Who owns Simon Property Group (SPG)
Which tracked institutional funds hold SPG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
261 tracked funds added or opened SPG while 206 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SPG’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes SPG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SPG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1299 tracked filers holding SPG, 633 increased or opened the position and 552 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SPG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 49
- VANGUARD PORTFOLIO MANAGEMENT LLC$4.3B
- VANGUARD CAPITAL MANAGEMENT LLC$3.8B
- VANGUARD FIDUCIARY TRUST CO$341M
- Capital Research Global Investors$154M
- Vanguard Global Advisers, LLC$133M
- VANGUARD ASSET MANAGEMENT, Ltd$105M
Full exits 43
- VANGUARD GROUP INC$8.7B
- VIRGINIA RETIREMENT SYSTEMS ET Al$79M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$33M
- Skandinaviska Enskilda Banken AB (publ)$29M
- CIBC WORLD MARKETS CORP$23M
- ExodusPoint Capital Management, LP$17M
Largest adds
- FMR LLC$524M
- NORGES BANK$348M
- WELLINGTON MANAGEMENT GROUP LLP$235M
- CANADA PENSION PLAN INVESTMENT BOARD$224M
- GOLDMAN SACHS GROUP INC$185M
- BANK OF AMERICA CORP /DE/$103M
Largest trims
- BlackRock, Inc.$846M
- Nuveen, LLC$149M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$135M
- JPMORGAN CHASE & CO$135M
- COHEN & STEERS, INC.$81M
- STATE STREET CORP$73M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 37,269,192 | $8.3B | 13.4% | 2026-Q2 |
| STATE STREET CORP trimmed | 20,356,570 | $4.6B | 7.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 23,098,132 | $4.3B | 6.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 20,573,701 | $3.8B | 6.1% | 2026-Q1 |
| Capital World Investors added | 10,524,034 | $2.4B | 3.8% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 9,390,325 | $2.1B | 3.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 10,825,713 | $2.0B | 3.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 8,503,133 | $1.6B | 2.5% | 2026-Q1 |
| FMR LLC added | 5,561,360 | $1.2B | 2.0% | 2026-Q2 |
| COHEN & STEERS, INC. trimmed | 5,882,007 | $1.1B | 1.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 5,672,420 | $1.0B | 1.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 5,421,797 | $1.0B | 1.6% | 2026-Q1 |
| NORGES BANK trimmed | 4,293,287 | $960M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 5,002,392 | $933M | 1.5% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 4,114,943 | $920M | 1.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,606,481 | $859M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,272,265 | $797M | 1.3% | 2026-Q1 |
| Invesco Ltd. added | 3,544,285 | $793M | 1.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 3,689,236 | $688M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 3,406,548 | $635M | 1.0% | 2026-Q1 |
| Nuveen, LLC trimmed | 2,872,728 | $536M | 0.9% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 2,595,216 | $484M | 0.8% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 2,445,544 | $456M | 0.7% | 2026-Q1 |
| Boston Partners trimmed | 2,302,071 | $429M | 0.7% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 2,208,113 | $412M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,079,177 | $388M | 0.6% | 2026-Q1 |
| Resolution Capital Ltd trimmed | 1,998,411 | $373M | 0.6% | 2026-Q1 |
| Amundi added | 1,990,741 | $371M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,827,056 | $341M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,689,330 | $315M | 0.5% | 2026-Q1 |
| Daiwa Securities Group Inc. trimmed | 1,578,080 | $294M | 0.5% | 2026-Q1 |
| Smead Capital Management, Inc. trimmed | 1,559,860 | $291M | 0.5% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 1,543,083 | $288M | 0.5% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,513,071 | $282M | 0.5% | 2026-Q1 |
| UBS Group AG added | 1,447,258 | $270M | 0.4% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 1,400,195 | $261M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,361,112 | $252M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 1,280,948 | $239M | 0.4% | 2026-Q1 |
| National Pension Service trimmed | 1,213,342 | $226M | 0.4% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 1,209,585 | $226M | 0.4% | 2026-Q1 |
| Capital Research Global Investors added | 989,525 | $221M | 0.4% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 1,074,449 | $200M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 1,066,090 | $199M | 0.3% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 972,504 | $193M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,001,795 | $187M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 958,127 | $179M | 0.3% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 949,568 | $178M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 931,496 | $173M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH added | 906,444 | $169M | 0.3% | 2026-Q1 |
| Hamlin Capital Management, LLC trimmed | 897,986 | $168M | 0.3% | 2026-Q1 |
| APG Asset Management US Inc. added | 880,641 | $166M | 0.3% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 867,361 | $162M | 0.3% | 2026-Q1 |
| KBC Group NV trimmed | 840,002 | $157M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 827,925 | $154M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 823,874 | $154M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 795,190 | $148M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 768,235 | $143M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 736,026 | $137M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 731,017 | $135M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 711,224 | $133M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 699,006 | $130M | 0.2% | 2026-Q1 |
| Aberdeen Group plc added | 672,353 | $125M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 665,938 | $124M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 663,175 | $124M | 0.2% | 2026-Q1 |
| PGGM Investments trimmed | 638,078 | $119M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 622,970 | $116M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 621,101 | $116M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 620,632 | $116M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 600,575 | $112M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 590,537 | $110M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 576,903 | $108M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 573,005 | $107M | 0.2% | 2026-Q1 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC added | 567,093 | $106M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 562,902 | $105M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 516,460 | $96M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 483,798 | $90M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 399,615 | $89M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 393,451 | $88M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 381,645 | $85M | 0.1% | 2026-Q2 |
| Adelante Capital Management LLC trimmed | 449,333 | $84M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 447,492 | $83M | 0.1% | 2026-Q1 |
| WORLDQUANT MILLENNIUM ADVISORS LLC trimmed | 445,178 | $83M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 437,528 | $82M | 0.1% | 2026-Q1 |
| BBFIT INVESTMENTS PTE LTD | 432,500 | $81M | 0.1% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK added | 415,211 | $77M | 0.1% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 412,169 | $77M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 411,845 | $77M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 392,538 | $73M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 391,529 | $73M | 0.1% | 2026-Q1 |
| AEW CAPITAL MANAGEMENT L P trimmed | 386,175 | $72M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 378,320 | $71M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 372,641 | $70M | 0.1% | 2026-Q1 |
| STRS OHIO trimmed | 370,703 | $69M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 352,964 | $66M | 0.1% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 350,993 | $65M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 344,635 | $64M | 0.1% | 2026-Q1 |
| Ensign Peak Advisors, Inc | 342,012 | $64M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 46,969,966 | $8.7B | 13.9% | 2025-Q4 stale |
| PARNASSUS INVESTMENTS, LLC trimmed | 670,528 | $111M | 0.2% | 2025-Q1 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 424,830 | $79M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.