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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,984
shares
|
$280,376
0.05% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
2,982
shares
|
$280,188
0.01% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
2,979
shares
|
$279,906
0.26% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
2,962
shares
|
$278,309
0.1% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
2,961
shares
|
$278,215
0.18% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
2,958
shares
|
$277,933
0.18% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
2,957
shares
|
$277,839
0.01% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
2,954
shares
|
$277,557
0.04% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
2,952
shares
|
$277,369
1.25% of portfolio
|
Q3 2022
Reduced 47.95%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
2,950
shares
|
$277,182
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,950
shares
|
$277,182
0.01% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,942
shares
|
$276,430
0.03% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
2,940
shares
|
$276,242
0.14% of portfolio
|
Q1 2025
Reduced 17.53%
|
|
|
Harvey Investment CO LLC
|
Jul 23, 2025 Q2 2025 |
2,926
shares
|
$274,926
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
2,916
shares
|
$273,987
0.1% of portfolio
|
Q2 2025
Added 18.15%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
2,915
shares
|
$273,893
0.06% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
2,915
shares
|
$273,893
0.04% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
2,911
shares
|
$273,517
0.12% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
2,908
shares
|
$273,235
0.1% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,900
shares
|
$272,484
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
2,900
shares
|
$272,484
0.09% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
2,895
shares
|
$272,014
0.2% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
2,892
shares
|
$271,732
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
2,888
shares
|
$271,356
0.2% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
2,883
shares
|
$270,886
0.17% of portfolio
|
Q1 2024
New holding
|