Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

SOUTHERN CO

CIK 0000092122SOSOJCSOJDSOJE· quarter ending 2026-06-30

Shares outstanding

1,150,362,966

as of 2026-06-30 · 10-Q cover page, filed 2026-07-30

Held by 13F filers

835,431,655

72.6% of shares outstanding

Holders

2,370

+4 vs 2026-03-31 · 146 new, 142 exited

Value

$80.0B

shares +5.8% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-30, as of 2026-06-30)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	SO · NYSE	1,150,362,966	835,431,655	72.6%	2,370	842587107

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
842587107	Stock	2,370	835,431,655	1,150,362,966	72.6%	$80.0B	24 call / 26 put	13DG	holders →
842587842	UNIT 12/15/2028not common	52	43,262,060 $2.4M principal	—	—	$2.0B	—	NPORT	holders →
842587ED5	NOTE 3.250% 6/1not common	65	18,824,000 $1.5B principal	—	—	$1.5B	—	NPORT	holders →
842587DZ7	NOTE 4.500% 6/1not common	73	41,904,607 $708.0M principal	—	—	$811.7M	—	NPORT	holders →
842587800	COMnot common	3	19,111	—	—	$358K	—	NPORT	holders →
842587883	PFDnot common	2	11,100	—	—	$188K	—	NPORT	holders →
842587DE4	Corporate Bondsnot common	1	40,000	—	—	$39K	—	NPORT	holders →
842587CW5	Corporate Bondsnot common	1	25,000	—	—	$24K	—	NPORT	holders →
842587404	Common Stocknot common	1	925	—	—	$19K	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 31 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 2,370 · 842587107)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	92,990,716	8.08%	$8.9B	+2,622,013 (+2.9%)
2	VANGUARD CAPITAL MANAGEMENT LLC	73,665,124	6.40%	$7.1B	+2,125,979 (+3.0%)
3	STATE STREET CORP	64,809,708	5.63%	$6.2B	+1,829,620 (+2.9%)
4	Capital World Investors	62,518,698	5.43%	$6.0B	+6,278,825 (+11.2%)
5	PRICE T ROWE ASSOCIATES INC /MD/	46,415,904	4.03%	$4.4B	+9,990,378 (+27.4%)
6	JPMORGAN CHASE & CO	32,778,201	2.85%	$3.2B	-10,559,549 (-24.4%)
7	GEODE CAPITAL MANAGEMENT, LLC	29,315,285	2.55%	$2.8B	+960,236 (+3.4%)
8	VANGUARD PORTFOLIO MANAGEMENT LLC	27,023,691	2.35%	$2.6B	+886,834 (+3.4%)
9	FMR LLC	22,537,244	1.96%	$2.2B	-350,690 (-1.5%)
10	FRANKLIN RESOURCES INC	16,561,908	1.44%	$1.6B	-247,401 (-1.5%)
11	GOLDMAN SACHS GROUP INC	14,582,492	1.27%	$1.4B	+8,740,569 (+149.6%)
12	NORGES BANK	14,358,862	1.25%	$1.4B	NEW
13	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	13,831,354	1.20%	$1.3B	-1,764,446 (-11.3%)
14	MORGAN STANLEY	13,539,685	1.18%	$1.3B	+624,619 (+4.8%)
15	NORTHERN TRUST CORP	9,755,332	0.85%	$933.7M	-72,094 (-0.7%)
16	AMERIPRISE FINANCIAL INC	9,568,912	0.83%	$915.8M	+132,926 (+1.4%)
17	ROYAL BANK OF CANADA	8,721,450	0.76%	$834.7M	-31,725 (-0.4%)
18	BANK OF AMERICA CORP /DE/	8,392,512	0.73%	$803.2M	+11,920 (+0.1%)
19	Legal & General Group Plc	7,703,017	0.67%	$737.3M	-145,265 (-1.9%)
