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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
5,947
shares
|
$538,679
0.03% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
5,946
shares
|
$538,588
0.16% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
5,943
shares
|
$538,316
0.44% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Diligent Investors, LLC
|
Jan 22, 2026 Q4 2025 |
5,933
shares
|
$537,411
0.16% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
5,924
shares
|
$536,595
0.08% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
5,914
shares
|
$535,690
0.04% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
5,882
shares
|
$532,791
0.0% of portfolio
|
Q4 2025
Reduced 9.26%
|
|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
5,875
shares
|
$532,157
0.26% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
5,875
shares
|
$532,157
0.16% of portfolio
|
Q2 2022
Added 5.38%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
5,871
shares
|
$531,795
0.2% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
5,867
shares
|
$531,432
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 13, 2025 Q3 2025 |
5,845
shares
|
$529,440
0.18% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
5,835
shares
|
$528,534
0.4% of portfolio
|
Q1 2024
Reduced 3.31%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
5,833
shares
|
$528,353
0.23% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
5,817
shares
|
$526,903
0.03% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
5,756
shares
|
$521,378
0.09% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
5,755
shares
|
$521,287
0.44% of portfolio
|
Q3 2025
Added 20.4%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
5,749
shares
|
$520,744
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
5,743
shares
|
$520,200
0.31% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
5,742
shares
|
$520,110
0.06% of portfolio
|
Q3 2025
Added 18.44%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 16, 2026 Q4 2025 |
5,741
shares
|
$520,019
0.23% of portfolio
|
Q4 2025
Added 2.96%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
5,730
shares
|
$519,023
0.1% of portfolio
|
Q4 2025
Reduced 20.75%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
5,728
shares
|
$518,842
0.24% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,680
shares
|
$514,494
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
5,663
shares
|
$512,954
0.25% of portfolio
|
Q3 2025
Reduced 3.77%
|
|