SOUTHERN CO (SOLN)
Institutional ownership reported to the SEC as of Q2 2022, across 12 quarters.
66
Reporting holders
$1.7B
Reported value
0.0%
Held as options
+3
Holder change
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 |
|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | $479.3M | 9,047,133 | 0.24% | 12q | -1.3%-$6.2M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $323.4M | 6,159,015 | 0.04% | 12q | -2.3%-$7.5M |
| Allianz Asset Management GmbH | $204.0M | 3,850,000 | 0.19% | new | NEW |
| BlackRock Inc. | $143.5M | 2,709,168 | 0.00% | 12q | -0.8%-$1.2M |
| CAMDEN ASSET MANAGEMENT L P /CA | $70.2M | 1,327,425 | 2.17% | new | NEW |
| HSBC HOLDINGS PLC | $57.9M | 1,089,100 | 0.08% | 3q | +119.3%+$31.5M |
| Shaolin Capital Management LLC | $47.6M | 897,620 | 1.14% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $37.6M | 708,873 | 0.04% | 12q | -39.2%-$24.3M |
| STATE STREET CORP | $30.7M | 579,000 | 0.00% | 12q | -6.9%-$2.3M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $29.7M | 560,514 | 0.47% | 3q | HELD |
| VAN ECK ASSOCIATES CORP | $24.4M | 460,223 | 0.06% | 12q | +17.6%+$3.6M |
| TWO SIGMA INVESTMENTS, LP | $24.4M | 459,948 | 0.08% | 5q | -73.5%-$67.6M |
| Weiss Asset Management LP | $23.3M | 440,000 | 0.57% | new | NEW |
| CALAMOS ADVISORS LLC | $21.2M | 400,000 | 0.09% | 12q | HELD |
| ADVENT CAPITAL MANAGEMENT /DE/ | $19.5M | 366,613 | 0.34% | 12q | -16.9%-$3.9M |
| Invesco Ltd. | $16.9M | 319,597 | 0.01% | 12q | +20.3%+$2.9M |
| PIER 88 INVESTMENT PARTNERS LLC | $16.3M | 307,954 | 3.84% | 12q | +9.3%+$1.4M |
| WELLS FARGO & COMPANY/MN | $14.6M | 274,897 | 0.00% | 12q | -21.7%-$4.0M |
| BANK OF AMERICA CORP /DE/ | $13.1M | 246,358 | 0.00% | 12q | -9.2%-$1.3M |
| D. E. Shaw & Co., Inc. | $12.9M | 243,500 | 0.02% | 12q | +160.4%+$7.9M |
| CSS LLC/IL | $12.3M | 231,233 | 0.50% | 2q | +130.4%+$6.9M |
| MIZUHO SECURITIES USA LLC | $11.9M | 231,200 | 1.83% | 2q | +14.2%+$1.5M |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $9.2M | 174,296 | 0.80% | 6q | -39.6%-$6.0M |
| FMR LLC | $9.0M | 170,800 | 0.00% | 12q | -74.4%-$26.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.9M | 167,500 | 0.00% | 4q | +67.5%+$3.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $7.3M | 137,607 | 0.01% | 12q | -96.3%-$192.5M |
| BlueCrest Capital Management Ltd | $7.3M | 137,818 | 0.28% | 2q | +219.2%+$5.0M |
| AMERIPRISE FINANCIAL INC | $7.1M | 139,371 | 0.00% | 12q | -5.7%-$425.9K |
| WOLVERINE ASSET MANAGEMENT LLC | $6.1M | 115,606 | 0.06% | new | NEW |
| JANE STREET GROUP, LLC | $5.8M | 109,473 | 0.00% | new | NEW |
| AEGON USA Investment Management, LLC | $5.7M | 108,500 | 3.09% | 12q | +7.3%+$391.1K |
| WELLINGTON MANAGEMENT GROUP LLP | $5.7M | 107,231 | 0.00% | 8q | -5.0%-$302.0K |
| CITADEL ADVISORS LLC | $5.5M | 104,278 | 0.00% | 2q | -65.6%-$10.5M |
| RATIONAL ADVISORS LLC | $5.5M | 103,613 | 0.39% | 11q | +37.9%+$1.5M |
| FEDERATED HERMES, INC. | $5.0M | 93,839 | 0.01% | 12q | HELD |
| ICA Group Wealth Management, LLC | $4.1M | 72,230 | 0.76% | 2q | -2.6%-$107.7K |
