Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,479 institutions that hold shares in the stock, with a total of 752 Million shares, which have been reported (via 13F filing form) to have a value of $70.7 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 |
Aug 14, 2025 Q2 2025 |
59,116,535
shares
|
$5.55 Billion
0.21% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
17,526,556
shares
|
$1.65 Billion
0.18% of portfolio
|
Q2 2025
Added 17.89%
|
|
|
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%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
12,861,163
shares
|
$1.21 Billion
0.08% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
12,846,730
shares
|
$1.21 Billion
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
9,753,110
shares
|
$916 Million
0.23% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
9,351,679
shares
|
$879 Million
0.16% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,369,321
shares
|
$786 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
7,238,446
shares
|
$680 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
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%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,440,323
shares
|
$605 Million
0.12% of portfolio
|
Q2 2025
Added 35.39%
|
|
|
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%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
4,421,331
shares
|
$415 Million
0.69% of portfolio
|
Q2 2025
Added 9099.61%
|