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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
1,852
shares
|
$338,415
0.12% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
1,835
shares
|
$335,309
0.07% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,817
shares
|
$332,020
0.0% of portfolio
|
Q3 2025
Added 20.41%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
1,816
shares
|
$331,837
0.01% of portfolio
|
Q3 2025
Added 17.54%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
1,807
shares
|
$330,193
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
1,806
shares
|
$330,010
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,795
shares
|
$328,000
0.0% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 07, 2025 Q3 2025 |
1,794
shares
|
$327,817
0.18% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
1,792
shares
|
$327,452
0.01% of portfolio
|
Q4 2025
Reduced 7.77%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
1,790
shares
|
$327,086
0.04% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
1,789
shares
|
$326,903
0.04% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,782
shares
|
$325,624
0.01% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
1,776
shares
|
$324,528
0.07% of portfolio
|
Q4 2023
Reduced 17.97%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,774
shares
|
$324,163
0.0% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
1,769
shares
|
$323,249
0.02% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,761
shares
|
$321,787
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
1,758
shares
|
$321,239
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,753
shares
|
$320,325
0.0% of portfolio
|
Q3 2025
Added 87.69%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
1,745
shares
|
$318,863
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,744
shares
|
$318,681
0.03% of portfolio
|
Q1 2025
Reduced 25.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,742
shares
|
$318,315
0.03% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
1,731
shares
|
$316,305
0.02% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
1,727
shares
|
$315,574
0.06% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,725
shares
|
$315,209
0.02% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
1,721
shares
|
$314,478
0.03% of portfolio
|
Q3 2025
Reduced 1.21%
|
|