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 |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
2,862
shares
|
$259,239
0.06% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 16, 2026 Q4 2025 |
2,862
shares
|
$259,239
0.13% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Oct 22, 2025 Q3 2025 |
2,860
shares
|
$259,058
0.12% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
2,853
shares
|
$258,424
0.09% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
2,851
shares
|
$258,243
0.04% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
2,848
shares
|
$257,971
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
2,846
shares
|
$257,790
0.04% of portfolio
|
Q4 2025
Reduced 25.01%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
2,844
shares
|
$257,609
0.18% of portfolio
|
Q3 2025
Reduced 19.43%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
2,843
shares
|
$257,518
0.09% of portfolio
|
Q3 2025
Reduced 19.16%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
2,842
shares
|
$257,428
0.11% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
2,840
shares
|
$257,247
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
2,838
shares
|
$257,066
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
2,826
shares
|
$255,979
0.03% of portfolio
|
Q4 2025
Reduced 8.1%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
Jan 14, 2026 Q4 2025 |
2,825
shares
|
$255,888
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
2,824
shares
|
$255,797
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
2,820
shares
|
$255,435
0.14% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
2,816
shares
|
$255,073
0.05% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
2,812
shares
|
$254,710
0.01% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
2,809
shares
|
$254,439
0.12% of portfolio
|
Q4 2025
Reduced 3.74%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
2,803
shares
|
$253,895
0.02% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Searcy Financial Services Inc
|
Oct 06, 2025 Q3 2025 |
2,794
shares
|
$253,080
0.1% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
2,793
shares
|
$252,989
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Jan 20, 2026 Q4 2025 |
2,783
shares
|
$252,084
0.14% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
2,780
shares
|
$251,812
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,779
shares
|
$251,721
0.02% of portfolio
|
Q1 2025
New holding
|
|