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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
816
shares
|
$149,107
0.03% of portfolio
|
Q4 2025
Reduced 0.97%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
812
shares
|
$148,376
0.02% of portfolio
|
Q4 2025
Reduced 1.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
802
shares
|
$146,549
0.0% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
784
shares
|
$143,260
0.02% of portfolio
|
Q4 2025
Added 4.95%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
783
shares
|
$143,077
0.01% of portfolio
|
Q3 2025
Reduced 30.34%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
781
shares
|
$142,712
0.09% of portfolio
|
Q3 2025
Reduced 17.27%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
762
shares
|
$139,240
0.0% of portfolio
|
Q3 2022
Added 3.81%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 21, 2026 Q4 2025 |
739
shares
|
$135,037
0.01% of portfolio
|
Q4 2025
Reduced 22.94%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
731
shares
|
$133,575
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
720
shares
|
$131,565
0.01% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
717
shares
|
$131,017
0.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 13, 2026 Q4 2025 |
704
shares
|
$128,641
0.01% of portfolio
|
Q4 2025
Reduced 20.54%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
701
shares
|
$128,093
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
674
shares
|
$123,160
0.0% of portfolio
|
Q4 2025
Reduced 4.26%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
661
shares
|
$120,784
0.01% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
647
shares
|
$118,226
0.03% of portfolio
|
Q2 2024
Added 762.67%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
632
shares
|
$115,485
0.02% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
608
shares
|
$111,099
0.04% of portfolio
|
Q4 2025
Added 10033.33%
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
575
shares
|
$105,069
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
573
shares
|
$104,704
0.05% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
570
shares
|
$104,156
0.05% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
543
shares
|
$99,222
0.0% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
538
shares
|
$98,308
0.01% of portfolio
|
Q4 2024
Reduced 37.59%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
537
shares
|
$98,126
0.0% of portfolio
|
Q3 2025
Reduced 62.73%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
532
shares
|
$97,212
0.26% of portfolio
|
Q3 2025
New holding
|
|