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SPG · Simon Property Group Inc. · Holdings

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$212.36 +6.81 (+3.31%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$66.51B
Shares
323.56M
Volume · Oct 22 785.69K Avg daily vol (3M) 1.28M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of SPG: 13F, 13D and 13G, insiders and funds →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 1,378
Total Value: $67,992,646,222
Total Shares: 304,833,968
Showing 1–100 of 1,421 holdings by value · page 1 of 15

Institutional Ownership Trend

27 quarters

Superinvestors Holding SPG

All superinvestors →
Joel Greenblatt $24,233,595 Mario Gabelli $230,806

Holder Concentration

Across 1,379 13F filers
Top Holder
12.2%
Sep 2023 → Jun 2026 · range 12.2% – 15.9%
of institutional value
Top 5
38.5%
Sep 2023 → Jun 2026 · range 37.9% – 48.3%
of institutional value
Top 10
51.5%
Sep 2023 → Jun 2026 · range 50.9% – 58.3%
of institutional value
HHI
404
Sep 2023 → Jun 2026 · range 393 – 570
Broadly held

Who Holds SPG

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 1,367 filers, like-for-like change +1.9%; actively managed books +1.1%; index-like books +2.8%.

Holder type Share Filers Change
Registered adviser 35.7% 812 +7.4%
Exempt adviser 0.1% 4 +2.6%
Adviser 8.0% 22 +7.5%
Bank 16.2% 45 -3.9%
Insurer 1.3% 5 -14.4%
Broker-dealer 0.1% 1 -7.3%
Benefit plan 0.6% 7 -22.1%
Non-US 4.0% 20 -0.3%
Holding company 21.0% 13 +0.7%
Unknown 13.1% 438 -2.3%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 11 holders with no observed 2026-03-31 13F and 15 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC; Trask Adam Roland continues as Burnham & Co LLC.

Conviction and Crowding

1,365 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
26
1.90% of filers hold it in their top 10
Mar 31, 2026: 26
Holders above 5%
10
median weight 0.047%
Mar 31, 2026: 8
Crowding
—
the issuer has more than one class of common stock, so its count is the total across classes
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
the issuer has more than one class of common stock, so its count is the total across classes
Top 10 holders
51.8%
of 13F shares, Herfindahl 0.041
Active holders
+1.3%
like-for-like share change of active filers
5% stakes on record
5
0 13D, 5 13G (5 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 17.4 quarters
Under 1 year 19.6% 1 to 3 years 20.5% 3 years or more 59.9% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$174.12
estimated per share
Mar 31, 2026: $168.57
Quarter-end price
$223.46
implied by 13F values
Estimated gain or loss
+28.3%
price against the estimated cost
Estimated at a loss
0.010%
of costed 13F value

Estimated cost covers 9.43% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies SPG's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 WELL Welltower Inc. 119
2 JPM Jpmorgan Chase & Co 328
3 AVGO Broadcom Inc. 312
4 AAPL Apple Inc. 347
5 EQIX Equinix Inc 93
6 MSFT Microsoft Corp 344
7 LLY ELI LILLY & Co 291
8 WMT Walmart Inc. 280
9 NVDA Nvidia Corp 334
10 JNJ Johnson & Johnson 292

Shareholder Targets

13F filers that own its peers but not SPG, quarter ended Jun 30, 2026

Found through its holder-overlap peers: WELL, JPM, AVGO, AAPL, EQIX, MSFT, LLY, WMT, NVDA, JNJ, VTR, GOOGL, BAC, CVX, META, CSCO, ABBV, AMZN, V, MU. 5,981 filers in all.

# Filer In peers
1 Capital International Investors Adviser, Diversified active $176,443,013,838 18 held
2 Berkshire Hathaway Inc Insurer, Concentrated $145,244,318,166 4 held
3 LILLY ENDOWMENT INC Unknown, Unknown $108,400,867,760 1 held
4 JENNISON ASSOCIATES LLC Registered adviser, Diversified active $73,995,782,336 17 held
5 PRIMECAP MANAGEMENT CO/CA/ Registered adviser, Diversified active $54,319,979,405 16 held
6 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Insurer, Diversified active $46,116,953,528 11 held
7 Sanders Capital, LLC Registered adviser, Concentrated $43,981,326,445 11 held
8 Clearbridge Investments, LLC Registered adviser, Diversified active $32,671,208,045 19 held
9 T. Rowe Price Investment Management, Inc. Adviser, Diversified active $26,837,744,482 17 held
10 ACADIAN ASSET MANAGEMENT LLC Unknown, Diversified active $22,853,300,346 19 held

