Southern Company (SO)
Who owns Southern Company (SO)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 99.8% of the shares are freely tradable; institutional investors hold 72.6%.
Ownership Structure
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.86 | 90,368,703 | +2.0 | 03/31/2026 |
| Vanguard Capital Management, LLC | 6.22 | 71,539,145 | +0.0 | 03/31/2026 |
| State Street Corp | 5.47 | 62,980,088 | +2.4 | 03/31/2026 |
| Capital World Investors | 4.89 | 56,239,873 | +36.7 | 03/31/2026 |
| JPMorgan Chase & Co | 3.77 | 43,337,750 | -29.8 | 03/31/2026 |
| T. Rowe Price Associates, Inc. | 3.17 | 36,425,526 | +5.7 | 03/31/2026 |
| Geode Capital Management, LLC | 2.46 | 28,355,049 | +4.0 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 2.27 | 26,136,857 | +0.0 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard Morn Total Stk Mkt Idx Investor | 3.18 | 35,824,380 | +2.3 | 06/30/2026 |
| Vanguard 500 Index Investor | 2.60 | 29,293,229 | +1.6 | 06/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Data as of: August 3, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.