Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,483 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 $70.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
136,800
shares
|
$12.8 Million
0.08% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
136,141
shares
|
$12.8 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
135,782
shares
|
$12.7 Million
0.94% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
134,197
shares
|
$12.6 Million
0.03% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Aug 14, 2025 Q2 2025 |
133,597
shares
|
$12.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
133,538
shares
|
$12.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
131,018
shares
|
$12.3 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
129,466
shares
|
$12.2 Million
0.38% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
127,036
shares
|
$11.9 Million
1.67% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
127,022
shares
|
$11.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
126,020
shares
|
$11.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
125,776
shares
|
$11.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
125,556
shares
|
$11.8 Million
0.17% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
125,491
shares
|
$11.8 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
125,486
shares
|
$11.8 Million
0.02% of portfolio
|
Q2 2025
Added 37.39%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
125,152
shares
|
$11.8 Million
0.77% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
124,108
shares
|
$11.7 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
123,591
shares
|
$11.6 Million
0.2% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
123,339
shares
|
$11.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
122,408
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
122,058
shares
|
$11.5 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
121,479
shares
|
$11.4 Million
0.43% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
121,009
shares
|
$11.4 Million
4.64% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Rwc Asset Management LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
120,024
shares
|
$11.3 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
118,980
shares
|
$11.2 Million
0.82% of portfolio
|
Q2 2025
Added 2.7%
|