Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SOUTHERN CO · COM · quarter ended 2026-03-31 · 23 members disclosed SO ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,931 holders are listed, largest first: 1,931
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $69.4B
holders whose share count rose or who opened the position (new + add), by shares: 971
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 149

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of SO ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$8.7B	90,368,703	+1,804,945	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$6.9B	71,539,145	—	NO PRIOR
3	STATE STREET CORP	$6.1B	62,980,088	+1,489,394	ADD
4	Capital World Investors	$5.4B	56,239,873	+15,097,797	ADD
5	JPMORGAN CHASE & CO	$4.2B	43,337,750	−18,432,669	TRIM
6	GEODE CAPITAL MANAGEMENT, LLC	$2.8B	28,355,049	+1,095,924	ADD
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.5B	26,136,857	—	NO PRIOR
8	FMR LLC	$2.2B	22,887,934	−118,497	TRIM
9	FRANKLIN RESOURCES INC	$1.6B	16,809,309	+1,468,565	ADD
10	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.5B	15,595,800	−705,185	TRIM
11	MORGAN STANLEY	$1.2B	12,915,066	−233,173	TRIM
12	NORTHERN TRUST CORP	$949M	9,827,426	+3,576	ADD
13	AMERIPRISE FINANCIAL INC	$910M	9,435,986	−37,136	TRIM
14	ROYAL BANK OF CANADA	$845M	8,753,175	+821,071	ADD
15	BANK OF AMERICA CORP /DE/	$809M	8,380,592	+392,210	ADD
16	Legal & General Group Plc	$758M	7,848,282	−576,553	TRIM
17	Bank of New York Mellon Corp	$703M	7,278,616	−173,377	TRIM
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$686M	7,111,271	+222,119	ADD
19	VANGUARD FIDUCIARY TRUST CO	$598M	6,197,084	—	NO PRIOR
20	Invesco Ltd.	$535M	5,537,999	+181,172	ADD
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$499M	5,173,525	+53,920	ADD
22	BARCLAYS PLC	$441M	4,564,491	+173,427	ADD
23	WELLINGTON MANAGEMENT GROUP LLP	$436M	4,515,730	+814,632	ADD
24	WELLS FARGO & COMPANY/MN	$411M	4,254,837	+244,331	ADD
25	Pictet Asset Management Holding SA	$409M	4,236,493	−28,854	TRIM
26	UBS Group AG	$393M	4,076,352	−444,788	TRIM
27	Nuveen, LLC	$376M	3,890,571	−683,131	TRIM
28	Mawer Investment Management Ltd.	$330M	3,421,757	+1,653,984	ADD
29	Amundi	$321M	3,324,416	+1,567,638	ADD
30	Swiss National Bank	$312M	3,231,400	+216,900	ADD
31	RAYMOND JAMES FINANCIAL INC	$304M	3,152,402	+57,320	ADD
32	LPL Financial LLC	$296M	3,070,673	+55,543	ADD
33	National Pension Service	$278M	2,878,867	+2,878,867	NEW
34	DIMENSIONAL FUND ADVISORS LP	$256M	2,655,044	+82,941	ADD
35	Capital Research Global Investors	$252M	2,614,540	+1,789,386	ADD
36	CITIGROUP INC	$252M	2,613,850	+676,226	ADD
37	Mitsubishi UFJ Asset Management Co., Ltd.	$241M	2,500,709	+166,692	ADD
38	ENVESTNET ASSET MANAGEMENT INC	$236M	2,445,718	+174,859	ADD
39	Sumitomo Mitsui Trust Group, Inc.	$235M	2,439,489	−147,638	TRIM
40	Vanguard Global Advisers, LLC	$233M	2,409,631	—	NO PRIOR
41	Soroban Capital Partners LP	$229M	2,375,511	−3,718,097	TRIM
42	Ensign Peak Advisors, Inc	$218M	2,256,022	−331,938	TRIM
43	DEUTSCHE BANK AG\	$204M	2,117,270	−646,778	TRIM
44	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$203M	2,098,404	−771,087	TRIM
45	VANGUARD ASSET MANAGEMENT, Ltd	$200M	2,069,243	—	NO PRIOR
46	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$189M	1,955,065	−114,631	TRIM
47	JENNISON ASSOCIATES LLC	$186M	1,930,415	+334,152	ADD
48	Pinnacle Financial Partners, Inc.	$186M	1,923,892	+155,895	ADD
49	FEDERATED HERMES, INC.	$182M	1,889,752	+103,312	ADD
50	HSBC HOLDINGS PLC	$169M	1,750,054	−1,947,366	TRIM
51	BANK OF MONTREAL /CAN/	$166M	1,721,982	−263,104	TRIM
52	Energy Income Partners, LLC	$166M	1,716,842	−73,483	TRIM
53	Janus Henderson Group Ltd.	$165M	1,713,552	+1,636,051	ADD
54	PRUDENTIAL FINANCIAL INC	$154M	1,590,591	+617,666	ADD
55	Empower Advisory Group, LLC	$153M	1,583,291	+122,692	ADD
