Institutional Ownership Simon Property Group Inc (SPG)
This table provides information about the institutional ownership of Simon Property Group Inc (SPG). We have compiled data on the 1,407 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $52.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
5,863
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2025
Added 3.39%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,800
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2023
Added 1.74%
|
|
|
Adams Asset Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
5,789
shares
|
$1.06 Million
0.16% of portfolio
|
Q3 2023
Added 59.52%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
5,748
shares
|
$1.05 Million
0.23% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
5,718
shares
|
$1.04 Million
0.44% of portfolio
|
Q4 2025
Added 3.05%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
5,701
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2025
Reduced 91.64%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
5,648
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
5,579
shares
|
$1.02 Million
0.19% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Nov 04, 2025 Q3 2025 |
5,573
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 77.92%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
5,477
shares
|
$1 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,469
shares
|
$999,350
0.02% of portfolio
|
Q2 2020
Added 51.45%
|
|
|
Oak Thistle LLC
|
Jan 21, 2026 Q4 2025 |
5,430
shares
|
$992,223
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
5,426
shares
|
$991,492
0.02% of portfolio
|
Q4 2025
Added 93.85%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
5,380
shares
|
$983,087
0.03% of portfolio
|
Q4 2025
Added 1.72%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Jan 12, 2026 Q4 2025 |
5,350
shares
|
$977,605
1.13% of portfolio
|
Q4 2025
Reduced 3.95%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
5,343
shares
|
$976,326
0.09% of portfolio
|
Q4 2025
Added 12.48%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
5,323
shares
|
$972,671
0.03% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
5,279
shares
|
$964,631
0.01% of portfolio
|
Q2 2023
Reduced 3.3%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,203
shares
|
$950,744
0.03% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
5,162
shares
|
$943,252
0.03% of portfolio
|
Q3 2025
Reduced 17.68%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
5,139
shares
|
$939,049
0.17% of portfolio
|
Q4 2025
Added 1526.27%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
5,124
shares
|
$936,308
0.03% of portfolio
|
Q4 2025
Reduced 21.16%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
5,111
shares
|
$933,933
0.02% of portfolio
|
Q4 2022
Reduced 12.65%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
5,087
shares
|
$929,547
0.15% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
5,083
shares
|
$928,816
0.14% of portfolio
|
Q3 2025
Added 51.23%
|
|