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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
1,642
shares
|
$277,859
0.0% of portfolio
|
Q2 2025
Reduced 11.1%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,637
shares
|
$277,013
0.02% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
1,627
shares
|
$275,320
0.03% of portfolio
|
Q2 2024
Added 8.18%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
1,625
shares
|
$274,982
0.03% of portfolio
|
Q2 2025
Added 28.56%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
1,622
shares
|
$274,474
0.12% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,621
shares
|
$274,305
0.06% of portfolio
|
Q2 2025
Added 7619.05%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
1,620
shares
|
$274,136
0.04% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
1,610
shares
|
$272,444
0.01% of portfolio
|
Q2 2025
Reduced 30.6%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
1,608
shares
|
$272,105
0.07% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,600
shares
|
$270,752
0.02% of portfolio
|
Q2 2025
Reduced 27.11%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
1,593
shares
|
$269,567
0.02% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
1,593
shares
|
$269,567
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,590
shares
|
$269,059
0.0% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
1,583
shares
|
$267,875
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,580
shares
|
$267,367
0.06% of portfolio
|
Q2 2025
Reduced 93.73%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
1,575
shares
|
$266,521
0.04% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,569
shares
|
$265,506
0.01% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
1,569
shares
|
$265,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,560
shares
|
$263,983
0.02% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Accuvest Global Advisors
Provo, UT |
Aug 05, 2025 Q2 2025 |
1,556
shares
|
$263,306
0.17% of portfolio
|
Q2 2025
Reduced 48.1%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,549
shares
|
$262,121
0.03% of portfolio
|
Q2 2023
Added 0.13%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
1,548
shares
|
$261,952
0.04% of portfolio
|
Q2 2025
Reduced 25.07%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
1,545
shares
|
$261,444
0.01% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
1,544
shares
|
$261,275
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
1,538
shares
|
$260,260
0.05% of portfolio
|
Q2 2025
Added 16.6%
|