Who owns Southern (SOMN)
Which tracked institutional funds hold SOMN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SOMN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SOMN is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 1393 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SOMN’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp gap the other way — the median holder sizes SOMN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SOMN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2346 tracked filers holding SOMN, 1201 increased or opened the position and 930 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SOMN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1387
- VANGUARD CAPITAL MANAGEMENT LLC$6.9B
- JPMORGAN CHASE & CO$4.2B
- GEODE CAPITAL MANAGEMENT, LLC$2.8B
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.5B
- FRANKLIN RESOURCES INC$2.0B
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.5B
Largest adds
- PRICE T ROWE ASSOCIATES INC /MD/$927M
- BlackRock, Inc.$731M
- NORGES BANK$395M
- Capital World Investors$362M
- STATE STREET CORP$127M
- WELLINGTON MANAGEMENT GROUP LLP$93M
Largest trims
- MARSHALL WACE, LLP$222M
- FMR LLC$48M
- Capital International Investors$34M
- D. E. Shaw & Co., Inc.$3M
- MILLENNIUM MANAGEMENT LLC$3M
- BAILLIE GIFFORD & CO$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 92,990,716 | $8.9B | 12.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 71,539,145 | $6.9B | 9.4% | 2026-Q1 |
| STATE STREET CORP added | 64,809,708 | $6.2B | 8.5% | 2026-Q2 |
| Capital World Investors added | 62,518,698 | $6.0B | 8.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 46,415,904 | $4.4B | 6.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 28,355,049 | $2.8B | 3.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 26,136,857 | $2.5B | 3.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 16,809,309 | $1.6B | 2.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 15,595,800 | $1.5B | 2.1% | 2026-Q1 |
| NORGES BANK added | 14,358,862 | $1.4B | 1.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 12,915,066 | $1.2B | 1.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 9,827,426 | $949M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 9,435,986 | $910M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 8,753,175 | $845M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 8,380,592 | $809M | 1.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 7,848,282 | $758M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 7,278,616 | $703M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 7,111,271 | $686M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 6,197,084 | $598M | 0.8% | 2026-Q1 |
| Invesco Ltd. added | 5,577,317 | $534M | 0.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 5,519,410 | $528M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 5,173,525 | $499M | 0.7% | 2026-Q1 |
| BARCLAYS PLC added | 4,564,491 | $441M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,254,837 | $411M | 0.6% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 4,236,493 | $409M | 0.6% | 2026-Q1 |
| UBS Group AG added | 4,076,352 | $393M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 3,890,571 | $376M | 0.5% | 2026-Q1 |
| Mawer Investment Management Ltd. added | 3,421,757 | $330M | 0.5% | 2026-Q1 |
| Amundi added | 3,324,416 | $321M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 3,231,400 | $312M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,152,402 | $304M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 3,070,673 | $296M | 0.4% | 2026-Q1 |
| National Pension Service trimmed | 2,878,867 | $278M | 0.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,655,044 | $256M | 0.3% | 2026-Q1 |
| Capital Research Global Investors added | 2,614,540 | $252M | 0.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 4,850,000 | $249M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 2,500,709 | $241M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,445,718 | $236M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 2,439,489 | $235M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,409,631 | $233M | 0.3% | 2026-Q1 |
| Soroban Capital Partners LP trimmed | 2,375,511 | $229M | 0.3% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 2,256,022 | $218M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 2,117,270 | $204M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 2,098,404 | $203M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 2,069,243 | $200M | 0.3% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 1,955,065 | $189M | 0.3% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 1,930,415 | $186M | 0.3% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 1,923,892 | $186M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,922,471 | $186M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,750,054 | $169M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,721,982 | $166M | 0.2% | 2026-Q1 |
| Energy Income Partners, LLC trimmed | 1,716,842 | $166M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 1,713,552 | $165M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 1,590,591 | $154M | 0.2% | 2026-Q1 |
| Empower Advisory Group, LLC added | 1,583,291 | $153M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 1,515,829 | $146M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 1,462,181 | $141M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,445,765 | $140M | 0.2% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 1,421,871 | $137M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,276,908 | $123M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 1,186,900 | $115M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 1,177,177 | $114M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,173,137 | $112M | 0.2% | 2026-Q2 |
| NATIXIS ADVISORS, LLC added | 1,146,471 | $111M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 1,123,642 | $108M | 0.1% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 1,073,294 | $104M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 1,070,491 | $103M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,055,529 | $102M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 1,051,575 | $101M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,953,007 | $101M | 0.1% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK added | 1,039,289 | $100M | 0.1% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 1,037,477 | $100M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,032,812 | $100M | 0.1% | 2026-Q1 |
| Capital International Investors trimmed | 1,036,760 | $99M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 971,154 | $94M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 960,839 | $93M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,045,460 | $91M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 890,580 | $86M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 866,507 | $84M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM added | 864,770 | $83M | 0.1% | 2026-Q1 |
| Korea Investment CORP trimmed | 840,022 | $81M | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 834,955 | $81M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 798,489 | $77M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp added | 794,154 | $77M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 792,024 | $76M | 0.1% | 2026-Q1 |
| Welch Group, LLC added | 782,791 | $76M | 0.1% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 745,127 | $72M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 742,958 | $72M | 0.1% | 2026-Q1 |
| MACQUARIE GROUP LTD trimmed | 740,742 | $71M | 0.1% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 734,266 | $71M | 0.1% | 2026-Q1 |
| Portman Square Capital LLP added | 1,336,000 | $69M | 0.1% | 2026-Q1 |
| OLD REPUBLIC INTERNATIONAL CORP | 711,900 | $69M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 701,019 | $67M | 0.1% | 2026-Q2 |
| COHEN & STEERS, INC. | 691,562 | $67M | 0.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 682,724 | $66M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 686,927 | $66M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 108,057,413 | $9.4B | 12.9% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP trimmed | 1,688,686 | $160M | 0.2% | 2025-Q3 stale |
| MIZUHO MARKETS AMERICAS LLC | 933,700 | $88M | 0.1% | 2025-Q3 stale |
| Stonegate Investment Group, LLC added | 892,989 | $85M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.