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SO

Southern Co
$95.61 +0.44 (+0.46%) At close · Jul 10
Market Cap
$107.78B
Shares
1,127,301,098

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 2,357
Total Value: $74,413,264,333
Total Shares: 771,002,776
Showing 1–100 of 2,404 holdings by value · page 1 of 25

Institutional Ownership Trend

26 quarters

Superinvestors Holding SO

All superinvestors →
Joel Greenblatt $24,891,639 Ray Dalio $1,136,136

Holder Concentration

Across 2,351 13F filers
Top Holder
11.7%
Jun 2023 → Mar 2026 · range 11.7% – 14.3%
of institutional value
Top 5
42.1%
Jun 2023 → Mar 2026 · range 41.4% – 45.8%
of institutional value
Top 10
57.7%
Jun 2023 → Mar 2026 · range 56.8% – 59.5%
of institutional value
HHI
448
Jun 2023 → Mar 2026 · range 448 – 526
Broadly held
Showing 100 of 2,404
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $8,722,387,202 11.72% 90,368,703
Mega VANGUARD CAPITAL MANAGEMENT LLC $6,904,958,275 9.28% 71,539,145
Mega STATE STREET CORP $6,078,838,093 8.17% 62,980,088
Mega Capital World Investors $5,428,272,541 7.29% 56,239,873
Mega JPMORGAN CHASE & CO $4,182,959,620 5.62% 43,337,750
Mega PRICE T ROWE ASSOCIATES INC /MD/ $3,515,791,768 4.72% 36,425,526
Mega GEODE CAPITAL MANAGEMENT, LLC $2,736,829,328 3.68% 28,355,049
Mega FMR LLC $2,209,143,388 2.97% 22,887,934
Mega FRANKLIN RESOURCES INC $1,622,434,501 2.18% 16,809,309
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1,505,306,612 2.02% 15,595,800
Mega MORGAN STANLEY $1,246,562,165 1.68% 12,915,066
Mega NORTHERN TRUST CORP Bank $948,543,154 1.27% 9,827,426
Mega AMERIPRISE FINANCIAL INC $910,761,365 1.22% 9,435,986
Mega ROYAL BANK OF CANADA Bank $844,856,443 1.14% 8,753,175
Mega BANK OF AMERICA CORP /DE/ Bank $808,894,735 1.09% 8,380,592
Mega Legal & General Group Plc $757,516,178 1.02% 7,848,282
Mega Bank of New York Mellon Corp Bank $702,532,008 0.94% 7,278,616
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $686,379,876 0.92% 7,111,271
Mega VANGUARD FIDUCIARY TRUST CO Bank $598,142,547 0.80% 6,197,084
Mega GOLDMAN SACHS GROUP INC $563,862,405 0.76% 5,841,923
Mega Invesco Ltd. $534,527,660 0.72% 5,537,999
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $499,348,629 0.67% 5,173,525
Mega BARCLAYS PLC $440,564,669 0.59% 4,564,491
Mega WELLINGTON MANAGEMENT GROUP LLP $435,858,258 0.59% 4,515,730
Mega WELLS FARGO & COMPANY/MN $410,676,865 0.55% 4,254,837
Large Pictet Asset Management Holding SA $408,906,304 0.55% 4,236,493
Mega UBS Group AG $393,449,494 0.53% 4,076,352
Mega Nuveen, LLC $375,517,912 0.50% 3,890,571
Large Mawer Investment Management Ltd. $330,267,985 0.44% 3,421,757
Mega Amundi $320,872,631 0.43% 3,324,416
Mega Swiss National Bank Bank $311,894,728 0.42% 3,231,400
Mega RAYMOND JAMES FINANCIAL INC $304,269,840 0.41% 3,152,402
Mega LPL Financial LLC $296,381,357 0.40% 3,070,673
Mega National Pension Service Pension $277,868,242 0.37% 2,878,867
Mega DIMENSIONAL FUND ADVISORS LP $256,264,844 0.34% 2,655,044
Mega Capital Research Global Investors $252,355,400 0.34% 2,614,540
Mega CITIGROUP INC $252,288,800 0.34% 2,613,850
Mega Mitsubishi UFJ Asset Management Co., Ltd. $241,368,432 0.32% 2,500,709
Mega ENVESTNET ASSET MANAGEMENT INC $236,060,701 0.32% 2,445,718
Mega Sumitomo Mitsui Trust Group, Inc. $235,459,478 0.32% 2,439,489
Mega Vanguard Global Advisers, LLC $232,577,584 0.31% 2,409,631
Large Soroban Capital Partners LP $229,284,321 0.31% 2,375,511
Large MARSHALL WACE, LLP $225,285,207 0.30% 2,334,078
Large Ensign Peak Advisors, Inc $217,751,243 0.29% 2,256,022
Mega DEUTSCHE BANK AG\ Bank $204,358,898 0.27% 2,117,270
Mega California Public Employees Retirement System Pension $202,537,954 0.27% 2,098,404
