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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 425,893 | $40.4M | 0.08% | −38,484−8.3% | Reduced |
| Standard Life Aberdeen plc | 433,412 | $40.7M | 0.06% | −51,496−10.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 432,911 | $41.0M | 0.11% | +31,109+7.7% | Added |
| Public Employees Retirement System of Ohio | 442,264 | $41.9M | 0.13% | −9,223−2.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 446,517 | $42.3M | 0.20% | −34,792−7.2% | Reduced |
| Jane Street Group, LLC | 448,159 | $42.5M | 0.05% | +448,159 | New |
| Bollard Group LLC | 450,621 | $42.7M | 1.06% | +24,127+5.7% | Added |
| DnB Asset Management AS | 453,922 | $43.0M | 0.16% | +17,744+4.1% | Added |
| Creative Planning | 465,115 | $44.1M | 0.03% | +15,814+3.5% | Added |
| Capital International Inc | 481,188 | $45.6M | 0.36% | +174,642+57.0% | Added |
| Treasurer of the State of North Carolina | 495,434 | $47.0M | 0.14% | −19,302−3.7% | Reduced |
| Asset Management One Co.,Ltd. | 521,522 | $49.4M | 0.14% | +6,462+1.3% | Added |
| The PNC Financial Services Group, Inc. | 530,629 | $50.3M | 0.03% | +8,597+1.6% | Added |
| Donaldson Capital Management, LLC | 563,027 | $53.4M | 1.69% | +543,517+2,785.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 565,454 | $53.6M | 0.15% | −19,222−3.3% | Reduced |
| State of Wisconsin Investment Board | 577,408 | $54.7M | 0.13% | −10,037−1.7% | Reduced |
| Vaughan David Investments LLC | 582,476 | $55.2M | 1.19% | +1,975+0.3% | Added |
| Great West Life Assurance Co | 603,237 | $56.6M | 0.08% | +10,699+1.8% | Added |
| Canada Pension Plan Investment Board | 606,581 | $57.5M | 0.04% | −437,520−41.9% | Reduced |
| Fort Washington Investment Advisors Inc | 617,113 | $58.5M | 0.32% | +7,595+1.2% | Added |
| Capital Investment Advisors, LLC | 625,865 | $59.3M | 0.98% | +18,966+3.1% | Added |
| Advisor Group Holdings, Inc. | 635,131 | $59.4M | 0.08% | +10,482+1.7% | Added |
| SG Americas Securities, LLC | 626,395 | $59.4M | 0.22% | +512,257+448.8% | Added |
| Schroder Investment Management Group | 640,694 | $60.2M | 0.05% | +34,497+5.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 652,111 | $62.9M | 0.10% | +43,693+7.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 669,620 | $63.5M | 0.11% | −2,767−0.4% | Reduced |
| Victory Capital Management Inc | 673,098 | $63.8M | 0.04% | +19,229+2.9% | Added |
| Liberty One Investment Management, LLC | 685,769 | $65.0M | 3.66% | +333,433+94.6% | Added |
| Aventail Capital Group, LP | 688,765 | $65.3M | 3.10% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 690,201 | $65.4M | 0.47% | −60,028−8.0% | Reduced |
| Truist Financial Corp | 701,651 | $66.5M | 0.09% | −37,393−5.1% | Reduced |
| Citadel Advisors LLC | 703,514 | $66.7M | 0.05% | −1,661,394−70.3% | Reduced |
| Cetera Investment Advisers | 713,935 | $67.7M | 0.08% | +107,489+17.7% | Added |
| Cohen & Steers, Inc. | 738,210 | $70.0M | 0.13% | −380,116−34.0% | Reduced |
| 1832 Asset Management L.P. | 763,325 | $72.3M | 0.12% | +147,367+23.9% | Added |
| Old Republic International Corporation | 771,000 | $73.1M | 2.71% | 00.0% | Unchanged |
| Welch Group, LLC | 772,574 | $73.2M | 2.86% | +5,119+0.7% | Added |
| Qube Research & Technologies Ltd | 783,965 | $74.3M | 0.11% | +310,151+65.5% | Added |
| New York State Teachers Retirement System | 798,176 | $75.6M | 0.15% | −6,553−0.8% | Reduced |
| Mawer Investment Management Ltd. | 798,280 | $75.7M | 0.39% | −38,200−4.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 809,319 | $76.7M | 0.17% | −13,084−1.6% | Reduced |
| Capital Research Global Investors | 824,760 | $78.2M | 0.01% | +3660.0% | Added |
| Clark Capital Management Group, Inc. | 851,405 | $80.7M | 0.51% | +19,319+2.3% | Added |
| Korea Investment CORP | 860,142 | $81.5M | 0.17% | +3,296+0.4% | Added |
| Stonegate Investment Group, LLC | 892,989 | $84.6M | 1.96% | +2,128+0.2% | Added |
| Macquarie Group Ltd | 899,026 | $85.2M | 0.10% | −13,424−1.5% | Reduced |
| Mackenzie Financial Corp | 907,116 | $86.0M | 0.10% | +120,592+15.3% | Added |
| Mizuho Markets Americas LLC | 933,700 | $88.5M | 1.87% | 00.0% | Unchanged |
| Capital Advisors Inc | 950,962 | $90.1M | 1.51% | +22,458+2.4% | Added |
| APG Asset Management N.V. | 1,150,304 | $92.8M | 0.26% | −18,182−1.6% | Reduced |
