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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
28,949
shares
|
$2.62 Million
0.1% of portfolio
|
Q4 2025
Added 49.71%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
28,793
shares
|
$2.61 Million
0.77% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
28,741
shares
|
$2.6 Million
0.17% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
28,633
shares
|
$2.59 Million
0.76% of portfolio
|
Q3 2025
Added 29.87%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
28,571
shares
|
$2.59 Million
1.78% of portfolio
|
Q3 2025
Reduced 24.92%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
28,473
shares
|
$2.58 Million
0.56% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
28,396
shares
|
$2.57 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Nov 12, 2025 Q3 2025 |
28,370
shares
|
$2.57 Million
2.13% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
28,365
shares
|
$2.57 Million
0.01% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
28,344
shares
|
$2.57 Million
0.12% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
28,309
shares
|
$2.56 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
28,205
shares
|
$2.55 Million
2.8% of portfolio
|
Q3 2023
Reduced 41.36%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
28,089
shares
|
$2.54 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
27,947
shares
|
$2.53 Million
0.09% of portfolio
|
Q3 2025
Added 110.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
27,906
shares
|
$2.53 Million
0.05% of portfolio
|
Q4 2025
Reduced 14.26%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
27,867
shares
|
$2.52 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
27,848
shares
|
$2.52 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.84%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
27,763
shares
|
$2.51 Million
0.38% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
27,569
shares
|
$2.5 Million
1.62% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
27,440
shares
|
$2.49 Million
0.38% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
27,400
shares
|
$2.48 Million
0.66% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
27,332
shares
|
$2.48 Million
0.82% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
27,280
shares
|
$2.47 Million
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
27,200
shares
|
$2.46 Million
0.03% of portfolio
|
Q3 2025
Added 328.48%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
27,066
shares
|
$2.45 Million
1.23% of portfolio
|
Q4 2022
Reduced 0.73%
|
|