Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,541 institutions that hold shares in the stock, with a total of 782 Million shares, which have been reported (via 13F filing form) to have a value of $70.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
159,524
shares
|
$14.4 Million
0.1% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
158,717
shares
|
$14.4 Million
0.16% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
158,490
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
158,145
shares
|
$14.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Baillie Gifford & CO
|
Jan 23, 2026 Q4 2025 |
154,618
shares
|
$14 Million
0.01% of portfolio
|
Q4 2025
Added 1.24%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
154,385
shares
|
$14 Million
0.88% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
153,640
shares
|
$13.9 Million
0.69% of portfolio
|
Q3 2025
Added 87.63%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
149,970
shares
|
$13.6 Million
0.53% of portfolio
|
Q3 2025
Reduced 30.52%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
149,490
shares
|
$13.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
148,511
shares
|
$13.5 Million
1.03% of portfolio
|
Q4 2023
Added 3.63%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
148,459
shares
|
$13.4 Million
0.03% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
147,761
shares
|
$13.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
147,459
shares
|
$13.4 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
146,462
shares
|
$13.3 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
146,262
shares
|
$13.2 Million
0.2% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
146,007
shares
|
$13.2 Million
0.41% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
145,967
shares
|
$13.2 Million
0.76% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
145,426
shares
|
$13.2 Million
0.18% of portfolio
|
Q4 2025
Reduced 4.8%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
145,410
shares
|
$13.2 Million
0.37% of portfolio
|
Q3 2025
Added 17.16%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
145,384
shares
|
$13.2 Million
0.07% of portfolio
|
Q3 2025
Added 22.29%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
144,509
shares
|
$13.1 Million
0.36% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Yousif Capital Management, LLC
|
Jan 21, 2026 Q4 2025 |
143,244
shares
|
$13 Million
0.15% of portfolio
|
Q4 2025
Reduced 4.03%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
141,179
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
140,629
shares
|
$12.7 Million
2.23% of portfolio
|
Q4 2025
Added 44.73%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
140,589
shares
|
$12.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.04%
|
|