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 |
|---|---|---|---|---|---|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
118,980
shares
|
$11.2 Million
0.82% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Woodline Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
118,883
shares
|
$11.2 Million
0.06% of portfolio
|
Q2 2025
Added 28.43%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
118,110
shares
|
$11.1 Million
0.04% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
117,585
shares
|
$11 Million
0.11% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
117,483
shares
|
$11 Million
2.68% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
117,189
shares
|
$11 Million
0.16% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
116,850
shares
|
$11 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
115,536
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.39%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
115,534
shares
|
$10.9 Million
0.06% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
115,283
shares
|
$10.8 Million
0.19% of portfolio
|
Q2 2025
Added 711.97%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
114,920
shares
|
$10.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
114,192
shares
|
$10.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 69.55%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
114,138
shares
|
$10.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.18%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
111,882
shares
|
$10.5 Million
0.07% of portfolio
|
Q1 2022
Reduced 68.14%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
108,279
shares
|
$10.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
108,226
shares
|
$10.2 Million
0.19% of portfolio
|
Q2 2025
Added 199.85%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
106,833
shares
|
$10 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
106,443
shares
|
$10 Million
0.48% of portfolio
|
Q2 2025
Added 18.89%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
105,700
shares
|
$9.93 Million
0.65% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
105,038
shares
|
$9.87 Million
0.03% of portfolio
|
Q2 2025
Added 47.93%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
104,638
shares
|
$9.83 Million
0.45% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
104,317
shares
|
$9.8 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
104,100
shares
|
$9.78 Million
0.37% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
103,398
shares
|
$9.72 Million
0.12% of portfolio
|
Q2 2025
Added 26.08%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
103,041
shares
|
$9.68 Million
0.5% of portfolio
|
Q2 2025
Added 2.81%
|