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 |
|---|---|---|---|---|---|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
4,250
shares
|
$399,330
0.04% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
4,238
shares
|
$398,202
0.26% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
4,230
shares
|
$397,450
0.06% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
4,227
shares
|
$397,168
0.25% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
4,209
shares
|
$395,477
0.01% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
4,200
shares
|
$394,632
0.06% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
4,193
shares
|
$393,974
0.03% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
4,193
shares
|
$393,974
0.09% of portfolio
|
Q4 2022
Reduced 1.09%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
4,193
shares
|
$393,974
0.08% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
4,184
shares
|
$393,128
0.04% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
4,176
shares
|
$392,376
0.05% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
4,174
shares
|
$392,189
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
4,172
shares
|
$392,001
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
4,162
shares
|
$391,061
0.04% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,158
shares
|
$390,685
0.43% of portfolio
|
Q4 2021
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
4,156
shares
|
$390,497
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
4,143
shares
|
$389,276
0.02% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
4,142
shares
|
$389,182
0.1% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
4,128
shares
|
$387,866
0.06% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
4,112
shares
|
$386,363
0.17% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
4,111
shares
|
$386,269
0.02% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
4,109
shares
|
$386,081
0.07% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,108
shares
|
$385,987
0.4% of portfolio
|
Q2 2025
Reduced 26.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
4,097
shares
|
$384,954
0.1% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
4,080
shares
|
$383,356
0.05% of portfolio
|
Q4 2024
Reduced 0.56%
|