The Southern Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/11/2025 | 102.79 M | $8.46 B | 0.68% | 9.37% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 83.74 M | $6.89 B | 4.04% | 7.63% |
| JPMORGAN CHASE & CO | 02/12/2025 | 55.81 M | $4.59 B | 1.98% | 5.09% |
| FMR LLC | 02/13/2025 | 28.22 M | $2.32 B | -3.95% | 2.57% |
| CAPITAL INTERNATIONAL INVESTORS | 02/13/2025 | 27.24 M | $2.24 B | -4.51% | 2.48% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 25.05 M | $2.06 B | 2.16% | 2.28% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 21.92 M | $1.80 B | -12.90% | 2.00% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 15.88 M | $1.31 B | -11.92% | 1.45% |
| GQG PARTNERS LLC | 02/11/2025 | 14.80 M | $1.22 B | -10.59% | 1.35% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 14.10 M | $1.16 B | -0.36% | 1.29% |
| NORGES BANK | 02/12/2025 | 10.30 M | $848.02 M | 100.00% | 0.94% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 9.27 M | $763.08 M | -2.39% | 0.85% |
| ROYAL BANK OF CANADA | 02/14/2025 | 8.48 M | $697.74 M | 14.46% | 0.77% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 8.43 M | $693.77 M | 11.42% | 0.77% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 8.31 M | $683.92 M | -15.94% | 0.76% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 7.63 M | $628.40 M | 9.35% | 0.70% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 6.60 M | $543.29 M | 3.03% | 0.60% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 5.49 M | $451.90 M | -11.43% | 0.50% |
| UBS GROUP AG | 02/14/2025 | 5.37 M | $441.65 M | 12.91% | 0.49% |
| INVESCO LTD. | 02/13/2025 | 5.33 M | $438.38 M | 16.32% | 0.49% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 5.21 M | $428.79 M | 23.17% | 0.47% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2025 | 5.01 M | $412.26 M | -0.63% | 0.46% |
| MARSHALL WACE, LLP | 02/13/2025 | 4.32 M | $355.86 M | 325.74% | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 3.83 M | $315.29 M | 100.00% | 0.35% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 3.68 M | $303.20 M | -0.11% | 0.34% |
| SWISS NATIONAL BANK | 02/10/2025 | 3.09 M | $254.55 M | -4.72% | 0.28% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 2.98 M | $245.66 M | -1.40% | 0.27% |
| ENSIGN PEAK ADVISORS, INC | 02/14/2025 | 2.93 M | $241.08 M | -4.84% | 0.27% |
| FEDERATED HERMES, INC. | 02/13/2025 | 2.93 M | $240.83 M | -0.92% | 0.27% |
| AMUNDI | 02/07/2025 | 2.78 M | $230.81 M | 11.38% | 0.25% |
| PICTET ASSET MANAGEMENT HOLDING SA | 02/12/2025 | 2.68 M | $220.60 M | -8.30% | 0.24% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 2.63 M | $216.90 M | 430.09% | 0.24% |
| NATIONAL PENSION SERVICE | 02/05/2025 | 2.60 M | $214.04 M | 7.40% | 0.24% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 2.59 M | $213.60 M | -0.96% | 0.24% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 2.44 M | $200.94 M | 2.71% | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 2.44 M | $200.83 M | 3.06% | 0.22% |
| BANK OF MONTREAL /CAN/ | 02/13/2025 | 2.15 M | $177.28 M | 2.83% | 0.20% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 02/11/2025 | 2.08 M | $170.86 M | -0.38% | 0.19% |
| RHUMBLINE ADVISERS | 01/30/2025 | 2.05 M | $168.36 M | -1.05% | 0.19% |
| HSBC HOLDINGS PLC | 02/14/2025 | 1.98 M | $162.79 M | 0.02% | 0.18% |
| DEUTSCHE BANK AG\ | 02/14/2025 | 1.88 M | $154.45 M | -3.41% | 0.17% |
| BARCLAYS PLC | 02/13/2025 | 1.80 M | $148.16 M | -21.97% | 0.16% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/12/2025 | 1.72 M | $141.26 M | 6.50% | 0.16% |
| BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 1.71 M | $140.42 M | 25.95% | 0.16% |
| SYNOVUS FINANCIAL CORP | 02/13/2025 | 1.70 M | $140.01 M | -44.74% | 0.16% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/02/2025 | 1.65 M | $135.70 M | -1.45% | 0.15% |
| JENNISON ASSOCIATES LLC | 01/24/2025 | 1.54 M | $126.65 M | -1.51% | 0.14% |
| HIGHTOWER ADVISORS, LLC | 02/07/2025 | 1.50 M | $123.87 M | 44.78% | 0.14% |
| CITIGROUP INC | 02/12/2025 | 1.49 M | $122.84 M | 50.74% | 0.14% |
| EMPOWER ADVISORY GROUP, LLC | 01/31/2025 | 1.40 M | $115.38 M | 2.61% | 0.13% |
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The Southern Company institutional Ownership - FAQ's
During the previous two years, 2714 institutional investors and hedge funds held shares of The Southern Company. The most heavily invested institutionals were:
VANGUARD GROUP INC: 102.79 M
BlackRock Funding, Inc. /DE: 83.74 M
JPMORGAN CHASE & CO: 55.81 M
FMR LLC: 28.22 M
Capital International Investors: 27.24 M
GEODE CAPITAL MANAGEMENT, LLC: 25.05 M
67.89% of The Southern Company stock is owned by institutional investors.
Institutional investors have bought a total of 893.89 M shares in the last 24 months. This purchase volume represents approximately $72.37 B in transactions.