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Livermore
ZHEN

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, 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
WealthTrust Axiom LLC3,200$592.4K0.15%00.0%Unchanged
Ofi Invest Asset Management3,729$587.7K0.01%+217+6.2%Added
Warren Averett Asset Management, LLC3,167$586.2K0.00%+636+25.1%Added
Triad Wealth Partners, LLC3,160$584.9K0.06%+410+14.9%Added
Cigna Investments Inc3,137$581.0K0.08%00.0%Unchanged
Argentarii, LLC3,134$580.2K0.20%00.0%Unchanged
Welch Group, LLC3,116$576.8K0.02%+140+4.7%Added
HBK Sorce Advisory LLC2,878$574.5K0.01%+69+2.5%Added
Capital Investment Advisors, LLC3,102$574.2K0.01%+53+1.7%Added
First Dallas Securities Inc.3,100$573.8K0.21%00.0%Unchanged
Cohen Klingenstein LLC3,100$573.8K0.02%00.0%Unchanged
Cheviot Value Management, LLC3,065$563.2K0.06%00.0%Unchanged
Oxford Financial Group Ltd3,038$562.3K0.03%+41+1.4%Added
New England Research & Management, Inc.3,010$557.2K0.24%−90−2.9%Reduced
Merrion Investment Management Co, LLC3,000$555.3K0.30%00.0%Unchanged
Westover Capital Advisors, LLC3,000$555.3K0.10%00.0%Unchanged
Roble, Belko & Company, Inc3,000$555.0K0.07%00.0%Unchanged
TD Private Client Wealth LLC2,980$551.6K0.01%+119+4.2%Added
EverSource Wealth Advisors, LLC2,952$546.6K0.02%+96+3.4%Added
TD Waterhouse Canada Inc.2,949$545.9K0.00%+142+5.1%Added
ORG Wealth Partners, LLC2,941$545.2K0.13%+2+0.1%Added
Mutual Advisors, LLC2,944$545.0K0.01%00.0%Unchanged
Rexford Capital Inc2,943$544.8K0.41%+230+8.5%Added
First National Bank Sioux Falls2,935$543.3K0.16%00.0%Unchanged
Fulcrum Capital LLC2,929$542.2K0.11%00.0%Unchanged
Market Street Wealth Management Advisors LLC2,923$541.1K0.08%+10+0.3%Added
McMahon Financial Advisors, LLC2,898$536.4K0.11%00.0%Unchanged
Adams Wealth Management2,866$530.5K0.11%−122−4.1%Reduced
Magnolia Capital Advisors LLC2,828$523.5K0.11%+2,828New
Mogy Joel R Investment Counsel Inc2,825$522.9K0.03%00.0%Unchanged
Nilsine Partners, LLC2,825$522.9K0.05%+224+8.6%Added
Savvy Advisors, Inc.2,818$521.7K0.02%+1,359+93.1%Added
Element Wealth, LLC2,804$519.0K0.21%+20+0.7%Added
Pinnacle Financial Partners, Inc.2,792$518.0K0.00%+2,792New
IFP Advisors, Inc2,795$517.4K0.01%−410−12.8%Reduced
Phoenix Holdings Ltd.2,792$516.4K0.01%+2,792New
Fideuram - Intesa Sanpaolo Private Banking S.P.A.2,785$515.5K0.02%+2,785New
TownSquare Capital, LLC2,781$514.8K0.12%+356+14.7%Added
Lantern Wealth Advisors, LLC2,775$513.7K0.27%00.0%Unchanged
Ghe, LLC2,756$510.2K0.17%+2,756New
William Allan, LLC2,754$509.8K0.29%+10+0.4%Added
Strategic Advocates LLC2,728$509.7K0.13%−219−7.4%Reduced
Western Financial Corp2,749$508.9K0.20%+70+2.6%Added
International Assets Investment Management, LLC2,745$508.1K0.03%−95−3.3%Reduced
Rehmann Capital Advisory Group2,727$505.0K0.03%+499+22.4%Added
Journey Strategic Wealth LLC2,717$503.0K0.01%−76−2.7%Reduced
Gables Capital Management Inc.2,715$502.6K0.21%−25−0.9%Reduced
Ascent Group, LLC2,714$502.4K0.02%+267+10.9%Added
Stephens Inc2,708$501.3K0.01%−161−5.6%Reduced
Wealthcare Advisory Partners LLC2,701$500.0K0.01%+41+1.5%Added
