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 |
|---|---|---|---|---|---|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
39,180
shares
|
$3.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
39,106
shares
|
$3.54 Million
1.37% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
38,998
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
38,793
shares
|
$3.51 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
38,714
shares
|
$3.51 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
Nov 13, 2025 Q3 2025 |
38,630
shares
|
$3.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
38,504
shares
|
$3.49 Million
0.09% of portfolio
|
Q3 2025
Added 39.48%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
38,365
shares
|
$3.48 Million
1.48% of portfolio
|
Q4 2024
Added 27.81%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
38,290
shares
|
$3.47 Million
0.75% of portfolio
|
Q1 2023
Reduced 14.45%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
38,263
shares
|
$3.47 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.19%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
38,159
shares
|
$3.46 Million
0.18% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
38,116
shares
|
$3.45 Million
0.25% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
38,086
shares
|
$3.45 Million
0.18% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
37,567
shares
|
$3.4 Million
0.5% of portfolio
|
Q3 2025
Reduced 15.59%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
37,384
shares
|
$3.39 Million
0.09% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
37,245
shares
|
$3.37 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
37,212
shares
|
$3.37 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.46%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
36,868
shares
|
$3.34 Million
0.38% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Nov 13, 2025 Q3 2025 |
36,309
shares
|
$3.29 Million
1.88% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
36,169
shares
|
$3.28 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
35,662
shares
|
$3.23 Million
1.06% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 20, 2026 Q4 2025 |
35,653
shares
|
$3.23 Million
0.27% of portfolio
|
Q4 2025
Added 3.92%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
35,650
shares
|
$3.23 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
35,563
shares
|
$3.22 Million
0.6% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 23, 2026 Q4 2025 |
35,551
shares
|
$3.22 Million
1.08% of portfolio
|
Q4 2025
Reduced 29.67%
|
|