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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
44,504
shares
|
$4.18 Million
0.61% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
44,504
shares
|
$4.18 Million
0.61% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
44,489
shares
|
$4.18 Million
0.16% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
44,390
shares
|
$4.17 Million
0.3% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
44,096
shares
|
$4.14 Million
0.1% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
44,026
shares
|
$4.14 Million
0.37% of portfolio
|
Q2 2022
Reduced 6.64%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
43,986
shares
|
$4.13 Million
0.03% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
43,859
shares
|
$4.12 Million
0.08% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
43,843
shares
|
$4.12 Million
0.01% of portfolio
|
Q2 2025
Added 235.63%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
43,817
shares
|
$4.12 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
43,597
shares
|
$4.1 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
43,586
shares
|
$4.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 55.08%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
43,461
shares
|
$4.08 Million
1.73% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
43,360
shares
|
$4.07 Million
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
43,346
shares
|
$4.07 Million
1.44% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
43,252
shares
|
$4.06 Million
0.09% of portfolio
|
Q3 2022
Reduced 4.25%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
43,039
shares
|
$4.04 Million
0.15% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
42,227
shares
|
$3.97 Million
0.02% of portfolio
|
Q2 2025
Reduced 59.8%
|
|
|
Buckhead Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
42,194
shares
|
$3.96 Million
1.58% of portfolio
|
Q2 2025
Reduced 34.82%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
42,169
shares
|
$3.96 Million
0.05% of portfolio
|
Q2 2025
Added 96.57%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
42,053
shares
|
$3.95 Million
1.07% of portfolio
|
Q2 2022
Reduced 0.48%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
41,880
shares
|
$3.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.99%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
41,582
shares
|
$3.91 Million
0.21% of portfolio
|
Q2 2022
Added 6.0%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
41,546
shares
|
$3.9 Million
0.36% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
41,460
shares
|
$3.9 Million
0.31% of portfolio
|
Q2 2025
Added 10.27%
|