The SouthernSO
13F holders, Q3 2024 (September 30)2,008holders +124
196new positions
73sold out
8famous investors
$90.10avg. 13F price*
At the end of Q3 2024, 2,008 institutions reported holding The Southern Co. (SO) in their 13F filings, up 124 from Q2 2024. 196 opened new positions and 73 sold out. The largest holders were Vanguard Group Inc. ($9.2B), BlackRock, Inc. ($7.3B) and State Street Corp. ($5.3B). 8 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- The Southern Co.
- Sector
- Utilities
- CUSIP
- 842587107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 196 | $310.2M |
| Exits | 73 | $299.3M |
All 13F filers, Q2 2024 → Q3 2024: 39,284,671 shares bought and 32,126,685 shares sold, net +7,157,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,008 holders
| Vanguard Group Inc. | 0.16% | Add +1.3% | 102,092,031 | $9.2B |
| BlackRock, Inc. | 0.15% | — | 80,488,813 | $7.3B |
| State Street Corp. | 0.22% | Add +2.7% | 58,928,637 | $5.3B |
| JPMorgan Chase & Co. | 0.40% | Add +37.1% | 54,724,725 | $4.9B |
| FMR LLC | 0.16% | Reduce -3.4% | 29,375,592 | $2.6B |
| Capital International Investors | 0.49% | Reduce -1.0% | 28,529,941 | $2.6B |
| Massachusetts Financial Services Co. | 0.68% | Reduce -2.7% | 25,166,223 | $2.3B |
| Geode Capital Management, LLC | 0.18% | Add +4.6% | 24,521,339 | $2.2B |
| T. Rowe Price Associates Inc. | 0.19% | Reduce -6.8% | 18,024,377 | $1.6B |
| GQG Partners LLC | 2.34% | Add +21.0% | 16,555,903 | $1.5B |
| Franklin Resources Inc. | 0.36% | Reduce -13.3% | 14,150,402 | $1.3B |
| Morgan Stanley | 0.07% | Add +1.1% | 11,266,226 | $1.0B |
| Norges Bank | 0.14% | Add +2.5% | 10,883,479 | $981.5M |
| Northern Trust Corp. | 0.15% | Reduce -3.5% | 10,344,675 | $932.9M |
| Ameriprise Financial Inc. | 0.22% | Add +0.0% | 9,496,178 | $856.4M |
| Bank of America Corp. | 0.07% | Add +0.3% | 8,501,042 | $766.6M |
| Legal & General Group Plc | 0.19% | Reduce -4.4% | 8,154,622 | $735.4M |
| Goldman Sachs Group Inc. | 0.13% | Add +19.3% | 7,564,088 | $682.1M |
| Royal Bank of Canada | 0.15% | Add +4.0% | 7,405,007 | $667.8M |
| Bank of New York Mellon Corp | 0.12% | Reduce -1.6% | 6,981,010 | $629.5M |
| Charles Schwab Investment Management Inc. | 0.11% | Add +0.8% | 6,405,596 | $577.7M |
| Nuveen Asset Management, LLC | 0.16% | Reduce -17.8% | 6,198,034 | $571.9M |
| California Public Employees Retirement System | 0.32% | Reduce -4.8% | 5,040,024 | $454.5M |
| UBS Group AG | 0.12% | Add +23.0% | 4,751,535 | $428.5M |
| Invesco Ltd. | 0.08% | Add +1.6% | 4,578,319 | $412.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Reduce -11.1% | 4,229,116 | $381.4M |
| Wells Fargo & Company | 0.08% | Reduce -5.3% | 3,687,160 | $332.5M |
| Swiss National Bank | 0.19% | Add +0.5% | 3,245,500 | $292.7M |
| Synovus Financial Corp. | 3.21% | Add +72.5% | 3,077,959 | $277.6M |
| Ensign Peak Advisors, Inc | 0.49% | Reduce -2.8% | 3,077,435 | $277.5M |
| Wellington Management Group LLP | 0.05% | Reduce -5.2% | 3,026,712 | $272.9M |
| Federated Hermes, Inc. | 0.58% | Reduce -38.8% | 2,952,663 | $266.3M |
| Pictet Asset Management Holding SA | 0.29% | Reduce -30.1% | 2,922,422 | $263.5M |
| Raymond James & Associates | 0.15% | Add +5.7% | 2,718,040 | $245.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.16% | Add +3.3% | 2,619,995 | $236.3M |
| Amundi | 0.08% | Add +120.8% | 2,496,115 | $222.9M |
| National Pension Service | 0.21% | Add +13.0% | 2,420,890 | $218.3M |
| Capital Research Global Investors | 0.04% | Reduce -2.1% | 2,378,106 | $214.5M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.2% | 2,376,654 | $214.3M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -6.9% | 2,367,224 | $213.5M |
| Barclays PLC | 0.09% | Reduce -12.8% | 2,306,739 | $208.0M |
| Bank of Montreal | 0.09% | Add +2.9% | 2,094,293 | $188.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 1.19% | Reduce -5.2% | 2,083,379 | $187.9M |
| LPL Financial LLC | 0.08% | Reduce -3.1% | 2,072,170 | $186.9M |
| Rhumbline Advisers | 0.17% | Reduce -3.0% | 2,066,818 | $186.4M |
| HSBC Holdings PLC | 0.11% | Add +30.3% | 1,979,711 | $178.4M |
| Deutsche Bank AG | 0.07% | Add +13.7% | 1,942,420 | $175.2M |
