The Southern Company (SO) Ownership
SO ownership summary
as of October 18, 2026- Institutions
- 74.3% of shares outstanding
- Insiders
- 0.10% of shares outstanding
- Shares outstanding
- 1.15B
- Float
- 1.15B shares available to trade
- Short interest
- 2.55% 29.3M shares short
- Days to cover
- 4.63 short interest down 16.6% vs prior month
- Institutions 74.31%
- Insiders 0.10%
- Other investors 25.59%
SO top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 8.08% | 93.0M | $8.48B | +2.6M (+2.9%) | June 30, 2026 |
| 2 | Vanguard Capital Management, LLC | 6.40% | 73.7M | $6.72B | +2.1M (+3.0%) | June 30, 2026 |
| 3 | State Street Corp | 5.63% | 64.8M | $5.91B | +1.8M (+2.9%) | June 30, 2026 |
| 4 | Capital World Investors | 5.43% | 62.5M | $5.70B | +6.3M (+11.2%) | June 30, 2026 |
| 5 | T. Rowe Price Associates, Inc. | 4.03% | 46.4M | $4.23B | +10.0M (+27.4%) | June 30, 2026 |
| 6 | JPMorgan Chase & Co | 2.85% | 32.8M | $2.99B | −10.6M (−24.4%) | June 30, 2026 |
| 7 | Geode Capital Management, LLC | 2.55% | 29.3M | $2.67B | +960,236 (+3.4%) | June 30, 2026 |
| 8 | Vanguard Portfolio Management, LLC | 2.35% | 27.0M | $2.46B | +886,834 (+3.4%) | June 30, 2026 |
| 9 | FMR Inc | 1.96% | 22.5M | $2.05B | −350,690 (−1.5%) | June 30, 2026 |
| 10 | Franklin Templeton Inc | 1.44% | 16.6M | $1.51B | −247,401 (−1.5%) | June 30, 2026 |
| 11 | The Goldman Sachs Group Inc | 1.27% | 14.6M | $1.33B | +8.7M (+149.6%) | June 30, 2026 |
| 12 | NORGES BANK | 1.25% | 14.4M | $1.31B | +1.6M (+12.7%) | June 30, 2026 |
| 13 | Massachusetts Financial Services Company | 1.20% | 13.8M | $1.26B | −1.8M (−11.3%) | June 30, 2026 |
| 14 | Morgan Stanley - Brokerage Accounts | 1.18% | 13.5M | $1.23B | +624,619 (+4.8%) | June 30, 2026 |
| 15 | Northern Trust Corp | 0.85% | 9.8M | $889.5M | −72,094 (−0.7%) | June 30, 2026 |
| 16 | Ameriprise Financial Inc | 0.83% | 9.6M | $872.5M | +132,926 (+1.4%) | June 30, 2026 |
| 17 | Royal Bank of Canada | 0.76% | 8.7M | $795.2M | −31,725 (−0.4%) | June 30, 2026 |
| 18 | Bank of America Corp | 0.73% | 8.4M | $765.2M | +11,920 (+0.1%) | June 30, 2026 |
| 19 | Legal & General Group PLC | 0.67% | 7.7M | $702.4M | −145,265 (−1.9%) | June 30, 2026 |
| 20 | Charles Schwab Investment Management Inc | 0.64% | 7.4M | $673.5M | +275,333 (+3.9%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 13 holders added 36.1M shares and 7 cut 13.2M.
