SOUTHERN CO (SO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,265
Reporting holders
$76.2B
Reported value
69.7%
Of shares outstanding
1.3%
Held as options
+9
Holder change
Institutions report 785,910,759 shares against 1,127,301,098 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2026-03-31).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $8.9B | 92,990,716 | 0.13% | 8q | +2.9%+$251.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.1B | 73,665,124 | 0.15% | 2q | +3.0%+$203.5M |
| STATE STREET CORP | $6.2B | 64,809,708 | 0.18% | 31q | +2.9%+$175.1M |
| Capital World Investors | $6.0B | 62,518,698 | 0.71% | 5q | +11.2%+$601.0M |
| JPMORGAN CHASE & CO | $3.3B | 32,778,201 | 0.18% | 31q | -24.4%-$1.1B |
| GEODE CAPITAL MANAGEMENT, LLC | $2.8B | 29,315,285 | 0.15% | 31q | +3.4%+$92.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.6B | 27,023,691 | 0.12% | 2q | +3.4%+$84.9M |
| FMR LLC | $2.2B | 22,537,244 | 0.09% | 31q | -1.5%-$33.6M |
| FRANKLIN RESOURCES INC | $1.6B | 16,561,908 | 0.34% | 31q | -1.5%-$23.7M |
| GOLDMAN SACHS GROUP INC | $1.4B | 14,582,492 | 0.12% | 31q | +149.6%+$836.6M |
| NORGES BANK | $1.4B | 14,358,862 | 0.14% | 32q | +12.7%+$154.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.3B | 13,831,354 | 0.42% | 31q | -11.3%-$168.4M |
| MORGAN STANLEY | $1.3B | 13,539,685 | 0.07% | 35q | +4.8%+$59.8M |
| NORTHERN TRUST CORP | $933.7M | 9,755,332 | 0.11% | 31q | -0.7%-$6.9M |
| AMERIPRISE FINANCIAL INC | $915.8M | 9,568,912 | 0.19% | 31q | -49.3%-$890.3M |
| ROYAL BANK OF CANADA | $834.7M | 8,721,450 | 0.12% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $803.2M | 8,392,512 | 0.05% | 31q | HELD |
| Legal & General Group Plc | $737.3M | 7,703,017 | 0.15% | 31q | -1.9%-$13.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $707.0M | 7,386,604 | 0.09% | 31q | +3.9%+$26.4M |
| Sixth Street Partners Management Company, L.P. | $707.0M | 7,386,604 | 0.09% | new | NEW |
| Bank of New York Mellon Corp | $696.6M | 7,278,460 | 0.11% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $605.9M | 6,330,286 | 0.13% | 2q | +2.1%+$12.7M |
| Boston Partners | $591.1M | 6,174,426 | 0.53% | 11q | +15069.1%+$587.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $543.8M | 5,681,674 | 0.10% | 31q | +9.8%+$48.6M |
| Invesco Ltd. | $533.8M | 5,577,317 | 0.04% | 31q | +0.7%+$3.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $528.3M | 5,519,410 | 0.09% | 24q | +22.2%+$96.1M |
| Amundi | $425.7M | 4,447,873 | 0.10% | 21q | +33.8%+$107.5M |
| WELLS FARGO & COMPANY/MN | $412.2M | 4,306,728 | 0.07% | 31q | -49.4%-$402.3M |
| Nuveen, LLC | $379.7M | 3,967,302 | 0.09% | 6q | +2.0%+$7.3M |
