Southern (SO) Institutional Ownership

$94.67 +0.12 (+0.12%)

Closing price 05/22/2026 03:59 PM Eastern

Extended Trading

$93.88 -0.79 (-0.84%)

As of 05/22/2026 07:59 PM Eastern

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Current Institutional Ownership Percentage: 64.10%
Number of Institutional Buyers (last 12 months): 1473
Total Institutional Inflows (last 12 months): $10.13B

Number of Institutional Sellers (last 12 months): 1086
Total Institutional Outflows (last 12 months): $45.01B

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SO Institutional Buying and Selling by Quarter

Southern Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/22/2026	Verus Capital Partners LLC	2,548	$246K	0.0%	-38.0%	0.000%
5/21/2026	CTC Alternative Strategies Ltd.	4,603	$444K	1.0%	N/A	0.000%
5/20/2026	CCM Investment Advisers LLC	149,674	$14.45M	1.4%	-8.4%	0.013%
5/20/2026	SHUTTLEWORTH & Co	10,682	$1.03M	0.9%	-4.8%	0.001%
5/20/2026	Arete Wealth Advisors LLC	17,620	$1.70M	0.1%	-7.6%	0.002%
5/19/2026	Western Wealth Management LLC	23,582	$2.28M	0.1%	+52.0%	0.002%
5/19/2026	Mascagni Wealth Management Inc.	2,186	$211K	0.2%	N/A	0.000%
5/19/2026	Orographic Financial Advisors LLC	8,727	$842K	0.6%	N/A	0.001%
5/19/2026	Paragon Private Wealth Management LLC	6,583	$635K	0.2%	+14.9%	0.001%
5/19/2026	Bank of America Corp DE	8,380,592	$808.90M	0.1%	+4.9%	0.743%
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5/19/2026	Edgestream Partners L.P.	100,794	$9.73M	0.3%	+1,790.4%	0.009%
5/19/2026	Kentucky Retirement Systems	72,798	$7.03M	0.2%	+5.2%	0.006%
5/19/2026	Janus Henderson Group PLC	1,713,552	$165.39M	0.1%	+2,111.0%	0.152%
5/19/2026	Centaurus Financial Inc.	37,474	$3.62M	0.2%	+3.1%	0.003%
5/19/2026	Strategic Investment Advisors MI	4,537	$438K	0.0%	N/A	0.000%
5/19/2026	Arkadios Wealth Advisors	202,443	$19.54M	0.3%	+31.3%	0.018%
5/19/2026	Claris Financial LLC	4,644	$448K	0.2%	-3.8%	0.000%
5/19/2026	Altshuler Shaham Ltd	19,643	$1.90M	0.0%	+13.8%	0.002%
5/19/2026	Arete Wealth Advisors LLC	17,620	$1.70M	0.1%	-7.6%	0.002%
5/18/2026	Sunbelt Securities Inc.	4,211	$406K	0.0%	+18.6%	0.000%
5/18/2026	EverSource Wealth Advisors LLC	53,971	$5.21M	0.2%	+66.6%	0.005%
5/18/2026	California State Teachers Retirement System	1,276,908	$123.25M	0.1%	-3.0%	0.113%
5/18/2026	Resources Management Corp CT ADV	10,948	$1.06M	0.1%	-2.8%	0.001%
5/18/2026	Resolution Capital Ltd	11,400	$1.10M	0.0%	-80.8%	0.001%
5/18/2026	Rithm Capital Corp.	11,500	$1.11M	1.6%	+130.0%	0.001%
5/18/2026	Empowered Funds LLC	66,631	$6.43M	0.0%	+23.0%	0.006%
5/18/2026	Energy Income Partners LLC	1,716,842	$165.71M	2.7%	-4.1%	0.152%
5/16/2026	The Manufacturers Life Insurance Company	1,386,221	$133.80M	0.1%	+1.0%	0.123%
5/16/2026	KCM Investment Advisors LLC	34,328	$3.31M	0.1%	+0.3%	0.003%
5/16/2026	Infrastructure Capital Advisors LLC	3,305	$319K	0.0%	-61.6%	0.000%
5/16/2026	Glen Eagle Advisors LLC	13,566	$1.31M	0.2%	-1.3%	0.001%
5/16/2026	Excelsior Advisor Network LLC	20,176	$1.95M	0.7%	+31.4%	0.002%
5/16/2026	Quantinno Capital Management LP	459,563	$44.36M	0.1%	+35.5%	0.041%
5/16/2026	Soroban Capital Partners LP	2,375,511	$229.28M	0.4%	-61.0%	0.211%
5/16/2026	Lazard Asset Management LLC	9,090	$877K	0.0%	-99.9%	0.001%
5/15/2026	Gateway Wealth Partners LLC	35,564	$3.43M	0.1%	+135.6%	0.003%
5/15/2026	Weiss Asset Management LP	131,300	$12.67M	0.2%	-60.5%	0.012%
5/15/2026	Delta Global Management LP	25,792	$2.49M	0.2%	-5.0%	0.002%
5/15/2026	Cypress Capital Group	5,183	$500K	0.1%	+19.3%	0.000%
5/15/2026	OMERS ADMINISTRATION Corp	50,628	$4.89M	0.0%	+29.2%	0.004%
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5/15/2026	Van Diest Capital LLC	3,066	$296K	0.2%	+15.9%	0.000%
5/15/2026	Waverly Advisors LLC	335,427	$32.38M	0.2%	+0.3%	0.030%
5/15/2026	Wealth Alliance LLC	7,695	$743K	0.1%	-5.0%	0.001%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	69,159	$6.68M	0.0%	+58.9%	0.006%
