Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,538 institutions that hold shares in the stock, with a total of 783 Million shares, which have been reported (via 13F filing form) to have a value of $70.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
106,414,323
shares
|
$9.64 Billion
0.16% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
77,690,343
shares
|
$7.04 Billion
0.14% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
69,819,768
shares
|
$6.32 Billion
0.44% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
59,124,923
shares
|
$5.36 Billion
0.2% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
33,548,852
shares
|
$3.04 Billion
0.45% of portfolio
|
Q3 2025
Added 320.34%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
29,023,250
shares
|
$2.63 Billion
0.29% of portfolio
|
Q3 2025
Added 65.6%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
26,874,265
shares
|
$2.43 Billion
0.17% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
19,810,199
shares
|
$1.79 Billion
0.62% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
19,656,303
shares
|
$1.78 Billion
0.32% of portfolio
|
Q3 2025
Reduced 24.08%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
14,757,000
shares
|
$1.34 Billion
1.46% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
13,963,021
shares
|
$1.26 Billion
0.35% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
13,960,682
shares
|
$1.26 Billion
0.08% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,572,493
shares
|
$958 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
10,440,019
shares
|
$946 Million
0.17% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
9,806,272
shares
|
$888 Million
0.22% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
8,639,357
shares
|
$783 Million
0.06% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
8,532,530
shares
|
$773 Million
0.19% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
6,810,581
shares
|
$617 Million
0.11% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
5,915,170
shares
|
$536 Million
0.07% of portfolio
|
Q3 2025
Reduced 18.28%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,728,293
shares
|
$519 Million
0.12% of portfolio
|
Q3 2025
Reduced 11.06%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,489,536
shares
|
$497 Million
0.13% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,092,414
shares
|
$461 Million
0.43% of portfolio
|
Q2 2023
Added 1.11%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
5,072,192
shares
|
$459 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
4,998,991
shares
|
$453 Million
0.08% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,478,199
shares
|
$406 Million
0.12% of portfolio
|
Q3 2025
Reduced 12.95%
|
|