| First Trust Advisors LP | 981,421 | $93.0M | 0.07% | +110,908+12.7% | Added |
| Commonwealth Equity Services, LLC | 985,133 | $93.4M | 0.12% | −71,898−6.8% | Reduced |
| State Board of Administration of Florida Retirement System | 1,000,326 | $94.8M | 0.17% | −94,023−8.6% | Reduced |
| Two Sigma Investments, LP | 1,017,455 | $96.4M | 0.15% | +1,017,455 | New |
| Worldquant Millennium Advisors LLC | 1,017,666 | $96.4M | 0.42% | +949,000+1,382.1% | Added |
| Stifel Financial Corp | 1,031,384 | $97.7M | 0.09% | +17,000+1.7% | Added |
| Citigroup Inc | 1,051,719 | $99.7M | 0.07% | −32,804−3.0% | Reduced |
| Zacks Investment Management | 1,058,122 | $100.3M | 0.80% | −254,424−19.4% | Reduced |
| Alliancebernstein L.P. | 1,059,656 | $100.4M | 0.03% | −109,206−9.3% | Reduced |
| New York State Common Retirement Fund | 1,064,675 | $100.9M | 0.13% | −74,099−6.5% | Reduced |
| Prudential Financial Inc | 1,127,662 | $106.9M | 0.13% | −36,769−3.2% | Reduced |
| Duff & Phelps Investment Management Co | 1,151,486 | $109.1M | 1.24% | −194,488−14.4% | Reduced |
| Natixis Advisors, L.P. | 1,226,814 | $116.3M | 0.17% | +40,582+3.4% | Added |
| Energy Income Partners, LLC | 1,274,562 | $120.8M | 2.33% | +3,497+0.3% | Added |
| Colony Group, LLC | 1,287,056 | $122.0M | 0.20% | +3,101+0.2% | Added |
| Russell Investments Group, Ltd. | 1,296,223 | $122.8M | 0.14% | +149,201+13.0% | Added |
| California State Teachers Retirement System | 1,322,470 | $125.3M | 0.13% | +9,887+0.8% | Added |
| Manufacturers Life Insurance Company, The | 1,365,026 | $129.4M | 0.11% | +121,357+9.8% | Added |
| Principal Financial Group Inc | 1,418,722 | $134.5M | 0.07% | −6,533−0.5% | Reduced |
| Empower Advisory Group, LLC | 1,502,015 | $142.3M | 0.39% | +30,635+2.1% | Added |
| HighTower Advisors, LLC | 1,535,754 | $145.5M | 0.17% | +14,466+1.0% | Added |
| BNP Paribas Arbitrage, SA | 1,536,576 | $145.6M | 0.11% | +593,146+62.9% | Added |
| Confluence Investment Management LLC | 1,549,426 | $146.8M | 2.09% | −30,028−1.9% | Reduced |
| Synovus Financial Corp | 1,688,686 | $160.0M | 1.83% | −2,467−0.1% | Reduced |
| Jennison Associates LLC | 1,779,203 | $168.6M | 0.10% | −786,655−30.7% | Reduced |
| HSBC Holdings PLC | 1,812,192 | $171.6M | 0.10% | +10,720+0.6% | Added |
| Bank of Montreal | 1,915,292 | $181.5M | 0.08% | +233,337+13.9% | Added |
| Rhumbline Advisers | 1,936,661 | $183.5M | 0.15% | +13,773+0.7% | Added |
| Deutsche Bank AG | 1,944,304 | $184.3M | 0.06% | +11,733+0.6% | Added |
| Federated Hermes, Inc. | 1,958,098 | $185.6M | 0.33% | −385,498−16.4% | Reduced |
| Envestnet Asset Management Inc | 2,044,444 | $193.8M | 0.06% | −431,285−17.4% | Reduced |
| Marshall Wace, LLP | 2,050,726 | $194.3M | 0.21% | −970,169−32.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,077,734 | $196.9M | 0.99% | −42,920−2.0% | Reduced |
| Amundi | 2,174,315 | $207.6M | 0.07% | −166,160−7.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,191,273 | $207.7M | 0.15% | +80,272+3.8% | Added |
| Dimensional Fund Advisors LP | 2,526,346 | $239.4M | 0.05% | +25,690+1.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,705,911 | $256.4M | 0.15% | +54,820+2.1% | Added |
| National Pension Service | 2,753,676 | $261.0M | 0.20% | +47,451+1.8% | Added |
| Ensign Peak Advisors, Inc | 2,767,092 | $262.2M | 0.43% | −240,859−8.0% | Reduced |
| LPL Financial LLC | 2,864,009 | $271.4M | 0.08% | +394,122+16.0% | Added |
| Raymond James Financial Inc | 2,904,697 | $275.3M | 0.09% | +54,641+1.9% | Added |
| Wellington Management Group LLP | 3,048,838 | $288.9M | 0.05% | −1,542−0.1% | Reduced |
| Swiss National Bank | 3,168,100 | $300.2M | 0.17% | −152,100−4.6% | Reduced |
| California Public Employees Retirement System | 3,447,036 | $326.7M | 0.20% | −750,307−17.9% | Reduced |
| Barclays PLC | 3,476,883 | $329.5M | 0.12% | +712,070+25.8% | Added |
| Wells Fargo & Company | 3,950,227 | $374.4M | 0.08% | +112,246+2.9% | Added |
| Pictet Asset Management Holding SA | 4,010,117 | $380.0M | 0.37% | +33,586+0.8% | Added |
| Soroban Capital Partners LP | 4,250,074 | $402.8M | 3.31% | +152,652+3.7% | Added |
| Nuveen, LLC | 4,478,199 | $424.4M | 0.11% | −665,936−12.9% | Reduced |
| UBS Group AG | 4,998,991 | $473.8M | 0.09% | +827,131+19.8% | Added |