Southern SO Institutional Ownership

NYSE SO
$83.72 +0.25 (+0.30%)
At close: Oct 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

2,421 Institutions
Increased 1,285 53.1%
Unchanged 403 16.6%
Reduced 733 30.3%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
78.34%
▲+4.22 pp QoQ
Shares Held by Institutions
890.75Mn
of 1.14Bn outstanding
▲+8.20% QoQ
Shares Outstanding
1.14Bn
246.25Mn held outside 13F filers
Institutional Investors
2,421
filed 13F for Jun 2026
▲+15 vs prior quarter
Net Shares Added (QoQ)
+67.52Mn
accumulated since last quarter
Value of Holdings
$74.35Bn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter —
Net over range —
Accumulating quarters —
Form 13F Holdings

2,421 Institutional Holders

Report period 30 Jun, 2026
Total shares held 890.75Mn
Of outstanding 78.34%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 BlackRock, Inc. 0002012383 92,990,716 8.18% ▲2,622,013 +2.90% $8.90Bn
2 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 73,665,124 6.48% ▲2,125,979 +2.97% $7.05Bn
3 State Street Corp 0000093751 64,809,708 5.70% ▲1,829,620 +2.91% $6.20Bn
4 Capital World Investors 0001422849 62,518,698 5.50% ▲6,278,825 +11.16% $5.98Bn
5 PRICE T ROWE ASSOCIATES INC /MD/ 0000080255 46,415,904 4.08% ▲9,990,378 +27.43% $4.44Mn
6 Jpmorgan Chase & Co 0000019617 32,778,201 2.88% ▼10,559,549 -24.37% $3.17Bn
7 GEODE CAPITAL MANAGEMENT, LLC 0001214717 29,315,285 2.58% ▲960,236 +3.39% $2.82Bn
8 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 27,023,691 2.38% ▲886,834 +3.39% $2.59Bn
9 FMR LLC 0000315066 22,537,244 1.98% ▼350,690 -1.53% $2.16Bn
10 Franklin Templeton Inc 0000038777 16,561,908 1.46% ▼247,401 -1.47% $1.59Bn
11 Goldman Sachs Group Inc 0000886982 14,582,492 1.28% ▲8,740,569 +149.62% $1.40Bn
12 NORGES BANK 0001374170 14,358,862 1.26% ▲14,358,862 0.00% $1.37Bn
13 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0000912938 13,831,354 1.22% ▼1,764,446 -11.31% $1.32Bn
14 Morgan Stanley 0000895421 13,539,685 1.19% ▲624,619 +4.84% $1.30Bn
15 Northern Trust Corp 0000073124 9,755,332 0.86% ▼72,094 -0.73% $933.68Mn
16 Ameriprise Financial Inc 0000820027 9,568,912 0.84% ▲132,926 +1.41% $915.77Mn
17 Royal Bank Of Canada 0001000275 8,721,450 0.77% ▼31,725 -0.36% $834.73Mn
18 Bank Of America Corp /De/ 0000070858 8,392,512 0.74% ▲11,920 +0.14% $803.25Mn
19 Capital World Investors 0001422849 8,137,287 0.72% ▼3,505,285 -30.11% $404.75Mn
20 Legal & General Group Plc 0000764068 7,703,017 0.68% ▼145,265 -1.85% $737.26Mn