Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,431 institutions that hold shares in the stock, with a total of 733 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
104,210,177
shares
|
$9.15 Billion
0.18% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
77,690,343
shares
|
$6.82 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
|
$5.58 Billion
0.46% of portfolio
|
Q1 2025
Added 13.94%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
57,646,249
shares
|
$5.06 Billion
0.19% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Capital International Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
25,771,200
shares
|
$2.26 Billion
0.49% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
25,050,209
shares
|
$2.2 Billion
0.16% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
21,178,566
shares
|
$1.86 Billion
0.69% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
15,876,440
shares
|
$1.39 Billion
0.15% of portfolio
|
Q4 2024
Reduced 11.92%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
14,099,428
shares
|
$1.24 Billion
0.34% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
11,491,827
shares
|
$1.01 Billion
0.07% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,805,269
shares
|
$948 Million
0.13% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
9,269,678
shares
|
$814 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,475,998
shares
|
$744 Million
0.15% of portfolio
|
Q4 2024
Added 14.46%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
8,308,053
shares
|
$729 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
7,342,797
shares
|
$645 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,197,835
shares
|
$632 Million
0.05% of portfolio
|
Q4 2024
Reduced 15.33%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
6,680,776
shares
|
$586 Million
0.12% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
5,548,980
shares
|
$487 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,489,536
shares
|
$482 Million
0.13% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,365,096
shares
|
$471 Million
0.08% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,208,872
shares
|
$457 Million
0.1% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,092,414
shares
|
$447 Million
0.43% of portfolio
|
Q2 2023
Added 1.11%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Apr 23, 2025 Q4 2024 |
5,008,039
shares
|
$440 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
4,979,444
shares
|
$437 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
4,322,931
shares
|
$379 Million
0.45% of portfolio
|
Q4 2024
Added 325.74%
|