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 |
|---|---|---|---|---|---|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
26,950
shares
|
$2.44 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
26,945
shares
|
$2.44 Million
0.09% of portfolio
|
Q3 2025
Added 17.09%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
26,917
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 78.55%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
26,686
shares
|
$2.42 Million
0.24% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
26,591
shares
|
$2.41 Million
0.99% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Naviter Wealth, LLC
|
Jan 21, 2026 Q4 2025 |
26,569
shares
|
$2.41 Million
0.32% of portfolio
|
Q4 2025
Reduced 16.11%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
26,396
shares
|
$2.39 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
26,271
shares
|
$2.38 Million
0.87% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
26,213
shares
|
$2.37 Million
1.33% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
26,073
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
26,051
shares
|
$2.36 Million
0.26% of portfolio
|
Q3 2022
Added 4.59%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 16, 2026 Q4 2025 |
25,989
shares
|
$2.35 Million
0.33% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
John G Ullman & Associates Inc
|
Nov 05, 2025 Q3 2025 |
25,980
shares
|
$2.35 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Zwj Investment Counsel Inc
|
Jan 23, 2026 Q4 2025 |
25,884
shares
|
$2.34 Million
0.09% of portfolio
|
Q4 2025
Added 7.85%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
25,805
shares
|
$2.34 Million
0.65% of portfolio
|
Q2 2024
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
25,794
shares
|
$2.34 Million
0.23% of portfolio
|
Q4 2025
Added 2.76%
|
|
|
Nepsis Inc.
|
Jan 14, 2026 Q4 2025 |
25,772
shares
|
$2.33 Million
0.83% of portfolio
|
Q4 2025
Reduced 2.89%
|
|
|
Stolper CO
|
Jan 12, 2026 Q4 2025 |
25,749
shares
|
$2.33 Million
0.66% of portfolio
|
Q4 2025
Added 3.24%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 20, 2026 Q4 2025 |
25,740
shares
|
$2.33 Million
0.34% of portfolio
|
Q4 2025
Reduced 3.39%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
25,679
shares
|
$2.33 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
25,567
shares
|
$2.32 Million
0.23% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
25,446
shares
|
$2.3 Million
0.07% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
25,423
shares
|
$2.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Red Door Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
25,358
shares
|
$2.3 Million
0.25% of portfolio
|
Q4 2025
Added 5.15%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
25,346
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2025
Added 0.71%
|
|