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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
10,591
shares
|
$959,332
0.02% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 20, 2026 Q4 2025 |
10,569
shares
|
$957,340
0.13% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
10,538
shares
|
$954,532
0.07% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
10,507
shares
|
$951,724
0.35% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,451
shares
|
$946,651
0.18% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
10,421
shares
|
$943,934
0.03% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
10,375
shares
|
$939,767
0.21% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Hbw Advisory Services LLC
|
Jan 23, 2026 Q4 2025 |
10,335
shares
|
$936,144
0.11% of portfolio
|
Q4 2025
Reduced 9.71%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2025 Q3 2025 |
10,327
shares
|
$935,419
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
10,315
shares
|
$934,332
0.03% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
10,307
shares
|
$933,608
0.03% of portfolio
|
Q3 2025
Reduced 15.56%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
10,300
shares
|
$932,974
0.29% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
10,295
shares
|
$932,521
0.05% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
10,294
shares
|
$932,430
0.01% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
10,294
shares
|
$932,430
0.88% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
10,272
shares
|
$930,437
0.33% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
10,257
shares
|
$929,079
0.01% of portfolio
|
Q4 2025
Added 1.48%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
10,253
shares
|
$928,716
0.15% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
10,249
shares
|
$928,354
0.41% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
10,248
shares
|
$928,263
0.01% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,217
shares
|
$925,455
0.07% of portfolio
|
Q3 2022
Reduced 0.54%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
10,196
shares
|
$923,553
0.03% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
10,157
shares
|
$920,021
0.06% of portfolio
|
Q4 2025
Added 123.72%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 15, 2026 Q4 2025 |
10,144
shares
|
$918,843
0.55% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
10,094
shares
|
$914,314
0.53% of portfolio
|
Q3 2025
Added 0.02%
|
|