SOUTHERN CO/THE (SO) Institutional Shareholders
SOUTHERN CO/THE (SO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $67.09B in SO holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of SO tracked by InsiderSet, reporting ownership valued at approximately $8.72B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.54B, representing an estimated loss of -2.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed SO value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, State Street Corp, and several other long-term asset managers with concentrated positions in SOUTHERN CO/THE (SO).
This page ranks the largest institutional SO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,328
Total Reported Value
$67.09B
Largest Holder
Blackrock, Inc.
Largest Position
$8.72B
Insider Transactions (90d)
6
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.15% | 90,368,703 | $8,722,387,162 | $8,543,457,182 | -$178,929,980 | -2.05% | |
| Vanguard Capital Management Llc | 0.17% | 71,539,145 | $6,904,958,276 | $6,763,310,768 | -$141,647,508 | -2.05% | |
| State Street Corp | 0.21% | 62,980,088 | $6,078,838,094 | $5,954,137,520 | -$124,700,574 | -2.05% | |
| Capital World Investors | 0.74% | 56,239,873 | $5,428,272,542 | $5,316,917,593 | -$111,354,949 | -2.05% | |
| Geode Capital Management, Llc | 0.17% | 28,355,049 | $2,751,206,618 | $2,680,686,332 | -$70,520,286 | -2.56% | |
| Vanguard Portfolio Management Llc | 0.13% | 26,136,857 | $2,522,729,438 | $2,470,978,461 | -$51,750,977 | -2.05% | |
| Fmr Llc | 0.12% | 22,887,934 | $2,209,143,439 | $2,163,825,280 | -$45,318,159 | -2.05% | |
| Franklin Resources Inc | 0.40% | 16,809,309 | $1,622,434,519 | $1,589,152,073 | -$33,282,446 | -2.05% | |
| Massachusetts Financial Services Co | 0.42% | 13,831,354 | $1,319,807,001 | $1,307,616,207 | -$12,190,794 | -0.92% | |
| Morgan Stanley | 0.08% | 12,915,066 | $1,246,562,483 | $1,220,990,340 | -$25,572,143 | -2.05% | |
| Northern Trust Corp | 0.13% | 9,827,426 | $948,543,157 | $929,084,854 | -$19,458,303 | -2.05% | |
| Ameriprise Financial Inc | 0.21% | 9,435,986 | $910,453,128 | $892,078,116 | -$18,375,012 | -2.02% | |
| Royal Bank Of Canada | 0.16% | 8,753,175 | $844,857,000 | $827,525,165 | -$17,331,836 | -2.05% | |
| Bank Of America Corp | 0.06% | 8,380,592 | $808,894,778 | $792,301,168 | -$16,593,610 | -2.05% | |
| Legal & General Group Plc | 0.18% | 7,848,282 | $757,516,183 | $741,976,580 | -$15,539,603 | -2.05% | |
| Bank Of New York Mellon Corp | 0.13% | 7,278,616 | $702,531,965 | $688,120,357 | -$14,411,608 | -2.05% | |
| Charles Schwab Investment Management Inc | 0.10% | 7,111,271 | $686,379,897 | $672,299,560 | -$14,080,337 | -2.05% | |
| Vanguard Fiduciary Trust Co | 0.15% | 6,197,084 | $598,142,548 | $585,872,321 | -$12,270,227 | -2.05% | |
| Goldman Sachs Group Inc | 0.07% | 5,841,923 | $563,862,380 | $552,295,400 | -$11,566,980 | -2.05% | |
| Invesco Ltd. | 0.08% | 5,537,999 | $534,527,657 | $523,562,425 | -$10,965,232 | -2.05% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.10% | 5,173,525 | $499,348,634 | $489,105,054 | -$10,243,580 | -2.05% | |
| Barclays Plc | 0.16% | 4,564,491 | $440,564,672 | $431,526,979 | -$9,037,693 | -2.05% | |
| Wellington Management Group Llp | 0.08% | 4,515,730 | $435,858,259 | $426,917,114 | -$8,941,145 | -2.05% | |
