The Southern Company
The Southern Company (SO) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · SO · as of Sep 30, 2025
Ownership Breakdown
2,273
Institutional Holders
▲ 29 vs Q2
$74.55B
Total Inst. Value
▲ $3.74B vs Q2
1.13B
Shares Outstanding
freeFloat 99.78%
801.42M
13F Shares Held
▲ 25.88M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
SO largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC electric services | 106.41M | 9.67% | 9.67% | $10.08T | Nov 7, 2025 | ▲ 510.1K |
BLACKROCK, INC. electric services | 86.82M | 7.89% | 7.89% | $8.23T | Nov 12, 2025 | ▼ 357.1K |
JPMORGAN CHASE & CO electric services | 69.82M | 6.35% | 6.35% | $6.62T | Nov 26, 2025 | ▲ 855.7K |
STATE STREET CORP electric services | 59.12M | 5.38% | 5.38% | $5.60T | Nov 14, 2025 | ▲ 8.4K |
CAPITAL WORLD INVESTORS electric services | 33.55M | 3.05% | 3.05% | $3.18T | Nov 13, 2025 | ▲ 25.57M |
PRICE T ROWE ASSOCIATES INC /MD/ electric services | 29.02M | 2.64% | 2.64% | $2.75T | Nov 14, 2025 | ▲ 11.50M |
GEODE CAPITAL MANAGEMENT, LLC electric services | 26.87M | 2.44% | 2.44% | $2.55T | Nov 12, 2025 | ▲ 867.3K |
FMR LLC electric services | 24.51M | 2.23% | 2.23% | $2.32T | Nov 13, 2025 | ▼ 236.2K |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ electric services | 19.81M | 1.80% | 1.80% | $1.88T | Oct 29, 2025 | ▼ 521.6K |
CAPITAL INTERNATIONAL INVESTORS electric services | 19.66M | 1.79% | 1.79% | $1.86T | Nov 13, 2025 | ▼ 6.23M |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
28
Increased
+45.05M shares1
New Positions
first time holders21
Decreased
−14.07M shares0
Sold Out
fully exitedNet shares change (top 50)
+30.97M
+45.05M / −14.07M
Net new holders
+8
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
SO insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
16
Buy transactions
8
Sell transactions
2.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Kim Matthew M. Comptroller | Jun 1, 2026 | Sale | 100 | $91.16 | $9.1K | 6.7K | Form 4 ↗ |
WOMACK CHRISTOPHER C Chairman, President & CEO | May 24, 2026 | Tax Withhold | 3,414 | $94.55 | $322.8K | 213.4K | Form 4 ↗ |
Kim Matthew M. Comptroller | May 1, 2026 | Sale | 100 | $96.57 | $9.7K | 6.8K | Form 4 ↗ |
Kim Matthew M. Comptroller | Apr 1, 2026 | Tax Withhold | 82 | $96.94 | $7.9K | 6.9K | Form 4 ↗ |
JOHNS JOHN D director | Apr 1, 2026 | Award | 464.205 | — | — | 87.4K | Form 4 ↗ |
GRAIN DAVID J director | Apr 1, 2026 | Award | 838.147 | — | — | 85.3K | Form 4 ↗ |
Turner John M JR director | Apr 1, 2026 | Award | 786.569 | — | — | 2.6K | Form 4 ↗ |
SMITH WILLIAM G JR director | Apr 1, 2026 | Award | 851.042 | — | — | 160.8K | Form 4 ↗ |
MEADOR DAVID E director | Apr 1, 2026 | Award | 786.569 | — | — | 9.3K | Form 4 ↗ |
Svinicki Kristine L director | Apr 1, 2026 | Award | 464.205 | — | — | 11.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
The Southern Company (SO) is primarily owned by institutional investors, who hold approximately 71.1% of total shares outstanding. Company insiders own approximately 0.22%, while retail and public investors account for the remaining 28.69%.
The largest institutional shareholder of The Southern Company is VANGUARD GROUP INC, holding approximately 106.41 million shares — equal to 9.67% of outstanding shares — as of September 30, 2025.
A total of 2,273 institutional investors currently hold SO stock, with a combined institutional value of approximately $74.55 billion as of the most recent 13F filing period.
Frequently asked questions
SO ownershipThe Southern Company (SO) is primarily owned by institutional investors, who hold approximately 71.1% of shares. The largest shareholder is VANGUARD GROUP INC with a 9.67% stake. Company insiders hold 0.22%. Data sourced from SEC Form 13F as of September 30, 2025.