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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,918
shares
|
$2.81 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
29,849
shares
|
$2.8 Million
0.93% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
29,845
shares
|
$2.8 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
29,719
shares
|
$2.79 Million
0.06% of portfolio
|
Q2 2025
Added 13.43%
|
|
|
Ilex Capital Partners (Uk) LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
29,702
shares
|
$2.79 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
29,473
shares
|
$2.77 Million
1.07% of portfolio
|
Q2 2025
Added 17.1%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
29,370
shares
|
$2.76 Million
0.19% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
29,280
shares
|
$2.75 Million
0.31% of portfolio
|
Q1 2025
Added 38.93%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
29,269
shares
|
$2.75 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jul 31, 2025 Q2 2025 |
29,221
shares
|
$2.75 Million
1.62% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
28,986
shares
|
$2.72 Million
0.3% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
28,833
shares
|
$2.71 Million
0.69% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
28,620
shares
|
$2.69 Million
0.18% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Aug 11, 2025 Q2 2025 |
28,370
shares
|
$2.67 Million
2.39% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
28,309
shares
|
$2.66 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
28,205
shares
|
$2.65 Million
2.8% of portfolio
|
Q3 2023
Reduced 41.36%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
28,121
shares
|
$2.64 Million
0.52% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
28,017
shares
|
$2.63 Million
1.49% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
27,606
shares
|
$2.59 Million
0.09% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
27,452
shares
|
$2.58 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
27,425
shares
|
$2.58 Million
0.36% of portfolio
|
Q2 2025
Added 493.74%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
27,300
shares
|
$2.57 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
27,147
shares
|
$2.55 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
27,098
shares
|
$2.55 Million
0.05% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
27,089
shares
|
$2.55 Million
0.19% of portfolio
|
Q2 2025
Added 0.31%
|