Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,536 institutions that hold shares in the stock, with a total of 783 Million shares, which have been reported (via 13F filing form) to have a value of $70.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
432,911
shares
|
$39.2 Million
0.11% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
425,893
shares
|
$38.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
420,876
shares
|
$38.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
420,169
shares
|
$38.1 Million
0.04% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
409,080
shares
|
$37.1 Million
0.03% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
406,399
shares
|
$36.8 Million
0.71% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
403,812
shares
|
$36.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Nov 10, 2025 Q3 2025 |
403,257
shares
|
$36.5 Million
0.45% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
401,500
shares
|
$36.4 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
400,184
shares
|
$36.2 Million
0.24% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
393,337
shares
|
$35.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
393,127
shares
|
$35.6 Million
0.1% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
392,054
shares
|
$35.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
390,764
shares
|
$35.4 Million
0.12% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2025 Q3 2025 |
389,262
shares
|
$35.3 Million
0.13% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
382,239
shares
|
$34.6 Million
0.14% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
381,350
shares
|
$34.5 Million
0.28% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
376,734
shares
|
$34.1 Million
0.91% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
368,328
shares
|
$33.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
367,920
shares
|
$33.3 Million
0.02% of portfolio
|
Q3 2025
Added 34.88%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
366,895
shares
|
$33.2 Million
0.08% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
364,395
shares
|
$33 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
362,559
shares
|
$32.8 Million
0.23% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
353,005
shares
|
$32 Million
1.8% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Ceredex Value Advisors LLC
|
Nov 14, 2025 Q3 2025 |
352,885
shares
|
$32 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.75%
|
|