DaveManuel.com · Institutional Ownership · Who Owns It
SIMON PPTY GROUP INC NEW (SPG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,383
Reporting holders
$68.6B
Reported value
0.5%
Calls
0.7%
Puts
+56
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $8.3B | 37,269,192 | 0.12% | 8q | +1.2%+$101.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.2B | 27,878,674 | 0.28% | 2q | +20.7%+$1.1B |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.6B | 20,632,222 | 0.10% | 2q | HELD |
| STATE STREET CORP | $4.6B | 20,356,570 | 0.13% | 31q | -2.7%-$128.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $2.5B | 11,335,910 | 0.13% | 31q | +4.7%+$113.8M |
| Capital World Investors | $2.4B | 10,524,034 | 0.28% | 7q | +16.3%+$329.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $2.1B | 9,390,325 | 0.36% | 31q | +2.7%+$54.3M |
| BANK OF AMERICA CORP /DE/ | $1.8B | 8,248,498 | 0.12% | 31q | -3.0%-$56.9M |
| COHEN & STEERS, INC. | $1.3B | 5,870,615 | 2.08% | 31q | HELD |
| MORGAN STANLEY | $1.2B | 5,566,600 | 0.07% | 35q | +2.7%+$32.4M |
| FMR LLC | $1.2B | 5,561,360 | 0.05% | 31q | +10.5%+$117.7M |
| NORTHERN TRUST CORP | $1.1B | 5,073,232 | 0.13% | 31q | +1.4%+$15.8M |
| DIMENSIONAL FUND ADVISORS LP | $1.0B | 4,552,481 | 0.18% | 31q | -1.2%-$12.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.0B | 4,525,891 | 0.13% | 31q | +5.9%+$56.7M |
| JPMORGAN CHASE & CO | $978.4M incl. $5.2M options CALL+PUT | 4,276,720 | 0.05% | 31q | -24.6%-$319.3M |
| NORGES BANK | $960.2M | 4,293,287 | 0.10% | 32q | -28.5%-$383.5M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $920.3M | 4,114,943 | 0.09% | 31q | +15.2%+$121.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $806.2M | 3,604,590 | 0.15% | 31q | +13579.7%+$800.3M |
| Invesco Ltd. | $792.7M | 3,544,285 | 0.06% | 31q | +9.3%+$67.6M |
| Legal & General Group Plc | $784.0M | 3,505,359 | 0.16% | 31q | -5.0%-$41.1M |
| GOLDMAN SACHS GROUP INC | $702.9M incl. $12.3M options CALL+PUT | 3,087,753 | 0.06% | 31q | -9.4%-$72.6M |
| Nuveen, LLC | $640.7M | 2,864,885 | 0.15% | 6q | HELD |
| Boston Partners | $530.6M | 2,372,645 | 0.47% | 27q | +3.1%+$15.8M |
| DEUTSCHE BANK AG\ | $512.3M | 2,290,431 | 0.15% | 34q | -6.3%-$34.7M |
| CANADA PENSION PLAN INVESTMENT BOARD | $489.6M | 2,189,345 | 0.27% | 31q | -0.8%-$4.2M |
| ROYAL BANK OF CANADA | $467.6M | 2,090,957 | 0.07% | 31q | +23.8%+$89.8M |
| Bank of New York Mellon Corp | $464.9M | 2,078,596 | 0.08% | 31q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $461.0M | 2,061,411 | 0.23% | 31q | -20.6%-$119.4M |
| VANGUARD FIDUCIARY TRUST CO | $413.5M | 1,848,903 | 0.09% | 2q | +1.2%+$4.9M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $359.3M | 1,606,504 | 3.07% | 31q | +14.7%+$46.1M |
| UBS Group AG | $355.9M incl. $47.1M options CALL+PUT | 1,380,583 | 0.05% | 31q | -4.6%-$17.2M |
| Daiwa Securities Group Inc. | $337.4M | 1,508,731 | 0.66% | 31q | -4.4%-$15.5M |
