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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 1,154 | $258.1K | 0.01% | +4+0.3% | Added |
| Skyline Advisors, Inc. | 1,151 | $257.3K | 0.08% | +12+1.1% | Added |
| Plan A Wealth LLC | 1,149 | $256.9K | 0.11% | +1,149 | New |
| Laffer Tengler Investments | 1,140 | $255.0K | 0.03% | +3+0.3% | Added |
| Virtus ETF Advisers LLC | 1,136 | $254.1K | 0.10% | +14+1.2% | Added |
| NCM Capital Management, LLC | 1,136 | $254.0K | 0.08% | +3+0.3% | Added |
| Ameritas Advisory Services, LLC | 1,127 | $252.1K | 0.01% | −211−15.8% | Reduced |
| Harbour Investments, Inc. | 1,127 | $252.1K | 0.00% | −314−21.8% | Reduced |
| Canopy Partners, LLC | 1,126 | $251.8K | 0.08% | −238−17.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 1,125 | $251.6K | 0.14% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 1,119 | $250.3K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,119 | $250.3K | 0.11% | +52+4.9% | Added |
| Wealthspire Advisors, LLC | 1,117 | $249.8K | 0.00% | −107−8.7% | Reduced |
| First Foundation Advisors | 1,108 | $247.8K | 0.01% | +45+4.2% | Added |
| Argyle Capital Partners, LLC | 1,107 | $247.6K | 0.16% | 00.0% | Unchanged |
| Axq Capital, LP | 1,107 | $247.6K | 0.03% | +1,107 | New |
| Peachtree Investment Partners, LLC | 1,089 | $243.6K | 0.08% | +1,089 | New |
| Haverford Trust Co | 1,087 | $243.1K | 0.00% | −84−7.2% | Reduced |
| BNP Paribas | 1,082 | $242.1K | 0.01% | −606−35.9% | Reduced |
| Triumph Capital Management | 1,077 | $240.9K | 0.04% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,075 | $240.4K | 0.01% | +1,075 | New |
| Moss Adams Wealth Advisors LLC | 1,074 | $240.1K | 0.02% | +1,074 | New |
| Centaurus Financial, Inc. | 1,068 | $239.0K | 0.01% | −21−1.9% | Reduced |
| Swiss Re Ltd | 1,066 | $238.4K | 0.02% | +957+878.0% | Added |
| Harvest Fund Management Co., Ltd | 1,066 | $238.0K | 0.01% | −85−7.4% | Reduced |
| Argent Trust Co | 1,064 | $238.0K | 0.01% | −9−0.8% | Reduced |
| Angeles Wealth Management, LLC | 1,064 | $238.0K | 0.01% | +1,064 | New |
| Empirical Asset Management, LLC | 1,063 | $237.6K | 0.05% | +1,063 | New |
| TFC Financial Management | 1,061 | $237.3K | 0.03% | +5+0.5% | Added |
| Balboa Wealth Partners | 1,059 | $236.8K | 0.03% | +1,059 | New |
| Eclectic Associates Inc | 1,050 | $234.8K | 0.03% | +1,050 | New |
| Johnson Investment Counsel Inc | 1,050 | $234.8K | 0.00% | +1,050 | New |
| Everpar Advisors LLC | 1,050 | $234.8K | 0.07% | +1,050 | New |
| Paradigm Financial Partners, LLC | 1,047 | $234.1K | 0.02% | +1,047 | New |
| Nicolet Bankshares Inc | 1,046 | $233.9K | 0.01% | +1,046 | New |
| EJMK Ventures LLC | 1,040 | $232.6K | 0.11% | −378−26.7% | Reduced |
| StoneX Group Inc. | 1,039 | $232.3K | 0.01% | −239−18.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,037 | $231.8K | 0.05% | −13−1.2% | Reduced |
| Bannerstone Capital Management, LLC | 1,035 | $231.5K | 0.19% | +1,035 | New |
| Texas Bank & Trust Co | 1,034 | $231.3K | 0.08% | +1,034 | New |
| Gamco Investors, Inc. Et Al | 1,032 | $230.8K | 0.00% | +1,032 | New |
| Simmons Bank | 1,030 | $230.4K | 0.01% | +1,030 | New |
| Sivia Capital Partners, LLC | 1,030 | $230.4K | 0.03% | +1,030 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,028 | $229.9K | 0.01% | +1,028 | New |
| Greykasell Wealth Strategies, Inc. | 1,028 | $229.9K | 0.08% | 00.0% | Unchanged |
| Umb Bank N A | 1,027 | $229.7K | 0.00% | +38+3.8% | Added |
| Essex Financial Services, Inc. | 1,022 | $228.5K | 0.01% | +1,022 | New |
| Rhodes Investment Advisors Inc | 1,021 | $228.3K | 0.17% | +1,021 | New |
