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; 2,371 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 | 2,371 | $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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 176,142 | $16.7M | 0.10% | +7,396+4.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 177,332 | $16.8M | 0.14% | +9,739+5.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 180,075 | $17.1M | 0.03% | +15,119+9.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 181,861 | $17.2M | 0.04% | +1,052+0.6% | Added |
| Utah Retirement Systems | 181,993 | $17.2M | 0.17% | +1,073+0.6% | Added |
| DekaBank Deutsche Girozentrale | 184,531 | $17.3M | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 183,046 | $17.3M | 0.08% | +4,263+2.4% | Added |
| HRT Financial LP | 184,613 | $17.5M | 0.06% | +184,613 | New |
| Nichols & Pratt Advisers LLP | 186,548 | $17.7M | 1.12% | +438+0.2% | Added |
| Leavell Investment Management, Inc. | 188,286 | $17.8M | 0.75% | −3,286−1.7% | Reduced |
| HB Wealth Management, LLC | 190,520 | $18.1M | 0.12% | +27,914+17.2% | Added |
| Benjamin Edwards Inc | 194,448 | $18.4M | 0.21% | +44,370+29.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 196,503 | $18.6M | 0.47% | +32,035+19.5% | Added |
| Regions Financial Corp | 196,636 | $18.6M | 0.12% | −35,432−15.3% | Reduced |
| UBS Oconnor LLC | 201,920 | $19.1M | 0.58% | −24,215−10.7% | Reduced |
| CWA Asset Management Group, LLC | 202,013 | $19.1M | 0.71% | +13,555+7.2% | Added |
| Calamos Advisors LLC | 204,295 | $19.4M | 0.08% | −544−0.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 206,331 | $19.6M | 0.56% | −1,806−0.9% | Reduced |
| Tiaa Trust, National Association | 206,340 | $19.6M | 0.05% | +15,373+8.1% | Added |
| ProShare Advisors LLC | 207,170 | $19.6M | 0.04% | −6,728−3.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 207,350 | $19.7M | 0.37% | +2,783+1.4% | Added |
| Savant Capital, LLC | 210,558 | $20.0M | 0.12% | −4,372−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 210,903 | $20.0M | 0.01% | −2,348−1.1% | Reduced |
| iA Global Asset Management Inc. | 211,178 | $20.0M | 0.27% | −16,724−7.3% | Reduced |
| Amalgamated Bank | 213,312 | $20.2M | 0.14% | −3,481−1.6% | Reduced |
| Calamos Wealth Management LLC | 220,155 | $20.9M | 0.76% | −5,512−2.4% | Reduced |
| Midwest Trust Co | 223,306 | $21.2M | 0.28% | −2,466−1.1% | Reduced |
| Richard C. Young & CO., LTD. | 223,975 | $21.2M | 1.97% | −1,190−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 224,041 | $21.2M | 0.04% | −5,139−2.2% | Reduced |
| Foundations Investment Advisors, LLC | 224,580 | $21.3M | 0.31% | +21,271+10.5% | Added |
| Comerica Bank | 229,892 | $21.8M | 0.08% | −17,977−7.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 230,928 | $21.9M | 1.35% | +140+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 232,188 | $22.0M | 0.13% | −12,889−5.3% | Reduced |
| Cerity Partners LLC | 233,670 | $22.2M | 0.04% | +6,139+2.7% | Added |
| FIL Ltd | 234,123 | $22.2M | 0.02% | −39,361−14.4% | Reduced |
| Retirement Systems of Alabama | 234,659 | $22.2M | 0.07% | −1,178−0.5% | Reduced |
| GWM Advisors LLC | 234,749 | $22.2M | 0.10% | +26,361+12.6% | Added |
| Public Sector Pension Investment Board | 237,221 | $22.5M | 0.08% | +11,059+4.9% | Added |
| National Bank of Canada | 239,773 | $22.7M | 0.03% | −208,425−46.5% | Reduced |
| Warren Averett Asset Management, LLC | 240,397 | $22.8M | 0.23% | +14,163+6.3% | Added |
| Becker Capital Management Inc | 240,492 | $22.8M | 0.67% | +6,440+2.8% | Added |
| Mercer Global Advisors Inc | 243,108 | $23.0M | 0.04% | +1,637+0.7% | Added |
| CI Private Wealth, LLC | 243,665 | $23.1M | 0.04% | +15,577+6.8% | Added |
| Edgar Lomax Co | 246,205 | $23.3M | 1.83% | −72,450−22.7% | Reduced |
| IFM Investors Pty Ltd | 252,995 | $23.9M | 0.21% | −5,174−2.0% | Reduced |
| MAI Capital Management | 252,791 | $24.0M | 0.15% | +14,498+6.1% | Added |
| Swiss Life Asset Management Ltd | 257,379 | $24.4M | 0.13% | −5,909−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 257,740 | $24.4M | 0.37% | +7,539+3.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 259,000 | $24.5M | 0.18% | +31,000+13.6% | Added |