56	HighTower Advisors, LLC	$146M	1,515,829	−31,046	TRIM
57	Focus Partners Wealth	$141M	1,462,181	+46,735	ADD
58	PRINCIPAL FINANCIAL GROUP INC	$140M	1,445,765	−23,405	TRIM
59	CONFLUENCE INVESTMENT MANAGEMENT LLC	$137M	1,421,871	−63,705	TRIM
60	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$134M	1,386,221	+13,853	ADD
61	Capital International Investors	$134M	1,383,809	−9,860,243	TRIM
62	ADAGE CAPITAL PARTNERS GP, L.L.C.	$115M	1,186,900	+1,186,900	NEW
63	Squarepoint Ops LLC	$114M	1,177,177	−1,326,343	TRIM
64	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$104M	1,073,294	+1,073,294	NEW
65	Vanguard Investments Australia, Ltd.	$103M	1,070,491	—	NO PRIOR
66	STIFEL FINANCIAL CORP	$102M	1,055,529	−9,820	TRIM
67	NEW YORK STATE COMMON RETIREMENT FUND	$101M	1,051,575	0	NO CHANGE
68	CAPITAL ADVISORS INC/OK	$100M	1,039,289	+38,925	ADD
69	NewEdge Advisors, LLC	$100M	1,039,273	−126,421	TRIM
70	ZACKS INVESTMENT MANAGEMENT	$100M	1,037,477	−9,814	TRIM
71	TRUIST FINANCIAL CORP	$93.7M	971,154	+33,099	ADD
72	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$92.7M	960,839	−4,017	TRIM
73	ALLIANCEBERNSTEIN L.P.	$91.2M	1,045,460	−37,980	TRIM
74	CITADEL ADVISORS LLC	$86.4M	894,897	+502,837	ADD
75	COMMONWEALTH EQUITY SERVICES, LLC	$86.0M	890,580	+1,826	ADD
76	Qube Research & Technologies Ltd	$83.6M	866,507	+174,843	ADD
77	Korea Investment CORP	$81.1M	840,022	−82,539	TRIM
78	ExodusPoint Capital Management, LP	$80.6M	834,955	+258,055	ADD
79	Cetera Investment Advisers	$77.1M	798,489	+33,363	ADD
80	Mitsubishi UFJ Trust & Banking Corp	$76.7M	794,154	+4,002	ADD
81	Welch Group, LLC	$75.6M	782,791	+782,791	NEW
82	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	$71.9M	745,127	+560,445	ADD
83	FIRST TRUST ADVISORS LP	$71.7M	742,958	−77,189	TRIM
84	MACQUARIE GROUP LTD	$71.5M	740,742	−4,289	TRIM
85	Bank Julius Baer & Co. Ltd, Zurich	$71.0M	734,266	+12,695	ADD
86	VICTORY CAPITAL MANAGEMENT INC	$67.9M	703,486	+30,684	ADD
87	SCHRODER INVESTMENT MANAGEMENT GROUP	$66.2M	682,724	+351,264	ADD
88	Universal- Beteiligungs- und Servicegesellschaft mbH	$66.0M	686,927	+31,117	ADD
89	APG Asset Management N.V.	$62.4M	745,401	−9,384	TRIM
90	Capital Investment Advisors, LLC	$61.8M	640,200	+4,884	ADD
91	Assenagon Asset Management S.A.	$58.8M	608,785	+531,306	ADD
92	Sterling Capital Management LLC	$57.9M	599,454	+82,942	ADD
93	STATE OF WISCONSIN INVESTMENT BOARD	$56.9M	589,669	+19,542	ADD
94	Creative Planning	$56.9M	589,557	+108,521	ADD
95	Investment Management Corp of Ontario	$56.7M	586,932	+491,887	ADD
96	Clark Capital Management Group, Inc.	$56.5M	585,007	−268,488	TRIM
97	NATIONAL BANK OF CANADA /FI/	$56.4M	584,138	−49,979	TRIM
98	1832 Asset Management L.P.	$54.6M	565,262	−139,801	TRIM
99	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$54.0M	559,876	+445,652	ADD
100	OSAIC HOLDINGS, INC.	$53.1M	550,002	−11,258	TRIM
101	DnB Asset Management AS	$52.8M	547,110	+60,967	ADD
102	Chevy Chase Trust Holdings, LLC	$52.7M	546,448	−15,886	TRIM
103	Magellan Asset Management Ltd	$52.7M	545,545	+94,933	ADD
104	SEI INVESTMENTS CO	$51.5M	533,959	+117,227	ADD
105	Asset Management One Co., Ltd.	$50.0M	518,268	+358	ADD
106	CIBC Asset Management Inc	$49.0M	507,531	+11,178	ADD
107	Zurich Insurance Group Ltd/FI	$45.8M	474,841	+474,841	NEW
108	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$44.8M	466,295	−215,647	TRIM
109	Quantinno Capital Management LP	$44.4M	459,563	+120,316	ADD
110	MILLENNIUM MANAGEMENT LLC	$44.3M	458,458	+255,764	ADD
111	Mariner, LLC	$43.8M	454,160	+17,603	ADD
112	OpenArc Corporate Advisory, LLC	$43.6M	451,455	+7,751	ADD
113	EDGAR LOMAX CO/VA	$43.2M	448,070	+207,375	ADD
114	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$43.1M	446,060	+1,307	ADD
115	Resona Asset Management Co.,Ltd.	$42.9M	444,115	+7,476	ADD
116	Aberdeen Group plc	$42.6M	441,259	+10,464	ADD
117	RENAISSANCE TECHNOLOGIES LLC	$41.7M	431,600	−1,081,800	TRIM
