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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
6,484
shares
|
$587,320
0.05% of portfolio
|
Q3 2025
Added 18.56%
|
|
|
Trust CO Of Virginia
|
Jan 23, 2026 Q4 2025 |
6,468
shares
|
$585,871
0.05% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
6,465
shares
|
$585,599
0.0% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,457
shares
|
$584,875
0.09% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
6,456
shares
|
$584,784
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 20, 2026 Q4 2025 |
6,415
shares
|
$581,070
0.2% of portfolio
|
Q4 2025
Added 4.82%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
6,397
shares
|
$579,440
0.07% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
6,388
shares
|
$578,625
0.02% of portfolio
|
Q3 2025
Added 47.02%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
6,387
shares
|
$578,534
0.15% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Brown Miller Wealth Management, LLC
|
Jan 23, 2026 Q4 2025 |
6,381
shares
|
$577,990
0.17% of portfolio
|
Q4 2025
Reduced 4.17%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
6,367
shares
|
$576,722
0.57% of portfolio
|
Q2 2022
Reduced 40.48%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
6,357
shares
|
$575,817
0.01% of portfolio
|
Q3 2025
Added 20.08%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
6,355
shares
|
$575,635
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
6,343
shares
|
$574,548
0.27% of portfolio
|
Q2 2023
Reduced 13.62%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
6,339
shares
|
$574,186
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
6,329
shares
|
$573,280
0.05% of portfolio
|
Q2 2023
Reduced 71.5%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
6,327
shares
|
$573,099
0.16% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
6,320
shares
|
$572,465
0.03% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
6,317
shares
|
$572,193
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
6,288
shares
|
$569,567
0.0% of portfolio
|
Q3 2025
Reduced 70.2%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
6,275
shares
|
$568,389
0.06% of portfolio
|
Q3 2025
Reduced 55.11%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
6,261
shares
|
$567,121
0.14% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
6,258
shares
|
$566,849
0.16% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,234
shares
|
$564,675
0.08% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
6,229
shares
|
$564,222
0.03% of portfolio
|
Q2 2025
Added 2.05%
|
|