Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,209 institutions that hold shares in the stock, with a total of 702 Million shares, which have been reported (via 13F filing form) to have a value of $58.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
115,536
shares
|
$9.64 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.39%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
113,480
shares
|
$9.47 Million
0.16% of portfolio
|
Q4 2022
Reduced 4.46%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
111,882
shares
|
$9.34 Million
0.07% of portfolio
|
Q1 2022
Reduced 68.14%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 12, 2024 Q3 2024 |
111,500
shares
|
$9.31 Million
0.11% of portfolio
|
Q2 2024
Reduced 4.7%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
111,423
shares
|
$9.3 Million
2.02% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
110,558
shares
|
$9.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.38%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
110,536
shares
|
$9.23 Million
0.06% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
110,366
shares
|
$9.21 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
109,008
shares
|
$9.1 Million
0.52% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
108,699
shares
|
$9.07 Million
1.17% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
108,361
shares
|
$9.05 Million
0.0% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
108,199
shares
|
$9.03 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
107,860
shares
|
$9 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
107,741
shares
|
$8.99 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
107,487
shares
|
$8.97 Million
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
107,033
shares
|
$8.94 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
106,535
shares
|
$8.89 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
105,948
shares
|
$8.84 Million
0.11% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
105,934
shares
|
$8.84 Million
0.33% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
105,545
shares
|
$8.81 Million
0.03% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
105,153
shares
|
$8.78 Million
0.04% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
104,531
shares
|
$8.73 Million
0.15% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
104,282
shares
|
$8.71 Million
0.03% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
102,534
shares
|
$8.56 Million
0.95% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
102,524
shares
|
$8.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|