SO Institutional Holdings

Name: SO (Southern Company) Institutional Holdings — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

Southern Company · SEC 13F

2,596 institutions hold SO, totaling 1.94B shares ($102.4B）.
As of 2026Q1 · SEC EDGAR 13F

Quarterly Changes

2025Q4 → 2026Q1

↑ New Positions (5)

VANGUARD CAPITAL MANAGEMENT LLC $13.9B

VANGUARD PORTFOLIO MANAGEMENT LLC $2.6B

VANGUARD FIDUCIARY TRUST CO $606M

HSBC HOLDINGS PLC $573M

VANGUARD ASSET MANAGEMENT, Ltd $253M

↑ Increased (5)

Arete Wealth Advisors, LLC +177152.3%

Migdal Insurance & Financial Holdings Ltd. +141877.4%

LaSalle St. Investment Advisors, LLC +136820.2%

IFM Investors Pty Ltd +123177.2%

Daiwa Securities Group Inc. +118841.8%

↓ Decreased (5)

Kentucky Retirement Systems -99.9%

Capital Innovations LLC -99.9%

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL -99.9%

Ramirez Asset Management, Inc. -99.2%

WFA of San Diego, LLC -99.0%

↓ Exited Positions (5)

VANGUARD GROUP INC $9.7B

Pacer Advisors, Inc. $58M

PNC Financial Services Group, Inc. $47M

OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) $47M

PUBLIC SECTOR PENSION INVESTMENT BOARD $46M

All Holders (Top 100)

