Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SPG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 36.8M | $6.87B | -1.2% | 11.333% | 0.12% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 23.1M | $4.31B | β | 7.111% | 0.23% |
| 3 | STATE STREET CORP | 20.9M | $3.90B | -2.6% | 6.444% | 0.13% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 20.6M | $3.84B | β | 6.333% | 0.10% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 10.8M | $2.01B | +2.4% | 3.333% | 0.13% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 9.1M | $1.71B | +15.2% | 2.816% | 0.32% |
| 7 | Capital World Investors | 9.1M | $1.69B | +5.1% | 2.786% | 0.23% |
| 8 | BANK OF AMERICA CORP /DE/ | 8.5M | $1.59B | +6.1% | 2.618% | 0.12% |
| 9 | MORGAN STANLEY | 5.4M | $1.01B | -0.0% | 1.669% | 0.06% |
| 10 | FMR LLC | 5.0M | $939.2M | +127.3% | 1.550% | 0.05% |
| 11 | NORTHERN TRUST CORP | 5.0M | $933.1M | -1.2% | 1.540% | 0.12% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 4.6M | $859.2M | +2.3% | 1.418% | 0.18% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.3M | $796.9M | +0.7% | 1.315% | 0.12% |
| 14 | Legal & General Group Plc | 3.7M | $688.2M | -2.5% | 1.136% | 0.16% |
| 15 | GOLDMAN SACHS GROUP INC | 3.6M | $669.1M | +39.6% | 1.104% | 0.08% |
| 16 | Invesco Ltd. | 3.2M | $604.7M | -2.2% | 0.998% | 0.09% |
| 17 | Nuveen, LLC | 2.9M | $535.8M | -22.4% | 0.884% | 0.15% |
| 18 | PRINCIPAL FINANCIAL GROUP INC | 2.6M | $484.1M | -9.2% | 0.799% | 0.26% |
| 19 | DEUTSCHE BANK AG\ | 2.4M | $456.2M | -6.7% | 0.753% | 0.15% |
| 20 | Boston Partners | 2.3M | $429.4M | -4.2% | 0.709% | 0.45% |
| 21 | CANADA PENSION PLAN INVESTMENT BOARD | 2.2M | $411.9M | +117.0% | 0.680% | 0.27% |
| 22 | Bank of New York Mellon Corp | 2.1M | $387.8M | -1.9% | 0.640% | 0.07% |
| 23 | Resolution Capital Ltd | 2.0M | $372.8M | -1.4% | 0.615% | 7.84% |
| 24 | Amundi | 2.0M | $371.3M | +19.0% | 0.613% | 0.10% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 1.8M | $340.8M | β | 0.562% | 0.09% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SPG β a direct measure of their conviction.
Filings activity in SPG during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SPG position in Q1 2026
Institutions that fully closed their SPG position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,274 | +1.0% | 71.37% | 0.62 pp | $50.78B | 0.9% |
| Q4 2025 | 1,261 | +6.9% | 71.99% | +0.66 pp | $51.23B | +0.9% |
| Q3 2025 | 1,180 | 0.3% | 71.33% | +10.89 pp | $50.75B | +18% |
| Q2 2025 | 1,184 | +1.9% | 60.44% | 0.22 pp | $43.01B | 0.4% |
| Q1 2025 | 1,162 | +1.5% | 60.66% | 3.18 pp | $43.16B | 5.0% |
| Q4 2024 | 1,145 | +4.6% | 63.84% | +6.48 pp | $45.42B | +11% |
| Q3 2024 | 1,095 | +2.8% | 57.36% | +2.04 pp | $40.81B | +3.7% |
| Q2 2024 | 1,065 | β | 55.32% | β | $39.36B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SPG stock.
Based on Q1 2026 13F filings, institutional ownership of Simon Property Group, Inc. stands at 71.4%, held across 1,274 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SPG, with approximately 36,813,649 shares worth $6.87B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of SPG.
Our composite Smart Money Score for SPG is 33 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
138 institutions opened new positions in SPG during Q1 2026, while 125 fully exited. 754 added to existing positions and 379 trimmed.
SPG institutional ownership fell by 0.62 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 54.9% of all reported 13F value in SPG, and the top 25 account for 71.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Simon Property Group, Inc. (SPG) Institutional Ownership