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 |
|---|---|---|---|---|---|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
1,865,810
shares
|
$175 Million
2.07% of portfolio
|
Q2 2022
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
1,801,472
shares
|
$169 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
1,691,153
shares
|
$159 Million
1.94% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,681,955
shares
|
$158 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
1,579,454
shares
|
$148 Million
2.13% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,521,288
shares
|
$143 Million
0.18% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
1,471,380
shares
|
$138 Million
0.41% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
1,425,255
shares
|
$134 Million
0.07% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,345,974
shares
|
$126 Million
1.49% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
1,312,583
shares
|
$123 Million
0.14% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
1,312,546
shares
|
$123 Million
1.06% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Aug 14, 2025 Q2 2025 |
1,271,065
shares
|
$119 Million
2.29% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,243,669
shares
|
$117 Million
0.11% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
1,207,378
shares
|
$113 Million
0.97% of portfolio
|
Q2 2025
Added 90.24%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
1,200,624
shares
|
$113 Million
0.18% of portfolio
|
Q2 2025
Added 71.36%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
1,197,502
shares
|
$113 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,186,232
shares
|
$111 Million
0.17% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,168,862
shares
|
$110 Million
0.04% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Aug 12, 2025 Q2 2025 |
1,168,486
shares
|
$110 Million
0.28% of portfolio
|
Q2 2025
Added 400.73%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
1,164,431
shares
|
$109 Million
0.14% of portfolio
|
Q2 2025
Added 92.23%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,156,505
shares
|
$109 Million
0.4% of portfolio
|
Q4 2022
Added 2.59%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,147,022
shares
|
$108 Million
0.14% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
1,138,774
shares
|
$107 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,125,364
shares
|
$106 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,118,326
shares
|
$105 Million
0.19% of portfolio
|
Q2 2025
Added 0.04%
|