Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,481 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 |
|---|---|---|---|---|---|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
9,099
shares
|
$854,942
0.02% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
9,099
shares
|
$854,942
0.1% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
9,055
shares
|
$850,807
0.26% of portfolio
|
Q1 2018
Reduced 15.41%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,050
shares
|
$850,338
0.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
9,011
shares
|
$846,673
0.0% of portfolio
|
Q2 2025
Reduced 38.93%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
9,004
shares
|
$846,015
0.09% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
9,000
shares
|
$845,640
0.03% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
8,993
shares
|
$844,982
0.55% of portfolio
|
Q3 2023
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
8,956
shares
|
$841,505
0.13% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
8,956
shares
|
$841,505
0.09% of portfolio
|
Q2 2025
Added 14.64%
|
|
|
Community Bank Of Raymore
|
Jul 29, 2025 Q2 2025 |
8,950
shares
|
$840,942
0.62% of portfolio
|
Q1 2024
Reduced 26.34%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
8,944
shares
|
$840,378
0.04% of portfolio
|
Q4 2022
Reduced 8.65%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
8,922
shares
|
$838,311
0.39% of portfolio
|
Q2 2025
Reduced 51.01%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
8,913
shares
|
$837,465
0.35% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
8,910
shares
|
$837,183
0.0% of portfolio
|
Q2 2025
Added 122.81%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,896
shares
|
$835,868
0.08% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
8,868
shares
|
$833,237
0.37% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
8,845
shares
|
$831,076
0.55% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
8,841
shares
|
$830,700
0.03% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,837
shares
|
$830,324
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
8,836
shares
|
$830,230
0.1% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
8,825
shares
|
$829,197
0.07% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
8,798
shares
|
$826,660
0.76% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
8,787
shares
|
$825,626
0.09% of portfolio
|
Q2 2022
Reduced 1.37%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
8,781
shares
|
$825,062
0.19% of portfolio
|
Q2 2025
Reduced 12.47%
|