SOUTHERN CO
CUSIP 842587DP9
Southern Co has 51 institutional holders in Filings Flow’s 13F database, together reporting 787.09M shares worth $889M as of Q3 2025. The largest reported holders are Hudson Bay Capital Management LP, Shaolin Capital Management LLC, and Lazard Asset Management LLC.
Institutional Holders
51
Q3 2025
Reported Value
$889M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Shaolin Capital Management LLC$2.7B AUM | 3.09% | $146M | 139.00M | Q4 2024OLDER |
| AEGON USA Investment Management, LLC$128M AUM | 1.74% | $3M | 2.27M | Q3 2025 |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 1.35% | $20M | 17.57M | Q3 2025 |
| Aequim Alternative Investments LP$5.2B AUM | 1.25% | $56M | 50.00M | Q3 2025 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC$3.1B AUM | 1.18% | $27M | 24.00M | Q3 2025 |
| Hudson Bay Capital Management LP$29.0B AUM | 1.05% | $315M | 279.13M | Q3 2025 |
| Warberg Asset Management LLC$600M AUM | 0.85% | $5M | 4.75M | Q3 2025 |
| QVT Financial LP$1.4B AUM | 0.71% | $10M | 8.86M | Q3 2025 |
| RWC Asset Management LLP$2.4B AUM | 0.58% | $11M | 10.00M | Q2 2025OLDER |
| Nicholas Investment Partners, LP$1.4B AUM | 0.56% | $5M | 4.91M | Q1 2025OLDER |
| Fort Baker Capital Management LP$1.3B AUM | 0.48% | $3M | 2.69M | Q3 2025 |
| TENOR CAPITAL MANAGEMENT Co., L.P.$6.5B AUM | 0.45% | $33M | 30.00M | Q2 2025OLDER |
| MIZUHO SECURITIES USA LLC$4.6B AUM | 0.42% | $20M | 17.50M | Q1 2025OLDER |
| Context Capital Management, LLC$4.3B AUM | 0.32% | $8,356 | 7.5K | Q1 2025OLDER |
| OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM | 0.24% | $13M | 12.69M | Q4 2024OLDER |
| CONNING INC.$3.0B AUM | 0.21% | $6M | 5.61M | Q3 2025 |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.17% | $125M | 113.00M | Q2 2025OLDER |
| SUSQUEHANNA ADVISORS GROUP, INC.$3.0B AUM | 0.16% | $6M | 5.34M | Q4 2024OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.14% | $83M | 73.04M | Q3 2025 |
| Point72 Asset Management, L.P.$78.1B AUM | 0.12% | $71M | 62.77M | Q3 2025 |
| AQR Arbitrage LLC$6.1B AUM | 0.08% | $3M | 3.00M | Q1 2025OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.08% | $640,410 | 569.0K | Q3 2025 |
| ZAZOVE ASSOCIATES LLC$2.1B AUM | 0.07% | $917,304 | 830.0K | Q2 2025OLDER |
| BANK HAPOALIM BM$652M AUM | 0.07% | $581,000 | 515.0K | Q3 2025 |
| MIZUHO SECURITIES USA LLC$4.2B AUM | 0.06% | $3M | 2.50M | Q3 2025 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.06% | $4M | 4.12M | Q2 2025OLDER |
| ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM | 0.05% | $2M | 1.95M | Q3 2025 |
| Calamos Wealth Management LLC$2.9B AUM | 0.04% | $762,332 | 681.0K | Q1 2025OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.03% | $42,020 | 40.0K | Q4 2024OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.03% | $52M | 46.41M | Q3 2025 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.03% | $918,644 | 830.0K | Q2 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.03% | $8M | 6.92M | Q3 2025 |
| FIRST HAWAIIAN BANK$790M AUM | 0.03% | $863,511 | 822.0K | Q4 2024OLDER |
| VIRTUS ADVISERS, LLC$215M AUM | 0.03% | $44,272 | 40.0K | Q2 2025OLDER |
| MACKAY SHIELDS LLC$2.7B AUM | 0.03% | $738,016 | 655.0K | Q3 2025 |
| CAMDEN ASSET MANAGEMENT L P /CA$2.9B AUM | 0.02% | $1M | 905.0K | Q2 2025OLDER |
| CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM | 0.02% | $12M | 11.00M | Q3 2025 |
| LORD, ABBETT & CO. LLC$30.6B AUM | 0.02% | $7M | 6.07M | Q3 2025 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$112.7B AUM | 0.02% | $18M | 15.95M | Q3 2025 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.02% | $8M | 6.91M | Q3 2025 |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.01% | $1M | 1.11M | Q2 2025OLDER |
| Man Group plc$55.1B AUM | 0.01% | $6M | 5.35M | Q3 2025 |
| VOYA INVESTMENT MANAGEMENT LLC$96.1B AUM | 0.01% | $9M | 8.00M | Q3 2025 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $10M | 8.50M | Q3 2025 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $22M | 19.30M | Q3 2025 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $7M | 6.50M | Q2 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3M | 2.62M | Q3 2025 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $5M | 4.62M | Q3 2025 |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $14M | 12.27M | Q3 2025 |
| Goldstein Advisors, LLC$900M AUM | 0.00% | $15,688 | 14.0K | Q1 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $4M | 3.74M | Q3 2025 |
| Jefferies Financial Group Inc.$14.6B AUM | 0.00% | $221,131 | 200.0K | Q2 2025OLDER |
| CSS LLC/IL$2.1B AUM | 0.00% | $37,929 | 36.0K | Q4 2024OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.00% | $52,610 | 50.0K | Q4 2024OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 6.48M | Q2 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $13,000 | 12.0K | Q1 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $36M | 31.58M | Q3 2025 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $5M | 4.05M | Q3 2025 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $14M | 12.13M | Q3 2025 |
| Roundview Capital LLC$1.6B AUM | 0.00% | $14,081 | 12.5K | Q3 2025 |
| STATE STREET CORP$2.90T AUM | 0.00% | $22M | 19.53M | Q3 2025 |
| Stonegate Investment Group, LLC$4.3B AUM | 0.00% | $21,384 | 19.0K | Q3 2025 |
| FMR LLC$1.90T AUM | 0.00% | $9M | 8.22M | Q3 2025 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $8M | 7.00M | Q3 2025 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $72,032 | 64.0K | Q3 2025 |
| &PARTNERS$20.2B AUM | 0.00% | $58,526 | 52.0K | Q3 2025 |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $529,648 | 478.0K | Q2 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $9M | 8.32M | Q3 2025 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $22,530 | 20.0K | Q3 2025 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $50,400 | 45.0K | Q3 2025 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $599,431 | 532.0K | Q3 2025 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $7,964 | 7.0K | Q3 2025 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $553,665 | 500.0K | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $534,046 | 478.0K | Q3 2025 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $354,672 | 314.0K | Q3 2025 |
| LPL Financial LLC$376.6B AUM | 0.00% | $100,257 | 89.0K | Q3 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $12,577 | 11.0K | Q3 2025 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $59,652 | 53.0K | Q3 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $19,134 | 17.0K | Q3 2025 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1,107 | 1.0K | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.