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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,166
shares
|
$830,256
0.3% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 15, 2026 Q4 2025 |
9,151
shares
|
$828,897
0.13% of portfolio
|
Q4 2025
Reduced 1.63%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
9,150
shares
|
$828,807
0.03% of portfolio
|
Q3 2025
Reduced 35.48%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
9,142
shares
|
$828,082
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
9,116
shares
|
$825,727
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
9,086
shares
|
$823,009
0.11% of portfolio
|
Q4 2025
Added 5.43%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,069
shares
|
$821,470
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
9,055
shares
|
$820,201
0.41% of portfolio
|
Q1 2018
Reduced 15.41%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
9,021
shares
|
$817,122
0.22% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
9,018
shares
|
$816,850
0.05% of portfolio
|
Q3 2025
Reduced 39.51%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
9,009
shares
|
$816,035
0.15% of portfolio
|
Q3 2025
Added 115.63%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
8,993
shares
|
$814,585
0.55% of portfolio
|
Q3 2023
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
8,961
shares
|
$811,687
0.11% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Community Bank Of Raymore
|
Jan 22, 2026 Q4 2025 |
8,950
shares
|
$810,691
0.58% of portfolio
|
Q1 2024
Reduced 26.34%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
8,944
shares
|
$810,147
0.04% of portfolio
|
Q4 2022
Reduced 8.65%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
8,941
shares
|
$809,875
0.03% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
8,913
shares
|
$807,339
0.32% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
8,845
shares
|
$801,180
0.5% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,837
shares
|
$800,455
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
8,833
shares
|
$800,093
0.07% of portfolio
|
Q4 2025
Added 1.45%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
8,800
shares
|
$797,104
0.36% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
8,798
shares
|
$796,922
0.75% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
8,787
shares
|
$795,926
0.09% of portfolio
|
Q2 2022
Reduced 1.37%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
8,783
shares
|
$795,564
0.23% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
8,781
shares
|
$795,382
0.19% of portfolio
|
Q2 2025
Reduced 12.47%
|
|