Who Owns Simon Property Group Stock?
NYSE: SPGReal EstateReal Estate Investment TrustsUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 96.09%
- Held by insiders
- 1.80%
- Institutional holders
- 1,862
- Institutions 96.1%
- Insiders 1.8%
- Public and other 2.1%
Who owns Simon Property Group stock?
Institutional investors own about 96.1% of Simon Property Group's shares, spread across 1,862 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 1.80% of SPG.
The largest institutional holders are Blackrock Inc. (11.52%), Vanguard Portfolio Management LLC (8.62%) and Vanguard Capital Management LLC (6.38%). Together, the top 10 institutions control 48.5% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their SPG positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SPG
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 37.27M | 11.52% | +1.2% |
| Vanguard Portfolio Management LLC | 27.88M | 8.62% | +20.7% |
| Vanguard Capital Management LLC | 20.63M | 6.38% | +0.3% |
| State Street Corporation | 20.36M | 6.29% | -2.8% |
| Geode Capital Management, LLC | 11.34M | 3.50% | +4.7% |
| Capital World Investors | 10.52M | 3.25% | +16.3% |
| Wellington Management Group, LLP | 9.39M | 2.90% | +2.6% |
| Bank of America Corporation | 8.25M | 2.55% | -3.0% |
| Cohen & Steers Inc. | 5.87M | 1.81% | -0.2% |
| Morgan Stanley | 5.57M | 1.72% | +2.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SPG
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | 12.36M | 3.82% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 9.78M | 3.02% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 8.40M | 2.60% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 6.67M | 2.06% |
| Income Fund of America | 6.53M | 2.02% |
| VANGUARD WELLINGTON FUND | 5.09M | 1.57% |
| iShares Trust-iShares Core S&P 500 ETF | 4.32M | 1.33% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 4.21M | 1.30% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 3.97M | 1.23% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | 2.93M | 0.91% |
Frequently asked questions
Who is the largest shareholder of Simon Property Group?
Blackrock Inc. is the largest institutional shareholder of SPG, owning 11.52% of shares outstanding (37.27M shares) as of its latest 13F filing.
What percentage of Simon Property Group is owned by institutions?
Institutions own about 96.1% of SPG shares and 97.9% of the public float.
How much of Simon Property Group do insiders own?
Insiders, such as officers and directors, own about 1.80% of SPG shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.