SOUTHERN CO SO
$97.98
+3.0% 52w: $82.74 – $98.30
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data82.7490.5298.30
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.4K
+85 QoQ
13F value
$78.22B
+9.4% QoQ
Smart-money holders
222
signal tier ≥ 2
New smart buyers
19
Q1 2026
Options barometer
1.4×
$490.1M calls / $360.0M puts
Institutional value by quarter
Number of holders
Who owns SO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 90.4M | $8.72B | 0.2% | +2.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 71.5M | $6.90B | 0.2% | — |
| STATE STREET CORP | Index provider | 63.0M | $6.08B | 0.2% | +2.4% |
| Capital World Investors | Long only active | 56.2M | $5.43B | 0.7% | +36.7% |
| JPMORGAN CHASE & CO | Bank broker | 43.3M | $4.20B | 0.3% | -29.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 36.4M | $3.52B | 0.4% | +5.7% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 28.4M | $2.75B | 0.2% | +4.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 26.1M | $2.52B | 0.1% | — |
| FMR LLC | Long only active | 22.9M | $2.21B | 0.1% | -0.5% |
| FRANKLIN RESOURCES INC | Long only active | 16.8M | $1.62B | 0.4% | +9.6% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 15.6M | $1.50B | 0.5% | -4.3% |
| MORGAN STANLEY | Bank broker | 12.9M | $1.25B | 0.1% | -1.8% |
| NORTHERN TRUST CORP | Index provider | 9.8M | $948.5M | 0.1% | 0.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 9.4M | $910.5M | 0.2% | -0.4% |
| ROYAL BANK OF CANADA | Bank broker | 8.8M | $844.9M | 0.2% | +10.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 8.4M | $808.9M | 0.1% | +4.9% |
| Legal & General Group Plc | Diversified mechanical | 7.8M | $757.5M | 0.2% | -6.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 7.3M | $702.5M | 0.1% | -2.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 7.1M | $686.4M | 0.1% | +3.2% |
| Capital World Investors | Long only active | 11.6M | $598.4M | 0.1% | +4.8% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 6.2M | $598.1M | 0.2% | — |
| GOLDMAN SACHS GROUP INC | Bank broker | 5.8M | $563.9M | 0.1% | +16.5% |
| Invesco Ltd. | Index provider | 5.5M | $534.5M | 0.1% | +3.4% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 5.2M | $499.3M | 0.1% | +1.1% |
| BARCLAYS PLC | Bank broker | 4.6M | $440.6M | 0.2% | +3.9% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 4.5M | $435.9M | 0.1% | +22.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.3M | $410.7M | 0.1% | +6.1% |
| Pictet Asset Management Holding SA | Diversified mechanical | 4.2M | $408.9M | 0.4% | -0.7% |
| UBS Group AG | Bank broker | 4.1M | $393.4M | 0.1% | -9.8% |
| Nuveen, LLC | Diversified mechanical | 3.9M | $375.5M | 0.1% | -14.9% |
| FRANKLIN RESOURCES INC | Long only active | 6.7M | $346.9M | 0.1% | +12.7% |
| Mawer Investment Management Ltd. ★2 | Fundamental diversified | 3.4M | $330.3M | 2.1% | +93.6% |
| Amundi | Diversified mechanical | 3.3M | $320.9M | 0.1% | +89.2% |
| Swiss National Bank | Index provider | 3.2M | $311.9M | 0.2% | +7.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.2M | $304.3M | 0.1% | +1.9% |
| LPL Financial LLC | Bank broker | 3.1M | $296.4M | 0.1% | +1.8% |
| National Pension Service | Other | 2.9M | $277.9M | 0.2% | -0.7% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.7M | $256.3M | 0.1% | +3.2% |
| Capital Research Global Investors | Long only active | 2.6M | $252.4M | 0.0% | +216.9% |
| CITIGROUP INC | Bank broker | 2.6M | $252.3M | 0.2% | +34.9% |
| VOYA INVESTMENT MANAGEMENT LLC | Diversified mechanical | 4.8M | $249.3M | 0.3% | +385.0% |
| Mitsubishi UFJ Asset Management Co., Ltd. | Diversified mechanical | 2.5M | $241.4M | 0.2% | +7.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.4M | $236.1M | 0.1% | +7.7% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 2.4M | $235.5M | 0.2% | -5.7% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 2.4M | $232.6M | 0.1% | — |
| Soroban Capital Partners LP ★3 | Fundamental concentrated | 2.4M | $229.3M | 1.6% | -61.0% |
| MARSHALL WACE, LLP | Quant stat arb | 2.3M | $225.3M | 0.2% | +223.9% |
| Ensign Peak Advisors, Inc | Diversified mechanical | 2.3M | $217.8M | 0.4% | -12.8% |
| DEUTSCHE BANK AG\ | Bank broker | 2.1M | $204.4M | 0.1% | -23.4% |
| California Public Employees Retirement System | Pension sovereign | 2.1M | $202.5M | 0.1% | -26.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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