| Sumitomo Mitsui Trust Group, Inc. | $326.1M | 1,457,893 | 0.19% | 31q | -3.6%-$12.3M |
| HSBC HOLDINGS PLC | $326.0M incl. $14.0M options CALL+PUT | 1,393,927 | 0.14% | 31q | +8.8%+$26.4M |
| PRUDENTIAL FINANCIAL INC | $321.3M | 1,436,745 | 0.35% | 31q | -6.9%-$23.8M |
| Smead Capital Management, Inc. | $313.0M | 1,399,725 | 6.71% | 26q | -10.3%-$35.8M |
| AMERIPRISE FINANCIAL INC | $304.7M | 1,364,286 | 0.06% | 31q | HELD |
| Amundi | $298.8M | 1,335,838 | 0.07% | 21q | -32.9%-$146.5M |
| Resolution Capital Ltd | $293.0M | 1,310,049 | 5.39% | 7q | -34.4%-$154.0M |
| Allianz Asset Management GmbH | $274.2M incl. $11.0M options CALL+PUT | 1,176,483 | 0.22% | 40q | +29.8%+$62.9M |
| National Pension Service | $273.5M | 1,223,015 | 0.18% | 31q | +0.8%+$2.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $237.9M | 1,063,661 | 0.13% | 31q | +6.2%+$13.8M |
| BNP PARIBAS FINANCIAL MARKETS | $234.5M incl. $110.3M options CALL+PUT | 554,973 | 0.08% | 31q | -10.9%-$28.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $234.4M incl. $228.1M options CALL+PUT | 28,430 | 0.02% | 31q | -50.7%-$240.8M |
| HighTower Advisors, LLC | $228.5M | 1,021,493 | 0.22% | 31q | -4.2%-$10.0M |
| Capital Research Global Investors | $221.3M | 989,525 | 0.03% | 2q | +19.7%+$36.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $221.0M | 923,713 | 0.07% | 6q | -5.0%-$11.7M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $218.1M | 975,188 | 2.06% | 31q | +12.4%+$24.1M |
| BANK OF MONTREAL /CAN/ | $215.0M incl. $4.2M options CALL+PUT | 942,135 | 0.07% | 31q | +13.8%+$26.1M |
| Russell Investments Group, Ltd. | $214.5M | 957,972 | 0.19% | 31q | +2.8%+$5.9M |
| CANADA LIFE ASSURANCE Co | $212.1M | 948,914 | 0.34% | 31q | HELD |
| California Public Employees Retirement System | $207.9M | 929,555 | 0.12% | 31q | +62.2%+$79.7M |
| Swiss National Bank | $204.9M | 916,227 | 0.11% | 31q | -4.4%-$9.4M |
| APG Asset Management US Inc. | $199.1M | 892,987 | 1.40% | 31q | +1.4%+$2.8M |
| Hamlin Capital Management, LLC | $193.8M | 866,580 | 4.36% | 7q | -3.5%-$7.0M |
| BESSEMER GROUP INC | $175.9M | 786,681 | 0.24% | 31q | +2.4%+$4.1M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $174.0M | 777,870 | 0.12% | 31q | -5.6%-$10.3M |
| KBC Group NV | $166.0M | 742,069 | 0.36% | 31q | -11.7%-$21.9M |
| Vanguard Global Advisers, LLC | $156.2M | 698,331 | 0.07% | 2q | -1.8%-$2.9M |
| Aberdeen Group plc | $153.0M | 684,249 | 0.21% | 31q | +1.8%+$2.7M |
| RHUMBLINE ADVISERS | $152.4M | 681,441 | 0.11% | 31q | +2.8%+$4.1M |
| WELLS FARGO & COMPANY/MN | $150.2M | 671,618 | 0.02% | 31q | +0.9%+$1.3M |
| BARCLAYS PLC | $145.1M | 648,594 | 0.03% | 31q | -18.4%-$32.8M |
| Caisse de depot et placement du Quebec | $143.9M | 643,630 | 0.21% | 10q | -40.1%-$96.4M |
| NOMURA ASSET MANAGEMENT CO LTD | $143.6M | 642,294 | 0.31% | 31q | +3.5%+$4.8M |
| PANAGORA ASSET MANAGEMENT INC | $142.0M | 634,837 | 0.44% | 31q | -9.2%-$14.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $141.7M | 633,667 | 0.10% | 2q | +12.6%+$15.8M |
