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 |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
314
shares
|
$51,160
0.01% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
312
shares
|
$50,834
0.03% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
311
shares
|
$50,671
0.02% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
310
shares
|
$50,508
0.0% of portfolio
|
Q1 2024
Reduced 95.12%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
304
shares
|
$49,530
0.04% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
300
shares
|
$48,879
0.02% of portfolio
|
Q2 2024
Reduced 45.45%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
282
shares
|
$45,946
0.04% of portfolio
|
Q1 2025
Added 35.58%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
270
shares
|
$43,991
0.02% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
268
shares
|
$43,665
0.0% of portfolio
|
Q1 2025
Added 13.56%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
267
shares
|
$43,502
0.0% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
265
shares
|
$43,176
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
263
shares
|
$42,850
0.0% of portfolio
|
Q2 2025
Added 155.34%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
263
shares
|
$42,850
0.01% of portfolio
|
Q1 2025
Reduced 65.93%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
259
shares
|
$42,198
0.0% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
255
shares
|
$41,547
0.01% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
250
shares
|
$40,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
250
shares
|
$40,732
0.0% of portfolio
|
Q1 2023
Reduced 73.12%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
250
shares
|
$40,732
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
244
shares
|
$39,754
0.01% of portfolio
|
Q3 2023
Reduced 4.31%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
242
shares
|
$39,429
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
236
shares
|
$38,451
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
233
shares
|
$37,962
0.01% of portfolio
|
Q1 2024
Reduced 10.04%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
232
shares
|
$37,799
0.0% of portfolio
|
Q1 2025
Reduced 96.47%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
228
shares
|
$37,148
0.0% of portfolio
|
Q3 2023
Added 714.29%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
223
shares
|
$36,333
0.01% of portfolio
|
Q1 2025
Added 0.9%
|