Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
05/10/2024 | VANGUARD GROUP INC | 100.09 M | $7.18 B | 0.48% | 9.17% |
05/10/2024 | BLACKROCK INC. | 77.71 M | $5.57 B | -0.03% | 7.12% |
05/15/2024 | STATE STREET CORP | 57.75 M | $4.14 B | -9.20% | 5.29% |
05/13/2024 | FMR LLC | 33.01 M | $2.37 B | -9.05% | 3.02% |
05/10/2024 | JPMORGAN CHASE & CO | 30.17 M | $2.16 B | 54.56% | 2.76% |
05/14/2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 26.32 M | $1.89 B | 3.53% | 2.41% |
05/14/2024 | CAPITAL INTERNATIONAL INVESTORS | 23.99 M | $1.72 B | 45.92% | 2.19% |
05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 23.89 M | $1.71 B | -20.11% | 2.19% |
05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 22.18 M | $1.59 B | 8.11% | 2.03% |
05/13/2024 | FRANKLIN RESOURCES INC | 16.93 M | $1.21 B | 8.12% | 1.55% |
05/15/2024 | MORGAN STANLEY | 11.10 M | $796.62 M | 4.97% | 1.02% |
07/01/2024 | LEGAL & GENERAL GROUP PLC | 10.60 M | $760.75 M | -0.64% | 0.97% |
05/14/2024 | NORTHERN TRUST CORP | 10.26 M | $736.40 M | -4.13% | 0.94% |
05/15/2024 | AMERIPRISE FINANCIAL INC | 9.55 M | $684.88 M | 20.69% | 0.87% |
05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 8.64 M | $634.67 M | 47.52% | 0.79% |
05/15/2024 | BANK OF AMERICA CORP /DE/ | 7.85 M | $563.40 M | 6.35% | 0.72% |
04/25/2024 | BANK OF NEW YORK MELLON CORP | 7.21 M | $517.36 M | -4.69% | 0.66% |
04/30/2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6.35 M | $455.50 M | -3.13% | 0.58% |
05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.22 M | $446.02 M | 2.10% | 0.57% |
05/14/2024 | FEDERATED HERMES, INC. | 5.89 M | $422.60 M | -4.61% | 0.54% |
05/15/2024 | GOLDMAN SACHS GROUP INC | 5.52 M | $396.20 M | 3.37% | 0.51% |
05/14/2024 | INVESCO LTD. | 5.15 M | $369.21 M | -11.61% | 0.47% |
05/14/2024 | PICTET ASSET MANAGEMENT HOLDING SA | 4.61 M | $330.43 M | -13.98% | 0.42% |
05/10/2024 | MITSUBISHI UFJ TRUST & BANKING CORP | 4.33 M | $308.09 M | -5.51% | 0.40% |
05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 4.07 M | $292.20 M | -12.51% | 0.37% |
05/10/2024 | WELLS FARGO & COMPANY/MN | 3.92 M | $281.15 M | -0.49% | 0.36% |
05/14/2024 | ENSIGN PEAK ADVISORS, INC | 3.86 M | $276.88 M | -9.67% | 0.35% |
05/15/2024 | ROYAL BANK OF CANADA | 3.49 M | $250.45 M | -1.82% | 0.32% |
05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 3.44 M | $246.62 M | -2.59% | 0.31% |
05/07/2024 | SWISS NATIONAL BANK | 3.27 M | $234.31 M | -4.23% | 0.30% |
05/13/2024 | UBS GROUP AG | 2.94 M | $210.58 M | 26.21% | 0.27% |
05/15/2024 | BARCLAYS PLC | 2.81 M | $201.48 M | -18.91% | 0.26% |
04/19/2024 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 2.74 M | $196.71 M | -1.12% | 0.25% |
05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 2.49 M | $178.66 M | 0.13% | 0.23% |
05/15/2024 | COHEN & STEERS, INC. | 2.48 M | $177.83 M | -0.99% | 0.23% |
05/13/2024 | CLEARBRIDGE INVESTMENTS LTD | 2.40 M | $172.12 M | -13.43% | 0.22% |
05/13/2024 | FIRST TRUST ADVISORS LP | 2.26 M | $162.38 M | -2.30% | 0.21% |
05/08/2024 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2.19 M | $156.83 M | 6.63% | 0.20% |
05/09/2024 | RHUMBLINE ADVISERS | 2.16 M | $155.06 M | 1.96% | 0.20% |
05/15/2024 | HSBC HOLDINGS PLC | 2.12 M | $152.28 M | 38.03% | 0.19% |
04/22/2024 | RAYMOND JAMES & ASSOCIATES | 2.12 M | $152.10 M | 2.83% | 0.19% |
05/14/2024 | NATIONAL PENSION SERVICE | 2.12 M | $152.32 M | 1.79% | 0.19% |
05/10/2024 | LPL FINANCIAL LLC | 2.10 M | $150.58 M | 0.65% | 0.19% |
05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 2.08 M | $149.49 M | 5.30% | 0.19% |
05/02/2024 | JENNISON ASSOCIATES LLC | 1.96 M | $140.45 M | -18.35% | 0.18% |
05/14/2024 | CAPITAL RESEARCH GLOBAL INVESTORS | 1.93 M | $138.46 M | 34.97% | 0.18% |
05/13/2024 | BANK OF MONTREAL /CAN/ | 1.87 M | $133.18 M | -11.27% | 0.17% |
05/14/2024 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.87 M | $134.35 M | 17.84% | 0.17% |
05/09/2024 | TWIN TREE MANAGEMENT, LP | 1.87 M | $133.90 M | 100.00% | 0.17% |
05/14/2024 | APG ASSET MANAGEMENT N.V. | 1.86 M | $123.81 M | 1.90% | 0.17% |
A. During the previous two years, 2489 institutional investors and hedge funds held shares of The Southern Company. The most heavily invested institutionals were:
VANGUARD GROUP INC: 100.09 M
BlackRock Inc.: 77.71 M
STATE STREET CORP: 57.75 M
FMR LLC: 33.01 M
JPMORGAN CHASE & CO: 30.17 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 26.32 M
A. 64.05% of The Southern Company stock is owned by institutional investors.
A. Institutional investors have bought a total of 1.04 B shares in the last 24 months. This purchase volume represents approximately $81.52 B in transactions.