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 |
|---|---|---|---|---|---|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
121,142
shares
|
$11 Million
4.65% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
119,991
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
119,547
shares
|
$10.8 Million
0.79% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Rwc Asset Management LLP
London, X0 |
Oct 27, 2025 Q3 2025 |
119,530
shares
|
$10.8 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
119,220
shares
|
$10.8 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
118,813
shares
|
$10.8 Million
0.06% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
118,792
shares
|
$10.8 Million
0.15% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
118,646
shares
|
$10.7 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
115,819
shares
|
$10.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
115,807
shares
|
$10.5 Million
0.26% of portfolio
|
Q3 2025
Added 16.82%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
115,684
shares
|
$10.5 Million
0.52% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
115,536
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2023
Reduced 8.39%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
114,962
shares
|
$10.4 Million
2.24% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
114,744
shares
|
$10.4 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
113,460
shares
|
$10.3 Million
0.49% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
112,681
shares
|
$10.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
111,882
shares
|
$10.1 Million
0.07% of portfolio
|
Q1 2022
Reduced 68.14%
|
|
|
Sagefield Capital LP
Dallas, TX |
Nov 14, 2025 Q3 2025 |
109,997
shares
|
$9.96 Million
1.29% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 23, 2026 Q4 2025 |
109,506
shares
|
$9.92 Million
0.1% of portfolio
|
Q4 2025
Reduced 6.84%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
108,374
shares
|
$9.82 Million
0.03% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
106,934
shares
|
$9.69 Million
0.63% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
104,991
shares
|
$9.51 Million
0.43% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
104,776
shares
|
$9.49 Million
0.39% of portfolio
|
Q4 2025
Added 1.64%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
104,086
shares
|
$9.43 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
103,181
shares
|
$9.35 Million
0.86% of portfolio
|
Q4 2025
Added 1.94%
|
|