118	Calamos Advisors LLC	$40.6M	420,625	+223,978	ADD
119	TD ASSET MANAGEMENT INC	$40.4M	418,139	+10,656	ADD
120	NOMURA ASSET MANAGEMENT CO LTD	$40.3M	417,828	+16,057	ADD
121	US BANCORP \DE\	$39.6M	409,864	−9,978	TRIM
122	Sanctuary Advisors, LLC	$38.9M	402,801	+34,768	ADD
123	MACKENZIE FINANCIAL CORP	$38.5M	399,041	+192,458	ADD
124	Capital International, Inc./CA/	$37.9M	392,539	−130,935	TRIM
125	CAHABA WEALTH MANAGEMENT, INC.	$37.6M	389,578	+49,881	ADD
126	EP Wealth Advisors, LLC	$37.2M	385,144	−5,736	TRIM
127	Aptus Capital Advisors, LLC	$36.8M	381,106	−10,139	TRIM
128	AQR CAPITAL MANAGEMENT LLC	$36.5M	380,590	+143,612	ADD
129	WORLDQUANT MILLENNIUM ADVISORS LLC	$36.4M	376,631	+22,888	ADD
130	State of New Jersey Common Pension Fund D	$36.3M	375,655	0	NO CHANGE
131	Allspring Global Investments Holdings, LLC	$35.8M	369,451	+2,582	ADD
132	Southern Financial Group, LLC	$35.5M	367,879	—	NO PRIOR
133	CIBC Bancorp USA Inc.	$35.3M	366,004	—	NO PRIOR
134	Kestra Advisory Services, LLC	$35.1M	363,726	+21,977	ADD
135	D. E. Shaw & Co., Inc.	$34.7M	359,500	+29,098	ADD
136	MML INVESTORS SERVICES, LLC	$33.9M	351,226	−35,041	TRIM
137	TORONTO DOMINION BANK	$33.8M	350,492	−41,074	TRIM
138	GW HENSSLER & ASSOCIATES LTD	$33.1M	343,371	+4,828	ADD
139	Waverly Advisors, LLC	$32.4M	335,427	+1,070	ADD
140	Zurcher Kantonalbank (Zurich Cantonalbank)	$32.2M	333,199	−7,287	TRIM
141	FIFTH THIRD BANCORP	$32.0M	331,950	+225,327	ADD
142	Aventail Capital Group, LP	$30.8M	319,217	−264,456	TRIM
143	PUBLIC SECTOR PENSION INVESTMENT BOARD	$30.2M	313,346	+32,931	ADD
144	AMERICAN CENTURY COMPANIES INC	$29.6M	306,497	+16,285	ADD
145	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$29.4M	304,312	+36,434	ADD
146	FOUNDATIONS INVESTMENT ADVISORS, LLC	$29.4M	304,223	+47,127	ADD
147	Arizona State Retirement System	$29.1M	301,746	−7,969	TRIM
148	VOYA INVESTMENT MANAGEMENT LLC	$29.1M	301,218	−21,239	TRIM
149	Czech National Bank	$28.9M	299,881	+9,537	ADD
150	Baird Financial Group, Inc.	$28.9M	299,473	+299,473	NEW
151	IFM Investors Pty Ltd	$28.8M	298,876	+36,754	ADD
152	Shaolin Capital Management LLC	$28.5M	295,733	+295,733	NEW
153	Susquehanna Portfolio Strategies, LLC	$28.2M	291,928	+147,833	ADD
154	Crossmark Global Holdings, Inc.	$28.0M	289,979	—	NO PRIOR
155	Illinois Municipal Retirement Fund	$27.9M	288,614	−27,880	TRIM
156	STATE OF MICHIGAN RETIREMENT SYSTEM	$27.8M	287,623	−600	TRIM
157	Osmosis Investment Management UK Ltd	$27.0M	280,167	+201,774	ADD
158	Arbejdsmarkedets Tillaegspension	$26.0M	269,596	−2,470	TRIM
159	Swiss Life Asset Management Ltd	$25.7M	265,958	+26,556	ADD
160	CRAWFORD INVESTMENT COUNSEL INC	$25.3M	262,376	+919	ADD
161	Cerity Partners LLC	$25.2M	260,784	+19,664	ADD
162	Gotham Asset Management, LLC	$24.9M	257,891	−6,486	TRIM
163	HANCOCK WHITNEY CORP	$24.8M	257,287	−11,142	TRIM
164	MetLife Investment Management, LLC	$24.8M	257,296	−6,677	TRIM
165	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$24.8M	257,087	+41,175	ADD
166	HENNESSY ADVISORS INC	$24.7M	256,100	+3,700	ADD
167	Corient Private Wealth LLC	$24.1M	251,418	−347,427	TRIM
168	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$23.8M	246,737	+32,490	ADD
169	MAI Capital Management	$23.0M	238,637	+1,786	ADD
170	BECKER CAPITAL MANAGEMENT INC	$23.0M	237,892	−5,734	TRIM
171	Allworth Financial LP	$22.9M	237,057	+4,420	ADD
172	Rockefeller Capital Management L.P.	$22.8M	235,869	+8,486	ADD
173	MERCER GLOBAL ADVISORS INC /ADV	$22.8M	235,866	−13,808	TRIM
174	Retirement Systems of Alabama	$22.6M	233,828	−415	TRIM
175	FUKOKU MUTUAL LIFE INSURANCE CO	$22.2M	229,541	−560	TRIM
176	Richard C. Young & CO., LTD.	$22.0M	227,936	+1,368	ADD
177	Advisors Capital Management, LLC	$21.9M	226,644	−79,395	TRIM
178	Midwest Trust Co	$21.8M	226,345	+642	ADD
179	Calamos Wealth Management LLC	$21.6M	224,015	+5,093	ADD
180	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$21.4M	221,647	−6,026	TRIM
