The SouthernSO
13F holders, Q2 2026 (June 30)2,367holders +1
114new positions
112sold out
7famous investors
$95.77avg. 13F price*
At the end of Q2 2026, 2,367 institutions reported holding The Southern Co. (SO) in their 13F filings, up 1 from Q1 2026. 114 opened new positions and 112 sold out. The largest holders were BlackRock, Inc. ($8.9B), Vanguard Capital Management LLC ($7.1B) and State Street Corp. ($6.2B). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- The Southern Co.
- Sector
- Utilities
- CUSIP
- 842587107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $157.4M |
| Exits | 112 | $701.8M |
All 13F filers, Q1 2026 → Q2 2026: 65,526,250 shares bought and 35,068,861 shares sold, net +30,457,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,367 holders
| BlackRock, Inc. | 0.13% | Add +2.9% | 92,990,716 | $8.9B |
| Vanguard Capital Management LLC | 0.15% | Add +3.0% | 73,665,124 | $7.1B |
| State Street Corp. | 0.18% | Add +2.9% | 64,809,708 | $6.2B |
| Capital World Investors | 0.71% | Add +11.2% | 62,518,698 | $6.0B |
| T. Rowe Price Associates Inc. | 0.45% | Add +27.4% | 46,415,904 | $4.4B |
| JPMorgan Chase & Co. | 0.19% | Reduce -24.4% | 32,778,201 | $3.2B |
| Geode Capital Management, LLC | 0.15% | Add +3.4% | 29,315,285 | $2.8B |
| Vanguard Portfolio Management LLC | 0.12% | Add +3.4% | 27,023,691 | $2.6B |
| FMR LLC | 0.09% | Reduce -1.5% | 22,537,244 | $2.2B |
| Franklin Resources Inc. | 0.35% | Reduce -1.5% | 16,561,908 | $1.6B |
| Goldman Sachs Group Inc. | 0.15% | Add +149.6% | 14,582,492 | $1.4B |
| Norges Bank | 0.14% | — | 14,358,862 | $1.4B |
| Massachusetts Financial Services Co. | 0.42% | Reduce -11.3% | 13,831,354 | $1.3B |
| Morgan Stanley | 0.07% | Add +4.8% | 13,539,685 | $1.3B |
| Northern Trust Corp. | 0.11% | Reduce -0.7% | 9,755,332 | $933.7M |
| Ameriprise Financial Inc. | 0.19% | Add +1.4% | 9,568,912 | $915.8M |
| Royal Bank of Canada | 0.14% | Reduce -0.4% | 8,721,450 | $834.7M |
| Bank of America Corp. | 0.05% | Add +0.1% | 8,392,512 | $803.2M |
| Legal & General Group Plc | 0.15% | Reduce -1.9% | 7,703,017 | $737.3M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +3.9% | 7,386,604 | $707.0M |
| Bank of New York Mellon Corp | 0.11% | Reduce 0.0% | 7,278,460 | $696.6M |
| Vanguard Fiduciary Trust Co. | 0.13% | Add +2.1% | 6,330,286 | $605.9M |
| Boston Partners | 0.53% | Add +15069.1% | 6,174,426 | $591.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Add +9.8% | 5,681,674 | $543.8M |
| Invesco Ltd. | 0.04% | Add +0.7% | 5,577,317 | $533.8M |
| Wellington Management Group LLP | 0.09% | Add +22.2% | 5,519,410 | $528.3M |
| Amundi | 0.10% | Add +33.8% | 4,447,873 | $425.7M |
| Wells Fargo & Company | 0.07% | Add +1.2% | 4,306,728 | $412.2M |
| Nuveen, LLC | 0.09% | Add +2.0% | 3,967,302 | $379.7M |
| Pictet Asset Management Holding SA | 0.34% | Reduce -11.1% | 3,766,323 | $360.5M |
| UBS Group AG | 0.06% | Reduce -9.2% | 3,702,217 | $354.3M |
| Raymond James Financial Inc. | 0.09% | Add +4.9% | 3,306,209 | $316.4M |
| LPL Financial LLC | 0.07% | Add +4.3% | 3,203,334 | $306.6M |
| Swiss National Bank | 0.16% | Reduce -1.6% | 3,179,600 | $304.3M |
| Mawer Investment Management Ltd. | 1.97% | Reduce -11.6% | 3,023,312 | $289.4M |
| Deutsche Bank AG | 0.08% | Add +39.6% | 2,955,110 | $282.8M |
| National Pension Service | 0.18% | Add +1.9% | 2,932,978 | $280.7M |
| Bank of Montreal | 0.10% | Add +66.1% | 2,860,777 | $273.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.39% | Add +4030.3% | 2,856,478 | $273.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.15% | Add +10.7% | 2,766,994 | $264.8M |
| Dimensional Fund Advisors LP | 0.05% | Add +3.7% | 2,753,892 | $263.6M |
| Barclays PLC | 0.08% | Reduce -40.8% | 2,701,178 | $258.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +2.8% | 2,513,008 | $240.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.14% | Add +2.2% | 2,492,383 | $238.5M |
| Citigroup Inc. | 0.11% | Reduce -5.7% | 2,464,771 | $235.9M |
| Vanguard Global Advisers, LLC | 0.11% | Add +1.0% | 2,434,744 | $233.0M |
| First Trust Advisors LP | 0.14% | Add +227.3% | 2,431,833 | $232.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.15% | Add +15.6% | 2,392,608 | $229.0M |