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	7,386,604	0.64%	$707.0M	+275,333 (+3.9%)
21	Bank of New York Mellon Corp	7,278,460	0.63%	$696.6M	-156 (-0.0%)
22	VANGUARD FIDUCIARY TRUST CO	6,330,286	0.55%	$605.9M	+133,202 (+2.1%)
23	Boston Partners	6,174,426	0.54%	$591.1M	+6,133,722 (+15069.1%)
24	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	5,681,674	0.49%	$543.8M	+508,149 (+9.8%)
25	Invesco Ltd.	5,577,317	0.48%	$533.8M	+39,318 (+0.7%)
26	WELLINGTON MANAGEMENT GROUP LLP	5,519,410	0.48%	$528.3M	+1,003,680 (+22.2%)
27	Amundi	4,447,873	0.39%	$425.7M	+1,123,457 (+33.8%)
28	WELLS FARGO & COMPANY/MN	4,306,728	0.37%	$412.2M	+51,891 (+1.2%)
29	Nuveen, LLC	3,967,302	0.34%	$379.7M	+76,731 (+2.0%)
30	Pictet Asset Management Holding SA	3,766,323	0.33%	$360.5M	-470,170 (-11.1%)
31	UBS Group AG	3,702,217	0.32%	$354.3M	-374,135 (-9.2%)
32	RAYMOND JAMES FINANCIAL INC	3,306,209	0.29%	$316.4M	+153,807 (+4.9%)
33	LPL Financial LLC	3,203,334	0.28%	$306.6M	+132,661 (+4.3%)
34	Swiss National Bank	3,179,600	0.28%	$304.3M	-51,800 (-1.6%)
35	Mawer Investment Management Ltd.	3,023,312	0.26%	$289.4M	-398,445 (-11.6%)
36	DEUTSCHE BANK AG\	2,955,110	0.26%	$282.8M	+837,840 (+39.6%)
37	National Pension Service	2,932,978	0.25%	$280.7M	+54,111 (+1.9%)
38	BANK OF MONTREAL /CAN/	2,860,777	0.25%	$273.8M	+1,138,795 (+66.1%)
39	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	2,856,478	0.25%	$273.4M	+2,787,319 (+4030.3%)
40	Mitsubishi UFJ Asset Management Co., Ltd.	2,766,994	0.24%	$264.8M	+266,285 (+10.6%)
41	DIMENSIONAL FUND ADVISORS LP	2,753,892	0.24%	$263.6M	+98,848 (+3.7%)
42	BARCLAYS PLC	2,701,178	0.23%	$258.5M	-1,863,313 (-40.8%)
43	ENVESTNET ASSET MANAGEMENT INC	2,513,008	0.22%	$240.5M	+67,290 (+2.8%)
44	Sumitomo Mitsui Trust Group, Inc.	2,492,383	0.22%	$238.5M	+52,894 (+2.2%)
45	CITIGROUP INC	2,464,771	0.21%	$235.9M	-149,079 (-5.7%)
46	Vanguard Global Advisers, LLC	2,434,744	0.21%	$233.0M	+25,113 (+1.0%)
47	FIRST TRUST ADVISORS LP	2,431,833	0.21%	$232.8M	+1,688,875 (+227.3%)
48	VANGUARD ASSET MANAGEMENT, Ltd	2,392,608	0.21%	$229.0M	+323,365 (+15.6%)
49	Ensign Peak Advisors, Inc	2,320,369	0.20%	$222.1M	+64,347 (+2.9%)
50	California Public Employees Retirement System	2,032,644	0.18%	$194.5M	-65,760 (-3.1%)
51	HSBC HOLDINGS PLC	1,992,743	0.17%	$191.1M	+242,689 (+13.9%)
52	RHUMBLINE ADVISERS	1,967,290	0.17%	$188.3M	+44,819 (+2.3%)
53	FEDERATED HERMES, INC.	1,936,635	0.17%	$185.4M	+46,883 (+2.5%)
54	Pinnacle Financial Partners, Inc.	1,932,339	0.17%	$184.9M	+8,447 (+0.4%)
55	JENNISON ASSOCIATES LLC	1,870,949	0.16%	$179.1M	-59,466 (-3.1%)
56	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	1,796,076	0.16%	$171.9M	-158,989 (-8.1%)
57	Energy Income Partners, LLC	1,735,602	0.15%	$166.1M	+18,760 (+1.1%)
58	NATIXIS ADVISORS, LLC	1,697,019	0.15%	$162.4M	+550,548 (+48.0%)
