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 |
|---|---|---|---|---|---|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
4,070
shares
|
$743,711
0.03% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
4,023
shares
|
$735,122
0.04% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
4,022
shares
|
$734,940
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
4,014
shares
|
$733,478
0.08% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$730,920
0.23% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
3,999
shares
|
$730,737
0.31% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
3,978
shares
|
$726,899
0.03% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,958
shares
|
$723,245
0.03% of portfolio
|
Q3 2025
Reduced 22.19%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
3,955
shares
|
$722,697
0.01% of portfolio
|
Q4 2025
Added 14.14%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
3,954
shares
|
$722,514
0.22% of portfolio
|
Q3 2025
Added 13.0%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
3,938
shares
|
$719,590
0.03% of portfolio
|
Q4 2025
Added 0.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,934
shares
|
$718,859
0.01% of portfolio
|
Q2 2024
Added 5.53%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Oct 29, 2025 Q3 2025 |
3,920
shares
|
$716,301
0.29% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
3,918
shares
|
$715,936
0.3% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,916
shares
|
$715,570
0.06% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Sage Mountain Advisors LLC
|
Jan 23, 2026 Q4 2025 |
3,915
shares
|
$715,387
0.04% of portfolio
|
Q4 2025
Added 15.62%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,913
shares
|
$715,022
0.02% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,889
shares
|
$710,636
0.01% of portfolio
|
Q3 2023
Reduced 1.92%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,882
shares
|
$709,357
0.05% of portfolio
|
Q3 2023
Reduced 72.0%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
3,827
shares
|
$699,307
0.07% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
3,822
shares
|
$698,394
0.3% of portfolio
|
Q3 2025
Added 13.85%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,804
shares
|
$695,104
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
3,789
shares
|
$692,363
0.09% of portfolio
|
Q3 2025
Added 81.47%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,765
shares
|
$687,978
0.01% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
3,747
shares
|
$684,689
0.11% of portfolio
|
Q3 2025
Reduced 0.77%
|
|