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 |
|---|---|---|---|---|---|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
8,747
shares
|
$792,303
0.33% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
8,724
shares
|
$790,219
0.02% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
8,718
shares
|
$789,676
0.06% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
8,712
shares
|
$789,132
0.01% of portfolio
|
Q3 2025
Added 18.74%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
8,689
shares
|
$787,049
0.01% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
8,685
shares
|
$786,687
0.06% of portfolio
|
Q4 2025
Added 1.96%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
8,660
shares
|
$784,422
0.18% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 20, 2026 Q4 2025 |
8,634
shares
|
$782,067
0.29% of portfolio
|
Q4 2025
Reduced 8.36%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
8,632
shares
|
$781,886
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Howard Capital Management Inc.
|
Jan 22, 2026 Q4 2025 |
8,605
shares
|
$779,440
0.01% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
8,592
shares
|
$778,263
0.36% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
8,585
shares
|
$777,629
0.41% of portfolio
|
Q1 2023
Added 1.07%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
8,568
shares
|
$776,089
0.04% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
8,540
shares
|
$773,553
0.49% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
8,519
shares
|
$771,651
0.41% of portfolio
|
Q4 2025
Added 7.09%
|
|
|
Franklin Street Advisors Inc
|
Jan 21, 2026 Q4 2025 |
8,506
shares
|
$770,473
0.05% of portfolio
|
Q4 2025
Added 9.29%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
8,483
shares
|
$768,390
0.18% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
8,477
shares
|
$767,846
0.24% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
8,466
shares
|
$766,850
0.07% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
8,458
shares
|
$766,125
0.33% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
8,449
shares
|
$765,310
0.08% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
8,425
shares
|
$763,136
0.07% of portfolio
|
Q4 2025
Reduced 12.59%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
8,402
shares
|
$761,053
0.09% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
8,401
shares
|
$760,962
0.02% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
8,396
shares
|
$760,509
0.11% of portfolio
|
Q3 2025
Reduced 4.19%
|
|