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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, Q2 2026

Institutional positions in Simon Property Group Inc. as of Jun 30, 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
1,363
+69 vs. Q1 2026
Shares held
303.0M
+10.5M (+3.6%) vs. Q1 2026
Total value
$67.7B
+$13.2B (+24.2%) vs. Q1 2026
New holders
163
519 more added
Sold out
94
466 more reduced

18 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 1,363 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 heldQ2 2026: $67.7B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q1 2026.

Institutions holding SPG in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.3$00.00%+3New
Measured Wealth Private Client Group, LLC0$560.00%0Unchanged
Kingdom Financial Group LLC.1$2020.00%−108−99.1%Reduced
Redwood Park Advisors LLC1$2240.00%00.0%Unchanged
Highland Investment Advisors LLC1$2240.00%+1New
Godfrey Financial Associates, Inc.2$4470.00%00.0%Unchanged
Stone House Investment Management, LLC2$4470.00%+1+100.0%Added
ROSS\JOHNSON & Associates LLC2$4470.01%+1+100.0%Added
Buck Wealth Strategies, LLC2$4470.00%+2New
Downshift Financial, LLC2$4470.00%+2New
3 Factor Indexing, LLC2$4480.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC3$6710.00%−6−66.7%Reduced
Tidemark, LLC3$6710.00%00.0%Unchanged
Breakwater Investment Management3$6710.00%00.0%Unchanged
Mosley Wealth Management3$6710.00%+3New
Strengthening Families & Communities, LLC4$8950.00%+4New
Provenance Wealth Advisors, LLC4$8950.00%+4New
Pin Oak Investment Advisors Inc6$1.00K0.00%+6New
Signature Resources Capital Management, LLC5$1.12K0.00%00.0%Unchanged
Three Bearings Fiduciary Advisors, Inc.5$1.12K0.00%00.0%Unchanged
Asset Dedication, LLC6$1.34K0.00%+3+100.0%Added
Northstar Asset Management LLC7$1.61K0.00%+7New
Elevated Capital Advisors, LLC8$1.79K0.00%00.0%Unchanged
FWL Investment Management, LLC8$1.79K0.00%+8New
Washington Trust Advisors, Inc.9$2.01K0.00%00.0%Unchanged
Quaker Wealth Management, LLC10$2.24K0.00%00.0%Unchanged
Silicon Valley Capital Partners10$2.29K0.00%00.0%Unchanged
RMG Wealth Management LLC11$2.43K0.00%00.0%Unchanged
Mascoma Wealth Management LLC11$2.46K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC11$2.46K0.00%+11New
CBIZ Investment Advisory Services, LLC14$2.61K0.00%00.0%Unchanged
Gilpin Wealth Management, LLC12$2.68K0.00%00.0%Unchanged
Alerus Financial NA12$2.68K0.00%00.0%Unchanged
Golden State Equity Partners13$2.91K0.01%−9,458−99.9%Reduced
NVWM, LLC13$2.91K0.00%+1+8.3%Added
Ogorek Anthony Joseph14$3.00K0.00%00.0%Unchanged
Independence Bank of Kentucky15$3.35K0.00%−10−40.0%Reduced
Nemes Rush Group LLC15$3.35K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.15$3.35K0.00%00.0%Unchanged
American Capital Advisory, LLC15$3.35K0.00%+1+7.1%Added
S&T Bank16$3.58K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC16$3.58K0.00%00.0%Unchanged
GoalVest Advisory LLC16$3.58K0.00%+16New
Darwin Advisors, LLC17$3.80K0.00%00.0%Unchanged
