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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
14,908
shares
|
$1.4 Million
0.06% of portfolio
|
Q2 2025
Added 277.61%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
14,873
shares
|
$1.4 Million
0.33% of portfolio
|
Q2 2025
Reduced 15.27%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
14,854
shares
|
$1.4 Million
0.27% of portfolio
|
Q2 2025
Added 27.97%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
14,811
shares
|
$1.39 Million
0.59% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
14,731
shares
|
$1.38 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
14,711
shares
|
$1.38 Million
0.26% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
14,617
shares
|
$1.37 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
14,584
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Added 15.18%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
14,558
shares
|
$1.37 Million
0.43% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
14,516
shares
|
$1.36 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
14,496
shares
|
$1.36 Million
0.19% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
14,493
shares
|
$1.36 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
14,452
shares
|
$1.36 Million
0.58% of portfolio
|
Q2 2025
Reduced 17.77%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
14,430
shares
|
$1.36 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
14,401
shares
|
$1.35 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
14,385
shares
|
$1.35 Million
0.31% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
14,294
shares
|
$1.34 Million
0.21% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
14,279
shares
|
$1.34 Million
0.07% of portfolio
|
Q2 2025
Reduced 46.83%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
14,225
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
14,182
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2025
Added 63.2%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
14,174
shares
|
$1.33 Million
0.21% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
14,170
shares
|
$1.33 Million
0.11% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
14,160
shares
|
$1.33 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
14,160
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
14,156
shares
|
$1.33 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.56%
|