| Canada Pension Plan Investment Board | 0.15% | Add +6.8% | 1,756,570 | $158.4M |
| Confluence Investment Management LLC | 2.02% | Reduce -1.9% | 1,672,649 | $150.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.16% | Add +9.4% | 1,611,170 | $145.3M |
| Duff & Phelps Investment Management Co. | 1.66% | Reduce -13.7% | 1,600,718 | $144.4M |
| Cohen & Steers, Inc. | 0.25% | Reduce -35.0% | 1,571,893 | $141.8M |
| Jennison Associates LLC | 0.09% | Reduce -4.7% | 1,562,126 | $140.9M |
| Zacks Investment Management | 1.12% | Add +11.0% | 1,427,004 | $128.7M |
| Manufacturers Life Insurance Company, The | 0.11% | Reduce -4.4% | 1,411,097 | $127.3M |
| Empower Advisory Group, LLC | 0.42% | Add +1.6% | 1,366,058 | $123.2M |
| California State Teachers Retirement System | 0.14% | Reduce -6.2% | 1,358,820 | $122.5M |
| BNP Paribas Financial Markets | 0.12% | Reduce -14.0% | 1,354,288 | $122.1M |
| Principal Financial Group Inc. | 0.07% | Add +4.1% | 1,351,025 | $121.8M |
| New York State Common Retirement Fund | 0.14% | Reduce -6.6% | 1,186,701 | $107.0M |
| Russell Investments Group, Ltd. | 0.16% | Reduce -20.2% | 1,184,125 | $106.8M |
| State Board of Administration of Florida Retirement System | 0.20% | Reduce -3.5% | 1,160,645 | $104.7M |
| Alliancebernstein L.P. | 0.03% | Reduce -1.5% | 1,107,264 | $99.9M |
| Mawer Investment Management Ltd. | 0.45% | Add +14.8% | 1,086,175 | $98.0M |
| HighTower Advisors, LLC | 0.14% | Add +12.1% | 1,039,294 | $93.8M |
| Commonwealth Equity Services, LLC | 0.14% | Add +2.2% | 1,037,157 | $93.5M |
| Natixis Advisors, LLC | 0.18% | Add +6.1% | 1,021,801 | $92.1M |
| Clark Capital Management Group, Inc. | 0.63% | Add +2.0% | 1,018,557 | $91.9M |
| Marshall Wace, LLP | 0.12% | New | 1,015,404 | $91.6M |
| Macquarie Group Ltd. | 0.10% | Reduce -4.0% | 1,010,597 | $91.1M |
| Focus Partners Wealth | 0.29% | Reduce -57.1% | 998,244 | $90.0M |
| Citigroup Inc. | 0.08% | Reduce -5.3% | 989,912 | $89.3M |
| Stifel Financial Corp. | 0.09% | Reduce -7.9% | 963,266 | $86.9M |
| New York State Teachers Retirement System | 0.17% | Reduce -3.5% | 940,634 | $84.8M |
| National Bank of Canada | 0.11% | Add +141.0% | 934,381 | $84.3M |
| Stonegate Investment Group, LLC | 2.16% | Reduce -3.5% | 906,662 | $81.8M |
| 1832 Asset Management L.P. | 0.13% | Add +1.8% | 888,111 | $80.1M |
| Capital Advisors Inc. | 1.58% | Add +2.0% | 874,884 | $78.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.17% | Reduce -79.0% | 845,210 | $76.2M |
| Korea Investment CORP | 0.17% | Add +4.0% | 810,711 | $73.1M |
| Welch Group, LLC | 3.08% | Reduce -0.5% | 785,721 | $70.9M |
| Old Republic International Corp. | 2.59% | No change | 766,000 | $69.1M |
| Truist Financial Corp. | 0.10% | Reduce -7.9% | 739,963 | $66.7M |
| Mackenzie Financial Corp. | 0.09% | Add +133.8% | 731,882 | $66.0M |
| Victory Capital Management Inc. | 0.06% | Reduce -9.7% | 723,624 | $65.3M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +5.7% | 719,703 | $64.9M |
| Citadel Advisors | 0.07% | Add +30.7% | 713,710 | $64.4M |
| Prudential Financial Inc. | 0.09% | Reduce -1.5% | 702,026 | $63.3M |
| First Trust Advisors LP | 0.06% | Add +0.3% | 644,866 | $58.2M |
| State of Wisconsin Investment Board | 0.14% | Add +5.8% | 624,050 | $56.3M |
| Chevy Chase Trust Holdings, LLC | 0.16% | Reduce -1.8% | 591,522 | $53.3M |
| CANADA LIFE ASSURANCE Co | 0.09% | Add +4.4% | 589,156 | $53.2M |
| Vaughan David Investments LLC | 1.18% | Reduce -0.3% | 568,298 | $51.2M |
| Capital Investment Advisors, LLC | 1.05% | Add +1.9% | 568,287 | $51.2M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +64.5% | 548,364 | $49.5M |
| Schroder Investment Management Group | 0.05% | Add +198.1% | 547,518 | $49.3M |
| Capital International, Inc. | 0.61% | Reduce -7.4% | 537,030 | $48.4M |
| Osaic Holdings, Inc. | 0.11% | Add +2.6% | 527,949 | $47.6M |
| Ceredex Value Advisors LLC | 0.92% | Reduce -8.0% | 524,731 | $47.3M |
| Cetera Investment Advisers | 0.10% | Reduce -1.5% | 520,472 | $46.9M |
"% of holder's portfolio" is SO's weight in each manager's 13F, not the share of The Southern Co. the manager owns.