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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
140,100
shares
|
$12.7 Million
0.28% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
140,090
shares
|
$12.7 Million
0.22% of portfolio
|
Q3 2025
Added 21.52%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
138,973
shares
|
$12.6 Million
0.07% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
138,718
shares
|
$12.6 Million
1.67% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
138,210
shares
|
$12.5 Million
0.09% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
137,349
shares
|
$12.4 Million
0.07% of portfolio
|
Q4 2025
Added 66.1%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
136,289
shares
|
$12.3 Million
0.5% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
135,002
shares
|
$12.2 Million
0.05% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
133,477
shares
|
$12.1 Million
0.05% of portfolio
|
Q3 2025
Added 16.15%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
132,384
shares
|
$12 Million
0.31% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
132,175
shares
|
$12 Million
1.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
130,418
shares
|
$11.8 Million
1.38% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
129,901
shares
|
$11.8 Million
0.81% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Kettle Hill Capital Management, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
129,463
shares
|
$11.7 Million
2.94% of portfolio
|
Q3 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
129,043
shares
|
$11.7 Million
0.06% of portfolio
|
Q3 2025
Added 205.59%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 07, 2025 Q3 2025 |
128,633
shares
|
$11.7 Million
0.1% of portfolio
|
Q3 2025
Added 24.41%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
127,901
shares
|
$11.6 Million
0.5% of portfolio
|
Q4 2025
Added 20.49%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Nov 13, 2025 Q3 2025 |
127,398
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
125,772
shares
|
$11.4 Million
0.16% of portfolio
|
Q3 2025
Added 32.43%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
125,380
shares
|
$11.4 Million
0.17% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
125,144
shares
|
$11.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
124,536
shares
|
$11.3 Million
0.44% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
124,453
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2025
Added 21.3%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
124,173
shares
|
$11.2 Million
0.18% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
123,122
shares
|
$11.2 Million
0.12% of portfolio
|
Q4 2025
Added 99.15%
|
|