Southern Co (SO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

1,110,000,000Shares Outstanding

804,228,298Shares held by institutions

$78,372,047,640Value of institutional holdings

72.45%Institutional ownership %

-2.96%Shares Changed QoQ

2,263No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Southern Co (NYSE:SO) showed up in the 13F filings of 2,251 institutional investors as of December 2025.

These investors held 71.8% of outstanding shares in December 2025, down from 79.4% in September 2025.
They decreased total shares held in Southern by -3.14% from last quarter, and the number of investors in SO increased 7.7% annually.
Activity in SO broke down as 1,110 buyers, 803 sellers, and 338 unchanged among 2,251 total holders.
Institutional investors collectively held 797.0Mn shares in Southern as of December 2025, down by 25.85Mn shares quarter on quarter, and up 13.73Mn shares year over year.
CONFLUENCE INVESTMENT MANAGEMENT LLC leads ownership in SO with 1.42Mn shares as of December 31, 2025, equal to 0.13% of outstanding shares.
The biggest buyers of Southern for the quarter ending December 2025 included Signature Wealth Management Group (490), LVM CAPITAL MANAGEMENT LTD/MI (167), Global Wealth Strategies & Associates (23).
The biggest sellers of Southern for the quarter ending December 2025 included CONFLUENCE INVESTMENT MANAGEMENT LLC (63.7K), MJT & Associates Financial Advisory Group, Inc. (3.27K), ADIRONDACK TRUST CO (2.13K), First County Bank /CT/ (2.03K), Bangor Savings Bank (1.89K).
Per Business Quant, the top 10 investors in SO for the quarter ending December 2025 include CONFLUENCE INVESTMENT MANAGEMENT LLC (1.42Mn), Signature Wealth Management Group (121.63K), Hilltop National Bank (28.52K), Bangor Savings Bank (16.57K), ROWLANDMILLER & PARTNERS.ADV (12.4K), ADIRONDACK TRUST CO (11.52K), First County Bank /CT/ (9.83K), Investors Research Corp (5.73K), Hickory Point Bank & Trust (5.51K), LVM CAPITAL MANAGEMENT LTD/MI (4.97K).

2,263 Institutional Holders

804,228,298 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	108,057,413	1,643,090	1.54%	$9,422,606,414.00
BlackRock, Inc.	31 Dec, 2025	88,563,758	1,746,717	2.01%	$7,722,759,734.00
Jpmorgan Chase & Co	31 Dec, 2025	61,770,419	-77,869,117	-55.76%	$5,386,380,808.00
State Street Corp	31 Dec, 2025	61,490,694	2,365,771	4.00%	$5,361,988,517.00
Capital World Investors	31 Dec, 2025	41,142,076	7,593,224	22.63%	$3,587,589,027.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	27,259,125	384,860	1.43%	$2,381,343,950.00
FMR LLC	31 Dec, 2025	23,006,431	-1,498,859	-6.12%	$2,006,160,693.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	16,300,985	-3,509,214	-17.71%	$1,421,445,891.00
Franklin Resources Inc	31 Dec, 2025	15,340,744	1,377,723	9.87%	$1,337,712,888.00
Morgan Stanley	31 Dec, 2025	13,148,239	-812,443	-5.82%	$1,146,526,748.00
NORGES BANK	31 Dec, 2025	12,745,981	12,745,981	0.00%	$1,111,449,543.00
Capital International Investors	31 Dec, 2025	11,244,052	-8,412,251	-42.80%	$980,603,902.00
Capital World Investors	31 Dec, 2025	11,108,572	11,108,572	0.00%	$559,427,686.00
Goldman Sachs Group Inc	31 Dec, 2025	10,025,511	4,110,341	69.49%	$874,224,488.00
Northern Trust Corp	31 Dec, 2025	9,823,850	-748,643	-7.08%	$856,639,721.00
Ameriprise Financial Inc	31 Dec, 2025	9,473,122	-333,150	-3.40%	$826,048,859.00
Legal & General Group Plc	31 Dec, 2025	8,424,835	-107,695	-1.26%	$734,645,611.00
Bank Of America Corp /De/	31 Dec, 2025	7,988,382	-9,290,332	-53.77%	$696,586,945.00
Royal Bank Of Canada	31 Dec, 2025	7,932,104	-2,507,915	-24.02%	$691,679,000.00
Bank of New York Mellon Corp	31 Dec, 2025	7,451,993	167,171	2.29%	$649,813,788.00

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