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 |
|---|---|---|---|---|---|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
10,084
shares
|
$913,408
0.44% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
10,056
shares
|
$910,872
0.14% of portfolio
|
Q3 2025
Added 135.23%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
10,007
shares
|
$906,434
0.07% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
9,963
shares
|
$902,448
0.05% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
9,958
shares
|
$901,995
0.41% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 23, 2026 Q4 2025 |
9,933
shares
|
$899,731
0.14% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
9,921
shares
|
$898,644
0.06% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Sunburst Financial Group, LLC
|
Jan 20, 2026 Q4 2025 |
9,897
shares
|
$896,470
0.19% of portfolio
|
Q4 2025
Reduced 3.21%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 20, 2026 Q4 2025 |
9,890
shares
|
$895,836
0.24% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
9,800
shares
|
$887,684
0.34% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
9,798
shares
|
$887,502
0.07% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,768
shares
|
$884,785
0.03% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
9,752
shares
|
$883,336
0.08% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,743
shares
|
$882,520
0.01% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
9,734
shares
|
$881,705
0.25% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 05, 2026 Q4 2025 |
9,727
shares
|
$881,071
0.46% of portfolio
|
Q4 2025
Reduced 4.33%
|
|
|
William Allan, LLC
|
Oct 24, 2025 Q3 2025 |
9,723
shares
|
$880,709
0.53% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2025 Q3 2025 |
9,722
shares
|
$880,618
0.87% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2026 Q4 2025 |
9,698
shares
|
$878,444
0.06% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
9,687
shares
|
$877,448
0.21% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
9,675
shares
|
$876,361
0.09% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
9,666
shares
|
$875,546
0.15% of portfolio
|
Q3 2022
Added 0.95%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
9,645
shares
|
$873,644
0.14% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Scp Investment, LP
|
Nov 07, 2025 Q3 2025 |
9,600
shares
|
$869,568
0.92% of portfolio
|
Q3 2025
Reduced 17.24%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
9,593
shares
|
$868,933
0.25% of portfolio
|
Q3 2025
Added 3.75%
|
|