Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,538 institutions that hold shares in the stock, with a total of 783 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 |
|---|---|---|---|---|---|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
3,932
shares
|
$356,160
0.06% of portfolio
|
Q4 2025
Reduced 20.68%
|
|
|
Live Oak Private Wealth LLC
|
Jan 23, 2026 Q4 2025 |
3,929
shares
|
$355,888
0.05% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
3,928
shares
|
$355,798
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Jan 22, 2026 Q4 2025 |
3,921
shares
|
$355,164
0.1% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
3,904
shares
|
$353,624
0.88% of portfolio
|
Q3 2023
New holding
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
3,902
shares
|
$353,443
0.03% of portfolio
|
Q4 2025
Added 231.24%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
3,884
shares
|
$351,812
0.04% of portfolio
|
Q4 2025
Reduced 7.17%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jan 16, 2026 Q4 2025 |
3,879
shares
|
$351,359
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
3,877
shares
|
$351,178
0.18% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,877
shares
|
$351,178
0.05% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,867
shares
|
$350,272
0.16% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
3,859
shares
|
$349,548
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
3,854
shares
|
$349,095
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
3,849
shares
|
$348,642
0.04% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,834
shares
|
$347,283
0.03% of portfolio
|
Q2 2023
Added 23.64%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
3,818
shares
|
$345,834
0.05% of portfolio
|
Q4 2025
Reduced 22.54%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
3,817
shares
|
$345,743
0.06% of portfolio
|
Q4 2025
Added 1.71%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jan 20, 2026 Q4 2025 |
3,802
shares
|
$344,385
0.09% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
3,799
shares
|
$344,113
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
3,795
shares
|
$343,751
0.04% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
3,792
shares
|
$343,479
0.1% of portfolio
|
Q3 2025
Added 26.48%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,791
shares
|
$343,388
0.02% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
3,783
shares
|
$342,664
0.05% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
3,775
shares
|
$341,939
0.23% of portfolio
|
Q4 2025
Reduced 1.95%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
3,770
shares
|
$341,486
0.06% of portfolio
|
Q3 2025
Added 2.72%
|
|