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 |
|---|---|---|---|---|---|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
2,006
shares
|
$188,483
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,984
shares
|
$186,416
0.01% of portfolio
|
Q2 2023
Reduced 0.5%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,981
shares
|
$186,134
0.01% of portfolio
|
Q2 2025
Added 13106.67%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
1,926
shares
|
$180,966
0.01% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,918
shares
|
$180,215
0.01% of portfolio
|
Q2 2025
Added 15.68%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
1,917
shares
|
$180,121
0.22% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,888
shares
|
$177,396
0.01% of portfolio
|
Q2 2025
Reduced 20.07%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,875
shares
|
$176,175
0.07% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
1,866
shares
|
$175,329
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,858
shares
|
$174,577
0.06% of portfolio
|
Q2 2025
Added 62.98%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,850
shares
|
$173,826
0.02% of portfolio
|
Q1 2025
Added 67.88%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
1,773
shares
|
$166,591
0.05% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,743
shares
|
$163,772
0.04% of portfolio
|
Q2 2025
Added 80.43%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
1,727
shares
|
$162,268
0.01% of portfolio
|
Q3 2019
Added 58.01%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,722
shares
|
$161,799
0.02% of portfolio
|
Q1 2022
Added 47.05%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,708
shares
|
$160,483
0.08% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,692
shares
|
$158,980
0.01% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
1,672
shares
|
$157,101
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,653
shares
|
$155,315
0.02% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,630
shares
|
$153,154
0.09% of portfolio
|
Q2 2022
Reduced 11.03%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,606
shares
|
$150,899
0.01% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
1,601
shares
|
$150,429
0.01% of portfolio
|
Q2 2025
Reduced 33.26%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,601
shares
|
$150,429
0.05% of portfolio
|
Q3 2023
Added 6.66%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,564
shares
|
$146,953
0.02% of portfolio
|
Q2 2025
Added 38.65%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
1,558
shares
|
$146,389
0.07% of portfolio
|
Q1 2025
Reduced 3.71%
|