Who owns SOUTHERN CO?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SO from SEC Form 13F filings across 2,364 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 2,364 institutions disclosed 838.0M shares of SOUTHERN CO worth $79.88B — about 73.7% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
2,364
13F holders
$79.88B
value, 2026 filers
73.7%
of shares outstanding (838.0M sh)
182
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 93.0M | $8.90B | 0.1% | 8.2% | +2.9% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 73.7M | $7.05B | 0.2% | 6.5% | +3.0% |
| 3 | STATE STREET CORP | 64.8M | $6.20B | 0.2% | 5.7% | +2.9% |
| 4 | Capital World Investors | 62.5M | $5.98B | 0.7% | 5.5% | +11.2% |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | 46.4M | $4.44B | 0.4% | 4.1% | +27.4% |
| 6 | JPMORGAN CHASE & CO | 32.8M | $3.17B | 0.2% | 2.9% | -24.4% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 29.3M | $2.82B | 0.2% | 2.6% | +3.4% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 27.0M | $2.59B | 0.1% | 2.4% | +3.4% |
| 9 | FMR LLC | 22.5M | $2.16B | 0.1% | 2% | -1.5% |
| 10 | FRANKLIN RESOURCES INC | 16.6M | $1.59B | 0.3% | 1.5% | -1.5% |
| 11 | GOLDMAN SACHS GROUP INC | 14.6M | $1.40B | 0.1% | 1.3% | +149.6% |
| 12 | NORGES BANKNEW | 14.4M | $1.37B | 0.1% | 1.3% | new |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13.8M | $1.32B | 0.4% | 1.2% | -11.3% |
| 14 | MORGAN STANLEY | 13.5M | $1.30B | 0.1% | 1.2% | +4.8% |
| 15 | NORTHERN TRUST CORP | 9.8M | $933.7M | 0.1% | 0.9% | -0.7% |
| 16 | AMERIPRISE FINANCIAL INC | 9.6M | $915.8M | 0.2% | 0.8% | +1.4% |
| 17 | ROYAL BANK OF CANADA | 8.7M | $834.7M | 0.1% | 0.8% | -0.4% |
| 18 | BANK OF AMERICA CORP /DE/ | 8.4M | $803.2M | 0.1% | 0.7% | +0.1% |
| 19 | Legal & General Group Plc | 7.7M | $737.3M | 0.2% | 0.7% | -1.9% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.4M | $707.0M | 0.1% | 0.6% | +3.9% |
| 21 | Bank of New York Mellon Corp | 7.3M | $696.6M | 0.1% | 0.6% | 0.0% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 6.3M | $605.9M | 0.1% | 0.6% | +2.1% |
| 23 | Boston Partners | 6.2M | $591.1M | 0.5% | 0.5% | +15069.1% |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5.7M | $543.8M | 0.1% | 0.5% | +9.8% |
| 25 | Invesco Ltd. | 5.6M | $533.8M | 0.0% | 0.5% | +0.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.