SOUTHERN CO - Common Stock, par value $5 per share (SO) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, par value $5 per share
Symbol
SO on NYSE
Shares outstanding
1,103,648,968
Price per share
$87.20
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
786,297,391
Total reported value
$74,500,777,277
% of total 13F portfolios
0.06%
Share change
+14,869,938
Value change
+$1,459,025,094
Number of holders
2,196
Price from insider filings
$87.20
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SOUTHERN CO - Common Stock, par value $5 per share (SO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
JPMORGAN CHASE & CO 6.2% +22% $6,283,581,252 +$1,150,790,052 68,426,236 +22% JPMORGAN CHASE & CO. 30 Jun 2025

As of 30 Sep 2025, 2,196 institutional investors reported holding 786,297,391 shares of SOUTHERN CO - Common Stock, par value $5 per share (SO). This represents 71% of the company’s total 1,103,648,968 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SOUTHERN CO - Common Stock, par value $5 per share (SO) together control 54% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 9.6% 106,414,323 +0.48% 0.15% $10,084,885,391
BlackRock, Inc. 7.9% 86,817,041 -0.41% 0.14% $8,227,650,909
JPMORGAN CHASE & CO 6.3% 69,819,768 +1.2% 0.42% $6,616,819,606
STATE STREET CORP 5.4% 59,124,923 +0.01% 0.19% $5,603,268,953
Capital World Investors 3% 33,548,852 +320% 0.43% $3,179,424,704
PRICE T ROWE ASSOCIATES INC /MD/ 2.6% 29,023,250 +66% 0.29% $2,750,536,000
GEODE CAPITAL MANAGEMENT, LLC 2.4% 26,874,265 +3.3% 0.16% $2,548,592,421
FMR LLC 2.2% 24,505,290 -0.95% 0.12% $2,322,366,383
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.8% 19,810,199 -2.6% 0.58% $1,877,412,561
Capital International Investors 1.8% 19,656,303 -24% 0.3% $1,862,566,203
FRANKLIN RESOURCES INC 1.3% 13,963,021 -0.38% 0.33% $1,323,275,487
MORGAN STANLEY 1.3% 13,960,682 +8.5% 0.08% $1,323,054,077
NORTHERN TRUST CORP 0.96% 10,572,493 -0.13% 0.13% $1,001,955,162
ROYAL BANK OF CANADA 0.95% 10,440,019 +12% 0.18% $989,401,000
AMERIPRISE FINANCIAL INC 0.89% 9,806,272 +0.55% 0.21% $929,354,137
BANK OF AMERICA CORP /DE/ 0.78% 8,639,357 +3.2% 0.06% $818,751,853
Legal & General Group Plc 0.77% 8,532,530 +3.5% 0.18% $808,627,862
Bank of New York Mellon Corp 0.66% 7,284,822 +2% 0.12% $690,382,515
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.62% 6,810,581 +0.62% 0.1% $645,438,761
GOLDMAN SACHS GROUP INC 0.54% 5,915,170 -18% 0.08% $560,580,605
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 0.52% 5,728,293 -11% 0.12% $542,870,327
Invesco Ltd. 0.46% 5,072,192 -0.54% 0.08% $480,691,619
UBS Group AG 0.45% 4,998,991 +20% 0.09% $473,754,377
Nuveen, LLC 0.41% 4,478,199 -13% 0.11% $424,398,919
Soroban Capital Partners LP 0.39% 4,250,074 +3.7% 3.3% $402,779,513

Institutional Holders of SOUTHERN CO - Common Stock, par value $5 per share (SO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 31,546,226 $2,749,461,298 -$348,790,097 $87.20 491
2025 Q3 786,297,391 $74,500,777,277 +$1,459,025,094 $94.77 2,196
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
2019 Q4 630,480,357 $40,121,238,208 +$434,325,917 $63.70 1,432
2019 Q3 622,722,248 $38,448,206,920 +$691,584,295 $61.77 1,310
2019 Q2 612,254,931 $33,829,050,273 +$1,106,894,516 $55.28 1,263
2019 Q1 596,175,819 $30,801,416,242 +$490,681,179 $51.68 1,259
2018 Q4 587,441,988 $25,800,036,866 -$69,143,891 $43.92 1,205
2018 Q3 588,538,928 $25,654,007,998 +$49,992,177 $43.60 1,176
2018 Q2 587,883,871 $27,218,922,935 +$338,511,704 $46.31 1,175
2018 Q1 579,930,643 $25,893,424,933 +$453,111,797 $44.66 1,187
2017 Q4 570,621,017 $27,419,827,789 +$1,119,566,790 $48.09 1,231
2017 Q3 544,547,785 $26,758,609,661 +$234,370,838 $49.14 1,154
2017 Q2 540,207,777 $25,874,904,103 +$65,977,095 $47.88 1,164
2017 Q1 542,784,247 $27,019,477,712 +$3,762,150,637 $49.78 1,191
2016 Q4 525,362,854 $25,829,369,555 +$518,856,637 $49.19 1,170
2016 Q3 513,322,433 $26,310,076,249 +$1,615,459,811 $51.30 1,131
2016 Q2 481,753,745 $25,816,084,868 +$1,099,691,690 $53.63 1,141
2016 Q1 461,287,835 $23,829,495,299 +$408,226,697 $51.73 1,115
2015 Q4 453,936,612 $21,241,114,816 -$206,380,457 $46.79 1,053
2015 Q3 455,549,982 $20,359,048,067 -$226,981,932 $44.70 995
2015 Q2 461,882,039 $19,354,028,369 +$433,182,113 $41.90 981
2015 Q1 451,410,443 $20,008,439,482 -$643,954,969 $44.28 1,022
2014 Q4 465,963,162 $22,895,239,785 +$733,252,060 $49.11 1,031
2014 Q3 450,759,191 $19,675,041,685 +$169,816,522 $43.65 916
2014 Q2 446,902,805 $20,278,567,860 +$606,672,170 $45.38 947
2014 Q1 434,422,742 $19,089,572,104 +$599,762,808 $43.94 904