181	Savant Capital, LLC	$21.1M	218,993	+401	ADD
182	Mirae Asset Global Investments Co., Ltd.	$20.9M	216,062	+14,925	ADD
183	Walleye Capital LLC	$20.8M	215,732	+214,413	ADD
184	Woodline Partners LP	$20.8M	215,671	+27,822	ADD
185	Carnegie Investment Counsel	$20.6M	213,528	+1,566	ADD
186	BW Gestao de Investimentos Ltda.	$20.2M	209,292	+209,292	NEW
187	CWA Asset Management Group, LLC	$20.2M	208,807	+603	ADD
188	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$20.0M	207,650	+207,650	NEW
189	Wealthfront Advisers LLC	$19.7M	204,145	+39,456	ADD
190	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$19.4M	201,167	−273,852	TRIM
191	BENJAMIN EDWARDS INC	$19.3M	200,127	+7,498	ADD
192	BANK OF NOVA SCOTIA	$19.1M	198,404	+19,452	ADD
193	XPONANCE LLC	$19.1M	197,563	+25,176	ADD
194	TEACHER RETIREMENT SYSTEM OF TEXAS	$18.9M	196,093	−31,240	TRIM
195	Orion Porfolio Solutions, LLC	$18.9M	195,825	−98,697	TRIM
196	Daiwa Securities Group Inc.	$18.6M	193,170	+13,063	ADD
197	HB Wealth Management, LLC	$18.5M	191,309	−1,124	TRIM
198	Eurizon Capital SGR S.p.A.	$18.2M	188,183	−6,742	TRIM
199	REGIONS FINANCIAL CORP	$18.1M	187,735	+1,347	ADD
200	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$18.1M	187,322	+16,128	ADD
201	NICHOLS & PRATT ADVISERS LLP /MA	$18.0M	186,271	−277	TRIM
202	&PARTNERS	$17.8M	184,529	+7,108	ADD
203	Connor, Clark & Lunn Investment Management Ltd.	$17.4M	180,786	+180,786	NEW
204	Utah Retirement Systems	$17.3M	179,151	−2,842	TRIM
205	MOODY LYNN LIEBERSON & WALKER, LLC	$17.2M	178,217	+7,851	ADD
206	USS Investment Management Ltd	$16.9M	175,403	0	NO CHANGE
207	Sumitomo Mitsui DS Asset Management Company, Ltd	$16.7M	173,538	+7,500	ADD
208	Steward Partners Investment Advisory, LLC	$16.7M	172,516	−15,516	TRIM
209	Brookstone Capital Management	$16.5M	170,901	+25,475	ADD
210	INTECH INVESTMENT MANAGEMENT LLC	$16.1M	166,933	+66,572	ADD
211	ProShare Advisors LLC	$16.1M	166,626	−40,191	TRIM
212	FIRST NATIONAL BANK OF OMAHA	$15.9M	164,483	+57,062	ADD
213	Rakuten Investment Management, Inc.	$15.8M	163,415	+18,610	ADD
214	EXCHANGE TRADED CONCEPTS, LLC	$15.7M	162,363	−107,958	TRIM
215	NEOS Investment Management LLC	$15.5M	160,165	+6,789	ADD
216	CWM, LLC	$15.3M	158,138	−7,337	TRIM
217	BALYASNY ASSET MANAGEMENT L.P.	$15.2M	157,711	+141,233	ADD
218	COMMERCE BANK	$15.2M	157,243	−2,505	TRIM
219	Vanguard Personalized Indexing Management, LLC	$15.2M	157,180	+8,947	ADD
220	TWO SIGMA INVESTMENTS, LP	$15.1M	155,978	+155,978	NEW
221	OneDigital Investment Advisors LLC	$14.9M	154,834	−6,687	TRIM
222	M&T BANK CORP	$14.8M	153,522	−4,770	TRIM
223	Dai-ichi Life Insurance Company, Ltd	$14.8M	153,099	−12,533	TRIM
224	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$14.8M	153,048	+1,979	ADD
225	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$14.6M	151,754	−43,273	TRIM
226	NISA INVESTMENT ADVISORS, LLC	$14.5M	150,070	−10,571	TRIM
227	CCM INVESTMENT ADVISERS LLC	$14.4M	149,674	−13,733	TRIM
228	Voleon Capital Management LP	$14.4M	149,509	+128,837	ADD
229	Bragg Financial Advisors, Inc	$14.1M	146,424	+1,288	ADD
230	NISSAY ASSET MANAGEMENT CORP /JAPAN	$13.6M	141,135	+2,116	ADD
231	YOUSIF CAPITAL MANAGEMENT, LLC	$13.5M	140,147	−3,097	TRIM
232	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$13.5M	140,080	−114,460	TRIM
233	Biondo Investment Advisors, LLC	$13.4M	139,164	+1,365	ADD
234	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$13.2M	137,624	−761	TRIM
235	Pathstone Holdings, LLC	$13.0M	135,153	+2,281	ADD
236	DAVENPORT & Co LLC	$13.0M	134,370	−2,979	TRIM
237	KANAWHA CAPITAL MANAGEMENT LLC	$12.9M	133,603	+5,047	ADD
238	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$12.8M	132,679	+2,261	ADD
239	KLINGENSTEIN FIELDS & CO LP	$12.8M	132,548	−1,403	TRIM
240	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$12.8M	132,416	+132,416	NEW
