SO institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

2,304 institutional managers reported holding SO for the quarter ended Mar 31, 2026. Together they hold about 66% of shares outstanding; the top 10 hold 40%. 213 opened new positions; 144 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
Vanguard Group109.58M9.71%$10.58Badded +1.3%≤2013
BlackRock90.37M8.01%$8.72Badded +2%≤2013
State Street62.98M5.58%$6.08Badded +2.4%≤2013
Capital Group (American Funds)56.24M4.99%$5.43Badded +36.7%2025 Q2
T. Rowe Price36.43M3.23%$3.52Badded +5.7%≤2013
Geode Capital28.36M2.51%$2.74Badded +4%≤2013
FMR (Fidelity)22.89M2.03%$2.21Btrimmed -0.5%≤2013
Franklin Resources16.81M1.49%$1.62Badded +9.6%≤2013
MFS Investment Management15.60M1.38%$1.51Btrimmed -4.3%2017 Q3
Morgan Stanley12.92M1.15%$1.25Btrimmed -1.8%≤2013
Northern Trust9.83M0.87%$948.5Munchanged≤2013
Ameriprise Financial INC9.44M0.84%$910.8Munchanged≤2013
UBS9.25M0.82%$892.8Mtrimmed -4.1%≤2013
Royal Bank OF Canada8.75M0.78%$844.9Madded +10.4%≤2013
Bank OF America CORP /DE/8.38M0.74%$808.9Madded +4.9%≤2013
Legal & General Group PLC7.85M0.70%$757.5Mtrimmed -6.8%≤2013
BNY Mellon7.28M0.65%$702.5Mtrimmed -2.3%≤2013
Charles Schwab Investment Management7.11M0.63%$686.6Madded +3.2%≤2013
Goldman Sachs5.84M0.52%$563.9Madded +16.6%≤2013
Invesco5.54M0.49%$534.5Madded +3.4%≤2013
Barclays PLC4.56M0.41%$440.6Madded +3.9%≤2013
Wellington Management4.52M0.40%$435.9Madded +22%≤2013
Wells Fargo & COMPANY/MN4.25M0.38%$410.7Madded +6.1%≤2013
Pictet Asset Management Holding SA4.24M0.38%$408.9Mtrimmed -0.7%≤2013
Nuveen3.89M0.34%$375.5Mtrimmed -14.9%≤2013
Mawer Investment Management LTD.3.42M0.30%$330.3Madded +93.6%2021 Q2
Amundi3.32M0.29%$320.9Madded +89.2%2017 Q4
Mitsubishi UFJ Asset Management CO., LTD.3.29M0.29%$318.0Madded +5.5%≤2013
Swiss National Bank3.23M0.29%$311.9Madded +7.2%≤2013
Raymond James Financial INC3.15M0.28%$304.3Madded +1.9%≤2013
LPL Financial LLC3.07M0.27%$296.4Madded +1.8%≤2013
National Pension Service2.88M0.26%$277.9Mtrimmed -0.7%2014 Q3
Dimensional Fund Advisors2.66M0.23%$256.3Madded +3.2%≤2013
Capital Research Global Investors2.61M0.23%$252.4Madded +216.9%2020 Q2
Citigroup INC2.61M0.23%$252.3Madded +34.9%≤2013
Envestnet Asset Management INC2.45M0.22%$236.1Madded +7.7%≤2013
Sumitomo Mitsui Trust Group, INC.2.44M0.22%$235.5Mtrimmed -5.7%≤2013
Soroban Capital Partners LP (focused)2.38M0.21%$229.3Mtrimmed -61%2025 Q1
Marshall Wace2.33M0.21%$225.3Madded +223.9%2019 Q3
Ensign Peak Advisors, INC2.26M0.20%$217.8Mtrimmed -12.8%2019 Q4
Deutsche Bank AG\2.12M0.19%$204.4Mtrimmed -23.4%≤2013
CalPERS2.10M0.19%$202.5Mtrimmed -26.9%≤2013
Commonwealth OF Pennsylvania Public School Empls Retrmt SYS1.96M0.17%$188.7Mtrimmed -5.5%≤2013
Jennison Associates LLC1.93M0.17%$186.3Madded +20.9%2022 Q3
Pinnacle Financial Partners, INC.1.92M0.17%$185.7Madded +16.7%≤2013
Rhumbline Advisers1.92M0.17%$185.6Mtrimmed -1.1%≤2013
Federated Hermes, INC.1.89M0.17%$182.4Madded +5.8%≤2013
Hsbc Holdings PLC1.75M0.15%$168.9Mtrimmed -5.3%≤2013
Bank OF Montreal /CAN/1.72M0.15%$166.2Mtrimmed -13.3%≤2013
Energy Income Partners, LLC1.72M0.15%$165.7Mtrimmed -4.1%≤2013

Largest 50 of 2,304 shown; the full ranked, searchable register is at boothcheck.com/holders/SO. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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