Southern (SO) Institutional Ownership

$88.32 +0.23 (+0.26%)

Closing price 09/2/2026 03:59 PM Eastern

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$88.53 +0.22 (+0.25%)

As of 05:35 AM Eastern

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Current Institutional Ownership Percentage: 64.10%
Number of Institutional Buyers (last 12 months): 1367
Total Institutional Inflows (last 12 months): $21.64B

Number of Institutional Sellers (last 12 months): 925
Total Institutional Outflows (last 12 months): $44.34B

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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
9/2/2026	Second Line Capital LLC	10,754	$1.03M	0.2%	-6.1%	0.001%
9/2/2026	Range Advisory LLC	3,682	$352K	0.0%	-7.3%	0.000%
9/1/2026	Parrish Capital LLC	15,418	$1.48M	1.2%	-13.5%	0.001%
8/27/2026	Corient Private Wealth LP	243,080	$23.27M	0.0%	-3.3%	0.021%
8/27/2026	Tucker Asset Management LLC	2,648	$253K	0.1%	-5.6%	0.000%
8/26/2026	HORAN Wealth LLC	2,697	$258K	0.0%	-54.4%	0.000%
8/26/2026	HighTower Advisors LLC	1,476,938	$141.36M	0.1%	-2.6%	0.128%
8/25/2026	Groupe la Francaise	3,382	$324K	0.0%	N/A	0.000%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	343,619	$32.89M	0.2%	N/A	0.030%
8/24/2026	California State Teachers Retirement System	125,596,883	$12.02B	0.0%	+9,736.0%	10.918%
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8/23/2026	DMC Group LLC	13,696	$1.31M	0.9%	-17.8%	0.001%
8/23/2026	Ameritas Advisory Services LLC	26,269	$2.51M	0.1%	+197.9%	0.002%
8/23/2026	Wedmont Private Capital	18,489	$1.77M	0.0%	+3.2%	0.002%
8/23/2026	Kintra Wealth LLC	8,368	$776K	0.0%	+49.6%	0.001%
8/23/2026	Magnolia Wealth Management LLC	3,659	$350K	0.2%	-5.4%	0.000%
8/23/2026	Insight Inv LLC	8,705	$833K	0.4%	-2.4%	0.001%
8/23/2026	HB Wealth Management LLC	210,104	$20.11M	0.1%	+9.8%	0.018%
8/23/2026	Saudi Central Bank	78,911	$7.55M	0.1%	+94.2%	0.007%
8/23/2026	Fortitude Advisory Group L.L.C.	3,272	$313K	0.1%	-3.9%	0.000%
8/23/2026	Azimuth Capital Investment Management LLC	104,184	$9.97M	0.3%	-2.8%	0.009%
8/22/2026	Compass Financial Management LLC	5,033	$475K	0.1%	N/A	0.000%
8/22/2026	NBH Bank	8,114	$777K	0.3%	N/A	0.001%
8/22/2026	Gainline Financial Partners LLC	5,464	$523K	0.5%	N/A	0.000%
8/22/2026	William John Sempolinski	2,488	$238K	0.1%	N/A	0.000%
8/22/2026	Tenet Wealth Partners LLC	3,708	$358K	0.3%	N/A	0.000%
8/22/2026	Markowski Investments	12,869	$1.23M	0.3%	N/A	0.001%
8/22/2026	Old Mission Investment Co LLC	2,768	$265K	0.1%	N/A	0.000%
8/22/2026	Highland Investment Advisors LLC	894	$86K	0.0%	N/A	0.000%
8/22/2026	Valued Retirements Inc.	5,002	$479K	0.4%	-7.9%	0.000%
8/22/2026	Investor s Fiduciary Advisor Network LLC	14,397	$1.38M	0.5%	-17.1%	0.001%
8/22/2026	Tudor Financial Inc.	2,301	$220K	0.1%	+70.3%	0.000%
8/22/2026	LifePlan Investment Advisors Inc.	2,646	$253K	0.1%	+9.6%	0.000%
8/22/2026	ZEGA Investments LLC	4,581	$438K	0.0%	N/A	0.000%
8/22/2026	Sapient Capital LLC	2,419	$232K	0.0%	-55.2%	0.000%
