Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,431 institutions that hold shares in the stock, with a total of 733 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
115,536
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.39%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
114,887
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
114,289
shares
|
$10 Million
0.0% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
114,083
shares
|
$10 Million
0.12% of portfolio
|
Q4 2024
Added 52.09%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
113,480
shares
|
$9.96 Million
0.16% of portfolio
|
Q4 2022
Reduced 4.46%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
113,145
shares
|
$9.93 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
112,562
shares
|
$9.88 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
111,882
shares
|
$9.82 Million
0.07% of portfolio
|
Q1 2022
Reduced 68.14%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
110,769
shares
|
$9.72 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
110,759
shares
|
$9.72 Million
0.14% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
110,199
shares
|
$9.67 Million
0.1% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
109,417
shares
|
$9.6 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Employees Retirement System Of Texas
|
Feb 27, 2025 Q4 2024 |
109,404
shares
|
$9.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
108,988
shares
|
$9.57 Million
0.29% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Feb 13, 2025 Q4 2024 |
108,405
shares
|
$9.52 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
108,360
shares
|
$9.51 Million
0.04% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
107,449
shares
|
$9.43 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
107,100
shares
|
$9.4 Million
0.36% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
106,879
shares
|
$9.38 Million
0.16% of portfolio
|
Q1 2025
Added 25.53%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
104,922
shares
|
$9.21 Million
0.74% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
103,579
shares
|
$9.09 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
102,859
shares
|
$9.03 Million
0.73% of portfolio
|
Q4 2024
Added 28.88%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
102,115
shares
|
$8.96 Million
0.05% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
101,801
shares
|
$8.94 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
100,994
shares
|
$8.87 Million
0.62% of portfolio
|
Q1 2025
Added 2.66%
|