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 |
|---|---|---|---|---|---|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
8,777
shares
|
$824,686
0.26% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
8,763
shares
|
$823,371
0.13% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
8,753
shares
|
$822,431
0.33% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
8,725
shares
|
$819,801
0.01% of portfolio
|
Q2 2025
Added 29.09%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
8,721
shares
|
$819,425
0.34% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
8,710
shares
|
$818,391
0.02% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
8,706
shares
|
$818,015
0.19% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
8,704
shares
|
$817,827
0.17% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
8,698
shares
|
$817,264
0.06% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
8,686
shares
|
$816,136
0.08% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,585
shares
|
$806,646
0.41% of portfolio
|
Q1 2023
Added 1.07%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
8,552
shares
|
$803,545
0.19% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
8,542
shares
|
$802,606
0.38% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
8,540
shares
|
$802,418
0.49% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,517
shares
|
$800,257
0.05% of portfolio
|
Q2 2025
Added 35.23%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
8,483
shares
|
$797,062
0.2% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
8,460
shares
|
$794,901
0.49% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
8,436
shares
|
$792,646
0.09% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
8,409
shares
|
$790,109
0.58% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
8,402
shares
|
$789,451
0.1% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
8,377
shares
|
$787,102
0.03% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
8,370
shares
|
$786,445
0.06% of portfolio
|
Q1 2023
Added 5.02%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
8,370
shares
|
$786,445
0.06% of portfolio
|
Q1 2023
Added 5.02%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
8,366
shares
|
$786,069
0.05% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
8,343
shares
|
$783,908
0.1% of portfolio
|
Q1 2024
Reduced 3.47%
|