5/14/2026	Dai ichi Life Insurance Company Ltd	153,099	$14.78M	0.4%	-7.6%	0.014%
5/14/2026	Renaissance Technologies LLC	431,600	$41.66M	0.1%	-71.5%	0.038%
5/14/2026	Bollard Group LLC	340,141	$32.83M	1.0%	+5.6%	0.030%
5/14/2026	Gabelli Funds LLC	397,602	$38.38M	0.3%	-0.2%	0.035%
5/14/2026	Hilltop Holdings Inc.	23,283	$2.25M	0.2%	-22.7%	0.002%
5/14/2026	GC Wealth Management RIA LLC	11,385	$1.10M	0.0%	+13.8%	0.001%
5/14/2026	Public Employees Retirement System of Ohio	446,060	$43.05M	0.1%	+0.3%	0.040%
5/14/2026	FCA Corp TX	15,613	$1.51M	0.4%	+6.8%	0.001%
5/14/2026	Compound Planning Inc.	23,390	$2.26M	0.1%	-0.7%	0.002%
5/14/2026	Klingman & Associates LLC	5,073	$490K	0.0%	-3.1%	0.000%
5/14/2026	Modern Wealth Management LLC	22,409	$2.17M	0.0%	+4.7%	0.002%
5/14/2026	Keebeck Wealth Management	7,398	$714K	0.1%	+23.3%	0.001%
5/14/2026	Arrowstreet Capital Limited Partnership	559,876	$54.04M	0.0%	+390.2%	0.050%
5/14/2026	Wills Financial Group LLC	44,711	$4.16M	1.7%	-0.7%	0.004%
5/14/2026	Liberty One Investment Management LLC	304,312	$29.37M	3.0%	+13.6%	0.027%
5/14/2026	Aspen Grove Capital LLC	3,334	$322K	0.1%	+5.5%	0.000%
5/14/2026	Bank of Nova Scotia	198,404	$19.15M	0.0%	+10.9%	0.018%
5/14/2026	Dickmeyer Boyce Financial Management Inc.	7,740	$747K	0.4%	N/A	0.001%
5/14/2026	Sei Investments Co.	533,959	$51.54M	0.0%	+28.1%	0.047%
5/14/2026	Alamar Capital Management LLC	2,298	$222K	0.1%	N/A	0.000%
5/14/2026	Lido Advisors LLC	104,003	$10.04M	0.0%	+8.0%	0.009%
5/13/2026	Cetera Investment Advisers	798,489	$77.07M	0.1%	+4.4%	0.071%
5/13/2026	Envision Financial Transparency LLC	3,995	$386K	0.4%	N/A	0.000%
5/13/2026	Wealthspire Retirement LLC	3,829	$370K	0.0%	-20.9%	0.000%
5/13/2026	Aureus Asset Management LLC	4,463	$431K	0.0%	N/A	0.000%
5/13/2026	Signature Equity Partners LLC	3,297	$318K	0.2%	+14.2%	0.000%
5/13/2026	NewEdge Wealth LLC	10,307	$995K	0.0%	-41.6%	0.001%
5/13/2026	Wiregrass Investment Management LLC	10,977	$1.06M	0.9%	+4.0%	0.001%
5/13/2026	First Citizens Bank & Trust Co.	44,711	$4.32M	0.1%	+5.3%	0.004%
5/13/2026	CI Investments Inc.	47,294	$4.57M	0.0%	+69.5%	0.004%
5/13/2026	First Trust Advisors LP	742,958	$71.71M	0.1%	-9.4%	0.066%
5/12/2026	Magellan Asset Management Ltd	545,545	$52.66M	0.7%	+21.1%	0.048%
5/12/2026	Westpac Banking Corp	1,474	$142K	0.0%	-93.6%	0.000%
5/12/2026	Millennium Capital Advisors LLC	2,079	$201K	0.1%	N/A	0.000%
5/12/2026	ABN Amro Investment Solutions	49,863	$4.81M	0.1%	+14.1%	0.004%
5/8/2026	PNC Financial Services Group Inc.	547,233	$52.82M	0.0%	+6.7%	0.049%
5/8/2026	Oslo Pensjonsforsikring AS	3,973	$383K	0.1%	N/A	0.000%
5/8/2026	HORAN Wealth LLC	5,916	$523K	0.0%	+103.1%	0.001%
5/8/2026	Summit Asset Management LLC	7,240	$699K	0.1%	+2.3%	0.001%
5/8/2026	Glenview Trust Co	38,800	$3.75M	0.1%	-44.6%	0.003%
5/8/2026	DUTCH ASSET Corp	3,032	$293K	0.2%	N/A	0.000%
5/8/2026	Commerzbank Aktiengesellschaft FI	11,652	$1.13M	0.0%	-12.1%	0.001%
5/7/2026	Beta Wealth Group Inc.	6,528	$630K	0.3%	+3.2%	0.001%
5/7/2026	Earned Wealth Advisors LLC	2,998	$289K	0.0%	+8.1%	0.000%
5/7/2026	Commonwealth Financial Services LLC	2,414	$233K	0.0%	N/A	0.000%
5/7/2026	Meeder Advisory Services Inc.	26,093	$2.52M	0.1%	+1.4%	0.002%
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5/7/2026	Lowe Brockenbrough & Co. Inc.	6,792	$656K	0.0%	-7.4%	0.001%
5/7/2026	Dimensional Fund Advisors LP	2,655,044	$256.28M	0.1%	+3.2%	0.236%
5/7/2026	Scarborough Advisors LLC	259	$25K	0.0%	N/A	0.000%
5/7/2026	Parallel Advisors LLC	14,962	$1.44M	0.0%	+11.1%	0.001%
5/7/2026	Pacific Wealth Strategies Group Inc.	16,086	$1.55M	1.0%	-4.0%	0.001%
5/7/2026	KBC Group NV	103,675	$10.01M	0.0%	+2.4%	0.009%
5/7/2026	Little House Capital LLC	32,797	$3.17M	0.8%	+1.4%	0.003%
5/7/2026	Swiss National Bank	3,231,400	$311.90M	0.2%	+7.2%	0.287%
5/7/2026	World Equity Group Inc.	3,069	$296K	0.1%	-13.2%	0.000%
5/7/2026	Spartan Wealth Advisory Services LLC	31,504	$3.04M	0.3%	N/A	0.003%

