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 |
|---|---|---|---|---|---|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,009
shares
|
$1.45 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
15,918
shares
|
$1.44 Million
0.03% of portfolio
|
Q3 2025
Added 42.23%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
15,894
shares
|
$1.44 Million
0.06% of portfolio
|
Q3 2025
Reduced 12.79%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
15,879
shares
|
$1.44 Million
0.15% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 23, 2026 Q4 2025 |
15,874
shares
|
$1.44 Million
0.36% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
15,821
shares
|
$1.43 Million
0.17% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
15,811
shares
|
$1.43 Million
0.33% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
15,764
shares
|
$1.43 Million
0.99% of portfolio
|
Q4 2025
Added 3.49%
|
|
|
Asset Advisors Investment Management, LLC
|
Jan 23, 2026 Q4 2025 |
15,763
shares
|
$1.43 Million
0.13% of portfolio
|
Q4 2025
Reduced 7.02%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
15,759
shares
|
$1.43 Million
0.28% of portfolio
|
Q4 2025
Reduced 23.14%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
15,719
shares
|
$1.42 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,709
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 18, 2025 Q3 2025 |
15,621
shares
|
$1.41 Million
0.88% of portfolio
|
Q3 2025
Added 40.92%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,617
shares
|
$1.41 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
15,610
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
15,511
shares
|
$1.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jan 16, 2026 Q4 2025 |
15,492
shares
|
$1.4 Million
0.34% of portfolio
|
Q4 2025
Reduced 5.75%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
15,429
shares
|
$1.4 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
15,393
shares
|
$1.39 Million
0.42% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
15,350
shares
|
$1.39 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
15,347
shares
|
$1.39 Million
1.35% of portfolio
|
Q3 2025
Added 86.95%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 20, 2026 Q4 2025 |
15,342
shares
|
$1.39 Million
0.45% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
15,329
shares
|
$1.39 Million
0.26% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
15,281
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
15,230
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2025
Added 0.69%
|
|