| Russell Investments Group, Ltd. | $3.9M | 3,711,300 | 0.01% | 5q | HELD |
| SSI INVESTMENT MANAGEMENT LLC | $3.0M | 55,975 | 0.19% | 12q | HELD |
| Laffer Tengler Investments | $2.9M | 54,169 | 1.01% | 12q | HELD |
| SG Americas Securities, LLC | $2.6M | 50,000 | 0.03% | 12q | HELD |
| SEI INVESTMENTS CO | $2.5M | 46,279 | 0.01% | 12q | +34.4%+$628.0K |
| JPMORGAN CHASE & CO | $2.3M | 43,653 | 0.00% | 12q | -54.5%-$2.8M |
| BARCLAYS PLC | $2.0M | 37,434 | 0.00% | new | NEW |
| CREDIT SUISSE AG/ | $1.5M | 28,000 | 0.00% | 6q | HELD |
| Steward Partners Investment Advisory, LLC | $1.1M | 20,035 | 0.02% | 12q | +4.2%+$42.4K |
| Warberg Asset Management LLC | $604.0K | 11,401 | 0.13% | 2q | -47.0%-$535.1K |
| AMERICAN CENTURY COMPANIES INC | $595.0K | 11,196 | 0.00% | 6q | -2.4%-$14.9K |
| PUTNAM INVESTMENTS LLC | $524.0K | 9,905 | 0.00% | 12q | HELD |
| TCG Advisory Services, LLC | $403.0K | 7,609 | 0.13% | 5q | HELD |
| UBS Group AG | $323.0K | 6,094 | 0.00% | 12q | +1423.5%+$301.8K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | $318.0K | 6,000 | 0.07% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $301.0K | 5,672 | 0.00% | 6q | HELD |
| Ardent Capital Management, Inc. | $279.0K | 5,283 | 0.34% | 3q | HELD |
| STEPHENS INC /AR/ | $237.0K | 4,475 | 0.00% | 8q | -81.1%-$1.0M |
| Orion Portfolio Solutions, LLC | $220.0K | 4,156 | 0.01% | new | NEW |
| LPL Financial LLC | $203.0K | 3,835 | 0.00% | 12q | HELD |
| MORGAN STANLEY | $196.0K | 3,720 | 0.00% | 12q | -55.6%-$245.8K |
| Nuveen Asset Management, LLC | $119.0K | 224,077 | 0.00% | 12q | -5.2%-$6.5K |
| ROYAL BANK OF CANADA | $106.0K | 2,000 | 0.00% | 8q | HELD |
| BESSEMER GROUP INC | $106.0K | 2,000 | 0.00% | 4q | HELD |
| Tower Research Capital LLC (TRC) | $98.0K | 1,848 | 0.00% | 4q | +5.7%+$5.3K |
| PRIVATE TRUST CO NA | $60.0K | 1,139 | 0.01% | new | NEW |
| ADVISOR GROUP HOLDINGS, INC. | $38.0K | 715 | 0.00% | 10q | -84.7%-$209.9K |
| ELEQUIN CAPITAL LP | $27.0K | 503 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $22.0K | 427 | 0.00% | 4q | HELD |
| FourThought Financial, LLC | $21.0K | 387 | 0.00% | 7q | HELD |
| UMB Bank, n.a. | $2.0K | 36 | 0.00% | 3q | HELD |
| Danda Trouve Investment Management, Inc. | $2.0K | 46 | 0.00% | 7q | HELD |
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 2022 | 66 | $1.7B | 33,075,525 | 11 | 15 | 22 | 0.0% |
| Q1 2022 | 63 | $1.8B | 32,608,566 | 9 | 17 | 17 | 0.0% |
| Q4 2021 | 58 | $1.8B | 32,834,017 | 3 | 18 | 18 | 0.0% |
| Q3 2021 | 60 | $1.7B | 33,082,566 | 10 | 20 | 12 | 0.0% |
| Q2 2021 | 53 | $1.6B | 32,249,727 | 4 | 19 | 19 | 0.0% |
| Q1 2021 | 55 | $1.6B | 31,895,412 | 10 | 20 | 15 | 0.0% |
| Q4 2020 | 52 | $1.7B | 31,995,949 | 4 | 18 | 14 | 0.0% |
| Q3 2020 | 58 | $1.5B | 32,015,514 | 10 | 7 | 22 | 0.0% |
| Q2 2020 | 55 | $1.4B | 32,158,534 | 2 | 16 | 28 | 0.0% |
| Q1 2020 | 60 | $1.5B | 33,611,862 | 8 | 21 | 20 | 0.3% |
| Q4 2019 | 61 | $1.8B | 32,768,956 | 11 | 23 | 14 | 0.0% |
| Q3 2019 | 57 | $1.7B | 32,227,658 | 57 | 0 | 0 | 0.0% |