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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,689
shares
|
$424,729
0.02% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
4,681
shares
|
$424,004
0.45% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
4,665
shares
|
$422,555
0.15% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,657
shares
|
$421,831
0.1% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
4,652
shares
|
$421,378
0.15% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
4,651
shares
|
$421,287
0.04% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Jan 26, 2026 Q4 2025 |
4,650
shares
|
$421,197
0.16% of portfolio
|
Q3 2023
Added 8.14%
|
|
|
Violich Capital Management, Inc.
|
Oct 29, 2025 Q3 2025 |
4,629
shares
|
$419,294
0.05% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
4,620
shares
|
$418,479
0.09% of portfolio
|
Q3 2025
Added 76.61%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
4,619
shares
|
$418,389
0.03% of portfolio
|
Q3 2025
Added 24.97%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
4,610
shares
|
$417,573
0.23% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,609
shares
|
$417,483
0.03% of portfolio
|
Q3 2025
Added 31.2%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
4,608
shares
|
$417,392
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Blb&B Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
4,599
shares
|
$416,577
0.02% of portfolio
|
Q4 2025
Added 8.03%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
4,596
shares
|
$416,305
0.09% of portfolio
|
Q4 2025
Reduced 4.73%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 21, 2026 Q4 2025 |
4,594
shares
|
$416,124
0.11% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
4,587
shares
|
$415,490
0.16% of portfolio
|
Q4 2025
Added 8.67%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
4,586
shares
|
$415,399
0.02% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
4,585
shares
|
$415,309
0.01% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
4,571
shares
|
$414,041
0.02% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
4,564
shares
|
$413,407
0.1% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
4,557
shares
|
$412,773
0.01% of portfolio
|
Q3 2025
Reduced 25.16%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,555
shares
|
$412,591
0.11% of portfolio
|
Q3 2023
Added 0.62%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
4,550
shares
|
$412,139
0.32% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
4,546
shares
|
$411,776
0.01% of portfolio
|
Q4 2025
Reduced 3.54%
|
|