| Pictet Asset Management Holding SA | $360.5M | 3,766,323 | 0.34% | 12q | -11.1%-$45.0M |
| UBS Group AG | $359.8M | 3,702,217 | 0.05% | 31q | -9.2%-$36.4M |
| RAYMOND JAMES FINANCIAL INC | $316.4M | 3,306,209 | 0.09% | 7q | +4.9%+$14.7M |
| LPL Financial LLC | $306.6M | 3,203,334 | 0.07% | 31q | +4.3%+$12.7M |
| Swiss National Bank | $304.3M | 3,179,600 | 0.16% | 31q | -1.6%-$5.0M |
| Mawer Investment Management Ltd. | $289.4M | 3,023,312 | 1.97% | 21q | -11.6%-$38.1M |
| DEUTSCHE BANK AG\ | $282.8M | 2,955,110 | 0.08% | 34q | +39.6%+$80.2M |
| National Pension Service | $280.7M | 2,932,978 | 0.18% | 31q | +1.9%+$5.2M |
| BANK OF MONTREAL /CAN/ | $273.8M | 2,860,777 | 0.09% | 31q | +66.1%+$109.0M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $273.4M | 2,856,478 | 0.38% | 6q | +4030.3%+$266.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $264.8M | 2,766,994 | 0.15% | 31q | +10.6%+$25.5M |
| CITADEL ADVISORS LLC | $263.7M | 1,173,137 | 0.03% | 31q | +31.1%+$62.5M |
| DIMENSIONAL FUND ADVISORS LP | $263.6M | 2,753,892 | 0.05% | 31q | +3.7%+$9.5M |
| BARCLAYS PLC | $258.5M | 2,701,178 | 0.05% | 31q | -40.8%-$178.3M |
| ENVESTNET ASSET MANAGEMENT INC | $240.5M | 2,513,008 | 0.06% | 31q | +2.8%+$6.4M |
| Sumitomo Mitsui Trust Group, Inc. | $238.5M | 2,492,383 | 0.14% | 31q | +2.2%+$5.1M |
| CITIGROUP INC | $235.9M | 2,464,771 | 0.08% | 31q | -5.7%-$14.3M |
| Vanguard Global Advisers, LLC | $233.0M | 2,434,744 | 0.11% | 2q | +1.0%+$2.4M |
| FIRST TRUST ADVISORS LP | $232.8M | 2,431,833 | 0.14% | 31q | +227.3%+$161.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $229.0M | 2,392,608 | 0.15% | 2q | +15.6%+$30.9M |
| Ensign Peak Advisors, Inc | $222.1M | 2,320,369 | 0.37% | 27q | -48.6%-$209.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $209.5M | 80,351 | 0.02% | 31q | -60.1%-$315.0M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $204.2M | 2,133,610 | 0.96% | 31q | -0.6%-$1.2M |
| California Public Employees Retirement System | $194.5M | 2,032,644 | 0.11% | 31q | -3.1%-$6.3M |
| HSBC HOLDINGS PLC | $191.1M | 1,992,743 | 0.08% | 31q | +13.9%+$23.3M |
| RHUMBLINE ADVISERS | $188.3M | 1,967,290 | 0.14% | 31q | +2.3%+$4.3M |
| FEDERATED HERMES, INC. | $185.4M | 1,936,635 | 0.27% | 31q | +2.5%+$4.5M |
| Pinnacle Financial Partners, Inc. | $184.9M | 1,932,339 | 1.26% | 3q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $180.2M | 1,652,536 | 0.06% | 31q | +60.0%+$67.6M |
| JENNISON ASSOCIATES LLC | $179.1M | 1,870,949 | 0.11% | 16q | -3.1%-$5.7M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $171.9M | 1,796,076 | 0.83% | 31q | -8.1%-$15.2M |
| Energy Income Partners, LLC | $166.1M | 1,735,602 | 2.61% | 31q | +1.1%+$1.8M |
