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 |
|---|---|---|---|---|---|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
5,663
shares
|
$512,954
0.05% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
5,663
shares
|
$512,954
0.25% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jan 23, 2026 Q4 2025 |
5,650
shares
|
$511,777
0.29% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
5,640
shares
|
$510,871
0.1% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
5,636
shares
|
$510,508
0.19% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
5,634
shares
|
$510,327
0.02% of portfolio
|
Q3 2025
Added 19.95%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,633
shares
|
$510,237
0.01% of portfolio
|
Q1 2024
Reduced 64.59%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
5,625
shares
|
$509,512
0.04% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
5,609
shares
|
$508,063
0.03% of portfolio
|
Q4 2025
Reduced 2.87%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
5,608
shares
|
$507,972
0.16% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
5,607
shares
|
$507,882
0.35% of portfolio
|
Q4 2025
Added 1.36%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2025 Q3 2025 |
5,600
shares
|
$507,248
0.0% of portfolio
|
Q3 2025
Reduced 99.53%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
5,600
shares
|
$507,248
0.12% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
5,584
shares
|
$505,798
0.11% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
5,554
shares
|
$503,081
0.05% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,546
shares
|
$502,356
0.06% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
5,513
shares
|
$499,367
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
5,510
shares
|
$499,095
0.03% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
5,501
shares
|
$498,280
0.03% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
5,500
shares
|
$498,190
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
5,495
shares
|
$497,737
0.17% of portfolio
|
Q2 2023
Reduced 0.9%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
5,484
shares
|
$496,740
0.29% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,482
shares
|
$496,559
0.12% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,474
shares
|
$495,834
0.01% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
5,457
shares
|
$494,295
0.03% of portfolio
|
Q3 2025
Reduced 5.21%
|
|