Mega VANGUARD ASSET MANAGEMENT, Ltd $199,723,334 0.27% 2,069,243
Large COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $188,702,873 0.25% 1,955,065
Mega JENNISON ASSOCIATES LLC $186,323,655 0.25% 1,930,415
Mid Pinnacle Financial Partners, Inc. $185,694,053 0.25% 1,923,892
Mega RHUMBLINE ADVISERS $185,556,900 0.25% 1,922,471
Large FEDERATED HERMES, INC. $182,398,860 0.25% 1,889,752
Mega HSBC HOLDINGS PLC $168,915,209 0.23% 1,750,054
Mega BANK OF MONTREAL /CAN/ Bank $166,205,699 0.22% 1,721,982
Mid Energy Income Partners, LLC $165,709,589 0.22% 1,716,842
Mega JANUS HENDERSON GROUP PLC $165,392,037 0.22% 1,713,552
Large PRUDENTIAL FINANCIAL INC $153,523,843 0.21% 1,590,591
Large Empower Advisory Group, LLC $152,819,247 0.21% 1,583,291
Large HighTower Advisors, LLC $146,307,815 0.20% 1,515,829
Large Focus Partners Wealth $141,129,710 0.19% 1,462,181
Mega PRINCIPAL FINANCIAL GROUP INC $139,545,237 0.19% 1,445,765
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $133,798,050 0.18% 1,386,221
Mega Capital International Investors $133,565,244 0.18% 1,383,809
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC $131,179,455 0.18% 1,370,593
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $123,247,160 0.17% 1,276,908
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $114,559,588 0.15% 1,186,900
Large Squarepoint Ops LLC $113,621,124 0.15% 1,177,177
Large NATIXIS ADVISORS, LLC $110,657,380 0.15% 1,146,471
Large Russell Investments Group, Ltd. $108,453,922 0.15% 1,123,642
Mid DUFF & PHELPS INVESTMENT MANAGEMENT CO $103,594,335 0.14% 1,073,294
Large Vanguard Investments Australia, Ltd. $103,323,791 0.14% 1,070,491
Large STIFEL FINANCIAL CORP $101,879,656 0.14% 1,055,529
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $101,498,019 0.14% 1,051,575
Mega ALLIANCEBERNSTEIN L.P. $100,907,799 0.14% 1,045,460
Mid CAPITAL ADVISORS INC/OK $100,312,174 0.13% 1,039,289
Large ZACKS INVESTMENT MANAGEMENT $100,137,279 0.13% 1,037,477
Mega BNP PARIBAS ARBITRAGE, SA $99,687,014 0.13% 1,032,812
Mega CITADEL ADVISORS LLC $96,336,612 0.13% 998,100
Mid Portman Square Capital LLP $95,236,284 0.13% 986,700
Large TRUIST FINANCIAL CORP $93,735,783 0.13% 971,154
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $92,740,180 0.12% 960,839
Large NewEdge Advisors, LLC $92,412,301 0.12% 957,442
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $90,333,068 0.12% 935,900
Mega CITADEL ADVISORS LLC $86,375,457 0.12% 894,897
Large COMMONWEALTH EQUITY SERVICES, LLC $85,958,781 0.12% 890,580
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $85,642,196 0.12% 887,300
Large Qube Research & Technologies Ltd $83,635,255 0.11% 866,507
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $83,467,600 0.11% 864,770
Large Korea Investment CORP $81,078,923 0.11% 840,022
Large ExodusPoint Capital Management, LP $80,589,856 0.11% 834,955
Mega JANE STREET GROUP, LLC $79,300,832 0.11% 821,600
Large Cetera Investment Advisers $77,070,158 0.10% 798,489
Large Mitsubishi UFJ Trust & Banking Corp $76,651,744 0.10% 794,154
Large JONES FINANCIAL COMPANIES LLLP $76,446,156 0.10% 792,024
Mid Welch Group, LLC $75,554,987 0.10% 782,791
Large APG Asset Management N.V. $71,946,104 0.10% 745,401
Mid CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $71,919,658 0.10% 745,127
Mega FIRST TRUST ADVISORS LP $71,710,305 0.10% 742,958
Large MACQUARIE GROUP LTD $71,496,417 0.10% 740,742
Large Bank Julius Baer & Co. Ltd, Zurich Bank $70,871,354 0.10% 734,266
Key facts CIK 92122 CUSIP 842587107 13F (30d) 177 filings 156 filers Visit website Investor relations

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