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 |
|---|---|---|---|---|---|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
3,120
shares
|
$282,609
0.05% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
3,112
shares
|
$281,884
0.01% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
3,111
shares
|
$281,794
0.04% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Brendel Financial Advisors LLC
|
Jan 23, 2026 Q4 2025 |
3,100
shares
|
$280,798
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Buffalo Business & Estate Services LTD
Orchard Park, NY |
Jan 20, 2026 Q4 2025 |
3,096
shares
|
$280,435
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,095
shares
|
$280,345
0.05% of portfolio
|
Q4 2025
Added 3.72%
|
|
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
Jan 15, 2026 Q4 2025 |
3,090
shares
|
$279,892
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
3,087
shares
|
$279,620
0.01% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jan 26, 2026 Q4 2025 |
3,085
shares
|
$279,439
0.1% of portfolio
|
Q4 2025
Reduced 1.25%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,078
shares
|
$278,805
0.04% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
3,070
shares
|
$278,080
0.0% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
3,068
shares
|
$277,899
0.07% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,065
shares
|
$277,627
0.02% of portfolio
|
Q2 2024
Reduced 17.5%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
3,062
shares
|
$277,355
0.08% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
3,057
shares
|
$276,903
0.01% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
3,052
shares
|
$276,450
0.03% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
3,051
shares
|
$276,359
0.08% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
3,043
shares
|
$275,634
0.17% of portfolio
|
Q3 2025
Reduced 24.73%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
3,039
shares
|
$275,272
0.08% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
3,037
shares
|
$275,091
0.1% of portfolio
|
Q2 2025
Reduced 46.85%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
3,024
shares
|
$273,913
0.03% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
3,021
shares
|
$273,642
0.05% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jan 09, 2026 Q4 2025 |
3,005
shares
|
$272,192
0.28% of portfolio
|
Q4 2025
Reduced 1.31%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
3,005
shares
|
$272,192
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
3,002
shares
|
$271,921
0.12% of portfolio
|
Q3 2024
Reduced 3.97%
|
|