| Woodward Diversified Capital, LLC | 1,012 | $226.3K | 0.10% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,011 | $226.1K | 0.01% | +1,011 | New |
| Barings LLC | 1,007 | $225.2K | 0.00% | +1,007 | New |
| Advyzon Investment Management, LLC | 1,006 | $224.9K | 0.02% | +1,006 | New |
| Morningstar Investment Management LLC | 1,205 | $224.8K | 0.01% | 00.0% | Unchanged |
| Summitry LLC | 1,004 | $224.5K | 0.01% | +1,004 | New |
| Traynor Capital Management, Inc. | 1,003 | $224.4K | 0.01% | +1,003 | New |
| Hodges Capital Management Inc. | 1,001 | $224.0K | 0.01% | +1,001 | New |
| Virtue Capital Management, LLC | 1,001 | $223.9K | 0.03% | +1,001 | New |
| Brandywine Oak Private Wealth LLC | 1,000 | $223.7K | 0.02% | +1,000 | New |
| Atlas Private Wealth Advisors | 1,000 | $223.7K | 0.05% | +1,000 | New |
| Michael Brady & Co., LLC | 1,000 | $223.7K | 0.20% | +1,000 | New |
| D'Orazio & Associates, Inc. | 999 | $223.4K | 0.03% | +999 | New |
| Herold Advisors, Inc. | 1,000 | $223.0K | 0.04% | +1,000 | New |
| Bridgewater Advisors Inc. | 1,296 | $222.7K | 0.01% | +1,296 | New |
| Northcape Wealth Management, LLC | 988 | $220.9K | 0.06% | +988 | New |
| Whitener Capital Management, Inc. | 975 | $218.1K | 0.05% | +975 | New |
| Fukoku Mutual Life Insurance Co | 975 | $218.1K | 0.01% | +975 | New |
| Harbor Investment Advisory, LLC | 972 | $217.5K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 969 | $216.7K | 0.00% | −159−14.1% | Reduced |
| TRB Wealth Management, LLC | 968 | $216.5K | 0.03% | +968 | New |
| Delap Wealth Advisory, LLC | 966 | $216.1K | 0.07% | +966 | New |
| Ferguson Wellman Capital Management, Inc | 966 | $216.0K | 0.00% | +966 | New |
| Independent Wealth Network Inc. | 962 | $215.3K | 0.05% | +962 | New |
| Income Insurance Ltd | 960 | $214.7K | 0.13% | +960 | New |
| Mission Creek Capital Partners, Inc. | 959 | $214.6K | 0.04% | +959 | New |
| Americana Partners, LLC | 957 | $214.0K | 0.00% | +957 | New |
| Clifford Swan Investment Counsel LLC | 954 | $213.4K | 0.01% | +954 | New |
| S Harris Financial Group, LLC | 954 | $213.3K | 0.17% | +954 | New |
| Northwest Wealth Management, LLC | 946 | $211.6K | 0.03% | +946 | New |
| Storen Legacy Partners, LLC | 942 | $210.6K | 0.06% | +942 | New |
| Spirepoint Private Client, LLC | 933 | $208.7K | 0.02% | +933 | New |
| Sanchez Wealth Management Group | 933 | $208.7K | 0.04% | +933 | New |
| First Business Financial Services, Inc. | 931 | $208.2K | 0.02% | +931 | New |
| Choate Investment Advisors | 928 | $207.5K | 0.00% | +928 | New |
| 3Chopt Investment Partners, LLC | 927 | $207.3K | 0.04% | +927 | New |
| Symphony Financial, Ltd. Co. | 925 | $207.0K | 0.02% | +925 | New |
| Motco | 924 | $206.7K | 0.02% | +107+13.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 923 | $206.4K | 0.03% | +115+14.2% | Added |
| Level Four Advisory Services, LLC | 922 | $206.2K | 0.01% | +922 | New |
| Citizens Financial Group Inc | 921 | $205.9K | 0.00% | +921 | New |
| Alpha Family Trust | 920 | $205.8K | 0.08% | +920 | New |
| Foster Group, Inc. | 919 | $205.5K | 0.01% | +919 | New |
| Win Advisors, Inc | 918 | $205.3K | 0.07% | +918 | New |
| Fairview Capital Investment Management, LLC | 915 | $204.6K | 0.01% | +915 | New |
| Enterprise Financial Services Corp | 905 | $202.4K | 0.08% | +905 | New |
| Thompson Investment Management, Inc. | 902 | $201.7K | 0.02% | +13+1.5% | Added |
| Callahan Advisors, LLC | 900 | $201.3K | 0.02% | +900 | New |
| Aviance Capital Partners, LLC | 900 | $201.3K | 0.02% | +900 | New |
| Onefund, LLC | 884 | $197.7K | 0.11% | −13−1.4% | Reduced |
| Hoey Investments, Inc | 875 | $195.7K | 0.03% | +100+12.9% | Added |
| Muzinich & Co., Inc. | 843 | $188.5K | 0.06% | 00.0% | Unchanged |