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 1,367 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $48.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
2,109
shares
|
$356,884
0.0% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,108
shares
|
$356,715
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
2,104
shares
|
$356,038
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,093
shares
|
$354,177
0.02% of portfolio
|
Q4 2023
Added 2.15%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
2,089
shares
|
$353,500
0.01% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,089
shares
|
$353,500
0.03% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
2,088
shares
|
$353,331
0.05% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
2,087
shares
|
$353,162
0.05% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,086
shares
|
$352,992
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,080
shares
|
$351,977
0.01% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
2,059
shares
|
$348,423
0.16% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,058
shares
|
$348,254
0.01% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
2,055
shares
|
$347,747
0.08% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,053
shares
|
$347,408
0.0% of portfolio
|
Q2 2025
Added 20.2%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
2,050
shares
|
$346,901
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
2,035
shares
|
$344,362
0.03% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
2,025
shares
|
$342,670
0.07% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,024
shares
|
$342,501
0.01% of portfolio
|
Q2 2025
Added 37.87%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
2,021
shares
|
$341,993
0.08% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
2,011
shares
|
$340,301
0.0% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,987
shares
|
$336,240
0.02% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
1,963
shares
|
$332,178
0.06% of portfolio
|
Q1 2025
Reduced 20.3%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
1,958
shares
|
$331,332
0.03% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,954
shares
|
$330,655
0.1% of portfolio
|
Q4 2022
Reduced 50.43%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,945
shares
|
$329,132
0.0% of portfolio
|
Q4 2022
New holding
|