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, 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Renaissance Group LLC | 6,262 | $1.40M | 0.06% | −164−2.6% | Reduced |
| Qtron Investments LLC | 6,296 | $1.41M | 0.19% | −974−13.4% | Reduced |
| Novem Group | 6,339 | $1.42M | 0.14% | −292−4.4% | Reduced |
| Arkadios Wealth Advisors | 6,341 | $1.42M | 0.02% | −567−8.2% | Reduced |
| Marino, Stram & Associates LLC | 6,401 | $1.43M | 0.23% | +64+1.0% | Added |
| Davenport & Co LLC | 6,408 | $1.43M | 0.01% | +255+4.1% | Added |
| Ritholtz Wealth Management | 6,424 | $1.44M | 0.02% | +540+9.2% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 6,498 | $1.45M | 0.04% | +6,498 | New |
| Lincluden Management Ltd | 6,537 | $1.46M | 0.14% | −3,280−33.4% | Reduced |
| Sun Life Financial INC | 6,535 | $1.46M | 0.07% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 6,562 | $1.47M | 0.01% | −164−2.4% | Reduced |
| First Pacific Financial | 6,578 | $1.47M | 0.18% | +220+3.5% | Added |
| Commerzbank Aktiengesellschaft | 6,601 | $1.48M | 0.03% | −2,240−25.3% | Reduced |
| Signaturefd, LLC | 6,640 | $1.49M | 0.02% | +119+1.8% | Added |
| Principal Securities, Inc. | 6,642 | $1.49M | 0.02% | −2,833−29.9% | Reduced |
| Knollwood Investment Advisory, LLC | 6,650 | $1.49M | 0.13% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 6,704 | $1.50M | 0.12% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,815 | $1.52M | 0.01% | −2,850−29.5% | Reduced |
| Integrated Wealth Concepts LLC | 6,970 | $1.56M | 0.01% | −2,896−29.4% | Reduced |
| KMG Fiduciary Partners, LLC | 6,972 | $1.56M | 0.14% | +4,542+186.9% | Added |
| Cypress Capital Group | 7,012 | $1.57M | 0.15% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 7,070 | $1.58M | 0.35% | −631−8.2% | Reduced |
| Meadowbrook Wealth Management, LLC | 7,105 | $1.58M | 1.71% | +1,755+32.8% | Added |
| Warren Averett Asset Management, LLC | 7,132 | $1.60M | 0.01% | +3,009+73.0% | Added |
| Yelin Lapidot Holdings Management Ltd. | 7,150 | $1.60M | 0.30% | 00.0% | Unchanged |
| CacheTech Inc. | 7,178 | $1.61M | 0.26% | +2,458+52.1% | Added |
| Fideuram Asset Management (Ireland) dac | 7,561 | $1.63M | 0.03% | −9,546−55.8% | Reduced |
| Portside Wealth Group, LLC | 7,306 | $1.63M | 0.19% | +200+2.8% | Added |
| Everence Capital Management Inc | 7,319 | $1.64M | 0.09% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 7,322 | $1.64M | 0.10% | +7,322 | New |
| Balyasny Asset Management LLC | 7,356 | $1.65M | 0.00% | +341+4.9% | Added |
| Wedmont Private Capital | 7,560 | $1.65M | 0.05% | +279+3.8% | Added |
| Paradigm Asset Management Co LLC | 7,400 | $1.66M | 0.35% | +4,765+180.8% | Added |
| Capital International Sarl | 7,431 | $1.66M | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 7,477 | $1.67M | 0.00% | +254+3.5% | Added |
| Frank, Rimerman Advisors LLC | 7,531 | $1.68M | 0.10% | +32+0.4% | Added |
| Valeo Financial Advisors, LLC | 7,587 | $1.70M | 0.04% | +443+6.2% | Added |
| Bramshill Investments, LLC | 7,631 | $1.71M | 0.13% | +1,409+22.6% | Added |
| Bedel Financial Consulting, Inc. | 7,718 | $1.73M | 0.17% | 00.0% | Unchanged |
| Finivi Inc. | 7,813 | $1.75M | 0.90% | +7,813 | New |
| Wealth Preservation Advisors, LLC | 8,002 | $1.79M | 1.02% | +2,000+33.3% | Added |
| J. Safra Sarasin Holding AG | 9,418 | $1.79M | 0.03% | −13,246−58.4% | Reduced |
| SRS Capital Advisors, Inc. | 8,010 | $1.79M | 0.01% | +6,973+672.4% | Added |
| Siemens Fonds Invest GmbH | 8,022 | $1.79M | 0.09% | −749−8.5% | Reduced |
| Frec Markets, Inc. | 8,031 | $1.80M | 0.16% | +3,458+75.6% | Added |
| Pinnacle Associates Ltd | 8,036 | $1.80M | 0.02% | +564+7.5% | Added |
| Keybank National Association | 8,063 | $1.80M | 0.01% | +790+10.9% | Added |
| Parallax Volatility Advisers, L.P. | 8,150 | $1.82M | 0.07% | +8,150 | New |
| Spire Wealth Management | 8,188 | $1.83M | 0.06% | +4,494+121.7% | Added |
| Family Management Corp | 8,215 | $1.84M | 0.19% | −180−2.1% | Reduced |
