Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,370 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Southern Co as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,222
- +73 vs. Q2 2025
- Shares held
- 786.7M
- +25.3M (+3.3%) vs. Q2 2025
- Total value
- $74.6B
- +$5.04B (+7.3%) vs. Q2 2025
- New holders
- 167
- 937 more added
- Sold out
- 94
- 733 more reduced
35 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,370 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 106,414,323 | $10.1B | 0.15% | +510,080+0.5% | Added |
| BlackRock, Inc. | 86,817,041 | $8.23B | 0.14% | −357,079−0.4% | Reduced |
| JPMorgan Chase & Co | 69,819,768 | $6.62B | 0.42% | +855,742+1.2% | Added |
| State Street Corp | 59,124,923 | $5.60B | 0.19% | +8,3880.0% | Added |
| Capital World Investors | 33,548,852 | $3.18B | 0.43% | +25,567,431+320.3% | Added |
| Price T Rowe Associates Inc | 29,023,250 | $2.75B | 0.29% | +11,496,694+65.6% | Added |
| Geode Capital Management, LLC | 26,874,265 | $2.55B | 0.16% | +867,346+3.3% | Added |
| FMR LLC | 24,505,290 | $2.32B | 0.12% | −236,174−1.0% | Reduced |
| Massachusetts Financial Services Co | 19,810,199 | $1.88B | 0.58% | −521,648−2.6% | Reduced |
| Capital International Investors | 19,656,303 | $1.86B | 0.30% | −6,234,937−24.1% | Reduced |
| Franklin Resources Inc | 13,963,021 | $1.32B | 0.33% | −52,700−0.4% | Reduced |
| Morgan Stanley | 13,960,682 | $1.32B | 0.08% | +1,099,519+8.5% | Added |
| Northern Trust Corp | 10,572,493 | $1.00B | 0.13% | −13,340−0.1% | Reduced |
| Royal Bank of Canada | 10,440,019 | $989.4M | 0.18% | +1,088,340+11.6% | Added |
| Ameriprise Financial Inc | 9,806,272 | $929.4M | 0.21% | +53,162+0.5% | Added |
| Bank of America Corp | 8,639,357 | $818.8M | 0.06% | +270,036+3.2% | Added |
| Legal & General Group Plc | 8,532,530 | $808.6M | 0.18% | +285,546+3.5% | Added |
| Bank of New York Mellon Corp | 7,284,822 | $690.4M | 0.12% | +141,010+2.0% | Added |
| Charles Schwab Investment Management Inc | 6,810,581 | $645.4M | 0.10% | +41,914+0.6% | Added |
| Goldman Sachs Group Inc | 5,915,170 | $560.6M | 0.08% | −1,323,276−18.3% | Reduced |
| UBS Asset Management Americas Inc | 5,728,293 | $542.9M | 0.12% | −712,030−11.1% | Reduced |
| Invesco Ltd. | 5,072,192 | $480.7M | 0.08% | −27,775−0.5% | Reduced |
| UBS Group AG | 4,998,991 | $473.8M | 0.09% | +827,131+19.8% | Added |
| Nuveen, LLC | 4,478,199 | $424.4M | 0.11% | −665,936−12.9% | Reduced |
| Soroban Capital Partners LP | 4,250,074 | $402.8M | 3.31% | +152,652+3.7% | Added |
| Pictet Asset Management Holding SA | 4,010,117 | $380.0M | 0.37% | +33,586+0.8% | Added |
| Wells Fargo & Company | 3,950,227 | $374.4M | 0.08% | +112,246+2.9% | Added |
| Barclays PLC | 3,476,883 | $329.5M | 0.12% | +712,070+25.8% | Added |
| California Public Employees Retirement System | 3,447,036 | $326.7M | 0.20% | −750,307−17.9% | Reduced |
| Swiss National Bank | 3,168,100 | $300.2M | 0.17% | −152,100−4.6% | Reduced |