59	Soroban Capital Partners LP	1,688,287	0.15%	$161.6M	-687,224 (-28.9%)
60	BNP PARIBAS FINANCIAL MARKETS	1,652,536	0.14%	$158.2M	+619,724 (+60.0%)
61	Jupiter Topco LLC	1,642,660	0.14%	$157.2M	NEW
62	Empower Advisory Group, LLC	1,634,931	0.14%	$156.5M	+51,640 (+3.3%)
63	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	1,496,314	0.13%	$143.2M	+751,187 (+100.8%)
64	HighTower Advisors, LLC	1,476,938	0.13%	$141.4M	-38,891 (-2.6%)
65	PRINCIPAL FINANCIAL GROUP INC	1,462,913	0.13%	$140.0M	+17,148 (+1.2%)
66	CANADA PENSION PLAN INVESTMENT BOARD	1,457,085	0.13%	$139.5M	+1,413,514 (+3244.2%)
67	Focus Partners Wealth	1,407,819	0.12%	$134.7M	-54,362 (-3.7%)
68	CONFLUENCE INVESTMENT MANAGEMENT LLC	1,370,593	0.12%	$131.2M	-51,278 (-3.6%)
69	MANUFACTURERS LIFE INSURANCE COMPANY, THE	1,347,359	0.12%	$129.0M	-38,862 (-2.8%)
70	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	1,312,265	0.11%	$125.6M	+35,357 (+2.8%)
71	Assenagon Asset Management S.A.	1,210,818	0.11%	$115.9M	+602,033 (+98.9%)
72	CITADEL ADVISORS LLC	1,173,137	0.10%	$112.3M	+278,240 (+31.1%)
73	Russell Investments Group, Ltd.	1,168,322	0.10%	$111.8M	+44,680 (+4.0%)
74	CAPITAL ADVISORS INC/OK	1,139,024	0.10%	$109.0M	+99,735 (+9.6%)
75	Vanguard Investments Australia, Ltd.	1,126,072	0.10%	$107.8M	+55,581 (+5.2%)
76	STIFEL FINANCIAL CORP	1,067,608	0.09%	$102.2M	+12,079 (+1.1%)
77	NewEdge Advisors, LLC	1,067,217	0.09%	$102.1M	+27,944 (+2.7%)
78	DUFF & PHELPS INVESTMENT MANAGEMENT CO	1,066,805	0.09%	$102.1M	-6,489 (-0.6%)
79	ALLIANCEBERNSTEIN L.P.	1,064,958	0.09%	$102.8M	+19,498 (+1.9%)
80	ZACKS INVESTMENT MANAGEMENT	1,037,823	0.09%	$99.3M	+346 (+0.0%)
81	Capital International Investors	1,036,760	0.09%	$99.2M	-347,049 (-25.1%)
82	NEW YORK STATE COMMON RETIREMENT FUND	1,033,775	0.09%	$98.9M	-17,800 (-1.7%)
83	TRUIST FINANCIAL CORP	971,161	0.08%	$92.9M	+7 (+0.0%)
84	JONES FINANCIAL COMPANIES LLLP	964,398	0.08%	$93.7M	+172,374 (+21.8%)
85	Cambridge Investment Research Advisors, Inc.	954,894	0.08%	$91.4M	+477,860 (+100.2%)
86	APG Asset Management N.V.	954,653	0.08%	$79.9M	+209,252 (+28.1%)
87	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	946,207	0.08%	$90.6M	-14,632 (-1.5%)
88	COMMONWEALTH EQUITY SERVICES, LLC	873,978	0.08%	$83.6M	-16,602 (-1.9%)
89	MACQUARIE GROUP LTD	846,178	0.07%	$81.0M	+105,436 (+14.2%)
90	Cetera Investment Advisers	819,582	0.07%	$78.4M	+21,093 (+2.6%)
91	Mitsubishi UFJ Trust & Banking Corp	811,142	0.07%	$77.6M	+16,988 (+2.1%)
92	Welch Group, LLC	787,841	0.07%	$75.4M	+5,050 (+0.6%)
93	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	779,399	0.07%	$74.6M	-85,371 (-9.9%)
94	Korea Investment CORP	756,114	0.07%	$72.4M	-83,908 (-10.0%)
95	Bank Julius Baer & Co. Ltd, Zurich	746,107	0.06%	$71.6M	+11,841 (+1.6%)