| Ensign Peak Advisors, Inc | 0.37% | Add +2.9% | 2,320,369 | $222.1M |
| California Public Employees Retirement System | 0.11% | Reduce -3.1% | 2,032,644 | $194.5M |
| HSBC Holdings PLC | 0.09% | Add +13.9% | 1,992,743 | $191.1M |
| Rhumbline Advisers | 0.14% | Add +2.3% | 1,967,290 | $188.3M |
| Federated Hermes, Inc. | 0.27% | Add +2.5% | 1,936,635 | $185.4M |
| Pinnacle Financial Partners, Inc. | 1.26% | Add +0.4% | 1,932,339 | $184.9M |
| Jennison Associates LLC | 0.11% | Reduce -3.1% | 1,870,949 | $179.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.84% | Reduce -8.1% | 1,796,076 | $171.9M |
| Energy Income Partners, LLC | 2.61% | Add +1.1% | 1,735,602 | $166.1M |
| Natixis Advisors, LLC | 0.18% | Add +48.0% | 1,697,019 | $162.4M |
| Soroban Capital Partners LP | 1.14% | Reduce -28.9% | 1,688,287 | $161.6M |
| BNP Paribas Financial Markets | 0.08% | Add +60.0% | 1,652,536 | $158.2M |
| Jupiter Topco LLC | 0.06% | — | 1,642,660 | $157.2M |
| Empower Advisory Group, LLC | 0.37% | Add +3.3% | 1,634,931 | $156.5M |
| CBRE Investment Management Listed Real Assets LLC | 2.00% | Add +100.8% | 1,496,314 | $143.2M |
| HighTower Advisors, LLC | 0.14% | Reduce -2.6% | 1,476,938 | $141.4M |
| Principal Financial Group Inc. | 0.07% | Add +1.2% | 1,462,913 | $140.0M |
| Canada Pension Plan Investment Board | 0.08% | Add +3244.2% | 1,457,085 | $139.5M |
| Focus Partners Wealth | 0.14% | Reduce -3.7% | 1,407,819 | $134.7M |
| Confluence Investment Management LLC | 2.05% | Reduce -3.6% | 1,370,593 | $131.2M |
| Manufacturers Life Insurance Company, The | 0.10% | Reduce -2.8% | 1,347,359 | $129.0M |
| California State Teachers Retirement System | 0.12% | Add +2.8% | 1,312,265 | $125.6M |
| Citadel Advisors | 0.07% | Add +31.1% | 1,173,137 | $112.3M |
| Russell Investments Group, Ltd. | 0.10% | Add +4.0% | 1,168,322 | $111.8M |
| Capital Advisors Inc. | 1.60% | Add +9.6% | 1,139,024 | $109.0M |
| Vanguard Investments Australia, Ltd. | 0.27% | Add +5.2% | 1,126,072 | $107.8M |
| Alliancebernstein L.P. | 0.03% | Add +1.9% | 1,064,958 | $102.8M |
| Stifel Financial Corp. | 0.09% | Add +1.1% | 1,067,608 | $102.2M |
| NewEdge Advisors, LLC | 0.30% | Add +2.7% | 1,067,217 | $102.1M |
| Duff & Phelps Investment Management Co. | 0.96% | Reduce -0.6% | 1,066,805 | $102.1M |
| Zacks Investment Management | 0.71% | Add +0.0% | 1,037,823 | $99.3M |
| Capital International Investors | 0.02% | Reduce -25.1% | 1,036,760 | $99.2M |
| New York State Common Retirement Fund | 0.12% | Reduce -1.7% | 1,033,775 | $98.9M |
| Jones Financial Companies LLLP | 0.04% | Add +21.8% | 964,398 | $93.7M |
| Truist Financial Corp. | 0.11% | Add +0.0% | 971,161 | $92.9M |
| State Board of Administration of Florida Retirement System | 0.15% | Reduce -1.5% | 946,207 | $90.6M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -1.9% | 873,978 | $83.6M |
| Macquarie Group Ltd. | 0.35% | Add +14.2% | 846,178 | $81.0M |
| APG Asset Management N.V. | 0.20% | Add +28.1% | 954,653 | $79.9M |
| Cetera Investment Advisers | 0.07% | Add +2.6% | 819,582 | $78.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.17% | Add +2.1% | 811,142 | $77.6M |
| Welch Group, LLC | 2.58% | Add +0.7% | 787,841 | $75.4M |
| New York State Teachers Retirement System | 0.14% | Reduce -9.9% | 779,399 | $74.6M |
| Korea Investment CORP | 0.14% | Reduce -10.0% | 756,114 | $72.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.19% | Add +1.6% | 746,107 | $71.6M |
| Vaughan Nelson Investment Management, L.P. | 0.63% | New | 745,415 | $71.3M |
| Old Republic International Corp. | 2.55% | No change | 711,900 | $68.1M |
| Victory Capital Management Inc. | 0.04% | Add +0.6% | 707,473 | $67.7M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +25.8% | 704,100 | $67.4M |
| Balyasny Asset Management L.P. | 0.13% | Add +344.5% | 701,019 | $67.1M |
| Quantinno Capital Management LP | 0.08% | Add +52.4% | 700,173 | $67.0M |
| Cohen & Steers, Inc. | 0.10% | No change | 691,562 | $66.2M |
"% of holder's portfolio" is SO's weight in each manager's 13F, not the share of The Southern Co. the manager owns.