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 |
|---|---|---|---|---|---|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
2,934
shares
|
$265,761
0.06% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
2,931
shares
|
$265,489
0.12% of portfolio
|
Q3 2025
Reduced 22.36%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2025 Q3 2025 |
2,926
shares
|
$265,037
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 26, 2026 Q4 2025 |
2,925
shares
|
$264,946
0.22% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
2,921
shares
|
$264,584
0.09% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,911
shares
|
$263,678
0.11% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Paradigm Financial Partners, LLC
|
Jan 26, 2026 Q4 2025 |
2,907
shares
|
$263,316
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
2,905
shares
|
$263,134
0.13% of portfolio
|
Q4 2025
Reduced 18.28%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
2,905
shares
|
$263,134
0.23% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,900
shares
|
$262,682
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
2,900
shares
|
$262,682
0.08% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
2,898
shares
|
$262,500
0.2% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Jacobsen Capital Management
|
Jan 26, 2026 Q4 2025 |
2,897
shares
|
$262,410
0.09% of portfolio
|
Q4 2025
Reduced 1.86%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
2,896
shares
|
$262,319
0.2% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
2,895
shares
|
$262,229
0.05% of portfolio
|
Q3 2025
Reduced 19.92%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jan 15, 2026 Q4 2025 |
2,892
shares
|
$261,957
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 05, 2025 Q3 2025 |
2,883
shares
|
$261,142
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Forefront Wealth Management Inc.
|
Jan 23, 2026 Q4 2025 |
2,880
shares
|
$260,870
0.21% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
2,879
shares
|
$260,779
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
2,879
shares
|
$260,779
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,878
shares
|
$260,689
0.03% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
2,876
shares
|
$260,508
0.15% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
2,873
shares
|
$260,236
0.11% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
2,863
shares
|
$259,330
0.02% of portfolio
|
Q4 2022
Reduced 83.59%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
2,862
shares
|
$259,239
0.06% of portfolio
|
Q3 2025
Reduced 0.42%
|
|