Recent Quarter Total Invested
$56.93 B
Recent Quarter Institutional Ownership Percentage
66.82%
Total Invested of Last Quarter
$50.37 B
Ownership Percentage of Last Quarter
64.14%
The Southern Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 100.76 M | $7.82 B | 0.67% | 9.21% |
| BLACKROCK INC. | 08/13/2024 | 77.69 M | $6.03 B | -0.02% | 7.10% |
| STATE STREET CORP | 08/14/2024 | 57.38 M | $4.45 B | -0.64% | 5.25% |
| JPMORGAN CHASE & CO | 08/12/2024 | 39.92 M | $3.10 B | 32.33% | 3.65% |
| FMR LLC | 08/13/2024 | 30.39 M | $2.36 B | -7.93% | 2.78% |
| CAPITAL INTERNATIONAL INVESTORS | 08/13/2024 | 28.82 M | $2.24 B | 20.12% | 2.63% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/09/2024 | 25.86 M | $2.01 B | -1.72% | 2.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 23.45 M | $1.81 B | 5.70% | 2.14% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 19.33 M | $1.50 B | -19.06% | 1.77% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 16.31 M | $1.27 B | -3.66% | 1.49% |
| GQG PARTNERS LLC | 08/12/2024 | 13.68 M | $1.06 B | 100.00% | 1.25% |
| MORGAN STANLEY | 10/17/2024 | 11.15 M | $864.72 M | 0.39% | 1.02% |
| NORTHERN TRUST CORP | 08/14/2024 | 10.72 M | $831.53 M | 4.43% | 0.98% |
| NORGES BANK | 08/14/2024 | 10.61 M | $823.20 M | 100.00% | 0.97% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 10.57 M | $820.17 M | -0.29% | 0.97% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 9.49 M | $736.41 M | -0.56% | 0.87% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 8.47 M | $657.36 M | 7.91% | 0.77% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 7.54 M | $600.60 M | -12.71% | 0.69% |
| ROYAL BANK OF CANADA | 11/06/2024 | 7.12 M | $552.57 M | 109.39% | 0.65% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 7.10 M | $550.51 M | -1.59% | 0.65% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 6.35 M | $492.82 M | 2.19% | 0.58% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 6.34 M | $491.86 M | 14.81% | 0.58% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 08/14/2024 | 5.30 M | $410.74 M | -16.60% | 0.48% |
| FEDERATED HERMES, INC. | 08/08/2024 | 4.82 M | $373.92 M | -18.17% | 0.44% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 4.76 M | $369.12 M | 16.83% | 0.44% |
| INVESCO LTD. | 08/13/2024 | 4.51 M | $349.53 M | -12.45% | 0.41% |
| PICTET ASSET MANAGEMENT HOLDING SA | 08/13/2024 | 4.18 M | $324.29 M | -9.24% | 0.38% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 08/08/2024 | 4.03 M | $312.31 M | -6.91% | 0.37% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 3.89 M | $302.12 M | -0.62% | 0.36% |
| UBS GROUP AG | 08/14/2024 | 3.86 M | $299.61 M | 31.59% | 0.35% |
| SWISS NATIONAL BANK | 08/08/2024 | 3.23 M | $250.57 M | -1.10% | 0.30% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 3.19 M | $247.73 M | -7.10% | 0.29% |
| ENSIGN PEAK ADVISORS, INC | 08/13/2024 | 3.16 M | $245.48 M | -18.01% | 0.29% |
| BARCLAYS PLC | 08/14/2024 | 2.65 M | $205.20 M | -5.81% | 0.24% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 2.57 M | $199.53 M | 21.32% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 2.54 M | $197.19 M | 2.08% | 0.23% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 07/19/2024 | 2.54 M | $196.80 M | -7.48% | 0.23% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 08/13/2024 | 2.43 M | $188.49 M | 25.91% | 0.22% |
| COHEN & STEERS, INC. | 08/13/2024 | 2.42 M | $187.55 M | -2.46% | 0.22% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 2.38 M | $184.69 M | 14.25% | 0.22% |
| COLONY GROUP, LLC | 08/15/2024 | 2.33 M | $180.58 M | 840.50% | 0.21% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 08/12/2024 | 2.20 M | $170.41 M | 0.49% | 0.20% |
| NATIONAL PENSION SERVICE | 08/13/2024 | 2.14 M | $166.12 M | 0.86% | 0.20% |
| LPL FINANCIAL LLC | 08/07/2024 | 2.14 M | $165.96 M | 1.93% | 0.20% |
| RHUMBLINE ADVISERS | 08/01/2024 | 2.13 M | $165.21 M | -1.46% | 0.19% |
| BANK OF MONTREAL /CAN/ | 08/14/2024 | 2.04 M | $159.58 M | 8.65% | 0.19% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 08/15/2024 | 1.85 M | $143.86 M | -0.97% | 0.17% |
| SYNOVUS FINANCIAL CORP | 08/13/2024 | 1.78 M | $138.45 M | -2.35% | 0.16% |
| CLEARBRIDGE INVESTMENTS LTD | 08/14/2024 | 1.74 M | $134.88 M | -27.52% | 0.16% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 1.71 M | $132.54 M | 12.15% | 0.16% |
The Southern Companyinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of SO shares?
During the previous two years, 1070 institutional investors and hedge funds held shares of The Southern Company. The most heavily invested institutionals were:
Keystone Financial Planning, Inc.: 0
SENTRY INVESTMENT MANAGEMENT LLC: 0
M Holdings Securities, Inc.: 0
Dynamic Technology Lab Private Ltd: 0
Camelot Portfolios, LLC: 0
GUARDIAN INVESTMENT MANAGEMENT: 0
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What percentage of The Southern Company stock is owned by institutional investors?
66.82% of The Southern Company stock is owned by institutional investors.
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How much institutional buying is happening at SO ?
Institutional investors have bought a total of 525.79 M shares in the last 24 months. This purchase volume represents approximately $45.63 B in transactions.