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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
75,509
shares
|
$7.09 Million
0.12% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
75,445
shares
|
$7.09 Million
0.08% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
75,092
shares
|
$7.06 Million
0.61% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
75,084
shares
|
$7.05 Million
2.35% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
74,983
shares
|
$7.05 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
74,789
shares
|
$7.03 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
74,603
shares
|
$7.01 Million
0.98% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
74,315
shares
|
$6.98 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
74,015
shares
|
$6.95 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
73,583
shares
|
$6.91 Million
2.45% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Aug 04, 2025 Q2 2025 |
73,524
shares
|
$6.91 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
73,474
shares
|
$6.9 Million
0.93% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
72,897
shares
|
$6.85 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
72,546
shares
|
$6.82 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
72,229
shares
|
$6.79 Million
0.77% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
71,554
shares
|
$6.72 Million
1.24% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
70,632
shares
|
$6.64 Million
0.47% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
70,240
shares
|
$6.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
70,210
shares
|
$6.6 Million
0.07% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
70,122
shares
|
$6.59 Million
0.13% of portfolio
|
Q2 2025
Reduced 15.88%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
69,521
shares
|
$6.53 Million
0.67% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
69,351
shares
|
$6.52 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
69,033
shares
|
$6.49 Million
4.36% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
68,666
shares
|
$6.45 Million
0.03% of portfolio
|
Q2 2025
Added 268.99%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
68,650
shares
|
$6.45 Million
0.63% of portfolio
|
Q2 2024
Reduced 1.29%
|