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-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on SPG is one-sided between 2026-Q1 and 2026-Q2: 497 added or opened and 166 trimmed or exited — on balance accumulating.
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, BlackRock, 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 2026-Q1 and 2026-Q2, across 1285 tracked filers holding SPG, 655 increased or opened the position and 618 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 2026-Q1 and 2026-Q2 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 39
- Jupiter Topco LLC$103M
- Nykredit A/S$25M
- L & S Advisors Inc$10M
- Elo Mutual Pension Insurance Co$8M
- Lighthouse Investment Partners, LLC$7M
- IBEX WEALTH ADVISORS$6M
Full exits 99
- COHEN & STEERS, INC.$1.1B
- Amundi$371M
- HighTower Advisors, LLC$199M
- CANADA LIFE ASSURANCE Co$178M
- KBC Group NV$157M
- BESSEMER GROUP INC$143M
Largest adds
- BlackRock, Inc.$2.3B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.9B
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$801M
- VANGUARD CAPITAL MANAGEMENT LLC$777M
- Capital World Investors$666M
- STATE STREET CORP$648M
Largest trims
- NORGES BANK$500M
- CITADEL ADVISORS LLC$178M
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$103M
- MILLENNIUM MANAGEMENT LLC$94M
- Resolution Capital Ltd$80M
- JPMORGAN CHASE & CO$61M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 37,269,192 | $8.3B | 14.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 27,878,674 | $6.2B | 10.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 20,632,222 | $4.6B | 7.8% | 2026-Q2 |
| STATE STREET CORP trimmed | 20,356,570 | $4.6B | 7.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 11,335,910 | $2.5B | 4.3% | 2026-Q2 |
| Capital World Investors added | 10,524,034 | $2.4B | 4.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 9,390,325 | $2.1B | 3.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 8,248,498 | $1.8B | 3.1% | 2026-Q2 |
| MORGAN STANLEY added | 5,566,600 | $1.2B | 2.1% | 2026-Q2 |
| FMR LLC added | 5,561,360 | $1.2B | 2.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 5,073,232 | $1.1B | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 4,552,481 | $1.0B | 1.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,525,891 | $1.0B | 1.7% | 2026-Q2 |
| NORGES BANK trimmed | 4,293,287 | $960M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 4,276,720 | $973M | 1.6% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 4,114,943 | $920M | 1.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,604,590 | $806M | 1.4% | 2026-Q2 |
| Invesco Ltd. added | 3,544,285 | $793M | 1.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 3,505,359 | $784M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 3,087,753 | $691M | 1.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 2,864,885 | $641M | 1.1% | 2026-Q2 |
| Boston Partners added | 2,372,645 | $531M | 0.9% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 2,290,431 | $512M | 0.9% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 2,189,345 | $490M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,090,957 | $468M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,078,596 | $465M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 2,061,411 | $461M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,848,903 | $414M | 0.7% | 2026-Q2 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC added | 1,606,504 | $359M | 0.6% | 2026-Q2 |
| Daiwa Securities Group Inc. trimmed | 1,508,731 | $337M | 0.6% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,457,893 | $326M | 0.6% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 1,436,745 | $321M | 0.5% | 2026-Q2 |
| Smead Capital Management, Inc. trimmed | 1,399,725 | $313M | 0.5% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,393,927 | $312M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 1,380,583 | $309M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,364,286 | $305M | 0.5% | 2026-Q2 |
| Resolution Capital Ltd trimmed | 1,310,049 | $293M | 0.5% | 2026-Q2 |
| National Pension Service added | 1,223,015 | $274M | 0.5% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,063,661 | $238M | 0.4% | 2026-Q2 |
| Capital Research Global Investors added | 989,525 | $221M | 0.4% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 975,188 | $218M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 957,972 | $215M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 942,135 | $211M | 0.4% | 2026-Q2 |
| California Public Employees Retirement System added | 929,555 | $208M | 0.4% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 923,713 | $221M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 916,227 | $205M | 0.3% | 2026-Q2 |
| APG Asset Management US Inc. added | 892,987 | $199M | 0.3% | 2026-Q2 |
| Hamlin Capital Management, LLC trimmed | 866,580 | $194M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 853,682 | $171M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 777,870 | $174M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 737,685 | $138M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 698,331 | $156M | 0.3% | 2026-Q2 |
| Aberdeen Group plc added | 684,249 | $153M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 681,441 | $152M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 671,618 | $150M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 648,594 | $145M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 643,630 | $144M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 642,294 | $144M | 0.2% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 634,837 | $142M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 633,667 | $142M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 622,818 | $139M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 616,642 | $138M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 603,265 | $135M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 593,025 | $133M | 0.2% | 2026-Q2 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC trimmed | 557,363 | $125M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 554,973 | $124M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 550,246 | $123M | 0.2% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 546,521 | $122M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 531,784 | $119M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 494,362 | $110M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 491,044 | $110M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 481,999 | $108M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 476,989 | $107M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 470,733 | $105M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 462,314 | $103M | 0.2% | 2026-Q2 |
| 1832 Asset Management L.P. added | 446,547 | $100M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 438,173 | $98M | 0.2% | 2026-Q2 |
| BBFIT INVESTMENTS PTE LTD | 432,500 | $97M | 0.2% | 2026-Q2 |
| AEW CAPITAL MANAGEMENT L P added | 417,753 | $93M | 0.2% | 2026-Q2 |
| Adelante Capital Management LLC trimmed | 417,092 | $93M | 0.2% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK trimmed | 412,689 | $92M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 399,615 | $89M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 393,451 | $88M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 392,050 | $88M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 381,645 | $85M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. trimmed | 377,431 | $84M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 375,156 | $84M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 357,013 | $80M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 350,916 | $78M | 0.1% | 2026-Q2 |
| Ensign Peak Advisors, Inc | 342,012 | $76M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 337,371 | $75M | 0.1% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC trimmed | 335,344 | $75M | 0.1% | 2026-Q2 |
| FIL Ltd added | 332,994 | $74M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 329,438 | $74M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A added | 326,215 | $73M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 324,448 | $73M | 0.1% | 2026-Q2 |
| Artemis Investment Management LLP trimmed | 322,889 | $72M | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 322,010 | $72M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 311,688 | $70M | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 310,277 | $69M | 0.1% | 2026-Q2 |
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.