Oak Grove Capital LLC2,700$499.8K0.10%00.0%Unchanged
Fisher Asset Management, LLC2,680$496.1K0.00%+459+20.7%Added
Brown, Lisle/Cummings, Inc.2,663$492.9K0.12%+130+5.1%Added
Daymark Wealth Partners, LLC2,660$492.4K0.02%+54+2.1%Added
American Investment Services, Inc.2,656$491.7K0.11%00.0%Unchanged
Longfellow Investment Management Co LLC2,648$490.2K0.11%00.0%Unchanged
Lazari Capital Management, Inc.2,636$487.9K0.16%−109−4.0%Reduced
Paradigm Asset Management Co LLC2,635$487.8K0.11%−100−3.7%Reduced
Bluefin Capital Management, LLC2,600$481.3K0.14%+2,600New
Turtle Creek Wealth Advisors, LLC2,578$477.2K0.04%+326+14.5%Added
Schnieders Capital Management, LLC.2,577$477.0K0.07%00.0%Unchanged
CWA Asset Management Group, LLC2,575$476.7K0.02%+323+14.3%Added
Octavia Wealth Advisors, LLC2,558$473.2K0.05%−33−1.3%Reduced
Livforsakringsbolaget Skandia, Omsesidigt2,554$472.8K0.02%00.0%Unchanged
Gryphon Financial Partners LLC2,550$472.0K0.05%+418+19.6%Added
Asset Planning,Inc2,535$469.3K0.33%00.0%Unchanged
Martingale Asset Management L P2,535$469.3K0.01%+2,535New
Moody Lynn & Lieberson, LLC2,527$467.8K0.02%+10.0%Added
EP Wealth Advisors, LLC2,520$466.6K0.00%+2,520New
Manchester Financial Inc2,511$464.8K0.09%00.0%Unchanged
Financial Sense Advisors, Inc.2,500$462.8K0.09%00.0%Unchanged
Rossmore Private Capital2,500$462.8K0.04%00.0%Unchanged
Sage Investment Advisers LLC2,495$461.9K0.35%+2,495New
Fidelis Capital Partners, LLC2,489$460.7K0.03%+145+6.2%Added
Lederer & Associates Investment Counsel2,487$460.0K0.31%−52−2.0%Reduced
Ameritas Advisory Services, LLC2,453$454.0K0.02%+2,068+537.1%Added
Stratos Wealth Partners, LTD.2,435$450.8K0.01%+10+0.4%Added
Kovack Advisors, Inc.2,433$450.3K0.02%+712+41.4%Added
Embree Financial Group2,414$446.8K0.05%+56+2.4%Added
Manchester Capital Management LLC2,412$446.5K0.06%+61+2.6%Added
Wesbanco Bank Inc2,411$446.3K0.01%+335+16.1%Added
Tiaa Trust, National Association2,401$444.4K0.00%+627+35.3%Added
Silverleafe Capital Partners, LLC2,400$444.3K0.13%00.0%Unchanged
Bramshill Investments, LLC2,400$444.3K0.03%00.0%Unchanged
Carmel Capital Partners, LLC2,379$440.4K0.15%00.0%Unchanged
Affinity Wealth Management LLC2,372$439.1K0.06%00.0%Unchanged
Robertson Stephens Wealth Management, LLC2,371$438.9K0.01%−12−0.5%Reduced
Larson Financial Group LLC2,367$438.2K0.01%−3,542−59.9%Reduced
Great Valley Advisor Group, Inc.2,360$436.9K0.01%+52+2.3%Added
Phocas Financial Corp.2,355$435.9K0.06%−21−0.9%Reduced
Bragg Financial Advisors, Inc2,351$435.2K0.01%+183+8.4%Added
Titleist Asset Management, LLC2,338$432.8K0.03%+4+0.2%Added
Gallagher Fiduciary Advisors, LLC2,337$432.6K0.01%+6+0.3%Added
Gateway Investment Advisers LLC2,325$430.3K0.00%+270+13.1%Added
Krane Funds Advisors LLC2,316$428.7K0.01%−255−9.9%Reduced
Redhawk Wealth Advisors, Inc.2,305$426.7K0.05%+27+1.2%Added
Chicago Partners Investment Group LLC2,297$424.3K0.01%−97−4.1%Reduced
PFG Investments, LLC2,291$424.1K0.02%+94+4.3%Added
Simplicity Wealth,LLC2,278$421.6K0.03%+471+26.1%Added
Pinnacle Wealth Planning Services, Inc.2,254$417.2K0.04%+6+0.3%Added