| RAYMOND JAMES FINANCIAL INC | $139.3M | 622,818 | 0.04% | 7q | +5.5%+$7.2M |
| CITIGROUP INC | $138.4M incl. $5.8M options CALL+PUT | 593,025 | 0.05% | 31q | -4.5%-$6.6M |
| SEI INVESTMENTS CO | $137.9M | 616,642 | 0.12% | 31q | -16.2%-$26.7M |
| ALLIANCEBERNSTEIN L.P. | $137.6M | 737,685 | 0.05% | 31q | +0.9%+$1.2M |
| Asset Management One Co., Ltd. | $134.9M | 603,265 | 0.35% | 31q | HELD |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $124.7M | 557,363 | 4.44% | 31q | -1.7%-$2.2M |
| VICTORY CAPITAL MANAGEMENT INC | $123.1M | 550,246 | 0.07% | 31q | -4.6%-$6.0M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $122.2M | 546,521 | 1.70% | 31q | -54.8%-$148.3M |
| AMERICAN CENTURY COMPANIES INC | $118.9M | 531,784 | 0.05% | 31q | +21.5%+$21.1M |
| CITADEL ADVISORS LLC | $117.7M incl. $84.2M options CALL+PUT | 149,374 | 0.01% | 31q | -86.9%-$779.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $110.4M | 494,362 | 0.17% | 7q | +25.9%+$22.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $109.8M | 491,044 | 0.05% | 2q | +255.5%+$78.9M |
| FRANKLIN RESOURCES INC | $107.8M | 481,999 | 0.02% | 31q | +23.1%+$20.2M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $106.7M | 476,989 | 0.31% | 31q | -1.4%-$1.5M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $105.3M | 470,733 | 0.10% | 31q | -8.9%-$10.2M |
| Cardano Risk Management B.V. | $104.3M | 466,269 | 0.80% | new | NEW |
| Jupiter Topco LLC | $103.4M | 462,314 | 0.04% | new | FIRST |
| 1832 Asset Management L.P. | $99.9M | 446,547 | 0.05% | 5q | +310.7%+$75.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $98.0M | 438,173 | 0.15% | 3q | -2.1%-$2.1M |
| BBFIT INVESTMENTS PTE LTD | $96.7M | 432,500 | 8.80% | 3q | HELD |
| AEW CAPITAL MANAGEMENT L P | $93.4M | 417,753 | 5.58% | 16q | +8.2%+$7.1M |
| Adelante Capital Management LLC | $93.3M | 417,092 | 6.13% | 10q | -7.2%-$7.2M |
| CAPITAL ADVISORS INC/OK | $92.3M | 412,689 | 1.36% | 23q | -0.6%-$564.0K |
| MARSHALL WACE, LLP | $89.4M | 399,615 | 0.07% | 3q | +24.5%+$17.6M |
| TWO SIGMA INVESTMENTS, LP | $88.0M | 393,451 | 0.06% | 2q | +1764.5%+$83.3M |
| NEUBERGER BERMAN GROUP LLC | $87.7M | 392,050 | 0.06% | 31q | +5.2%+$4.3M |
| AQR CAPITAL MANAGEMENT LLC | $85.4M | 381,645 | 0.03% | 31q | -11.7%-$11.3M |
| Vanguard Investments Australia, Ltd. | $84.4M | 377,431 | 0.21% | 2q | HELD |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $83.9M | 375,156 | 0.50% | 25q | -19.5%-$20.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $79.8M | 357,013 | 0.08% | 31q | -13.3%-$12.3M |
| STIFEL FINANCIAL CORP | $78.5M | 350,916 | 0.07% | 31q | -0.6%-$458.0K |
| Treasurer of the State of North Carolina | $78.3M | 350,233 | 0.20% | 34q | HELD |
| Thrivent Financial for Lutherans | $78.1M | 349,259 | 0.13% | 31q | +256.0%+$56.2M |
Showing the largest 100 of 1,383 reported holders.
