Who owns SO?
Institutional ownership of Southern Company from Form 13F, Q2 2026
2,355 institutional managers reported holding Southern Company (SO) in Form 13F filings for Q2 2026, with 834,926,964 shares worth $80.0B. The largest reported holder was BlackRock, Inc. Managers that filed both quarters added a net 45,979,053 shares (+5.9%). 116 opened new positions and 112 sold out.
- Funds holding
- 2,355
- Value held
- $80.0B
- New / sold out
- 116 / 112
- Net shares, same filers
- +5.9%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of SO
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| BlackRock, Inc. | $8.9B | 11.1% | 92,990,716 | Added |
| Vanguard Capital Management LLC | $7.1B | 8.8% | 73,665,124 | Added |
| State Street Corp | $6.2B | 7.8% | 64,809,708 | Added |
| Capital World Investors | $6.0B | 7.5% | 62,518,698 | Added |
| Price T Rowe Associates Inc | $4.4B | 5.6% | 46,415,904 | Added |
| JPMorgan Chase & Co | $3.2B | 3.9% | 32,778,201 | Trimmed |
| Geode Capital Management, LLC | $2.8B | 3.5% | 29,315,285 | Added |
| Vanguard Portfolio Management LLC | $2.6B | 3.2% | 27,023,691 | Added |
| FMR LLC | $2.2B | 2.7% | 22,537,244 | Trimmed |
| Franklin Resources Inc | $1.6B | 2.0% | 16,561,908 | Trimmed |
| Goldman Sachs Group Inc | $1.4B | 1.7% | 14,582,492 | Added |
| Norges Bank | $1.4B | 1.7% | 14,358,862 | New |
| Massachusetts Financial Services Co | $1.3B | 1.7% | 13,831,354 | Trimmed |
| Morgan Stanley | $1.3B | 1.6% | 13,539,685 | Added |
| Northern Trust Corp | $934M | 1.2% | 9,755,332 | Trimmed |
| Ameriprise Financial Inc | $916M | 1.1% | 9,568,912 | Added |
| Royal Bank of Canada | $835M | 1.0% | 8,721,450 | Trimmed |
| Bank of America Corp | $803M | 1.0% | 8,392,512 | Added |
| Legal & General Group Plc | $737M | 0.9% | 7,703,017 | Trimmed |
| Charles Schwab Investment Management Inc | $707M | 0.9% | 7,386,604 | Added |
| Bank of New York Mellon Corp | $697M | 0.9% | 7,278,460 | Unchanged |
| Vanguard Fiduciary Trust Co | $606M | 0.8% | 6,330,286 | Added |
| Boston Partners | $591M | 0.7% | 6,174,426 | Added |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $544M | 0.7% | 5,681,674 | Added |
| Invesco Ltd. | $534M | 0.7% | 5,577,317 | Added |
Share of 13F holdings is each fund's shares as a share of the 834,926,964 SO shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Norges Bank New+$1.4B
- Price T Rowe Associates Inc Added+$956M
- Goldman Sachs Group Inc Added+$837M
- Capital World Investors Added+$601M
- Boston Partners Added+$587M
- Healthcare of Ontario Pension Plan Trust Fund Added+$267M
- BlackRock, Inc. Added+$251M
- Vanguard Capital Management LLC Added+$203M
- State Street Corp Added+$175M
- First Trust Advisors LP Added+$162M
Biggest sellers in Q2 2026
- JPMorgan Chase & Co Trimmed-$1.0B
- Capital Research Global Investors Sold out-$252M
- Marshall Wace, LLP Trimmed-$220M
- Barclays PLC Trimmed-$178M
- Massachusetts Financial Services Co Trimmed-$168M
- Adage Capital Partners GP, L.l.c. Sold out-$115M
- Squarepoint Ops LLC Trimmed-$108M
- Prudential Financial Inc Trimmed-$93.9M
- Qube Research & Technologies Ltd Sold out-$83.6M
- ExodusPoint Capital Management, LP Sold out-$80.6M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $7.8B and sold $3.4B; 1,031 added and 699 trimmed.
Schedule 13D and 13G filings on SO
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2025-02-10JPMORGAN CHASE & CO SCHEDULE 13G filed by Southern CompanySchedule 13G
Questions about SO ownership
- Who owns SO stock?
- 2,355 institutional investment managers reported SO positions in their Form 13F filings for Q2 2026, holding 834,926,964 shares worth $80.0B in total. BlackRock, Inc. reported the largest position.
- Are funds buying or selling SO?
- In Q2 2026, 116 managers opened new SO positions, 1,031 added, 699 trimmed and 112 sold out. Managers that filed in both quarters added a net 45,979,053 shares.
- How current is this SO institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to SO by CUSIP. Options are left out. SO news and filings · SO insider trades · Top funds