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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
3,290
shares
|
$309,128
0.06% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
3,280
shares
|
$308,188
0.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,276
shares
|
$307,812
0.01% of portfolio
|
Q2 2025
Added 38.52%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
3,274
shares
|
$307,625
0.1% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
3,274
shares
|
$307,625
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
3,265
shares
|
$306,779
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
3,265
shares
|
$306,779
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
3,261
shares
|
$306,403
0.12% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
3,255
shares
|
$305,839
0.13% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
3,255
shares
|
$305,839
0.1% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
3,253
shares
|
$305,651
0.27% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,248
shares
|
$305,182
0.02% of portfolio
|
Q3 2022
Reduced 19.06%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
3,248
shares
|
$305,182
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
3,247
shares
|
$305,088
0.08% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
3,245
shares
|
$304,900
0.02% of portfolio
|
Q1 2025
Added 22.45%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
3,231
shares
|
$303,584
0.06% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,228
shares
|
$303,302
0.16% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
3,225
shares
|
$303,021
0.04% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
3,204
shares
|
$301,047
0.12% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Private Capital Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
3,200
shares
|
$300,672
0.04% of portfolio
|
Q3 2023
Reduced 39.62%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
3,198
shares
|
$300,484
0.09% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,196
shares
|
$300,296
0.12% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
3,195
shares
|
$300,202
0.01% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
3,194
shares
|
$300,108
0.19% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
3,188
shares
|
$299,544
0.03% of portfolio
|
Q1 2025
Added 46.24%
|