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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
107
shares
|
$18,106
0.0% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
105
shares
|
$17,768
0.04% of portfolio
|
Q1 2023
Reduced 27.08%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
105
shares
|
$17,768
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
103
shares
|
$17,429
0.01% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
101
shares
|
$17,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
101
shares
|
$17,091
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
100
shares
|
$16,922
0.01% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
100
shares
|
$16,922
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
100
shares
|
$16,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
100
shares
|
$16,922
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
100
shares
|
$16,922
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
99
shares
|
$16,752
0.0% of portfolio
|
Q2 2024
Added 11.24%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
97
shares
|
$16,414
0.0% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
96
shares
|
$16,245
0.01% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
91
shares
|
$15,399
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
88
shares
|
$14,891
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
86
shares
|
$14,552
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
85
shares
|
$14,383
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
84
shares
|
$14,214
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
82
shares
|
$13,876
0.0% of portfolio
|
Q2 2025
Reduced 40.58%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
80
shares
|
$13,537
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
80
shares
|
$13,537
0.0% of portfolio
|
Q4 2024
Added 175.86%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
77
shares
|
$13,029
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
76
shares
|
$12,860
0.01% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
76
shares
|
$12,860
0.0% of portfolio
|
Q3 2024
Reduced 12.64%
|