Southern CompanySO
Power & grid infrastructure
Institutional holders
Positions as reported by institutional investment managers at the quarter end. A manager files within 45 days of the quarter, so these lag the market.
- Reporting holders
- 2,371
- Shares held
- 838.3M
- Value
- $79.90B
- Of shares outstanding
- 72.9%
As of Jun 30, 2026
| Holder | Shares | Value | % of institutional | Change on quarter |
|---|---|---|---|---|
| BLACKROCK INC | 93.0M | $8.90B | 11.09% | ▲ 2.6M (2.9%) |
| VANGUARD CAPITAL MANAGEMENT LLC | 73.7M | $7.05B | 8.79% | ▲ 2.1M (3.0%) |
| STATE STREET CORP | 64.8M | $6.20B | 7.73% | ▲ 1.8M (2.9%) |
| CAPITAL WORLD INVESTORS | 62.5M | $5.98B | 7.46% | ▲ 6.3M (11.2%) |
| PRICE T ROWE ASSOCIATES INC | 46.4M | $4.44B | 5.54% | ▲ 10.0M (27.4%) |
| JPMORGAN CHASE CO | 32.8M | $3.17B | 3.91% | ▼ 10.6M (24.4%) |
| GEODE CAPITAL MANAGEMENT LLC | 29.3M | $2.82B | 3.50% | ▲ 960,300 (3.4%) |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27.0M | $2.59B | 3.22% | ▲ 886,800 (3.4%) |
| FMR LLC | 22.5M | $2.16B | 2.69% | ▼ 350,700 (1.5%) |
| FRANKLIN TEMPLETON INC | 16.6M | $1.59B | 1.98% | ▼ 247,400 (1.5%) |
| GOLDMAN SACHS GROUP INC | 14.6M | $1.40B | 1.74% | ▲ 8.7M (149.6%) |
| NORGES BANK | 14.4M | $1.37B | 1.71% | New position |
| MASSACHUSETTS FINANCIAL SERVICES CO | 13.8M | $1.32B | 1.65% | ▼ 1.8M (11.3%) |
| MORGAN STANLEY | 13.5M | $1.30B | 1.62% | ▲ 624,600 (4.8%) |
| NORTHERN TRUST CORP | 9.8M | $933.7M | 1.16% | ▼ 72,100 (0.7%) |
| AMERIPRISE FINANCIAL INC | 9.6M | $915.8M | 1.14% | ▲ 132,900 (1.4%) |
| ROYAL BANK OF CANADA | 8.7M | $834.7M | 1.04% | ▼ 31,700 (0.4%) |
| BANK OF AMERICA CORP | 8.4M | $803.2M | 1.00% | ▲ 11,900 (0.1%) |
| LEGAL GENERAL GROUP PLC | 7.7M | $737.3M | 0.92% | ▼ 145,300 (1.9%) |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.4M | $707.0M | 0.88% | ▲ 275,300 (3.9%) |
| BANK OF NEW YORK MELLON CORP | 7.3M | $696.6M | 0.87% | ▼ 100 (0.0%) |
| VANGUARD FIDUCIARY TRUST CO | 6.3M | $605.9M | 0.76% | ▲ 133,200 (2.1%) |
| BOSTON PARTNERS | 6.2M | $591.1M | 0.74% | New position |
| UBS AM A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 5.7M | $543.8M | 0.68% | ▲ 508,200 (9.8%) |
| INVESCO LTD | 5.6M | $533.8M | 0.67% | ▲ 39,300 (0.7%) |