Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,534 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 |
|---|---|---|---|---|---|
|
Soroban Capital Partners LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,250,074
shares
|
$385 Million
3.28% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
4,010,117
shares
|
$363 Million
0.39% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,950,227
shares
|
$358 Million
0.07% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,476,883
shares
|
$315 Million
0.04% of portfolio
|
Q3 2025
Added 25.75%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
3,447,036
shares
|
$312 Million
0.2% of portfolio
|
Q3 2025
Reduced 17.88%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
3,168,100
shares
|
$287 Million
0.18% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,048,838
shares
|
$276 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,904,697
shares
|
$263 Million
0.09% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,864,009
shares
|
$259 Million
0.08% of portfolio
|
Q3 2025
Added 15.96%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
2,767,092
shares
|
$251 Million
0.45% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Nov 03, 2025 Q3 2025 |
2,753,676
shares
|
$249 Million
0.21% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,718,040
shares
|
$246 Million
0.15% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
2,705,911
shares
|
$245 Million
0.15% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,526,346
shares
|
$229 Million
0.05% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
2,191,273
shares
|
$198 Million
0.15% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
2,174,315
shares
|
$197 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
2,077,734
shares
|
$188 Million
1.02% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
2,050,726
shares
|
$186 Million
0.21% of portfolio
|
Q3 2025
Reduced 32.12%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,044,444
shares
|
$185 Million
0.06% of portfolio
|
Q3 2025
Reduced 17.42%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
1,958,098
shares
|
$177 Million
0.35% of portfolio
|
Q3 2025
Reduced 16.45%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
1,944,304
shares
|
$176 Million
0.06% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
1,936,661
shares
|
$175 Million
0.15% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,915,292
shares
|
$173 Million
0.08% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,865,810
shares
|
$169 Million
2.07% of portfolio
|
Q2 2022
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
1,812,192
shares
|
$164 Million
0.1% of portfolio
|
Q3 2025
Added 0.6%
|
|