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Simon Property Group (SPG) Institutional Ownership

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$201.39 -0.73 (-0.36%)
As of 10:48 AM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Simon Property Group (NYSE:SPG)

Current
Institutional Ownership
Percentage
93.01%
Number of
Institutional Buyers
(last 12 months)
845
Total
Institutional Inflows
(last 12 months)
$9.02B
Number of
Institutional Sellers
(last 12 months)
598
Total
Institutional Outflows
(last 12 months)
$3.74B
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SPG Institutional Buying and Selling by Quarter

Simon Property Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2026 PNC Financial Services Group Inc.297,296$55.46M0.0%-1.4%0.091%
5/8/2026 Oslo Pensjonsforsikring AS536$100K0.0%N/A0.000%
5/8/2026 Andra AP fonden101,562$18.94M0.2%+244.3%0.031%
5/8/2026 Summit Global Investments3,975$741K0.0%-75.2%0.001%
5/8/2026 Johnson Financial Group Inc.603$112K0.0%-32.2%0.000%
5/8/2026 Convergence Investment Partners LLC9,712$1.81M0.3%+13.1%0.003%
5/8/2026 Commerzbank Aktiengesellschaft FI8,841$1.65M0.0%+23.3%0.003%
5/7/2026 Meeder Asset Management Inc.78,469$14.64M0.8%-38.5%0.024%
5/7/2026 Meeder Advisory Services Inc.10,017$1.87M0.1%+4.8%0.003%
5/7/2026 Dimensional Fund Advisors LP4,606,481$859.21M0.2%+2.3%1.418%
5/7/2026 Parallel Advisors LLC5,431$1.01M0.0%+8.8%0.002%
5/7/2026 KBC Group NV840,002$156.69M0.4%-6.9%0.259%
5/7/2026 SEB Asset Management AB184,200$34.36M0.1%N/A0.057%
5/7/2026 Swiss National Bank958,127$178.72M0.1%+7.1%0.295%
5/7/2026 AIA Group Ltd36,000$6.72M0.1%N/A0.011%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC808$151K0.0%+59.1%0.000%
5/6/2026 Dorsey Wright & Associates5,478$1.02M0.1%N/A0.002%
5/6/2026 California Public Employees Retirement System573,005$106.88M0.1%-1.1%0.176%
5/6/2026 Simon Quick Advisors LLC1,487$277K0.0%N/A0.000%
5/6/2026 Gryphon Financial Partners LLC2,797$522K0.1%+9.7%0.001%
5/6/2026 Modera Wealth Management LLC1,935$361K0.0%-10.7%0.001%
5/6/2026 Assetmark Inc.11,758$2.19M0.0%-10.2%0.004%
5/6/2026 Bessemer Group Inc.768,235$143.30M0.2%+25.4%0.236%
5/6/2026 SteelPeak Wealth LLC1,130$211K0.0%-87.0%0.000%
5/6/2026 Allspring Global Investments Holdings LLC97,715$18.38M0.0%+3.3%0.030%
5/6/2026 Independent Financial Group LLC4,216$787K0.0%N/A0.001%
5/6/2026 Prosperity Consulting Group LLC1,613$301K0.0%+4.8%0.000%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co20,849$3.89M0.3%-1.9%0.006%
5/5/2026 BCGM Wealth Management LLC11,354$2.12M0.5%+5.1%0.003%
5/5/2026 Wealthfront Advisers LLC75,987$14.17M0.0%-2.7%0.023%
5/5/2026 D.A. Davidson & CO.32,846$6.13M0.0%+9.1%0.010%
5/5/2026 Bank of New York Mellon Corp2,079,177$387.83M0.1%-1.9%0.640%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.500$93K0.0%N/A0.000%
5/5/2026 Hudson Canyon Capital Management13,421$2.50M1.5%-0.5%0.004%
5/5/2026 NFSG Corp667$124K0.0%-34.0%0.000%
5/5/2026 Signet Financial Management LLC11,888$2.22M0.2%-0.9%0.004%
5/5/2026 Advisors Preferred LLC2,888$539K0.1%+91.9%0.001%
5/5/2026 Opinicus Capital Inc.1,726$322K0.2%-20.2%0.001%
5/5/2026 Sanctuary Advisors LLC34,533$6.44M0.0%+48.1%0.011%
5/5/2026 Sigma Planning Corp12,822$2.39M0.1%+4.6%0.004%
5/5/2026 Adell Harriman & Carpenter Inc.12,893$2.41M0.1%-4.2%0.004%
5/5/2026 Checchi Capital Advisers LLC4,690$875K0.0%+5.9%0.001%
5/5/2026 Nwam LLC5,695$1.06M0.1%+28.5%0.002%
5/4/2026 Calamos Advisors LLC1,439$268K0.0%N/A0.000%
5/4/2026 Evernest Financial Advisors LLC1,685$339K0.1%N/A0.001%
