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 |
|---|---|---|---|---|---|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
13,534
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
13,524
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
13,520
shares
|
$1.22 Million
0.55% of portfolio
|
Q2 2022
Added 52.68%
|
|
|
Mitchell Sinkler & Starr
|
Nov 04, 2025 Q3 2025 |
13,498
shares
|
$1.22 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
13,495
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
13,491
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
13,340
shares
|
$1.21 Million
0.83% of portfolio
|
Q2 2023
Reduced 4.48%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
13,309
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2024
Added 368.13%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
13,258
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
13,221
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Added 21.14%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
13,214
shares
|
$1.2 Million
0.21% of portfolio
|
Q3 2025
Reduced 56.56%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,193
shares
|
$1.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Blue Fin Capital, Inc.
|
Jan 23, 2026 Q4 2025 |
13,173
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2025
Reduced 2.92%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
13,161
shares
|
$1.19 Million
0.18% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
13,119
shares
|
$1.19 Million
0.18% of portfolio
|
Q4 2025
Reduced 1.5%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
13,118
shares
|
$1.19 Million
1.0% of portfolio
|
Q2 2022
Reduced 19.87%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
13,049
shares
|
$1.18 Million
0.13% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
13,016
shares
|
$1.18 Million
0.26% of portfolio
|
Q1 2022
Reduced 0.46%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
13,003
shares
|
$1.18 Million
0.07% of portfolio
|
Q4 2025
Added 22.45%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
12,959
shares
|
$1.17 Million
0.26% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
12,913
shares
|
$1.17 Million
0.15% of portfolio
|
Q4 2025
Reduced 9.18%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
12,861
shares
|
$1.16 Million
0.88% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
12,860
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
12,851
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2025
Reduced 4.89%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
12,845
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|