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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, Q4 2025

Institutional positions in Simon Property Group Inc. as of Dec 31, 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
1,289
+87 vs. Q3 2025
Shares held
293.6M
+3.72M (+1.3%) vs. Q3 2025
Total value
$54.3B
−$33.1M (−0.1%) vs. Q3 2025
New holders
162
496 more added
Sold out
75
412 more reduced

19 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 1,289 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 heldQ4 2025: $54.3B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q3 2025.

Institutions holding SPG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Kingdom Financial Group LLC.1$1640.00%+1New
ROSS\JOHNSON & Associates LLC1$1850.00%00.0%Unchanged
Stone House Investment Management, LLC1$1850.00%+1New
United Financial Planning Group LLC1$1850.00%+1New
Redwood Park Advisors LLC1$1860.00%00.0%Unchanged
NorthAvenue LLC1$1860.00%+1New
Godfrey Financial Associates, Inc.2$3700.00%+2New
Arcadia Investment Management Corp2$3710.00%+2New
Union Bancaire Privee, UBP SA39,366$3740.00%+7,266+22.6%Added
E Fund Management (Hong Kong) Co., Ltd.2$3820.00%00.0%Unchanged
Ameriflex Group, Inc.3$5550.00%−3−50.0%Reduced
Luken Investment Analytics, LLC3$5550.00%+3New
Breakwater Investment Management3$5560.00%00.0%Unchanged
Toth Financial Advisory Corp3$5560.00%+3New
Optima Capital LLC4$7400.00%+4New
Copia Wealth Management5$9260.00%00.0%Unchanged
Signature Resources Capital Management, LLC5$9260.00%+5New
Three Bearings Fiduciary Advisors, Inc.5$9570.00%+5New
Mascoma Wealth Management LLC7$1.30K0.00%+7New
American Capital Advisory, LLC8$1.48K0.00%+3+60.0%Added
Elevated Capital Advisors, LLC8$1.48K0.00%+8New
Princeton Global Asset Management LLC10$1.85K0.00%00.0%Unchanged
Quaker Wealth Management, LLC10$1.85K0.00%+1+11.1%Added
Ogorek Anthony Joseph14$2.00K0.00%−16−53.3%Reduced
Rialto Wealth Management, LLC11$2.04K0.00%−4−26.7%Reduced
RMG Wealth Management LLC11$2.05K0.00%+11New
Alerus Financial NA12$2.22K0.00%00.0%Unchanged
NVWM, LLC12$2.22K0.00%+2+20.0%Added
Gilpin Wealth Management, LLC12$2.22K0.00%+12New
SJS Investment Consulting Inc.12$2.23K0.00%+12New
Wealth Watch Advisors, INC13$2.41K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.15$2.78K0.00%00.0%Unchanged
Caldwell Trust Co15$2.78K0.00%00.0%Unchanged
Clark Wealth Partners15$2.78K0.00%00.0%Unchanged
Nemes Rush Group LLC15$2.78K0.00%+15New
S&T Bank16$2.96K0.00%−11−40.7%Reduced
Horizon Financial Services, LLC16$2.96K0.00%+4+33.3%Added
Crewe Advisors LLC16$2.96K0.00%+16New
Motiv8 Investments LLC14$3.00K0.00%+14New
IFC & Insurance Marketing, Inc.18$3.00K0.00%+18New
Retirement Wealth Solutions LLC17$3.07K0.00%+1+6.3%Added
Medallion Wealth Advisors, LLC17$3.11K0.00%00.0%Unchanged
Darwin Advisors, LLC17$3.15K0.00%00.0%Unchanged
Costello Asset Management, INC17$3.15K0.00%00.0%Unchanged
Bare Financial Services, Inc17$3.15K0.00%00.0%Unchanged
McIlrath & Eck, LLC18$3.33K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC18$3.33K0.00%00.0%Unchanged
Davis Capital Management19$3.52K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.20$3.70K0.00%−38−65.5%Reduced
Clayton Financial Group LLC20$3.70K0.00%+20New
Groesbeck Investment Management Corp20$4.00K0.01%+20New
Archer Investment Corp22$4.04K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.22$4.07K0.00%+19+633.3%Added
HM Payson & Co22$4.07K0.00%00.0%Unchanged
Red Tortoise LLC23$4.26K0.00%00.0%Unchanged
POM Investment Strategies, LLC23$4.26K0.00%+23New
Crews Bank & Trust25$4.63K0.00%+25New
Quest Partners LLC26$4.81K0.00%−2,246−98.9%Reduced
CBIZ Investment Advisory Services, LLC26$4.81K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC27$5.00K0.00%−4,349−99.4%Reduced
Principia Wealth Advisory, LLC27$5.00K0.00%+3+12.5%Added
Strategic Investment Solutions, Inc.27$5.04K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.28$5.14K0.00%−4−12.5%Reduced
Imprint Wealth LLC28$5.18K0.02%−52−65.0%Reduced
Fairman Group, LLC28$5.18K0.00%+28New
Addison Advisors LLC28$5.18K0.00%00.0%Unchanged
Country Trust Bank29$5.37K0.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC30$5.55K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC31$5.74K0.00%00.0%Unchanged
Highline Wealth Partners LLC33$6.04K0.00%−4,833−99.3%Reduced
First Command Advisory Services, Inc.33$6.11K0.00%+26+371.4%Added
American National Bank37$6.85K0.00%+12+48.0%Added
T. Rowe Price Investment Management, Inc.37$7.00K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.38$7.03K0.00%00.0%Unchanged
IMA Wealth, Inc.38$7.03K0.00%+33+660.0%Added
N.E.W. Advisory Services LLC40$7.40K0.00%00.0%Unchanged
Adirondack Trust Co40$7.40K0.00%00.0%Unchanged
Jessup Wealth Management, Inc40$7.40K0.00%+40New
South State Corp.40$7.41K0.00%−12−23.1%Reduced
MJT & Associates Financial Advisory Group, Inc.41$7.59K0.01%00.0%Unchanged
Creative Capital Management Investments LLC41$7.59K0.00%+8+24.2%Added
Independence Bank of Kentucky41$7.59K0.00%+16+64.0%Added
Dunhill Financial, LLC42$7.77K0.00%+14+50.0%Added
Raffa Wealth Management, LLC42$7.78K0.00%−73−63.5%Reduced
JFS Wealth Advisors, LLC44$8.14K0.00%00.0%Unchanged
Gold Investment Management Ltd.45$8.33K0.00%00.0%Unchanged
Cornerstone Financial Management LLC47$8.70K0.01%+47New
Orion Capital Management LLC47$8.75K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC48$8.89K0.00%00.0%Unchanged
Aspect Partners, LLC48$8.89K0.00%+5+11.6%Added
Leonteq Securities AG49$9.07K0.00%−60−55.0%Reduced
Bangor Savings Bank50$9.26K0.00%00.0%Unchanged
Colonial Trust Advisors50$9.26K0.00%00.0%Unchanged
Financial Perspectives, Inc52$9.56K0.00%00.0%Unchanged
Wall Street Access Asset Management, LLC52$9.63K0.00%00.0%Unchanged
Oakworth Capital, Inc.52$9.63K0.00%00.0%Unchanged
Financial Consulate, Inc52$9.68K0.00%+25+92.6%Added
Anfield Capital Management, LLC53$9.81K0.00%00.0%Unchanged
LOM Asset Management Ltd55$10.2K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC56$10.4K0.02%00.0%Unchanged