SOUTHERN CO (SOMN)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
Institutions report 37,708,772 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 |
|---|---|---|---|---|---|
| Capital World Investors | $404.7M | 8,137,287 | 0.05% | 3q | -30.1%-$174.4M |
| FRANKLIN RESOURCES INC | $349.0M | 7,016,358 | 0.08% | 3q | +4.0%+$13.3M |
| VOYA INVESTMENT MANAGEMENT LLC | $235.4M | 4,733,395 | 0.20% | 3q | -2.4%-$5.8M |
| BlackRock, Inc. | $122.5M | 2,461,903 | 0.00% | 2q | -10.5%-$14.4M |
| Calamos Advisors LLC | $105.2M | 2,115,625 | 0.35% | 3q | +1.6%+$1.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $103.4M | 2,067,307 | 0.08% | 3q | +5.9%+$5.7M |
| AMERIPRISE FINANCIAL INC | $64.4M | 1,294,891 | 0.01% | 3q | -44.7%-$52.0M |
| Portman Square Capital LLP | $61.8M | 1,236,000 | 2.93% | 3q | -7.5%-$5.0M |
| ADVENT CAPITAL MANAGEMENT /DE/ | $60.8M | 1,215,477 | 1.36% | 3q | +8.4%+$4.7M |
| CAMDEN ASSET MANAGEMENT L P /CA | $57.5M | 1,152,900 | 1.68% | 3q | +110.4%+$30.2M |
| VAN ECK ASSOCIATES CORP | $49.8M | 1,000,670 | 0.03% | 3q | -7.2%-$3.8M |
| Nuveen, LLC | $45.2M | 909,382 | 0.01% | 3q | +40.6%+$13.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $36.0M | 724,500 | 0.04% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $33.2M | 667,275 | 0.02% | new | NEW |
| STATE STREET CORP | $30.4M | 606,804 | 0.00% | 3q | +15.4%+$4.0M |
| VICTORY CAPITAL MANAGEMENT INC | $25.0M | 503,000 | 0.01% | 3q | +0.6%+$149.2K |
| FMR LLC | $21.5M | 430,259 | 0.00% | 3q | -1.1%-$229.5K |
| WOLVERINE ASSET MANAGEMENT LLC | $9.3M | 187,052 | 0.08% | new | NEW |
| SSI INVESTMENT MANAGEMENT LLC | $9.1M | 182,480 | 0.53% | 3q | +6.9%+$587.2K |
| Sculptor Capital LP | $7.3M | 145,678 | 0.06% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $7.1M | 143,310 | 0.00% | 3q | +309.8%+$5.4M |
| Russell Investments Group, Ltd. | $5.5M | 5,521,000 | 0.00% | 3q | +43.8%+$1.7M |
| Capital International, Inc./CA/ | $5.4M | 107,867 | 0.04% | 3q | -47.2%-$4.8M |
| D. E. Shaw & Co., Inc. | $5.0M | 100,000 | 0.00% | new | NEW |
| GABELLI FUNDS LLC | $3.9M | 79,300 | 0.03% | 3q | HELD |
| BlueCrest Capital Management Ltd | $3.3M | 66,407 | 0.11% | new | NEW |
| JANE STREET GROUP, LLC | $3.3M | 65,945 | 0.00% | 3q | +27.2%+$700.8K |
| FEDERATED HERMES, INC. | $3.0M | 60,000 | 0.00% | 3q | HELD |
| CITIGROUP INC | $2.9M | 58,050 | 0.00% | 3q | -34.1%-$1.5M |
| MORGAN STANLEY | $2.7M | 53,392 | 0.00% | 3q | +6.8%+$168.7K |
| Invesco Ltd. | $2.5M | 50,000 | 0.00% | 3q | HELD |
| Elequin Capital, LP | $1.9M | 37,571 | 0.06% | new | NEW |
| GOLDMAN SACHS GROUP INC | $954.5K | 19,189 | 0.00% | 2q | HELD |
| UBS Group AG | $732.6K | 14,729 | 0.00% | 3q | -27.1%-$272.5K |
| AEGON USA Investment Management, LLC | $727.5K | 14,530 | 0.52% | 2q | HELD |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | $540.7K | 10,837 | 0.05% | new | NEW |
| GAMCO INVESTORS, INC. ET AL | $397.9K | 8,000 | 0.00% | 3q | HELD |
| Central Pacific Bank - Trust Division | $356.1K | 7,160 | 0.04% | 2q | HELD |
| Financiere des Professionnels - Fonds d'investissement inc. | $300.9K | 6,050 | 0.02% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $242.9K | 4,883 | 0.00% | 2q | -18.6%-$55.6K |
| MILLENNIUM MANAGEMENT LLC | $231.3K | 4,630 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $201.3K | 4,048 | 0.00% | new | NEW |
| WHITTIER TRUST CO | $190.0K | 3,800 | 0.00% | 3q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $97.6K | 1,961,470 | 0.01% | 3q | HELD |
| ROYAL BANK OF CANADA | $31.0K | 629 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $15.0K | 301,340 | 0.03% | 2q | +2.8% |
| Tower Research Capital LLC (TRC) | $3.7K | 75 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $2.6K | 53 | 0.00% | new | NEW |
| US BANCORP \DE\ | $2.0K | 41 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $1.6K | 33 | 0.00% | new | NEW |
| LAZARD ASSET MANAGEMENT LLC | $1.6K | 156,897 | 0.00% | 2q | HELD |
| HRT FINANCIAL LP | $1.1K | 21,910 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $550 | 11,040 | 0.00% | 2q | +125.3% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 47 | $1.9B | 37,708,772 | 14 | 12 | 11 | 0.0% |
| Q1 2026 | 35 | $2.0B | 38,459,414 | 8 | 12 | 8 | 0.0% |
| Q4 2025 | 39 | $1.7B | 34,016,516 | 38 | 0 | 0 | 0.0% |