SO Institutional Ownership & Shareholders
SOUTHERN CO/THE (SO) is currently held by 2,282 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $76.92B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of SO tracked by InsiderSet, reporting ownership valued at approximately $8.90B in its June 30, 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 $8.71B, representing an estimated loss of -2.09% 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
2,282
Total Reported Value
$76.92B
Largest Holder
Blackrock, Inc.
Largest Position
$8.90B
Insider Transactions (90d)
6
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.13% | 92,990,716 | $8,900,141,450 | $8,714,159,996 | -$185,981,454 | -2.09% | |
| Vanguard Capital Management Llc | 0.15% | 73,665,124 | $7,050,489,019 | $6,903,158,770 | -$147,330,249 | -2.09% | |
| State Street Corp | 0.18% | 64,809,708 | $6,202,937,153 | $6,073,317,737 | -$129,619,416 | -2.09% | |
| Capital World Investors | 0.71% | 62,518,698 | $5,984,032,125 | $5,858,627,190 | -$125,404,935 | -2.10% | |
| Price T Rowe Associates Inc | 0.44% | 46,415,904 | $4,442,468,000 | $4,349,634,364 | -$92,833,636 | -2.09% | |
| Jpmorgan Chase & Co | 0.19% | 32,778,201 | $3,171,291,181 | $3,071,645,216 | -$99,645,965 | -3.14% | |
| Geode Capital Management, Llc | 0.15% | 29,315,285 | $2,824,465,603 | $2,747,135,357 | -$77,330,246 | -2.74% | |
| Vanguard Portfolio Management Llc | 0.12% | 27,023,691 | $2,586,437,465 | $2,532,390,084 | -$54,047,381 | -2.09% | |
| Fmr Llc | 0.09% | 22,537,244 | $2,157,039,692 | $2,111,965,135 | -$45,074,557 | -2.09% | |
| Goldman Sachs Group Inc | 0.15% | 14,582,492 | $1,395,690,332 | $1,366,525,325 | -$29,165,007 | -2.09% | |
| Norges Bank | 0.14% | 14,358,862 | $1,374,286,682 | $1,345,568,958 | -$28,717,724 | -2.09% | |
| Massachusetts Financial Services Co | 0.42% | 13,831,354 | $1,319,807,001 | $1,296,136,183 | -$23,670,818 | -1.79% | |
| Morgan Stanley | 0.07% | 13,539,685 | $1,295,883,513 | $1,268,803,881 | -$27,079,632 | -2.09% | |
| Northern Trust Corp | 0.11% | 9,755,332 | $933,682,824 | $914,172,162 | -$19,510,662 | -2.09% | |
| Ameriprise Financial Inc | 0.19% | 9,568,912 | $915,766,893 | $896,702,744 | -$19,064,149 | -2.08% | |
| Royal Bank Of Canada | 0.14% | 8,721,450 | $834,729,000 | $817,287,080 | -$17,441,921 | -2.09% | |
| Bank Of America Corp | 0.05% | 8,392,512 | $803,247,357 | $786,462,300 | -$16,785,057 | -2.09% | |
| Legal & General Group Plc | 0.15% | 7,703,017 | $737,255,759 | $721,849,723 | -$15,406,036 | -2.09% | |
| Charles Schwab Investment Management Inc | 0.09% | 7,386,604 | $706,971,869 | $692,198,661 | -$14,773,208 | -2.09% | |
| Bank Of New York Mellon Corp | 0.11% | 7,278,460 | $696,621,397 | $682,064,487 | -$14,556,910 | -2.09% | |
| Vanguard Fiduciary Trust Co | 0.13% | 6,330,286 | $605,871,673 | $593,211,101 | -$12,660,572 | -2.09% | |
| Boston Partners | 0.53% | 6,174,426 | $591,051,309 | $578,605,460 | -$12,445,849 | -2.11% | |
| Invesco Ltd. | 0.04% | 5,577,317 | $533,804,994 | $522,650,376 | -$11,154,618 | -2.09% | |
| Wellington Management Group Llp | 0.09% | 5,519,410 | $528,262,731 | $517,223,911 | -$11,038,820 | -2.09% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.10% | 5,173,525 | $499,348,634 | $484,811,028 | -$14,537,606 | -2.91% | |
| Wells Fargo & Company/Mn | 0.07% | 4,306,728 | $412,196,968 | $403,583,481 | -$8,613,487 | -2.09% | |
| Nuveen, Llc | 0.09% | 3,967,302 | $379,710,413 | $371,775,870 | -$7,934,543 | -2.09% | |
| Pictet Asset Management Holding Sa | 0.34% | 3,766,323 | $360,474,774 | $352,942,128 | -$7,532,646 | -2.09% | |
| Ubs Group Ag | 0.06% | 3,702,217 | $354,339,189 | $346,934,755 | -$7,404,434 | -2.09% | |
| Raymond James Financial Inc | 0.09% | 3,306,209 | $316,437,173 | $309,824,845 | -$6,612,328 | -2.09% | |
| Lpl Financial Llc | 0.07% | 3,203,334 | $306,591,140 | $300,184,429 | -$6,406,711 | -2.09% | |