8/22/2026	Rogco LP	10,115	$968K	0.3%	-1.8%	0.001%
8/22/2026	Syon Capital LLC	14,161	$1.36M	0.1%	+34.6%	0.001%
8/22/2026	TD Waterhouse Canada Inc.	84,741	$8.07M	0.0%	+2.6%	0.007%
8/22/2026	Premier Path Wealth Partners LLC	5,875	$562K	0.1%	+7.9%	0.001%
8/22/2026	Concurrent Investment Advisors LLC	115,357	$11.04M	0.1%	+5.6%	0.010%
8/22/2026	NEOS Investment Management LLC	180,235	$17.25M	0.1%	+12.5%	0.016%
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8/22/2026	Allen Mooney & Barnes Investment Advisors LLC	19,624	$1.88M	0.3%	-24.6%	0.002%
8/21/2026	AXQ Capital LP	5,095	$488K	0.1%	-48.9%	0.000%
8/21/2026	iSAM Funds UK Ltd	10,100	$967K	0.7%	-59.3%	0.001%
8/21/2026	Athena Investment Management	2,208	$211K	0.1%	-10.2%	0.000%
8/21/2026	Paragon Private Wealth Management LLC	8,121	$777K	0.2%	+23.4%	0.001%
8/21/2026	Outfitters Financial LLC	12,900	$1.24M	0.9%	+30.4%	0.001%
8/21/2026	Continuum Advisory LLC	3,658	$350K	0.0%	+19.2%	0.000%
8/21/2026	Nykredit A S	108,591	$10.39M	0.0%	N/A	0.009%
8/21/2026	Robbins Farley	42,424	$4.06M	1.6%	+5.4%	0.004%
8/21/2026	B. Metzler seel. Sohn & Co. AG	25,656	$2.46M	0.0%	+9.9%	0.002%
8/21/2026	Coppell Advisory Solutions LLC	6,860	$657K	0.1%	N/A	0.001%
8/21/2026	PFG Private Wealth Management LLC	3,895	$373K	0.2%	+5.4%	0.000%
8/21/2026	SkyOak Wealth LLC	3,031	$290K	0.0%	-7.2%	0.000%
8/21/2026	XML Financial LLC	13,443	$1.29M	0.1%	-14.4%	0.001%
8/21/2026	First Citizens Financial Corp	2,315	$222K	0.1%	-17.0%	0.000%
8/21/2026	Symphony Financial Ltd. Co.	13,946	$1.35M	0.2%	+12.9%	0.001%
8/21/2026	Secure Asset Management LLC	2,860	$274K	0.0%	-36.5%	0.000%
8/21/2026	Murphy Middleton Hinkle & Parker Inc.	31,624	$3.03M	1.2%	+0.5%	0.003%
8/21/2026	Legacy Financial Advisors Inc.	6,387	$611K	0.1%	+11.4%	0.001%
8/20/2026	First PREMIER Bank	71,467	$6.84M	1.0%	-7.7%	0.006%
8/20/2026	Proficio Capital Partners LLC	3,977	$381K	0.0%	N/A	0.000%
8/20/2026	Community Bank & Trust Waco Texas	66,124	$6.33M	1.1%	-2.0%	0.006%
8/20/2026	Nwam LLC	10,766	$1.03M	0.1%	-2.1%	0.001%
8/20/2026	Gill Capital Partners LLC	376	$36K	0.0%	+101.1%	0.000%
8/20/2026	Clifford Swan Investment Counsel LLC	9,973	$955K	0.0%	-8.1%	0.001%
8/20/2026	Rehmann Capital Advisory Group	12,591	$1.21M	0.1%	+1.0%	0.001%
8/20/2026	Ancora Advisors LLC	9,617	$920K	0.0%	-12.4%	0.001%
8/20/2026	Two Sigma Securities LLC	15,351	$1.47M	0.1%	N/A	0.001%
8/20/2026	Benjamin Edwards Inc.	202,906	$19.42M	0.2%	+1.4%	0.018%
8/20/2026	GTS Securities LLC	2,828	$271K	0.0%	-80.3%	0.000%
8/20/2026	Flputnam Investment Management Co.	15,207	$1.46M	0.0%	-4.1%	0.001%
8/20/2026	Nichols & Pratt Advisers LLP MA	186,389	$17.84M	1.1%	+0.1%	0.016%
8/20/2026	Wedbush Securities Inc.	24,215	$2.32M	0.1%	-4.5%	0.002%
8/20/2026	Hennessy Advisors Inc.	263,900	$25.26M	0.8%	+3.0%	0.023%
8/20/2026	Sheets Smith Wealth Management	12,049	$1.15M	0.1%	-3.6%	0.001%
8/20/2026	Cullinan Associates Inc.	102,972	$9.86M	0.7%	-0.3%	0.009%
8/20/2026	Greenleaf Trust	28,986	$2.77M	0.0%	+3.2%	0.003%
