Security Snapshot

SOUTHERN CO - Common Stock (SO) Institutional Ownership

CUSIP: 842587107

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

2,371

Shares (Excl. Options)

834.35MFull value: 834,345,531 · shares · 30 Jun 2026

Price

$95.71

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Common Stock
Symbol
SO on NYSE
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
834,345,531
Latest holder snapshot 5 signals
Total 13F value
$79,895,998,158
Portfolio coverage rank
0.05%
Share change
+44,461,747
Value change
+$4,237,881,628
Number of holders
2,371
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
1,125,393,143
SEC-reported price per share
$82.89
Insider filing price
$82.89
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • SO - SOUTHERN CO - Common Stock is tracked under CUSIP 842587107.
  • 2371 institutions reported positions in Q2 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 2,363 to 2,371 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $76.21BFull value: $76,212,793,925 · USD · 31 Mar 2026
    to
    $79.9BFull value: $79,895,998,158 · USD · 30 Jun 2026
    .

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

Latest holder context comes from 2371 institutions filings for Q2 2026.

Open SEC evidence

Security key

842587107

13F reference period

Q2 2026

13F holders

2,371

13D/G owners

3

CIK / CUSIP context first

Open Q2 2026 holders SO full holder history SOUTHERN CO SEC filings SOUTHERN CO company facts SOUTHERN CO insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

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 30 Jun 2026, 2,371 institutional investors reported holding
834.35MFull value: 834,345,531 · shares · 30 Jun 2026
shares of SOUTHERN CO - Common Stock (SO). This represents 74% of the company’s total
1.13BFull value: 1,125,393,143 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
54%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 8.3% 92,990,716 +2.9% 0.13% $8,900,141,450
VANGUARD CAPITAL MANAGEMENT LLC 6.5% 73,665,124 +3% 0.15% $7,050,489,019
STATE STREET CORP 5.8% 64,809,708 +2.9% 0.18% $6,202,937,153
Capital World Investors 5.6% 62,518,698 +11% 0.71% $5,984,032,125
PRICE T ROWE ASSOCIATES INC /MD/ 4.1% 46,415,904 +27% 0.44% $4,442,468,000
JPMORGAN CHASE & CO 2.9% 32,778,201 -24% 0.19% $3,171,291,181
GEODE CAPITAL MANAGEMENT, LLC 2.6% 29,315,285 +3.4% 0.15% $2,824,465,603
VANGUARD PORTFOLIO MANAGEMENT LLC 2.4% 27,023,691 +3.4% 0.12% $2,586,437,465
FMR LLC 2% 22,537,244 -1.5% 0.09% $2,157,039,692
FRANKLIN RESOURCES INC 1.5% 16,561,908 -1.5% 0.34% $1,585,140,204
GOLDMAN SACHS GROUP INC 1.3% 14,582,492 +150% 0.15% $1,395,690,332
NORGES BANK 1.3% 14,358,862 0.14% $1,374,286,682
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.2% 13,831,354 -11% 0.45% $1,319,807,001
MORGAN STANLEY 1.2% 13,539,685 +4.8% 0.07% $1,295,883,513
NORTHERN TRUST CORP 0.87% 9,755,332 -0.73% 0.11% $933,682,824
AMERIPRISE FINANCIAL INC 0.85% 9,568,912 +1.4% 0.19% $915,766,893
ROYAL BANK OF CANADA 0.77% 8,721,450 -0.36% 0.14% $834,729,000
BANK OF AMERICA CORP /DE/ 0.75% 8,392,512 +0.14% 0.05% $803,247,357
Legal & General Group Plc 0.68% 7,703,017 -1.9% 0.15% $737,255,759
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.66% 7,386,604 +3.9% 0.09% $706,971,869
Bank of New York Mellon Corp 0.65% 7,278,460 -0% 0.11% $696,621,397
VANGUARD FIDUCIARY TRUST CO 0.56% 6,330,286 +2.1% 0.13% $605,871,673
Boston Partners 0.55% 6,174,426 +15069% 0.53% $591,051,309
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.5% 5,681,674 +9.8% 0.1% $543,793,018
Invesco Ltd. 0.5% 5,577,317 +0.71% 0.04% $533,804,994

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 24,925,341 $2,069,819,226 +$168,764,707 $82.89 798
2026 Q2 834,345,531 $79,895,998,158 +$4,237,881,628 $95.71 2,371
2026 Q1 789,532,749 $76,212,793,925 -$647,917,490 $96.52 2,363
2025 Q4 797,009,283 $69,541,956,429 +$771,118,583 $87.20 2,257
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
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