Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,479 institutions that hold shares in the stock, with a total of 752 Million shares, which have been reported (via 13F filing form) to have a value of $70.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
159,188
shares
|
$15 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
158,859
shares
|
$14.9 Million
0.13% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
158,554
shares
|
$14.9 Million
1.37% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
156,555
shares
|
$14.7 Million
0.05% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
154,550
shares
|
$14.5 Million
0.86% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
154,413
shares
|
$14.5 Million
0.07% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
154,385
shares
|
$14.5 Million
0.88% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
152,861
shares
|
$14.4 Million
0.16% of portfolio
|
Q2 2025
Added 24.32%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
150,212
shares
|
$14.1 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
150,078
shares
|
$14.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
149,620
shares
|
$14.1 Million
0.14% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
148,511
shares
|
$14 Million
1.03% of portfolio
|
Q4 2023
Added 3.63%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
146,298
shares
|
$13.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 58.02%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
146,262
shares
|
$13.7 Million
0.2% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
145,040
shares
|
$13.6 Million
1.45% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
144,105
shares
|
$13.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 32.78%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
144,094
shares
|
$13.5 Million
0.11% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
143,521
shares
|
$13.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
142,453
shares
|
$13.4 Million
0.4% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
142,324
shares
|
$13.4 Million
0.01% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
141,816
shares
|
$13.3 Million
0.03% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
140,307
shares
|
$13.2 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
140,100
shares
|
$13.2 Million
0.28% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
138,499
shares
|
$13 Million
1.7% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
138,210
shares
|
$13 Million
0.09% of portfolio
|
Q2 2025
Added 4.58%
|