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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
3,245
shares
|
$592,958
0.08% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,242
shares
|
$592,410
0.03% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 23, 2026 Q4 2025 |
3,225
shares
|
$589,304
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
3,214
shares
|
$587,294
0.03% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
3,207
shares
|
$586,015
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
3,205
shares
|
$585,649
0.09% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
3,200
shares
|
$584,736
0.17% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,181
shares
|
$581,264
0.02% of portfolio
|
Q3 2025
Reduced 25.69%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
3,169
shares
|
$579,071
0.01% of portfolio
|
Q3 2025
Reduced 68.52%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 20, 2026 Q4 2025 |
3,137
shares
|
$573,224
0.08% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
3,134
shares
|
$572,675
0.19% of portfolio
|
Q3 2025
Reduced 17.35%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,102
shares
|
$566,828
0.01% of portfolio
|
Q4 2025
Added 1.74%
|
|
|
Cohen Klingenstein LLC
|
Jan 16, 2026 Q4 2025 |
3,100
shares
|
$566,463
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
3,100
shares
|
$566,463
0.22% of portfolio
|
Q4 2024
Reduced 13.89%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
3,065
shares
|
$560,067
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,059
shares
|
$558,971
0.04% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
3,010
shares
|
$550,017
0.26% of portfolio
|
Q4 2025
Reduced 2.9%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
3,005
shares
|
$549,103
0.05% of portfolio
|
Q3 2025
Reduced 18.89%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
3,000
shares
|
$548,190
0.34% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
3,000
shares
|
$548,190
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
3,000
shares
|
$548,190
0.11% of portfolio
|
Q4 2020
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
2,997
shares
|
$547,641
0.03% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,990
shares
|
$546,362
0.13% of portfolio
|
Q3 2025
Reduced 21.23%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
2,988
shares
|
$545,997
0.13% of portfolio
|
Q3 2025
Reduced 14.16%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
2,988
shares
|
$545,997
0.11% of portfolio
|
Q3 2025
Reduced 14.16%
|
|