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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
73,144
shares
|
$6.42 Million
0.06% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
72,903
shares
|
$6.4 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
72,752
shares
|
$6.39 Million
0.04% of portfolio
|
Q4 2024
Added 30.13%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
72,452
shares
|
$6.36 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
72,429
shares
|
$6.36 Million
0.07% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
72,144
shares
|
$6.33 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
71,910
shares
|
$6.31 Million
0.1% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
71,836
shares
|
$6.31 Million
0.98% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
71,086
shares
|
$6.24 Million
1.33% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
71,007
shares
|
$6.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 35.77%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
70,240
shares
|
$6.17 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
69,986
shares
|
$6.14 Million
0.12% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
69,845
shares
|
$6.13 Million
0.07% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
69,476
shares
|
$6.1 Million
0.11% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
69,410
shares
|
$6.09 Million
4.61% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
69,116
shares
|
$6.07 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
69,103
shares
|
$6.07 Million
0.71% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
68,650
shares
|
$6.03 Million
0.63% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
68,644
shares
|
$6.03 Million
0.03% of portfolio
|
Q1 2025
Added 821.4%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Apr 01, 2025 Q1 2025 |
68,223
shares
|
$5.99 Million
0.95% of portfolio
|
Q1 2025
Added 217.8%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
68,129
shares
|
$5.98 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
67,731
shares
|
$5.95 Million
1.3% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
67,000
shares
|
$5.88 Million
0.13% of portfolio
|
Q4 2024
Added 31.57%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
66,836
shares
|
$5.87 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
66,223
shares
|
$5.81 Million
2.55% of portfolio
|
Q1 2025
Reduced 9.74%
|