The Southern Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 106.41 M | $10.08 B | 0.48% | 9.67% |
| BLACKROCK, INC. | 11/12/2025 | 86.82 M | $8.23 B | -0.41% | 7.89% |
| JPMORGAN CHASE & CO | 11/26/2025 | 69.82 M | $6.62 B | 1.24% | 6.35% |
| STATE STREET CORP | 11/14/2025 | 59.12 M | $5.60 B | 0.01% | 5.38% |
| CAPITAL WORLD INVESTORS | 11/13/2025 | 33.55 M | $3.18 B | 320.34% | 3.05% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 29.02 M | $2.75 B | 65.60% | 2.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 26.87 M | $2.55 B | 3.34% | 2.44% |
| FMR LLC | 11/13/2025 | 24.51 M | $2.32 B | -0.95% | 2.23% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 19.81 M | $1.88 B | -2.57% | 1.80% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2025 | 19.66 M | $1.86 B | -24.08% | 1.79% |
| LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 11/14/2025 | 14.76 M | $16.67 M | 100.00% | 1.34% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 13.96 M | $1.32 B | -0.38% | 1.27% |
| MORGAN STANLEY | 11/14/2025 | 13.96 M | $1.32 B | 8.55% | 1.27% |
| NORTHERN TRUST CORP | 11/14/2025 | 10.57 M | $1.00 B | -0.13% | 0.96% |
| ROYAL BANK OF CANADA | 11/14/2025 | 10.44 M | $989.40 M | 11.64% | 0.95% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 9.81 M | $929.35 M | 0.55% | 0.89% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 8.64 M | $818.75 M | 3.23% | 0.79% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 8.53 M | $808.63 M | 3.46% | 0.78% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 7.28 M | $690.38 M | 1.97% | 0.66% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 6.81 M | $645.44 M | 0.62% | 0.62% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 5.92 M | $560.58 M | -18.28% | 0.54% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 5.73 M | $542.87 M | -11.06% | 0.52% |
| INVESCO LTD. | 11/13/2025 | 5.07 M | $480.69 M | -0.54% | 0.46% |
| UBS GROUP AG | 11/13/2025 | 5.00 M | $473.75 M | 19.83% | 0.45% |
| NUVEEN, LLC | 11/12/2025 | 4.48 M | $424.40 M | -12.95% | 0.41% |
| SOROBAN CAPITAL PARTNERS LP | 11/14/2025 | 4.25 M | $402.78 M | 3.73% | 0.39% |
| PICTET ASSET MANAGEMENT HOLDING SA | 11/18/2025 | 4.01 M | $380.04 M | 0.84% | 0.36% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 3.95 M | $374.36 M | 2.92% | 0.36% |
| BARCLAYS PLC | 11/12/2025 | 3.48 M | $329.50 M | 25.75% | 0.32% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/14/2025 | 3.45 M | $326.68 M | -17.88% | 0.31% |
| SWISS NATIONAL BANK | 11/13/2025 | 3.17 M | $300.24 M | -4.58% | 0.29% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 3.05 M | $288.94 M | -0.05% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 2.90 M | $275.28 M | 1.92% | 0.26% |
| LPL FINANCIAL LLC | 11/12/2025 | 2.86 M | $271.42 M | 15.96% | 0.26% |
| ENSIGN PEAK ADVISORS, INC | 11/13/2025 | 2.77 M | $262.24 M | -8.01% | 0.25% |
| NATIONAL PENSION SERVICE | 11/04/2025 | 2.75 M | $260.97 M | 1.75% | 0.25% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 2.71 M | $256.44 M | 2.07% | 0.25% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.53 M | $239.40 M | 1.03% | 0.23% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/12/2025 | 2.19 M | $207.67 M | 3.80% | 0.20% |
| AMUNDI | 11/14/2025 | 2.17 M | $207.63 M | -7.10% | 0.20% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 11/12/2025 | 2.08 M | $196.91 M | -2.02% | 0.19% |
| MARSHALL WACE, LLP | 11/13/2025 | 2.05 M | $194.35 M | -32.12% | 0.19% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 2.04 M | $193.75 M | -17.42% | 0.19% |
| FEDERATED HERMES, INC. | 11/03/2025 | 1.96 M | $185.57 M | -16.45% | 0.18% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 1.94 M | $184.26 M | 0.61% | 0.18% |
| RHUMBLINE ADVISERS | 11/06/2025 | 1.94 M | $183.54 M | 0.72% | 0.18% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 1.92 M | $181.51 M | 13.87% | 0.17% |
| HSBC HOLDINGS PLC | 11/13/2025 | 1.81 M | $171.62 M | 0.60% | 0.16% |
| JENNISON ASSOCIATES LLC | 10/30/2025 | 1.78 M | $168.62 M | -30.66% | 0.16% |
| SYNOVUS FINANCIAL CORP | 11/07/2025 | 1.69 M | $160.04 M | -0.15% | 0.15% |
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The Southern Company institutional Ownership - FAQ's
During the previous two years, 3039 institutional investors and hedge funds held shares of The Southern Company. The most heavily invested institutionals were:
VANGUARD GROUP INC: 106.41 M
BlackRock, Inc.: 86.82 M
JPMORGAN CHASE & CO: 69.82 M
STATE STREET CORP: 59.12 M
Capital World Investors: 33.55 M
PRICE T ROWE ASSOCIATES INC /MD/: 29.02 M
72.75% of The 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 $97.64 B in transactions.