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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
359,551
shares
|
$33.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Ceredex Value Advisors LLC
|
Aug 13, 2025 Q2 2025 |
359,168
shares
|
$33.7 Million
0.74% of portfolio
|
Q2 2025
Reduced 31.17%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Aug 06, 2025 Q2 2025 |
354,407
shares
|
$33.3 Million
0.37% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
353,005
shares
|
$33.2 Million
1.8% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
352,336
shares
|
$33.1 Million
3.32% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
351,703
shares
|
$33 Million
0.01% of portfolio
|
Q2 2025
Added 13067.47%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
350,849
shares
|
$33 Million
2.51% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
347,277
shares
|
$32.6 Million
0.04% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
328,702
shares
|
$30.9 Million
0.12% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
321,244
shares
|
$30.2 Million
0.1% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Arizona State Retirement System
|
Aug 13, 2025 Q2 2025 |
320,642
shares
|
$30.1 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Aug 12, 2025 Q2 2025 |
318,655
shares
|
$29.9 Million
1.85% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
313,645
shares
|
$29.5 Million
0.05% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
306,546
shares
|
$28.8 Million
0.29% of portfolio
|
Q2 2025
Added 60.35%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
305,808
shares
|
$28.7 Million
0.09% of portfolio
|
Q2 2025
Added 15.94%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
302,992
shares
|
$28.5 Million
0.37% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
300,348
shares
|
$28.2 Million
0.4% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
298,823
shares
|
$28.1 Million
0.15% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
296,622
shares
|
$27.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
292,514
shares
|
$27.5 Million
0.38% of portfolio
|
Q2 2025
Reduced 13.84%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
291,381
shares
|
$27.4 Million
0.03% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
290,167
shares
|
$27.3 Million
0.52% of portfolio
|
Q2 2025
Added 928.52%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
285,143
shares
|
$26.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Aug 08, 2025 Q2 2025 |
285,100
shares
|
$26.8 Million
0.18% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
282,900
shares
|
$26.6 Million
0.89% of portfolio
|
Q2 2025
Added 3.89%
|