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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
25,551
shares
|
$2.4 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
25,524
shares
|
$2.4 Million
0.07% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
25,479
shares
|
$2.39 Million
0.15% of portfolio
|
Q2 2025
Added 19.88%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
25,394
shares
|
$2.39 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
25,322
shares
|
$2.38 Million
0.29% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
25,265
shares
|
$2.37 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
25,168
shares
|
$2.36 Million
0.03% of portfolio
|
Q2 2025
Added 629.08%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
25,132
shares
|
$2.36 Million
1.01% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
25,025
shares
|
$2.35 Million
0.07% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
25,010
shares
|
$2.35 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American Assets Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
25,000
shares
|
$2.35 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
24,984
shares
|
$2.35 Million
1.31% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
24,890
shares
|
$2.34 Million
0.12% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
24,862
shares
|
$2.34 Million
0.25% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,790
shares
|
$2.33 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
24,506
shares
|
$2.3 Million
0.02% of portfolio
|
Q2 2025
Added 12.8%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
24,471
shares
|
$2.3 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
24,442
shares
|
$2.3 Million
0.09% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
24,428
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
24,358
shares
|
$2.29 Million
0.19% of portfolio
|
Q2 2025
Added 15.13%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
24,352
shares
|
$2.29 Million
0.05% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
24,171
shares
|
$2.27 Million
1.5% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
24,091
shares
|
$2.26 Million
0.01% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
23,780
shares
|
$2.23 Million
0.05% of portfolio
|
Q2 2025
Added 183.64%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
23,752
shares
|
$2.23 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.6%
|