5/4/2026 State of Michigan Retirement System99,849$18.63M0.1%-0.6%0.031%
5/4/2026 Principal Financial Group Inc.2,595,216$484.09M0.3%-9.2%0.799%
5/4/2026 Bedel Financial Consulting Inc.7,718$1.44M0.2%-2.0%0.002%
5/4/2026 Chicago Partners Investment Group LLC2,507$506K0.0%+9.1%0.001%
5/4/2026 GHE LLC1,723$321K0.1%-37.5%0.001%
5/4/2026 Arbejdsmarkedets Tillaegspension142,125$26.51M0.7%+10.6%0.044%
5/4/2026 J. Safra Sarasin Holding AG22,664$4.22M0.1%+317.7%0.007%
5/4/2026 Applied Finance Capital Management LLC4,668$871K0.1%-2.4%0.001%
5/4/2026 CORDA Investment Management LLC.201,122$37.52M2.6%-2.1%0.062%
5/4/2026 Del Sette Capital Management LLC20,225$3.77M2.3%+7.2%0.006%
5/4/2026 Procyon Advisors LLC3,346$624K0.0%+52.9%0.001%
5/2/2026 LGT Fund Management Co Ltd.49,321$9.20M0.4%N/A0.015%
5/2/2026 International Assets Investment Management LLC2,681$504K0.0%-2.3%0.001%
5/2/2026 Diversify Wealth Management LLC11,469$2.30M0.0%+244.2%0.004%
5/2/2026 Gables Capital Management Inc.2,515$469K0.2%-7.4%0.001%
5/2/2026 Carnegie Investment Counsel1,128$210K0.0%N/A0.000%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS223,079$41.61M0.2%+22.6%0.069%
5/1/2026 Fifth Third Bancorp18,636$3.48M0.0%-2.7%0.006%
5/1/2026 Candriam S.C.A.11,835$2.21M0.0%+1.2%0.004%
5/1/2026 Conning Inc.1,494$279K0.0%-13.8%0.000%
5/1/2026 Sequoia Financial Advisors LLC9,778$1.82M0.0%+7.8%0.003%
5/1/2026 Arbor Capital Management Inc. ADV10,276$2.01M1.6%-1.7%0.003%
4/30/2026 Kestra Advisory Services LLC43,635$8.14M0.0%-2.8%0.013%
4/30/2026 Sumitomo Mitsui Trust Group Inc.1,513,071$282.23M0.2%-0.3%0.466%
4/30/2026 Resona Asset Management Co. Ltd.196,311$35.98M0.2%+3.2%0.060%
4/30/2026 Personal CFO Solutions LLC1,898$354K0.0%-7.1%0.001%
4/30/2026 IAG Wealth Partners LLC431$80K0.0%+36.8%0.000%
4/30/2026 Oregon Public Employees Retirement Fund37,230$6.95M0.1%-0.3%0.011%
4/30/2026 Staley Capital Advisers Inc.59,100$11.02M0.5%+23.0%0.018%
4/30/2026 Quantum Portfolio Management LLC5,292$987K0.0%-2.5%0.002%
4/29/2026 Childress Capital Advisors LLC2,702$504K0.1%-16.1%0.001%
4/29/2026 Hoey Investments Inc.775$145K0.0%+34.8%0.000%
4/29/2026 Resonant Capital Advisors LLC1,783$333K0.0%+9.3%0.001%
4/29/2026 Burney Co.21,432$4.00M0.1%-13.9%0.007%
4/29/2026 Swedbank AB181,754$33.90M0.0%+0.5%0.056%
4/29/2026 Integrated Advisors Network LLC26,651$4.97M0.3%+38.7%0.008%
4/28/2026 Abel Hall LLC1,231$230K0.0%N/A0.000%
4/28/2026 Whittier Trust Co. of Nevada Inc.1,941$369K0.0%-95.1%0.001%
4/28/2026 Whittier Trust Co.10,492$2.00M0.0%-87.0%0.003%
4/28/2026 Bogart Wealth LLC46,264$8.63M0.3%+1.5%0.014%
4/28/2026 DGS Capital Management LLC1,099$205K0.0%N/A0.000%
4/28/2026 Ascentis Independent Advisors9,471$1.77M0.1%+45.7%0.003%
4/28/2026 Stephens Inc. AR2,545$475K0.0%-6.0%0.001%
4/28/2026 Kepler Cheuvreux Suisse SA96,168$17.94M1.2%-18.9%0.030%
4/28/2026 Hudson Edge Investment Partners Inc.39,981$7.46M1.1%-1.9%0.012%
4/28/2026 V Square Quantitative Management LLC2,019$377K0.0%-7.0%0.001%
4/28/2026 QRG Capital Management Inc.122,633$22.88M0.2%+2.2%0.038%
4/27/2026 Lafayette Investments Inc.1,375$256K0.1%-20.3%0.000%
4/27/2026 HB Wealth Management LLC8,229$1.54M0.0%+8.2%0.003%
4/27/2026 Moran Wealth Management LLC9,321$1.74M0.1%-29.2%0.003%
4/27/2026 PFG Investments LLC2,341$437K0.0%+2.2%0.001%
4/27/2026 4WEALTH Advisors Inc.1,398$255K0.2%-31.2%0.000%
4/27/2026 Turtle Creek Wealth Advisors LLC2,944$549K0.0%+14.2%0.001%
4/27/2026 New York State Teachers Retirement System289,059$53.92M0.1%-0.3%0.089%
4/27/2026 Private Advisor Group LLC24,896$4.64M0.0%-16.0%0.008%


