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 |
|---|---|---|---|---|---|
| Davis Capital Management | 25 | $5.59K | 0.00% | +6+31.6% | Added |
| Burk Holdings LLC | 24 | $5.37K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 24 | $5.37K | 0.00% | +24 | New |
| Cullen/Frost Bankers, Inc. | 23 | $5.25K | 0.00% | −123−84.2% | Reduced |
| POM Investment Strategies, LLC | 23 | $5.14K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 23 | $5.14K | 0.00% | +11+91.7% | Added |
| Retirement Wealth Solutions LLC | 23 | $5.08K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 22 | $5.00K | 0.00% | +22 | New |
| Archer Investment Corp | 22 | $4.99K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 22 | $4.92K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 21 | $4.70K | 0.00% | +21 | New |
| Smallwood Wealth Investment Management, LLC | 20 | $4.47K | 0.00% | −10−33.3% | Reduced |
| Country Trust Bank | 20 | $4.47K | 0.00% | −9−31.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 20 | $4.47K | 0.00% | −2−9.1% | Reduced |
| Clark Wealth Partners | 20 | $4.47K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 19 | $4.25K | 0.00% | −39,962−100.0% | Reduced |
| Medallion Wealth Advisors, LLC | 18 | $4.06K | 0.00% | +1+5.9% | Added |
| Groesbeck Investment Management Corp | 20 | $4.00K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 17 | $3.80K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 17 | $3.80K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 16 | $3.58K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 16 | $3.58K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 16 | $3.58K | 0.00% | +16 | New |
| Independence Bank of Kentucky | 15 | $3.35K | 0.00% | −10−40.0% | Reduced |
| Nemes Rush Group LLC | 15 | $3.35K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 15 | $3.35K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 15 | $3.35K | 0.00% | +1+7.1% | Added |
| Ogorek Anthony Joseph | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 13 | $2.91K | 0.01% | −9,458−99.9% | Reduced |
| NVWM, LLC | 13 | $2.91K | 0.00% | +1+8.3% | Added |
| Gilpin Wealth Management, LLC | 12 | $2.68K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 12 | $2.68K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 14 | $2.61K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 11 | $2.46K | 0.00% | +11 | New |
| Mascoma Wealth Management LLC | 11 | $2.46K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 11 | $2.43K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $2.29K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $2.24K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 9 | $2.01K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 8 | $1.79K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 8 | $1.79K | 0.00% | +8 | New |
| Northstar Asset Management LLC | 7 | $1.61K | 0.00% | +7 | New |
| Asset Dedication, LLC | 6 | $1.34K | 0.00% | +3+100.0% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 6 | $1.00K | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 4 | $895 | 0.00% | +4 | New |
| Provenance Wealth Advisors, LLC | 4 | $895 | 0.00% | +4 | New |
| Cassaday & Co Wealth Management LLC | 3 | $671 | 0.00% | −6−66.7% | Reduced |
| Tidemark, LLC | 3 | $671 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $671 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 3 | $671 | 0.00% | +3 | New |
| 3 Factor Indexing, LLC | 2 | $448 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $447 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $447 | 0.00% | +1+100.0% | Added |
| ROSS\JOHNSON & Associates LLC | 2 | $447 | 0.01% | +1+100.0% | Added |
| Buck Wealth Strategies, LLC | 2 | $447 | 0.00% | +2 | New |
| Downshift Financial, LLC | 2 | $447 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 1 | $224 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 1 | $224 | 0.00% | +1 | New |
| Kingdom Financial Group LLC. | 1 | $202 | 0.00% | −108−99.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 0 | $56 | 0.00% | 0 | Unchanged |
| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −412,169−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −370,703−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −129,240−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −99,928−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −49,575−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −46,075−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −38,230−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −33,904−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −27,795−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −26,100−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −21,795−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,405−100.0% | Sold out |
| Blue Sparrow, LLC | 0 | $0 | 0.00% | −21,260−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Bayhunt Capital LLC | 0 | $0 | 0.00% | −15,696−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −14,894−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −13,895−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −13,474−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −13,351−100.0% | Sold out |
| BLI - Banque de Luxembourg Investments | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Presima Inc. | 0 | $0 | 0.00% | −11,492−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −10,882−100.0% | Sold out |
| Westerkirk Capital Inc. | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Sarasin & Partners LLP | 0 | $0 | 0.00% | −10,014−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −8,898−100.0% | Sold out |
| Unifi Asset Management LP | 0 | $0 | 0.00% | −7,247−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,538−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −6,253−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,158−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −5,778−100.0% | Sold out |
| RiverFront Investment Group, LLC | 0 | $0 | 0.00% | −5,640−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −5,478−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| MSH Capital Advisors LLC | 0 | $0 | 0.00% | −4,789−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −3,948−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,509−100.0% | Sold out |