Who owns The Southern Company?
Institutional ownership of SO from SEC Form 13F filings across 1,031 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.
1,031
13F holders
$63.01B
value, 2026 filers
64.8%
of shares outstanding (714.8M sh)
70
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% | 8.4% | +2.9% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 73.7M | $7.05B | 0.2% | 6.7% | -48.5% |
| 3 | Capital World Investors | 62.5M | $5.98B | 0.7% | 5.7% | +11.2% |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | 46.4M | $4.4M | 0.4% | 4.2% | +27.4% |
| 5 | JPMORGAN CHASE & CO | 32.8M | $3.17B | 0.2% | 3% | -24.4% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 29.3M | $2.82B | 0.2% | 2.7% | +3.4% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 27.0M | $2.59B | 0.1% | 2.5% | +3.4% |
| 8 | FMR LLC | 22.5M | $2.16B | 0.1% | 2% | -1.5% |
| 9 | FRANKLIN RESOURCES INC | 16.6M | $1.59B | 0.3% | 1.5% | -1.5% |
| 10 | GOLDMAN SACHS GROUP INC | 14.6M | $1.40B | 0.1% | 1.3% | +149.6% |
| 11 | NORGES BANKNEW | 14.4M | $1.37B | 0.1% | 1.3% | new |
| 12 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13.8M | $1.32B | 0.4% | 1.3% | -11.3% |
| 13 | MORGAN STANLEY | 13.5M | $1.30B | 0.1% | 1.2% | +4.8% |
| 14 | NORTHERN TRUST CORP | 9.8M | $933.7M | 0.1% | 0.9% | -0.7% |
| 15 | AMERIPRISE FINANCIAL INC | 9.6M | $915.8M | 0.2% | 0.9% | +1.4% |
| 16 | ROYAL BANK OF CANADA | 8.7M | $834.7M | 0.1% | 0.8% | -0.4% |
| 17 | BANK OF AMERICA CORP /DE/ | 8.4M | $803.2M | 0.1% | 0.8% | +0.1% |
| 18 | Legal & General Group Plc | 7.7M | $737.3M | 0.2% | 0.7% | -1.9% |
| 19 | Sixth Street Partners Management Company, L.P.NEW | 7.4M | $707.0M | — | 0.7% | new |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.4M | $707.0M | 0.1% | 0.7% | +3.9% |
| 21 | Bank of New York Mellon Corp | 7.3M | $696.6M | 0.1% | 0.7% | 0.0% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 6.3M | $605.9M | 0.1% | 0.6% | +2.1% |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5.7M | $543.8M | 0.1% | 0.5% | +9.8% |
| 24 | Invesco Ltd. | 5.6M | $533.8M | 0.0% | 0.5% | +0.7% |
| 25 | WELLINGTON MANAGEMENT GROUP LLP | 5.5M | $528.3M | 0.1% | 0.5% | +22.2% |
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.