8/19/2026	Capital Advisors Inc. OK	1,139,024	$109.02M	1.6%	+9.6%	0.099%
8/19/2026	Delta Asset Management LLC TN	11,711	$1.12M	0.1%	-2.7%	0.001%
8/19/2026	Trustmark Bank Trust Department	78,838	$7.55M	0.4%	-0.2%	0.007%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	5,681,674	$543.79M	0.1%	+9.8%	0.494%
8/19/2026	New Mexico Educational Retirement Board	54,787	$5.24M	0.1%	+8.3%	0.005%
8/19/2026	Royal London Asset Management Ltd.	117,350	$11.23M	0.0%	-1.1%	0.010%
8/19/2026	Nissay Asset Management Corp Japan	150,242	$14.38M	0.1%	+6.5%	0.013%
8/19/2026	Hsbc Holdings PLC	1,992,743	$191.12M	0.1%	+19.1%	0.173%
8/19/2026	Field & Main Bank	9,940	$951K	0.2%	N/A	0.001%
8/19/2026	Archer Investment Corp	7,663	$733K	0.1%	N/A	0.001%
8/19/2026	Kingsview Wealth Management LLC	41,582	$3.98M	0.0%	N/A	0.004%
8/18/2026	Beacon Pointe Advisors LLC	94,275	$9.02M	0.0%	N/A	0.008%
8/18/2026	Rakuten Investment Management Inc.	184,383	$17.84M	0.1%	N/A	0.016%
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8/18/2026	RB Capital Management LLC	4,799	$459K	0.1%	N/A	0.000%
8/18/2026	Glenview Trust Co	34,739	$3.33M	0.0%	N/A	0.003%
8/18/2026	North Star Asset Management Inc.	2,826	$270K	0.0%	N/A	0.000%
8/18/2026	Empowered Funds LLC	70,759	$6.77M	0.0%	N/A	0.006%
8/18/2026	United Capital Financial Advisors LLC	81,604	$7.81M	0.0%	N/A	0.007%
8/18/2026	Dearborn Partners LLC	16,886	$1.62M	0.1%	N/A	0.001%
8/18/2026	Brooks Moore & Associates Inc.	24,673	$2.36M	1.1%	N/A	0.002%
8/18/2026	Bank OZK	44,723	$4.28M	1.3%	N/A	0.004%
8/18/2026	Hayek Kallen Investment Management	28,200	$2.70M	0.8%	N/A	0.002%
8/18/2026	Equitable Holdings Inc.	83,999	$8.04M	0.0%	N/A	0.007%

SO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,437 institutional investors and hedge funds held shares of Southern. The most heavily invested institutionals were California State Teachers Retirement System ($12.02B), 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), and Geode Capital Management LLC ($2.38B).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 2,093 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: California State Teachers Retirement System ($124.34M), Norges Bank ($35.89M), Capital World Investors ($33.16M), Mizuho Securities USA LLC ($14.56M), Legal & General Group Plc ($7.99M), Vanguard Group Inc. ($5.97M), and Nuveen LLC ($5.64M).

Institutional investors have bought a total of 229,966,195 shares in the last 24 months. This purchase volume represents approximately $21.64B in transactions.

Of the 925 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 504,389,420 shares in the last 24 months. This volume of shares sold represents approximately $44.34B in transactions.

Related Companies

Institutional ownership data for NYSE:SO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.

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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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