SIMON PPTY GROUP INC NEW (SPG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,295
Reporting holders
$65.9B
Reported value
1.1%
Held as options
+54
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $8.3B | 37,269,192 | 0.12% | 8q | +1.2%+$101.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.2B | 27,878,674 | 0.28% | 2q | +20.7%+$1.1B |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.6B | 20,632,222 | 0.10% | 2q | HELD |
| STATE STREET CORP | $4.6B | 20,356,570 | 0.14% | 31q | -2.7%-$128.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $2.5B | 11,335,910 | 0.13% | 31q | +4.7%+$113.8M |
| Capital World Investors | $2.4B | 10,524,034 | 0.28% | 7q | +16.3%+$329.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $2.1B | 9,390,325 | 0.36% | 31q | +2.7%+$54.3M |
| BANK OF AMERICA CORP /DE/ | $1.8B | 8,248,498 | 0.12% | 31q | -3.0%-$56.9M |
| MORGAN STANLEY | $1.2B | 5,566,600 | 0.07% | 35q | +2.7%+$32.4M |
| FMR LLC | $1.2B | 5,561,360 | 0.05% | 31q | +10.5%+$117.7M |
| NORTHERN TRUST CORP | $1.1B | 5,073,232 | 0.13% | 31q | +1.4%+$15.8M |
| DIMENSIONAL FUND ADVISORS LP | $1.0B | 4,552,481 | 0.18% | 31q | -1.2%-$12.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.0B | 4,525,891 | 0.13% | 31q | +5.9%+$56.7M |
| Sixth Street Partners Management Company, L.P. | $1.0B | 4,525,891 | 0.13% | new | NEW |
| JPMORGAN CHASE & CO | $973.2M | 4,276,720 | 0.05% | 31q | -24.6%-$317.6M |
| NORGES BANK | $960.2M | 4,293,287 | 0.10% | 32q | -28.5%-$383.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $806.2M | 3,604,590 | 0.15% | 31q | +13579.7%+$800.3M |
| Invesco Ltd. | $792.7M | 3,544,285 | 0.06% | 31q | +9.3%+$67.6M |
| Legal & General Group Plc | $784.0M | 3,505,359 | 0.16% | 31q | -5.0%-$41.1M |
| GOLDMAN SACHS GROUP INC | $702.9M | 3,087,753 | 0.06% | 31q | -9.4%-$72.6M |
| Nuveen, LLC | $640.7M | 2,864,885 | 0.15% | 6q | HELD |
| Boston Partners | $530.6M | 2,372,645 | 0.47% | 27q | +3.1%+$15.8M |
| DEUTSCHE BANK AG\ | $512.3M | 2,290,431 | 0.15% | 34q | -6.3%-$34.7M |
| CANADA PENSION PLAN INVESTMENT BOARD | $489.6M | 2,189,345 | 0.27% | 31q | -0.8%-$4.2M |
| ROYAL BANK OF CANADA | $467.6M | 2,090,957 | 0.07% | 31q | +23.8%+$89.8M |
| Bank of New York Mellon Corp | $464.9M | 2,078,596 | 0.08% | 31q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $461.0M | 2,061,411 | 0.23% | 31q | -20.6%-$119.4M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $436.2M | 1,950,376 | 2.06% | 31q | +12.4%+$48.2M |
| VANGUARD FIDUCIARY TRUST CO | $413.5M | 1,848,903 | 0.09% | 2q | +1.2%+$4.9M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $359.3M | 1,606,504 | 3.07% | 31q | +14.7%+$46.1M |
