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Livermore
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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, Q1 2026

Institutional positions in Simon Property Group Inc. as of Mar 31, 2026. 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
1,312
+43 vs. Q4 2025
Shares held
292.9M
+52.7M (+21.9%) vs. Q4 2025
Total value
$54.6B
+$10.2B (+22.9%) vs. Q4 2025
New holders
125
513 more added
Sold out
82
447 more reduced

20 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 1,312 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 heldQ1 2026: $54.6B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q4 2025.

Institutions holding SPG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
NCM Capital Management, LLC1,133$211.4K0.08%+3+0.3%Added
Laffer Tengler Investments1,137$212.1K0.03%−260−18.6%Reduced
Skyline Advisors, Inc.1,139$212.5K0.07%+13+1.2%Added
Howard Capital Management Inc.1,142$213.0K0.00%−1,044−47.8%Reduced
Longboard Asset Management, LP1,149$214.3K3.70%00.0%Unchanged
Stock Yards Bank & Trust Co1,150$214.5K0.01%−48−4.0%Reduced
Harvest Fund Management Co., Ltd1,151$215.0K0.01%−295−20.4%Reduced
Quad-Cities Investment Group, LLC1,158$216.0K0.09%+14+1.2%Added
Lake Street Financial LLC1,161$216.6K0.03%+13+1.1%Added
COFG Advisors, LLC1,165$217.4K0.05%+13+1.1%Added
Biltmore Wealth Management, LLC1,166$217.6K0.08%+13+1.1%Added
Fortis Capital Advisors, LLC1,166$217.6K0.03%+54+4.9%Added
Haverford Trust Co1,171$218.4K0.00%00.0%Unchanged
Osmosis Investment Management UK Ltd1,174$219.0K0.01%−33,044−96.6%Reduced
Black Diamond Financial, LLC1,175$219.2K0.02%+4+0.3%Added
Flputnam Investment Management Co1,183$220.7K0.00%−36−3.0%Reduced
Hilltop National Bank1,193$222.5K0.05%00.0%Unchanged
GW Henssler & Associates Ltd1,193$222.5K0.01%+3+0.3%Added
Hilton Head Capital Partners, LLC1,196$223.1K0.13%+8+0.7%Added
Bullock Wealth Management Group1,187$223.3K0.11%+11+0.9%Added
Chancellor Financial Group WB LP1,198$223.5K0.16%−12−1.0%Reduced
DV Trading LLC1,200$223.8K0.02%+1,200New
Eurizon SLJ Capital Ltd1,202$224.2K0.11%+311+34.9%Added
Central Trust Co1,203$224.4K0.00%−2−0.2%Reduced
Morningstar Investment Management LLC1,205$224.8K0.01%00.0%Unchanged
MCF Advisors LLC1,206$225.0K0.01%+1,128+1,446.2%Added
Visionary Wealth Advisors1,208$225.3K0.01%+6+0.5%Added
Wealthspire Advisors, LLC1,224$228.3K0.00%−987−44.6%Reduced
Home Federal Bank of Tennessee1,225$228.5K0.06%+1,225New
E Fund Management Co., Ltd.1,227$228.9K0.01%+1,227New
Abel Hall, LLC1,231$229.6K0.05%+1,231New
Basecamp Wealth Advisors LLC1,236$230.5K0.05%+3+0.2%Added
Laurel Oak Wealth Management, LLC1,236$230.6K0.04%+17+1.4%Added
Kathmere Capital Management, LLC1,237$230.7K0.01%+30+2.5%Added
Ridgewood Investments LLC1,238$230.9K0.09%+1,238New
Cornerstone Advisory, LLC1,239$231.1K0.02%+13+1.1%Added
Cambient Family Office, LLC1,241$231.5K0.03%+1,241New
EPG Wealth Management LLC1,254$233.9K0.06%00.0%Unchanged
SlateStone Wealth, LLC1,259$235.0K0.02%−194−13.4%Reduced
Activest Wealth Management1,260$235.0K0.04%+313+33.1%Added
Phoenix Holdings Ltd.1,278$238.2K0.00%−1,514−54.2%Reduced
StoneX Group Inc.1,278$238.5K0.01%−251−16.4%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,285$239.7K0.00%−50−3.7%Reduced
