Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,439 institutions that hold shares in the stock, with a total of 711 Million shares, which have been reported (via 13F filing form) to have a value of $62.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Woodline Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
65,800
shares
|
$5.78 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
65,608
shares
|
$5.76 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
65,485
shares
|
$5.75 Million
0.19% of portfolio
|
Q1 2025
Added 64.6%
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
65,215
shares
|
$5.72 Million
1.41% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
64,735
shares
|
$5.68 Million
2.0% of portfolio
|
Q1 2025
Added 2.15%
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
64,185
shares
|
$5.63 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
64,111
shares
|
$5.63 Million
0.91% of portfolio
|
Q1 2025
Added 450.69%
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
64,018
shares
|
$5.62 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
63,724
shares
|
$5.59 Million
0.59% of portfolio
|
Q1 2025
Added 52.37%
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
63,706
shares
|
$5.59 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
62,624
shares
|
$5.5 Million
1.44% of portfolio
|
Q1 2025
Added 27.32%
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
62,358
shares
|
$5.47 Million
0.2% of portfolio
|
Q1 2025
Reduced 28.45%
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
62,130
shares
|
$5.45 Million
0.09% of portfolio
|
Q4 2024
Added 117.98%
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
61,821
shares
|
$5.43 Million
0.05% of portfolio
|
Q4 2024
Added 4.06%
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
61,699
shares
|
$5.42 Million
1.77% of portfolio
|
Q1 2025
Added 0.71%
|
|
Baugh & Associates, LLC
|
Apr 23, 2025 Q1 2025 |
61,486
shares
|
$5.4 Million
2.75% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
American Trust Investment Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
61,299
shares
|
$5.38 Million
2.24% of portfolio
|
Q4 2024
Added 3.0%
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
61,004
shares
|
$5.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 68.19%
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
60,584
shares
|
$5.32 Million
0.19% of portfolio
|
Q1 2025
Added 1629.0%
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
May 13, 2025 Q1 2025 |
60,519
shares
|
$5.31 Million
0.6% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
59,409
shares
|
$5.21 Million
0.05% of portfolio
|
Q3 2024
Added 255.51%
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
59,379
shares
|
$5.21 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
59,013
shares
|
$5.18 Million
3.37% of portfolio
|
Q1 2025
Added 6.4%
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
58,900
shares
|
$5.17 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
58,894
shares
|
$5.17 Million
0.08% of portfolio
|
Q1 2025
Reduced 15.39%
|