| UBS Group AG | $355.9M | 1,380,583 | 0.05% | 31q | -4.6%-$17.2M |
| Daiwa Securities Group Inc. | $337.4M | 1,508,731 | 0.66% | 31q | -4.4%-$15.5M |
| Sumitomo Mitsui Trust Group, Inc. | $326.1M | 1,457,893 | 0.19% | 31q | -3.6%-$12.3M |
| HSBC HOLDINGS PLC | $326.0M | 1,393,927 | 0.14% | 31q | +8.8%+$26.4M |
| PRUDENTIAL FINANCIAL INC | $321.3M | 1,436,745 | 0.35% | 31q | -6.9%-$23.8M |
| Smead Capital Management, Inc. | $313.0M | 1,399,725 | 6.71% | 26q | -10.3%-$35.8M |
| AMERIPRISE FINANCIAL INC | $304.7M | 1,364,286 | 0.06% | 31q | -49.9%-$303.2M |
| Amundi | $298.8M | 1,335,838 | 0.07% | 21q | -32.9%-$146.5M |
| Resolution Capital Ltd | $293.0M | 1,310,049 | 5.39% | 7q | -34.4%-$154.0M |
| National Pension Service | $273.5M | 1,223,015 | 0.18% | 31q | +0.8%+$2.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $237.9M | 1,063,661 | 0.13% | 31q | +6.2%+$13.8M |
| BNP PARIBAS FINANCIAL MARKETS | $234.5M | 554,973 | 0.08% | 31q | -10.9%-$28.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $234.4M | 28,430 | 0.02% | 31q | -50.7%-$240.8M |
| HighTower Advisors, LLC | $228.5M | 1,021,493 | 0.22% | 31q | -4.2%-$10.0M |
| Capital Research Global Investors | $221.3M | 989,525 | 0.03% | 2q | +19.7%+$36.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $221.0M | 923,713 | 0.07% | 6q | -5.0%-$11.7M |
| BANK OF MONTREAL /CAN/ | $215.0M | 942,135 | 0.07% | 31q | +13.8%+$26.1M |
| Russell Investments Group, Ltd. | $214.5M | 957,972 | 0.19% | 31q | +2.8%+$5.9M |
| California Public Employees Retirement System | $207.9M | 929,555 | 0.12% | 31q | +62.2%+$79.7M |
| Swiss National Bank | $204.9M | 916,227 | 0.11% | 31q | -4.4%-$9.4M |
| APG Asset Management US Inc. | $199.1M | 892,987 | 1.40% | 31q | +1.4%+$2.8M |
| Hamlin Capital Management, LLC | $193.8M | 866,580 | 4.36% | 7q | -3.5%-$7.0M |
| Allianz Asset Management GmbH | $182.0M | 853,682 | 0.16% | 40q | -5.8%-$11.2M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $174.0M | 777,870 | 0.12% | 31q | -5.6%-$10.3M |
| Vanguard Global Advisers, LLC | $156.2M | 698,331 | 0.07% | 2q | -1.8%-$2.9M |
| Aberdeen Group plc | $153.0M | 684,249 | 0.21% | 31q | +1.8%+$2.7M |
| RHUMBLINE ADVISERS | $152.4M | 681,441 | 0.11% | 31q | +2.8%+$4.1M |
| WELLS FARGO & COMPANY/MN | $150.2M | 671,618 | 0.02% | 31q | -49.6%-$147.7M |
| BARCLAYS PLC | $145.1M | 648,594 | 0.03% | 31q | -18.4%-$32.8M |
| Caisse de depot et placement du Quebec | $143.9M | 643,630 | 0.21% | 10q | -40.1%-$96.4M |
| NOMURA ASSET MANAGEMENT CO LTD | $143.6M | 642,294 | 0.31% | 31q | +3.5%+$4.8M |