241	QRG CAPITAL MANAGEMENT, INC.	$12.7M	131,935	+9,273	ADD
242	Baltimore-Washington Financial Advisors, Inc.	$12.7M	131,505	+8,689	ADD
243	Weiss Asset Management LP	$12.7M	131,300	−201,393	TRIM
244	BLAIR WILLIAM & CO/IL	$12.7M	131,248	+2,343	ADD
245	Bell Bank	$12.7M	131,097	+3,196	ADD
246	KEYBANK NATIONAL ASSOCIATION/OH	$12.6M	130,227	+5,670	ADD
247	Independent Advisor Alliance	$12.5M	129,262	−19,063	TRIM
248	Graham Capital Management, L.P.	$12.5M	129,217	+129,217	NEW
249	PINNACLE ASSOCIATES LTD	$12.5M	129,017	+908	ADD
250	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$12.2M	126,089	0	NO CHANGE
251	Fisher Asset Management, LLC	$11.8M	122,639	+3,504	ADD
252	Signature Wealth Management Group	$11.7M	121,632	+490	ADD
253	ROYAL LONDON ASSET MANAGEMENT LTD	$11.5M	118,674	−10,186	TRIM
254	STEPHENS INC /AR/	$11.4M	118,346	−1,892	TRIM
255	Metis Global Partners, LLC	$11.3M	117,427	−1,329	TRIM
256	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$11.3M	117,097	−1,115	TRIM
257	Fairvoy Private Wealth, LLC	$11.1M	115,123	+161	ADD
258	KING LUTHER CAPITAL MANAGEMENT CORP	$11.1M	114,594	−35,280	TRIM
259	PICTON MAHONEY ASSET MANAGEMENT	$11.0M	114,444	+114,444	NEW
260	Freestone Capital Holdings, LLC	$11.0M	114,416	+13,528	ADD
261	Keel Point, LLC	$11.0M	113,671	−2,060	TRIM
262	Quadrature Capital Ltd	$10.9M	112,780	+112,780	NEW
263	ALERUS FINANCIAL NA	$10.6M	109,897	−38,229	TRIM
264	RWC Asset Management LLP	$10.6M	109,352	−625	TRIM
265	Concurrent Investment Advisors, LLC	$10.5M	109,229	+7,326	ADD
266	ASSOCIATED BANC-CORP	$10.5M	109,048	+16,101	ADD
267	ARS Wealth Advisors Group, LLC	$10.4M	108,109	+4,928	ADD
268	Sequoia Financial Advisors, LLC	$10.4M	107,975	+10,449	ADD
269	ROCKLAND TRUST CO	$10.4M	107,336	+2,560	ADD
270	Vinva Investment Management Ltd	$10.4M	106,848	+8,587	ADD
271	Azimuth Capital Investment Management LLC	$10.3M	107,218	+1,478	ADD
272	Visionary Wealth Advisors	$10.3M	106,896	+5,987	ADD
273	RFG Advisory, LLC	$10.3M	106,868	−11,515	TRIM
274	D.A. DAVIDSON & CO.	$10.3M	106,547	+7,161	ADD
275	UHLMANN PRICE SECURITIES, LLC	$10.1M	107,523	+107,523	NEW
276	SPIREPOINT PRIVATE CLIENT, LLC	$10.1M	104,493	+6,862	ADD
277	Atria Investments, Inc	$10.1M	104,367	+10,055	ADD
278	Lido Advisors, LLC	$10.0M	104,003	+7,704	ADD
279	CULLINAN ASSOCIATES INC	$10.0M	103,284	−26,493	TRIM
280	Merit Financial Group, LLC	$9.9M	102,926	+10,855	ADD
281	TCTC Holdings, LLC	$9.8M	101,128	−184	TRIM
282	Edgestream Partners, L.P.	$9.7M	100,794	+95,462	ADD
283	Private Advisor Group, LLC	$9.7M	100,600	−5,504	TRIM
284	Principle Wealth Partners LLC	$9.6M	99,904	−647	TRIM
285	Cornerstone Wealth Group, LLC	$9.6M	104,443	+8,487	ADD
286	Foster Victor Wealth Advisors, LLC	$9.5M	98,650	+7,034	ADD
287	BAILLIE GIFFORD & CO	$9.4M	97,770	−56,848	TRIM
288	Trexquant Investment LP	$9.4M	97,238	−7,705	TRIM
289	Beacon Pointe Advisors, LLC	$9.4M	97,001	+21,524	ADD
290	FIL Ltd	$9.3M	96,060	−147,261	TRIM
291	Dynamic Advisor Solutions LLC	$9.3M	95,888	+4,944	ADD
292	Aequim Alternative Investments LP	$9.2M	95,382	+70,000	ADD
293	Windle Wealth, LLC	$9.2M	95,318	+4,400	ADD
294	Fiduciary Group, LLC	$9.1M	94,288	−2,276	TRIM
295	LEVEL FOUR ADVISORY SERVICES, LLC	$9.1M	93,935	+45,571	ADD
296	GLENMEDE TRUST CO NA	$8.9M	92,289	+14,798	ADD
297	GUGGENHEIM CAPITAL LLC	$8.9M	92,213	+11,669	ADD
298	Sound View Wealth Advisors Group, LLC	$8.7M	89,632	−154	TRIM
299	Rafferty Asset Management, LLC	$8.6M	89,114	−32,141	TRIM
300	Chronos Wealth Management, LLC	$8.5M	87,955	−407	TRIM
301	Blue Trust, Inc.	$8.4M	87,366	−202	TRIM
302	UniSuper Management Pty Ltd	$8.4M	86,987	−1,697	TRIM
303	Summit Financial, LLC	$8.3M	86,012	+1,078	ADD
304	ADVOCATE GROUP LLC	$8.3M	85,820	+34	ADD
305	Sky Investment Group LLC	$8.3M	85,515	+296	ADD
306	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$8.0M	82,751	+82,751	NEW
307	TD Waterhouse Canada Inc.	$8.0M	82,588	+5,589	ADD
