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 |
|---|---|---|---|---|---|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
6,361
shares
|
$597,679
0.07% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
6,349
shares
|
$596,552
0.04% of portfolio
|
Q2 2025
Reduced 38.07%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,348
shares
|
$596,458
0.01% of portfolio
|
Q2 2025
Reduced 63.89%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
6,343
shares
|
$595,988
0.27% of portfolio
|
Q2 2023
Reduced 13.62%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
6,337
shares
|
$595,424
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
6,329
shares
|
$594,672
0.05% of portfolio
|
Q2 2023
Reduced 71.5%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
6,325
shares
|
$594,297
0.19% of portfolio
|
Q2 2025
Added 18.09%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
6,320
shares
|
$593,827
0.1% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,317
shares
|
$593,545
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
6,309
shares
|
$592,793
0.04% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Bcr Wealth Strategies, LLC
|
Jul 24, 2025 Q2 2025 |
6,292
shares
|
$591,196
0.22% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
6,268
shares
|
$588,941
0.05% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
6,264
shares
|
$588,565
0.22% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
6,261
shares
|
$588,283
0.14% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
6,241
shares
|
$586,404
0.05% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,234
shares
|
$585,746
0.08% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
6,229
shares
|
$585,276
0.03% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
6,227
shares
|
$585,088
0.19% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
6,225
shares
|
$584,901
0.4% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,200
shares
|
$582,552
0.06% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
6,200
shares
|
$582,552
0.18% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
6,171
shares
|
$579,827
0.05% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
6,164
shares
|
$579,169
0.03% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
6,158
shares
|
$578,605
0.26% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
6,143
shares
|
$577,196
0.11% of portfolio
|
Q2 2025
Reduced 2.46%
|