SO top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 3.12% | 35.9M | $3.27B | −60,359 (−0.2%) | August 31, 2026 |
| 2 | Vanguard 500 Index Investor | 2.63% | 30.2M | $2.76B | +258,683 (+0.9%) | September 30, 2026 |
| 3 | State Street®UtilSelSectSPDR®ETF | 1.72% | 19.8M | $1.80B | +203,352 (+1.0%) | September 30, 2026 |
| 4 | American Funds Income Fd of Amer A | 1.63% | 18.8M | $1.71B | −4.7M (−20.0%) | September 30, 2026 |
| 5 | iShares Core S&P 500 ETF | 1.33% | 15.3M | $1.40B | −24,679 (−0.2%) | September 30, 2026 |
| 6 | Fidelity 500 Index | 1.27% | 14.6M | $1.33B | +56,242 (+0.4%) | August 31, 2026 |
| 7 | State Street® SPDR® S&P 500® ETF | 1.23% | 14.1M | $1.29B | — | September 30, 2026 |
| 8 | American Funds American Balanced A | 1.11% | 12.8M | $1.17B | +596,488 (+4.9%) | September 30, 2026 |
| 9 | American Funds Washington Mutual A | 1.10% | 12.7M | $1.16B | +1.8M (+16.5%) | September 30, 2026 |
| 10 | Vanguard MStar Value Index Investor | 0.93% | 10.7M | $979.8M | −40,122 (−0.4%) | September 30, 2026 |
| 11 | Franklin Income A1 | 0.78% | 9.0M | $820.6M | — | August 31, 2026 |
| 12 | Vanguard Utilities ETF | 0.67% | 7.7M | $706.5M | −19,879 (−0.3%) | September 30, 2026 |
| 13 | MFS Value A | 0.55% | 6.3M | $578.4M | −491,292 (−7.2%) | August 31, 2026 |
| 14 | Vanguard Institutional Index I | 0.53% | 6.1M | $554.9M | +60,566 (+1.0%) | September 30, 2026 |
| 15 | T. Rowe Price Value | 0.47% | 5.5M | $497.0M | — | September 30, 2026 |
| 16 | American Funds Cptl Wld Gr&Inc A | 0.47% | 5.4M | $492.5M | — | September 30, 2026 |
| 17 | Columbia Dividend Income Inst | 0.47% | 5.4M | $487.9M | −10,049 (−0.2%) | August 31, 2026 |
| 18 | Vanguard High Dividend Yield ETF | 0.41% | 4.7M | $427.5M | +109,959 (+2.4%) | September 30, 2026 |
| 19 | iShares Core Dividend Growth ETF | 0.34% | 3.9M | $353.7M | +698 (+0.0%) | September 30, 2026 |
| 20 | JPMorgan Equity Premium Income ETF | 0.32% | 3.7M | $332.9M | +2,260 (+0.1%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
SO insider transactions
latest 6| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-30 | Kimberly S Greene | Sell | $96.67 | 25,000 | $2.4M |
| 2026-03-19 | Christopher Cummiskey | Sell | $96.55 | 6,669 | $643,892 |
| 2025-12-02 | Jared Moskowitz | Buy | $89.04 | — | — |
| 2025-09-23 | Val T. Hoyle | Sell | $93.63 | — | — |
| 2025-08-28 | Marjorie Taylor Greene | Buy | $92.30 | — | — |
| 2025-07-21 | Kimberly S Greene | Sell | $95.00 | 13,158 | $1.3M |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
SO shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns SO
Institutional investors own 74.3% of Southern Company's shares and insiders 0.10%. The largest holder is BlackRock Inc with 8.08% of the shares (93.0M), as of June 30, 2026. Among the top 20 institutions, 13 added shares and 7 reduced their stake in the latest filings. Short interest is 2.55% of the float, or 4.63 days of average trading volume. The share count rose 22.1% since 2014.
Related: SO analyst forecast, SO key metrics, SO dividend history. See the SO stock overview for the latest quote and news.
SO ownership FAQ
Who owns the most Southern Company stock?
The largest shareholders of Southern Company are BlackRock Inc (8.08%), Vanguard Capital Management, LLC (6.40%), State Street Corp (5.63%), Capital World Investors (5.43%), T. Rowe Price Associates, Inc. (4.03%).
What percentage of Southern Company is owned by institutions?
Institutions hold 74.3% of Southern Company's shares outstanding; insiders hold 0.10%.
Which funds own Southern Company?
The largest fund holders of Southern Company are Vanguard MStar Total Stk Mkt Idx Invest (3.12%), Vanguard 500 Index Investor (2.63%), State Street®UtilSelSectSPDR®ETF (1.72%), American Funds Income Fd of Amer A (1.63%), iShares Core S&P 500 ETF (1.33%).
What is Southern Company's short interest?
29.3M shares of Southern Company were sold short, 2.55% of the float; at the average daily volume it would take 4.63 days to cover.
Are insiders buying or selling Southern Company?
Of the latest 6 reported insider transactions in Southern Company (since July 21, 2025), 2 were purchases and 4 were sales.
How many shares of Southern Company are outstanding?
Southern Company has 1.15B shares outstanding, of which 1.15B are in the public float.
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