308	Equitable Holdings, Inc.	$8.0M	91,214	+8,858	ADD
309	Lifeworks Advisors, LLC	$7.9M	82,319	+13,637	ADD
310	ELEVATION POINT WEALTH PARTNERS, LLC	$7.9M	82,004	+74,948	ADD
311	CENTRAL TRUST Co	$7.8M	80,755	+1,054	ADD
312	KESTRA PRIVATE WEALTH SERVICES, LLC	$7.7M	80,185	+288	ADD
313	TRUSTMARK BANK TRUST DEPARTMENT	$7.6M	79,005	+169	ADD
314	EDMOND DE ROTHSCHILD HOLDING S.A.	$7.6M	78,541	+2,741	ADD
315	Aull & Monroe Investment Management Corp	$7.5M	78,074	+1,233	ADD
316	Prospera Financial Services Inc	$7.5M	77,859	−16,027	TRIM
317	NAPLES GLOBAL ADVISORS, LLC	$7.4M	76,727	+1,711	ADD
318	ALBION FINANCIAL GROUP /UT	$7.4M	76,335	−314	TRIM
319	Edgemoor Investment Advisors, Inc.	$7.3M	75,874	−100	TRIM
320	Stratos Wealth Partners, LTD.	$7.3M	75,700	−4,798	TRIM
321	Man Group plc	$7.3M	75,420	−185,099	TRIM
322	Marietta Wealth Management, LLC	$7.2M	74,489	+2,980	ADD
323	BFSG, LLC	$7.1M	73,936	+1,509	ADD
324	Vident Advisory, LLC	$7.1M	73,437	+778	ADD
325	JANE STREET GROUP, LLC	$7.1M	73,231	−47,095	TRIM
326	StoneX Group Inc.	$7.0M	72,568	−31,296	TRIM
327	CARRET ASSET MANAGEMENT, LLC	$6.9M	71,813	−50	TRIM
328	Carson Advisory Inc.	$6.9M	71,493	+76	ADD
329	Advisors Asset Management, Inc.	$6.9M	71,283	+3,352	ADD
330	Telos Capital Management, Inc.	$6.8M	70,872	−858	TRIM
331	Towne Trust Company, N.A	$6.8M	70,708	−3,250	TRIM
332	EVENTIDE ASSET MANAGEMENT, LLC	$6.8M	70,433	−40,409	TRIM
333	GLOBALT Investments LLC / GA	$6.7M	69,675	−2,328	TRIM
334	ALPINE WOODS CAPITAL INVESTORS, LLC	$6.7M	69,437	+13,633	ADD
335	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$6.7M	69,159	+25,631	ADD
336	Jackson Hole Capital Partners, LLC	$6.7M	69,001	+644	ADD
337	MITCHELL MCLEOD PUGH & WILLIAMS INC	$6.5M	67,387	+18	ADD
338	Vestmark Advisory Solutions, Inc.	$6.5M	66,937	+57,838	ADD
339	Empowered Funds, LLC	$6.4M	66,631	+66,631	NEW
340	MIZUHO SECURITIES USA LLC	$6.4M	66,567	−13,608	TRIM
341	OPPENHEIMER & CO INC	$6.4M	66,497	+1,031	ADD
342	NORDEA INVESTMENT MANAGEMENT AB	$6.4M	67,123	−7,136	TRIM
343	Apollon Wealth Management, LLC	$6.3M	64,960	−4,078	TRIM
344	LEGACY FINANCIAL INDEPENDENT ADVISORS LLC	$6.2M	64,522	—	NO PRIOR
345	Griffith & Werner, Inc.	$6.2M	64,207	−612	TRIM
346	Trinity Legacy Partners, LLC	$6.1M	63,882	+1,260	ADD
347	MONEY CONCEPTS CAPITAL CORP	$6.1M	63,141	+3,215	ADD
348	HARTFORD INVESTMENT MANAGEMENT CO	$6.1M	62,834	−750	TRIM
349	Moors & Cabot, Inc.	$6.0M	62,299	−4,310	TRIM
350	SIGNATUREFD, LLC	$6.0M	62,249	+3,749	ADD
351	Capital Investment Counsel, LLC	$6.0M	61,772	+1,164	ADD
352	Vest Financial, LLC	$6.0M	61,752	+6,481	ADD
353	Core Alternative Capital	$6.0M	61,748	−4,709	TRIM
354	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$5.9M	61,647	+3,156	ADD
355	PRUDENTIAL PLC	$5.9M	61,381	+1,049	ADD
356	Tidal Investments LLC	$5.7M	59,258	+18,747	ADD
357	Wealthcare Advisory Partners LLC	$5.7M	59,104	−222	TRIM
358	AE Wealth Management LLC	$5.7M	59,051	−11,293	TRIM
359	SHERMAN PORFOLIOS, LLC	$5.7M	58,763	+58,763	NEW
360	Trajan Wealth LLC	$5.7M	58,544	+4,157	ADD
361	Csenge Advisory Group	$5.6M	58,154	+1,357	ADD
362	Goelzer Investment Management, Inc.	$5.6M	57,882	−124	TRIM
363	BNP Paribas Asset Management Holding S.A.	$5.5M	56,769	−10,879	TRIM
364	CHOREO, LLC	$5.4M	56,420	+2,163	ADD
365	Baugh & Associates, LLC	$5.4M	56,077	−333	TRIM
366	Providence Capital Advisors, LLC	$5.4M	56,063	+783	ADD
367	Global Wealth Management Investment Advisory, Inc.	$5.4M	55,964	+2,003	ADD
368	Federation des caisses Desjardins du Quebec	$5.4M	55,813	+8,643	ADD
369	Clearbridge Investments, LLC	$5.4M	55,714	−198	TRIM
370	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$5.4M	55,464	+822	ADD
371	United Bank	$5.3M	55,330	+19	ADD
372	Maryland State Retirement & Pension System	$5.3M	55,213	+475	ADD
373	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$5.2M	54,110	+6,249	ADD
374	GQG Partners LLC	$5.2M	53,702	−161	TRIM
