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 |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
4,525
shares
|
$425,169
0.0% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
4,523
shares
|
$424,981
0.04% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,521
shares
|
$424,793
0.06% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
4,513
shares
|
$424,041
0.4% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
4,511
shares
|
$423,853
0.35% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
West Tower Group, LLC
Richmond, VA |
Jul 29, 2025 Q2 2025 |
4,500
shares
|
$422,820
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,495
shares
|
$422,350
0.05% of portfolio
|
Q4 2022
Added 3.26%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
4,490
shares
|
$421,880
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
4,487
shares
|
$421,598
0.35% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
4,475
shares
|
$420,471
0.04% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
4,475
shares
|
$420,471
0.31% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
4,475
shares
|
$420,471
0.08% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
4,472
shares
|
$420,189
0.13% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
4,472
shares
|
$420,189
0.02% of portfolio
|
Q2 2025
Added 55.01%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
4,467
shares
|
$419,719
0.31% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
4,463
shares
|
$419,343
0.31% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,462
shares
|
$419,249
0.02% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,459
shares
|
$418,967
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
4,458
shares
|
$418,873
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
4,457
shares
|
$418,779
0.1% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
4,456
shares
|
$418,685
0.13% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
4,440
shares
|
$417,182
0.02% of portfolio
|
Q2 2021
Added 81.97%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
4,437
shares
|
$416,900
0.03% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
4,435
shares
|
$416,712
0.04% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
4,432
shares
|
$416,430
0.07% of portfolio
|
Q2 2025
Added 1.81%
|