Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,208 institutions that hold shares in the stock, with a total of 702 Million shares, which have been reported (via 13F filing form) to have a value of $58.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
102,092,031
shares
|
$8.57 Billion
0.17% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
77,690,343
shares
|
$6.52 Billion
0.14% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
58,928,637
shares
|
$4.94 Billion
0.22% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
54,724,725
shares
|
$4.59 Billion
0.4% of portfolio
|
Q3 2024
Added 37.09%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
28,529,941
shares
|
$2.39 Billion
0.51% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
25,166,223
shares
|
$2.11 Billion
0.71% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
24,521,339
shares
|
$2.06 Billion
0.18% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
18,024,377
shares
|
$1.51 Billion
0.19% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Nov 13, 2024 Q3 2024 |
16,555,903
shares
|
$1.39 Billion
2.35% of portfolio
|
Q3 2024
Added 21.03%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
14,150,402
shares
|
$1.19 Billion
0.38% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
11,266,226
shares
|
$945 Million
0.07% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,344,675
shares
|
$868 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
9,883,227
shares
|
$829 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
9,496,178
shares
|
$797 Million
0.22% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
8,501,042
shares
|
$713 Million
0.06% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
7,564,088
shares
|
$635 Million
0.11% of portfolio
|
Q3 2024
Added 19.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,405,007
shares
|
$621 Million
0.14% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
6,405,596
shares
|
$537 Million
0.11% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,198,034
shares
|
$520 Million
0.16% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,092,414
shares
|
$427 Million
0.43% of portfolio
|
Q2 2023
Added 1.11%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 13, 2024 Q3 2024 |
5,040,024
shares
|
$423 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,751,535
shares
|
$399 Million
0.09% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
4,578,319
shares
|
$384 Million
0.08% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,229,116
shares
|
$355 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,687,160
shares
|
$309 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.33%
|