2K | 0.25% | −658−17.4% | Reduced |
| First Dallas Securities Inc. | 3,100 | $581.8K | 0.22% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 3,100 | $581.8K | 0.02% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 3,100 | $581.8K | 0.27% | 00.0% | Unchanged |
| Spire Wealth Management | 3,084 | $578.8K | 0.02% | −2,930−48.7% | Reduced |
| Arete Wealth Advisors, LLC | 3,059 | $573.0K | 0.04% | +144+4.9% | Added |
| Capital Investment Advisors, LLC | 3,049 | $572.1K | 0.01% | +19+0.6% | Added |
| Diversify Wealth Management, LLC | 3,214 | $567.8K | 0.03% | +168+5.5% | Added |
| Mather Group, LLC. | 3,023 | $567.3K | 0.01% | +7+0.2% | Added |
| GWN Securities Inc. | 2,990 | $564.7K | 0.13% | −806−21.2% | Reduced |
| Pitcairn Co | 3,005 | $563.9K | 0.04% | −700−18.9% | Reduced |
| Merrion Investment Management Co, LLC | 3,000 | $563.0K | 0.32% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,000 | $563.0K | 0.10% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3,000 | $563.0K | 0.08% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,997 | $562.5K | 0.03% | +61+2.1% | Added |
| Rakuten Investment Management, Inc. | 4,796 | $561.3K | 0.00% | +4,796 | New |
| Ofi Invest Asset Management | 3,512 | $560.9K | 0.01% | −240−6.4% | Reduced |
| Adams Wealth Management | 2,988 | $560.8K | 0.12% | −493−14.2% | Reduced |
| CacheTech Inc. | 2,988 | $560.8K | 0.11% | −493−14.2% | Reduced |
| Welch Group, LLC | 2,976 | $558.4K | 0.02% | +4+0.1% | Added |
| Strategic Advocates LLC | 2,947 | $553.1K | 0.14% | +92+3.2% | Added |
| ORG Wealth Partners, LLC | 2,939 | $552.2K | 0.12% | −36−1.2% | Reduced |
| First National Bank Sioux Falls | 2,935 | $550.8K | 0.17% | −6−0.2% | Reduced |
| Fulcrum Capital LLC | 2,929 | $549.7K | 0.11% | +237+8.8% | Added |
| Brighton Jones LLC | 2,925 | $549.0K | 0.01% | +679+30.2% | Added |
| Market Street Wealth Management Advisors LLC | 2,913 | $546.8K | 0.09% | −44−1.5% | Reduced |