Free · no sign-up · Q2 2026

Which funds own SO

Southern Co in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $14.1bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 6 managers trimmed or sold out against 3 buying.

Managers holding: 6; at least, of 91 current
Combined value: $14.1bn; as reported
Opened: 0; new this quarter
Added to: 3; already held
Trimmed or sold out: 6; 3 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Capital World Investors Long-only · $846bn book	$6.0bn	0.7%	62,518,698	+$556m+6,278,825	Added
T. Rowe Price Associates Inc Long-only · $999bn book	$4.4bn	0.4%	46,415,904	+$927m+9,990,378	Added
Fidelity (FMR LLC) Long-only · $2304bn book	$2.2bn	0.1%	22,537,244	-$52m-350,690	Trimmed
MFS Investment Management Long-only · $315bn book	$1.3bn	0.4%	13,831,354	-$185m-1,764,446	Trimmed
Soroban Capital Partners LP Long/short equity · $47.8bn book	$162m	0.3%	1,688,287	-$68m-687,224	Trimmed
Verition Fund Management LLC Multi-strategy · $19.7bn book	$49m	0.2%	508,415	+$48m+502,329	Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Capital Research Global Investors · Long-only$252m held before
ExodusPoint Capital Management LP · Multi-strategy$81m held before
Renaissance Technologies LLC · Quantitative$42m held before

Ownership through time

At least 15 of the 95 managers whose filings are on file listed SO in Q2 2026, against 6 in Q2 2013. 3 managers fewer than in Q1 2026: 1 started a position; 2 listed it again; 2 sold out, by their own filings; 4 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Freestone Grove Partners LP$7.1m

Largest increases, by shares

T. Rowe Price Associates Inc36,425,526 to 46,415,904 shares+$956m
Capital World Investors56,239,873 to 62,518,698 shares+$601m
Wellington Management Group LLP4,515,730 to 5,519,410 shares+$96m
Arrowstreet Capital LP559,876 to 704,100 shares+$14m
Freestone Grove Partners LPnew: 74,550 shares+$7.1m

Largest decreases, by shares

MFS Investment Management15,595,800 to 13,831,354 shares-$168m
Soroban Capital Partners LP2,375,511 to 1,688,287 shares-$66m
Fidelity (FMR LLC)22,887,934 to 22,537,244 shares-$34m
Janus Henderson Group Ltd1,713,552 to 1,642,660 shares-$6.8m
Baillie Gifford & Co97,770 to 74,294 shares-$2.2m

Left it

Capital Research Global Investorswas $252m
ExodusPoint Capital Management LPwas $81m

Manager	First listed	Largest	Q2 2026
Capital World Investors	Q4 2013	$6.0bn	$6.0bn
T. Rowe Price Associates Inc	Q4 2016	$4.4bn	$4.4bn
Fidelity (FMR LLC)	Q4 2013	$2.7bn	$2.2bn
MFS Investment Management	Q3 2016	$2.3bn	$1.3bn
Invesco Ltd	Q2 2013	$621m	$534m
Wellington Management Group LLP	Q1 2014	$551m	$528m
Soroban Capital Partners LP	Q2 2024	$577m	$162m
Janus Henderson Group Ltd	Q2 2013	$236m	$157m
AllianceBernstein LP	Q2 2013	$107m	$103m
Arrowstreet Capital LP	Q1 2026	$67m	$67m
Balyasny Asset Management LLC	Q1 2016	$103m	$67m
Verition Fund Management LLC	Q2 2013	$59m	$49m
Woodline Partners LP	Q4 2024	$24m	$24m
Freestone Grove Partners LP	Q1 2025	$28m	$7.1m
Baillie Gifford & Co	Q1 2024	$14m	$7.1m
Capital Research Global Investors	Q2 2013	$929m	last listed Q1 2026
Renaissance Technologies LLC	Q3 2014	$533m	last listed Q1 2026
Marshall Wace LLP	Q1 2017	$356m	last listed Q1 2026
Citadel Advisors LLC	Q1 2019	$224m	last listed Q2 2025
Squarepoint Ops LLC	Q2 2016	$218m	last listed Q1 2026
Point72 Asset Management LP	Q1 2019	$159m	last listed Q2 2025
Millennium Management LLC	Q4 2014	$135m	last listed Q3 2022
AQR Capital Management LLC	Q2 2013	$133m	last listed Q4 2022
D. E. Shaw & Co.	Q3 2015	$132m	last listed Q1 2024
Two Sigma Investments LP	Q2 2014	$123m	last listed Q3 2025

What SO is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around SO →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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