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 |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
1,109
shares
|
$202,647
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,092
shares
|
$199,541
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jb Capital LLC
|
Jan 20, 2026 Q4 2025 |
1,088
shares
|
$198,810
0.01% of portfolio
|
Q4 2025
Reduced 3.03%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,087
shares
|
$198,627
0.01% of portfolio
|
Q4 2025
Added 3.62%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
1,071
shares
|
$195,703
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,070
shares
|
$195,521
0.03% of portfolio
|
Q4 2025
Added 33.58%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,069
shares
|
$195,338
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
1,068
shares
|
$195,155
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,067
shares
|
$194,972
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
1,067
shares
|
$194,972
0.11% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
1,056
shares
|
$192,962
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
1,038
shares
|
$189,673
0.02% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
1,010
shares
|
$184,557
0.03% of portfolio
|
Q4 2025
Added 9.19%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$182,730
0.01% of portfolio
|
Q3 2025
Added 209.6%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
1,000
shares
|
$182,730
0.1% of portfolio
|
Q3 2023
Reduced 0.1%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
971
shares
|
$177,430
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
938
shares
|
$171,400
0.07% of portfolio
|
Q2 2022
Added 18.43%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
881
shares
|
$160,985
0.11% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
880
shares
|
$160,802
0.0% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
869
shares
|
$158,792
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
864
shares
|
$157,878
0.06% of portfolio
|
Q3 2025
Added 317.39%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
845
shares
|
$154,406
0.03% of portfolio
|
Q4 2025
Added 5.89%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
833
shares
|
$152,214
0.06% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
825
shares
|
$150,752
0.0% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
821
shares
|
$150,021
0.01% of portfolio
|
Q1 2022
Added 38.92%
|
|