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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,771
shares
|
$354,323
0.04% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
3,761
shares
|
$353,383
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,745
shares
|
$351,880
0.06% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,743
shares
|
$351,692
0.04% of portfolio
|
Q2 2025
Added 15.45%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,736
shares
|
$351,034
0.07% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,725
shares
|
$350,001
0.01% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
3,712
shares
|
$348,779
0.04% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
3,698
shares
|
$347,464
0.0% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
3,696
shares
|
$347,276
0.03% of portfolio
|
Q2 2025
Added 25.08%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
3,687
shares
|
$346,430
0.05% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
3,684
shares
|
$346,148
0.12% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,679
shares
|
$345,678
0.08% of portfolio
|
Q2 2022
Reduced 3.67%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
3,673
shares
|
$345,115
0.06% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
3,670
shares
|
$344,833
0.06% of portfolio
|
Q2 2023
Reduced 9.83%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
3,670
shares
|
$344,833
0.09% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
3,662
shares
|
$344,081
0.09% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,661
shares
|
$343,987
0.03% of portfolio
|
Q2 2025
Added 12.68%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
3,658
shares
|
$343,705
0.14% of portfolio
|
Q2 2025
Reduced 45.81%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
3,640
shares
|
$342,014
0.03% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
3,627
shares
|
$340,792
0.03% of portfolio
|
Q1 2025
Added 25.98%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
3,623
shares
|
$340,417
0.2% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
3,615
shares
|
$339,665
0.06% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
3,607
shares
|
$338,913
0.04% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,599
shares
|
$338,162
0.06% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
3,595
shares
|
$337,786
0.12% of portfolio
|
Q2 2025
Reduced 13.25%
|