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 |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
4,979,444
shares
|
$437 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
4,322,931
shares
|
$379 Million
0.45% of portfolio
|
Q4 2024
Added 325.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,830,059
shares
|
$336 Million
0.12% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,683,136
shares
|
$323 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
3,646,793
shares
|
$320 Million
0.39% of portfolio
|
Q1 2025
Added 36.08%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
3,090,300
shares
|
$271 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
3,046,293
shares
|
$267 Million
0.64% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
2,928,531
shares
|
$257 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
2,780,137
shares
|
$244 Million
0.08% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,718,040
shares
|
$239 Million
0.15% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
2,634,793
shares
|
$231 Million
0.3% of portfolio
|
Q4 2024
Added 430.09%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
2,617,558
shares
|
$230 Million
0.17% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Feb 04, 2025 Q4 2024 |
2,600,074
shares
|
$228 Million
0.21% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,496,532
shares
|
$219 Million
0.08% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
2,440,982
shares
|
$214 Million
0.05% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,351,902
shares
|
$206 Million
0.09% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
2,161,929
shares
|
$190 Million
0.14% of portfolio
|
Q1 2025
Added 40.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,153,528
shares
|
$189 Million
0.09% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Feb 11, 2025 Q4 2024 |
2,075,518
shares
|
$182 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,980,161
shares
|
$174 Million
0.1% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
1,965,098
shares
|
$172 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,954,213
shares
|
$172 Million
0.11% of portfolio
|
Q1 2025
Reduced 98.91%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
1,946,904
shares
|
$171 Million
0.17% of portfolio
|
Q1 2025
Added 13.46%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
1,926,456
shares
|
$169 Million
0.07% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,865,810
shares
|
$164 Million
2.07% of portfolio
|
Q2 2022
New holding
|