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 |
|---|---|---|---|---|---|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
5,663
shares
|
$532,095
0.1% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
5,652
shares
|
$531,061
0.04% of portfolio
|
Q2 2025
Added 27.53%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
5,650
shares
|
$530,874
0.32% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
5,645
shares
|
$530,404
0.1% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,633
shares
|
$529,276
0.01% of portfolio
|
Q1 2024
Reduced 64.59%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,626
shares
|
$528,618
0.05% of portfolio
|
Q2 2025
Added 39.12%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
5,625
shares
|
$528,525
0.05% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
5,623
shares
|
$528,337
0.1% of portfolio
|
Q2 2025
Added 1982.59%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
5,622
shares
|
$528,243
0.02% of portfolio
|
Q2 2025
Reduced 35.41%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,605
shares
|
$526,645
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
5,600
shares
|
$526,176
0.16% of portfolio
|
Q2 2025
Reduced 82.61%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,597
shares
|
$525,894
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
5,584
shares
|
$524,672
0.06% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
5,554
shares
|
$521,853
0.17% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
5,554
shares
|
$521,853
0.05% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,546
shares
|
$521,102
0.06% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
5,528
shares
|
$519,410
0.0% of portfolio
|
Q2 2025
Added 508.14%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
5,518
shares
|
$518,471
0.03% of portfolio
|
Q2 2025
Added 32.96%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
5,504
shares
|
$517,155
0.25% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
5,495
shares
|
$516,310
0.17% of portfolio
|
Q2 2023
Reduced 0.9%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
5,484
shares
|
$515,276
0.28% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
5,478
shares
|
$514,712
0.15% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
5,469
shares
|
$513,867
0.04% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
5,450
shares
|
$512,081
0.19% of portfolio
|
Q1 2024
Reduced 16.15%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,442
shares
|
$511,330
0.11% of portfolio
|
Q2 2025
Added 0.78%
|