Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,479 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 |
|---|---|---|---|---|---|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
451,187
shares
|
$42.4 Million
1.95% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
449,960
shares
|
$42.3 Million
0.05% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
449,301
shares
|
$42.2 Million
0.04% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
438,303
shares
|
$41.2 Million
0.05% of portfolio
|
Q2 2025
Added 120.04%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
437,147
shares
|
$41.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
432,176
shares
|
$40.6 Million
0.18% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
426,494
shares
|
$40.1 Million
0.9% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
425,296
shares
|
$40 Million
0.05% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
408,105
shares
|
$38.3 Million
0.06% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
406,249
shares
|
$38.2 Million
0.18% of portfolio
|
Q2 2025
Added 347.35%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
404,550
shares
|
$38 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
403,551
shares
|
$37.9 Million
0.03% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
401,802
shares
|
$37.8 Million
0.11% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
400,608
shares
|
$37.6 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
394,793
shares
|
$37.1 Million
0.04% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
392,334
shares
|
$36.9 Million
0.1% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
392,112
shares
|
$36.8 Million
0.68% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
389,634
shares
|
$36.6 Million
0.12% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
389,010
shares
|
$36.6 Million
0.1% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Aug 15, 2025 Q2 2025 |
383,341
shares
|
$36 Million
0.13% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
376,734
shares
|
$35.4 Million
0.91% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
373,438
shares
|
$35.1 Million
0.31% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jul 31, 2025 Q2 2025 |
372,822
shares
|
$35 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
365,195
shares
|
$34.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 24.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
362,559
shares
|
$34.1 Million
0.23% of portfolio
|
Q2 2025
Added 4.54%
|