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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
14,332
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2025
Added 5.06%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
14,320
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
14,273
shares
|
$1.29 Million
0.39% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
14,217
shares
|
$1.29 Million
0.24% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
14,176
shares
|
$1.28 Million
0.38% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
14,172
shares
|
$1.28 Million
0.56% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
14,170
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Ti Trust, Inc
|
Jan 22, 2026 Q4 2025 |
14,160
shares
|
$1.28 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
14,128
shares
|
$1.28 Million
0.68% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
14,088
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
13,974
shares
|
$1.27 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
13,965
shares
|
$1.26 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
13,937
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Shuttleworth & CO
Powell, OH |
Nov 14, 2025 Q3 2025 |
13,915
shares
|
$1.26 Million
1.2% of portfolio
|
Q3 2025
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
13,894
shares
|
$1.26 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
13,878
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
13,819
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2025
Added 285.36%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
13,811
shares
|
$1.25 Million
0.52% of portfolio
|
Q4 2025
Added 4.76%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
13,762
shares
|
$1.25 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
13,746
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
13,725
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,667
shares
|
$1.24 Million
0.3% of portfolio
|
Q1 2025
Reduced 19.76%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
13,662
shares
|
$1.24 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
13,648
shares
|
$1.24 Million
0.42% of portfolio
|
Q4 2025
Reduced 2.29%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
13,638
shares
|
$1.24 Million
0.36% of portfolio
|
Q4 2025
Added 0.28%
|
|