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 |
|---|---|---|---|---|---|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,271
shares
|
$213,383
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
2,270
shares
|
$213,289
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
2,267
shares
|
$213,007
0.02% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
2,261
shares
|
$212,443
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,260
shares
|
$212,349
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
2,257
shares
|
$212,067
0.01% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,256
shares
|
$211,973
0.04% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
2,255
shares
|
$211,879
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,253
shares
|
$211,691
0.03% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
2,250
shares
|
$211,410
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
2,250
shares
|
$211,410
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
2,248
shares
|
$211,222
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
2,248
shares
|
$211,222
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
2,247
shares
|
$211,128
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
2,245
shares
|
$210,940
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,228
shares
|
$209,342
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
2,222
shares
|
$208,779
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
2,220
shares
|
$208,591
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
2,217
shares
|
$208,309
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
2,214
shares
|
$208,027
0.02% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
2,213
shares
|
$207,933
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
2,211
shares
|
$207,745
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
2,208
shares
|
$207,463
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
2,206
shares
|
$207,275
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
2,204
shares
|
$207,087
0.16% of portfolio
|
Q2 2025
Reduced 5.0%
|