Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,427 institutions that hold shares in the stock, with a total of 721 Million shares, which have been reported (via 13F filing form) to have a value of $65.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
1,799,838
shares
|
$158 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.97%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
1,700,776
shares
|
$149 Million
1.8% of portfolio
|
Q4 2024
Reduced 44.74%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
1,603,734
shares
|
$141 Million
2.21% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,504,693
shares
|
$132 Million
0.17% of portfolio
|
Q4 2024
Added 44.78%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
1,439,072
shares
|
$126 Million
0.43% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,368,788
shares
|
$120 Million
0.18% of portfolio
|
Q4 2024
Added 562.85%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,367,500
shares
|
$120 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,365,574
shares
|
$120 Million
1.37% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
1,340,829
shares
|
$118 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
1,309,713
shares
|
$115 Million
0.13% of portfolio
|
Q2 2024
Added 10.61%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,284,501
shares
|
$113 Million
1.0% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,220,503
shares
|
$107 Million
0.14% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
1,156,505
shares
|
$102 Million
0.4% of portfolio
|
Q4 2022
Added 2.59%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Feb 13, 2025 Q4 2024 |
1,141,302
shares
|
$100 Million
0.1% of portfolio
|
Q4 2024
Reduced 35.03%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
1,140,278
shares
|
$100 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,126,334
shares
|
$98.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 24.52%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,116,096
shares
|
$98 Million
0.17% of portfolio
|
Q4 2024
Reduced 29.0%
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
1,107,432
shares
|
$97.2 Million
0.21% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
1,097,935
shares
|
$96.4 Million
0.19% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,093,204
shares
|
$96 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,092,554
shares
|
$95.9 Million
0.14% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
1,066,197
shares
|
$93.6 Million
1.8% of portfolio
|
Q4 2024
Added 214.12%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,028,945
shares
|
$90.3 Million
0.61% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
1,007,075
shares
|
$88.4 Million
0.1% of portfolio
|
Q1 2025
Added 49.3%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
998,275
shares
|
$87.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.22%
|