Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,336 institutions that hold shares in the stock, with a total of 718 Million shares, which have been reported (via 13F filing form) to have a value of $64.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
70,483
shares
|
$6.3 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
69,986
shares
|
$6.25 Million
0.12% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
69,850
shares
|
$6.24 Million
0.42% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
69,845
shares
|
$6.24 Million
0.07% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
69,608
shares
|
$6.22 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
69,428
shares
|
$6.2 Million
0.85% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
69,406
shares
|
$6.2 Million
4.22% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
69,126
shares
|
$6.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 97.09%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
68,650
shares
|
$6.13 Million
0.63% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
68,129
shares
|
$6.09 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
68,055
shares
|
$6.08 Million
0.61% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
67,767
shares
|
$6.06 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
67,682
shares
|
$6.05 Million
1.18% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
67,000
shares
|
$5.99 Million
0.13% of portfolio
|
Q4 2024
Added 31.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
66,948
shares
|
$5.98 Million
0.14% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
66,229
shares
|
$5.92 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Woodline Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
65,800
shares
|
$5.88 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
65,734
shares
|
$5.87 Million
0.15% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
65,608
shares
|
$5.86 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
65,182
shares
|
$5.82 Million
0.05% of portfolio
|
Q4 2024
Added 20.3%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
64,456
shares
|
$5.76 Million
0.26% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
64,348
shares
|
$5.75 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
64,326
shares
|
$5.75 Million
0.98% of portfolio
|
Q4 2024
Added 1057.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
64,084
shares
|
$5.73 Million
0.05% of portfolio
|
Q4 2024
Added 21.95%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
63,964
shares
|
$5.72 Million
0.56% of portfolio
|
Q4 2024
Reduced 6.7%
|