Southern Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 90.37 M | $8.72 B | 2.04% | 8.19% |
| 05/15/2026 | 71.54 M | $6.90 B | 100.00% | 6.49% | |
| STATE STREET CORP | 05/15/2026 | 62.98 M | $6.08 B | 2.42% | 5.71% |
| CAPITAL WORLD INVESTORS | 05/13/2026 | 56.24 M | $5.43 B | 36.70% | 5.10% |
| JPMORGAN CHASE & CO | 05/13/2026 | 43.34 M | $4.20 B | -29.84% | 3.93% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 36.43 M | $3.52 B | 5.71% | 3.30% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 28.36 M | $2.75 B | 4.02% | 2.57% |
| 05/08/2026 | 26.14 M | $2.52 B | 100.00% | 2.37% | |
| FMR LLC | 05/15/2026 | 22.89 M | $2.21 B | -0.52% | 2.08% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 16.81 M | $1.62 B | 9.57% | 1.52% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 15.60 M | $1.50 B | -4.33% | 1.41% |
| MORGAN STANLEY | 05/15/2026 | 12.92 M | $1.25 B | -1.77% | 1.17% |
| NORTHERN TRUST CORP | 05/14/2026 | 9.83 M | $948.54 M | 0.04% | 0.89% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 9.44 M | $910.45 M | -0.39% | 0.86% |
| ROYAL BANK OF CANADA | 05/15/2026 | 8.75 M | $844.86 M | 10.35% | 0.79% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 8.38 M | $808.89 M | 4.91% | 0.76% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 7.85 M | $757.52 M | -6.84% | 0.71% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 7.28 M | $702.53 M | -2.33% | 0.66% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 7.11 M | $686.38 M | 3.22% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 6.20 M | $598.14 M | 100.00% | 0.56% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 5.84 M | $563.86 M | 16.52% | 0.53% |
| INVESCO LTD. | 05/12/2026 | 5.54 M | $534.53 M | 3.38% | 0.50% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 5.17 M | $499.35 M | 1.05% | 0.47% |
| BARCLAYS PLC | 05/15/2026 | 4.56 M | $440.56 M | 3.95% | 0.41% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 4.52 M | $435.86 M | 22.01% | 0.41% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 4.25 M | $410.68 M | 6.09% | 0.39% |
| PICTET ASSET MANAGEMENT HOLDING SA | 04/22/2026 | 4.24 M | $408.91 M | -0.68% | 0.38% |
| UBS GROUP AG | 05/05/2026 | 4.08 M | $393.45 M | -9.84% | 0.37% |
| NUVEEN, LLC | 04/30/2026 | 3.89 M | $375.52 M | -14.94% | 0.35% |
| MAWER INVESTMENT MANAGEMENT LTD. | 05/06/2026 | 3.42 M | $330.27 M | 93.56% | 0.31% |
| AMUNDI | 05/18/2026 | 3.32 M | $320.87 M | 89.23% | 0.30% |
| SWISS NATIONAL BANK | 05/07/2026 | 3.23 M | $311.89 M | 7.20% | 0.29% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 3.15 M | $304.27 M | 1.85% | 0.29% |
| LPL FINANCIAL LLC | 05/06/2026 | 3.07 M | $296.38 M | 1.84% | 0.28% |
| NATIONAL PENSION SERVICE | 05/12/2026 | 2.88 M | $277.87 M | -0.74% | 0.26% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 2.66 M | $256.28 M | 3.22% | 0.24% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 05/13/2026 | 2.61 M | $252.36 M | 216.85% | 0.24% |
| CITIGROUP INC | 05/11/2026 | 2.61 M | $252.29 M | 34.90% | 0.24% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 05/12/2026 | 2.50 M | $241.37 M | 7.14% | 0.23% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 2.45 M | $236.06 M | 7.70% | 0.22% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 2.44 M | $235.46 M | -5.71% | 0.22% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 2.41 M | $232.58 M | 100.00% | 0.22% |
| SOROBAN CAPITAL PARTNERS LP | 05/15/2026 | 2.38 M | $229.28 M | -61.02% | 0.22% |
| MARSHALL WACE, LLP | 05/15/2026 | 2.33 M | $225.29 M | 223.94% | 0.21% |
| ENSIGN PEAK ADVISORS, INC | 05/13/2026 | 2.26 M | $217.75 M | -12.83% | 0.20% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 2.12 M | $204.36 M | -23.40% | 0.19% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 05/06/2026 | 2.10 M | $202.54 M | -26.87% | 0.19% |
| VANGUARD ASSET MANAGEMENT, LTD | 05/08/2026 | 2.07 M | $199.72 M | 100.00% | 0.19% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 05/01/2026 | 1.96 M | $188.70 M | -5.54% | 0.18% |
| JENNISON ASSOCIATES LLC | 05/06/2026 | 1.93 M | $186.32 M | 20.93% | 0.18% |
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Southern Company institutional Ownership - FAQ's
During the previous two years, 3077 institutional investors and hedge funds held shares of Southern Company. The most heavily invested institutionals were:
BlackRock, Inc.: 90.37 M
STATE STREET CORP: 62.98 M
Capital World Investors: 56.24 M
JPMORGAN CHASE & CO: 43.34 M
PRICE T ROWE ASSOCIATES INC /MD/: 36.43 M
GEODE CAPITAL MANAGEMENT, LLC: 28.36 M
71.54% of Southern Company stock is owned by institutional investors.
Institutional investors have bought a total of 1.03 B shares in the last 24 months. This purchase volume represents approximately $100.14 B in transactions.