| 0.10% |
| 4 | STATE STREET CORP | 20.4M | $4.55B | -2.8% | 6.277% | 0.07% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 11.3M | $2.53B | +4.7% | 3.496% | 0.13% |
| 6 | Capital World Investors | 10.5M | $2.35B | +16.3% | 3.245% | 0.28% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 9.4M | $2.10B | +2.6% | 2.896% | 0.36% |
| 8 | BANK OF AMERICA CORP /DE/ | 8.2M | $1.84B | -3.0% | 2.544% | 0.12% |
| 9 | MORGAN STANLEY | 5.6M | $1.24B | +2.7% | 1.717% | 0.07% |
| 10 | FMR LLC | 5.6M | $1.24B | +10.4% | 1.715% | 0.05% |
| 11 | NORTHERN TRUST CORP | 5.1M | $1.13B | +1.4% | 1.565% | 0.13% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 4.6M | $1.02B | -1.2% | 1.404% | 0.18% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.5M | $1.01B | +5.9% | 1.396% | 0.13% |
| 14 | JPMORGAN CHASE & CO | 4.3M | $973.2M | -24.6% | 1.319% | 0.05% |
| 15 | NORGES BANK | 4.3M | $960.2M | — | 1.324% | 0.10% |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 3.6M | $806.2M | +13579.7% | 1.112% | 0.15% |
| 17 | Invesco Ltd. | 3.5M | $792.7M | +9.3% | 1.093% | 0.06% |
| 18 | Legal & General Group Plc | 3.5M | $784.0M | -5.0% | 1.081% | 0.16% |
| 19 | GOLDMAN SACHS GROUP INC | 3.1M | $702.9M | -12.4% | 0.969% | 0.06% |
| 20 | Nuveen, LLC | 2.9M | $640.7M | -0.3% | 0.884% | 0.15% |
| 21 | Boston Partners | 2.4M | $530.6M | +3.1% | 0.732% | 0.47% |
| 22 | DEUTSCHE BANK AG\ | 2.3M | $512.3M | -6.3% | 0.706% | 0.15% |
| 23 | CANADA PENSION PLAN INVESTMENT BOARD | 2.2M | $489.6M | -0.9% | 0.675% | 0.27% |
| 24 | ROYAL BANK OF CANADA | 2.1M | $467.6M | +21.3% | 0.645% | 0.07% |
| 25 | Bank of New York Mellon Corp | 2.1M | $464.9M | -0.0% | 0.641% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SPG — a direct measure of their conviction.
| 102.69% |
| 2.27 pp |
| $43.16B |
| 5.0% |
| Q4 2024 | 1,145 | +4.6% | 104.96% | +5.19 pp | $45.42B | +11% |
| Q3 2024 | 1,095 | — | 99.77% | — | $40.81B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
| 199 |
| $223.14 |
| $44K |
| Jun 30, 2026 | STEWART MARTA R | Buy | 179 | $223.14 | $40K |
| Jun 30, 2026 | Roe Peggy | Buy | 80 | $223.14 | $18K |
148 institutions opened new positions in SPG during Q2 2026, while 89 fully exited. 1,046 added to existing positions and 136 trimmed.
SPG institutional ownership fell by 12.57 percentage points quarter-over-quarter, with a net change of +67 holders.
The top 10 institutions account for 54.1% of all reported 13F value in SPG, and the top 25 account for 71.5%.
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