| PANAGORA ASSET MANAGEMENT INC | $142.0M | 634,837 | 0.44% | 31q | -9.2%-$14.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $141.7M | 633,667 | 0.10% | 2q | +12.6%+$15.8M |
| RAYMOND JAMES FINANCIAL INC | $139.3M | 622,818 | 0.04% | 7q | +5.5%+$7.2M |
| CITIGROUP INC | $138.4M | 593,025 | 0.05% | 31q | -4.5%-$6.6M |
| SEI INVESTMENTS CO | $137.9M | 616,642 | 0.12% | 31q | -16.2%-$26.7M |
| ALLIANCEBERNSTEIN L.P. | $137.6M | 737,685 | 0.05% | 31q | +0.9%+$1.2M |
| Asset Management One Co., Ltd. | $134.9M | 603,265 | 0.35% | 31q | HELD |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $124.7M | 557,363 | 4.44% | 31q | -1.7%-$2.2M |
| VICTORY CAPITAL MANAGEMENT INC | $123.1M | 550,246 | 0.07% | 31q | -4.6%-$6.0M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $122.2M | 546,521 | 1.70% | 31q | -54.8%-$148.3M |
| AMERICAN CENTURY COMPANIES INC | $118.9M | 531,784 | 0.05% | 31q | +21.5%+$21.1M |
| CITADEL ADVISORS LLC | $117.7M | 149,374 | 0.01% | 31q | -86.9%-$779.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $110.4M | 494,362 | 0.17% | 7q | +25.9%+$22.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $109.8M | 491,044 | 0.05% | 2q | +255.5%+$78.9M |
| FRANKLIN RESOURCES INC | $107.8M | 481,999 | 0.02% | 31q | +23.1%+$20.2M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $106.7M | 476,989 | 0.31% | 31q | -1.4%-$1.5M |
| Jupiter Topco LLC | $103.4M | 462,314 | 0.04% | new | FIRST |
| 1832 Asset Management L.P. | $99.9M | 446,547 | 0.05% | 5q | +310.7%+$75.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $98.0M | 438,173 | 0.15% | 3q | -2.1%-$2.1M |
| BBFIT INVESTMENTS PTE LTD | $96.7M | 432,500 | 8.80% | 3q | HELD |
| AEW CAPITAL MANAGEMENT L P | $93.4M | 417,753 | 5.58% | 16q | +8.2%+$7.1M |
| Adelante Capital Management LLC | $93.3M | 417,092 | 6.13% | 10q | -7.2%-$7.2M |
| CAPITAL ADVISORS INC/OK | $92.3M | 412,689 | 1.36% | 23q | -0.6%-$564.0K |
| MARSHALL WACE, LLP | $89.4M | 399,615 | 0.07% | 3q | +24.5%+$17.6M |
| TWO SIGMA INVESTMENTS, LP | $88.0M | 393,451 | 0.06% | 2q | +1764.5%+$83.3M |
| NEUBERGER BERMAN GROUP LLC | $87.7M | 392,050 | 0.06% | 31q | +5.2%+$4.3M |
| AQR CAPITAL MANAGEMENT LLC | $85.4M | 381,645 | 0.03% | 31q | -11.7%-$11.3M |
| Vanguard Investments Australia, Ltd. | $84.4M | 377,431 | 0.21% | 2q | HELD |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $79.8M | 357,013 | 0.08% | 31q | -13.3%-$12.3M |
| STIFEL FINANCIAL CORP | $78.5M | 350,916 | 0.07% | 31q | -0.6%-$458.0K |
| Ensign Peak Advisors, Inc | $76.5M | 342,012 | 0.13% | 27q | -50.0%-$76.5M |
| ENVESTNET ASSET MANAGEMENT INC | $75.5M | 337,371 | 0.02% | 31q | +3.7%+$2.7M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $75.0M | 335,344 | 0.26% | 9q | -24.7%-$24.6M |
