The SouthernSO
13F holders, Q1 2026 (March 31)2,366holders +93
193new positions
94sold out
8famous investors
$96.52avg. 13F price*
At the end of Q1 2026, 2,366 institutions reported holding The Southern Co. (SO) in their 13F filings, up 93 from Q4 2025. 193 opened new positions and 94 sold out. The largest holders were BlackRock, Inc. ($8.7B), Vanguard Capital Management LLC ($6.9B) and State Street Corp. ($6.1B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- The Southern Co.
- Sector
- Utilities
- CUSIP
- 842587107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 193 | $421.5M |
| Exits | 94 | $69.2M |
All 13F filers, Q4 2025 → Q1 2026: 52,878,920 shares bought and 48,149,425 shares sold, net +4,729,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,366 holders
| BlackRock, Inc. | 0.15% | Add +2.0% | 90,368,703 | $8.7B |
| Vanguard Capital Management LLC | 0.17% | — | 71,539,145 | $6.9B |
| State Street Corp. | 0.21% | Add +2.4% | 62,980,088 | $6.1B |
| Capital World Investors | 0.74% | Add +36.7% | 56,239,873 | $5.4B |
| JPMorgan Chase & Co. | 0.29% | Reduce -29.8% | 43,337,750 | $4.2B |
| T. Rowe Price Associates Inc. | 0.41% | Add +5.7% | 36,425,526 | $3.5B |
| Geode Capital Management, LLC | 0.17% | Add +4.0% | 28,355,049 | $2.8B |
| Vanguard Portfolio Management LLC | 0.13% | — | 26,136,857 | $2.5B |
| FMR LLC | 0.12% | Reduce -0.5% | 22,887,934 | $2.2B |
| Franklin Resources Inc. | 0.40% | Add +9.6% | 16,809,309 | $1.6B |
| Massachusetts Financial Services Co. | 0.51% | Reduce -4.3% | 15,595,800 | $1.5B |
| Morgan Stanley | 0.08% | Reduce -1.8% | 12,915,066 | $1.2B |
| Northern Trust Corp. | 0.13% | Add +0.0% | 9,827,426 | $948.5M |
| Ameriprise Financial Inc. | 0.21% | Reduce -0.4% | 9,435,986 | $910.5M |
| Royal Bank of Canada | 0.16% | Add +10.3% | 8,753,175 | $844.9M |
| Bank of America Corp. | 0.06% | Add +4.9% | 8,380,592 | $808.9M |
| Legal & General Group Plc | 0.18% | Reduce -6.8% | 7,848,282 | $757.5M |
| Bank of New York Mellon Corp | 0.13% | Reduce -2.3% | 7,278,616 | $702.5M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +3.2% | 7,111,271 | $686.4M |
| Vanguard Fiduciary Trust Co. | 0.15% | — | 6,197,084 | $598.1M |
| Goldman Sachs Group Inc. | 0.07% | Add +16.5% | 5,841,923 | $563.9M |
| Invesco Ltd. | 0.05% | Add +3.4% | 5,537,999 | $534.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Add +1.1% | 5,173,525 | $499.3M |
| Barclays PLC | 0.16% | Add +4.0% | 4,564,491 | $440.6M |
| Wellington Management Group LLP | 0.08% | Add +22.0% | 4,515,730 | $435.9M |
| Wells Fargo & Company | 0.08% | Add +6.1% | 4,254,837 | $410.7M |
| Pictet Asset Management Holding SA | 0.43% | Reduce -0.7% | 4,236,493 | $408.9M |
| UBS Group AG | 0.07% | Reduce -9.8% | 4,076,352 | $393.4M |
| Nuveen, LLC | 0.10% | Reduce -14.9% | 3,890,571 | $375.5M |
| Mawer Investment Management Ltd. | 2.14% | Add +93.6% | 3,421,757 | $330.3M |
| Amundi | 0.09% | Add +89.2% | 3,324,416 | $320.9M |
| Swiss National Bank | 0.18% | Add +7.2% | 3,231,400 | $311.9M |
| Raymond James Financial Inc. | 0.09% | Add +1.9% | 3,152,402 | $304.3M |
| LPL Financial LLC | 0.08% | Add +1.8% | 3,070,673 | $296.4M |
| National Pension Service | 0.21% | Reduce -0.7% | 2,878,867 | $277.9M |
| Dimensional Fund Advisors LP | 0.05% | Add +3.2% | 2,655,044 | $256.3M |
| Capital Research Global Investors | 0.04% | Add +216.8% | 2,614,540 | $252.4M |
| Citigroup Inc. | 0.16% | Add +34.9% | 2,613,850 | $252.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.16% | Add +7.1% | 2,500,709 | $241.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +7.7% | 2,445,718 | $236.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.15% | Reduce -5.7% | 2,439,489 | $235.5M |
| Vanguard Global Advisers, LLC | 0.12% | — | 2,409,631 | $232.6M |
| Soroban Capital Partners LP | 1.64% | Reduce -61.0% | 2,375,511 | $229.3M |
| Marshall Wace, LLP | 0.24% | Add +223.9% | 2,334,078 | $225.3M |
| Ensign Peak Advisors, Inc | 0.41% | Reduce -12.8% | 2,256,022 | $217.8M |
| Deutsche Bank AG | 0.07% | Reduce -23.4% | 2,117,270 | $204.4M |
