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 |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
68,181
shares
|
$6.18 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.72%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
67,848
shares
|
$6.15 Million
1.9% of portfolio
|
Q3 2025
Reduced 12.14%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
67,745
shares
|
$6.14 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
66,601
shares
|
$6.03 Million
1.3% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
66,214
shares
|
$6 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
65,608
shares
|
$5.94 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
65,429
shares
|
$5.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 30.13%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
65,214
shares
|
$5.91 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
65,060
shares
|
$5.89 Million
0.51% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
64,940
shares
|
$5.88 Million
0.12% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
64,464
shares
|
$5.84 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
63,884
shares
|
$5.79 Million
3.0% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
63,310
shares
|
$5.73 Million
0.43% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
63,005
shares
|
$5.71 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
62,871
shares
|
$5.69 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
62,764
shares
|
$5.69 Million
0.11% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
62,450
shares
|
$5.66 Million
0.14% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
61,841
shares
|
$5.6 Million
1.56% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
61,309
shares
|
$5.55 Million
1.38% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
60,991
shares
|
$5.52 Million
0.03% of portfolio
|
Q3 2025
Added 11.29%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
60,847
shares
|
$5.51 Million
0.06% of portfolio
|
Q3 2025
Added 44.29%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
60,671
shares
|
$5.5 Million
0.85% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
60,511
shares
|
$5.48 Million
0.03% of portfolio
|
Q3 2025
Added 22.89%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
60,080
shares
|
$5.44 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
59,847
shares
|
$5.42 Million
0.02% of portfolio
|
Q3 2025
Reduced 23.89%
|
|