Who holds SOticker 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 ↗

1,931

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$69.4B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

971

addsholders whose share count rose or who opened the position (new + add), by shares

149

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

23 members of Congress disclosed SO — the congressional view ↗