Latest Period
Q1 2026
Security Snapshot
SOUTHERN CO - Common Stock (SO) Institutional Ownership
CUSIP: 842587107
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
2,332
Shares (Excl. Options)
788,495,706
Price
$96.52
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- Security type / class
- Equity / Common Stock
- Symbol
- SO on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 788,495,706
- Total 13F value
- $76,112,937,765
- Portfolio coverage rank
- 0.05%
- Share change
- -8,293,865
- Value change
- -$675,890,255
- Number of holders
- 2,332
- Shares outstanding
- 1,125,393,143
- SEC-reported price per share
- $93.14
- Insider filing price
- $93.14
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SO - SOUTHERN CO - Common Stock is tracked under CUSIP 842587107.
- 2332 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 2,254 to 2,332 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $69,509,467,448 to $76,112,937,765.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 2332 institutions filings for Q1 2026.
Security key
842587107
Latest holder period
Q1 2026
13F holders
2,332
13D/G owners
3
CIK / CUSIP context first
Open Q1 2026 holders
SO full holder history
SOUTHERN CO SEC filings
SOUTHERN CO company facts
SOUTHERN CO insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 842587107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
SO
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 7.4% | $8,025,212,926 | 83,145,596 | Vanguard Capital Management | 31 Mar 2026 | |||
| Capital World Investors | 5.6% | $6,101,791,589 | 63,022,016 | Capital World Investors | 31 Mar 2026 | |||
| JPMORGAN CHASE & CO | 3.7% | -42% | $3,823,115,549 | -$2,510,416,855 | 41,304,187 | -40% | JPMORGAN CHASE & CO. | 27 Feb 2026 |
As of 31 Mar 2026, 2,332 institutional investors reported holding 788,495,706 shares of SOUTHERN CO - Common Stock (SO). This represents 70% of the company’s total 1,125,393,143 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
51%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8% | 90,368,703 | +2% | 0.15% | $8,722,387,162 |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.4% | 71,539,145 | 0% | 0.17% | $6,904,958,276 |
| STATE STREET CORP | 5.6% | 62,980,088 | +2.4% | 0.21% | $6,078,838,094 |
| Capital World Investors | 5% | 56,239,873 | +37% | 0.74% | $5,428,272,542 |
| JPMORGAN CHASE & CO | 3.9% | 43,337,750 | -30% | 0.29% | $4,200,728,324 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3.2% | 36,425,526 | +5.7% | 0.41% | $3,515,793,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 28,355,049 | +4% | 0.17% | $2,751,206,618 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.3% | 26,136,857 | 0% | 0.13% | $2,522,729,438 |
| FMR LLC | 2% | 22,887,934 | -0.52% | 0.12% | $2,209,143,439 |
| FRANKLIN RESOURCES INC | 1.5% | 16,809,309 | +9.6% | 0.4% | $1,622,434,519 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.4% | 15,595,800 | -4.3% | 0.53% | $1,504,329,753 |
| MORGAN STANLEY | 1.1% | 12,915,066 | -1.8% | 0.08% | $1,246,562,483 |
| NORTHERN TRUST CORP | 0.87% | 9,827,426 | +0.04% | 0.13% | $948,543,157 |
| AMERIPRISE FINANCIAL INC | 0.84% | 9,435,986 | -0.39% | 0.21% | $910,453,128 |
| ROYAL BANK OF CANADA | 0.78% | 8,753,175 | +10% | 0.16% | $844,857,000 |
| BANK OF AMERICA CORP /DE/ | 0.74% | 8,380,592 | +4.9% | 0.06% | $808,894,778 |
| Legal & General Group Plc | 0.7% | 7,848,282 | -6.8% | 0.18% | $757,516,183 |
| Bank of New York Mellon Corp | 0.65% | 7,278,616 | -2.3% | 0.13% | $702,531,965 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.63% | 7,111,271 | +3.2% | 0.1% | $686,379,897 |
| VANGUARD FIDUCIARY TRUST CO | 0.55% | 6,197,084 | 0% | 0.15% | $598,142,548 |
| GOLDMAN SACHS GROUP INC | 0.52% | 5,841,923 | +17% | 0.07% | $563,862,380 |
| Invesco Ltd. | 0.49% | 5,537,999 | +3.4% | 0.08% | $534,527,657 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.46% | 5,173,525 | +1.1% | 0.1% | $499,348,634 |
| BARCLAYS PLC | 0.41% | 4,564,491 | +3.9% | 0.16% | $440,564,672 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.4% | 4,515,730 | +22% | 0.08% | $435,858,259 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 788,495,706 | $76,112,937,765 | -$675,890,255 | $96.52 | 2,332 |
| 2025 Q4 | 796,636,704 | $69,509,467,448 | +$771,118,583 | $87.20 | 2,254 |
| 2025 Q3 | 786,652,059 | $74,534,020,822 | +$1,465,988,999 | $94.77 | 2,206 |
| 2025 Q2 | 770,908,811 | $70,764,135,196 | +$3,006,106,343 | $91.83 | 2,162 |
| 2025 Q1 | 739,769,381 | $68,002,407,870 | -$421,463,443 | $91.95 | 2,184 |
| 2024 Q4 | 746,489,816 | $61,447,714,668 | +$240,634,522 | $82.32 | 2,103 |
| 2024 Q3 | 740,893,215 | $66,801,381,715 | +$645,839,072 | $90.18 | 1,993 |
| 2024 Q2 | 732,254,642 | $56,804,227,582 | +$1,744,302,640 | $77.57 | 1,875 |
| 2024 Q1 | 711,002,173 | $51,001,137,668 | +$704,821,018 | $71.74 | 1,814 |
| 2023 Q4 | 700,774,229 | $49,147,519,498 | +$439,604,173 | $70.12 | 1,831 |
| 2023 Q3 | 692,843,381 | $44,858,644,754 | -$171,429,975 | $64.72 | 1,700 |
| 2023 Q2 | 693,778,408 | $48,724,212,932 | -$510,592,103 | $70.25 | 1,716 |
| 2023 Q1 | 700,923,091 | $48,766,363,367 | +$987,998,749 | $69.58 | 1,691 |
| 2022 Q4 | 687,700,184 | $49,108,441,378 | +$707,880,604 | $71.41 | 1,720 |
| 2022 Q3 | 677,334,644 | $46,071,566,485 | +$1,208,338,057 | $68.00 | 1,645 |
| 2022 Q2 | 661,083,348 | $47,133,763,192 | +$707,092,384 | $71.31 | 1,665 |
| 2022 Q1 | 652,659,769 | $47,299,328,314 | +$886,065,865 | $72.51 | 1,686 |
| 2021 Q4 | 640,600,239 | $43,893,333,424 | +$448,319,208 | $68.58 | 1,636 |
| 2021 Q3 | 631,212,643 | $39,089,482,192 | -$10,730,874 | $61.97 | 1,479 |
| 2021 Q2 | 632,427,566 | $38,244,587,555 | +$53,841,560 | $60.51 | 1,494 |
| 2021 Q1 | 631,291,622 | $39,209,778,863 | +$666,759,944 | $62.16 | 1,475 |
| 2020 Q4 | 621,137,426 | $38,107,815,012 | +$433,623,331 | $61.43 | 1,484 |
| 2020 Q3 | 614,502,567 | $33,296,636,903 | +$26,006,352 | $54.22 | 1,355 |
| 2020 Q2 | 612,617,070 | $31,853,484,423 | -$798,443,557 | $51.85 | 1,361 |
| 2020 Q1 | 627,728,182 | $33,993,656,048 | -$157,734,220 | $54.14 | 1,359 |