| Wellington Management Group LLP | 3,048,838 | $288.9M | 0.05% | −1,542−0.1% | Reduced |
| Raymond James Financial Inc | 2,904,697 | $275.3M | 0.09% | +54,641+1.9% | Added |
| LPL Financial LLC | 2,864,009 | $271.4M | 0.08% | +394,122+16.0% | Added |
| Ensign Peak Advisors, Inc | 2,767,092 | $262.2M | 0.43% | −240,859−8.0% | Reduced |
| National Pension Service | 2,753,676 | $261.0M | 0.20% | +47,451+1.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,705,911 | $256.4M | 0.15% | +54,820+2.1% | Added |
| Dimensional Fund Advisors LP | 2,526,346 | $239.4M | 0.05% | +25,690+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,191,273 | $207.7M | 0.15% | +80,272+3.8% | Added |
| Amundi | 2,174,315 | $207.6M | 0.07% | −166,160−7.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,077,734 | $196.9M | 0.99% | −42,920−2.0% | Reduced |
| Marshall Wace, LLP | 2,050,726 | $194.3M | 0.21% | −970,169−32.1% | Reduced |
| Envestnet Asset Management Inc | 2,044,444 | $193.8M | 0.06% | −431,285−17.4% | Reduced |
| Federated Hermes, Inc. | 1,958,098 | $185.6M | 0.33% | −385,498−16.4% | Reduced |
| Deutsche Bank AG | 1,944,304 | $184.3M | 0.06% | +11,733+0.6% | Added |
| Rhumbline Advisers | 1,936,661 | $183.5M | 0.15% | +13,773+0.7% | Added |
| Bank of Montreal | 1,915,292 | $181.5M | 0.08% | +233,337+13.9% | Added |
| HSBC Holdings PLC | 1,812,192 | $171.6M | 0.10% | +10,720+0.6% | Added |
| Jennison Associates LLC | 1,779,203 | $168.6M | 0.10% | −786,655−30.7% | Reduced |
| Synovus Financial Corp | 1,688,686 | $160.0M | 1.83% | −2,467−0.1% | Reduced |
| Confluence Investment Management LLC | 1,549,426 | $146.8M | 2.09% | −30,028−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 1,536,576 | $145.6M | 0.11% | +593,146+62.9% | Added |
| HighTower Advisors, LLC | 1,535,754 | $145.5M | 0.17% | +14,466+1.0% | Added |
| Empower Advisory Group, LLC | 1,502,015 | $142.3M | 0.39% | +30,635+2.1% | Added |
| Principal Financial Group Inc | 1,418,722 | $134.5M | 0.07% | −6,533−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 1,365,026 | $129.4M | 0.11% | +121,357+9.8% | Added |
| California State Teachers Retirement System | 1,322,470 | $125.3M | 0.13% | +9,887+0.8% | Added |
| Russell Investments Group, Ltd. | 1,296,223 | $122.8M | 0.14% | +149,201+13.0% | Added |
| Colony Group, LLC | 1,287,056 | $122.0M | 0.20% | +3,101+0.2% | Added |
| Energy Income Partners, LLC | 1,274,562 | $120.8M | 2.33% | +3,497+0.3% | Added |
| Natixis Advisors, L.P. | 1,226,814 | $116.3M | 0.17% | +40,582+3.4% | Added |
| Duff & Phelps Investment Management Co | 1,151,486 | $109.1M | 1.24% | −194,488−14.4% | Reduced |
| Prudential Financial Inc | 1,127,662 | $106.9M | 0.13% | −36,769−3.2% | Reduced |
| New York State Common Retirement Fund | 1,064,675 | $100.9M | 0.13% | −74,099−6.5% | Reduced |
| Alliancebernstein L.P. | 1,059,656 | $100.4M | 0.03% | −109,206−9.3% | Reduced |
| Zacks Investment Management | 1,058,122 | $100.3M | 0.80% | −254,424−19.4% | Reduced |
