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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
8,372
shares
|
$758,335
0.05% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
8,370
shares
|
$758,154
0.06% of portfolio
|
Q1 2023
Added 5.02%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
8,370
shares
|
$758,154
0.06% of portfolio
|
Q1 2023
Added 5.02%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
8,369
shares
|
$758,064
0.03% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
8,367
shares
|
$757,882
0.1% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
8,343
shares
|
$755,708
0.1% of portfolio
|
Q1 2024
Reduced 3.47%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
8,335
shares
|
$754,984
0.24% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
8,324
shares
|
$753,987
0.03% of portfolio
|
Q3 2025
Reduced 53.73%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
8,317
shares
|
$753,353
0.2% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
8,285
shares
|
$750,455
0.45% of portfolio
|
Q3 2025
Reduced 40.05%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
8,269
shares
|
$749,006
0.14% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
8,228
shares
|
$745,292
0.02% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
8,228
shares
|
$745,292
0.03% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
8,224
shares
|
$744,929
0.29% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
8,205
shares
|
$743,208
0.12% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
8,190
shares
|
$741,850
0.02% of portfolio
|
Q3 2022
Added 6.32%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
8,190
shares
|
$741,850
0.19% of portfolio
|
Q3 2025
Reduced 25.2%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
8,185
shares
|
$741,397
0.31% of portfolio
|
Q4 2024
Reduced 51.88%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,134
shares
|
$736,777
0.1% of portfolio
|
Q3 2025
Reduced 29.96%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
8,127
shares
|
$736,143
0.07% of portfolio
|
Q4 2025
Added 2.27%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
8,125
shares
|
$735,962
0.11% of portfolio
|
Q4 2025
Added 1.07%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
8,123
shares
|
$735,781
0.68% of portfolio
|
Q3 2025
Reduced 21.27%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
8,122
shares
|
$735,690
0.08% of portfolio
|
Q3 2024
Reduced 33.0%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 23, 2026 Q4 2025 |
8,114
shares
|
$734,966
0.5% of portfolio
|
Q4 2025
Reduced 3.53%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
8,095
shares
|
$733,245
0.04% of portfolio
|
Q4 2025
Added 3.2%
|
|