| Hennessy Advisors Inc | 259,200 | $24.6M | 0.85% | −23,700−8.4% | Reduced |
| STRS Ohio | 259,757 | $24.6M | 0.09% | −68,945−21.0% | Reduced |
| Huntington National Bank | 261,211 | $24.8M | 0.15% | +10,660+4.3% | Added |
| Crawford Investment Counsel Inc | 261,255 | $24.8M | 0.41% | +570+0.2% | Added |
| MetLife Investment Management | 272,971 | $25.9M | 0.12% | −7,119−2.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 278,652 | $26.4M | 0.02% | +12,292+4.6% | Added |
| Czech National Bank | 279,389 | $26.5M | 0.18% | +10,741+4.0% | Added |
| Brandywine Global Investment Management, LLC | 279,534 | $26.5M | 0.18% | +530+0.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 282,182 | $26.7M | 0.06% | +22,482+8.7% | Added |
| Captrust Financial Advisors | 283,538 | $26.9M | 0.05% | −13,084−4.4% | Reduced |
| Hancock Whitney Corp | 285,289 | $27.0M | 0.49% | −4,878−1.7% | Reduced |
| American Century Companies Inc | 286,533 | $27.2M | 0.01% | +1,390+0.5% | Added |
| State of Michigan Retirement System | 297,523 | $28.2M | 0.14% | −1,300−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 298,368 | $28.3M | 0.36% | +5,854+2.0% | Added |
| Quantinno Capital Management LP | 298,487 | $28.3M | 0.08% | +96,611+47.9% | Added |
| Brinker Capital Investments, LLC | 299,202 | $28.4M | 0.22% | +7,821+2.7% | Added |
| Adage Capital Partners GP, L.L.C. | 300,300 | $28.5M | 0.05% | −706,300−70.2% | Reduced |
| D. E. Shaw & Co., Inc. | 300,407 | $28.5M | 0.02% | +186,215+163.1% | Added |
| Squarepoint Ops LLC | 300,699 | $28.5M | 0.06% | +156,594+108.7% | Added |
| Advisors Capital Management, LLC | 302,490 | $28.7M | 0.35% | +2,142+0.7% | Added |
| Teacher Retirement System of Texas | 308,461 | $29.2M | 0.12% | −123,715−28.6% | Reduced |
| Baird Financial Group, Inc. | 312,481 | $29.6M | 0.05% | −1,164−0.4% | Reduced |
| Voya Investment Management LLC | 312,484 | $29.6M | 0.03% | −34,793−10.0% | Reduced |
| Assenagon Asset Management S.A. | 317,863 | $30.1M | 0.04% | −882,761−73.5% | Reduced |
| Arizona State Retirement System | 321,030 | $30.4M | 0.16% | +388+0.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 322,282 | $30.5M | 0.09% | +16,474+5.4% | Added |
| Forsta Ap-Fonden | 334,700 | $31.7M | 0.19% | +49,600+17.4% | Added |
| Kestra Advisory Services, LLC | 336,580 | $31.9M | 0.15% | +62,726+22.9% | Added |
| Cahaba Wealth Management, Inc. | 343,359 | $32.5M | 2.36% | −7,490−2.1% | Reduced |
| GW Henssler & Associates Ltd | 345,775 | $32.8M | 1.64% | −7,230−2.0% | Reduced |
| Sanctuary Advisors, LLC | 350,149 | $33.2M | 0.19% | −48,760−12.2% | Reduced |
| Voloridge Investment Management, LLC | 352,687 | $33.4M | 0.11% | +352,687 | New |
| Ceredex Value Advisors LLC | 352,885 | $33.4M | 0.78% | −6,283−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 364,395 | $34.5M | 0.06% | −800−0.2% | Reduced |
| Janney Montgomery Scott LLC | 366,895 | $34.8M | 0.08% | +7,344+2.0% | Added |
| Millennium Management LLC | 367,920 | $34.9M | 0.03% | +95,144+34.9% | Added |
| MML Investors Services, LLC | 368,328 | $34.9M | 0.09% | −24,006−6.1% | Reduced |
| Aptus Capital Advisors, LLC | 381,350 | $36.1M | 0.33% | +7,912+2.1% | Added |
| State of New Jersey Common Pension Fund D | 382,239 | $36.2M | 0.13% | +9,417+2.5% | Added |
| State of Tennessee, Treasury Department | 389,262 | $36.9M | 0.12% | +5,921+1.5% | Added |
| AQR Capital Management LLC | 393,337 | $37.0M | 0.02% | −43,810−10.0% | Reduced |
| CIBC Asset Management Inc | 390,764 | $37.0M | 0.11% | +1,130+0.3% | Added |
| Mariner, LLC | 392,054 | $37.2M | 0.05% | −16,051−3.9% | Reduced |
| Nomura Asset Management Co Ltd | 393,127 | $37.3M | 0.10% | +4,117+1.1% | Added |
| Gabelli Funds LLC | 401,500 | $38.1M | 0.26% | −3,050−0.8% | Reduced |
| Magellan Asset Management Ltd | 403,257 | $38.2M | 0.45% | +48,850+13.8% | Added |
| SEI Investments Co | 403,812 | $38.3M | 0.04% | −46,148−10.3% | Reduced |
| Eventide Asset Management, LLC | 406,399 | $38.4M | 0.63% | +14,287+3.6% | Added |
| TD Asset Management Inc | 409,080 | $38.8M | 0.03% | +5,529+1.4% | Added |
| Van Eck Associates Corp | 420,169 | $39.8M | 0.04% | +25,376+6.4% | Added |
| US Bancorp | 420,876 | $39.9M | 0.05% | −4,420−1.0% | Reduced |