Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,481 institutions that hold shares in the stock, with a total of 745 Million shares, which have been reported (via 13F filing form) to have a value of $70 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
105,904,243
shares
|
$9.95 Billion
0.16% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
77,690,343
shares
|
$7.3 Billion
0.14% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
63,584,936
shares
|
$5.97 Billion
0.46% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
58,398,523
shares
|
$5.49 Billion
0.23% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
26,006,919
shares
|
$2.44 Billion
0.17% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
25,891,240
shares
|
$2.43 Billion
0.43% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
20,331,847
shares
|
$1.91 Billion
0.63% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
14,866,776
shares
|
$1.4 Billion
0.17% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
14,015,721
shares
|
$1.32 Billion
0.36% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
12,846,730
shares
|
$1.21 Billion
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
12,205,990
shares
|
$1.15 Billion
0.08% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,585,833
shares
|
$995 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
9,292,773
shares
|
$873 Million
0.24% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
9,125,702
shares
|
$857 Million
0.07% of portfolio
|
Q1 2025
Added 26.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
9,121,715
shares
|
$857 Million
0.18% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
8,246,984
shares
|
$775 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Capital World Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
7,981,421
shares
|
$750 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
7,342,797
shares
|
$690 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
6,768,667
shares
|
$636 Million
0.11% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,489,536
shares
|
$516 Million
0.13% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
5,144,135
shares
|
$483 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
5,099,967
shares
|
$479 Million
0.08% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,092,414
shares
|
$478 Million
0.43% of portfolio
|
Q2 2023
Added 1.11%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,790,415
shares
|
$450 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
4,756,701
shares
|
$447 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.68%
|