| Soroban Capital Partners LP | $161.6M | 1,688,287 | 0.34% | 6q | -28.9%-$65.8M |
| Jupiter Topco LLC | $157.2M | 1,642,660 | 0.06% | new | FIRST |
| Empower Advisory Group, LLC | $156.5M | 1,634,931 | 0.37% | 14q | +3.3%+$4.9M |
| JANE STREET GROUP, LLC | $151.1M | 66,158 | 0.01% | 31q | -9.7%-$16.2M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $143.2M | 1,496,314 | 1.99% | 3q | +100.8%+$71.9M |
| HighTower Advisors, LLC | $141.4M | 1,476,938 | 0.14% | 31q | -2.6%-$3.7M |
| PRINCIPAL FINANCIAL GROUP INC | $140.0M | 1,462,913 | 0.07% | 31q | +1.2%+$1.6M |
| CANADA PENSION PLAN INVESTMENT BOARD | $139.5M | 1,457,085 | 0.08% | 31q | +3244.2%+$135.3M |
| Focus Partners Wealth | $134.7M | 1,407,819 | 0.14% | 11q | -3.7%-$5.2M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $131.2M | 1,370,593 | 2.05% | 31q | -3.6%-$4.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $129.0M | 1,347,359 | 0.10% | 31q | -2.8%-$3.7M |
| Assenagon Asset Management S.A. | $115.9M | 1,210,818 | 0.07% | 31q | +98.9%+$57.6M |
| Russell Investments Group, Ltd. | $111.8M | 1,168,322 | 0.10% | 31q | +4.0%+$4.3M |
| CAPITAL ADVISORS INC/OK | $109.0M | 1,139,024 | 1.60% | 31q | +9.6%+$9.5M |
| Vanguard Investments Australia, Ltd. | $107.8M | 1,126,072 | 0.27% | 2q | +5.2%+$5.3M |
| Verition Fund Management LLC | $103.5M | 1,016,830 | 0.26% | 19q | +16607.7%+$102.8M |
| ALLIANCEBERNSTEIN L.P. | $102.8M | 1,064,958 | 0.03% | 31q | +1.9%+$1.9M |
| STIFEL FINANCIAL CORP | $102.2M | 1,067,608 | 0.09% | 31q | +1.1%+$1.2M |
| NewEdge Advisors, LLC | $102.1M | 1,067,217 | 0.30% | 31q | +11.5%+$10.5M |
| ZACKS INVESTMENT MANAGEMENT | $99.3M | 1,037,823 | 0.71% | 30q | HELD |
| Capital International Investors | $99.2M | 1,036,760 | 0.02% | 13q | -25.1%-$33.2M |
| NEW YORK STATE COMMON RETIREMENT FUND | $98.9M | 1,033,775 | 0.12% | 31q | -1.7%-$1.7M |
| JONES FINANCIAL COMPANIES LLLP | $93.7M | 964,398 | 0.04% | 31q | +21.8%+$16.7M |
| TRUIST FINANCIAL CORP | $92.9M | 971,161 | 0.11% | 31q | HELD |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $90.6M | 946,207 | 0.15% | 31q | -1.5%-$1.4M |
| Portman Square Capital LLP | $90.2M | 61,789 | 4.27% | 3q | +39.2%+$25.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $83.6M | 873,978 | 0.11% | 31q | -1.9%-$1.6M |
| MACQUARIE GROUP LTD | $81.0M | 846,178 | 0.35% | 32q | +14.2%+$10.1M |
| APG Asset Management N.V. | $79.9M | 954,653 | 0.20% | 31q | +28.1%+$17.5M |
| Cetera Investment Advisers | $78.4M | 819,582 | 0.07% | 31q | +2.6%+$2.0M |
| Mitsubishi UFJ Trust & Banking Corp | $77.6M | 811,142 | 0.17% | 31q | +2.1%+$1.6M |
| Welch Group, LLC | $75.4M | 787,841 | 2.57% | 31q | +0.6%+$483.3K |
| Korea Investment CORP | $72.4M | 756,114 | 0.14% | 31q | -10.0%-$8.0M |