96	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	745,415	0.06%	$71.3M	NEW
97	OLD REPUBLIC INTERNATIONAL CORP	711,900	0.06%	$68.1M	—
98	VICTORY CAPITAL MANAGEMENT INC	707,473	0.06%	$67.7M	+3,987 (+0.6%)
99	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	704,100	0.06%	$67.4M	+144,224 (+25.8%)
100	Balyasny Asset Management L.P.	701,019	0.06%	$67.1M	+543,308 (+344.5%)
101	Quantinno Capital Management LP	700,173	0.06%	$67.0M	+240,610 (+52.4%)
102	COHEN & STEERS, INC.	691,562	0.06%	$66.2M	—
103	SG Americas Securities, LLC	684,551	0.06%	$65.5M	+396,173 (+137.4%)
104	NATIONAL BANK OF CANADA /FI/	678,449	0.06%	$64.9M	+94,311 (+16.1%)
105	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	651,760	0.06%	$62.4M	-409 (-0.1%)
106	Capital Investment Advisors, LLC	648,573	0.06%	$62.1M	+8,373 (+1.3%)
107	Universal- Beteiligungs- und Servicegesellschaft mbH	646,054	0.06%	$61.6M	-40,873 (-6.0%)
108	Creative Planning	625,306	0.05%	$59.8M	+35,749 (+6.1%)
109	OSAIC HOLDINGS, INC.	621,416	0.05%	$59.5M	+71,414 (+13.0%)
110	PRUDENTIAL FINANCIAL INC	609,584	0.05%	$58.3M	-981,007 (-61.7%)
111	STATE OF WISCONSIN INVESTMENT BOARD	598,052	0.05%	$57.2M	+8,383 (+1.4%)
112	Clark Capital Management Group, Inc.	593,182	0.05%	$56.8M	+8,175 (+1.4%)
113	Magellan Asset Management Ltd	592,268	0.05%	$56.7M	+46,723 (+8.6%)
114	VAUGHAN DAVID INVESTMENTS LLC/IL	590,329	0.05%	$56.5M	+8,953 (+1.5%)
115	Treasurer of the State of North Carolina	582,353	0.05%	$55.7M	+110,601 (+23.4%)
116	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	570,498	0.05%	$53.7M	+104,203 (+22.3%)
117	PNC Financial Services Group, Inc.	555,870	0.05%	$53.2M	+8,637 (+1.6%)
118	Chevy Chase Trust Holdings, LLC	548,439	0.05%	$52.5M	+1,991 (+0.4%)
119	SCHRODER INVESTMENT MANAGEMENT GROUP	542,307	0.05%	$52.5M	-140,417 (-20.6%)
120	CANADA LIFE ASSURANCE Co	532,507	0.05%	$50.9M	-97,876 (-15.5%)
121	Asset Management One Co., Ltd.	527,081	0.05%	$50.4M	+8,813 (+1.7%)
122	Investment Management Corp of Ontario	522,424	0.05%	$50.0M	-64,508 (-11.0%)
123	WORLDQUANT MILLENNIUM ADVISORS LLC	512,138	0.04%	$49.0M	+135,507 (+36.0%)
124	Verition Fund Management LLC	508,415	0.04%	$48.7M	+502,329 (+8253.8%)
125	OpenArc Corporate Advisory, LLC	504,412	0.04%	$48.3M	+52,957 (+11.7%)
126	1832 Asset Management L.P.	495,642	0.04%	$47.4M	-69,620 (-12.3%)
127	EP Wealth Advisors, LLC	491,161	0.04%	$47.0M	+106,017 (+27.5%)
128	Sterling Capital Management LLC	484,710	0.04%	$46.4M	-114,744 (-19.1%)
129	VAN ECK ASSOCIATES CORP	480,883	0.04%	$46.0M	+15,716 (+3.4%)
130	CIBC Asset Management Inc	478,067	0.04%	$45.8M	-29,464 (-5.8%)
131	SEI INVESTMENTS CO	463,111	0.04%	$44.3M	-70,848 (-13.3%)
132	AQR CAPITAL MANAGEMENT LLC	456,982	0.04%	$43.7M	+76,392 (+20.1%)
133	NOMURA ASSET MANAGEMENT CO LTD	449,136	0.04%	$43.0M	+31,308 (+7.5%)
