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 |
|---|---|---|---|---|---|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
74,502
shares
|
$6.75 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
74,291
shares
|
$6.73 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jan 08, 2026 Q4 2025 |
74,259
shares
|
$6.73 Million
0.01% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
74,078
shares
|
$6.71 Million
0.18% of portfolio
|
Q4 2025
Reduced 3.64%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 06, 2025 Q3 2025 |
73,524
shares
|
$6.66 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
73,062
shares
|
$6.62 Million
0.47% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
72,861
shares
|
$6.6 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
72,782
shares
|
$6.59 Million
0.69% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
72,753
shares
|
$6.59 Million
0.69% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
72,676
shares
|
$6.58 Million
0.25% of portfolio
|
Q3 2025
Added 68.86%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
72,630
shares
|
$6.58 Million
0.95% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
72,432
shares
|
$6.56 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
72,408
shares
|
$6.56 Million
2.23% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
71,523
shares
|
$6.48 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
71,506
shares
|
$6.48 Million
0.06% of portfolio
|
Q3 2025
Added 64.06%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
70,671
shares
|
$6.4 Million
1.18% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
70,341
shares
|
$6.37 Million
0.66% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Resolution Capital LTD
Sydney, Nsw, C3 |
Nov 14, 2025 Q3 2025 |
69,909
shares
|
$6.33 Million
0.13% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
69,819
shares
|
$6.32 Million
4.06% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
69,183
shares
|
$6.27 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
69,141
shares
|
$6.26 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
69,095
shares
|
$6.26 Million
0.05% of portfolio
|
Q3 2025
Added 57.08%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
69,078
shares
|
$6.26 Million
1.1% of portfolio
|
Q4 2025
Added 3.48%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
68,916
shares
|
$6.24 Million
0.86% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
68,650
shares
|
$6.22 Million
0.63% of portfolio
|
Q2 2024
Reduced 1.29%
|
|