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Simon Property Group (SPG) Institutional Ownership

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$204.38 -0.44 (-0.21%)
Closing price 09/28/2026 03:59 PM Eastern
Extended Trading
$203.31 -1.07 (-0.52%)
As of 09:04 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
775
Total
Institutional Inflows
(last 12 months)
$8.87B
Number of
Institutional Sellers
(last 12 months)
519
Total
Institutional Outflows
(last 12 months)
$3.11B
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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
9/23/2026QRG Capital Management Inc.50,462$11.29M0.1%-58.9%0.016%
9/23/2026Envestnet Portfolio Solutions Inc.1,818$407K0.0%-57.8%0.001%
9/23/2026Envestnet Asset Management Inc.337,371$75.45M0.0%+3.7%0.104%
9/22/2026State Street Corp20,356,570$4.55B0.1%-2.7%6.291%
9/10/2026U S Wealth Group LLC.16,406$3.67M1.8%+9.8%0.005%
9/9/2026The Manufacturers Life Insurance Company248,541$55.59M0.0%+1.2%0.077%
9/9/2026Sequoia Financial Advisors LLC11,752$2.63M0.0%+20.2%0.004%
9/9/2026IPG Investment Advisors LLC8,509$1.90M0.3%N/A0.003%
9/9/2026National Pension Service1,223,015$273.53M0.2%+0.8%0.378%
9/9/2026Capital Analysts LLC568$127K0.0%-19.7%0.000%
9/9/2026Pinnacle Wealth Management Advisory Group LLC5,297$1.19M0.1%+12.9%0.002%
9/9/2026Integrated Wealth Concepts LLC6,970$1.56M0.0%-29.4%0.002%
9/9/2026NewEdge Advisors LLC36,812$8.23M0.0%+0.8%0.011%
9/9/2026IFP Advisors Inc3,512$785K0.0%+24.1%0.001%
9/9/2026Baird Financial Group Inc.30,096$6.73M0.0%-21.7%0.009%
9/8/2026Allworth Financial LP18,256$4.08M0.0%-6.9%0.006%
9/8/2026Arizona State Retirement System90,137$20.16M0.1%+0.8%0.028%
9/8/2026Waverly Advisors LLC7,132$1.60M0.0%+73.0%0.002%
9/8/2026Nykredit A S112,614$25.19M0.1%N/A0.035%
9/2/2026Brown Lisle Cummings Inc.2,494$558K0.1%-7.7%0.001%
8/27/2026VELA Investment Management LLC2,480$555K0.1%-8.3%0.001%
8/27/2026Corient Private Wealth LP87,140$19.49M0.0%+64.3%0.027%
8/26/2026Amundi1,335,838$298.76M0.1%-32.9%0.413%
8/26/2026HighTower Advisors LLC1,021,493$228.46M0.2%-4.2%0.316%
8/25/2026Groupe la Francaise27,311$6.11M0.1%-40.6%0.008%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al375,156$83.90M0.5%N/A0.116%
8/23/2026VELA Investment Management LLC2,480$555K0.1%-8.3%0.001%
8/23/2026Ameritas Advisory Services LLC1,127$252K0.0%-15.8%0.000%
8/23/2026Wedmont Private Capital7,560$1.65M0.0%+3.8%0.002%
8/23/2026HB Wealth Management LLC8,313$1.86M0.0%+1.0%0.003%
8/23/2026Saudi Central Bank22,739$5.09M0.1%+88.7%0.007%
8/23/2026Angeles Wealth Management LLC1,064$238K0.0%N/A0.000%
8/23/2026Riverview Capital Advisers LLC28,555$6.39M1.8%-3.3%0.009%
8/22/2026AlphaGrep UK Ltd1,819$407K0.1%N/A0.001%
8/22/2026Plan A Wealth LLC1,149$257K0.1%N/A0.000%
8/22/2026BAM Wealth Management LLC1,607$359K0.2%+44.5%0.000%
8/22/2026Raiffeisen Bank International AG9,865$2.25M0.0%+2.7%0.003%
8/22/2026Syon Capital LLC9,336$2.09M0.1%+3.3%0.003%
8/22/2026TD Waterhouse Canada Inc.29,031$6.48M0.0%+502.8%0.009%
8/22/2026Premier Path Wealth Partners LLC4,201$939K0.1%+6.1%0.001%
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8/22/2026Concurrent Investment Advisors LLC31,582$7.06M0.1%-1.5%0.010%
8/22/2026NEOS Investment Management LLC118,677$26.54M0.1%+15.2%0.037%
8/21/2026AXQ Capital LP1,107$248K0.0%N/A0.000%
8/21/2026Continuum Advisory LLC269$60K0.0%N/A0.000%
8/21/2026Nykredit A S112,614$25.19M0.1%N/A0.035%
8/21/2026Coppell Advisory Solutions LLC5,603$1.25M0.2%N/A0.002%
8/21/2026Emergent Wealth Advisors LLC8,473$1.88M1.0%+4.5%0.003%
8/21/2026Symphony Financial Ltd. Co.925$207K0.0%N/A0.000%
8/21/2026Investors Research Corp4,431$991K0.2%+3.3%0.001%
8/20/2026Proficio Capital Partners LLC3,483$779K0.0%+158.6%0.001%
8/20/2026Clifford Swan Investment Counsel LLC954$213K0.0%N/A0.000%
8/20/2026Rehmann Capital Advisory Group2,940$658K0.0%+26.5%0.001%
8/20/2026Ancora Advisors LLC120$27K0.0%-81.9%0.000%
8/20/2026Sigma Planning Corp9,827$2.20M0.1%-23.4%0.003%
8/20/2026Two Sigma Securities LLC3,756$840K0.1%-10.2%0.001%
8/20/2026Benjamin Edwards Inc.5,579$1.25M0.0%-18.7%0.002%
8/20/2026GTS Securities LLC3,726$833K0.0%-32.1%0.001%
8/20/2026Northwestern Mutual Wealth Management Co.36,671$8.20M0.0%+0.8%0.011%
