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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
935
shares
|
$87,852
0.01% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
930
shares
|
$87,382
0.08% of portfolio
|
Q2 2025
Added 66.97%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
922
shares
|
$86,631
0.05% of portfolio
|
Q2 2025
Added 27.7%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
914
shares
|
$85,879
0.03% of portfolio
|
Q2 2025
Added 110.11%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
877
shares
|
$82,402
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
876
shares
|
$82,308
0.01% of portfolio
|
Q4 2024
Reduced 76.9%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
874
shares
|
$82,121
0.08% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
870
shares
|
$81,745
0.05% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
838
shares
|
$78,738
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
820
shares
|
$77,047
0.02% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
800
shares
|
$75,168
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
776
shares
|
$72,912
0.01% of portfolio
|
Q1 2025
Reduced 46.92%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
765
shares
|
$71,879
0.04% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
760
shares
|
$71,409
0.08% of portfolio
|
Q2 2010
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
754
shares
|
$70,845
0.01% of portfolio
|
Q1 2025
Reduced 73.24%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
751
shares
|
$70,563
0.02% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
750
shares
|
$70,470
0.02% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
740
shares
|
$69,530
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
730
shares
|
$68,590
0.0% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
708
shares
|
$66,523
0.03% of portfolio
|
Q2 2022
Reduced 12.81%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
705
shares
|
$66,241
0.01% of portfolio
|
Q3 2021
Added 41.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
700
shares
|
$65,772
0.0% of portfolio
|
Q1 2023
Reduced 58.82%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
693
shares
|
$65,114
0.03% of portfolio
|
Q2 2025
Reduced 19.88%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
690
shares
|
$64,832
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
685
shares
|
$64,362
0.02% of portfolio
|
Q2 2025
Added 5.71%
|