Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,431 institutions that hold shares in the stock, with a total of 733 Million shares, which have been reported (via 13F filing form) to have a value of $64.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
209,009
shares
|
$18.3 Million
0.13% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
208,519
shares
|
$18.3 Million
0.17% of portfolio
|
Q4 2024
Added 371.03%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
205,242
shares
|
$18 Million
0.02% of portfolio
|
Q3 2022
Added 26.19%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
204,549
shares
|
$18 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
204,406
shares
|
$17.9 Million
0.14% of portfolio
|
Q1 2025
Added 428.18%
|
|
|
Robeco Institutional Asset Management B.V.
|
Apr 23, 2025 Q1 2025 |
204,255
shares
|
$17.9 Million
0.04% of portfolio
|
Q1 2025
Added 24.34%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
203,518
shares
|
$17.9 Million
0.07% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
201,316
shares
|
$17.7 Million
0.12% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Feb 13, 2025 Q4 2024 |
201,020
shares
|
$17.6 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
194,237
shares
|
$17.1 Million
0.04% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
192,253
shares
|
$16.9 Million
0.4% of portfolio
|
Q1 2025
Added 2089.17%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
192,111
shares
|
$16.9 Million
0.86% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
191,971
shares
|
$16.9 Million
1.02% of portfolio
|
Q3 2022
Reduced 1.17%
|
|
|
Capital International, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
191,169
shares
|
$16.8 Million
0.22% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
190,609
shares
|
$16.7 Million
0.14% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
189,118
shares
|
$16.6 Million
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
184,949
shares
|
$16.2 Million
0.86% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
184,767
shares
|
$16.2 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Feb 14, 2025 Q4 2024 |
182,761
shares
|
$16 Million
0.3% of portfolio
|
Q4 2024
Added 133.38%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
181,821
shares
|
$16 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
181,773
shares
|
$16 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
181,672
shares
|
$15.9 Million
0.17% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
179,464
shares
|
$15.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Feb 07, 2025 Q4 2024 |
177,700
shares
|
$15.6 Million
0.24% of portfolio
|
Q4 2024
Added 413.58%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
176,930
shares
|
$15.5 Million
0.14% of portfolio
|
Q1 2025
Added 1.18%
|