Costello Asset Management, INC17$3.80K0.00%00.0%Unchanged
Groesbeck Investment Management Corp20$4.00K0.01%00.0%Unchanged
Medallion Wealth Advisors, LLC18$4.06K0.00%+1+5.9%Added
HGK Asset Management Inc19$4.25K0.00%−39,962−100.0%Reduced
Smallwood Wealth Investment Management, LLC20$4.47K0.00%−10−33.3%Reduced
Country Trust Bank20$4.47K0.00%−9−31.0%Reduced
Strategic Wealth Partners, Ltd.20$4.47K0.00%−2−9.1%Reduced
Clark Wealth Partners20$4.47K0.00%00.0%Unchanged
Planning Strategies Inc.21$4.70K0.00%+21New
HM Payson & Co22$4.92K0.00%00.0%Unchanged
Archer Investment Corp22$4.99K0.00%00.0%Unchanged
TSFG, LLC22$5.00K0.00%+22New
Retirement Wealth Solutions LLC23$5.08K0.00%00.0%Unchanged
POM Investment Strategies, LLC23$5.14K0.01%00.0%Unchanged
Morse Asset Management, Inc23$5.14K0.00%+11+91.7%Added
Cullen/Frost Bankers, Inc.23$5.25K0.00%−123−84.2%Reduced
Burk Holdings LLC24$5.37K0.00%00.0%Unchanged
Marshall Investment Management, LLC24$5.37K0.00%+24New
Crews Bank & Trust25$5.59K0.00%00.0%Unchanged
Davis Capital Management25$5.59K0.00%+6+31.6%Added
SJS Investment Consulting Inc.25$5.63K0.00%−4−13.8%Reduced
Plante Moran Financial Advisors, LLC27$6.04K0.00%+27New
Strategic Investment Solutions, Inc.28$6.23K0.00%00.0%Unchanged
IMA Wealth, Inc.28$6.26K0.00%−10−26.3%Reduced
Imprint Wealth LLC28$6.26K0.03%00.0%Unchanged
Fairman Group, LLC28$6.26K0.00%00.0%Unchanged
Addison Advisors LLC28$6.27K0.00%00.0%Unchanged
Park Square Financial Group, LLC30$6.71K0.06%−7−18.9%Reduced
Mark Sheptoff Financial Planning, LLC31$6.93K0.00%00.0%Unchanged
Ameriflex Group, Inc.31$6.93K0.00%+26+520.0%Added
NBH Bank31$6.93K0.00%+31New
Rialto Wealth Management, LLC31$6.93K0.00%+7+29.2%Added
Crewe Advisors LLC35$7.83K0.00%−29−45.3%Reduced
MJT & Associates Financial Advisory Group, Inc.35$7.83K0.01%−6−14.6%Reduced
Principia Wealth Advisory, LLC35$7.83K0.00%+6+20.7%Added
Signature Equity Partners, LLC38$8.40K0.00%−83−68.6%Reduced
Jackson, Grant Investment Advisers, Inc.38$8.50K0.00%00.0%Unchanged
Adirondack Trust Co40$8.95K0.00%00.0%Unchanged
Creative Capital Management Investments LLC41$9.17K0.00%00.0%Unchanged
Gold Investment Management Ltd.45$10.1K0.00%00.0%Unchanged
Financial Perspectives, Inc46$10.2K0.00%−6−11.5%Reduced
South State Corp.46$10.3K0.00%+9+24.3%Added
Raffa Wealth Management, LLC48$10.7K0.00%+6+14.3%Added
Ritter Daniher Financial Advisory LLC48$10.7K0.00%00.0%Unchanged
Dunhill Financial, LLC48$10.8K0.00%+6+14.3%Added
Leonteq Securities AG49$11.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC49$11.0K0.00%+5+11.4%Added
Compass Financial Management LLC49$11.0K0.00%+49New
Allied Private Wealth LLC51$11.2K0.01%+51New
Aspect Partners, LLC50$11.2K0.00%+1+2.0%Added
Kilter Group LLC50$11.2K0.00%−4−7.4%Reduced
Bangor Savings Bank50$11.2K0.00%00.0%Unchanged
Colonial Trust Advisors50$11.2K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC51$11.4K0.00%+20+64.5%Added
Pittenger & Anderson Inc52$11.6K0.00%00.0%Unchanged
Oakworth Capital, Inc.52$11.6K0.00%00.0%Unchanged