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 5 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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 210,558 | $20.0M | 0.12% | −4,372−2.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 207,350 | $19.7M | 0.37% | +2,783+1.4% | Added |
| ProShare Advisors LLC | 207,170 | $19.6M | 0.04% | −6,728−3.1% | Reduced |
| Tiaa Trust, National Association | 206,340 | $19.6M | 0.05% | +15,373+8.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 206,331 | $19.6M | 0.56% | −1,806−0.9% | Reduced |
| Calamos Advisors LLC | 204,295 | $19.4M | 0.08% | −544−0.3% | Reduced |
| CWA Asset Management Group, LLC | 202,013 | $19.1M | 0.71% | +13,555+7.2% | Added |
| UBS Oconnor LLC | 201,920 | $19.1M | 0.58% | −24,215−10.7% | Reduced |
| Regions Financial Corp | 196,636 | $18.6M | 0.12% | −35,432−15.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 196,503 | $18.6M | 0.47% | +32,035+19.5% | Added |
| Benjamin Edwards Inc | 194,448 | $18.4M | 0.21% | +44,370+29.6% | Added |
| HB Wealth Management, LLC | 190,520 | $18.1M | 0.12% | +27,914+17.2% | Added |
| Leavell Investment Management, Inc. | 188,286 | $17.8M | 0.75% | −3,286−1.7% | Reduced |
| Nichols & Pratt Advisers LLP | 186,548 | $17.7M | 1.12% | +438+0.2% | Added |
| HRT Financial LP | 184,613 | $17.5M | 0.06% | +184,613 | New |
| Allworth Financial LP | 183,046 | $17.3M | 0.08% | +4,263+2.4% | Added |
| DekaBank Deutsche Girozentrale | 184,531 | $17.3M | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 181,993 | $17.2M | 0.17% | +1,073+0.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 181,861 | $17.2M | 0.04% | +1,052+0.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 180,075 | $17.1M | 0.03% | +15,119+9.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 177,332 | $16.8M | 0.14% | +9,739+5.8% | Added |
| Steward Partners Investment Advisory, LLC | 176,142 | $16.7M | 0.10% | +7,396+4.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | – | $16.7M | 0.85% | – | New |
| USS Investment Management Ltd | 175,403 | $16.6M | 0.08% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 174,339 | $16.5M | 0.06% | +7,679+4.6% | Added |
| Moody Lynn & Lieberson, LLC | 173,754 | $16.5M | 0.89% | +19,204+12.4% | Added |
| Davidson Investment Advisors | 172,167 | $16.3M | 0.69% | −1,246−0.7% | Reduced |
| Wealthfront Advisers LLC | 172,092 | $16.3M | 0.04% | +7,003+4.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 168,204 | $15.9M | 0.05% | +506+0.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 166,958 | $15.8M | 0.12% | −538−0.3% | Reduced |
| Jones Financial Companies LLLP | 164,588 | $15.6M | 0.01% | +22,264+15.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 163,270 | $15.5M | 0.13% | +4,411+2.8% | Added |
| Commerce Bank | 163,178 | $15.5M | 0.09% | +1,495+0.9% | Added |
| Xponance, Inc. | 163,026 | $15.4M | 0.12% | −10,791−6.2% | Reduced |
| Waycross Partners, LLC | 162,018 | $15.4M | 1.32% | +3,464+2.2% | Added |
| Shelton Capital Management | 160,021 | $15.2M | 0.32% | −1,597−1.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 159,524 | $15.1M | 0.10% | +15,430+10.7% | Added |
| JustInvest LLC | 158,717 | $15.0M | 0.15% | +5,856+3.8% | Added |
| Susquehanna International Group, LLP | 158,490 | $15.0M | 0.02% | −15,595−9.0% | Reduced |
| British Columbia Investment Management Corp | 158,145 | $15.0M | 0.09% | −14,446−8.4% | Reduced |
| Nisa Investment Advisors, LLC | 158,043 | $15.0M | 0.06% | +3,630+2.4% | Added |
| CIBC Bancorp USA Inc. | 156,073 | $14.8M | 0.09% | +156,073 | New |
| Exchange Traded Concepts, LLC | 155,720 | $14.8M | 0.14% | −147,272−48.6% | Reduced |
| First Horizon Corp | 153,640 | $14.6M | 0.68% | +153,640 | New |
| Brookstone Capital Management | 152,754 | $14.5M | 0.17% | +27,198+21.7% | Added |
| Baillie Gifford & Co | 152,730 | $14.5M | 0.01% | +130,758+595.1% | Added |
| Lockheed Martin Investment Management Co | 149,970 | $14.2M | 0.52% | −65,880−30.5% | Reduced |
| New York Life Investment Management LLC | 149,490 | $14.2M | 0.12% | −130−0.1% | Reduced |
| Yousif Capital Management, LLC | 149,254 | $14.1M | 0.15% | −9,934−6.2% | Reduced |