134	Savant Capital, LLC	447,836	0.04%	$43.0M	+228,843 (+104.5%)
135	MILLENNIUM MANAGEMENT LLC	434,991	0.04%	$41.6M	-23,467 (-5.1%)
136	MACKENZIE FINANCIAL CORP	430,935	0.04%	$41.2M	+31,894 (+8.0%)
137	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	430,244	0.04%	$41.2M	-15,816 (-3.5%)
138	MML INVESTORS SERVICES, LLC	429,658	0.04%	$41.1M	+78,432 (+22.3%)
139	Resona Asset Management Co.,Ltd.	425,524	0.04%	$40.8M	-18,591 (-4.2%)
140	Janney Montgomery Scott LLC	421,712	0.04%	$40.4M	+38,195 (+10.0%)
141	GABELLI FUNDS LLC	417,952	0.04%	$40.0M	+20,350 (+5.1%)
142	US BANCORP \DE\	413,755	0.04%	$39.6M	+3,891 (+0.9%)
143	TD Asset Management Inc	411,844	0.04%	$39.4M	-6,295 (-1.5%)
144	EDGAR LOMAX CO/VA	411,155	0.04%	$39.4M	-36,915 (-8.2%)
145	Capital International, Inc./CA/	402,657	0.04%	$38.5M	+10,118 (+2.6%)
146	Sanctuary Advisors, LLC	401,627	0.03%	$38.4M	-1,174 (-0.3%)
147	State of Tennessee, Department of Treasury	392,021	0.03%	$37.5M	+84,943 (+27.7%)
148	TORONTO DOMINION BANK	379,515	0.03%	$36.3M	+29,023 (+8.3%)
149	Mariner, LLC	375,232	0.03%	$35.9M	-78,928 (-17.4%)
150	CAHABA WEALTH MANAGEMENT, INC.	373,857	0.03%	$35.8M	-15,721 (-4.0%)
151	Allspring Global Investments Holdings, LLC	372,809	0.03%	$35.5M	+3,358 (+0.9%)
152	Southern Financial Group, LLC	366,432	0.03%	$35.1M	-1,447 (-0.4%)
153	State of New Jersey Common Pension Fund D	364,593	0.03%	$34.9M	-11,062 (-2.9%)
154	DNB Asset Management AS	362,724	0.03%	$34.7M	-184,386 (-33.7%)
155	Bollard Group LLC	355,146	0.03%	$34.0M	+15,005 (+4.4%)
156	Waverly Advisors, LLC	347,945	0.03%	$33.3M	+12,518 (+3.7%)
157	Foundations Investment Advisors, LLC	347,316	0.03%	$33.2M	+43,093 (+14.2%)
158	VIRGINIA RETIREMENT SYSTEMS ET Al	343,619	0.03%	$32.9M	+81,142 (+30.9%)
159	GW HENSSLER & ASSOCIATES LTD	343,576	0.03%	$32.9M	+205 (+0.1%)
160	Aptus Capital Advisors, LLC	342,150	0.03%	$32.7M	-38,956 (-10.2%)
161	FIFTH THIRD BANCORP	333,428	0.03%	$31.9M	+1,478 (+0.4%)
162	IFM Investors Pty Ltd	331,715	0.03%	$31.7M	+32,839 (+11.0%)
163	Kestra Advisory Services, LLC	329,023	0.03%	$31.5M	-34,703 (-9.5%)
164	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	329,018	0.03%	$31.5M	+71,931 (+28.0%)
165	AMERICAN CENTURY COMPANIES INC	326,394	0.03%	$31.2M	+19,897 (+6.5%)
166	CAPTRUST FINANCIAL ADVISORS	325,851	0.03%	$31.2M	+19,238 (+6.3%)
167	Public Sector Pension Investment Board	321,853	0.03%	$30.8M	+8,507 (+2.7%)
168	Czech National Bank	320,873	0.03%	$30.7M	+20,992 (+7.0%)
169	VOYA INVESTMENT MANAGEMENT LLC	314,488	0.03%	$30.1M	+13,270 (+4.4%)
170	ARIZONA STATE RETIREMENT SYSTEM	312,805	0.03%	$29.9M	+11,059 (+3.7%)
171	Mirae Asset Global Investments Co., Ltd.	310,423	0.03%	$29.7M	+94,361 (+43.7%)
172	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	309,176	0.03%	$29.6M	+4,864 (+1.6%)
