Ranked by reported Q2 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. | 37.3M | $8.34B | +1.2% | 11.493% | 0.12% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 27.9M | $6.24B | +20.7% | 8.597% | 0.28% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 20.6M | $4.61B | +0.3% | 6.362% | 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.
Filings activity in SPG during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,372 | +5.1% | 94.25% | 12.57 pp | $64.79B | +24% |
| Q1 2026 | 1,305 | +2.9% | 106.82% | +0.64 pp | $52.16B | +1.7% |
| Q4 2025 | 1,268 | +6.0% | 106.18% | +1.50 pp | $51.29B | +0.5% |
| Q3 2025 | 1,196 | +1.0% | 104.68% | 0.20 pp | $51.01B | +19% |
| Q2 2025 | 1,184 | +1.9% | 104.88% | +2.19 pp | $43.01B | 0.4% |
| Q1 2025 | 1,162 | +1.5% | 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.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | LEIBOWITZ REUBEN S | Buy | 430 | $223.14 | $96K |
| Jun 30, 2026 | GLASSCOCK LARRY C | Buy | 330 | $223.14 | $74K |
| Jun 30, 2026 | Smith Daniel C. | Buy | 314 | $223.14 | $70K |
| Jun 30, 2026 | RODKIN GARY M | Buy | 209 | $223.14 | $47K |
| Jun 30, 2026 | Aeppel Glyn | Buy | 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 |
Quick answers to the most common questions about buying SPG stock.
Based on Q2 2026 13F filings, institutional ownership of Simon Property Group, Inc. stands at 94.3%, held across 1,372 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SPG, with approximately 37,269,192 shares worth $8.34B as of Q2 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 35 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
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