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 |
|---|---|---|---|---|---|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
49,687
shares
|
$4.5 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
49,435
shares
|
$4.48 Million
0.06% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
49,410
shares
|
$4.48 Million
0.28% of portfolio
|
Q3 2025
Added 48.25%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 21, 2026 Q4 2025 |
49,398
shares
|
$4.47 Million
2.28% of portfolio
|
Q4 2025
Reduced 1.99%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
49,360
shares
|
$4.47 Million
0.6% of portfolio
|
Q4 2022
Added 2.62%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
49,178
shares
|
$4.45 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
49,130
shares
|
$4.45 Million
1.07% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
48,668
shares
|
$4.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 84.85%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
48,393
shares
|
$4.38 Million
0.22% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
48,376
shares
|
$4.38 Million
0.83% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
48,157
shares
|
$4.36 Million
0.13% of portfolio
|
Q3 2023
Reduced 9.17%
|
|
|
Portman Square Capital LLP
London, X0 |
Jan 23, 2026 Q4 2025 |
47,629
shares
|
$4.31 Million
0.25% of portfolio
|
Q4 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
47,539
shares
|
$4.31 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
47,354
shares
|
$4.29 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
47,340
shares
|
$4.29 Million
0.65% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
47,145
shares
|
$4.27 Million
0.07% of portfolio
|
Q3 2024
Reduced 23.85%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
47,066
shares
|
$4.26 Million
0.09% of portfolio
|
Q3 2025
Added 78.69%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
47,060
shares
|
$4.26 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
46,940
shares
|
$4.25 Million
0.27% of portfolio
|
Q3 2022
Added 0.36%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
46,622
shares
|
$4.22 Million
0.0% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
46,439
shares
|
$4.21 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
46,276
shares
|
$4.19 Million
0.06% of portfolio
|
Q3 2025
Added 23.82%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
46,196
shares
|
$4.18 Million
0.73% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Sciencast Management LP
|
Nov 12, 2025 Q3 2025 |
45,980
shares
|
$4.16 Million
0.88% of portfolio
|
Q3 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
45,722
shares
|
$4.14 Million
1.01% of portfolio
|
Q3 2025
Reduced 50.59%
|
|