Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,459 institutions that hold shares in the stock, with a total of 716 Million shares, which have been reported (via 13F filing form) to have a value of $62.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
3,976
shares
|
$347,422
0.05% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
3,959
shares
|
$345,937
0.09% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
3,948
shares
|
$344,976
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
3,945
shares
|
$344,714
0.16% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Apr 15, 2025 Q1 2025 |
3,933
shares
|
$343,665
0.02% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Bourne Lent Asset Management Inc
|
Apr 14, 2025 Q1 2025 |
3,931
shares
|
$343,490
0.15% of portfolio
|
Q1 2019
New holding
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
3,929
shares
|
$343,316
0.06% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
3,928
shares
|
$343,228
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
3,922
shares
|
$342,704
0.02% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
3,919
shares
|
$342,442
0.19% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
3,912
shares
|
$341,830
0.07% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
3,909
shares
|
$341,568
0.04% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,904
shares
|
$341,131
0.88% of portfolio
|
Q3 2023
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
3,893
shares
|
$340,170
0.01% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
3,885
shares
|
$339,471
0.05% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
3,879
shares
|
$338,947
0.03% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,877
shares
|
$338,772
0.05% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
3,872
shares
|
$338,335
0.11% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
3,860
shares
|
$337,286
0.19% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
3,859
shares
|
$337,199
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
3,855
shares
|
$336,849
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
3,854
shares
|
$336,762
0.09% of portfolio
|
Q1 2025
Reduced 30.83%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
3,840
shares
|
$335,539
0.08% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,834
shares
|
$335,014
0.03% of portfolio
|
Q2 2023
Added 23.64%
|
|
|
Lcm Capital Management Inc
|
May 09, 2025 Q1 2025 |
3,823
shares
|
$334,053
0.2% of portfolio
|
Q1 2025
Reduced 1.06%
|