375	MGO ONE SEVEN LLC	$5.2M	53,653	+1,157	ADD
376	TOKIO MARINE ASSET MANAGEMENT CO LTD	$5.1M	53,230	+125	ADD
377	Envestnet Portfolio Solutions, Inc.	$5.1M	52,401	−8,029	TRIM
378	IHT Wealth Management, LLC	$5.0M	52,118	+25,440	ADD
379	CREDIT AGRICOLE S A	$4.9M	51,259	−332,218	TRIM
380	EASTERN BANK	$4.9M	51,185	−69	TRIM
381	American Trust Investment Advisors, LLC	$4.9M	51,116	+86	ADD
382	Coastal Bridge Advisors, LLC	$4.9M	50,822	+489	ADD
383	SAGESPRING WEALTH PARTNERS, LLC	$4.9M	50,736	+44	ADD
384	MONTAG A & ASSOCIATES INC	$4.9M	50,692	+3,541	ADD
385	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	$4.9M	50,677	−1,552	TRIM
386	OMERS ADMINISTRATION Corp	$4.9M	50,628	+11,448	ADD
387	Cornerstone Capital, Inc.	$4.9M	50,601	−1,835	TRIM
388	HENGEHOLD CAPITAL MANAGEMENT LLC	$4.8M	50,128	+291	ADD
389	ABN AMRO INVESTMENT SOLUTIONS	$4.8M	49,863	+6,163	ADD
390	Norinchukin Bank, The	$4.8M	49,358	−67	TRIM
391	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$4.7M	49,063	+546	ADD
392	Kentucky Trust Co	$4.7M	48,916	−482	TRIM
393	BROWN ADVISORY INC	$4.7M	48,269	+513	ADD
394	Marble Wealth, LLC	$4.6M	47,988	−2,969	TRIM
395	Apollon Financial, LLC	$4.6M	47,368	+13	ADD
396	CI INVESTMENTS INC.	$4.6M	47,294	+19,400	ADD
397	BAILARD, INC.	$4.5M	46,844	+26	ADD
398	Jain Global LLC	$4.5M	46,624	+46,624	NEW
399	Clearstead Advisors, LLC	$4.5M	46,540	−10,740	TRIM
400	GWN SECURITIES INC.	$4.5M	46,118	−2,101	TRIM
401	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$4.4M	46,000	+46,000	NEW
402	Rench Wealth Management, Inc.	$4.4M	45,412	−1	TRIM
403	Pathway Financial Advisers, LLC	$4.4M	45,115	+1,246	ADD
404	MUFG Securities EMEA plc	$4.4M	45,112	0	NO CHANGE
405	UMB Bank, n.a.	$4.3M	45,046	−7,337	TRIM
406	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$4.3M	45,000	0	NO CHANGE
407	Diversified Enterprises, LLC	$4.3M	44,945	−93	TRIM
408	Concord Wealth Partners	$4.3M	44,835	+4,056	ADD
409	FIRST CITIZENS BANK & TRUST CO	$4.3M	44,711	+2,239	ADD
410	RED CEDAR INVESTMENT MANAGEMENT, LLC	$4.3M	44,607	−290	TRIM
411	Portman Square Capital LLP	$4.3M	44,375	−3,254	TRIM
412	New Age Alpha Advisors, LLC	$4.3M	44,117	+36,266	ADD
413	Laurel Wealth Advisors LLC	$4.3M	46,325	−475	TRIM
414	MTM Investment Management, LLC	$4.2M	43,647	+21	ADD
415	CANADA PENSION PLAN INVESTMENT BOARD	$4.2M	43,571	−40,145	TRIM
416	Wills Financial Group LLC	$4.2M	44,711	−305	TRIM
417	First National Advisers, LLC	$4.1M	42,532	+6,023	ADD
418	Brooklyn Investment Group	$4.1M	42,483	+12,970	ADD
419	BUCKHEAD CAPITAL MANAGEMENT LLC	$4.1M	42,454	−582	TRIM
420	TrueWealth Advisors, LLC	$4.1M	42,229	−1,667	TRIM
421	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	$4.1M	42,202	+1,039	ADD
422	HF Advisory Group, LLC	$4.1M	42,063	+6,512	ADD
423	Palisade Asset Management, LLC	$4.0M	41,907	0	NO CHANGE
424	Bank OZK	$4.0M	41,805	+1,946	ADD
425	Callan Family Office, LLC	$4.0M	41,697	−1,798	TRIM
426	DAYMARK WEALTH PARTNERS, LLC	$3.9M	40,851	−1,524	TRIM
427	Ameritas Investment Partners, Inc.	$3.9M	40,735	+1,240	ADD
428	Boston Partners	$3.9M	40,704	+2,704	ADD
429	Saudi Central Bank	$3.9M	40,643	+40,643	NEW
430	Sigma Planning Corp	$3.9M	40,463	−1,693	TRIM
431	Fifth Third Wealth Advisors LLC	$3.9M	40,419	+29,459	ADD
432	Robbins Farley	$3.9M	40,255	+640	ADD
433	Lombard Odier Asset Management (Switzerland) SA	$3.9M	40,153	−100	TRIM
434	Elo Mutual Pension Insurance Co	$3.9M	39,979	−8,093	TRIM
435	Kingsview Wealth Management, LLC	$3.8M	39,771	−511	TRIM
436	Great Lakes Retirement, Inc.	$3.8M	39,717	+1,537	ADD
437	Concord Asset Management, LLC/VA	$3.8M	39,679	+3,996	ADD
438	Essex Financial Services, Inc.	$3.8M	39,629	−505	TRIM
439	U.S. Capital Wealth Advisors, LLC	$3.8M	39,541	−5,357	TRIM
440	Vise Technologies, Inc.	$3.8M	43,729	0	NO CHANGE
441	Smartleaf Asset Management LLC	$3.8M	38,791	+2,513	ADD
442	Glenview Trust Co	$3.7M	38,800	−31,205	TRIM
