13FBOX
SOUTHERN CO · 13F Institutional Holdings
Options Calculator Rankings
September Rewards Event: invite 5 friends to register as members — no payment required — and get a 1-year PRO membership upgrade. So easy!

SOUTHERN CO

SO
Institutions
2381
Combined AUM (Q2 2026)
$83.59B
Combined Shares (Q2 2026)
893.8M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+77.5M
1,251 institutions added · 155 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-44.5M
862 institutions reduced · 140 exits
Est. sell amount
⚖️ Net Share Change
+33.0M
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$83.59B
Institutions
2381
New Buys
155
Adds
1096
Reduces
722
Exits
140
Unchanged
408
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.13%0.15%#816$9.02B95.5M$8.86B93.1M+2.3M+2.51%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.15%0.17%#740$7.05B73.7M$6.90B71.5M+2.1M+2.97%Add
Capital World Investors
0.75%0.82%#135$6.39B70.7M$6.03B67.9M+2.8M+4.09%Add
STATE STREET CORP
0.18%0.21%#620$6.23B65.4M$6.11B63.5M+1.9M+3.01%Add
PRICE T ROWE ASSOCIATES INC /MD/
0.45%0.41%#269$4.54B48.4M$3.62B38.4M+10.0M+26.03%Add
JPMORGAN CHASE & CO
0.18%0.27%#635$3.28B33.9M$4.21B43.4M-9.6M-22.06%Reduce
GEODE CAPITAL MANAGEMENT, LLC
0.15%0.17%#741$2.82B29.3M$2.75B28.4M+960,236+3.39%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.12%0.13%#912$2.59B27.0M$2.52B26.1M+886,834+3.39%Add
FMR LLC
0.09%0.12%#1048$2.18B23.0M$2.23B23.3M-355,290-1.52%Reduce
FRANKLIN RESOURCES INC
0.4%0.42%#308$1.93B23.6M$1.97B23.6M+20,138+0.09%Add
GOLDMAN SACHS GROUP INC
0.12%0.07%#878$1.40B14.6M$595.7M6.2M+8.4M+136.23%Add
NORGES BANK
0.14%0.14%#794$1.37B14.4M$979.7M10.7M+3.7M+34.76%Add
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.43%0.51%#282$1.32B13.8M$1.50B15.6M-1.8M-11.31%Reduce
MORGAN STANLEY
0.07%0.08%#1270$1.30B13.6M$1.33B21.0M-7.4M-35.15%Reduce
AMERIPRISE FINANCIAL INC
0.2%0.22%#579$980.2M10.9M$970.9M10.6M+257,981+2.43%Add
NORTHERN TRUST CORP
0.11%0.13%#968$933.7M9.8M$948.5M9.8M-72,094-0.73%Reduce
ROYAL BANK OF CANADA
0.12%0.15%#864$834.8M8.7M$844.9M8.8M-31,096-0.36%Reduce
BANK OF AMERICA CORP /DE/
0.05%0.06%#1457$810.4M8.5M$810.7M8.4M+120,260+1.43%Add
Legal & General Group Plc
0.15%0.18%#724$737.3M7.7M$757.5M7.8M-145,265-1.85%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.09%0.1%#1049$707.0M7.4M$686.4M7.1M+275,333+3.87%Add
Bank of New York Mellon Corp
0.11%0.13%#927$696.6M7.3M$702.5M7.3M-156-0.00%Reduce
VANGUARD FIDUCIARY TRUST CO
0.13%0.15%#817$605.9M6.3M$598.1M6.2M+133,202+2.15%Add
Boston Partners
0.53%<0.01%#225$591.1M6.2M$3.9M40,704+6.1M+15,069.09%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.1%0.1%#1028$543.8M5.7M$499.3M5.2M+508,149+9.82%Add
Invesco Ltd.
0.04%0.08%#1582$536.3M5.6M$537.1M5.6M+39,318+0.70%Add
WELLINGTON MANAGEMENT GROUP LLP
0.09%0.08%#1085$528.3M5.5M$435.9M4.5M+1.0M+22.23%Add
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
0.25%0.35%#472$451.5M4,884$468,7814,88400.00%Unchanged
Amundi
0.1%0.09%#999$425.7M4.4M$320.9M3.3M+1.1M+33.79%Add
Nuveen, LLC
0.1%0.11%#1007$424.9M4.9M$408.8M4.5M+339,230+7.48%Add
WELLS FARGO & COMPANY/MN
0.07%0.08%#1288$412.4M4.3M$430.0M4.5M-145,226-3.26%Reduce
Russell Investments Group, Ltd.
0.3%0.11%#415$386.4M6.7M$112.4M5.0M+1.7M+34.77%Add
UBS Group AG
0.05%0.06%#1531$360.6M3.8M$418.4M4.3M-569,914-13.12%Reduce
Pictet Asset Management Holding SA
0.34%0.43%#360$360.5M3.8M$408.9M4.2M-470,170-11.10%Reduce
RAYMOND JAMES FINANCIAL INC
0.09%0.09%#1129$316.6M3.3M$304.3M3.2M+157,855+5.01%Add
LPL Financial LLC
0.07%0.08%#1265$306.6M3.2M$296.4M3.1M+132,661+4.32%Add
Swiss National Bank
0.16%0.18%#705$304.3M3.2M$311.9M3.2M-51,800-1.60%Reduce
Mawer Investment Management Ltd.
1.97%2.14%#31$289.4M3.0M$330.3M3.4M-398,445-11.64%Reduce
DEUTSCHE BANK AG\
0.08%0.07%#1161$282.8M3.0M$204.4M2.1M+837,840+39.57%Add
National Pension Service
0.18%0.21%#632$280.7M2.9M$277.9M2.9M+54,111+1.88%Add
BANK OF MONTREAL /CAN/
0.09%0.06%#1078$273.8M2.9M$166.2M1.7M+1.1M+66.13%Add
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
0.38%0.01%#323$273.4M2.9M$6.7M69,159+2.8M+4,030.31%Add
VOYA INVESTMENT MANAGEMENT LLC
0.23%0.29%#508$265.5M5.0M$278.4M5.2M-103,335-2.01%Reduce
Mitsubishi UFJ Asset Management Co., Ltd.
0.15%0.16%#755$264.8M2.8M$241.4M2.5M+266,285+10.65%Add
CITADEL ADVISORS LLC
0.03%0.03%#1766$263.7M2.8M$192.7M2.0M+757,940+37.96%Add
DIMENSIONAL FUND ADVISORS LP
0.05%0.05%#1500$263.6M2.8M$256.3M2.7M+98,848+3.72%Add
BARCLAYS PLC
0.05%0.11%#1480$258.5M2.7M$440.6M4.6M-1.9M-40.82%Reduce
ENVESTNET ASSET MANAGEMENT INC
0.06%0.06%#1400$240.5M2.5M$236.1M2.4M+67,290+2.75%Add
CITIGROUP INC
0.08%0.11%#1187$238.8M2.5M$256.8M2.7M-179,079-6.63%Reduce
Sumitomo Mitsui Trust Group, Inc.
0.14%0.15%#803$238.5M2.5M$235.5M2.4M+52,894+2.17%Add
Vanguard Global Advisers, LLC
0.11%0.13%#969$233.0M2.4M$232.6M2.4M+25,113+1.04%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow