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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
34,518
shares
|
$3.24 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
34,506
shares
|
$3.24 Million
0.08% of portfolio
|
Q2 2025
Reduced 66.69%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
34,434
shares
|
$3.24 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
34,221
shares
|
$3.22 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
34,043
shares
|
$3.2 Million
0.16% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
34,008
shares
|
$3.2 Million
0.3% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
33,726
shares
|
$3.17 Million
0.82% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
33,476
shares
|
$3.15 Million
0.1% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
33,411
shares
|
$3.14 Million
0.1% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
33,328
shares
|
$3.13 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 05, 2025 Q2 2025 |
33,317
shares
|
$3.13 Million
0.72% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
33,241
shares
|
$3.12 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
33,219
shares
|
$3.12 Million
1.48% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Nepsis Inc.
|
Jul 14, 2025 Q2 2025 |
33,191
shares
|
$3.12 Million
1.05% of portfolio
|
Q2 2025
Reduced 25.23%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
33,101
shares
|
$3.11 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Cushing Asset Management, LP
Dallas, TX |
Jul 14, 2025 Q2 2025 |
33,000
shares
|
$3.1 Million
0.19% of portfolio
|
Q4 2024
Reduced 26.67%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
32,851
shares
|
$3.09 Million
0.08% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
32,842
shares
|
$3.09 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
32,794
shares
|
$3.08 Million
1.71% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
32,489
shares
|
$3.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
32,303
shares
|
$3.04 Million
0.23% of portfolio
|
Q2 2025
Added 22.17%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
32,068
shares
|
$3.01 Million
0.13% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
32,050
shares
|
$3.01 Million
1.57% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
32,042
shares
|
$3.01 Million
1.19% of portfolio
|
Q2 2025
Added 545.36%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
32,010
shares
|
$3.01 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.42%
|