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 |
|---|---|---|---|---|---|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
11,673
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,663
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2022
Reduced 6.73%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
11,579
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Reduced 32.79%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2025 Q3 2025 |
11,577
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 21, 2026 Q4 2025 |
11,570
shares
|
$1.05 Million
0.4% of portfolio
|
Q4 2025
Added 1.93%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
11,563
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
11,550
shares
|
$1.05 Million
0.41% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
11,525
shares
|
$1.04 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
11,447
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
11,443
shares
|
$1.04 Million
0.16% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
11,407
shares
|
$1.03 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
11,387
shares
|
$1.03 Million
0.25% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,382
shares
|
$1.03 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
11,341
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2025
Added 36.21%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
11,333
shares
|
$1.03 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
11,300
shares
|
$1.02 Million
0.22% of portfolio
|
Q4 2025
Added 31.4%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
11,284
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
11,277
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2025
Added 7.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
11,273
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2026 Q4 2025 |
11,266
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2025
Reduced 1.47%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
11,252
shares
|
$1.02 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
11,181
shares
|
$1.01 Million
0.18% of portfolio
|
Q4 2025
Added 6.21%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
11,169
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 37.68%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
11,146
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 882.89%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
11,130
shares
|
$1.01 Million
1.21% of portfolio
|
Q3 2022
Reduced 2.37%
|
|