| California Public Employees Retirement System | 0.12% | Reduce -26.9% | 2,098,404 | $202.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.17% | — | 2,069,243 | $199.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.96% | Reduce -5.5% | 1,955,065 | $188.7M |
| Jennison Associates LLC | 0.13% | Add +20.9% | 1,930,415 | $186.3M |
| Pinnacle Financial Partners, Inc. | 1.42% | Add +8.8% | 1,923,892 | $185.7M |
| Rhumbline Advisers | 0.16% | Reduce -1.1% | 1,922,471 | $185.6M |
| Federated Hermes, Inc. | 0.30% | Add +5.8% | 1,889,752 | $182.4M |
| HSBC Holdings PLC | 0.10% | Reduce -5.3% | 1,750,054 | $168.8M |
| Bank of Montreal | 0.07% | Reduce -13.3% | 1,721,982 | $166.2M |
| Energy Income Partners, LLC | 2.67% | Reduce -4.1% | 1,716,842 | $165.7M |
| Janus Henderson Group PLC | 0.08% | Add +2111.0% | 1,713,552 | $165.4M |
| Prudential Financial Inc. | 0.19% | Add +63.5% | 1,590,591 | $153.5M |
| Empower Advisory Group, LLC | 0.40% | Add +8.4% | 1,583,291 | $152.8M |
| HighTower Advisors, LLC | 0.16% | Reduce -2.0% | 1,515,829 | $146.3M |
| Focus Partners Wealth | 0.16% | Add +3.3% | 1,462,181 | $141.1M |
| Principal Financial Group Inc. | 0.07% | Reduce -1.6% | 1,445,765 | $139.5M |
| Confluence Investment Management LLC | 2.13% | Reduce -4.3% | 1,421,871 | $137.2M |
| Manufacturers Life Insurance Company, The | 0.12% | Add +1.0% | 1,386,221 | $133.8M |
| Capital International Investors | 0.03% | Reduce -87.7% | 1,383,809 | $133.7M |
| California State Teachers Retirement System | 0.13% | Reduce -3.0% | 1,276,908 | $123.2M |
| Adage Capital Partners Gp, L.L.C. | 0.18% | New | 1,186,900 | $114.6M |
| Squarepoint Ops LLC | 0.25% | Reduce -53.0% | 1,177,177 | $113.6M |
| Natixis Advisors, LLC | 0.15% | Add +11.0% | 1,146,471 | $110.7M |
| Russell Investments Group, Ltd. | 0.12% | Reduce -10.4% | 1,123,642 | $108.5M |
| Duff & Phelps Investment Management Co. | 1.08% | Reduce -13.3% | 1,073,294 | $103.6M |
| Vanguard Investments Australia, Ltd. | 0.30% | — | 1,070,491 | $103.3M |
| Stifel Financial Corp. | 0.09% | Reduce -0.9% | 1,055,529 | $101.9M |
| New York State Common Retirement Fund | 0.14% | No change | 1,051,575 | $101.5M |
| Capital Advisors Inc. | 1.61% | Add +3.9% | 1,039,289 | $100.3M |
| NewEdge Advisors, LLC | 0.36% | Reduce -10.8% | 1,039,273 | $100.3M |
| Zacks Investment Management | 0.80% | Reduce -0.9% | 1,037,477 | $100.1M |
| BNP Paribas Financial Markets | 0.07% | Reduce -27.6% | 1,032,812 | $99.7M |
| Truist Financial Corp. | 0.13% | Add +3.5% | 971,154 | $93.7M |
| State Board of Administration of Florida Retirement System | 0.17% | Reduce -0.4% | 960,839 | $92.7M |
| Alliancebernstein L.P. | 0.03% | Reduce -3.5% | 1,045,460 | $91.2M |
| Citadel Advisors | 0.06% | Add +128.3% | 894,897 | $86.4M |
| Commonwealth Equity Services, LLC | 0.12% | Add +0.2% | 890,580 | $86.0M |
| Qube Research & Technologies Ltd | 0.12% | Add +25.3% | 866,507 | $83.6M |
| New York State Teachers Retirement System | 0.17% | Add +10.5% | 864,770 | $83.5M |
| Korea Investment CORP | 0.17% | Reduce -8.9% | 840,022 | $81.1M |
| ExodusPoint Capital Management, LP | 0.80% | Add +44.7% | 834,955 | $80.6M |
| Cetera Investment Advisers | 0.08% | Add +4.4% | 798,489 | $77.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.19% | Add +0.5% | 794,154 | $76.7M |
| Jones Financial Companies LLLP | 0.04% | Add +322.1% | 792,024 | $75.7M |
| Welch Group, LLC | 2.84% | Add +0.5% | 782,791 | $75.6M |
| CBRE Investment Management Listed Real Assets LLC | 1.07% | Add +303.5% | 745,127 | $71.9M |
| First Trust Advisors LP | 0.05% | Reduce -9.4% | 742,958 | $71.7M |
| Macquarie Group Ltd. | 0.43% | Reduce -0.6% | 740,742 | $71.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.21% | Add +1.8% | 734,266 | $71.0M |
| Old Republic International Corp. | 2.73% | No change | 711,900 | $68.7M |
| Victory Capital Management Inc. | 0.04% | Add +4.6% | 703,486 | $67.9M |
| Cohen & Steers, Inc. | 0.12% | No change | 691,562 | $66.8M |
| Schroder Investment Management Group | 0.05% | Add +106.0% | 682,724 | $66.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.12% | Add +4.7% | 686,927 | $66.0M |
"% of holder's portfolio" is SO's weight in each manager's 13F, not the share of The Southern Co. the manager owns.