Fund Ownership of SPG by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 27.66% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 6.10% 19,750,880
Index ETFs 21.56% 69,759,118
Active ETFs 0.57% 1,831,299
Active funds 11.85% 38,341,201
Unclassified 2.46% 7,959,846
All registered funds 42.54% 137,642,344
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 816 Exempt adviser 5 Adviser 23 Bank 45 Insurer 5 Broker-dealer 2 Benefit plan 7 Non-US 19 Holding company 13 Unknown 443
Showing 100 of 1,421
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Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $8,335,254,781 12.26% 37,269,192
VANGUARD PORTFOLIO MANAGEMENT LLC $6,235,065,440 9.17% 27,878,674
VANGUARD CAPITAL MANAGEMENT LLC $4,614,396,450 6.79% 20,632,222
STATE STREET CORP $4,552,746,880 6.70% 20,356,570
GEODE CAPITAL MANAGEMENT, LLC $2,535,276,271 3.73% 11,335,910
Capital World Investors $2,353,700,204 3.46% 10,524,034
WELLINGTON MANAGEMENT GROUP LLP $2,100,146,181 3.09% 9,390,325
BANK OF AMERICA CORP /DE/ $1,844,776,573 2.71% 8,248,498
COHEN & STEERS, INC. $1,312,963,044 1.93% 5,870,615
MORGAN STANLEY $1,244,970,081 1.83% 5,566,600
FMR LLC $1,243,798,162 1.83% 5,561,360
NORTHERN TRUST CORP $1,134,628,332 1.67% 5,073,232
DIMENSIONAL FUND ADVISORS LP $1,018,162,373 1.50% 4,552,481
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,012,215,521 1.49% 4,525,891
NORGES BANK $960,193,637 1.41% 4,293,287
JPMORGAN CHASE & CO $956,488,418 1.41% 4,276,720
PRICE T ROWE ASSOCIATES INC /MD/ $920,307,000 1.35% 4,114,943
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $806,166,548 1.19% 3,604,590
Invesco Ltd. $792,679,331 1.17% 3,544,285
Legal & General Group Plc $783,973,538 1.15% 3,505,359
GOLDMAN SACHS GROUP INC $690,575,954 1.02% 3,087,753
Nuveen, LLC $640,731,528 0.94% 2,864,885
Boston Partners $530,642,053 0.78% 2,372,645
DEUTSCHE BANK AG\ $512,254,889 0.75% 2,290,431
CANADA PENSION PLAN INVESTMENT BOARD $489,647,009 0.72% 2,189,345
ROYAL BANK OF CANADA $467,642,527 0.69% 2,090,957
Bank of New York Mellon Corp $464,877,983 0.68% 2,078,596
PRINCIPAL FINANCIAL GROUP INC $461,034,570 0.68% 2,061,411
VANGUARD FIDUCIARY TRUST CO $413,507,155 0.61% 1,848,903
CENTERSQUARE INVESTMENT MANAGEMENT LLC $359,294,619 0.53% 1,606,504
Daiwa Securities Group Inc. $337,427,687 0.50% 1,508,731
Sumitomo Mitsui Trust Group, Inc. $326,057,769 0.48% 1,457,893
PRUDENTIAL FINANCIAL INC $321,328,017 0.47% 1,436,745
HSBC HOLDINGS PLC $311,751,770 0.46% 1,393,927
UBS Group AG $308,767,386 0.45% 1,380,583
AMERIPRISE FINANCIAL INC $305,122,561 0.45% 1,364,286
Amundi $298,760,166 0.44% 1,335,838
Resolution Capital Ltd $292,992,458 0.43% 1,310,049
National Pension Service $273,527,304 0.40% 1,223,015
Smead Capital Management, Inc. $251,958,216 0.37% 1,255,022
Mitsubishi UFJ Asset Management Co., Ltd. $237,887,782 0.35% 1,063,661
HighTower Advisors, LLC $228,456,909 0.34% 1,021,493
Capital Research Global Investors $221,307,266 0.33% 989,525
DUFF & PHELPS INVESTMENT MANAGEMENT CO $218,100,794 0.32% 975,188
Russell Investments Group, Ltd. $214,250,430 0.32% 957,972
CANADA LIFE ASSURANCE Co $212,224,616 0.31% 948,914
BANK OF MONTREAL /CAN/ $210,708,488 0.31% 942,135
California Public Employees Retirement System $207,894,975 0.31% 929,555
