Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,536 institutions that hold shares in the stock, with a total of 783 Million shares, which have been reported (via 13F filing form) to have a value of $70.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
950,962
shares
|
$86.1 Million
1.54% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
933,700
shares
|
$84.6 Million
1.54% of portfolio
|
Q2 2025
Added 324.41%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
933,252
shares
|
$84.5 Million
0.07% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
907,116
shares
|
$82.2 Million
0.11% of portfolio
|
Q3 2025
Added 15.33%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
899,026
shares
|
$81.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
893,434
shares
|
$80.9 Million
1.59% of portfolio
|
Q1 2024
Added 9.56%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
892,989
shares
|
$80.9 Million
2.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2025 Q3 2025 |
860,142
shares
|
$77.9 Million
0.17% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
851,405
shares
|
$77.1 Million
0.53% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
824,760
shares
|
$74.7 Million
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
809,319
shares
|
$73.3 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Mawer Investment Management Ltd.
Calgary, A0 |
Nov 04, 2025 Q3 2025 |
798,280
shares
|
$72.3 Million
0.41% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
798,176
shares
|
$72.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
783,965
shares
|
$71 Million
0.08% of portfolio
|
Q3 2025
Added 65.46%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
772,574
shares
|
$70 Million
2.86% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Old Republic International Corp
Chicago, IL |
Oct 27, 2025 Q3 2025 |
771,000
shares
|
$69.8 Million
2.71% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
763,325
shares
|
$69.1 Million
0.13% of portfolio
|
Q3 2025
Added 23.92%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
738,210
shares
|
$66.9 Million
0.13% of portfolio
|
Q3 2025
Reduced 33.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
719,703
shares
|
$65.2 Million
0.09% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
713,935
shares
|
$64.7 Million
0.08% of portfolio
|
Q3 2025
Added 17.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
703,514
shares
|
$63.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 70.25%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
701,651
shares
|
$63.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
690,201
shares
|
$62.5 Million
0.5% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Aventail Capital Group, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
688,765
shares
|
$62.4 Million
3.22% of portfolio
|
Q2 2025
Added 485.23%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
685,769
shares
|
$62.1 Million
3.7% of portfolio
|
Q3 2025
Added 94.63%
|
|