Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,462 institutions that hold shares in the stock, with a total of 719 Million shares, which have been reported (via 13F filing form) to have a value of $63.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
8,400
shares
|
$745,164
0.02% of portfolio
|
Q1 2025
Added 24.48%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
8,392
shares
|
$744,454
0.44% of portfolio
|
Q1 2025
Reduced 46.75%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
8,384
shares
|
$743,744
0.05% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
8,383
shares
|
$743,655
0.22% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
8,370
shares
|
$742,502
0.06% of portfolio
|
Q1 2023
Added 5.02%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
8,370
shares
|
$742,502
0.06% of portfolio
|
Q1 2023
Added 5.02%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
8,369
shares
|
$742,413
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
8,357
shares
|
$741,349
0.61% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
8,343
shares
|
$740,107
0.11% of portfolio
|
Q1 2024
Reduced 3.47%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
8,337
shares
|
$739,575
0.07% of portfolio
|
Q1 2025
Added 22.69%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
8,330
shares
|
$738,954
0.03% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,323
shares
|
$738,333
0.1% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
8,317
shares
|
$737,801
0.2% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
8,314
shares
|
$737,534
0.52% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
8,250
shares
|
$731,857
0.22% of portfolio
|
Q1 2025
Added 43.48%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
8,210
shares
|
$728,309
0.11% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
8,209
shares
|
$728,220
0.82% of portfolio
|
Q1 2025
Added 19.82%
|
|
|
Fcg Investment CO
Germantown, TN |
May 13, 2025 Q1 2025 |
8,206
shares
|
$727,954
0.47% of portfolio
|
Q1 2025
Reduced 74.36%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,190
shares
|
$726,534
0.02% of portfolio
|
Q3 2022
Added 6.32%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
8,185
shares
|
$726,091
0.37% of portfolio
|
Q4 2024
Reduced 51.88%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
8,159
shares
|
$723,784
0.09% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
8,159
shares
|
$723,784
0.13% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
8,141
shares
|
$722,188
0.59% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
8,140
shares
|
$722,099
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
8,122
shares
|
$720,502
0.1% of portfolio
|
Q3 2024
Reduced 33.0%
|