8/20/2026Wedbush Securities Inc.4,492$1.01M0.0%-16.4%0.001%
8/20/2026Sheets Smith Wealth Management33,264$7.44M0.7%-1.9%0.010%
8/20/2026Greenleaf Trust8,949$2.00M0.0%-4.2%0.003%
8/19/2026Capital Advisors Inc. OK412,689$92.30M1.4%-0.6%0.128%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,604,590$806.17M0.1%+13,579.7%1.114%
8/19/2026Washington Trust Bank1,571$351K0.0%-10.8%0.000%
8/19/2026New Mexico Educational Retirement Board16,195$3.62M0.1%+7.3%0.005%
8/19/2026Royal London Asset Management Ltd.211,096$47.21M0.1%-1.0%0.065%
8/19/2026Mufg Securities Americas Inc.9,767$2.18M0.1%+8.5%0.003%
8/19/2026Van ECK Associates Corp204,842$45.81M0.0%-1.7%0.063%
8/19/2026Ferguson Wellman Capital Management Inc.966$216K0.0%N/A0.000%
8/19/2026Nissay Asset Management Corp Japan94,522$21.14M0.1%+0.8%0.029%
8/19/2026Wellington Management Group LLP9,390,325$2.10B0.4%+2.7%2.902%
8/19/2026Kingsview Wealth Management LLC14,835$3.32M0.0%-68.3%0.005%
8/18/2026Beacon Pointe Advisors LLC42,639$9.54M0.0%+2.8%0.013%
8/18/2026Rakuten Investment Management Inc.53,072$12.08M0.0%+9.8%0.016%
8/18/2026Empowered Funds LLC88,615$19.82M0.1%-10.7%0.027%
8/18/2026United Capital Financial Advisors LLC14,809$3.31M0.0%+1.9%0.005%
8/18/2026Equitable Holdings Inc.17,874$4.00M0.0%-7.0%0.006%
8/18/2026Public Employees Retirement System of Ohio476,989$106.68M0.3%-1.4%0.147%
8/17/2026Proficio Capital Partners LLC3,483$779K0.0%+158.6%0.001%
8/17/2026Pure Financial Advisors LLC1,864$417K0.0%+6.2%0.001%
8/17/2026Adelante Capital Management LLC417,092$93.28M6.1%-7.2%0.129%
8/17/2026Corient Private Wealth LP92,273$20.64M0.0%+74.0%0.029%
8/17/2026Corient Private Wealth LP92,272$20.64M0.0%N/A0.029%
8/17/2026Ausdal Financial Partners Inc.1,379$308K0.0%+6.4%0.000%
8/17/2026Bamco Inc. NY163,566$36.58M0.1%-1.5%0.051%
8/17/2026Bank of America Corp DE8,248,498$1.84B0.1%-3.0%2.549%
8/15/2026Magnolia Capital Advisors LLC2,813$629K0.1%N/A0.001%
8/15/2026Caisse de depot et placement du Quebec643,630$143.95M0.2%N/A0.198%
8/15/2026Gallagher Fiduciary Advisors LLC2,003$448K0.0%N/A0.001%
8/15/2026Man Group plc15,116$3.38M0.0%N/A0.005%
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8/15/2026First Bancorp Inc ME1,878$420K0.2%N/A0.001%
8/15/2026Jupiter Topco LLC462,314$103.45M0.0%N/A0.143%
8/14/2026Ancora Advisors LLC120$27K0.0%N/A0.000%
8/14/2026Canada Pension Plan Investment Board2,189,345$489.65M0.3%N/A0.675%
8/14/2026Nicholas Investment Partners LP49,290$11.02M0.6%N/A0.015%
8/14/2026Legal & General Group Plc3,505,359$783.97M0.2%N/A1.081%
8/14/2026The Manufacturers Life Insurance Company248,541$55.59M0.0%N/A0.077%
8/14/2026Jones Financial Companies Lllp36,637$8.19M0.0%N/A0.011%
8/14/2026Fiduciary Financial Advisors156$34K0.0%N/A0.000%
8/14/2026L2 Asset Management LLC3,508$785K0.1%N/A0.001%


SPG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,300 institutional investors and hedge funds held shares of Simon Property Group. The most heavily invested institutionals were Vanguard Group Inc. ($8.69B), BlackRock Inc. ($8.34B), State Street Corp ($4.55B), Wellington Management Group LLP ($2.10B), Geode Capital Management LLC ($1.95B), Bank of America Corp DE ($1.84B), and Capital World Investors ($1.59B).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 1,135 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 ($7.22M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($6.77M), Nuveen LLC ($4.36M), Legal & General Group Plc ($3.63M), Capital World Investors ($3.52M), and Canada Pension Plan Investment Board ($2.26M).

Institutional investors have bought a total of 44,704,281 shares in the last 24 months. This purchase volume represents approximately $8.87B in transactions.

Of the 519 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), Amundi ($981.31K), State Street Corp ($854.58K), Principal Financial Group Inc. ($840.61K), Nuveen LLC ($694.37K), Deutsche Bank AG ($538.47K), and Macquarie Group Ltd. ($525.00K).

Institutional investors have sold a total of 16,152,995 shares in the last 24 months. This volume of shares sold represents approximately $3.11B in transactions.



Institutional ownership data for NYSE:SPG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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