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 |
|---|---|---|---|---|---|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
4,062
shares
|
$381,665
0.08% of portfolio
|
Q2 2025
Added 32.01%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
4,061
shares
|
$381,571
0.05% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
4,059
shares
|
$381,383
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
4,058
shares
|
$381,289
0.07% of portfolio
|
Q2 2025
Added 16.44%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
4,055
shares
|
$381,007
0.24% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
4,052
shares
|
$380,725
0.02% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
4,043
shares
|
$379,880
0.23% of portfolio
|
Q2 2025
Added 44.24%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,042
shares
|
$379,786
0.05% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
4,030
shares
|
$378,658
0.13% of portfolio
|
Q2 2025
Reduced 22.72%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
4,029
shares
|
$378,564
0.1% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
4,025
shares
|
$378,189
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
4,011
shares
|
$376,873
0.06% of portfolio
|
Q3 2021
Reduced 1.47%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
4,011
shares
|
$376,873
0.18% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
4,005
shares
|
$376,309
0.04% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
4,000
shares
|
$375,840
0.16% of portfolio
|
Q2 2024
Reduced 14.77%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
4,000
shares
|
$375,840
0.08% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
3,988
shares
|
$374,712
0.27% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
3,983
shares
|
$374,242
0.37% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,979
shares
|
$373,866
0.02% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
3,975
shares
|
$373,491
0.29% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
3,970
shares
|
$373,021
0.07% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
3,960
shares
|
$372,081
0.01% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
3,945
shares
|
$370,672
0.07% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
3,936
shares
|
$369,826
0.08% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
3,933
shares
|
$369,544
0.02% of portfolio
|
Q1 2025
Reduced 2.48%
|