173	CIBC Bancorp USA Inc.	308,433	0.03%	$29.5M	-57,571 (-15.7%)
174	Arbejdsmarkedets Tillaegspension	304,100	0.03%	$29.1M	+34,504 (+12.8%)
175	TWO SIGMA INVESTMENTS, LP	303,736	0.03%	$29.1M	+147,758 (+94.7%)
176	Crossmark Global Holdings, Inc.	302,533	0.03%	$29.0M	+12,554 (+4.3%)
177	Baird Financial Group, Inc.	298,169	0.03%	$28.5M	-1,304 (-0.4%)
178	Zurcher Kantonalbank (Zurich Cantonalbank)	297,547	0.03%	$28.5M	-35,652 (-10.7%)
179	Susquehanna Portfolio Strategies, LLC	292,936	0.03%	$28.0M	+1,008 (+0.3%)
180	STATE OF MICHIGAN RETIREMENT SYSTEM	288,623	0.03%	$27.6M	+1,000 (+0.3%)
181	HUNTINGTON NATIONAL BANK	287,618	0.03%	$27.5M	+4,412 (+1.6%)
182	Rockefeller Capital Management L.P.	281,598	0.02%	$27.0M	+45,729 (+19.4%)
183	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	279,824	0.02%	$26.8M	+223,055 (+392.9%)
184	D. E. Shaw & Co., Inc.	275,457	0.02%	$26.4M	-84,043 (-23.4%)
185	TEACHER RETIREMENT SYSTEM OF TEXAS	268,847	0.02%	$25.7M	+72,754 (+37.1%)
186	HENNESSY ADVISORS INC	263,900	0.02%	$25.3M	+7,800 (+3.0%)
187	Shaolin Capital Management LLC	262,895	0.02%	$25.2M	-32,838 (-11.1%)
188	Vinva Investment Management Ltd	262,779	0.02%	$25.4M	+155,931 (+145.9%)
189	CRAWFORD INVESTMENT COUNSEL INC	262,546	0.02%	$25.1M	+170 (+0.1%)
190	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	261,561	0.02%	$25.0M	+14,824 (+6.0%)
191	STRS OHIO	260,196	0.02%	$24.9M	-19,951 (-7.1%)
192	MetLife Investment Management, LLC	257,921	0.02%	$24.7M	+625 (+0.2%)
193	Cerity Partners LLC	256,903	0.02%	$24.6M	-3,881 (-1.5%)
194	Illinois Municipal Retirement Fund	255,702	0.02%	$24.5M	-32,912 (-11.4%)
195	Swiss Life Asset Management Ltd	250,850	0.02%	$24.0M	-15,108 (-5.7%)
196	MERCER GLOBAL ADVISORS INC /ADV	249,562	0.02%	$23.9M	+13,696 (+5.8%)
197	Woodline Partners LP	246,048	0.02%	$23.5M	+30,377 (+14.1%)
198	Corient Private Wealth LP	243,080	0.02%	$23.3M	-8,338 (-3.3%)
199	MAI Capital Management	242,161	0.02%	$23.2M	+3,524 (+1.5%)
200	BECKER CAPITAL MANAGEMENT INC	241,005	0.02%	$23.1M	+3,113 (+1.3%)
201	Retirement Systems of Alabama	236,820	0.02%	$22.7M	+2,992 (+1.3%)
202	Vestcor Inc	232,360	0.02%	$22.2M	+7,296 (+3.2%)
203	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	230,310	0.02%	$22.0M	+8,663 (+3.9%)
204	Advisors Capital Management, LLC	229,231	0.02%	$21.9M	+2,587 (+1.1%)
205	FUKOKU MUTUAL LIFE INSURANCE Co	228,779	0.02%	$21.9M	-762 (-0.3%)
206	Richard C. Young & CO., LTD.	228,454	0.02%	$21.9M	+518 (+0.2%)
207	Midwest Trust Co	223,296	0.02%	$21.4M	-3,049 (-1.3%)
208	Calamos Wealth Management LLC	219,644	0.02%	$21.0M	-4,371 (-2.0%)
209	CWA Asset Management Group, LLC	214,338	0.02%	$20.5M	+5,531 (+2.6%)
210	Zurich Insurance Group Ltd/FI	210,975	0.02%	$20.2M	-263,866 (-55.6%)
