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 |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
259
shares
|
$47,327
0.0% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
250
shares
|
$45,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
250
shares
|
$45,682
0.0% of portfolio
|
Q1 2023
Reduced 73.12%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
244
shares
|
$44,586
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
233
shares
|
$42,576
0.01% of portfolio
|
Q1 2024
Reduced 10.04%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
232
shares
|
$42,393
0.0% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
228
shares
|
$41,662
0.0% of portfolio
|
Q3 2023
Added 714.29%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
227
shares
|
$41,479
0.0% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
225
shares
|
$41,114
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
217
shares
|
$39,652
0.01% of portfolio
|
Q2 2025
Added 205.63%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
214
shares
|
$39,104
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
210
shares
|
$38,373
0.01% of portfolio
|
Q4 2025
Added 0.96%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
210
shares
|
$38,373
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
209
shares
|
$38,190
0.0% of portfolio
|
Q3 2025
Added 143.02%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
207
shares
|
$37,825
0.02% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Fny Investment Advisers, LLC
|
Jan 16, 2026 Q4 2025 |
200
shares
|
$36,546
0.01% of portfolio
|
Q4 2025
Reduced 75.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$36,546
0.01% of portfolio
|
Q1 2024
Reduced 35.28%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
193
shares
|
$35,266
0.03% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
184
shares
|
$33,622
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
180
shares
|
$32,891
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
174
shares
|
$31,795
0.0% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
170
shares
|
$31,064
0.01% of portfolio
|
Q3 2025
Reduced 36.09%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
167
shares
|
$30,515
0.01% of portfolio
|
Q4 2024
Added 328.21%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
157
shares
|
$28,688
0.0% of portfolio
|
Q3 2023
Added 1.29%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
156
shares
|
$28,505
0.01% of portfolio
|
Q3 2023
Added 7.59%
|
|