| Bank of Nova Scotia | 148,459 | $14.1M | 0.02% | +14,262+10.6% | Added |
| CCM Investment Advisers LLC | 147,909 | $14.0M | 1.38% | +2,869+2.0% | Added |
| M&T Bank Corp | 147,761 | $14.0M | 0.05% | −8,794−5.6% | Reduced |
| Aquatic Capital Management LLC | 147,459 | $14.0M | 0.26% | +147,459 | New |
| Bragg Financial Advisors, Inc | 146,462 | $13.9M | 0.46% | −3,750−2.5% | Reduced |
| Vestcor Inc | 146,007 | $13.8M | 0.41% | +3,554+2.5% | Added |
| Alerus Financial NA | 145,967 | $13.8M | 0.70% | +10,185+7.5% | Added |
| Independent Advisor Alliance | 145,410 | $13.8M | 0.36% | +21,302+17.2% | Added |
| Woodline Partners LP | 145,384 | $13.8M | 0.06% | +26,501+22.3% | Added |
| Arkadios Wealth Advisors | 144,509 | $13.7M | 0.34% | +15,043+11.6% | Added |
| Capital & Planning, LLC | 141,773 | $13.4M | 8.30% | +2,595+1.9% | Added |
| CIBC Private Wealth Group, LLC | 141,179 | $13.4M | 0.02% | +1,807+1.3% | Added |
| Public Employees Retirement Association of Colorado | 140,589 | $13.3M | 0.05% | −2,932−2.0% | Reduced |
| Glenview Trust Co | 140,090 | $13.3M | 0.21% | +24,807+21.5% | Added |
| Nissay Asset Management Corp | 138,973 | $13.2M | 0.07% | +2,173+1.6% | Added |
| Biondo Investment Advisors, LLC | 138,718 | $13.1M | 1.65% | +219+0.2% | Added |
| Klingenstein Fields & Co LP | 136,289 | $12.9M | 0.49% | +148+0.1% | Added |
| Pathstone Holdings, LLC | 135,002 | $12.8M | 0.05% | +1,464+1.1% | Added |
| King Luther Capital Management Corp | 133,477 | $12.6M | 0.05% | +18,557+16.1% | Added |
| Pinnacle Financial Partners Inc | 132,384 | $12.5M | 0.30% | +4,474+3.5% | Added |
| Verity & Verity, LLC | 132,175 | $12.5M | 1.00% | +1,157+0.9% | Added |
| Cullinan Associates Inc | 129,901 | $12.3M | 0.80% | +4,749+3.8% | Added |
| Kettle Hill Capital Management, LLC | 129,463 | $12.3M | 2.76% | +129,463 | New |
| Jamison Private Wealth Management, Inc. | 129,344 | $12.3M | 1.55% | +2,308+1.8% | Added |
| Gotham Asset Management, LLC | 129,043 | $12.2M | 0.05% | +86,816+205.6% | Added |
| NEOS Investment Management LLC | 128,633 | $12.2M | 0.09% | +25,235+24.4% | Added |
| Royal London Asset Management Ltd | 127,398 | $12.1M | 0.03% | −6,199−4.6% | Reduced |
| Oregon Public Employees Retirement Fund | 125,772 | $11.9M | 0.16% | +30,802+32.4% | Added |
| Pinnacle Associates Ltd | 125,380 | $11.9M | 0.16% | +3,322+2.7% | Added |
| Keybank National Association | 125,144 | $11.9M | 0.04% | −1,878−1.5% | Reduced |
| RFG Advisory, LLC | 124,536 | $11.8M | 0.24% | +3,057+2.5% | Added |
| Blair William & Co | 124,453 | $11.8M | 0.03% | +21,857+21.3% | Added |
| Advisory Services Network, LLC | 124,173 | $11.8M | 0.17% | +582+0.5% | Added |
| Signature Wealth Management Group | 120,022 | $11.4M | 4.41% | −987−0.8% | Reduced |
| Fisher Asset Management, LLC | 119,991 | $11.4M | 0.00% | −2,417−2.0% | Reduced |
| Kanawha Capital Management LLC | 119,547 | $11.3M | 0.78% | +567+0.5% | Added |
| RWC Asset Management LLP | 119,530 | $11.3M | 0.55% | −494−0.4% | Reduced |
| Mutual of America Capital Management LLC | 119,220 | $11.3M | 0.12% | −6,800−5.4% | Reduced |
| Private Advisor Group, LLC | 118,813 | $11.3M | 0.06% | +3,279+2.8% | Added |
| Stephens Inc | 118,792 | $11.3M | 0.14% | +1,603+1.4% | Added |
| Quantbot Technologies LP | 118,646 | $11.2M | 0.31% | +118,646 | New |
| State of Alaska, Department of Revenue | 117,546 | $11.1M | 0.11% | −5,793−4.7% | Reduced |
| Fairvoy Private Wealth, LLC | 116,377 | $11.0M | 2.51% | −1,106−0.9% | Reduced |
| Rafferty Asset Management, LLC | 115,819 | $11.0M | 0.04% | −2,291−1.9% | Reduced |
| Metis Global Partners, LLC | 115,807 | $11.0M | 0.26% | +16,677+16.8% | Added |
| IFG Advisory, LLC | 115,684 | $11.0M | 0.50% | +12,643+12.3% | Added |
| QRG Capital Management, Inc. | 114,744 | $10.9M | 0.13% | −11,032−8.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 113,460 | $10.8M | 0.46% | +7,017+6.6% | Added |
| Intech Investment Management LLC | 112,681 | $10.7M | 0.10% | −4,904−4.2% | Reduced |
| Dakota Wealth Management | 112,459 | $10.7M | 0.21% | −27,848−19.8% | Reduced |
| Sagefield Capital LP | 109,997 | $10.4M | 1.17% | +8,055+7.9% | Added |