211	Allianz Asset Management GmbH	210,938	0.02%	$20.2M	+203,602 (+2775.4%)
212	HB Wealth Management, LLC	210,104	0.02%	$20.1M	+18,795 (+9.8%)
213	Wealthfront Advisers LLC	209,303	0.02%	$20.0M	+5,158 (+2.5%)
214	Daiwa Securities Group Inc.	208,893	0.02%	$20.0M	+15,723 (+8.1%)
215	Arkadios Wealth Advisors	208,779	0.02%	$20.0M	+6,336 (+3.1%)
216	Carnegie Investment Counsel	207,587	0.02%	$19.9M	-5,941 (-2.8%)
217	Aventail Capital Group, LP	206,880	0.02%	$19.8M	-112,337 (-35.2%)
218	Gotham Asset Management, LLC	206,301	0.02%	$19.7M	-51,590 (-20.0%)
219	Florida Trust Wealth Management Co	203,535	0.02%	$19.5M	-875 (-0.4%)
220	XPONANCE LLC	202,934	0.02%	$19.4M	+5,371 (+2.7%)
221	BENJAMIN EDWARDS INC	202,906	0.02%	$19.4M	+2,779 (+1.4%)
222	FIRST HORIZON CORP	201,289	0.02%	$19.3M	-652 (-0.3%)
223	Aberdeen Group plc	199,434	0.02%	$19.1M	-241,825 (-54.8%)
224	INTECH INVESTMENT MANAGEMENT LLC	197,585	0.02%	$18.9M	+30,652 (+18.4%)
225	AMALGAMATED BANK	197,480	0.02%	$18.9M	-7,941 (-3.9%)
226	&PARTNERS	196,930	0.02%	$18.8M	+12,401 (+6.7%)
227	BW Gestao de Investimentos Ltda.	193,731	0.02%	$18.5M	-15,561 (-7.4%)
228	Calamos Advisors LLC	193,077	0.02%	$18.5M	-227,548 (-54.1%)
229	Eurizon Capital SGR S.p.A.	192,106	0.02%	$18.5M	+3,923 (+2.1%)
230	PensionDanmark Pensionsforsikringsaktieselskab	192,080	0.02%	$18.4M	+18,800 (+10.8%)
231	LEAVELL INVESTMENT MANAGEMENT, INC.	188,777	0.02%	$18.1M	+3,230 (+1.7%)
232	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	187,989	0.02%	$18.0M	+667 (+0.4%)
233	REGIONS FINANCIAL CORP	187,671	0.02%	$18.0M	-64 (-0.0%)
234	Orion Porfolio Solutions, LLC	187,404	0.02%	$17.9M	-8,421 (-4.3%)
235	iA Global Asset Management Inc.	186,800	0.02%	$17.9M	—
236	NICHOLS & PRATT ADVISERS LLP /MA	186,389	0.02%	$17.8M	+118 (+0.1%)
237	DekaBank Deutsche Girozentrale	184,531	0.02%	$17.8M	—
238	Rakuten Investment Management, Inc.	184,383	0.02%	$17.8M	+20,968 (+12.8%)
239	CAPITAL FUND MANAGEMENT S.A.	183,056	0.02%	$17.5M	-414,684 (-69.4%)
240	Voleon Capital Management LP	181,563	0.02%	$17.4M	+32,054 (+21.4%)
241	NEOS Investment Management LLC	180,235	0.02%	$17.3M	+20,070 (+12.5%)
242	ProShare Advisors LLC	178,902	0.02%	$17.1M	+12,276 (+7.4%)
243	Brookstone Capital Management	176,901	0.02%	$16.9M	+6,000 (+3.5%)
244	FIRST NATIONAL BANK OF OMAHA	176,421	0.02%	$17.0M	+11,938 (+7.3%)
245	Sumitomo Mitsui DS Asset Management Company, Ltd	174,450	0.02%	$16.7M	+912 (+0.5%)
246	Steward Partners Investment Advisory, LLC	174,167	0.02%	$16.7M	+1,651 (+1.0%)
247	Allworth Financial LP	171,520	0.01%	$16.4M	-65,537 (-27.6%)
248	Utah Retirement Systems	171,346	0.01%	$16.4M	-7,805 (-4.4%)
249	Weiss Asset Management LP	171,203	0.01%	$16.4M	+39,903 (+30.4%)
250	Aequim Alternative Investments LP	170,082	0.01%	$16.3M	+74,700 (+78.3%)

