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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
2,358
shares
|
$430,877
0.0% of portfolio
|
Q3 2025
Added 50.29%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Jan 20, 2026 Q4 2025 |
2,355
shares
|
$430,329
0.06% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
2,351
shares
|
$429,598
0.06% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,344
shares
|
$428,319
0.03% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
2,334
shares
|
$426,491
0.04% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
2,331
shares
|
$425,943
0.02% of portfolio
|
Q3 2025
Reduced 47.75%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,308
shares
|
$421,740
0.01% of portfolio
|
Q3 2025
Reduced 29.59%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
2,305
shares
|
$421,192
0.05% of portfolio
|
Q4 2025
Added 1.19%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,294
shares
|
$419,182
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
2,283
shares
|
$417,172
0.01% of portfolio
|
Q3 2025
Reduced 51.18%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
2,281
shares
|
$416,807
0.11% of portfolio
|
Q2 2025
Reduced 50.54%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2,272
shares
|
$415,162
0.03% of portfolio
|
Q3 2025
Reduced 36.09%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
2,252
shares
|
$411,507
0.04% of portfolio
|
Q3 2025
Added 66.57%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
2,248
shares
|
$410,777
0.05% of portfolio
|
Q3 2025
Added 38.34%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
2,244
shares
|
$410,046
0.24% of portfolio
|
Q1 2025
Reduced 77.71%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
2,221
shares
|
$405,843
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,220
shares
|
$405,660
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
2,215
shares
|
$404,746
0.02% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
2,197
shares
|
$401,457
0.02% of portfolio
|
Q3 2025
Reduced 11.91%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,188
shares
|
$399,813
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Howard Capital Management Inc.
|
Jan 22, 2026 Q4 2025 |
2,186
shares
|
$399,447
0.0% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
2,184
shares
|
$399,082
0.03% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
2,184
shares
|
$399,082
0.01% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,181
shares
|
$398,534
0.02% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
2,180
shares
|
$398,351
0.02% of portfolio
|
Q3 2025
Reduced 22.78%
|
|