Southern Company — Institutional Ownership
Which tracked institutions hold SO, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
80
Funds holding
$31457280606
Total value held
Buying
48 added/new · 22 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $9218564833 | 286967619 | +166259949 | +137.74% |
| 2 | State Street Corp | $6256445080 | 86366512 | +5010424 | +6.16% |
| 3 | Jpmorgan Chase & Co | $3304733601 | 60492201 | -22637549 | -27.23% |
| 4 | Franklin Resources Inc | $1942663609 | 31313266 | +20138 | +0.06% |
| 5 | Goldman Sachs Group Inc | $1396644793 | 14601681 | +8420585 | +136.23% |
| 6 | Morgan Stanley | $1314098866 | 28733077 | +11913011 | +70.83% |
| 7 | Northern Trust Corp | $933682824 | 9755332 | -72094 | -0.73% |
| 8 | Ameriprise Financial Inc | $915962514 | 9759912 | +9759912 | NEW BUY |
| 9 | Royal Bank Of Canada | $851087000 | 23485079 | -316096 | -1.33% |
| 10 | Bank Of America Corp /De/ | $822894493 | 20004822 | -1038740 | -4.94% |
| 11 | Bank Of New York Mellon Corp | $697174357 | 7778460 | -156 | 0.00% |
| 12 | Invesco Ltd. | $544002494 | 12627317 | +12627317 | NEW BUY |
| 13 | Wells Fargo & Company/Mn | $417416077 | 9000611 | +1813774 | +25.24% |
| 14 | Ubs Group Ag | $398869576 | 41652346 | +41652346 | NEW BUY |
| 15 | Raymond James Financial Inc | $316638521 | 3310257 | +157855 | +5.01% |
| 16 | Bank Of Montreal /Can/ | $290145108 | 18993777 | +17271795 | +1003.02% |
| 17 | Barclays Plc | $260042644 | 4069178 | -2423313 | -37.32% |
| 18 | Citigroup Inc | $243893521 | 7365821 | -5048803 | -40.67% |
| 19 | Federated Hermes, Inc. | $188339735 | 1996635 | +1996635 | NEW BUY |
| 20 | Pinnacle Financial Partners, Inc. | $184944257 | 1932339 | +8447 | +0.44% |
| 21 | Janus Henderson Group Plc | $165392640 | 1713552 | +1713552 | NEW BUY |
| 22 | Principal Financial Group Inc | $140015403 | 1462913 | +17148 | +1.19% |
| 23 | Stifel Financial Corp | $102181175 | 1067608 | +1067608 | NEW BUY |
| 24 | Truist Financial Corp | $92990239 | 1011161 | +40007 | +4.12% |
| 25 | Prudential Financial Inc | $58343285 | 609584 | -981007 | -61.68% |
| 26 | Pnc Financial Services Group, Inc. | $53202276 | 555870 | +8637 | +1.58% |
| 27 | Sei Investments Co | $44610685 | 746111 | +212152 | +39.73% |
| 28 | Toronto Dominion Bank | $40150571 | 419515 | +69023 | +19.69% |
| 29 | Us Bancorp \De\ | $39603231 | 413796 | +3891 | +0.95% |
| 30 | Fifth Third Bancorp | $31923477 | 344428 | +12478 | +3.76% |
| 31 | Hennessy Advisors Inc | $25257869 | 263900 | +263900 | NEW BUY |
| 32 | First Horizon Corp | $19265370 | 201289 | +201289 | NEW BUY |
| 33 | Regions Financial Corp | $17961991 | 187671 | -64 | -0.03% |
| 34 | Bank Of Nova Scotia | $15999650 | 167168 | -31236 | -15.74% |
| 35 | M&T Bank Corp | $15734744 | 164406 | +6114 | +3.86% |
| 36 | Banco Bilbao Vizcaya Argentaria, S.A. | $10936951 | 114388 | -23236 | -16.88% |
| 37 | Associated Banc-Corp | $10460241 | 109291 | +243 | +0.22% |
| 38 | Equitable Holdings, Inc. | $8039628 | 83999 | -7215 | -7.91% |
| 39 | Allstate Corp | $7462988 | 77975 | -5392 | -6.47% |
| 40 | City Holding Co | $7189656 | 75121 | -2386 | -3.08% |
| 41 | Nomura Holdings Inc | $6695752 | 69959 | +39562 | +130.15% |
| 42 | Stonex Group Inc. | $6634330 | 69316 | -3252 | -4.48% |
| 43 | Bank Ozk | $4280438 | 44723 | +2918 | +6.98% |
| 44 | Jefferies Financial Group Inc. | $3563570 | 37233 | +37233 | NEW BUY |
| 45 | Westwood Holdings Group Inc | $3504326 | 36614 | +7982 | +27.88% |
| 46 | Southstate Bank Corp | $2974667 | 31080 | +31080 | NEW BUY |
| 47 | Citizens Financial Group Inc/Ri | $2826602 | 29533 | +2429 | +8.96% |
| 48 | Hancock Whitney Corp | $2644562 | 27631 | -229656 | -89.26% |
| 49 | Hilltop Holdings Inc. | $2540390 | 26543 | +3260 | +14.00% |
| 50 | Atlantic Union Bankshares Corp | $2412016 | 25201 | -224 | -0.88% |
| 51 | Zions Bancorporation, National Association /Ut/ | $2184581 | 22825 | +22825 | NEW BUY |
| 52 | Peoples Financial Services Corp. | $1716354 | 17933 | -81 | -0.45% |
| 53 | Park National Corp /Oh/ | $1337641 | 13976 | +950 | +7.29% |
| 54 | Rithm Capital Corp. | $1100665 | 11500 | — | Held |
| 55 | Nicolet Bankshares Inc | $892731 | 9315 | +96 | +1.04% |
| 56 | Cullen/Frost Bankers, Inc. | $836814 | 8743 | +8743 | NEW BUY |
| 57 | Arrow Financial Corp | $818033 | 8547 | +1830 | +27.24% |
| 58 | West Bancorporation Inc | $792957 | 8285 | -1531 | -15.60% |
| 59 | Finward Bancorp | $630346 | 6586 | — | Held |
| 60 | Banco Santander, S.A. | $597135 | 6239 | +6239 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.