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 |
|---|---|---|---|---|---|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
530
shares
|
$96,846
0.0% of portfolio
|
Q3 2025
Added 112.85%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
526
shares
|
$96,115
0.03% of portfolio
|
Q4 2023
Added 4.16%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
524
shares
|
$95,750
0.02% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
521
shares
|
$95,202
0.0% of portfolio
|
Q4 2025
Reduced 3.7%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
519
shares
|
$94,836
0.03% of portfolio
|
Q4 2025
Reduced 4.07%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
500
shares
|
$91,365
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
482
shares
|
$88,075
0.04% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
469
shares
|
$85,700
0.15% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
446
shares
|
$81,497
0.0% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
412
shares
|
$75,284
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
400
shares
|
$73,092
0.03% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
392
shares
|
$71,630
0.0% of portfolio
|
Q2 2025
Reduced 93.78%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 21, 2026 Q4 2025 |
390
shares
|
$71,264
0.02% of portfolio
|
Q2 2025
Added 47.17%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
385
shares
|
$70,351
0.01% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
385
shares
|
$70,351
0.0% of portfolio
|
Q3 2025
Reduced 56.2%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
385
shares
|
$70,351
0.0% of portfolio
|
Q1 2025
Added 93.47%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
375
shares
|
$68,523
0.01% of portfolio
|
Q2 2022
Reduced 51.61%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
375
shares
|
$68,523
0.02% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
361
shares
|
$65,965
0.0% of portfolio
|
Q3 2025
Reduced 81.83%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
357
shares
|
$65,234
0.01% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
355
shares
|
$64,869
0.0% of portfolio
|
Q4 2023
Added 1.72%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
355
shares
|
$64,869
0.02% of portfolio
|
Q2 2025
Reduced 86.56%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
350
shares
|
$63,955
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
343
shares
|
$62,676
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
343
shares
|
$62,676
0.01% of portfolio
|
Q2 2025
Reduced 0.58%
|
|