| Citigroup Inc | 1,051,719 | $99.7M | 0.07% | −32,804−3.0% | Reduced |
| Stifel Financial Corp | 1,031,384 | $97.7M | 0.09% | +17,000+1.7% | Added |
| Worldquant Millennium Advisors LLC | 1,017,666 | $96.4M | 0.42% | +949,000+1,382.1% | Added |
| Two Sigma Investments, LP | 1,017,455 | $96.4M | 0.15% | +1,017,455 | New |
| State Board of Administration of Florida Retirement System | 1,000,326 | $94.8M | 0.17% | −94,023−8.6% | Reduced |
| Commonwealth Equity Services, LLC | 985,133 | $93.4M | 0.12% | −71,898−6.8% | Reduced |
| First Trust Advisors LP | 981,421 | $93.0M | 0.07% | +110,908+12.7% | Added |
| APG Asset Management N.V. | 1,150,304 | $92.8M | 0.26% | −18,182−1.6% | Reduced |
| Capital Advisors Inc | 950,962 | $90.1M | 1.51% | +22,458+2.4% | Added |
| Mizuho Markets Americas LLC | 933,700 | $88.5M | 1.87% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 907,116 | $86.0M | 0.10% | +120,592+15.3% | Added |
| Macquarie Group Ltd | 899,026 | $85.2M | 0.10% | −13,424−1.5% | Reduced |
| Stonegate Investment Group, LLC | 892,989 | $84.6M | 1.96% | +2,128+0.2% | Added |
| Korea Investment CORP | 860,142 | $81.5M | 0.17% | +3,296+0.4% | Added |
| Clark Capital Management Group, Inc. | 851,405 | $80.7M | 0.51% | +19,319+2.3% | Added |
| Capital Research Global Investors | 824,760 | $78.2M | 0.01% | +3660.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 809,319 | $76.7M | 0.17% | −13,084−1.6% | Reduced |
| Mawer Investment Management Ltd. | 798,280 | $75.7M | 0.39% | −38,200−4.6% | Reduced |
| New York State Teachers Retirement System | 798,176 | $75.6M | 0.15% | −6,553−0.8% | Reduced |
| Qube Research & Technologies Ltd | 783,965 | $74.3M | 0.11% | +310,151+65.5% | Added |
| Welch Group, LLC | 772,574 | $73.2M | 2.86% | +5,119+0.7% | Added |
| Old Republic International Corporation | 771,000 | $73.1M | 2.71% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 763,325 | $72.3M | 0.12% | +147,367+23.9% | Added |
| Cohen & Steers, Inc. | 738,210 | $70.0M | 0.13% | −380,116−34.0% | Reduced |
| Cetera Investment Advisers | 713,935 | $67.7M | 0.08% | +107,489+17.7% | Added |
| Citadel Advisors LLC | 703,514 | $66.7M | 0.05% | −1,661,394−70.3% | Reduced |
| Truist Financial Corp | 701,651 | $66.5M | 0.09% | −37,393−5.1% | Reduced |
| Westwood Holdings Group Inc. | 690,201 | $65.4M | 0.47% | −60,028−8.0% | Reduced |
| Aventail Capital Group, LP | 688,765 | $65.3M | 3.10% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 685,769 | $65.0M | 3.66% | +333,433+94.6% | Added |
| Victory Capital Management Inc | 673,098 | $63.8M | 0.04% | +19,229+2.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 669,620 | $63.5M | 0.11% | −2,767−0.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 652,111 | $62.9M | 0.10% | +43,693+7.2% | Added |
| Schroder Investment Management Group | 640,694 | $60.2M | 0.05% | +34,497+5.7% | Added |
| SG Americas Securities, LLC | 626,395 | $59.4M | 0.22% | +512,257+448.8% | Added |