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 |
|---|---|---|---|---|---|
|
State Board Of Administration Of Florida Retirement System
|
Aug 13, 2025 Q2 2025 |
1,094,349
shares
|
$103 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,084,523
shares
|
$102 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,057,031
shares
|
$99.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
1,044,101
shares
|
$98.1 Million
0.09% of portfolio
|
Q2 2025
Added 1518.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,014,384
shares
|
$95.3 Million
0.09% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,006,600
shares
|
$94.6 Million
0.16% of portfolio
|
Q2 2025
Reduced 25.39%
|
|
|
Mizuho Markets Americas LLC
|
Aug 01, 2025 Q2 2025 |
933,700
shares
|
$87.7 Million
2.12% of portfolio
|
Q2 2025
Added 324.41%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
933,252
shares
|
$87.7 Million
0.07% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
928,504
shares
|
$87.2 Million
1.57% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
912,450
shares
|
$85.7 Million
0.11% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
893,434
shares
|
$83.9 Million
1.59% of portfolio
|
Q1 2024
Added 9.56%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
890,861
shares
|
$83.7 Million
2.12% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
870,513
shares
|
$81.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
Korea Investment Corp
Seoul, M5 |
Aug 13, 2025 Q2 2025 |
856,846
shares
|
$80.5 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Mawer Investment Management Ltd.
Calgary, A0 |
Aug 07, 2025 Q2 2025 |
836,480
shares
|
$78.6 Million
0.4% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
832,086
shares
|
$78.2 Million
0.56% of portfolio
|
Q2 2025
Reduced 19.37%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
824,394
shares
|
$77.5 Million
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
822,403
shares
|
$77.3 Million
0.18% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
811,737
shares
|
$76.3 Million
0.12% of portfolio
|
Q2 2025
Added 790.57%
|
|
|
New York State Teachers Retirement System
|
Jul 28, 2025 Q2 2025 |
804,729
shares
|
$75.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
786,524
shares
|
$73.9 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Old Republic International Corp
Chicago, IL |
Jul 09, 2025 Q2 2025 |
771,000
shares
|
$72.4 Million
2.78% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
767,455
shares
|
$72.1 Million
2.95% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 08, 2025 Q2 2025 |
750,229
shares
|
$70.5 Million
0.64% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
739,044
shares
|
$69.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.69%
|