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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
23,565
shares
|
$2.13 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
23,549
shares
|
$2.13 Million
0.06% of portfolio
|
Q3 2025
Added 41.04%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
23,387
shares
|
$2.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 62.17%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
23,220
shares
|
$2.1 Million
0.03% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
23,201
shares
|
$2.1 Million
0.36% of portfolio
|
Q3 2024
Added 33.82%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
23,189
shares
|
$2.1 Million
1.4% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
23,128
shares
|
$2.09 Million
0.09% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
23,102
shares
|
$2.09 Million
0.28% of portfolio
|
Q4 2025
Reduced 1.35%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
23,058
shares
|
$2.09 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,000
shares
|
$2.08 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
22,997
shares
|
$2.08 Million
0.16% of portfolio
|
Q4 2025
Added 5.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
22,869
shares
|
$2.07 Million
0.04% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
22,789
shares
|
$2.06 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
22,754
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jan 14, 2026 Q4 2025 |
22,719
shares
|
$2.06 Million
1.17% of portfolio
|
Q4 2025
Added 3.9%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
22,478
shares
|
$2.04 Million
0.32% of portfolio
|
Q4 2025
Added 7.91%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
22,456
shares
|
$2.03 Million
0.23% of portfolio
|
Q3 2025
Added 325.63%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
22,376
shares
|
$2.03 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
22,319
shares
|
$2.02 Million
0.22% of portfolio
|
Q3 2022
Reduced 8.88%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
22,234
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
22,230
shares
|
$2.01 Million
0.23% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
22,068
shares
|
$2 Million
0.08% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
22,061
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.43%
|
|
|
Matrix Trust CO
|
Jan 13, 2026 Q4 2025 |
21,988
shares
|
$1.99 Million
0.32% of portfolio
|
Q4 2025
Added 14.96%
|
|
|
Essex LLC
|
Jan 16, 2026 Q4 2025 |
21,932
shares
|
$1.99 Million
0.39% of portfolio
|
Q4 2025
Reduced 2.95%
|
|