SO (Southern Co) Institutional Ownership: 79.69% (As of Jul. 06, 2026)


SO Southern Co SO
75 GF Score
Price $96.13
GF Value $94.21
Valuation Fairly Valued
! 12 Warning Signs
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What is Southern Co Institutional Ownership?

Southern Co SO -1.89% 75 Institutional Ownership is 79.69% as of Jul. 06, 2026. GuruFocus rates SO with a GF Score™ of 75/100 and a GF Value™ of $94.21 (Fairly Valued). The stock has 12 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Southern Co's institutional ownership is 79.69%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Southern Co's Insider Ownership is 0.29%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Southern Co's Float Percentage Of Total Shares Outstanding is 99.90%.

Southern Co Institutional Ownership Historical Data

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The historical data trend for Southern Co's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Southern Co Institutional Ownership Chart

Southern Co Historical Data

The historical data trend for Southern Co can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 60.49 60.48 60.34 59.84 59.09 58.93 57.39 56.97 56.98 57.41
SO
75GF Score
Southern Co SO
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Southern Co Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 79.69% mean?
Southern Co (SO) has a Institutional Ownership of 79.69% as of Jul. 06, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Southern Co and its competitors.
Is Southern Co's Institutional Ownership too high?
Southern Co's current Institutional Ownership is 79.69%. Overall, Southern Co has a GF Score™ of 75/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Southern Co's Institutional Ownership compare to DUK and AEP?
Southern Co's Institutional Ownership of 79.69% can be compared against companies in the Utilities - Regulated industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Utilities - Regulated company?
A good Institutional Ownership depends on the Utilities - Regulated industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Southern Co and its competitors. Southern Co's current Institutional Ownership is 79.69%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Southern Co stock overvalued right now?
Based on GuruFocus' analysis, Southern Co (SO) is currently considered Fairly Valued. The stock's GF Value™ is $94.21, compared to a current price of $96.13 — trading 2% above its estimated fair value. The current Institutional Ownership is 79.69%. Southern Co's overall GF Score™ is 75/100 with 12 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Southern Co (SO), the current Institutional Ownership is 79.69% as of Jul. 06, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Southern Co (SO) Overvalued in 2026?

Based on GuruFocus' analysis, Southern Co stock appears to be overvalued. The current stock price of $96.13 is trading 2% above its estimated GF Value™ of $94.21. GuruFocus considers Southern Co to be Fairly Valued.

Key valuation signals for SO:

  • Institutional Ownership: 79.69%
  • GF Value™: $94.21 vs. price of $96.13 (2% above fair value)
  • GF Score™: 75/100 with 12 warning signs

No single metric tells the full story. See the SO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Southern Co Business Description

Address 30 Ivan Allen Jr. Boulevard, Northwest, Atlanta, GA, USA, 30308
Southern is one of the largest utilities in the US. The company serves 9 million customers with vertically integrated electric utilities in three states and natural gas distribution utilities in four states. It owns 46 gigawatts of rate-regulated generating capacity, primarily for serving customers in Georgia, Alabama, and Mississippi. Subsidiary Southern Power owns 13 gigawatts of natural gas generation and renewable energy across the US and sells the electricity primarily under long-term contracts.
75GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$96.13
Price
$94.21
GF Value