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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.

Other share classesSOJCSOJDSOJESOJFSOMN

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Q3 2026 vs. Q2 2026

How the institutions holding Southern Co changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of SO: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders2,3712,36290
Shares834.3M832.8M1.40M−55.1K (−3.8%)
Value$79.9B$79.8B$115.7M−$23.2M (−16.7%)

2,362 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (0)

Institutions that held Southern Co at the end of Q3 2026 but not at the end of Q2 2026.

None.

Sold out (0)

Institutions that held Southern Co at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (2,362)

Institutions that held Southern Co at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 2,362 by value.

Institutions holding SO in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
BlackRock, Inc.92,990,716$8.90B
Vanguard Capital Management LLC73,665,124$7.05B
State Street Corp64,809,708$6.20B
Capital World Investors62,518,698$5.98B
Price T Rowe Associates Inc46,415,904$4.44B
JPMorgan Chase & Co32,778,201$3.17B
Geode Capital Management, LLC29,315,285$2.82B
Vanguard Portfolio Management LLC27,023,691$2.59B
FMR LLC22,537,244$2.16B
Franklin Resources Inc16,561,908$1.59B
Goldman Sachs Group Inc14,582,492$1.40B
Norges Bank14,358,862$1.37B
Massachusetts Financial Services Co13,831,354$1.32B
Morgan Stanley13,539,685$1.30B
Northern Trust Corp9,755,332$933.7M
Ameriprise Financial Inc9,568,912$915.8M
Royal Bank of Canada8,721,450$834.7M
Bank of America Corp8,392,512$803.2M
Legal & General Group Plc7,703,017$737.3M
Charles Schwab Investment Management Inc7,386,604$707.0M
Bank of New York Mellon Corp7,278,460$696.6M
Vanguard Fiduciary Trust Co6,330,286$605.9M
Boston Partners6,174,426$591.1M
UBS Asset Management Americas Inc5,681,674$543.8M
Invesco Ltd.5,577,317$533.8M
Wellington Management Group LLP5,519,410$528.3M
Amundi4,447,873$425.7M
Wells Fargo & Company4,306,728$412.2M
Nuveen, LLC3,967,302$379.7M
Pictet Asset Management Holding SA3,766,323$360.5M
UBS Group AG3,702,217$354.3M
Raymond James Financial Inc3,306,209$316.4M
LPL Financial LLC3,203,334$306.6M
Swiss National Bank3,179,600$304.3M
Mawer Investment Management Ltd.3,023,312$289.4M
Deutsche Bank AG2,955,110$282.8M
National Pension Service2,932,978$280.7M
Bank of Montreal2,860,777$273.8M
Healthcare of Ontario Pension Plan Trust Fund2,856,478$273.4M
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.2,766,994$264.8M
Dimensional Fund Advisors LP2,753,892$263.6M
Barclays PLC2,701,178$258.5M
Envestnet Asset Management Inc2,513,008$240.5M
Sumitomo Mitsui Trust Holdings, Inc.2,492,383$238.5M
Citigroup Inc2,464,771$235.9M
Vanguard Global Advisers, LLC2,434,744$233.0M
First Trust Advisors LP2,431,833$232.8M
Vanguard Asset Management, Ltd2,392,608$229.0M
Ensign Peak Advisors, Inc2,320,369$222.1M
California Public Employees Retirement System2,032,644$194.5M
HSBC Holdings PLC1,992,743$191.1M
Rhumbline Advisers1,967,290$188.3M
Federated Hermes, Inc.1,936,635$185.4M
Pinnacle Financial Partners, Inc.1,932,339$184.9M
Jennison Associates LLC1,870,949$179.1M
Commonwealth of Pennsylvania Public School Empls Retrmt Sys1,796,076$171.9M
Energy Income Partners, LLC1,735,602$166.1M
Natixis Advisors, L.P.1,697,019$162.4M
Soroban Capital Partners LP1,688,287$161.6M
BNP Paribas Arbitrage, SA1,652,536$158.2M
Jupiter Topco LLC1,642,660$157.2M
Empower Advisory Group, LLC1,634,931$156.5M
Cbre Clarion Securities LLC1,496,314$143.2M
HighTower Advisors, LLC1,476,938$141.4M
Principal Financial Group Inc1,462,913$140.0M
Canada Pension Plan Investment Board1,457,085$139.5M
Colony Group, LLC1,407,819$134.7M
Manufacturers Life Insurance Company, The1,347,359$129.0M
California State Teachers Retirement System1,312,265$125.6M
Citadel Advisors LLC1,173,137$112.3M
Russell Investments Group, Ltd.1,168,322$111.8M
Capital Advisors Inc1,139,024$109.0M
Vanguard Investments Australia, Ltd.1,126,072$107.8M
Alliancebernstein L.P.1,064,958$102.8M
Stifel Financial Corp1,067,608$102.2M
GWM Advisors LLC1,067,217$102.1M
Duff & Phelps Investment Management Co1,066,805$102.1M
Zacks Investment Management1,037,823$99.3M
Capital International Investors1,036,760$99.2M
New York State Common Retirement Fund1,033,775$98.9M
Jones Financial Companies LLLP964,398$93.7M
Truist Financial Corp971,161$92.9M
State Board of Administration of Florida Retirement System946,207$90.6M
Commonwealth Equity Services, LLC873,978$83.6M
Macquarie Group Ltd846,178$81.0M
APG Asset Management N.V.954,653$79.9M
Cetera Investment Advisers819,582$78.4M
Mitsubishi UFJ Trust & Banking Corp811,142$77.6M
Welch Group, LLC787,841$75.4M
New York State Teachers Retirement System779,399$74.6M
Korea Investment CORP756,114$72.4M
Bank Julius Baer & Co. Ltd, Zurich746,107$71.6M
Vaughan Nelson Investment Management, L.P.745,415$71.3M
Old Republic International Corporation711,900$68.1M
Victory Capital Management Inc707,473$67.7M
Arrowstreet Capital, Limited Partnership704,100$67.4M
Balyasny Asset Management LLC701,019$67.1M
Quantinno Capital Management LP700,173$67.0M
Cohen & Steers, Inc.691,562$66.2M
SG Americas Securities, LLC684,551$65.5M