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 |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
50
shares
|
$9,136
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
50
shares
|
$9,136
0.0% of portfolio
|
Q2 2024
Reduced 25.37%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
50
shares
|
$9,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
48
shares
|
$8,771
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
48
shares
|
$8,771
0.0% of portfolio
|
Q4 2025
Added 11.63%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
47
shares
|
$8,588
0.0% of portfolio
|
Q3 2025
Added 51.61%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
45
shares
|
$8,222
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
44
shares
|
$8,040
0.0% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
41
shares
|
$7,491
0.0% of portfolio
|
Q4 2025
Added 64.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
41
shares
|
$7,491
0.0% of portfolio
|
Q4 2025
Added 24.24%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
41
shares
|
$7,491
0.01% of portfolio
|
Q3 2025
Added 485.71%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
40
shares
|
$7,309
0.0% of portfolio
|
Q4 2024
Reduced 39.39%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
40
shares
|
$7,309
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
38
shares
|
$6,943
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
38
shares
|
$6,943
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
37
shares
|
$6,761
0.0% of portfolio
|
Q4 2025
Added 48.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
37
shares
|
$6,761
0.0% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
37
shares
|
$6,761
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
37
shares
|
$6,761
0.0% of portfolio
|
Q2 2025
Added 27.59%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
35
shares
|
$6,395
0.0% of portfolio
|
Q3 2025
Reduced 32.69%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
33
shares
|
$6,030
0.0% of portfolio
|
Q4 2025
Reduced 99.32%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
32
shares
|
$5,847
0.0% of portfolio
|
Q3 2025
Added 1500.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
31
shares
|
$5,664
0.0% of portfolio
|
Q3 2025
Reduced 27.91%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
31
shares
|
$5,664
0.0% of portfolio
|
Q3 2025
Reduced 13.89%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
30
shares
|
$5,481
0.0% of portfolio
|
Q4 2022
Reduced 44.44%
|
|