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 |
|---|---|---|---|---|---|
|
Augustine Asset Management Inc
|
Jan 16, 2026 Q4 2025 |
1,583
shares
|
$289,261
0.07% of portfolio
|
Q4 2025
Reduced 7.59%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
1,582
shares
|
$289,078
0.01% of portfolio
|
Q4 2025
Added 4.28%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
1,572
shares
|
$287,251
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,560
shares
|
$285,058
0.02% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
1,550
shares
|
$283,231
0.04% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,549
shares
|
$283,048
0.03% of portfolio
|
Q2 2023
Added 0.13%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
1,537
shares
|
$280,856
0.12% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
1,531
shares
|
$279,759
0.01% of portfolio
|
Q3 2025
Reduced 71.76%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
1,524
shares
|
$278,480
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
1,509
shares
|
$275,739
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$274,095
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
1,500
shares
|
$274,095
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,499
shares
|
$273,912
0.01% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2026 Q4 2025 |
1,490
shares
|
$272,267
0.02% of portfolio
|
Q4 2025
Reduced 66.43%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,486
shares
|
$271,536
0.01% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
1,481
shares
|
$270,623
0.01% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
1,480
shares
|
$270,440
0.01% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2025 Q3 2025 |
1,479
shares
|
$270,257
0.18% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Miller Global Investments, LLC
Dallas, TX |
Jan 05, 2026 Q4 2025 |
1,479
shares
|
$270,257
0.25% of portfolio
|
Q4 2025
New holding
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
1,471
shares
|
$268,795
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
1,468
shares
|
$268,247
0.06% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
1,466
shares
|
$267,882
0.11% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
1,461
shares
|
$266,968
0.1% of portfolio
|
Q2 2025
Reduced 64.7%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
1,454
shares
|
$265,689
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
1,450
shares
|
$264,958
0.2% of portfolio
|
Q3 2025
Reduced 1.69%
|
|