Southern Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 92.99 M | $8.90 B | 2.90% | 8.18% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 73.67 M | $7.05 B | 2.97% | 6.48% |
| STATE STREET CORP | 09/22/2026 | 64.81 M | $6.20 B | 2.91% | 5.77% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 62.52 M | $5.98 B | 11.16% | 5.50% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 46.42 M | $4.44 B | 27.43% | 4.08% |
| JPMORGAN CHASE & CO | 08/12/2026 | 32.78 M | $3.17 B | -24.37% | 2.88% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 29.32 M | $2.82 B | 3.39% | 2.58% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 27.02 M | $2.59 B | 3.39% | 2.38% |
| FMR LLC | 08/13/2026 | 22.54 M | $2.16 B | -1.53% | 1.98% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 16.56 M | $1.59 B | -1.47% | 1.46% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 14.58 M | $1.40 B | 149.62% | 1.28% |
| NORGES BANK | 08/12/2026 | 14.36 M | $1.37 B | 100.00% | 1.26% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 13.83 M | $1.32 B | -11.31% | 1.22% |
| MORGAN STANLEY | 08/13/2026 | 13.54 M | $1.30 B | 4.84% | 1.19% |
| NORTHERN TRUST CORP | 08/13/2026 | 9.76 M | $933.68 M | -0.73% | 0.86% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 9.57 M | $915.77 M | 1.41% | 0.84% |
| ROYAL BANK OF CANADA | 08/14/2026 | 8.72 M | $834.73 M | -0.36% | 0.77% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 8.39 M | $803.25 M | 0.14% | 0.74% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 7.70 M | $737.26 M | -1.85% | 0.68% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 7.39 M | $706.97 M | 3.87% | 0.65% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 7.39 M | $706.97 M | 100.00% | 0.65% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 7.28 M | $696.62 M | 0.00% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 6.33 M | $605.87 M | 2.15% | 0.56% |
| BOSTON PARTNERS | 08/04/2026 | 6.17 M | $591.05 M | 15,069.09% | 0.54% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 5.68 M | $543.79 M | 9.82% | 0.50% |
| INVESCO LTD. | 08/14/2026 | 5.58 M | $533.80 M | 0.71% | 0.49% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 5.52 M | $528.26 M | 22.23% | 0.49% |
| AMUNDI | 08/11/2026 | 4.45 M | $425.71 M | 33.79% | 0.39% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 4.31 M | $412.20 M | 1.22% | 0.38% |
| LUMINARX CAPITAL MANAGEMENT LP | 08/14/2026 | 4.00 M | $4.18 M | 100.00% | 0.35% |
| NUVEEN, LLC | 08/11/2026 | 3.97 M | $379.71 M | 1.97% | 0.35% |
| PICTET ASSET MANAGEMENT HOLDING SA | 07/30/2026 | 3.77 M | $360.47 M | -11.10% | 0.33% |
| UBS GROUP AG | 08/13/2026 | 3.70 M | $354.34 M | -9.18% | 0.33% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 3.31 M | $316.44 M | 4.88% | 0.29% |
| LPL FINANCIAL LLC | 08/07/2026 | 3.20 M | $306.59 M | 4.32% | 0.28% |
| SWISS NATIONAL BANK | 08/11/2026 | 3.18 M | $304.32 M | -1.60% | 0.28% |
| MAWER INVESTMENT MANAGEMENT LTD. | 08/07/2026 | 3.02 M | $289.36 M | -11.64% | 0.27% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 2.96 M | $282.83 M | 39.57% | 0.26% |
| NATIONAL PENSION SERVICE | 08/13/2026 | 2.93 M | $280.72 M | 1.88% | 0.26% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 2.86 M | $273.80 M | 66.13% | 0.25% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 08/13/2026 | 2.86 M | $273.39 M | 4,030.31% | 0.25% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 08/07/2026 | 2.77 M | $264.83 M | 10.65% | 0.24% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 2.75 M | $263.61 M | 3.72% | 0.24% |
| BARCLAYS PLC | 08/14/2026 | 2.70 M | $258.53 M | -40.82% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 2.51 M | $240.52 M | 2.75% | 0.22% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 2.49 M | $238.55 M | 2.17% | 0.22% |
| CITIGROUP INC | 08/03/2026 | 2.46 M | $235.90 M | -5.70% | 0.22% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 2.43 M | $233.03 M | 1.04% | 0.21% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 2.43 M | $232.75 M | 227.32% | 0.21% |
| VANGUARD ASSET MANAGEMENT, LTD | 08/13/2026 | 2.39 M | $229.00 M | 15.63% | 0.21% |
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Southern Company institutional Ownership - FAQ's
During the previous two years, 3350 institutional investors and hedge funds held shares of Southern Company. The most heavily invested institutionals were:
CONFLUENCE INVESTMENT MANAGEMENT LLC: 1.32 M
Farther Finance Advisors, LLC: 139,101
ROCKLAND TRUST CO: 106,879
MASSMUTUAL TRUST CO FSB/ADV: 67,401
EASTERN BANK: 51,165
Stonebridge Financial Group, LLC: 40,080
74.38% of Southern Company stock is owned by institutional investors.
Institutional investors have bought a total of 1.18 B shares in the last 24 months. This purchase volume represents approximately $114.74 B in transactions.