| Swiss National Bank | 0.16% | 3,179,600 | $304,319,516 | $297,960,316 | -$6,359,200 | -2.09% | |
| Mawer Investment Management Ltd. | 1.97% | 3,023,312 | $289,361,192 | $283,314,568 | -$6,046,624 | -2.09% | |
| Deutsche Bank Ag\ | 0.08% | 2,955,110 | $282,833,578 | $276,923,358 | -$5,910,220 | -2.09% | |
| National Pension Service | 0.18% | 2,932,978 | $280,715,324 | $274,849,368 | -$5,865,956 | -2.09% | |
| Bank Of Montreal | 0.10% | 2,860,777 | $273,804,960 | $268,083,413 | -$5,721,547 | -2.09% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.39% | 2,856,478 | $273,393,509 | $267,680,553 | -$5,712,956 | -2.09% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.15% | 2,766,994 | $264,828,996 | $259,295,008 | -$5,533,988 | -2.09% | |
| Dimensional Fund Advisors Lp | 0.05% | 2,753,892 | $263,609,569 | $258,067,219 | -$5,542,350 | -2.10% | |
| Barclays Plc | 0.08% | 2,701,178 | $258,529,745 | $253,127,390 | -$5,402,355 | -2.09% | |
| Envestnet Asset Management Inc | 0.06% | 2,513,008 | $240,519,003 | $235,493,980 | -$5,025,023 | -2.09% | |
| Citigroup Inc | 0.11% | 2,464,771 | $235,903,239 | $230,973,690 | -$4,929,549 | -2.09% | |
| Vanguard Global Advisers, Llc | 0.11% | 2,434,744 | $233,029,348 | $228,159,860 | -$4,869,488 | -2.09% | |
| First Trust Advisors Lp | 0.14% | 2,431,833 | $232,750,746 | $227,887,070 | -$4,863,676 | -2.09% | |
| Vanguard Asset Management, Ltd | 0.15% | 2,392,608 | $228,996,512 | $224,211,296 | -$4,785,216 | -2.09% | |
| Ensign Peak Advisors, Inc | 0.41% | 2,256,022 | $217,751,243 | $211,411,822 | -$6,339,421 | -2.91% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.12% | 2,430,312 | $201,448,562 | $227,744,538 | +$26,295,976 | +13.05% | |
| California Public Employees Retirement System | 0.11% | 2,032,644 | $194,544,357 | $190,479,069 | -$4,065,288 | -2.09% | |
| Hsbc Holdings Plc | 0.09% | 1,992,743 | $191,119,918 | $186,739,947 | -$4,379,971 | -2.29% | |
| Rhumbline Advisers | 0.14% | 1,967,290 | $188,289,215 | $184,354,746 | -$3,934,469 | -2.09% |
Frequently asked questions about SO
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Who are the largest institutional holders of SO?
The largest institutional holders of SO reported in the latest SEC Form 13F filings include Blackrock, Inc. , Vanguard Capital Management Llc , State Street Corp , Capital World Investors , and Price T Rowe Associates Inc . InsiderSet ranks institutional holders by their latest reported SO position.
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What is SO institutional ownership?
This page tracks SO positions reported by institutional investment managers through SEC Form 13F. SOUTHERN CO/THE (SO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
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How many institutions own SO?
InsiderSet currently tracks 2,282 institutional managers reporting SO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SO shareholders.
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How much SO stock do institutions own?
Institutional investment managers disclosed approximately $76.92B in SO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
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When was SO institutional ownership last updated?
The latest SO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
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Are institutional SO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SO position after the reporting date.
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Are institutions buying or selling SO?
Institutional buying and selling can be analyzed by comparing SO positions across consecutive 13F reporting periods. InsiderSet's SO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SO ownership changes.
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How has SO institutional ownership changed over time?
InsiderSet tracks SO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.