The Southern Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 102.09 M | $9.21 B | 1.32% | 9.31% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 80.49 M | $7.26 B | 100.00% | 7.34% |
| STATE STREET CORP | 11/14/2024 | 58.93 M | $5.31 B | 2.69% | 5.37% |
| JPMORGAN CHASE & CO | 11/08/2024 | 54.72 M | $4.94 B | 37.09% | 4.99% |
| FMR LLC | 11/13/2024 | 29.38 M | $2.65 B | -3.35% | 2.68% |
| CAPITAL INTERNATIONAL INVESTORS | 11/13/2024 | 28.53 M | $2.57 B | -1.02% | 2.60% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 25.17 M | $2.27 B | -2.69% | 2.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 24.52 M | $2.20 B | 4.59% | 2.24% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 18.02 M | $1.63 B | -6.77% | 1.64% |
| GQG PARTNERS LLC | 11/13/2024 | 16.56 M | $1.49 B | 21.03% | 1.51% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 14.15 M | $1.27 B | -13.25% | 1.29% |
| MORGAN STANLEY | 11/14/2024 | 11.27 M | $1.02 B | 1.06% | 1.03% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 9.88 M | $891.27 M | -6.53% | 0.90% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 9.50 M | $856.37 M | 0.03% | 0.87% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 8.50 M | $766.62 M | 0.31% | 0.77% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 7.56 M | $682.13 M | 19.29% | 0.69% |
| ROYAL BANK OF CANADA | 11/14/2024 | 7.41 M | $667.78 M | 3.95% | 0.68% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 6.98 M | $629.55 M | -1.63% | 0.64% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 6.41 M | $577.66 M | 0.83% | 0.58% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 6.20 M | $571.93 M | -17.82% | 0.57% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 5.04 M | $454.51 M | -4.82% | 0.46% |
| UBS GROUP AG | 11/14/2024 | 4.75 M | $428.49 M | 23.02% | 0.43% |
| INVESCO LTD. | 11/12/2024 | 4.58 M | $412.87 M | 1.61% | 0.42% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 3.69 M | $332.51 M | -5.33% | 0.34% |
| SWISS NATIONAL BANK | 11/07/2024 | 3.25 M | $292.68 M | 0.47% | 0.30% |
| SYNOVUS FINANCIAL CORP | 11/25/2024 | 3.08 M | $277.57 M | 72.45% | 0.28% |
| ENSIGN PEAK ADVISORS, INC | 11/14/2024 | 3.08 M | $277.52 M | -2.75% | 0.28% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 3.03 M | $272.95 M | -5.23% | 0.28% |
| PICTET ASSET MANAGEMENT HOLDING SA | 11/12/2024 | 2.92 M | $263.54 M | -30.10% | 0.27% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 2.72 M | $245.11 M | 5.67% | 0.25% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 2.62 M | $236.27 M | 3.27% | 0.24% |
| AMUNDI | 11/13/2024 | 2.50 M | $222.88 M | 120.84% | 0.23% |
| NATIONAL PENSION SERVICE | 10/30/2024 | 2.42 M | $218.32 M | 13.04% | 0.22% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2024 | 2.38 M | $214.46 M | -2.13% | 0.22% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 2.38 M | $214.32 M | -0.18% | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 2.37 M | $213.48 M | -6.88% | 0.22% |
| BARCLAYS PLC | 11/19/2024 | 2.31 M | $208.02 M | -12.80% | 0.21% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 2.09 M | $188.70 M | 2.85% | 0.19% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 11/07/2024 | 2.08 M | $187.88 M | -5.16% | 0.19% |
| LPL FINANCIAL LLC | 11/08/2024 | 2.07 M | $186.87 M | -3.15% | 0.19% |
| RHUMBLINE ADVISERS | 11/12/2024 | 2.07 M | $186.39 M | -2.96% | 0.19% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/14/2024 | 1.76 M | $158.41 M | 6.81% | 0.16% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/31/2024 | 1.67 M | $150.84 M | -1.93% | 0.15% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11/08/2024 | 1.61 M | $145.30 M | 9.40% | 0.15% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 11/15/2024 | 1.60 M | $144.35 M | -13.69% | 0.15% |
| COHEN & STEERS, INC. | 11/14/2024 | 1.57 M | $141.75 M | -34.99% | 0.14% |
| JENNISON ASSOCIATES LLC | 11/08/2024 | 1.56 M | $140.87 M | -4.70% | 0.14% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 1.50 M | $16.67 M | 8,741.64% | 0.14% |
| ZACKS INVESTMENT MANAGEMENT | 11/14/2024 | 1.43 M | $128.69 M | 11.00% | 0.13% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 1.41 M | $127.25 M | -4.36% | 0.13% |
The Southern Companyinstitutional Ownership - FAQ's
During the previous two years, 2659 institutional investors and hedge funds held shares of The Southern Company. The most heavily invested institutionals were:
VANGUARD GROUP INC: 102.09 M
BlackRock Funding, Inc. /DE: 80.49 M
STATE STREET CORP: 58.93 M
JPMORGAN CHASE & CO: 54.72 M
FMR LLC: 29.38 M
Capital International Investors: 28.53 M
66.80% of The Southern Company stock is owned by institutional investors.
Institutional investors have bought a total of 924.56 M shares in the last 24 months. This purchase volume represents approximately $76.62 B in transactions.