| Perigon Wealth Management, LLC | 8,223 | $1.84M | 0.03% | +266+3.3% | Added |
| Stance Capital LLC | 8,248 | $1.84M | 0.56% | +7,908+2,325.9% | Added |
| HB Wealth Management, LLC | 8,313 | $1.86M | 0.01% | +84+1.0% | Added |
| Emergent Wealth Advisors, LLC | 8,473 | $1.88M | 0.98% | +363+4.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,488 | $1.90M | 0.11% | −38−0.4% | Reduced |
| IPG Investment Advisors LLC | 8,509 | $1.90M | 0.27% | +8,509 | New |
| InTrack Investment Management Inc | 8,547 | $1.91M | 0.95% | −24−0.3% | Reduced |
| Coldstream Capital Management Inc | 8,679 | $1.94M | 0.02% | +106+1.2% | Added |
| Clearstead Advisors, LLC | 8,698 | $1.95M | 0.02% | +8,074+1,293.9% | Added |
| Affinity Investment Advisors, LLC | 8,719 | $1.95M | 0.99% | +431+5.2% | Added |
| Global Retirement Partners, LLC | 8,728 | $1.95M | 0.03% | +8,728 | New |
| Cary Street Partners Financial LLC | 8,743 | $1.96M | 0.04% | −718−7.6% | Reduced |
| Securian Asset Management, Inc | 8,564 | $1.96M | 0.07% | −213−2.4% | Reduced |
| Intech Investment Management LLC | 8,777 | $1.96M | 0.02% | −4,885−35.8% | Reduced |
| GAMMA Investing LLC | 8,816 | $1.97M | 0.07% | +796+9.9% | Added |
| Greenleaf Trust | 8,949 | $2.00M | 0.02% | −395−4.2% | Reduced |
| Virtus Investment Advisers, Inc. | 8,956 | $2.00M | 0.47% | +8,956 | New |
| Ossiam | 9,184 | $2.05M | 0.03% | +9,184 | New |
| Hennion & Walsh Asset Management, Inc. | 9,203 | $2.06M | 0.06% | −553−5.7% | Reduced |
| Moran Wealth Management, LLC | 9,219 | $2.06M | 0.06% | −102−1.1% | Reduced |
| Syon Capital LLC | 9,336 | $2.09M | 0.09% | +301+3.3% | Added |
| B&I Capital AG | 9,445 | $2.11M | 4.66% | −59,940−86.4% | Reduced |
| Arbor Capital Management Inc | 9,140 | $2.11M | 2.08% | −1,136−11.1% | Reduced |
| IMC-Chicago, LLC | 9,477 | $2.12M | 0.02% | +9,477 | New |
| Pine Valley Investments Ltd Liability Co | 9,537 | $2.13M | 0.09% | −44−0.5% | Reduced |
| Convergence Investment Partners, LLC | 9,541 | $2.13M | 0.20% | −171−1.8% | Reduced |
| Sowell Financial Services LLC | 9,569 | $2.14M | 0.07% | +348+3.8% | Added |
| North Dakota State Investment Board | 9,634 | $2.15M | 0.09% | +249+2.7% | Added |
| MUFG Securities Americas Inc. | 9,767 | $2.18M | 0.11% | +768+8.5% | Added |
| Cullen Capital Management LLC | 9,821 | $2.20M | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 9,827 | $2.20M | 0.06% | −2,995−23.4% | Reduced |
| Cascade Investment Advisors, Inc. | 9,908 | $2.22M | 1.21% | −325−3.2% | Reduced |
| Mystic Asset Management, Inc. | 9,990 | $2.23M | 0.48% | +23+0.2% | Added |
| Raiffeisen Bank International AG | 9,865 | $2.24M | 0.03% | +255+2.7% | Added |
| Farther Finance Advisors, LLC | 10,056 | $2.25M | 0.02% | +830+9.0% | Added |
| Cascade Financial Partners, LLC | 10,079 | $2.25M | 0.20% | +1,802+21.8% | Added |
| Jeppson Wealth Management, LLC | 10,153 | $2.27M | 0.67% | −11−0.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,158 | $2.27M | 0.04% | +159+1.6% | Added |
| Diligent Investors, LLC | 10,234 | $2.29M | 0.51% | +32+0.3% | Added |
| DRW Securities, LLC | 10,240 | $2.29M | 0.14% | −8,906−46.5% | Reduced |
| Morangie Management LLC | 10,271 | $2.30M | 1.91% | −10.0% | Reduced |
| Meeder Advisory Services, Inc. | 10,296 | $2.30M | 0.08% | +279+2.8% | Added |
| Brown Brothers Harriman & Co | 10,346 | $2.31M | 0.01% | +4,075+65.0% | Added |
| Apollon Wealth Management, LLC | 10,357 | $2.32M | 0.03% | +1,807+21.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,398 | $2.33M | 0.03% | −8−0.1% | Reduced |
| E. Ohman J:or Asset Management AB | 10,529 | $2.35M | 0.05% | 00.0% | Unchanged |
| Howland Capital Management LLC | 10,786 | $2.41M | 0.09% | +184+1.7% | Added |
| Tema ETFs LLC | 10,838 | $2.42M | 0.08% | +1,015+10.3% | Added |
| Redmond Asset Management, LLC | 10,940 | $2.45M | 0.61% | −645−5.6% | Reduced |
| Vise Technologies, Inc. | 10,980 | $2.46M | 0.03% | +3,448+45.8% | Added |