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 1,279 institutions that hold shares in the stock, with a total of 270 Million shares, which have been reported (via 13F filing form) to have a value of $46.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
2,638
shares
|
$458,642
0.01% of portfolio
|
Q1 2024
Reduced 24.43%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
2,628
shares
|
$456,904
0.14% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,619
shares
|
$455,339
0.04% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
2,607
shares
|
$453,253
0.01% of portfolio
|
Q3 2024
Added 50.69%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
2,602
shares
|
$452,383
0.15% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,593
shares
|
$450,818
0.04% of portfolio
|
Q3 2024
Added 50.84%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
2,583
shares
|
$449,080
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
2,544
shares
|
$442,299
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
2,535
shares
|
$440,735
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,532
shares
|
$440,213
0.05% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,531
shares
|
$440,039
0.0% of portfolio
|
Q2 2023
Reduced 7.59%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
2,528
shares
|
$439,518
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
2,521
shares
|
$438,301
0.37% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,520
shares
|
$438,127
0.02% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
2,508
shares
|
$436,040
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,505
shares
|
$435,519
0.22% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
2,500
shares
|
$434,650
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
2,500
shares
|
$434,650
0.03% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
2,485
shares
|
$432,042
0.08% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
2,464
shares
|
$428,391
0.22% of portfolio
|
Q3 2022
Reduced 93.73%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
2,430
shares
|
$422,479
0.0% of portfolio
|
Q4 2024
Added 21.2%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,430
shares
|
$422,479
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
2,420
shares
|
$420,741
0.26% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,416
shares
|
$420,045
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
2,400
shares
|
$417,264
0.14% of portfolio
|
Q4 2022
Reduced 29.41%
|