Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,336 institutions that hold shares in the stock, with a total of 718 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mawer Investment Management Ltd.
Calgary, A0 |
Feb 12, 2025 Q4 2024 |
917,274
shares
|
$82.2 Million
0.35% of portfolio
|
Q4 2024
Reduced 15.55%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
915,908
shares
|
$82.1 Million
2.07% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
New York State Teachers Retirement System
|
Jan 30, 2025 Q4 2024 |
907,871
shares
|
$81.3 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
896,323
shares
|
$80.3 Million
0.59% of portfolio
|
Q4 2024
Added 1747.33%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
893,434
shares
|
$80.1 Million
1.59% of portfolio
|
Q1 2024
Added 9.56%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
890,267
shares
|
$79.8 Million
1.5% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
885,993
shares
|
$79.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Korea Investment Corp
Seoul, M5 |
Feb 12, 2025 Q4 2024 |
844,558
shares
|
$75.7 Million
0.17% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
791,614
shares
|
$70.9 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
780,346
shares
|
$69.9 Million
2.89% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
778,774
shares
|
$69.8 Million
0.06% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
773,548
shares
|
$69.3 Million
0.12% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
766,953
shares
|
$68.7 Million
0.1% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Old Republic International Corp
Chicago, IL |
Feb 04, 2025 Q4 2024 |
766,000
shares
|
$68.6 Million
2.48% of portfolio
|
Q4 2023
Reduced 1.23%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
730,489
shares
|
$65.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
719,703
shares
|
$64.5 Million
0.09% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
674,529
shares
|
$60.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
626,879
shares
|
$56.2 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Feb 28, 2025 Q4 2024 |
617,672
shares
|
$55.3 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Feb 12, 2025 Q4 2024 |
607,903
shares
|
$54.5 Million
0.37% of portfolio
|
Q4 2024
Added 89.43%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
605,646
shares
|
$54.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
599,533
shares
|
$53.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Feb 14, 2025 Q4 2024 |
598,700
shares
|
$53.6 Million
0.09% of portfolio
|
Q4 2024
Added 68.32%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
580,134
shares
|
$52 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
576,435
shares
|
$51.6 Million
0.99% of portfolio
|
Q4 2024
Added 1.43%
|