Southern Company — Institutional Ownership
Which tracked institutions hold SO, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
60
Funds holding
$26123643162
Total value held
Buying
44 added/new · 15 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $8722387162 | 90368703 | +1804945 | +2.04% |
| 2 | State Street Corp | $6078838094 | 62980088 | +1489394 | +2.42% |
| 3 | Franklin Resources Inc | $1622434519 | 16809309 | +1468565 | +9.57% |
| 4 | Morgan Stanley | $1246562483 | 12915066 | -233173 | -1.77% |
| 5 | Northern Trust Corp | $948543157 | 9827426 | +3576 | +0.04% |
| 6 | Ameriprise Financial Inc | $910453128 | 9435986 | -37136 | -0.39% |
| 7 | Royal Bank Of Canada | $844857000 | 8753175 | — | NEW BUY |
| 8 | Bank Of America Corp /De/ | $808894778 | 8380592 | +392210 | +4.91% |
| 9 | Bank Of New York Mellon Corp | $702531965 | 7278616 | -173377 | -2.33% |
| 10 | Goldman Sachs Group Inc | $594748780 | 6161923 | +1148293 | +22.90% |
| 11 | Invesco Ltd. | $467115280 | 5356827 | +284635 | +5.61% |
| 12 | Barclays Plc | $440564672 | 4564491 | — | NEW BUY |
| 13 | Wells Fargo & Company/Mn | $349716148 | 4010506 | +60279 | +1.53% |
| 14 | Franklin Resources Inc | $346889317 | 6748819 | +763102 | +12.75% |
| 15 | Raymond James Financial Inc | $304272356 | 3152402 | +57320 | +1.85% |
| 16 | Pinnacle Financial Partners, Inc. | $185701033 | 1923892 | — | NEW BUY |
| 17 | Citigroup Inc | $168960778 | 1937624 | +885905 | +84.23% |
| 18 | Bank Of Montreal /Can/ | $166205626 | 1721982 | — | NEW BUY |
| 19 | Janus Henderson Group Plc | $165392640 | 1713552 | — | NEW BUY |
| 20 | Prudential Financial Inc | $153523843 | 1590591 | +617666 | +63.49% |
| 21 | Blackrock, Inc. | $141399704 | 2750967 | — | NEW BUY |
| 22 | Principal Financial Group Inc | $139545237 | 1445765 | -23405 | -1.59% |
| 23 | Truist Financial Corp | $93735745 | 971154 | +33099 | +3.53% |
| 24 | Pnc Financial Services Group, Inc. | $52818961 | 547233 | +34237 | +6.67% |
| 25 | Sei Investments Co | $51537982 | 533959 | — | NEW BUY |
| 26 | Us Bancorp \De\ | $39560754 | 409864 | -9978 | -2.38% |
| 27 | Toronto Dominion Bank | $33831454 | 350492 | — | NEW BUY |
| 28 | Fifth Third Bancorp | $32039882 | 331950 | +225327 | +211.33% |
| 29 | Blackrock, Inc. | $30644475 | 27588000 | +2575000 | +10.29% |
| 30 | State Street Corp | $27178420 | 526000 | -39000 | -6.90% |
| 31 | Hancock Whitney Corp | $24836602 | 257287 | -11142 | -4.15% |
| 32 | State Street Corp | $20074766 | 17850000 | +300000 | +1.71% |
| 33 | Bank Of Nova Scotia | $19149987 | 198404 | — | NEW BUY |
| 34 | Regions Financial Corp | $18120182 | 187735 | +1347 | +0.72% |
| 35 | Royal Bank Of Canada | $16715000 | 15048000 | — | NEW BUY |
| 36 | Bank Of America Corp /De/ | $14027056 | 12628000 | -1720000 | -11.99% |
| 37 | M&T Bank Corp | $13802972 | 158292 | +10531 | +7.13% |
| 38 | Banco Bilbao Vizcaya Argentaria, S.A. | $13249290 | 137624 | — | NEW BUY |
| 39 | Citigroup Inc | $11125609 | 10427000 | +8880000 | +574.01% |
| 40 | Invesco Ltd. | $10670000 | 10000000 | -1100000 | -9.91% |
| 41 | Associated Banc-Corp | $10525312 | 109048 | +16101 | +17.32% |
| 42 | Franklin Resources Inc | $8601651 | 7735000 | +232000 | +3.09% |
| 43 | Equitable Holdings, Inc. | $7977491 | 91214 | — | NEW BUY |
| 44 | Goldman Sachs Group Inc | $7775550 | 7000000 | -1678000 | -19.34% |
| 45 | City Holding Co | $7480860 | 77507 | +1525 | +2.01% |
| 46 | Allstate Corp | $7269602 | 83367 | +42733 | +105.17% |
| 47 | Stonex Group Inc. | $7003537 | 72568 | -31296 | -30.13% |
| 48 | Morgan Stanley | $4282095 | 3855000 | +457000 | +13.45% |
| 49 | Bank Ozk | $4035018 | 41805 | — | NEW BUY |
| 50 | Westwood Holdings Group Inc | $2763560 | 28632 | -274354 | -90.55% |
| 51 | Nomura Holdings Inc | $2674955 | 27714 | — | NEW BUY |
| 52 | Citizens Financial Group Inc/Ri | $2616126 | 27104 | -1511 | -5.28% |
| 53 | Morgan Stanley | $2570000 | 50000 | — | Held |
| 54 | Invesco Ltd. | $2518000 | 50000 | — | NEW BUY |
| 55 | Citigroup Inc | $2518000 | 50000 | — | NEW BUY |
| 56 | Hilltop Holdings Inc. | $2247248 | 23283 | -6849 | -22.73% |
| 57 | Atlantic Union Bankshares Corp | $2217086 | 25425 | +1100 | +4.52% |
| 58 | Barclays Plc | $2142683 | 1928000 | — | NEW BUY |
| 59 | Wells Fargo & Company/Mn | $1970093 | 1843000 | +274000 | +17.46% |
| 60 | Bank Of America Corp /De/ | $1797458 | 34970 | -102473 | -74.56% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.