Rank	Institution	Shares	Value
1	VANGUARD CAPITAL MANAGEMENT LLC	144.8M	$13.9B
2	BlackRock, Inc.	131.7M	$10.6B
3	Capital World Investors	76.5M	$7.5B
4	STATE STREET CORP	84.7M	$6.7B
5	JPMORGAN CHASE & CO	84.5M	$4.4B
6	MORGAN STANLEY	62.0M	$4.3B
7	GEODE CAPITAL MANAGEMENT, LLC	29.4M	$2.9B
8	BARCLAYS PLC	69.5M	$2.8B
9	VANGUARD PORTFOLIO MANAGEMENT LLC	26.9M	$2.6B
10	FMR LLC	33.0M	$2.3B
11	FRANKLIN RESOURCES INC	31.4M	$2.0B
12	GOLDMAN SACHS GROUP INC	31.1M	$1.7B
13	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	15.6M	$1.5B
14	NORTHERN TRUST CORP	10.9M	$1.1B
15	AMERIPRISE FINANCIAL INC	11.6M	$1.1B
16	BANK OF AMERICA CORP /DE/	22.4M	$1.1B
17	NORGES BANK	11.2M	$1.0B
18	Legal & General Group Plc	8.8M	$917M
19	ROYAL BANK OF CANADA	23.9M	$881M
20	Bank of New York Mellon Corp	8.2M	$769M
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	7.4M	$728M
22	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	6.4M	$717M
23	VANGUARD FIDUCIARY TRUST CO	6.3M	$606M
24	HSBC HOLDINGS PLC	6.0M	$573M
25	Invesco Ltd.	15.7M	$569M
26	UBS Group AG	8.0M	$522M
27	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	102.6M	$478M
28	Capital Research Global Investors	3.9M	$472M
29	Nuveen, LLC	4.9M	$469M
30	NEUBERGER BERMAN GROUP LLC	2.7M	$459M
31	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	2.7M	$448M
32	WELLS FARGO & COMPANY/MN	7.1M	$440M
33	WELLINGTON MANAGEMENT GROUP LLP	6.8M	$439M
34	CITIGROUP INC	9.7M	$437M
35	Pictet Asset Management Holding SA	4.4M	$433M
36	Fisher Asset Management, LLC	2.4M	$409M
37	Amundi	4.0M	$398M
38	DIMENSIONAL FUND ADVISORS LP	3.9M	$386M
39	Swiss National Bank	3.4M	$343M
40	JANUS HENDERSON GROUP PLC	3.4M	$332M
41	Mawer Investment Management Ltd.	3.4M	$330M
42	RAYMOND JAMES FINANCIAL INC	3.3M	$323M
43	LPL Financial LLC	3.2M	$319M
44	VOYA INVESTMENT MANAGEMENT LLC	13.2M	$289M
45	National Pension Service	2.9M	$282M
46	Sumitomo Mitsui Trust Group, Inc.	2.7M	$273M
47	Empower Advisory Group, LLC	2.3M	$270M
48	Mitsubishi UFJ Asset Management Co., Ltd.	2.6M	$261M
49	MANUFACTURERS LIFE INSURANCE COMPANY, THE	3.6M	$256M
50	VANGUARD ASSET MANAGEMENT, Ltd	2.4M	$253M
51	JENNISON ASSOCIATES LLC	2.3M	$252M
52	DEUTSCHE BANK AG\	2.8M	$245M
53	ENVESTNET ASSET MANAGEMENT INC	2.5M	$242M
54	MARSHALL WACE, LLP	2.4M	$236M
55	California Public Employees Retirement System	2.3M	$236M
56	Vanguard Global Advisers, LLC	2.4M	$235M
57	Soroban Capital Partners LP	2.4M	$229M
58	AGF MANAGEMENT LTD	1.3M	$226M
59	CITADEL ADVISORS LLC	1.7M	$220M
60	Ensign Peak Advisors, Inc	2.3M	$219M
61	RHUMBLINE ADVISERS	2.1M	$206M
62	Squarepoint Ops LLC	1.7M	$201M
63	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	2.0M	$200M
64	FEDERATED HERMES, INC.	2.0M	$187M
65	Pinnacle Financial Partners, Inc.	1.9M	$186M
66	TWO SIGMA INVESTMENTS, LP	19.0M	$183M
67	BANK OF MONTREAL /CAN/	1.8M	$179M
68	Universal- Beteiligungs- und Servicegesellschaft mbH	39.0M	$168M
69	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	1.5M	$167M
70	Calamos Advisors LLC	13.1M	$166M
71	Russell Investments Group, Ltd.	8.1M	$166M
72	Energy Income Partners, LLC	1.7M	$166M
73	SCHRODER INVESTMENT MANAGEMENT GROUP	27.5M	$161M
74	HighTower Advisors, LLC	1.6M	$155M
75	PRUDENTIAL FINANCIAL INC	1.6M	$154M
76	Focus Partners Wealth	1.5M	$142M
77	PRINCIPAL FINANCIAL GROUP INC	1.5M	$141M
78	BNP PARIBAS FINANCIAL MARKETS	1.6M	$141M
79	Bank Julius Baer & Co. Ltd, Zurich	1.1M	$139M
80	CONFLUENCE INVESTMENT MANAGEMENT LLC	1.4M	$139M
81	Capital International Investors	1.4M	$134M
82	SEI INVESTMENTS CO	1.0M	$132M
83	CAPITAL ADVISORS INC/OK	1.2M	$132M
84	VICTORY CAPITAL MANAGEMENT INC	30.6M	$129M
85	NEW YORK STATE COMMON RETIREMENT FUND	1.2M	$127M
86	Capital Investment Advisors, LLC	1.3M	$124M
87	General Pension Society PZU Joint Stock Co	715K	$123M
88	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	952K	$116M
89	ADAGE CAPITAL PARTNERS GP, L.L.C.	1.2M	$115M
90	STIFEL FINANCIAL CORP	1.1M	$107M
91	Vanguard Investments Australia, Ltd.	1.1M	$107M
92	ADVENT CAPITAL MANAGEMENT /DE/	43.9M	$106M
93	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	1.0M	$105M
94	ZACKS INVESTMENT MANAGEMENT	1.1M	$104M
95	DUFF & PHELPS INVESTMENT MANAGEMENT CO	1.1M	$104M
96	Qube Research & Technologies Ltd	999K	$100M
97	ALLIANCEBERNSTEIN L.P.	1.1M	$99M
98	TRUIST FINANCIAL CORP	996K	$98M
99	Allspring Global Investments Holdings, LLC	704K	$95M
100	FIRST TRUST ADVISORS LP	895K	$94M

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Data source: SEC EDGAR Form 13F · Updated 2026-07-09