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Institutional Holders of SO

There is a long list of 1807 institutional holders of SO within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SO by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SO table below, the initial column indicates the name of each top institutional holder of SO, with a link to that fund's top holdings. The next columns indicate the amount of SO stock held by each of the institutional holders of SO, followed by the SO position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.99,608,563$6,984,552 12/31/2023
     SO99,608,563$6,984,552 12/31/2023
BlackRock Inc.77,732,498$5,450,603 12/31/2023
     SO77,732,498$5,450,603 12/31/2023
State Street Corp63,606,390$4,460,080 12/31/2023
     SO63,606,390$4,460,080 12/31/2023
FMR LLC36,298,518$2,545,252 12/31/2023
     SO36,298,518$2,545,252 12/31/2023
Price T Rowe Associates Inc. MD29,900,452$2,096,621 12/31/2023
     SO29,900,452$2,096,621 12/31/2023
Massachusetts Financial Services Co. MA25,419,616$1,782,423 12/31/2023
     SO25,419,616$1,782,423 12/31/2023
Geode Capital Management LLC20,516,976$1,434,268 12/31/2023
     SO20,516,976$1,434,268 12/31/2023
JPMorgan Chase & Co. $1,372,247 12/31/2023
     SO19,518,379$1,368,629 12/31/2023
     Call51,600$3,618 12/31/2023
Capital International Investors16,444,163$1,153,065 12/31/2023
     SO16,444,163$1,153,065 12/31/2023
Franklin Resources Inc.15,658,870$1,098,000 12/31/2023
     SO15,658,870$1,098,000 12/31/2023
Northern Trust Corp10,707,042$750,778 12/31/2023
     SO10,707,042$750,778 12/31/2023
Legal & General Group Plc10,672,375$748,348 12/31/2023
     SO10,672,375$748,348 12/31/2023
Morgan Stanley10,578,520$741,766 12/31/2023
     SO10,578,520$741,766 12/31/2023
Norges Bank8,999,828$631,068 12/31/2023
     SO8,999,828$631,068 12/31/2023
Ameriprise Financial Inc.7,910,276$554,720 12/31/2023
     SO7,910,276$554,720 12/31/2023
Bank of New York Mellon Corp7,211,619$517,362 03/31/2024
     SO7,211,619$517,362 03/31/2024
Bank of America Corp DE $517,287 12/31/2023
     SO7,384,369$517,792 12/31/2023
     Put32,000$2,244 12/31/2023
     Call24,800$1,739 12/31/2023
California Public Employees Retirement System6,554,659$459,613 12/31/2023
     SO6,554,659$459,613 12/31/2023
Federated Hermes Inc.6,175,189$433,004 12/31/2023
     SO6,175,189$433,004 12/31/2023
Charles Schwab Investment Management Inc.6,089,460$426,993 12/31/2023
     SO6,089,460$426,993 12/31/2023
Nuveen Asset Management LLC5,857,306$425,454 12/31/2023
     SO5,857,306$425,454 12/31/2023
Invesco Ltd.5,822,430$408,269 12/31/2023
     SO5,822,430$408,269 12/31/2023
Pictet Asset Management Holding SA5,355,009$375,493 12/31/2023
     SO5,355,009$375,493 12/31/2023
Goldman Sachs Group Inc.5,342,394$374,609 12/31/2023
     SO5,342,394$374,609 12/31/2023
UBS Asset Management Americas Inc.4,655,674$326,456 12/31/2023
     SO4,655,674$326,456 12/31/2023
Mitsubishi UFJ Trust & Banking Corp4,577,501$321,084 12/31/2023
     SO4,577,501$321,084 12/31/2023
Ensign Peak Advisors Inc4,272,732$299,604 12/31/2023
     SO4,272,732$299,604 12/31/2023
Wells Fargo & Company MN $276,078 12/31/2023
     SO3,938,521$276,169 12/31/2023
     Put1,300$91 12/31/2023
Royal Bank of Canada3,556,003$249,348 12/31/2023
     SO3,556,003$249,348 12/31/2023
Wellington Management Group LLP3,529,052$247,457 12/31/2023
     SO3,529,052$247,457 12/31/2023
Barclays PLC3,463,547$242,863 12/31/2023
     SO3,463,547$242,863 12/31/2023
Swiss National Bank3,410,200$239,123 12/31/2023
     SO3,410,200$239,123 12/31/2023
Sumitomo Mitsui Trust Holdings Inc.2,742,041$196,714 03/31/2024
     SO2,742,041$196,714 03/31/2024
Rare Infrastructure Ltd2,771,242$194,319 12/31/2023
     SO2,771,242$194,319 12/31/2023
Cohen & Steers Inc.2,503,670$175,557 12/31/2023
     SO2,503,670$175,557 12/31/2023
Envestnet Asset Management Inc.2,487,028$174,390 12/31/2023
     SO2,487,028$174,390 12/31/2023
Jennison Associates LLC2,397,784$168,133 12/31/2023
     SO2,397,784$168,133 12/31/2023
First Trust Advisors LP2,316,630$162,442 12/31/2023
     SO2,316,630$162,442 12/31/2023
UBS Group AG $161,270 12/31/2023
     SO2,325,719$163,079 12/31/2023
     Put25,800$1,809 12/31/2023
Twin Tree Management LP $156,613 12/31/2023
     Call2,233,500$156,613 12/31/2023
Raymond James & Associates2,120,155$152,100 03/31/2024
     SO2,120,155$152,100 03/31/2024
Bank of Montreal Can2,112,230$151,447 12/31/2023
     SO2,112,230$151,447 12/31/2023
Rhumbline Advisers2,119,903$148,648 12/31/2023
     SO2,119,903$148,648 12/31/2023
National Pension Service2,085,865$146,261 12/31/2023
     SO2,085,865$146,261 12/31/2023
LPL Financial LLC2,085,459$146,232 12/31/2023
     SO2,085,459$146,232 12/31/2023
Commonwealth of Pennsylvania Public School Empls Retrmt SYS2,050,200$143,760 12/31/2023
     SO2,050,200$143,760 12/31/2023
Dimensional Fund Advisors LP1,978,884$138,760 12/31/2023
     SO1,978,884$138,760 12/31/2023
Amundi1,877,054$134,904 12/31/2023
     SO1,877,054$134,904 12/31/2023
Deutsche Bank AG1,859,613$130,396 12/31/2023
     SO1,859,613$130,396 12/31/2023
Confluence Investment Management LLC1,789,977$128,413 03/31/2024
     SO1,789,977$128,413 03/31/2024

See All: Funds Holding SO
See Details: Top 10 Hedge Funds Holding SO
Also See: SO Insider Buying
Also See: SO Holdings Changes
Analysts Forecast: Southern Price Target

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