SPG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,279 institutional investors and hedge funds held shares of Simon Property Group. The most heavily invested institutionals were Vanguard Group Inc. ($8.69B), State Street Corp ($3.98B), Geode Capital Management LLC ($1.95B), Capital World Investors ($1.59B), Wellington Management Group LLP ($1.47B), Cohen & Steers Inc. ($1.18B), and Norges Bank ($1.11B).Learn more on Simon Property Group's institutional investors.

93.01% of Simon Property Group's stock is owned by institutional investors. Learn more on SPG's institutional investor holdings.

Of the 1,124 institutional investors that purchased Simon Property Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($24.51M), Wellington Management Group LLP ($6.97M), Nuveen LLC ($4.36M), Capital World Investors ($3.52M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($3.19M), JPMorgan Chase & Co. ($2.05M), and Principal Financial Group Inc. ($1.95M).

Institutional investors have bought a total of 51,260,119 shares in the last 24 months. This purchase volume represents approximately $9.02B in transactions.

Of the 598 institutional investors that sold Simon Property Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cohen & Steers Inc. ($2.17M), Invesco Ltd. ($922.01K), Smead Capital Management Inc. ($766.96K), Nuveen LLC ($694.37K), Canada Pension Plan Investment Board ($680.14K), Price T Rowe Associates Inc. MD ($570.05K), and Russell Investments Group Ltd. ($553.36K).

Institutional investors have sold a total of 21,122,430 shares in the last 24 months. This volume of shares sold represents approximately $3.74B in transactions.



This page (NYSE:SPG) was last updated on 5/11/2026 by MarketBeat.com Staff.
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