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 |
|---|---|---|---|---|---|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
7,574
shares
|
$711,653
0.56% of portfolio
|
Q2 2025
Added 31.58%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
7,560
shares
|
$710,337
0.03% of portfolio
|
Q2 2025
Added 112.36%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,553
shares
|
$709,679
0.15% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,517
shares
|
$706,297
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
7,511
shares
|
$705,733
0.26% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
7,507
shares
|
$705,357
0.25% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
7,480
shares
|
$702,820
0.06% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
7,477
shares
|
$702,538
0.02% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
7,468
shares
|
$701,693
0.09% of portfolio
|
Q2 2025
Added 26.53%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
7,463
shares
|
$701,223
0.06% of portfolio
|
Q2 2025
Reduced 23.39%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
7,456
shares
|
$700,565
0.32% of portfolio
|
Q2 2025
Reduced 22.53%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
7,436
shares
|
$698,686
0.02% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
7,425
shares
|
$697,653
0.38% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
7,403
shares
|
$695,585
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
7,392
shares
|
$694,552
0.01% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
7,387
shares
|
$694,082
0.14% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
7,385
shares
|
$693,894
0.28% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
7,373
shares
|
$692,767
0.08% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
7,348
shares
|
$690,418
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
7,341
shares
|
$689,760
0.07% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
7,337
shares
|
$689,384
0.01% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
7,323
shares
|
$688,069
0.46% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
7,319
shares
|
$687,693
0.31% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
7,292
shares
|
$685,156
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
7,291
shares
|
$685,062
0.29% of portfolio
|
Q2 2025
Added 1.1%
|