Southern SO Institutional Ownership

NYSE SO

$93.81 +3.43 (+3.80%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

2,363 Institutions

Increased 1,248 52.8%

Unchanged 391 16.5%

Reduced 724 30.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

72.47%

▲+2.57 pp QoQ

Shares Held by Institutions

833.67Mn

of 1.15Bn outstanding

▲+5.74% QoQ

Shares Outstanding

1.15Bn

316.69Mn held outside 13F filers

Institutional Investors

2,363

filed 13F for Jun 2026

▲+3 vs prior quarter

Net Shares Added (QoQ)

+45.24Mn

accumulated since last quarter

Value of Holdings

$78.21Bn

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 —

Ownership Summary

Updated Oct 22, 2026

Southern Co (NYSE:SO) counted 2,362 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

These investors held 72.47% of outstanding shares in Q2 2026, up from 69.90% the quarter before.
Total shares held in Southern rose 5.74% from Q1 2026, while the number of holders rose 8.35% from Q2 2025.
Among the 2,362 holders of Southern, 1,247 added to their positions, 724 reduced their stakes and 391 left their positions unchanged.
In total, institutional investors held 833.66Mn shares of Southern at the end of Q2 2026, up 45.22Mn from the prior quarter and up 76.74Mn from a year earlier.
As of June 30, 2026, the biggest holder of Southern was BlackRock, Inc. with 92.99Mn shares, or 8.08% of shares outstanding.
The biggest increases in SO positions during Q2 2026 came from T. Rowe Price Associates Inc (+9.99Mn shares), Goldman Sachs Group Inc (+8.74Mn shares), Capital World Investors (+6.28Mn shares), Boston Partners (+6.13Mn shares) and Healthcare of Ontario Pension Plan Trust Fund (+2.79Mn shares).
Holders that trimmed the most shares of Southern in Q2 2026 while keeping a position were JPMorgan Chase & Co (-10.56Mn shares), Marshall Wace, LLP (-2.3Mn shares), Barclays PLC (-1.86Mn shares), Massachusetts Financial Services Co (-1.76Mn shares) and Squarepoint Ops LLC (-1.12Mn shares).
Per Business Quant, the top 10 investors in SO for the quarter ended June 30, 2026 were BlackRock, Inc. (92.99Mn shares), Vanguard Capital Management LLC (73.67Mn shares), State Street Corp (64.81Mn shares), Capital World Investors (62.52Mn shares), T. Rowe Price Associates Inc (46.42Mn shares), JPMorgan Chase & Co (32.78Mn shares), Geode Capital Management, LLC (29.32Mn shares), Vanguard Portfolio Management LLC (27.02Mn shares), FMR LLC (22.54Mn shares) and Franklin Templeton Inc (16.56Mn shares).

Form 13F Holdings

2,366 Institutional Holders

Report period 30 Jun, 2026

Total shares held 833.67Mn

Of outstanding 72.47%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	92,990,716	8.08%	▲2,622,013	+2.90%	$8.90Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	73,665,124	6.40%	▲2,125,979	+2.97%	$7.05Bn
3	State Street Corp	0000093751	64,809,708	5.63%	▲1,829,620	+2.91%	$6.20Bn
4	Capital World Investors	0001422849	62,518,698	5.43%	▲6,278,825	+11.16%	$5.98Bn
5	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	46,415,904	4.03%	▲9,990,378	+27.43%	$4.44Mn
6	Jpmorgan Chase & Co	0000019617	32,778,201	2.85%	▼10,559,549	-24.37%	$3.17Bn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	29,315,285	2.55%	▲960,236	+3.39%	$2.82Bn
8	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	27,023,691	2.35%	▲886,834	+3.39%	$2.59Bn
9	FMR LLC	0000315066	22,537,244	1.96%	▼350,690	-1.53%	$2.16Bn
10	Franklin Templeton Inc	0000038777	16,561,908	1.44%	▼247,401	-1.47%	$1.59Bn
11	Goldman Sachs Group Inc	0000886982	14,582,492	1.27%	▲8,740,569	+149.62%	$1.40Bn
12	NORGES BANK	0001374170	14,358,862	1.25%	▲14,358,862	0.00%	$1.37Bn
13	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	13,831,354	1.20%	▼1,764,446	-11.31%	$1.32Bn
14	Morgan Stanley	0000895421	13,539,685	1.18%	▲624,619	+4.84%	$1.30Bn
15	Northern Trust Corp	0000073124	9,755,332	0.85%	▼72,094	-0.73%	$933.68Mn
16	Ameriprise Financial Inc	0000820027	9,568,912	0.83%	▲132,926	+1.41%	$915.77Mn
17	Royal Bank Of Canada	0001000275	8,721,450	0.76%	▼31,725	-0.36%	$834.73Mn
18	Bank Of America Corp /De/	0000070858	8,392,512	0.73%	▲11,920	+0.14%	$803.25Mn
19	Legal & General Group Plc	0000764068	7,703,017	0.67%	▼145,265	-1.85%	$737.26Mn
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	7,386,604	0.64%	▲275,333	+3.87%	$706.97Mn

Showing 1 to 20 of 2,366 holders