| Wells Fargo & Company/Mn | 0.08% | 4,254,837 | $410,676,769 | $402,252,290 | -$8,424,479 | -2.05% | |
| Ubs Group Ag | 0.07% | 4,076,352 | $393,449,494 | $385,378,318 | -$8,071,176 | -2.05% | |
| Nuveen, Llc | 0.10% | 3,890,571 | $375,517,910 | $367,814,582 | -$7,703,328 | -2.05% | |
| Pictet Asset Management Holding Sa | 0.34% | 3,766,323 | $360,474,774 | $356,068,176 | -$4,406,598 | -1.22% | |
| Mawer Investment Management Ltd. | 2.14% | 3,421,757 | $330,267,986 | $323,492,907 | -$6,775,079 | -2.05% | |
| Amundi | 0.09% | 3,324,416 | $320,872,632 | $314,290,289 | -$6,582,343 | -2.05% | |
| Swiss National Bank | 0.18% | 3,231,400 | $311,894,728 | $305,496,556 | -$6,398,172 | -2.05% | |
| Raymond James Financial Inc | 0.09% | 3,152,402 | $304,272,356 | $298,028,085 | -$6,244,271 | -2.05% | |
| Lpl Financial Llc | 0.08% | 3,070,673 | $296,381,322 | $290,301,425 | -$6,079,897 | -2.05% | |
| National Pension Service | 0.21% | 2,878,867 | $277,868,243 | $272,168,086 | -$5,700,157 | -2.05% | |
| Dimensional Fund Advisors Lp | 0.05% | 2,655,044 | $256,276,602 | $251,007,860 | -$5,268,742 | -2.06% | |
| Capital Research Global Investors | 0.04% | 2,614,540 | $252,355,401 | $247,178,612 | -$5,176,789 | -2.05% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.16% | 2,500,709 | $241,368,433 | $236,417,029 | -$4,951,404 | -2.05% | |
| Envestnet Asset Management Inc | 0.06% | 2,513,008 | $240,519,003 | $237,579,776 | -$2,939,227 | -1.22% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.14% | 2,492,383 | $238,545,977 | $235,629,889 | -$2,916,088 | -1.22% | |
| Citigroup Inc | 0.11% | 2,464,771 | $235,903,239 | $233,019,450 | -$2,883,789 | -1.22% | |
| Vanguard Global Advisers, Llc | 0.13% | 2,409,631 | $232,577,584 | $227,806,515 | -$4,771,069 | -2.05% | |
| Soroban Capital Partners Lp | 1.64% | 2,375,511 | $229,284,322 | $224,580,810 | -$4,703,512 | -2.05% | |
| Marshall Wace, Llp | 0.24% | 2,334,078 | $225,285,209 | $220,663,734 | -$4,621,475 | -2.05% | |
| Ensign Peak Advisors, Inc | 0.41% | 2,256,022 | $217,751,243 | $213,284,320 | -$4,466,923 | -2.05% | |
| Deutsche Bank Ag\ | 0.07% | 2,117,270 | $204,358,899 | $200,166,706 | -$4,192,193 | -2.05% | |
| California Public Employees Retirement System | 0.12% | 2,098,404 | $202,537,954 | $198,383,114 | -$4,154,840 | -2.05% | |
| Vanguard Asset Management, Ltd | 0.17% | 2,069,243 | $199,723,334 | $195,626,233 | -$4,097,101 | -2.05% | |
| Pinnacle Financial Partners, Inc. | 1.42% | 1,923,892 | $185,701,033 | $181,884,750 | -$3,816,283 | -2.06% | |
| Rhumbline Advisers | 0.16% | 1,922,471 | $185,556,801 | $181,750,408 | -$3,806,393 | -2.05% | |
| Federated Hermes, Inc. | 0.30% | 1,889,752 | $182,398,864 | $178,657,154 | -$3,741,710 | -2.05% | |
| Jennison Associates Llc | 0.11% | 1,870,949 | $179,068,529 | $176,879,518 | -$2,189,011 | -1.22% |
Frequently asked questions about SO
-
Who owns the most SO stock?
The largest holders of SO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SOUTHERN CO/THE (SO).
-
Is SO widely held by superinvestors?
Many widely followed stocks like SO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SO is represented among the institutional managers we track.
-
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.