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 1,349 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $45.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
1,439
shares
|
$234,456
0.02% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,437
shares
|
$234,130
0.01% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,433
shares
|
$233,478
0.01% of portfolio
|
Q1 2025
Reduced 22.71%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
1,429
shares
|
$232,826
0.05% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
1,428
shares
|
$232,664
0.04% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,423
shares
|
$231,849
0.01% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
1,409
shares
|
$229,568
0.01% of portfolio
|
Q1 2025
Reduced 41.82%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
1,401
shares
|
$228,264
0.01% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,399
shares
|
$227,939
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,396
shares
|
$227,450
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,395
shares
|
$227,287
0.06% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
1,385
shares
|
$225,658
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,381
shares
|
$225,006
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,374
shares
|
$223,865
0.01% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
1,366
shares
|
$222,562
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
1,363
shares
|
$222,073
0.17% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
1,359
shares
|
$221,421
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
1,357
shares
|
$221,096
0.0% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Silver Lake Group, L.L.C.
Menlo Park, CA |
May 09, 2025 Q1 2025 |
1,350
shares
|
$219,955
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,349
shares
|
$219,792
0.06% of portfolio
|
Q4 2024
Reduced 25.18%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
1,332
shares
|
$217,022
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,319
shares
|
$214,904
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
1,319
shares
|
$214,904
0.07% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
1,316
shares
|
$214,415
0.02% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,314
shares
|
$214,090
0.02% of portfolio
|
Q4 2023
Reduced 22.52%
|