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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
94,829
shares
|
$8.91 Million
0.65% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
93,737
shares
|
$8.81 Million
0.01% of portfolio
|
Q2 2025
Added 16.41%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
92,536
shares
|
$8.69 Million
0.1% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
92,536
shares
|
$8.69 Million
1.58% of portfolio
|
Q2 2025
Reduced 41.34%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
92,413
shares
|
$8.68 Million
0.27% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
92,003
shares
|
$8.64 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Aug 07, 2025 Q2 2025 |
91,747
shares
|
$8.62 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
91,413
shares
|
$8.59 Million
0.62% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
90,424
shares
|
$8.5 Million
0.18% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Jul 23, 2025 Q2 2025 |
89,931
shares
|
$8.45 Million
4.04% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
89,373
shares
|
$8.4 Million
1.47% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
88,995
shares
|
$8.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.54%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
88,649
shares
|
$8.33 Million
0.09% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
88,418
shares
|
$8.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 56.71%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
88,040
shares
|
$8.27 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
87,918
shares
|
$8.26 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
87,731
shares
|
$8.24 Million
0.2% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
86,873
shares
|
$8.16 Million
1.25% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Chronos Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
86,545
shares
|
$8.13 Million
4.19% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
86,489
shares
|
$8.13 Million
0.18% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
85,856
shares
|
$8.07 Million
0.06% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
85,744
shares
|
$8.06 Million
0.4% of portfolio
|
Q2 2025
Added 108.66%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
85,084
shares
|
$7.99 Million
0.16% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
84,492
shares
|
$7.94 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
84,302
shares
|
$7.92 Million
0.09% of portfolio
|
Q2 2025
Added 17.23%
|