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 |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
5,914
shares
|
$555,679
0.04% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
5,902
shares
|
$554,551
0.2% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
5,885
shares
|
$552,954
0.27% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
5,876
shares
|
$552,108
0.14% of portfolio
|
Q2 2025
Reduced 55.59%
|
|
|
Schulhoff & CO Inc
|
Jul 30, 2025 Q2 2025 |
5,875
shares
|
$552,015
0.26% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
5,875
shares
|
$552,015
0.16% of portfolio
|
Q2 2022
Added 5.38%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,872
shares
|
$551,733
0.01% of portfolio
|
Q2 2025
Added 50.83%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jul 30, 2025 Q2 2025 |
5,867
shares
|
$551,263
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
5,864
shares
|
$550,981
0.25% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
5,859
shares
|
$550,511
0.14% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,858
shares
|
$550,417
0.07% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
5,835
shares
|
$548,256
0.38% of portfolio
|
Q1 2024
Reduced 3.31%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
5,833
shares
|
$548,068
0.24% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
5,784
shares
|
$543,464
0.26% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
5,776
shares
|
$542,712
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
5,772
shares
|
$542,337
0.04% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
5,761
shares
|
$541,303
0.05% of portfolio
|
Q2 2025
Reduced 81.63%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
5,757
shares
|
$540,927
0.03% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
5,743
shares
|
$539,612
0.43% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
5,738
shares
|
$539,142
0.33% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,720
shares
|
$537,451
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
5,710
shares
|
$536,511
0.31% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
5,701
shares
|
$535,665
0.25% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
5,676
shares
|
$533,316
0.05% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
5,675
shares
|
$533,223
0.05% of portfolio
|
Q2 2025
Reduced 20.91%
|