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 |
|---|---|---|---|---|---|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
37,921
shares
|
$3.56 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
37,775
shares
|
$3.55 Million
0.19% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
37,735
shares
|
$3.55 Million
0.22% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
37,375
shares
|
$3.51 Million
0.05% of portfolio
|
Q2 2025
Added 39.26%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
37,359
shares
|
$3.51 Million
1.38% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
37,319
shares
|
$3.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.48%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
37,212
shares
|
$3.5 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.46%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
37,102
shares
|
$3.49 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
36,991
shares
|
$3.48 Million
0.04% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
36,811
shares
|
$3.46 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
36,784
shares
|
$3.46 Million
1.02% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
36,531
shares
|
$3.43 Million
0.09% of portfolio
|
Q2 2025
Reduced 44.21%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
36,505
shares
|
$3.43 Million
0.13% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
36,496
shares
|
$3.43 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
36,371
shares
|
$3.42 Million
0.63% of portfolio
|
Q1 2024
Added 30.35%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
35,826
shares
|
$3.37 Million
0.02% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
35,750
shares
|
$3.36 Million
0.17% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
35,364
shares
|
$3.32 Million
1.08% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
35,364
shares
|
$3.32 Million
1.36% of portfolio
|
Q1 2024
Reduced 6.07%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
35,191
shares
|
$3.31 Million
0.14% of portfolio
|
Q2 2025
Added 97.59%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
35,061
shares
|
$3.29 Million
0.05% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
34,981
shares
|
$3.29 Million
0.09% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
34,801
shares
|
$3.27 Million
0.21% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
34,571
shares
|
$3.25 Million
0.38% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
34,527
shares
|
$3.24 Million
0.16% of portfolio
|
Q2 2025
Added 24.72%
|