The SouthernSO
13F holders, Q3 2025 (September 30)2,219holders +36
145new positions
95sold out
8famous investors
$94.75avg. 13F price*
At the end of Q3 2025, 2,219 institutions reported holding The Southern Co. (SO) in their 13F filings, up 36 from Q2 2025. 145 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($10.1B), BlackRock, Inc. ($8.2B) and JPMorgan Chase & Co. ($6.6B). 8 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 145 | $360.7M |
| Exits | 95 | $372.9M |
All 13F filers, Q2 2025 → Q3 2025: 56,643,454 shares bought and 32,129,629 shares sold, net +24,513,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,219 holders
| Vanguard Group Inc. | 0.15% | Add +0.5% | 106,414,323 | $10.1B |
| BlackRock, Inc. | 0.15% | Reduce -0.4% | 86,817,041 | $8.2B |
| JPMorgan Chase & Co. | 0.42% | Add +1.2% | 69,819,768 | $6.6B |
| State Street Corp. | 0.19% | Add +0.0% | 59,124,923 | $5.6B |
| Capital World Investors | 0.44% | Add +320.3% | 33,548,852 | $3.2B |
| T. Rowe Price Associates Inc. | 0.29% | Add +65.6% | 29,023,250 | $2.8B |
| Geode Capital Management, LLC | 0.16% | Add +3.3% | 26,874,265 | $2.5B |
| FMR LLC | 0.12% | Reduce -0.9% | 24,505,290 | $2.3B |
| Massachusetts Financial Services Co. | 0.58% | Reduce -2.6% | 19,810,199 | $1.9B |
| Capital International Investors | 0.30% | Reduce -24.1% | 19,656,303 | $1.9B |
| Franklin Resources Inc. | 0.33% | Reduce -0.4% | 13,963,021 | $1.3B |
| Morgan Stanley | 0.08% | Add +8.6% | 13,960,682 | $1.3B |
| Northern Trust Corp. | 0.13% | Reduce -0.1% | 10,572,493 | $1.0B |
| Royal Bank of Canada | 0.18% | Add +11.6% | 10,440,019 | $989.4M |
| Ameriprise Financial Inc. | 0.21% | Add +0.6% | 9,806,272 | $929.4M |
| Bank of America Corp. | 0.06% | Add +3.2% | 8,639,357 | $818.8M |
| Legal & General Group Plc | 0.18% | Add +3.5% | 8,532,530 | $808.6M |
| Bank of New York Mellon Corp | 0.12% | Add +2.0% | 7,284,822 | $690.4M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +0.6% | 6,810,581 | $645.4M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -18.3% | 5,915,170 | $560.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.12% | Reduce -11.1% | 5,728,293 | $542.9M |
| Invesco Ltd. | 0.08% | Reduce -0.5% | 5,072,192 | $480.7M |
| UBS Group AG | 0.09% | Add +19.8% | 4,998,991 | $473.8M |
| Nuveen, LLC | 0.11% | Reduce -12.9% | 4,478,199 | $424.4M |
| Soroban Capital Partners LP | 3.31% | Add +3.7% | 4,250,074 | $402.8M |
| Pictet Asset Management Holding SA | 0.37% | Add +0.8% | 4,010,117 | $380.0M |
| Wells Fargo & Company | 0.08% | Add +2.9% | 3,950,227 | $374.4M |
| Barclays PLC | 0.12% | Add +25.8% | 3,476,883 | $329.5M |
| California Public Employees Retirement System | 0.20% | Reduce -17.9% | 3,447,036 | $326.7M |
| Swiss National Bank | 0.17% | Reduce -4.6% | 3,168,100 | $300.2M |
| Wellington Management Group LLP | 0.05% | Reduce -0.1% | 3,048,838 | $288.9M |
| Raymond James Financial Inc. | 0.09% | Add +1.9% | 2,904,697 | $275.3M |
| LPL Financial LLC | 0.08% | Add +16.0% | 2,864,009 | $271.4M |
| Ensign Peak Advisors, Inc | 0.43% | Reduce -8.0% | 2,767,092 | $262.2M |
| National Pension Service | 0.20% | Add +1.8% | 2,753,676 | $261.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.15% | Add +2.1% | 2,705,911 | $256.4M |
| Dimensional Fund Advisors LP | 0.05% | Add +1.0% | 2,526,346 | $239.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.15% | Add +3.8% | 2,191,273 | $207.7M |
| Amundi | 0.07% | Reduce -7.1% | 2,174,315 | $207.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.99% | Reduce -2.0% | 2,077,734 | $196.9M |
| Marshall Wace, LLP | 0.22% | Reduce -32.1% | 2,050,726 | $194.3M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -17.4% | 2,044,444 | $193.8M |
| Federated Hermes, Inc. | 0.33% | Reduce -16.4% | 1,958,098 | $185.6M |
| Deutsche Bank AG | 0.06% | Add +0.6% | 1,944,304 | $184.3M |
| Rhumbline Advisers | 0.15% | Add +0.7% | 1,936,661 | $183.5M |
| Bank of Montreal | 0.08% | Add +13.9% | 1,915,292 | $181.5M |
| HSBC Holdings PLC | 0.10% | Add +0.6% | 1,812,192 | $171.6M |
| Jennison Associates LLC | 0.10% | Reduce -30.7% | 1,779,203 | $168.6M |