Q2 2026 in brief
In Q2 2026, 1,383 managers that file Form 13F reported holding Simon Ppty Group Inc New (SPG), $68.6B in all. 160 managers opened a position and 104 sold out completely, against 1,327 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Portfolio Management Llc and Vanguard Capital Management Llc. Largest new positions: Cardano Risk Management B.V. ($104.3M), Btg Pactual Asset Management Us Llc ($18.9M) and Parallax Volatility Advisers, L.P. ($16.8M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-30 | LEIBOWITZ REUBEN S | Director | Bought | 508 | $113.5K ×3 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 464 | $2.6B | 12,959,931 | 31 | 150 | 139 | 0.0% |
| Q2 2026 | 1,383 | $68.6B | 303,130,053 | 149 | 476 | 439 | 1.2% |
| Q1 2026 | 1,327 | $55.4B | 292,994,540 | 101 | 472 | 421 | 1.4% |
| Q4 2025 | 1,302 | $55.3B | 294,922,170 | 99 | 450 | 383 | 1.3% |
| Q3 2025 | 1,242 | $56.5B | 297,228,332 | 119 | 436 | 390 | 1.4% |
| Q2 2025 | 1,227 | $47.8B | 293,247,743 | 109 | 478 | 376 | 1.4% |
| Q1 2025 | 1,214 | $49.7B | 295,182,320 | 100 | 447 | 376 | 1.3% |
| Q4 2024 | 1,210 | $51.2B | 293,307,774 | 96 | 382 | 387 | 1.2% |
| Q3 2024 | 1,150 | $50.2B | 293,059,382 | 109 | 396 | 374 | 1.4% |
| Q2 2024 | 1,118 | $45.0B | 292,412,693 | 89 | 390 | 353 | 1.5% |
| Q1 2024 | 1,103 | $48.8B | 306,003,785 | 107 | 363 | 363 | 2.0% |
| Q4 2023 | 1,080 | $43.9B | 300,242,065 | 119 | 321 | 375 | 2.3% |
| Q3 2023 | 995 | $31.8B | 287,481,695 | 68 | 319 | 346 | 2.3% |
| Q2 2023 | 997 | $33.7B | 284,345,774 | 69 | 338 | 344 | 2.5% |
| Q1 2023 | 995 | $33.7B | 293,910,343 | 86 | 366 | 316 | 3.1% |
| Q4 2022 | 999 | $34.5B | 285,584,967 | 124 | 326 | 339 | 2.8% |
| Q3 2022 | 907 | $80.3B | 1,068,542,712 | 78 | 363 | 286 | 1.1% |
| Q2 2022 | 929 | $89.2B | 1,056,731,407 | 82 | 393 | 289 | 0.9% |
| Q1 2022 | 998 | $98.3B | 856,559,633 | 89 | 379 | 332 | 1.2% |
| Q4 2021 | 1,043 | $130.2B | 1,237,372,697 | 138 | 375 | 293 | 1.9% |
| Q3 2021 | 913 | $88.9B | 764,160,961 | 86 | 340 | 283 | 2.2% |
| Q2 2021 | 902 | $78.8B | 1,299,026,370 | 125 | 315 | 267 | 2.2% |
| Q1 2021 | 842 | $87.7B | 1,321,602,915 | 140 | 295 | 249 | 2.4% |
| Q4 2020 | 781 | $61.7B | 1,136,351,393 | 137 | 282 | 203 | 4.2% |
| Q3 2020 | 681 | $54.5B | 1,172,698,425 | 78 | 248 | 214 | 2.9% |
| Q2 2020 | 680 | $58.2B | 1,200,105,120 | 120 | 213 | 256 | 2.1% |
| Q1 2020 | 665 | $52.8B | 1,137,129,480 | 73 | 252 | 248 | 0.7% |
| Q4 2019 | 789 | $141.4B | 1,046,909,367 | 61 | 266 | 287 | 0.4% |
| Q3 2019 | 769 | $137.3B | 1,161,620,863 | 80 | 264 | 288 | 0.6% |
| Q2 2019 | 772 | $146.6B | 1,006,285,573 | 60 | 279 | 283 | 0.7% |
| Q1 2019 | 819 | $218.4B | 1,359,775,273 | 89 | 290 | 257 | 0.3% |
| Q4 2018 | 809 | $189.4B | 1,210,271,257 | 14 | 18 | 10 | 0.3% |