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 |
|---|---|---|---|---|---|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
158,717
shares
|
$14.4 Million
0.16% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
158,490
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
158,145
shares
|
$14.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
158,043
shares
|
$14.3 Million
0.06% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
155,720
shares
|
$14.1 Million
0.14% of portfolio
|
Q3 2025
Reduced 48.61%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
154,385
shares
|
$14 Million
0.88% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
153,640
shares
|
$13.9 Million
0.69% of portfolio
|
Q3 2025
Added 87.63%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
152,754
shares
|
$13.8 Million
0.2% of portfolio
|
Q3 2025
Added 21.66%
|
|
|
Baillie Gifford & CO
|
Oct 31, 2025 Q3 2025 |
152,730
shares
|
$13.8 Million
0.01% of portfolio
|
Q3 2025
Added 595.11%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
149,970
shares
|
$13.6 Million
0.53% of portfolio
|
Q3 2025
Reduced 30.52%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
149,490
shares
|
$13.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
149,254
shares
|
$13.5 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
148,511
shares
|
$13.5 Million
1.03% of portfolio
|
Q4 2023
Added 3.63%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
148,459
shares
|
$13.4 Million
0.03% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Ccm Investment Advisers LLC
|
Oct 10, 2025 Q3 2025 |
147,909
shares
|
$13.4 Million
1.4% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
147,761
shares
|
$13.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
147,459
shares
|
$13.4 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
146,462
shares
|
$13.3 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
146,262
shares
|
$13.2 Million
0.2% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
146,007
shares
|
$13.2 Million
0.41% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
145,967
shares
|
$13.2 Million
0.76% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
145,410
shares
|
$13.2 Million
0.37% of portfolio
|
Q3 2025
Added 17.16%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
145,384
shares
|
$13.2 Million
0.07% of portfolio
|
Q3 2025
Added 22.29%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
144,509
shares
|
$13.1 Million
0.36% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
141,179
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.45%
|
|