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 |
|---|---|---|---|---|---|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 10, 2025 Q3 2025 |
3,750
shares
|
$339,675
0.12% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jan 26, 2026 Q4 2025 |
3,749
shares
|
$339,584
0.24% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,745
shares
|
$339,222
0.06% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Mor Wealth Management, LLC
Philadelphia, PA |
Jan 14, 2026 Q4 2025 |
3,739
shares
|
$338,678
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Bourne Lent Asset Management Inc
|
Jan 14, 2026 Q4 2025 |
3,731
shares
|
$337,953
0.12% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
3,731
shares
|
$337,953
0.41% of portfolio
|
Q3 2025
Added 12.89%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,726
shares
|
$337,501
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
3,710
shares
|
$336,051
0.05% of portfolio
|
Q4 2025
Reduced 0.96%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
3,694
shares
|
$334,602
0.07% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,679
shares
|
$333,243
0.08% of portfolio
|
Q2 2022
Reduced 3.67%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
3,679
shares
|
$333,243
0.08% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
3,673
shares
|
$332,700
0.06% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
3,660
shares
|
$331,522
0.02% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,654
shares
|
$330,979
0.19% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
3,653
shares
|
$330,888
0.18% of portfolio
|
Q4 2025
Added 18.18%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
3,641
shares
|
$329,801
0.24% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Grandview Asset Management LLC
|
Jan 23, 2026 Q4 2025 |
3,636
shares
|
$329,348
0.09% of portfolio
|
Q4 2025
Added 19.88%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
3,633
shares
|
$329,077
0.08% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
3,628
shares
|
$328,624
0.19% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
3,627
shares
|
$328,533
0.03% of portfolio
|
Q1 2025
Added 25.98%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
3,622
shares
|
$328,080
0.06% of portfolio
|
Q3 2025
Reduced 11.85%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
3,615
shares
|
$327,446
0.16% of portfolio
|
Q3 2025
Added 31.55%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,599
shares
|
$325,997
0.06% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
3,595
shares
|
$325,635
0.06% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
3,576
shares
|
$323,914
0.02% of portfolio
|
Q4 2025
Added 0.06%
|
|