| Synovus Financial Corp. | 1.83% | Reduce -0.1% | 1,688,686 | $160.0M |
| Confluence Investment Management LLC | 2.09% | Reduce -1.9% | 1,549,426 | $146.8M |
| BNP Paribas Financial Markets | 0.12% | Add +62.9% | 1,536,576 | $145.6M |
| HighTower Advisors, LLC | 0.17% | Add +0.9% | 1,535,754 | $145.5M |
| Empower Advisory Group, LLC | 0.39% | Add +2.1% | 1,502,015 | $142.3M |
| Principal Financial Group Inc. | 0.07% | Reduce -0.5% | 1,418,722 | $134.5M |
| Manufacturers Life Insurance Company, The | 0.11% | Add +9.8% | 1,365,026 | $129.4M |
| California State Teachers Retirement System | 0.13% | Add +0.8% | 1,322,470 | $125.3M |
| Russell Investments Group, Ltd. | 0.14% | Add +13.0% | 1,296,223 | $122.8M |
| Focus Partners Wealth | 0.20% | Add +0.2% | 1,287,056 | $122.0M |
| Energy Income Partners, LLC | 2.33% | Add +0.3% | 1,274,562 | $120.8M |
| Natixis Advisors, LLC | 0.17% | Add +3.4% | 1,226,814 | $116.3M |
| Duff & Phelps Investment Management Co. | 1.24% | Reduce -14.4% | 1,151,486 | $109.1M |
| Prudential Financial Inc. | 0.13% | Reduce -3.2% | 1,127,662 | $106.9M |
| New York State Common Retirement Fund | 0.13% | Reduce -6.5% | 1,064,675 | $100.9M |
| Alliancebernstein L.P. | 0.03% | Reduce -9.3% | 1,059,656 | $100.4M |
| Zacks Investment Management | 0.80% | Reduce -19.4% | 1,058,122 | $100.3M |
| Citigroup Inc. | 0.07% | Reduce -3.0% | 1,051,719 | $99.7M |
| Stifel Financial Corp. | 0.09% | Add +1.7% | 1,031,384 | $97.7M |
| Worldquant Millennium Advisors LLC | 0.42% | Add +1382.0% | 1,017,666 | $96.4M |
| Two Sigma Investments, LP | 0.16% | New | 1,017,455 | $96.4M |
| State Board of Administration of Florida Retirement System | 0.17% | Reduce -8.6% | 1,000,326 | $94.8M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -6.8% | 985,133 | $93.4M |
| First Trust Advisors LP | 0.07% | Add +12.7% | 981,421 | $93.0M |
| APG Asset Management N.V. | 0.26% | Reduce -1.6% | 1,150,304 | $92.8M |
| Capital Advisors Inc. | 1.51% | Add +2.4% | 950,962 | $90.1M |
| Mizuho Markets Americas LLC | 1.87% | No change | 933,700 | $88.5M |
| Mackenzie Financial Corp. | 0.10% | Add +15.3% | 907,116 | $86.0M |
| Macquarie Group Ltd. | 0.10% | Reduce -1.5% | 899,026 | $85.2M |
| Stonegate Investment Group, LLC | 1.97% | Add +0.2% | 892,989 | $84.6M |
| Korea Investment CORP | 0.17% | Add +0.4% | 860,142 | $81.5M |
| Clark Capital Management Group, Inc. | 0.51% | Add +2.3% | 851,405 | $80.7M |
| Capital Research Global Investors | 0.01% | Add +0.0% | 824,760 | $78.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.17% | Reduce -1.6% | 809,319 | $76.7M |
| Mawer Investment Management Ltd. | 0.39% | Reduce -4.6% | 798,280 | $75.7M |
| New York State Teachers Retirement System | 0.15% | Reduce -0.8% | 798,176 | $75.6M |
| Qube Research & Technologies Ltd | 0.11% | Add +65.5% | 783,965 | $74.3M |
| Welch Group, LLC | 2.86% | Add +0.7% | 772,574 | $73.2M |
| Old Republic International Corp. | 2.71% | No change | 771,000 | $73.1M |
| 1832 Asset Management L.P. | 0.12% | Add +23.9% | 763,325 | $72.3M |
| Cohen & Steers, Inc. | 0.13% | Reduce -34.0% | 738,210 | $70.0M |
| Cetera Investment Advisers | 0.08% | Add +17.7% | 713,935 | $67.7M |
| Citadel Advisors | 0.05% | Reduce -70.3% | 703,514 | $66.7M |
| Truist Financial Corp. | 0.09% | Reduce -5.1% | 701,651 | $66.5M |
| Westwood Holdings Group Inc. | 0.47% | Reduce -8.0% | 690,201 | $65.4M |
| Aventail Capital Group, LP | 3.10% | No change | 688,765 | $65.3M |
| Liberty One Investment Management, LLC | 3.66% | Add +94.6% | 685,769 | $65.0M |
| Victory Capital Management Inc. | 0.04% | Add +2.9% | 673,098 | $63.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.11% | Reduce -0.4% | 669,620 | $63.5M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +7.2% | 652,111 | $62.9M |
| Schroder Investment Management Group | 0.05% | Add +5.7% | 640,694 | $60.2M |
| SG Americas Securities, LLC | 0.22% | Add +448.8% | 626,395 | $59.4M |
"% of holder's portfolio" is SO's weight in each manager's 13F, not the share of The Southern Co. the manager owns.