DOSSIER · 13F Holders · Q2 2026
SO 4.5 06/15/27

SOUTHERN CO

79 institutions still hold SOUTHERN CO as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 842587DZ7·79 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$580M
visible holders
Holders
79
filers reporting
Concentration
9.47%
ZAZOVE ASSOCIATES LLC #1
top holder share
AI Holders Summary · Q2 2026

79 institutions reported SO 4.5 06/15/27 in Q2 2026. ZAZOVE ASSOCIATES LLC leads at 9.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ZAZOVE ASSOCIATES LLC
CIK 0001009012
$55M49.8M4.49%Q2 2026
02
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$48M42.8M1.33%Q1 2026
03
JPMORGAN CHASE & CO
CIK 0000019617
$44M39.8M0.00%Q1 2026
04
Universal- Beteiligungs- und Servicegesellschaft mbH
CIK 0002057170
$43M38.0M0.07%Q1 2026
05
Point72 Asset Management, L.P.
CIK 0001603466
$41M37.0M0.05%Q1 2026
06
PenderFund Capital Management Ltd.
CIK 0001706164
$34M30.0M5.29%Q1 2026
07
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$33M29.3M0.02%Q1 2026
08
BlackRock, Inc.
CIK 0002012383
$31M27.6M0.00%Q1 2026
09
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$30M27.1M0.04%Q1 2026
10
SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 0001086619
$29M26.4M0.02%Q1 2026
11
CAMDEN ASSET MANAGEMENT L P /CA
CIK 0000903944
$26M23.3M0.88%Q1 2026
12
Brevan Howard Capital Management LP
CIK 0001512857
$22M20.0M0.20%Q1 2026
13
Ovata Capital Management Ltd
CIK 0001724517
$22M19.5M3.03%Q1 2026
14
STATE STREET CORP
CIK 0000093751
$20M17.9M0.00%Q1 2026
15
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$20M18.0M0.02%Q1 2026
16
LORD, ABBETT & CO. LLC
CIK 0000728100
$20M17.6M0.06%Q1 2026
17
CAPSTONE INVESTMENT ADVISORS, LLC
CIK 0001426196
$18M16.5M0.03%Q1 2026
18
ROYAL BANK OF CANADA
CIK 0001000275
$17M15.0M0.00%Q1 2026
19
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M12.6M0.00%Q1 2026
20
Verition Fund Management LLC
CIK 0001454027
$14M12.5M0.09%Q1 2026
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