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

SOUTHERN CO

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

CUSIP 842587DZ7·76 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$612M
visible holders
Holders
76
filers reporting
Concentration
9.91%
MILLENNIUM MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

76 institutions reported SO 4.5 06/15/27 in Q2 2026. MILLENNIUM MANAGEMENT LLC leads at 9.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$61M55.0M0.02%Q2 202602
ZAZOVE ASSOCIATES LLC
CIK 0001009012
$55M49.8M4.49%Q2 202603
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$45M40.6M1.01%Q2 202604
Point72 Asset Management, L.P.
CIK 0001603466
$41M37.0M0.05%Q1 202605
Universal- Beteiligungs- und Servicegesellschaft mbH
CIK 0002057170
$40M36.4M0.06%Q2 202606
Ovata Capital Management Ltd
CIK 0001724517
$38M34.0M2.82%Q2 202607
PenderFund Capital Management Ltd.
CIK 0001706164
$33M30.0M4.25%Q2 202608
Verition Fund Management LLC
CIK 0001454027
$33M30.0M0.17%Q2 202609
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$32M29.2M0.02%Q2 202610
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$31M28.0M0.02%Q2 202611
BlackRock, Inc.
CIK 0002012383
$29M26.7M0.00%Q2 202612
SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 0001086619
$29M26.3M0.02%Q2 202613
JPMORGAN CHASE & CO
CIK 0000019617
$28M25.0M0.00%Q2 202614
STATE STREET CORP
CIK 0000093751
$23M20.9M0.00%Q2 202615
Brevan Howard Capital Management LP
CIK 0001512857
$22M20.0M0.20%Q1 202616
LORD, ABBETT & CO. LLC
CIK 0000728100
$20M17.6M0.06%Q1 202617
ROYAL BANK OF CANADA
CIK 0001000275
$16M14.8M0.00%Q2 202618
PIER 88 INVESTMENT PARTNERS LLC
CIK 0001697366
$13M11.9M3.12%Q2 202619
SSI INVESTMENT MANAGEMENT LLC
CIK 0000938487
$11M10.3M0.66%Q2 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M10.2M0.00%Q2 2026
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