Southern Ownership | Who Owns Southern?
Southern Ownership Summary
Southern is owned by 70.52% institutional investors, 0.09% insiders, and 29.39% retail investors. Vanguard group is the largest institutional shareholder, holding 9.67% of SO shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.16% of its assets in Southern shares.
SO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern | 70.52% | 0.09% | 29.39% |
| Sector | Utilities Stocks | 61.33% | 8.03% | 30.65% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 106.41M | 9.67% | $10.08B |
| Blackrock funding, inc. /de | 86.82M | 7.89% | $8.23B |
| Blackrock | 77.69M | 7.10% | $6.03B |
| Jpmorgan chase | 69.82M | 6.35% | $6.62B |
| State street | 57.38M | 5.25% | $4.45B |
| Capital world investors | 33.55M | 3.05% | $3.18B |
| Geode capital management | 26.87M | 2.44% | $2.55B |
| Fmr | 24.51M | 2.23% | $2.32B |
| Massachusetts financial services co /ma/ | 19.81M | 1.80% | $1.88B |
| Capital investors | 19.66M | 1.79% | $1.86B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Capital & planning | 141.77K | 8.30% | $13.44M |
| Signature wealth management group | 120.02K | 4.41% | $11.37M |
| Chronos wealth management | 86.09K | 4.00% | $8.16M |
| Windle wealth | 91.26K | 3.87% | $8.65M |
| Meketa investment group inc /adv | 12.18K | 3.79% | $1.15M |
| Aull & monroe investment management | 77.70K | 3.76% | $7.36B |
| Soroban capital partners lp | 4.10M | 3.67% | $376.27M |
| Liberty one investment management | 685.77K | 3.66% | $65.01M |
| Carson advisory | 69.82K | 3.57% | $6.62M |
| Griffith & werner | 63.88K | 3.00% | $5.80M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 33.55M | 0.43% | 25.57M |
| Norges bank | 10.30M | 0.11% | 10.30M |
| Soroban capital partners lp | 4.10M | 3.67% | 1.87M |
| Point72 asset management | 1.20M | 0.22% | 1.20M |
| Royal bank of canada | 8.48M | 0.14% | 1.07M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 19.66M | 0.30% | -6.23M |
| Laurel wealth advisors | 47.34K | 0.63% | -4.37M |
| Price t rowe associates inc /md/ | 15.88M | 0.15% | -2.15M |
| Clearbridge investments | - | - | -1.74M |
| Qube research | 473.81K | 0.04% | -1.70M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 10.30M | 0.11% | 10.30M | $848.02M |
| Point72 asset management | 1.20M | 0.22% | 1.20M | $109.97M |
| First horizon | 153.64K | 0.68% | 153.64K | $14.56M |
| Kettle hill capital management | 129.46K | 2.76% | 129.46K | $12.27M |
| Shaolin capital management | 125.00K | 0.27% | 125.00K | $9.70B |
Sold Out
| Holder | Change |
|---|---|
| Eq wealth advisors | -1.00 |
| Synergy asset management | -1.00 |
| Mendota financial group | -1.00 |
| Belmont capital | -3.00 |
| Perkins coie trust | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 2,198 | -1.79% | 775,669,159 | 4.91% | 70 | 1.56% | 1,057 | -6.63% | 711 | -2.47% |
| Mar 31, 2025 | 2,211 | 3.13% | 738,148,577 | -0.99% | 67 | 1.45% | 1,121 | -0.44% | 723 | 7.43% |
| Dec 31, 2024 | 2,044 | -0.05% | 742,906,631 | 1.31% | 67 | 1.52% | 1,057 | 7.20% | 653 | -6.58% |
| Sep 30, 2024 | 2,018 | 5.38% | 732,102,627 | -0.17% | 66 | 1.49% | 976 | 7.02% | 683 | 6.06% |
| Jun 30, 2024 | 1,882 | 1.84% | 731,037,043 | 4.19% | 66 | 1.62% | 900 | 6.26% | 629 | -8.04% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 34.75M | 3.16% | 69.76K |
| Vanguard Total Stock Mkt Idx Inv | 34.59M | 3.14% | -802.18K |
| Vanguard Institutional 500 Index Trust | 31.16M | 2.83% | 214.83K |
| Vanguard 500 Index Investor | 27.20M | 2.47% | -3.99M |
| The Utilities Select Sector SPDR® ETF | 17.81M | 1.62% | -14.36K |
| American Funds Washington Mutual A | 14.12M | 1.28% | 1.45M |
| Capital Group Wash Mutual Invtrs Comp | 14.12M | 1.28% | 1.45M |
| Fidelity 500 Index | 13.93M | 1.27% | 5.96K |
| SPDR® S&P 500 ETF | 13.62M | 1.24% | -199.64K |
| SPDR® S&P 500® ETF Trust | 13.26M | 1.21% | -69.55K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 30, 2025 | Anderson Bryan D | EVP | Sell | $582.31K |
| Aug 11, 2025 | Spainhour Sterling A Jr. | EVP & CLO | Sell | $226.15K |
| Jul 21, 2025 | Greene Kimberly S, | Chairman, President & CEO, GPC | Sell | $1.25M |
| May 23, 2025 | Cummiskey Christopher | EVP | Sell | $1.10M |
| Mar 31, 2025 | Connally Stan W | EVP & COO | Sell | $1.15M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 8 |
| 2024 Q4 | - | 4 |
SO Ownership FAQ
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