| FIL Ltd | $74.5M | 332,994 | 0.05% | 31q | +8.9%+$6.1M |
| Uniplan Investment Counsel, Inc. | $74.1M | 558,813 | 3.47% | 23q | +184.2%+$48.0M |
| Mitsubishi UFJ Trust & Banking Corp | $73.7M | 329,438 | 0.16% | 31q | +1.1%+$798.7K |
| CREDIT AGRICOLE S A | $73.0M | 326,215 | 0.15% | 12q | +16.0%+$10.1M |
| LPL Financial LLC | $72.6M | 324,448 | 0.02% | 31q | +2.6%+$1.8M |
| Artemis Investment Management LLP | $72.2M | 322,889 | 0.64% | 2q | -3.6%-$2.7M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G/A | Vanguard Portfolio Management | 8.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,295 | $65.9B | 291,831,517 | 147 | 454 | 404 | 1.1% |
| Q1 2026 | 1,241 | $52.8B | 279,840,314 | 100 | 442 | 392 | 1.3% |
| Q4 2025 | 1,211 | $51.8B | 276,335,320 | 93 | 424 | 353 | 1.2% |
| Q3 2025 | 1,149 | $52.4B | 275,730,090 | 110 | 407 | 359 | 1.3% |
| Q2 2025 | 1,121 | $43.8B | 268,817,972 | 101 | 443 | 340 | 1.3% |
| Q1 2025 | 1,113 | $45.4B | 270,368,959 | 90 | 414 | 341 | 1.3% |
| Q4 2024 | 1,102 | $45.6B | 261,565,041 | 90 | 355 | 340 | 1.2% |
| Q3 2024 | 1,039 | $44.4B | 259,140,932 | 100 | 363 | 331 | 1.4% |
| Q2 2024 | 1,003 | $39.7B | 257,693,492 | 79 | 351 | 310 | 1.4% |
| Q1 2024 | 984 | $42.5B | 267,232,000 | 100 | 314 | 323 | 1.9% |
| Q4 2023 | 953 | $37.8B | 259,249,952 | 109 | 287 | 322 | 2.1% |
| Q3 2023 | 857 | $26.9B | 243,926,036 | 52 | 272 | 300 | 2.1% |
| Q2 2023 | 852 | $28.3B | 239,793,008 | 60 | 289 | 292 | 2.2% |
| Q1 2023 | 831 | $27.9B | 245,971,537 | 71 | 306 | 264 | 2.6% |
| Q4 2022 | 776 | $26.3B | 218,263,699 | 110 | 266 | 233 | 2.7% |
| Q3 2022 | 917 | $25.8B | 279,675,163 | 75 | 374 | 287 | 2.5% |
| Q2 2022 | 937 | $27.2B | 279,553,577 | 80 | 399 | 290 | 2.3% |
| Q1 2022 | 1,005 | $38.6B | 285,654,142 | 89 | 382 | 336 | 2.6% |
| Q4 2021 | 1,050 | $48.6B | 290,085,657 | 133 | 379 | 295 | 4.7% |
| Q3 2021 | 918 | $39.1B | 286,458,103 | 86 | 340 | 287 | 4.6% |
| Q2 2021 | 904 | $39.0B | 287,942,309 | 121 | 317 | 272 | 4.0% |
| Q1 2021 | 848 | $34.6B | 287,890,956 | 139 | 298 | 251 | 5.3% |
| Q4 2020 | 783 | $27.6B | 295,897,867 | 136 | 287 | 202 | 8.4% |
| Q3 2020 | 680 | $19.0B | 272,869,326 | 76 | 247 | 216 | 7.3% |
| Q2 2020 | 680 | $19.8B | 274,876,448 | 117 | 212 | 260 | 5.2% |
| Q1 2020 | 664 | $16.3B | 292,630,543 | 73 | 255 | 246 | 1.9% |
| Q4 2019 | 793 | $45.3B | 301,133,678 | 63 | 267 | 289 | 1.2% |
| Q3 2019 | 773 | $46.6B | 295,172,851 | 80 | 267 | 288 | 1.5% |
| Q2 2019 | 776 | $49.4B | 300,328,602 | 60 | 281 | 283 | 1.8% |
| Q1 2019 | 818 | $55.1B | 299,404,487 | 85 | 291 | 259 | 1.1% |
| Q4 2018 | 807 | $52.2B | 308,604,174 | 13 | 18 | 11 | 0.8% |