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 |
|---|---|---|---|---|---|
|
California Public Employees Retirement System
Sacramento, CA |
Aug 13, 2025 Q2 2025 |
4,197,343
shares
|
$394 Million
0.25% of portfolio
|
Q2 2025
Reduced 14.66%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,171,860
shares
|
$392 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Soroban Capital Partners LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,097,422
shares
|
$385 Million
4.19% of portfolio
|
Q2 2025
Added 83.78%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
3,976,531
shares
|
$374 Million
0.39% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,837,981
shares
|
$361 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
3,090,300
shares
|
$290 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,050,380
shares
|
$287 Million
0.05% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
3,020,895
shares
|
$284 Million
0.34% of portfolio
|
Q2 2025
Reduced 18.1%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
2,935,610
shares
|
$276 Million
0.53% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,850,056
shares
|
$268 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
2,764,813
shares
|
$260 Million
0.06% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,718,040
shares
|
$255 Million
0.15% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Aug 07, 2025 Q2 2025 |
2,706,225
shares
|
$254 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
2,651,091
shares
|
$249 Million
0.16% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Jennison Associates LLC
|
Aug 01, 2025 Q2 2025 |
2,565,858
shares
|
$241 Million
0.14% of portfolio
|
Q2 2025
Added 18.68%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,500,656
shares
|
$235 Million
0.05% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,475,729
shares
|
$233 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,469,887
shares
|
$232 Million
0.08% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
2,364,908
shares
|
$222 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
2,343,596
shares
|
$220 Million
0.43% of portfolio
|
Q2 2025
Reduced 23.07%
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,340,475
shares
|
$220 Million
0.08% of portfolio
|
Q2 2025
Added 36.65%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
2,120,654
shares
|
$199 Million
1.03% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
2,111,001
shares
|
$198 Million
0.16% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
1,932,571
shares
|
$182 Million
0.07% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,922,888
shares
|
$181 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.15%
|