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $206,588,409 0.30% 923,713
Swiss National Bank $204,914,168 0.30% 916,227
APG Asset Management US Inc. $199,716,542 0.29% 892,987
Allianz Asset Management GmbH $190,925,978 0.28% 853,682
BESSEMER GROUP INC $175,941,201 0.26% 786,681
SCHRODER INVESTMENT MANAGEMENT GROUP $173,970,625 0.26% 777,870
KBC Group NV $165,963,730 0.24% 742,069
ALLIANCEBERNSTEIN L.P. $164,983,250 0.24% 737,685
Hamlin Capital Management, LLC $163,432,893 0.24% 814,071
Vanguard Global Advisers, LLC $156,181,728 0.23% 698,331
Aberdeen Group plc $153,032,288 0.23% 684,249
RHUMBLINE ADVISERS $152,404,279 0.22% 681,441
WELLS FARGO & COMPANY/MN $150,207,363 0.22% 671,618
BARCLAYS PLC $145,058,046 0.21% 648,594
Caisse de depot et placement du Quebec $143,947,849 0.21% 643,630
NOMURA ASSET MANAGEMENT CO LTD $143,649,052 0.21% 642,294
PANAGORA ASSET MANAGEMENT INC $141,981,295 0.21% 634,837
VANGUARD ASSET MANAGEMENT, Ltd $141,719,624 0.21% 633,667
RAYMOND JAMES FINANCIAL INC $139,293,243 0.20% 622,818
SEI INVESTMENTS CO $137,911,982 0.20% 616,642
Asset Management One Co., Ltd. $134,920,217 0.20% 603,265
CITIGROUP INC $132,630,040 0.20% 593,025
SUSQUEHANNA INTERNATIONAL GROUP, LLP $131,864,040 0.19% 589,600
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC $124,654,234 0.18% 557,363
BNP PARIBAS ARBITRAGE, SA $124,119,711 0.18% 554,973
VICTORY CAPITAL MANAGEMENT INC $123,062,517 0.18% 550,246
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $122,229,420 0.18% 546,521
AMERICAN CENTURY COMPANIES INC $118,933,491 0.17% 531,784
Universal- Beteiligungs- und Servicegesellschaft mbH $110,564,061 0.16% 494,362
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $109,821,990 0.16% 491,044
FRANKLIN RESOURCES INC $107,799,069 0.16% 481,999
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $106,678,589 0.16% 476,989
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $105,279,435 0.15% 470,733
Jupiter Topco LLC $103,396,524 0.15% 462,314
Cardano Risk Management B.V. $101,761,429 0.15% 506,881
1832 Asset Management L.P. $99,870,236 0.15% 446,547
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $97,997,391 0.14% 438,173
BBFIT INVESTMENTS PTE LTD $96,728,625 0.14% 432,500
SUSQUEHANNA INTERNATIONAL GROUP, LLP $96,214,230 0.14% 430,200
AEW CAPITAL MANAGEMENT L P $93,430,457 0.14% 417,753
Adelante Capital Management LLC $93,282,625 0.14% 417,092
CAPITAL ADVISORS INC/OK $92,297,894 0.14% 412,689
MARSHALL WACE, LLP $89,373,893 0.13% 399,615
TWO SIGMA INVESTMENTS, LP $87,995,316 0.13% 393,451
NEUBERGER BERMAN GROUP LLC $87,681,981 0.13% 392,050
AQR CAPITAL MANAGEMENT LLC $85,354,901 0.13% 381,645
Vanguard Investments Australia, Ltd. $84,412,443 0.12% 377,431
VIRGINIA RETIREMENT SYSTEMS ET Al $83,903,639 0.12% 375,156
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $79,845,956 0.12% 357,013
STIFEL FINANCIAL CORP $78,482,361 0.12% 350,916
Treasurer of the State of North Carolina $78,329,610 0.12% 350,233
Thrivent Financial for Lutherans $78,111,774 0.11% 349,259

Showing the top 100 of 1,421 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1063761 CUSIP 828806109 13F (30d) 290 filings 268 filers Visit website Investor relations