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 |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
20,975
shares
|
$1.97 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
20,952
shares
|
$1.97 Million
0.6% of portfolio
|
Q2 2025
Added 831.2%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
20,881
shares
|
$1.96 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
20,865
shares
|
$1.96 Million
0.39% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
20,800
shares
|
$1.95 Million
0.07% of portfolio
|
Q1 2025
Reduced 34.43%
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
20,701
shares
|
$1.95 Million
0.44% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
20,632
shares
|
$1.94 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
20,620
shares
|
$1.94 Million
0.19% of portfolio
|
Q2 2025
Reduced 53.14%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
20,358
shares
|
$1.91 Million
0.16% of portfolio
|
Q2 2025
Added 654.28%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
20,332
shares
|
$1.91 Million
1.1% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
20,324
shares
|
$1.91 Million
0.12% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
20,292
shares
|
$1.91 Million
0.06% of portfolio
|
Q3 2022
Added 4.33%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
20,190
shares
|
$1.9 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
20,166
shares
|
$1.89 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
20,154
shares
|
$1.89 Million
0.33% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
20,103
shares
|
$1.89 Million
0.43% of portfolio
|
Q4 2024
Reduced 36.21%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
20,085
shares
|
$1.89 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
20,037
shares
|
$1.88 Million
0.13% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
20,036
shares
|
$1.88 Million
0.04% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Canal Insurance CO
|
Jul 30, 2025 Q2 2025 |
20,000
shares
|
$1.88 Million
0.41% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
19,973
shares
|
$1.88 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
19,961
shares
|
$1.88 Million
0.27% of portfolio
|
Q2 2025
Reduced 30.45%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
19,946
shares
|
$1.87 Million
0.12% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
19,841
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
19,665
shares
|
$1.85 Million
0.81% of portfolio
|
Q2 2025
Added 6.67%
|