Skip to main content

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.

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
Osbon Capital Management LLC145$32.4K0.03%+54+59.3%Added
Hughes Financial Services, LLC141$31.5K0.00%+15+11.9%Added
Barnes Dennig Private Wealth Management LLC140$31.3K0.03%+38+37.3%Added
Anchor Bay Capital, Inc.137$30.2K0.02%+137New
Cape Investment Advisory, Inc.132$29.6K0.01%+132New
Kemnay Advisory Services Inc.131$29.3K0.00%+6+4.8%Added
Cornerstone Planning Group LLC127$28.8K0.00%−12−8.6%Reduced
Avion Wealth129$28.0K0.01%+20+18.3%Added
Napier Financial, LLC125$28.0K0.01%−1−0.8%Reduced
Ancora Advisors, LLC120$26.8K0.00%−543−81.9%Reduced
JPL Wealth Management, LLC117$26.2K0.01%+25+27.2%Added
UMA Financial Services, Inc.114$25.5K0.00%+27+31.0%Added
High Note Wealth, LLC114$25.5K0.00%+13+12.9%Added
Prosperity Bancshares Inc111$24.8K0.02%+111New
LifeSteps Financial, Inc.111$24.8K0.01%+111New
Duncker Streett & Co Inc109$24.4K0.00%−8−6.8%Reduced
Ares Financial Consulting, LLC107$23.9K0.02%00.0%Unchanged
American National Bank104$23.3K0.00%+78+300.0%Added
Transamerica Financial Advisors, Inc.103$23.2K0.00%+51+98.1%Added
Westside Investment Management, Inc.102$22.8K0.00%00.0%Unchanged
McMillan Office, Inc.102$22.8K0.00%00.0%Unchanged
Webster Bank, N. A.100$22.4K0.00%00.0%Unchanged
First United Bank Trust100$22.4K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.100$22.4K0.00%00.0%Unchanged
Bayban100$22.4K0.02%00.0%Unchanged
Toth Financial Advisory Corp100$22.4K0.00%+97+3,233.3%Added
Pacific Center for Financial Services99$22.1K0.00%00.0%Unchanged
Financial Management Professionals, Inc.98$21.9K0.00%+2+2.1%Added
Westend Capital Management, LLC87$19.5K0.00%−1−1.1%Reduced
Covestor Ltd83$19.0K0.01%−2−2.4%Reduced
Abound Wealth Management84$18.7K0.00%−44−34.4%Reduced
First Command Advisory Services, Inc.82$18.3K0.00%−111−57.5%Reduced
Pinnacle Bancorp, Inc.80$17.9K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC80$17.9K0.00%00.0%Unchanged
Spectrum Wealth Advisory Group, LLC80$17.8K0.01%+80New
Park Place Capital Corp79$17.7K0.00%−35−30.7%Reduced
Westfuller Advisors, LLC78$17.4K0.01%00.0%Unchanged
Murphy & Mullick Capital Management Corp77$17.2K0.01%−3−3.8%Reduced
Center for Financial Planning, Inc.76$17.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC76$17.0K0.01%00.0%Unchanged
Financial Network Wealth Advisors LLC75$16.8K0.02%+1+1.4%Added
Atlas Capital Advisors LLC73$16.3K0.00%00.0%Unchanged
Hollencrest Capital Management72$16.1K0.00%+1+1.4%Added
Rossby Financial, LCC72$16.1K0.00%−1−1.4%Reduced
Wall Street Access Asset Management, LLC71$15.9K0.00%+19+36.5%Added
West Branch Capital LLC69$15.4K0.00%00.0%Unchanged
Private Wealth Management Group, LLC69$15.4K0.00%00.0%Unchanged
Sachetta, LLC69$15.4K0.01%+21+43.8%Added
1 North Wealth Services LLC69$15.4K0.01%+69New
Orion Capital Management LLC69$15.4K0.00%+1+1.5%Added
Noble Wealth Management PBC67$15.0K0.01%+3+4.7%Added
Cornerstone Financial Management LLC66$14.8K0.01%+13+24.5%Added
E Fund Management (Hong Kong) Co., Ltd.64$14.3K0.00%00.0%Unchanged
Financial Life Planners62$13.9K0.01%+1+1.6%Added
Financial Consulate, Inc61$13.7K0.00%+2+3.4%Added
Institute for Wealth Management, LLC.60$13.4K0.00%+60New
Bare Financial Services, Inc59$13.2K0.00%+28+90.3%Added
Frazier Financial Advisors, LLC58$13.0K0.01%00.0%Unchanged
Strategic Advocates LLC57$12.7K0.05%−11−16.2%Reduced
Kayne Anderson Rudnick Investment Management LLC55$12.4K0.00%−14−20.3%Reduced
LOM Asset Management Ltd55$12.3K0.00%00.0%Unchanged
Horizon Financial Services, LLC54$12.1K0.00%+13+31.7%Added
IMG Wealth Management, Inc.54$12.1K0.01%+16+42.1%Added
Pittenger & Anderson Inc52$11.6K0.00%00.0%Unchanged
Oakworth Capital, Inc.52$11.6K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC51$11.4K0.00%+20+64.5%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
Aspect Partners, LLC50$11.2K0.00%+1+2.0%Added
Allied Private Wealth LLC51$11.2K0.01%+51New
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
Dunhill Financial, LLC48$10.8K0.00%+6+14.3%Added
Ritter Daniher Financial Advisory LLC48$10.7K0.00%00.0%Unchanged
Raffa Wealth Management, LLC48$10.7K0.00%+6+14.3%Added
South State Corp.46$10.3K0.00%+9+24.3%Added
Financial Perspectives, Inc46$10.2K0.00%−6−11.5%Reduced
Gold Investment Management Ltd.45$10.1K0.00%00.0%Unchanged
Creative Capital Management Investments LLC41$9.17K0.00%00.0%Unchanged
Adirondack Trust Co40$8.95K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.38$8.50K0.00%00.0%Unchanged
Signature Equity Partners, LLC38$8.40K0.00%−83−68.6%Reduced
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
Rialto Wealth Management, LLC31$6.93K0.00%+7+29.2%Added
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
Park Square Financial Group, LLC30$6.71K0.06%−7−18.9%Reduced
Addison Advisors LLC28$6.27K0.00%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
Strategic Investment Solutions, Inc.28$6.23K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC27$6.04K0.00%+27New
SJS Investment Consulting Inc.25$5.63K0.00%−4−13.8%Reduced
Crews Bank & Trust25$5.59K0.00%00.0%Unchanged