Southern Co (SO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

1,111,038,961Shares Outstanding

2,952,197Shares held by institutions

$271,602,124Value of institutional holdings

67.00%Institutional ownership %

1.72%Shares Changed QoQ

2,138No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 2138 institutions have reported a stake in Southern Co (NYSE:SO) as of December 2025, according to recent 13F filings with the SEC.

The percentage of Southern owned by institutions changed from 72.2% in September 2025 to 67.0% in December 2025, marking a slight down trend.
Institutional share ownership changed by 1.72% QoQ, while the number of institutional owners saw an increase of 2.35% YoY.
A review of institutional activity for Southern shows 1027 of 2138 filers increasing their positions, while 775 reduced their stake, and 336 remained unchanged.
The aggregate institutional position in Southern now stands at 744.36Mn shares as of December 2025, after investors increased their holdings (up by 12.60Mn shares quarter on quarter which is down 2.02Mn shares year over year).
With 108.06Mn shares, VANGUARD GROUP INC commands the largest institutional position in Southern as of December 31, 2025, equating to 9.73% of the company.
Among the most significant buyers of Southern during December 2025 were NORGES BANK (12.75Mn), Capital World Investors (7.59Mn), Squarepoint Ops LLC (2.41Mn), STATE STREET CORP (2.37Mn), Soroban Capital Partners LP (1.84Mn).
Leading sellers of Southern stock in December 2025 included Capital International Investors (8.41Mn), JPMORGAN CHASE & CO (8.05Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (3.51Mn), ROYAL BANK OF CANADA (2.51Mn), FMR LLC (1.50Mn).
The top 10 institutional holders of Southern for the quarter ending December 2025 included VANGUARD GROUP INC (108.06Mn), BlackRock, Inc. (88.56Mn), JPMORGAN CHASE & CO (61.77Mn), STATE STREET CORP (61.49Mn), Capital World Investors (41.14Mn), GEODE CAPITAL MANAGEMENT, LLC (27.26Mn), FMR LLC (23.01Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (16.30Mn), FRANKLIN RESOURCES INC (15.34Mn), MORGAN STANLEY (13.15Mn).

2,138 Institutional Holders

2,952,197 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	-8,049,349	-11.53%	$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
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	-650,975	-7.53%	$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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	6,889,152	78,571	1.15%	$600,734,054.00
Soroban Capital Partners LP	31 Dec, 2025	6,093,608	1,843,534	43.38%	$577,491,230.00

1 - 20 of 2,138

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