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 |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
259
shares
|
$43,827
0.0% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
255
shares
|
$43,151
0.01% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
253
shares
|
$42,812
0.01% of portfolio
|
Q2 2025
Added 48.82%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
250
shares
|
$42,305
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
250
shares
|
$42,305
0.0% of portfolio
|
Q1 2023
Reduced 73.12%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
244
shares
|
$41,289
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
233
shares
|
$39,428
0.01% of portfolio
|
Q1 2024
Reduced 10.04%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
228
shares
|
$38,582
0.0% of portfolio
|
Q3 2023
Added 714.29%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
227
shares
|
$38,412
0.0% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
225
shares
|
$38,074
0.02% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
217
shares
|
$36,720
0.01% of portfolio
|
Q2 2025
Added 205.63%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
207
shares
|
$35,028
0.01% of portfolio
|
Q2 2025
Added 20600.0%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
205
shares
|
$34,690
0.01% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
205
shares
|
$34,690
0.0% of portfolio
|
Q2 2025
Added 2532.68%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
200
shares
|
$33,844
0.0% of portfolio
|
Q1 2024
Reduced 52.38%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$33,844
0.01% of portfolio
|
Q1 2024
Reduced 35.28%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
193
shares
|
$32,659
0.0% of portfolio
|
Q2 2025
Reduced 31.56%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
193
shares
|
$32,659
0.02% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
188
shares
|
$31,813
0.0% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
185
shares
|
$31,305
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
184
shares
|
$31,136
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
178
shares
|
$30,121
0.01% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
176
shares
|
$29,782
0.0% of portfolio
|
Q2 2025
Reduced 21.08%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
174
shares
|
$29,444
0.02% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
171
shares
|
$28,936
0.02% of portfolio
|
Q2 2025
Added 43.7%
|