| Bank Julius Baer & Co. Ltd, Zurich | $71.6M | 746,107 | 0.19% | 7q | +1.6%+$1.1M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $71.3M | 745,415 | 0.63% | new | NEW |
| IMC-Chicago, LLC | $68.8M | options only | 0.02% | 19q | OPTIONS |
| Balyasny Asset Management L.P. | $68.1M | 701,019 | 0.08% | 3q | +344.5%+$52.8M |
| VICTORY CAPITAL MANAGEMENT INC | $67.7M | 707,473 | 0.04% | 31q | +0.6%+$381.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $67.4M | 704,100 | 0.03% | 6q | +25.8%+$13.8M |
Showing the largest 100 of 2,363 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,265 | $76.2B | 785,910,759 | 118 | 897 | 606 | 1.3% |
| Q1 2026 | 2,256 | $74.1B | 758,423,307 | 187 | 787 | 664 | 1.2% |
| Q4 2025 | 2,168 | $69.6B | 756,945,918 | 99 | 698 | 689 | 5.2% |
| Q3 2025 | 2,116 | $78.3B | 818,782,412 | 130 | 743 | 605 | 0.9% |
| Q2 2025 | 2,069 | $69.7B | 750,124,758 | 100 | 787 | 603 | 1.1% |
| Q1 2025 | 2,087 | $67.3B | 723,836,438 | 196 | 733 | 615 | 1.1% |
| Q4 2024 | 1,992 | $59.9B | 720,181,219 | 101 | 689 | 562 | 1.1% |
| Q3 2024 | 1,886 | $69.9B | 764,980,146 | 187 | 598 | 592 | 1.3% |
| Q2 2024 | 1,755 | $57.6B | 735,253,741 | 139 | 592 | 555 | 1.1% |
| Q1 2024 | 1,691 | $52.4B | 723,136,494 | 94 | 574 | 578 | 1.1% |
| Q4 2023 | 1,689 | $48.6B | 684,335,762 | 100 | 514 | 583 | 1.2% |
| Q3 2023 | 1,557 | $42.0B | 641,629,625 | 91 | 494 | 526 | 1.2% |
| Q2 2023 | 1,547 | $45.1B | 635,064,977 | 74 | 533 | 524 | 1.0% |
| Q1 2023 | 1,509 | $45.8B | 650,412,049 | 75 | 596 | 427 | 1.0% |
| Q4 2022 | 1,411 | $40.5B | 560,984,654 | 105 | 502 | 392 | 1.0% |
| Q3 2022 | 1,667 | $46.6B | 677,508,370 | 87 | 590 | 503 | 1.2% |
| Q2 2022 | 1,689 | $47.7B | 661,349,542 | 83 | 589 | 514 | 1.2% |
| Q1 2022 | 1,712 | $47.9B | 653,574,290 | 129 | 569 | 533 | 1.2% |
| Q4 2021 | 1,658 | $44.8B | 643,800,862 | 128 | 554 | 456 | 1.5% |
| Q3 2021 | 1,494 | $39.6B | 631,504,741 | 83 | 511 | 465 | 1.2% |
| Q2 2021 | 1,512 | $38.7B | 633,050,131 | 101 | 549 | 457 | 1.2% |
| Q1 2021 | 1,505 | $39.7B | 631,992,023 | 91 | 531 | 517 | 1.2% |
| Q4 2020 | 1,504 | $38.6B | 621,971,666 | 117 | 446 | 500 | 1.1% |
| Q3 2020 | 1,372 | $33.8B | 615,278,203 | 78 | 450 | 490 | 1.5% |
| Q2 2020 | 1,378 | $32.3B | 614,601,200 | 99 | 499 | 475 | 1.1% |
| Q1 2020 | 1,373 | $34.8B | 635,818,762 | 79 | 431 | 575 | 1.0% |
| Q4 2019 | 1,454 | $41.7B | 648,521,235 | 84 | 438 | 473 | 1.0% |
| Q3 2019 | 1,327 | $39.6B | 630,678,590 | 95 | 426 | 449 | 1.7% |
| Q2 2019 | 1,282 | $34.8B | 617,951,026 | 81 | 455 | 420 | 1.8% |
| Q1 2019 | 1,277 | $31.4B | 599,395,784 | 115 | 453 | 406 | 1.4% |
| Q4 2018 | 1,218 | $27.2B | 611,542,337 | 15 | 17 | 26 | 1.2% |