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 |
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
987,659
shares
|
$86.7 Million
0.09% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
933,252
shares
|
$81.9 Million
0.07% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
911,626
shares
|
$80 Million
1.71% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
893,434
shares
|
$78.4 Million
1.59% of portfolio
|
Q1 2024
Added 9.56%
|
|
|
Mawer Investment Management Ltd.
Calgary, A0 |
May 07, 2025 Q1 2025 |
885,691
shares
|
$77.7 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
880,281
shares
|
$77.3 Million
2.23% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
869,272
shares
|
$76.3 Million
0.63% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Korea Investment Corp
Seoul, M5 |
Feb 12, 2025 Q4 2024 |
844,558
shares
|
$74.1 Million
0.17% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
840,874
shares
|
$73.8 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
829,357
shares
|
$72.8 Million
0.12% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
824,113
shares
|
$72.3 Million
0.02% of portfolio
|
Q1 2025
Added 1092.19%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
779,872
shares
|
$68.5 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
778,774
shares
|
$68.4 Million
0.06% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
773,548
shares
|
$67.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Old Republic International Corp
Chicago, IL |
Apr 29, 2025 Q1 2025 |
771,000
shares
|
$67.7 Million
2.75% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
766,450
shares
|
$67.3 Million
3.07% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
751,768
shares
|
$66 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
719,703
shares
|
$63.2 Million
0.09% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Assenagon Asset Management S.A.
|
Apr 15, 2025 Q1 2025 |
700,628
shares
|
$61.5 Million
0.12% of portfolio
|
Q1 2025
Added 2780.16%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
671,174
shares
|
$58.9 Million
0.13% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
664,703
shares
|
$58.3 Million
0.39% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Feb 12, 2025 Q4 2024 |
607,903
shares
|
$53.4 Million
0.37% of portfolio
|
Q4 2024
Added 89.43%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
605,646
shares
|
$53.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
599,533
shares
|
$52.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Feb 14, 2025 Q4 2024 |
598,700
shares
|
$52.6 Million
0.09% of portfolio
|
Q4 2024
Added 68.32%
|