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 |
|---|---|---|---|---|---|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
7,283
shares
|
$684,310
0.37% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
7,250
shares
|
$681,210
0.19% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
7,249
shares
|
$681,116
0.32% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
7,237
shares
|
$679,988
0.39% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
7,229
shares
|
$679,236
0.02% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
7,195
shares
|
$676,042
0.06% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
7,187
shares
|
$675,290
0.02% of portfolio
|
Q4 2023
Reduced 2.06%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
7,167
shares
|
$673,411
0.21% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
7,166
shares
|
$673,317
0.05% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
7,158
shares
|
$672,565
0.02% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
7,145
shares
|
$671,344
0.03% of portfolio
|
Q2 2025
Added 23.64%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
7,145
shares
|
$671,344
0.09% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
7,141
shares
|
$670,968
0.05% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
7,130
shares
|
$669,934
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
7,127
shares
|
$669,652
0.75% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
7,126
shares
|
$669,558
0.12% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
7,119
shares
|
$668,901
0.02% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
7,108
shares
|
$667,867
0.54% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
7,102
shares
|
$667,303
0.37% of portfolio
|
Q2 2025
Added 14.99%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Aug 07, 2025 Q2 2025 |
7,090
shares
|
$666,176
0.34% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
7,085
shares
|
$665,706
0.13% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
7,085
shares
|
$665,706
0.18% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
7,084
shares
|
$665,612
0.06% of portfolio
|
Q4 2022
Reduced 15.51%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
7,050
shares
|
$662,418
0.06% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
7,038
shares
|
$661,290
0.04% of portfolio
|
Q2 2025
Reduced 5.44%
|