Alta Advisers Ltd1,285$239.7K0.09%00.0%Unchanged
Sittner & Nelson, LLC1,294$241.4K0.09%00.0%Unchanged
Ausdal Financial Partners, Inc.1,296$241.8K0.01%+7+0.5%Added
Baker Avenue Asset Management, LP1,297$241.9K0.01%−30−2.3%Reduced
Essex Savings Bank1,303$243.0K0.05%−103−7.3%Reduced
SmartHarvest Portfolios, LLC1,303$243.1K0.10%−512−28.2%Reduced
BW Gestao de Investimentos Ltda.1,304$243.2K0.01%+1,304New
Leo Wealth, LLC1,309$244.1K0.02%−22−1.7%Reduced
MASTERINVEST Kapitalanlage GmbH1,310$244.4K0.03%00.0%Unchanged
Koshinski Asset Management, Inc.1,313$244.9K0.02%+4+0.3%Added
NorthRock Partners, LLC1,317$245.8K0.00%−355−21.2%Reduced
NorthCrest Asset Manangement, LLC1,321$249.2K0.01%−471−26.3%Reduced
Ameritas Advisory Services, LLC1,338$249.5K0.01%−1,115−45.5%Reduced
Catalyst Funds Management Pty Ltd1,338$249.6K0.04%+1,338New
Moors & Cabot, Inc.1,339$249.8K0.01%−9−0.7%Reduced
Armis Advisers, LLC1,250$250.8K0.02%−103−7.6%Reduced
Versant Capital Management, Inc1,346$251.1K0.02%+276+25.8%Added
Proficio Capital Partners LLC1,347$251.3K0.01%+6+0.4%Added
Silver Lake Group, L.L.C.1,350$251.8K0.01%00.0%Unchanged
Great Lakes Advisors, LLC1,353$252.4K0.00%+11+0.8%Added
Patton Fund Management, Inc.1,355$252.7K0.04%+126+10.3%Added
Hantz Financial Services, Inc.1,361$254.0K0.00%+350+34.6%Added
Canopy Partners, LLC1,364$254.4K0.09%+128+10.4%Added
LMG Wealth Partners, LLC1,366$254.8K0.05%00.0%Unchanged
4WEALTH Advisors, Inc.1,398$254.9K0.22%−635−31.2%Reduced
Salem Investment Counselors Inc1,367$255.0K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.1,367$255.0K0.00%+48+3.6%Added
Xxi Wealth, LLC1,368$255.2K0.14%−15−1.1%Reduced
Cidel Asset Management Inc1,370$255.6K0.01%+201+17.2%Added
Lafayette Investments, Inc.1,375$256.5K0.05%−350−20.3%Reduced
Silvercrest Asset Management Group LLC1,382$257.8K0.00%−262−15.9%Reduced
Smithfield Trust Co1,382$258.0K0.01%00.0%Unchanged
Vicus Capital1,390$259.2K0.02%+5+0.4%Added
Sagewood Asset Management LP1,392$259.6K0.08%+1,392New
Parkside Financial Bank & Trust1,396$260.4K0.02%+9+0.6%Added
Purus Wealth Management, LLC1,415$264.0K0.08%+1,415New
Barry Investment Advisors, LLC1,417$264.4K0.06%00.0%Unchanged
EJMK Ventures LLC1,418$264.4K0.15%−407−22.3%Reduced
111 Capital1,429$266.6K0.07%+1,429New
Calamos Wealth Management LLC1,439$268.4K0.01%+25+1.8%Added
Calamos Advisors LLC1,439$268.4K0.00%+1,439New
Harbour Investments, Inc.1,441$268.9K0.00%+891+162.0%Added
Providence First Trust Co1,444$269.3K0.09%+347+31.6%Added
State of Wyoming1,446$269.7K0.03%+1,015+235.5%Added
MRP Capital Investments, LLC1,450$270.5K0.24%00.0%Unchanged
Washington Trust Co1,454$271.2K0.01%00.0%Unchanged
Alliance Wealth Advisors, LLC1,462$272.7K0.06%−212−12.7%Reduced
Massmutual Trust Co FSB1,462$272.7K0.01%−120−7.6%Reduced
Murphy Pohlad Asset Management LLC1,466$273.5K0.10%00.0%Unchanged
Schwarz Dygos Wheeler Investment Advisors LLC1,468$273.8K0.06%00.0%Unchanged
Ostrum Asset Management1,483$276.6K0.02%+986+198.4%Added
Promethium Advisors,llc1,484$276.8K0.14%−760−33.9%Reduced
Simon Quick Advisors, LLC1,487$277.4K0.01%+1,487New
Howard Capital Management Group, LLC1,490$277.9K0.02%00.0%Unchanged
Conning Inc.1,494$278.7K0.01%−239−13.8%Reduced
Alta Wealth Advisors LLC1,497$279.2K0.09%+32+2.2%Added
Meridian Wealth Management, LLC1,497$279.6K0.01%−189−11.2%Reduced