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 |
|---|---|---|---|---|---|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
32,838
shares
|
$2.97 Million
1.58% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
32,757
shares
|
$2.97 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 09, 2026 Q4 2025 |
32,716
shares
|
$2.96 Million
0.75% of portfolio
|
Q4 2025
Added 2.82%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
32,689
shares
|
$2.96 Million
0.23% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
32,653
shares
|
$2.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
32,506
shares
|
$2.94 Million
0.05% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 15, 2026 Q4 2025 |
32,342
shares
|
$2.93 Million
1.65% of portfolio
|
Q4 2025
Added 5.31%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
32,315
shares
|
$2.93 Million
0.51% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
31,831
shares
|
$2.88 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
31,667
shares
|
$2.87 Million
0.47% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Miller Howard Investments Inc
|
Oct 24, 2025 Q3 2025 |
31,657
shares
|
$2.87 Million
0.09% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
31,610
shares
|
$2.86 Million
0.18% of portfolio
|
Q3 2025
Added 43.35%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
31,570
shares
|
$2.86 Million
0.49% of portfolio
|
Q3 2023
Reduced 12.8%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
31,286
shares
|
$2.83 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
31,200
shares
|
$2.83 Million
0.1% of portfolio
|
Q3 2025
Reduced 20.81%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
31,160
shares
|
$2.82 Million
0.61% of portfolio
|
Q4 2025
Reduced 6.16%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
31,125
shares
|
$2.82 Million
0.03% of portfolio
|
Q3 2025
Added 18.02%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
30,778
shares
|
$2.79 Million
0.03% of portfolio
|
Q2 2024
Reduced 9.97%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
30,743
shares
|
$2.78 Million
0.43% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
30,666
shares
|
$2.78 Million
0.87% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
30,637
shares
|
$2.78 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
30,636
shares
|
$2.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 92.46%
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
30,556
shares
|
$2.77 Million
0.61% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
30,499
shares
|
$2.76 Million
0.06% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
30,360
shares
|
$2.75 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.17%
|
|