Exited since 2026-03-31 (142 filers; largest 25 shown)

Capital Research Global Investors	−2,614,540
JANUS HENDERSON GROUP PLC	−1,713,552
ADAGE CAPITAL PARTNERS GP, L.L.C.	−1,186,900
Qube Research & Technologies Ltd	−866,507
ExodusPoint Capital Management, LP	−834,955
RENAISSANCE TECHNOLOGIES LLC	−431,600
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	−207,650
Connor, Clark & Lunn Investment Management Ltd.	−180,786
CWM, LLC	−158,138
Biondo Investment Advisors, LLC	−139,164
Signature Wealth Management Group	−121,632
Trexquant Investment LP	−97,238
FARMERS TRUST CO	−88,802
Jackson Hole Capital Partners, LLC	−69,001
Campbell & CO Investment Adviser LLC	−49,581
Jain Global LLC	−46,624
TORTOISE CAPITAL ADVISORS, L.L.C.	−42,495
Brooklyn Investment Group	−42,483
U.S. Capital Wealth Advisors, LLC	−39,541
CANANDAIGUA NATIONAL CORP	−38,786
WOLVERINE ASSET MANAGEMENT LLC	−38,380
DARK FOREST CAPITAL MANAGEMENT LP	−31,084
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	−29,968
BANQUE PICTET & CIE SA	−27,427
BlueCrest Capital Management Ltd	−25,962

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Capital World Investors	SCHEDULE 13G	2026-05-14	2026-03-31	63,022,016	5.6%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	83,145,596	7.42%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
JPMORGAN CHASE & CO.	SCHEDULE 13G/A	2026-03-05	2026-02-27	41,304,187	3.7%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.