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Institutional Ownership · SEC Form 13F

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.

1,300
Institutional holders
297M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added37,269,192$8.3B13.4%2026-Q2
STATE STREET CORP trimmed20,356,570$4.6B7.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC new23,098,132$4.3B6.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new20,573,701$3.8B6.1%2026-Q1
Capital World Investors added10,524,034$2.4B3.8%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added9,390,325$2.1B3.4%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added10,825,713$2.0B3.2%2026-Q1
BANK OF AMERICA CORP /DE/ added8,503,133$1.6B2.5%2026-Q1
FMR LLC added5,561,360$1.2B2.0%2026-Q2
COHEN & STEERS, INC. trimmed5,882,007$1.1B1.8%2026-Q1
JPMORGAN CHASE & CO trimmed5,672,420$1.0B1.7%2026-Q1
MORGAN STANLEY trimmed5,421,797$1.0B1.6%2026-Q1
NORGES BANK trimmed4,293,287$960M1.5%2026-Q2
NORTHERN TRUST CORP trimmed5,002,392$933M1.5%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added4,114,943$920M1.5%2026-Q2
DIMENSIONAL FUND ADVISORS LP added4,606,481$859M1.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added4,272,265$797M1.3%2026-Q1
Invesco Ltd. added3,544,285$793M1.3%2026-Q2
Legal & General Group Plc trimmed3,689,236$688M1.1%2026-Q1
GOLDMAN SACHS GROUP INC added3,406,548$635M1.0%2026-Q1
Nuveen, LLC trimmed2,872,728$536M0.9%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed2,595,216$484M0.8%2026-Q1
DEUTSCHE BANK AG\ trimmed2,445,544$456M0.7%2026-Q1
Boston Partners trimmed2,302,071$429M0.7%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added2,208,113$412M0.7%2026-Q1
Bank of New York Mellon Corp trimmed2,079,177$388M0.6%2026-Q1
Resolution Capital Ltd trimmed1,998,411$373M0.6%2026-Q1
Amundi added1,990,741$371M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,827,056$341M0.5%2026-Q1
ROYAL BANK OF CANADA added1,689,330$315M0.5%2026-Q1
Daiwa Securities Group Inc. trimmed1,578,080$294M0.5%2026-Q1
Smead Capital Management, Inc. trimmed1,559,860$291M0.5%2026-Q1
PRUDENTIAL FINANCIAL INC added1,543,083$288M0.5%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed1,513,071$282M0.5%2026-Q1
UBS Group AG added1,447,258$270M0.4%2026-Q1
CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed1,400,195$261M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed1,361,112$252M0.4%2026-Q1
HSBC HOLDINGS PLC added1,280,948$239M0.4%2026-Q1
National Pension Service trimmed1,213,342$226M0.4%2026-Q1
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed1,209,585$226M0.4%2026-Q1
Capital Research Global Investors added989,525$221M0.4%2026-Q2
Caisse de depot et placement du Quebec added1,074,449$200M0.3%2026-Q1
HighTower Advisors, LLC trimmed1,066,090$199M0.3%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed972,504$193M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added1,001,795$187M0.3%2026-Q1
Swiss National Bank added958,127$179M0.3%2026-Q1
CANADA LIFE ASSURANCE Co added949,568$178M0.3%2026-Q1
Russell Investments Group, Ltd. trimmed931,496$173M0.3%2026-Q1
Allianz Asset Management GmbH added906,444$169M0.3%2026-Q1
Hamlin Capital Management, LLC trimmed897,986$168M0.3%2026-Q1
APG Asset Management US Inc. added880,641$166M0.3%2026-Q1
DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed867,361$162M0.3%2026-Q1
KBC Group NV trimmed840,002$157M0.3%2026-Q1
BANK OF MONTREAL /CAN/ added827,925$154M0.2%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed823,874$154M0.2%2026-Q1
BARCLAYS PLC trimmed795,190$148M0.2%2026-Q1
BESSEMER GROUP INC added768,235$143M0.2%2026-Q1
SEI INVESTMENTS CO added736,026$137M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed731,017$135M0.2%2026-Q1
Vanguard Global Advisers, LLC new711,224$133M0.2%2026-Q1
PANAGORA ASSET MANAGEMENT INC trimmed699,006$130M0.2%2026-Q1
Aberdeen Group plc added672,353$125M0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed665,938$124M0.2%2026-Q1
RHUMBLINE ADVISERS added663,175$124M0.2%2026-Q1
PGGM Investments trimmed638,078$119M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added622,970$116M0.2%2026-Q1
CITIGROUP INC added621,101$116M0.2%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD added620,632$116M0.2%2026-Q1
Asset Management One Co., Ltd. trimmed600,575$112M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added590,537$110M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added576,903$108M0.2%2026-Q1
California Public Employees Retirement System trimmed573,005$107M0.2%2026-Q1
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC added567,093$106M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new562,902$105M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed516,460$96M0.2%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed483,798$90M0.1%2026-Q1
MARSHALL WACE, LLP added399,615$89M0.1%2026-Q2
TWO SIGMA INVESTMENTS, LP added393,451$88M0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed381,645$85M0.1%2026-Q2
Adelante Capital Management LLC trimmed449,333$84M0.1%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed447,492$83M0.1%2026-Q1
WORLDQUANT MILLENNIUM ADVISORS LLC trimmed445,178$83M0.1%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed437,528$82M0.1%2026-Q1
BBFIT INVESTMENTS PTE LTD432,500$81M0.1%2026-Q1
CAPITAL ADVISORS INC/OK added415,211$77M0.1%2026-Q1
Alyeska Investment Group, L.P. added412,169$77M0.1%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed411,845$77M0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed392,538$73M0.1%2026-Q1
FRANKLIN RESOURCES INC trimmed391,529$73M0.1%2026-Q1
AEW CAPITAL MANAGEMENT L P trimmed386,175$72M0.1%2026-Q1
Vanguard Investments Australia, Ltd. new378,320$71M0.1%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed372,641$70M0.1%2026-Q1
STRS OHIO trimmed370,703$69M0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed352,964$66M0.1%2026-Q1
Treasurer of the State of North Carolina added350,993$65M0.1%2026-Q1
LAZARD ASSET MANAGEMENT LLC added344,635$64M0.1%2026-Q1
Ensign Peak Advisors, Inc342,012$64M0.1%2026-Q1
VANGUARD GROUP INC added46,969,966$8.7B13.9%2025-Q4 stale
PARNASSUS INVESTMENTS, LLC trimmed670,528$111M0.2%2025-Q1 stale
VIRGINIA RETIREMENT SYSTEMS ET Al trimmed424,830$79M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership