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 |
|---|---|---|---|---|---|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
68,186
shares
|
$6.41 Million
1.18% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
68,181
shares
|
$6.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.72%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
67,980
shares
|
$6.39 Million
0.09% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
66,560
shares
|
$6.25 Million
1.17% of portfolio
|
Q2 2025
Added 35.08%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
66,352
shares
|
$6.23 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
66,076
shares
|
$6.21 Million
0.94% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
65,692
shares
|
$6.17 Million
1.37% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
65,608
shares
|
$6.16 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
65,571
shares
|
$6.16 Million
0.83% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
65,415
shares
|
$6.15 Million
2.53% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jul 29, 2025 Q2 2025 |
65,349
shares
|
$6.14 Million
0.01% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
64,008
shares
|
$6.01 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
63,725
shares
|
$5.99 Million
0.54% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
63,196
shares
|
$5.94 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
62,990
shares
|
$5.92 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Resolution Capital LTD
Sydney, Nsw, C3 |
Aug 14, 2025 Q2 2025 |
61,987
shares
|
$5.82 Million
0.11% of portfolio
|
Q2 2025
Added 75.33%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 08, 2025 Q2 2025 |
61,600
shares
|
$5.79 Million
0.07% of portfolio
|
Q2 2025
Reduced 69.86%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
61,438
shares
|
$5.77 Million
0.31% of portfolio
|
Q2 2025
Reduced 33.08%
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
61,207
shares
|
$5.75 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
61,045
shares
|
$5.74 Million
1.18% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
60,811
shares
|
$5.71 Million
3.17% of portfolio
|
Q2 2025
New holding
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
59,974
shares
|
$5.64 Million
1.39% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
59,409
shares
|
$5.58 Million
0.05% of portfolio
|
Q3 2024
Added 255.51%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
59,217
shares
|
$5.56 Million
0.97% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
59,056
shares
|
$5.55 Million
0.13% of portfolio
|
Q2 2025
Added 11.63%
|