443	CANANDAIGUA NATIONAL CORP	$3.7M	38,786	—	NO PRIOR
444	WOLVERINE ASSET MANAGEMENT LLC	$3.7M	38,380	+10,143	ADD
445	PROFUND ADVISORS LLC	$3.6M	37,565	−17,093	TRIM
446	JPL Wealth Management, LLC	$3.6M	37,478	+191	ADD
447	Citizens National Bank Trust Department	$3.6M	37,387	+7,716	ADD
448	Stonebridge Financial Group, LLC	$3.6M	36,881	+1,228	ADD
449	All Terrain Financial Advisors, LLC	$3.5M	36,741	−3,694	TRIM
450	Family Legacy, Inc.	$3.5M	36,694	+966	ADD
451	Empirical Finance, LLC	$3.5M	36,507	−46	TRIM
452	Capital International Sarl	$3.5M	36,430	+14,053	ADD
453	Summit Trail Advisors, LLC	$3.5M	36,308	+13,652	ADD
454	OneAscent Wealth Management LLC	$3.5M	36,274	−1,123	TRIM
455	FAS Wealth Partners, Inc.	$3.5M	36,109	+1,301	ADD
456	QUADRANT CAPITAL GROUP LLC	$3.5M	35,996	+13,854	ADD
457	Gateway Wealth Partners, LLC	$3.4M	35,564	+20,471	ADD
458	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$3.4M	35,233	+50	ADD
459	ANCHYRA PARTNERS LLC	$3.4M	34,895	+159	ADD
460	PANAGORA ASSET MANAGEMENT INC	$3.4M	34,882	+1,154	ADD
461	Pinnacle Wealth Management Advisory Group, LLC	$3.4M	34,847	+598	ADD
462	Slagle Financial, LLC	$3.4M	34,803	+1,297	ADD
463	WATERS PARKERSON & CO., LLC	$3.3M	34,700	0	NO CHANGE
464	KCM INVESTMENT ADVISORS LLC	$3.3M	34,328	+115	ADD
465	Sovereign Financial Group, Inc.	$3.3M	34,294	−1,269	TRIM
466	Parallax Volatility Advisers, L.P.	$3.3M	35,746	+35,746	NEW
467	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	$3.3M	34,042	+8,610	ADD
468	Avantax Planning Partners, Inc.	$3.3M	33,976	−4,860	TRIM
469	Texas Yale Capital Corp.	$3.3M	33,901	−2	TRIM
470	Lantz Financial LLC	$3.3M	33,795	−107	TRIM
471	WEST PACES ADVISORS INC.	$3.3M	33,747	0	NO CHANGE
472	GREAT VALLEY ADVISOR GROUP, INC.	$3.3M	33,711	+2,696	ADD
473	Plan Group Financial, LLC	$3.3M	33,672	+3,029	ADD
474	COURIER CAPITAL LLC	$3.2M	33,446	+68	ADD
475	apricus wealth, LLC	$3.2M	33,377	+1,035	ADD
476	Rockline Wealth Management, LLC	$3.2M	33,353	−850	TRIM
477	WOODMONT INVESTMENT COUNSEL LLC	$3.2M	33,202	+264	ADD
478	IEQ CAPITAL, LLC	$3.2M	33,131	+286	ADD
479	PETTYJOHN, WOOD & WHITE, INC	$3.2M	32,980	−46	TRIM
480	DANSKE BANK A/S	$3.2M	32,963	+5,500	ADD
481	Hennion & Walsh Asset Management, Inc.	$3.2M	32,886	−331	TRIM
482	Adalta Capital Management LLC	$3.2M	32,838	0	NO CHANGE
483	Leelyn Smith, LLC	$3.2M	32,814	+1,144	ADD
484	LITTLE HOUSE CAPITAL LLC	$3.2M	32,797	+457	ADD
485	Perigon Wealth Management, LLC	$3.2M	32,726	+4,820	ADD
486	GREAT LAKES ADVISORS, LLC	$3.2M	32,680	+1,253	ADD
487	FIRST NATIONAL TRUST CO	$3.1M	32,522	−302	TRIM
488	Mutual Advisors, LLC	$3.1M	32,405	+2,858	ADD
489	M3 Wealth Management, LLC	$3.1M	32,110	+20,217	ADD
490	INTACT INVESTMENT MANAGEMENT INC.	$3.1M	32,100	0	NO CHANGE
491	Ethic Inc.	$3.1M	32,053	−576	TRIM
492	Marshall Financial Group, LLC	$3.1M	31,999	+839	ADD
493	Bleakley Financial Group, LLC	$3.1M	31,928	−93	TRIM
494	North Dakota State Investment Board	$3.1M	31,921	−5,871	TRIM
495	Spartan Wealth Advisory Services LLC	$3.0M	31,504	—	NO PRIOR
496	Murphy, Middleton, Hinkle & Parker, Inc.	$3.0M	31,475	−1,241	TRIM
497	SouthState Bank Corp	$3.0M	31,260	+284	ADD
498	Focus Partners Advisor Solutions, LLC	$3.0M	31,120	−4,417	TRIM
499	LongView Wealth Management	$3.0M	31,250	−3,496	TRIM
500	Caldwell Trust Co	$3.0M	30,977	+1,555	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · SO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 2 Gotham Asset Management, Bridgewater Associates $26.0M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SOUTHERN CO

Merged timeline of congressional filings and notable-manager moves on SO
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	TRIM	−6,486 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−23,198 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

23 members of Congress disclosed SO — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).