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 |
|---|---|---|---|---|---|
|
Murphy Pohlad Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
1,536
shares
|
$259,921
0.1% of portfolio
|
Q2 2025
Reduced 56.56%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
1,533
shares
|
$259,414
0.0% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
1,528
shares
|
$258,568
0.14% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
1,525
shares
|
$258,060
0.15% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
1,523
shares
|
$257,722
0.02% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,516
shares
|
$256,537
0.03% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,509
shares
|
$255,352
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
1,500
shares
|
$253,830
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,499
shares
|
$253,660
0.01% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
1,490
shares
|
$252,137
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
1,487
shares
|
$251,630
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
1,485
shares
|
$251,291
0.17% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,476
shares
|
$249,768
0.02% of portfolio
|
Q2 2025
Reduced 19.17%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
1,475
shares
|
$249,599
0.16% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
1,474
shares
|
$249,430
0.0% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
1,470
shares
|
$248,753
0.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,469
shares
|
$248,584
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
1,468
shares
|
$248,414
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
1,461
shares
|
$247,230
0.11% of portfolio
|
Q2 2025
Reduced 64.7%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,454
shares
|
$246,045
0.01% of portfolio
|
Q2 2025
Reduced 16.96%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,444
shares
|
$244,353
0.0% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,441
shares
|
$243,846
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
1,439
shares
|
$243,507
0.02% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,437
shares
|
$243,169
0.01% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,420
shares
|
$240,292
0.03% of portfolio
|
Q2 2025
Reduced 6.15%
|