Southern Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 108.06 M | $9.42 B | 1.54% | 9.81% |
| BLACKROCK, INC. | 02/12/2026 | 88.56 M | $7.72 B | 2.01% | 8.04% |
| JPMORGAN CHASE & CO | 02/11/2026 | 61.77 M | $5.39 B | -11.53% | 5.61% |
| STATE STREET CORP | 02/13/2026 | 61.49 M | $5.36 B | 4.00% | 5.58% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 41.14 M | $3.59 B | 22.63% | 3.73% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 34.46 M | $3.00 B | 18.73% | 3.13% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 27.26 M | $2.38 B | 1.43% | 2.47% |
| FMR LLC | 02/17/2026 | 23.01 M | $2.01 B | -6.12% | 2.09% |
| BELVEDERE TRADING LLC | 02/10/2026 | 22.72 M | $1.61 B | 100.00% | 2.06% |
| BELVEDERE TRADING LLC | 02/10/2026 | 18.72 M | $1.33 B | 100.00% | 1.70% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 16.30 M | $1.42 B | -17.71% | 1.48% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 15.34 M | $1.34 B | 9.87% | 1.39% |
| MORGAN STANLEY | 02/13/2026 | 13.15 M | $1.15 B | -5.82% | 1.19% |
| NORGES BANK | 02/10/2026 | 12.75 M | $1.11 B | 100.00% | 1.16% |
| CAPITAL INTERNATIONAL INVESTORS | 02/11/2026 | 11.24 M | $980.60 M | -42.80% | 1.02% |
| NORTHERN TRUST CORP | 02/17/2026 | 9.82 M | $856.64 M | -7.08% | 0.89% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 9.47 M | $826.05 M | -3.40% | 0.86% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 8.42 M | $734.65 M | -1.26% | 0.76% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 7.99 M | $696.59 M | -7.54% | 0.72% |
| ROYAL BANK OF CANADA | 02/17/2026 | 7.93 M | $691.68 M | -24.02% | 0.72% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 7.45 M | $649.81 M | 2.29% | 0.68% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 6.89 M | $600.73 M | 1.15% | 0.63% |
| SOROBAN CAPITAL PARTNERS LP | 02/17/2026 | 6.09 M | $577.49 M | 43.38% | 0.55% |
| INVESCO LTD. | 02/19/2026 | 5.36 M | $467.12 M | 5.61% | 0.49% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 5.12 M | $446.43 M | -10.63% | 0.46% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 5.01 M | $437.04 M | -15.27% | 0.45% |
| NUVEEN, LLC | 02/12/2026 | 4.57 M | $398.83 M | 2.13% | 0.42% |
| UBS GROUP AG | 01/29/2026 | 4.52 M | $394.24 M | -9.56% | 0.41% |
| BARCLAYS PLC | 02/13/2026 | 4.39 M | $382.90 M | 26.29% | 0.40% |
| PICTET ASSET MANAGEMENT HOLDING SA | 01/29/2026 | 4.27 M | $371.94 M | 6.36% | 0.39% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 4.01 M | $349.72 M | 1.53% | 0.36% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 3.70 M | $322.74 M | 21.39% | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 3.10 M | $269.89 M | 6.55% | 0.28% |
| LPL FINANCIAL LLC | 02/11/2026 | 3.02 M | $262.92 M | 5.28% | 0.27% |
| SWISS NATIONAL BANK | 02/12/2026 | 3.01 M | $262.86 M | -4.85% | 0.27% |
| NATIONAL PENSION SERVICE | 02/10/2026 | 2.90 M | $252.91 M | 5.33% | 0.26% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2026 | 2.87 M | $250.22 M | -16.75% | 0.26% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 2.76 M | $241.02 M | 42.16% | 0.25% |
| ENSIGN PEAK ADVISORS, INC | 02/12/2026 | 2.59 M | $225.67 M | -6.47% | 0.23% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 2.59 M | $225.60 M | -4.39% | 0.23% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.57 M | $224.30 M | 1.81% | 0.23% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 2.50 M | $218.31 M | 732.57% | 0.23% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/03/2026 | 2.33 M | $203.48 M | 6.51% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 2.27 M | $198.02 M | 11.07% | 0.21% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 02/10/2026 | 2.07 M | $180.48 M | -0.39% | 0.19% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 1.99 M | $173.10 M | 3.64% | 0.18% |
| RHUMBLINE ADVISERS | 02/13/2026 | 1.94 M | $169.51 M | 0.37% | 0.18% |
| CITIGROUP INC | 02/13/2026 | 1.94 M | $168.96 M | 84.23% | 0.18% |
| ENERGY INCOME PARTNERS, LLC | 02/17/2026 | 1.79 M | $156.12 M | 40.47% | 0.16% |
| FEDERATED HERMES, INC. | 02/12/2026 | 1.79 M | $155.78 M | -8.77% | 0.16% |
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Southern Company institutional Ownership - FAQ's
During the previous two years, 3043 institutional investors and hedge funds held shares of Southern Company. The most heavily invested institutionals were:
VANGUARD GROUP INC: 108.06 M
BlackRock, Inc.: 88.56 M
JPMORGAN CHASE & CO: 61.77 M
STATE STREET CORP: 61.49 M
Capital World Investors: 41.14 M
PRICE T ROWE ASSOCIATES INC /MD/: 34.46 M
72.12% of Southern Company stock is owned by institutional investors.
Institutional investors have bought a total of 1.01 B shares in the last 24 months. This purchase volume represents approximately $91.40 B in transactions.