Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SOMN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Capital World Investors | 11.6M | $598.4M | +4.8% | 1.014% | 0.08% |
| 2 | FRANKLIN RESOURCES INC | 6.7M | $346.9M | +12.8% | 0.588% | 0.08% |
| 3 | VOYA INVESTMENT MANAGEMENT LLC | 4.8M | $249.3M | +385.0% | 0.422% | 0.26% |
| 4 | BlackRock, Inc. | 2.8M | $141.4M | — | 0.240% | 0.00% |
| 5 | Calamos Advisors LLC | 2.1M | $107.0M | -16.3% | 0.181% | 0.38% |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.0M | $101.1M | -4.2% | 0.170% | 0.09% |
| 7 | Portman Square Capital LLP | 1.3M | $69.2M | -25.2% | 0.116% | 6.35% |
| 8 | AMERIPRISE FINANCIAL INC | 1.2M | $60.4M | +8.6% | 0.102% | 0.01% |
| 9 | ADVENT CAPITAL MANAGEMENT /DE/ | 1.1M | $58.1M | +22.3% | 0.098% | 1.72% |
| 10 | Nuveen, LLC | 647K | $33.2M | +52.9% | 0.056% | 0.01% |
| 11 | CAMDEN ASSET MANAGEMENT L P /CA | 548K | $28.3M | -67.3% | 0.048% | 0.96% |
| 12 | STATE STREET CORP | 526K | $27.2M | -6.9% | 0.046% | 0.00% |
| 13 | VICTORY CAPITAL MANAGEMENT INC | 500K | $25.7M | +11.1% | 0.044% | 0.02% |
| 14 | FMR LLC | 435K | $22.5M | 0.0% | 0.038% | 0.00% |
| 15 | CAPITAL INTERNATIONAL INC /CA/ | 204K | $10.5M | +8.6% | 0.018% | 0.08% |
| 16 | SSI INVESTMENT MANAGEMENT LLC | 171K | $8.8M | +4.7% | 0.015% | 0.61% |
| 17 | CITIGROUP INC | 88K | $4.5M | +76.1% | 0.008% | 0.00% |
| 18 | GABELLI FUNDS LLC | 79K | $4.1M | 0.0% | 0.007% | 0.03% |
| 19 | Russell Investments Group, Ltd. | 3.8M | $3.9M | +38.5% | 0.334% | 0.00% |
| 20 | FEDERATED HERMES, INC. | 60K | $3.1M | 0.0% | 0.005% | 0.01% |
| 21 | JANE STREET GROUP, LLC | 52K | $2.7M | -96.0% | 0.005% | 0.02% |
| 22 | Invesco Ltd. | 50K | $2.6M | 0.0% | 0.004% | 0.00% |
| 23 | MORGAN STANLEY | 50K | $2.6M | 0.0% | 0.004% | 0.00% |
| 24 | BANK OF AMERICA CORP /DE/ | 35K | $1.8M | -74.6% | 0.003% | 0.00% |
| 25 | UBS Group AG | 20K | $1.0M | -79.3% | 0.002% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SOMN — a direct measure of their conviction.
Filings activity in SOMN during Q1 2026, grouped by how each filer changed its position.
2 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 40 | 7.0% | 3.40% | +0.38 pp | $1.92B | +13% |
| Q4 2025 | 43 | — | 3.02% | — | $1.70B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SOMN stock.
Based on Q1 2026 13F filings, institutional ownership of The Southern Company stands at 3.4%, held across 40 reporting institutions.
Capital World Investors is the largest reported institutional holder of SOMN, with approximately 11,642,572 shares worth $0.60B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of SOMN, including JANE STREET GROUP, LLC.
Our composite Smart Money Score for SOMN is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
11 institutions opened new positions in SOMN during Q1 2026, while 14 fully exited. 20 added to existing positions and 9 trimmed.
SOMN institutional ownership rose by 0.38 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 92.0% of all reported 13F value in SOMN, and the top 25 account for 99.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Southern Company (SOMN) Institutional Ownership