Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,535 institutions that hold shares in the stock, with a total of 783 Million shares, which have been reported (via 13F filing form) to have a value of $70.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
188,286
shares
|
$17.1 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
186,548
shares
|
$16.9 Million
1.14% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
184,613
shares
|
$16.7 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
184,531
shares
|
$16.7 Million
0.03% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
183,046
shares
|
$16.6 Million
0.08% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
181,993
shares
|
$16.5 Million
0.17% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
181,861
shares
|
$16.5 Million
0.04% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
181,773
shares
|
$16.5 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
180,075
shares
|
$16.3 Million
0.03% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
177,332
shares
|
$16.1 Million
0.15% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
176,142
shares
|
$16 Million
0.1% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Uss Investment Management LTD
|
Nov 13, 2025 Q3 2025 |
175,403
shares
|
$15.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
174,339
shares
|
$15.8 Million
0.06% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
173,754
shares
|
$15.7 Million
0.94% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
172,167
shares
|
$15.6 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
172,092
shares
|
$15.6 Million
0.04% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
168,204
shares
|
$15.2 Million
0.05% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
166,958
shares
|
$15.1 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
164,588
shares
|
$14.9 Million
0.01% of portfolio
|
Q3 2025
Added 15.64%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
163,270
shares
|
$14.8 Million
0.13% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
163,178
shares
|
$14.8 Million
0.09% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
163,026
shares
|
$14.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Nov 07, 2025 Q3 2025 |
162,018
shares
|
$14.7 Million
1.33% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
160,021
shares
|
$14.5 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
159,524
shares
|
$14.4 Million
0.1% of portfolio
|
Q3 2025
Added 10.71%
|
|