Who Owns SOUTHERN CO (SO)? -- Institutional Holders (2026-06-30)

2,465 institutions reported holding $81.15B of SOUTHERN CO (SO) in SEC 13F filings for 2026-06-30. Largest institutional holders: VANGUARD GROUP INC ($10.81B), BlackRock, Inc. ($8.90B), STATE STREET CORP ($6.20B), Capital World Investors ($5.98B), PRICE T ROWE ASSOCIATES INC /MD/ ($4.44B). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1VANGUARD GROUP INC$10.81B113.0MAdded
2BlackRock, Inc.$8.90B93.0MAdded
3STATE STREET CORP$6.20B64.8MAdded
4Capital World Investors$5.98B62.5MAdded
5PRICE T ROWE ASSOCIATES INC /MD/$4.44B46.4MAdded
6JPMORGAN CHASE & CO$3.17B32.8MTrimmed
7GEODE CAPITAL MANAGEMENT, LLC$2.82B29.3MAdded
8FMR LLC$2.16B22.5MTrimmed
9FRANKLIN RESOURCES INC$1.59B16.6MTrimmed
10GOLDMAN SACHS GROUP INC$1.40B14.6MAdded
11NORGES BANK$1.37B14.4MAdded
12MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.32B13.8MTrimmed
13MORGAN STANLEY$1.30B13.5MAdded
14NORTHERN TRUST CORP$933.7M9.8MTrimmed
15AMERIPRISE FINANCIAL INC$915.8M9.6MAdded
16Royal Bank of Canada$834.7M8.7MTrimmed
17BANK OF AMERICA CORP /DE/$803.2M8.4MAdded
18Legal & General Group Plc$737.3M7.7MTrimmed
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$707.0M7.4MAdded
20Sixth Street Partners Management Company, L.P.$707.0M7.4MNew
21Bank of New York Mellon Corp$696.6M7.3MTrimmed
22Boston Partners$591.1M6.2MAdded
23UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC$543.8M5.7MAdded
24Invesco Ltd.$533.8M5.6MAdded
25WELLINGTON MANAGEMENT GROUP LLP$528.3M5.5MAdded

Source: SEC Form 13F filings · as of 2026-06-30