SO Ownership

Southern Co - Institutional & insider holdings

Ownership Breakdown

Institutions

69+

Stock Price

$92.05

Top Institutional Holders

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HolderSharesValue% Owned
Vanguard Group Inc108.06M$10.00B958.55%
BlackRock Inc88.56M$8.19B785.63%
State Street Corp62.98M$5.83B558.68%
JPMorgan Chase & Co43.34M$4.01B384.44%
T. Rowe Price Associates, Inc.36.43M$3.37B323.12%
Geode Capital Management, LLC28.36M$2.62B251.53%
FMR Inc22.89M$2.12B203.03%
American Funds Income Fund of Amer A22.31M$2.06B197.94%
Franklin Resources Inc16.81M$1.56B149.11%
Massachusetts Financial Services Company15.60M$1.44B138.35%
iShares Core S&P 500 ETF14.24M$1.32B126.34%
Fidelity 500 Index14.06M$1.30B124.74%
NORGES BANK12.75M$1.18B113.07%
Northern Trust Corp9.83M$909.23M87.18%
Ameriprise Financial Inc9.44M$873.02M83.70%

Recent Insider Trading

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Insider trading data for SO is being updated.

Insider trades are reported via SEC Form 4.

Understanding Stock Ownership

Institutional Ownership

Large investors like hedge funds and mutual funds that manage $100M+ must disclose their holdings quarterly via 13F filings. High institutional ownership often indicates strong fundamentals.

Insider Ownership

Company executives and directors must report their trades via SEC Form 4. Insider buying can signal confidence, while selling may occur for various reasons including diversification.

Why It Matters

Ownership structure reveals who believes in the company. Institutional investors conduct deep research, while insider buying shows internal confidence. Track ownership changes for investment signals.

Data Sources

Institutional data from SEC 13F filings (quarterly), insider trades from Form 4 filings (within 2 business days), and company proxy statements (annual ownership disclosures).

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Frequently Asked Questions

Who owns SO?

SO (Southern Co) is owned by institutional investors (multiple), company insiders (various holdings), and retail investors. The largest institutional holders are disclosed in quarterly SEC 13F filings.

What is SO institutional ownership?

SO has significant institutional ownership from hedge funds, mutual funds, and investment firms. Check the holdings table above for detailed data.

What is SO insider ownership?

Company insiders hold shares of SO. Insider trading activity is tracked through SEC Form 4 filings.

Are SO insiders buying or selling?

Check the insider trading activity section above for the latest SO insider transactions.

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