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SOSouthern Company

Utilities · Electric Utilities · NYSE
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Who owns SO

Institutions that file 13Fs hold 74% of the shares

13F, quarter ending Jun 30, 2026
Held by institutionsHolders ↓
74.1%
2,355 holders, -6 from Mar 31, 2026
Shares they hold, quarter on quarter
+5.7%
144 new, 924 added, 633 cut, 150 sold out
Top 10 holders
56%
of the shares institutions hold
Superinvestors holding itWho ↓
0
of the investors followed on Tickdelta

A 13F lists the long positions of managers with more than $100M in US stocks. It shows the last day of a quarter and is filed up to 45 days later. Two managers can report the same shares, so totals can count some shares twice.

Institutional owners

The 25 biggest holders

13F data sets, SEC
HolderSharesValue% of companyFrom Mar 31, 2026
BlackRock, Inc. 92.99M$8.9B 8.25% Added +2.9%
VANGUARD CAPITAL MANAGEMENT LLC 73.67M$7.1B 6.53% Added +3.0%
STATE STREET CORP 64.81M$6.2B 5.75% Added +2.9%
Capital World Investors 62.52M$6.0B 5.55% Added +11.2%
PRICE T ROWE ASSOCIATES INC /MD/ 46.42M$4.4M 4.12% Added +27.4%
JPMORGAN CHASE & CO 32.78M$3.2B 2.91% Reduced -24.4%
GEODE CAPITAL MANAGEMENT, LLC 29.32M$2.8B 2.60% Added +3.4%
VANGUARD PORTFOLIO MANAGEMENT LLC 27.02M$2.6B 2.40% Added +3.4%
FMR LLC 22.54M$2.2B 2.00% Reduced -1.5%
FRANKLIN RESOURCES INC 16.56M$1.6B 1.47% Reduced -1.5%
GOLDMAN SACHS GROUP INC 14.58M$1.4B 1.29% Added +149.6%
NORGES BANK 14.36M$1.4B 1.27% New
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13.83M$1.3B 1.23% Reduced -11.3%
MORGAN STANLEY 13.54M$1.3B 1.20% Added +4.8%
NORTHERN TRUST CORP 9.76M$933.7M 0.87% Reduced -0.7%
AMERIPRISE FINANCIAL INC 9.57M$915.8M 0.85% Added +1.4%
ROYAL BANK OF CANADA 8.72M$834.7M 0.77% Held
BANK OF AMERICA CORP /DE/ 8.39M$803.2M 0.74% Held
Legal & General Group Plc 7.70M$737.3M 0.68% Reduced -1.9%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 7.39M$707.0M 0.66% Added +3.9%
Bank of New York Mellon Corp 7.28M$696.6M 0.65% Held
VANGUARD FIDUCIARY TRUST CO 6.33M$605.9M 0.56% Added +2.1%
Boston Partners 6.17M$591.1M 0.55% Added ×152
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 5.68M$543.8M 0.50% Added +9.8%
Invesco Ltd. 5.58M$533.8M 0.49% Added +0.7%
Show the other 15 holders
This quarter

Who bought and who sold the most shares

13F, quarter on quarter

Bought the most shares

  • NORGES BANK +14.36M, new
  • PRICE T ROWE ASSOCIATES INC /MD/ +9.99M
  • GOLDMAN SACHS GROUP INC +8.74M
  • Capital World Investors +6.28M
  • Boston Partners +6.13M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND +2.79M
  • BlackRock, Inc. +2.62M
  • VANGUARD CAPITAL MANAGEMENT LLC +2.13M
  • STATE STREET CORP +1.83M
  • FIRST TRUST ADVISORS LP +1.69M

Sold the most shares

  • JPMORGAN CHASE & CO -10.56M
  • Capital Research Global Investors -2.61M, sold out
  • MARSHALL WACE, LLP -2.30M
  • BARCLAYS PLC -1.86M
  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/ -1.76M
  • JANUS HENDERSON GROUP PLC -1.71M, sold out
  • ADAGE CAPITAL PARTNERS GP, L.L.C. -1.19M, sold out
  • Squarepoint Ops LLC -1.12M
  • PRUDENTIAL FINANCIAL INC -981K
  • Qube Research & Technologies Ltd -867K, sold out
Superinvestors

Superinvestors holding SO

Their latest 13F

None of the followed investors held SO in their latest 13F.

More than 5%

13D filings: owners who may push for change

Schedule 13D, last year

No Schedule 13D about SO in the last year.

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