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 |
|---|---|---|---|---|---|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,418
shares
|
$400,182
0.03% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
4,402
shares
|
$398,733
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
4,390
shares
|
$397,646
0.52% of portfolio
|
Q3 2025
Reduced 33.54%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 20, 2026 Q4 2025 |
4,387
shares
|
$397,374
0.04% of portfolio
|
Q4 2025
Added 4.33%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
4,386
shares
|
$397,283
0.16% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
4,369
shares
|
$395,744
0.03% of portfolio
|
Q4 2025
Added 3.7%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
4,365
shares
|
$395,381
0.08% of portfolio
|
Q4 2021
Added 0.32%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
4,363
shares
|
$395,200
0.17% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
4,363
shares
|
$395,200
0.32% of portfolio
|
Q1 2022
Added 1.47%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,363
shares
|
$395,200
0.05% of portfolio
|
Q2 2023
Reduced 19.41%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
4,355
shares
|
$394,475
0.01% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
4,351
shares
|
$394,113
0.02% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,350
shares
|
$394,023
0.06% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
4,345
shares
|
$393,570
0.26% of portfolio
|
Q4 2021
New holding
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
4,344
shares
|
$393,479
0.05% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
4,325
shares
|
$391,758
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
4,316
shares
|
$390,943
0.02% of portfolio
|
Q4 2025
Added 1.22%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
4,315
shares
|
$390,852
0.33% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
4,314
shares
|
$390,762
0.29% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Ferguson Shapiro LLC
|
Jan 26, 2026 Q4 2025 |
4,313
shares
|
$390,671
0.24% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
4,313
shares
|
$390,671
0.29% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,302
shares
|
$389,675
0.17% of portfolio
|
Q4 2021
Reduced 8.51%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
4,291
shares
|
$388,678
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
4,281
shares
|
$387,772
0.03% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
4,279
shares
|
$387,591
0.16% of portfolio
|
Q4 2025
Reduced 0.26%
|
|