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 |
|---|---|---|---|---|---|
| Stelac Advisory Services LLC | 833 | $186.3K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 821 | $183.6K | 0.01% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 816 | $182.5K | 0.00% | −82−9.1% | Reduced |
| Rosenberg Matthew Hamilton | 816 | $182.5K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 187 | $180.0K | 0.02% | −813−81.3% | Reduced |
| CVA Family Office, LLC | 773 | $172.9K | 0.02% | −7−0.9% | Reduced |
| Fortitude Family Office, LLC | 717 | $160.4K | 0.03% | +70+10.8% | Added |
| Global X Japan Co., Ltd. | 709 | $158.6K | 0.01% | −183−20.5% | Reduced |
| Montag A & Associates Inc | 702 | $157.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 686 | $153.5K | 0.01% | +100+17.1% | Added |
| Caldwell Sutter Capital, Inc. | 667 | $149.2K | 0.06% | +21+3.3% | Added |
| TD Private Client Wealth LLC | 662 | $148.1K | 0.00% | −2,653−80.0% | Reduced |
| CoreCap Advisors, LLC | 657 | $146.9K | 0.00% | −26−3.8% | Reduced |
| Concord Wealth Partners | 632 | $141.3K | 0.02% | +632 | New |
| Caldwell Trust Co | 615 | $137.5K | 0.01% | +600+4,000.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 597 | $133.6K | 0.05% | +29+5.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 594 | $132.8K | 0.00% | −691−53.8% | Reduced |
| Johnson Financial Group, Inc. | 589 | $131.7K | 0.00% | −14−2.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 578 | $129.3K | 0.03% | +80+16.1% | Added |
| Zions Bancorporation, National Association | 577 | $129.0K | 0.01% | +75+14.9% | Added |
| PFS Partners, LLC | 571 | $127.7K | 0.05% | +1+0.2% | Added |
| Capital Analysts, LLC | 568 | $127.0K | 0.00% | −139−19.7% | Reduced |
| First Horizon Corp | 563 | $125.9K | 0.00% | −160−22.1% | Reduced |
| Central Pacific Bank - Trust Division | 551 | $123.2K | 0.01% | +13+2.4% | Added |
| Farmers & Merchants Investments Inc | 546 | $122.1K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 544 | $121.7K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 537 | $120.1K | 0.04% | +10+1.9% | Added |
| Oslo Pensjonsforsikring AS | 536 | $119.9K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 521 | $116.6K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 502 | $112.3K | 0.06% | +4+0.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $112.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 469 | $104.9K | 0.14% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 461 | $103.0K | 0.00% | +4+0.9% | Added |
| Vision Retirement, LLC | 453 | $101.4K | 0.02% | +3+0.7% | Added |
| Capital Advisors, Ltd. LLC | 416 | $93.0K | 0.01% | +5+1.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 412 | $92.0K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 411 | $92.0K | 0.05% | +411 | New |
| First Financial Corp | 400 | $89.5K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 390 | $87.2K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 375 | $83.9K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 369 | $82.5K | 0.01% | −24−6.1% | Reduced |
| Geneos Wealth Management Inc. | 358 | $80.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 355 | $79.4K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 347 | $77.6K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 345 | $77.2K | 0.01% | +35+11.3% | Added |
| Eastern Bank | 341 | $76.3K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 337 | $75.4K | 0.04% | +35+11.6% | Added |
| Anchor Investment Management, LLC | 334 | $74.7K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 332 | $74.3K | 0.00% | −29−8.0% | Reduced |
| Atlantic Union Bankshares Corp | 330 | $73.8K | 0.00% | −33−9.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 330 | $73.8K | 0.01% | +154+87.5% | Added |
| Kozak & Associates, Inc. | 328 | $73.2K | 0.01% | +3+0.9% | Added |
| Centerpoint Advisors, LLC | 327 | $73.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 326 | $72.9K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 324 | $72.5K | 0.04% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 317 | $70.9K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 317 | $70.9K | 0.01% | +192+153.6% | Added |
| IAG Wealth Partners, LLC | 315 | $70.5K | 0.01% | −116−26.9% | Reduced |
| Sfam, LLC | 307 | $68.7K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 301 | $68.0K | 0.01% | −18−5.6% | Reduced |
| Old Point Trust & Financial Services N A | 300 | $67.1K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 300 | $67.1K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 277 | $62.0K | 0.01% | −983−78.0% | Reduced |
| Blume Capital Management, Inc. | 270 | $60.4K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 269 | $60.2K | 0.00% | +269 | New |
| Steigerwald, Gordon & Koch Inc. | 266 | $59.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 260 | $58.1K | 0.01% | +1+0.4% | Added |
| BOK Financial Private Wealth, Inc. | 245 | $54.8K | 0.00% | +18+7.9% | Added |
| Trust Co | 241 | $53.9K | 0.00% | −27−10.1% | Reduced |
| Bell Investment Advisors, Inc | 237 | $53.0K | 0.01% | −1−0.4% | Reduced |
| SHP Wealth Management | 232 | $51.8K | 0.00% | +10+4.5% | Added |
| Valley National Advisers Inc | 230 | $51.4K | 0.01% | +3+1.3% | Added |
| DT Investment Partners, LLC | 228 | $51.0K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 227 | $50.8K | 0.02% | +24+11.8% | Added |
| Tompkins Financial Corp | 225 | $50.3K | 0.00% | −119−34.6% | Reduced |
| Aventura Private Wealth, LLC | 213 | $47.6K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 210 | $47.4K | 0.01% | +118+128.3% | Added |
| Dynamic Wealth Strategies, LLC | 210 | $47.0K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 210 | $46.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 207 | $46.3K | 0.00% | +52+33.5% | Added |
| Key Capital Management, INC | 202 | $45.2K | 0.02% | −26−11.4% | Reduced |
| Avalon Trust Co | 200 | $44.7K | 0.00% | +200 | New |
| Burnham & Co LLC | 200 | $44.7K | 0.04% | +200 | New |
| Bruce G. Allen Investments, LLC | 193 | $43.2K | 0.03% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 192 | $42.9K | 0.02% | +21+12.3% | Added |
| New England Capital Financial Advisors LLC | 186 | $41.5K | 0.01% | +2+1.1% | Added |
| Flagship Wealth Advisors, LLC | 184 | $41.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 182 | $41.0K | 0.00% | −4−2.2% | Reduced |
| WPG Advisers, LLC | 181 | $40.5K | 0.02% | +52+40.3% | Added |
| N.E.W. Advisory Services LLC | 174 | $38.9K | 0.00% | +134+335.0% | Added |
| AdvisorNet Financial, Inc | 173 | $38.7K | 0.00% | −57−24.8% | Reduced |
| Essential Partners LLC | 161 | $36.0K | 0.02% | −96−37.4% | Reduced |
| West Paces Advisors Inc. | 157 | $35.1K | 0.01% | +157 | New |
| True Wealth Design, LLC | 156 | $34.9K | 0.01% | +13+9.1% | Added |
| Atwood & Palmer Inc | 155 | $34.7K | 0.00% | −8−4.9% | Reduced |
| Arlington Trust Co LLC | 154 | $34.4K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 156 | $34.4K | 0.00% | +156 | New |
| Boyd Watterson Asset Management LLC | 150 | $33.5K | 0.01% | 00.0% | Unchanged |
| McDonald Partners LLC | 150 | $33.5K | 0.01% | +150 | New |
| Highline Wealth Partners LLC | 147 | $32.8K | 0.01% | +70+90.9% | Added |