SO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,418 institutional investors and hedge funds held shares of Southern. The most heavily invested institutionals were Vanguard Group Inc. ($9.42B), JPMorgan Chase & Co. ($5.39B), State Street Corp ($5.36B), Capital World Investors ($3.59B), Price T Rowe Associates Inc. MD ($3.00B), Geode Capital Management LLC ($2.38B), and Massachusetts Financial Services Co. MA ($1.42B).Learn more on Southern's institutional investors.

64.10% of Southern's stock is owned by institutional investors. Learn more on SO's institutional investor holdings.

Of the 2,083 institutional investors that purchased Southern's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($35.89M), Capital World Investors ($33.16M), Mizuho Securities USA LLC ($14.56M), Vanguard Group Inc. ($5.97M), Nuveen LLC ($5.64M), Price T Rowe Associates Inc. MD ($5.44M), and Laurel Wealth Advisors LLC ($4.37M).

Institutional investors have bought a total of 110,903,487 shares in the last 24 months. This purchase volume represents approximately $10.13B in transactions.

Of the 1,086 institutional investors that sold Southern's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Calamos Advisors LLC ($148.19M), JPMorgan Chase & Co. ($69.15M), The Manufacturers Life Insurance Company ($59.03M), Victory Capital Management Inc. ($49.26M), State Street Corp ($41.21M), Sculptor Capital LP ($34.96M), and Royal Bank of Canada ($21.81M).

Institutional investors have sold a total of 511,634,990 shares in the last 24 months. This volume of shares sold represents approximately $45.01B in transactions.

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This page (NYSE:SO) was last updated on 5/25/2026 by MarketBeat.com Staff.

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Southern (SO) Institutional Ownership

SO Institutional Buying and Selling by Quarter

Southern Major Shareholders & Ownership History

SO Institutional Ownership - Frequently Asked Questions

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Southern (SO) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Southern (NYSE:SO)

SO Institutional Buying and Selling by Quarter

Southern Major Shareholders & Ownership History

SO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SO shares?

What percentage of Southern's stock is owned by institutional investors?

Which institutional investors have been buying Southern's stock?

How much institutional buying is happening at Southern?

Which of Southern's major shareholders have been selling company stock?

How much institutional selling is happening at Southern?

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