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 |
|---|---|---|---|---|---|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
1,779,203
shares
|
$161 Million
0.1% of portfolio
|
Q3 2025
Reduced 30.66%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
1,688,686
shares
|
$153 Million
1.87% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,535,754
shares
|
$139 Million
0.17% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
1,502,015
shares
|
$136 Million
0.4% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
1,485,576
shares
|
$135 Million
2.13% of portfolio
|
Q4 2025
Reduced 4.12%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,418,722
shares
|
$129 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,365,026
shares
|
$124 Million
0.11% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
1,322,470
shares
|
$120 Million
0.13% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,296,223
shares
|
$117 Million
0.15% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Nov 13, 2025 Q3 2025 |
1,274,562
shares
|
$115 Million
2.33% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,226,814
shares
|
$111 Million
0.17% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,156,505
shares
|
$105 Million
0.4% of portfolio
|
Q4 2022
Added 2.59%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,151,486
shares
|
$104 Million
1.27% of portfolio
|
Q3 2025
Reduced 14.45%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 12, 2025 Q3 2025 |
1,150,304
shares
|
$104 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
1,127,662
shares
|
$102 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
1,064,675
shares
|
$96.4 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,059,656
shares
|
$96 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,058,122
shares
|
$95.8 Million
0.83% of portfolio
|
Q3 2025
Reduced 19.38%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,051,719
shares
|
$95.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,031,384
shares
|
$93.4 Million
0.09% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,017,666
shares
|
$92.2 Million
0.43% of portfolio
|
Q3 2025
Added 1382.05%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,017,455
shares
|
$92.2 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
1,000,364
shares
|
$90.6 Million
1.52% of portfolio
|
Q4 2025
Added 5.19%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
1,000,326
shares
|
$90.6 Million
0.17% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
985,133
shares
|
$89.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.8%
|
|