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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,538
shares
|
$411,052
0.03% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Sara Bay Financial
|
Jan 20, 2026 Q4 2025 |
4,531
shares
|
$410,417
0.13% of portfolio
|
Q4 2025
Added 9.63%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Jan 13, 2026 Q4 2025 |
4,531
shares
|
$410,417
0.04% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
4,523
shares
|
$409,693
0.08% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,521
shares
|
$409,512
0.06% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
4,521
shares
|
$409,512
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,495
shares
|
$407,157
0.05% of portfolio
|
Q4 2022
Added 3.26%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
4,490
shares
|
$406,704
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
4,489
shares
|
$406,613
0.04% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Nov 13, 2025 Q3 2025 |
4,487
shares
|
$406,432
0.32% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
4,475
shares
|
$405,345
0.04% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
4,475
shares
|
$405,345
0.3% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
4,475
shares
|
$405,345
0.08% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
4,468
shares
|
$404,711
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
4,458
shares
|
$403,805
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Jan 26, 2026 Q4 2025 |
4,456
shares
|
$403,624
0.11% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 22, 2026 Q4 2025 |
4,454
shares
|
$403,443
0.08% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
4,448
shares
|
$402,899
0.0% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Nov 05, 2025 Q3 2025 |
4,447
shares
|
$402,809
0.02% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
4,445
shares
|
$402,628
0.03% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
4,440
shares
|
$402,175
0.02% of portfolio
|
Q2 2021
Added 81.97%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
4,425
shares
|
$400,816
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
4,425
shares
|
$400,816
0.27% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
4,421
shares
|
$400,454
0.03% of portfolio
|
Q3 2025
Reduced 21.78%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
4,421
shares
|
$400,454
0.04% of portfolio
|
Q3 2025
Reduced 4.06%
|
|