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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
2,589
shares
|
$234,511
0.02% of portfolio
|
Q3 2025
Added 24.77%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,589
shares
|
$234,511
0.09% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
2,588
shares
|
$234,421
0.03% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
2,586
shares
|
$234,239
0.09% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,580
shares
|
$233,696
0.06% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
2,580
shares
|
$233,696
0.08% of portfolio
|
Q3 2025
Reduced 11.28%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
2,580
shares
|
$233,696
0.09% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
2,575
shares
|
$233,243
0.0% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 15, 2026 Q4 2025 |
2,573
shares
|
$233,062
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
2,565
shares
|
$232,337
0.01% of portfolio
|
Q4 2025
Reduced 7.57%
|
|
|
Patton Fund Management, Inc.
|
Jan 23, 2026 Q4 2025 |
2,556
shares
|
$231,522
0.03% of portfolio
|
Q4 2025
Added 4.97%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
2,556
shares
|
$231,522
0.02% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Aldebaran Financial Inc.
|
Jan 23, 2026 Q4 2025 |
2,550
shares
|
$230,979
0.22% of portfolio
|
Q4 2025
Added 8.51%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
2,550
shares
|
$230,979
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
2,546
shares
|
$230,616
0.08% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
2,546
shares
|
$230,616
0.04% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
2,545
shares
|
$230,526
0.09% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
2,543
shares
|
$230,344
0.03% of portfolio
|
Q4 2025
Added 6.94%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,542
shares
|
$230,254
0.07% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,540
shares
|
$230,073
0.03% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,536
shares
|
$229,710
0.01% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
2,535
shares
|
$229,620
0.01% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
2,532
shares
|
$229,348
0.02% of portfolio
|
Q4 2025
Reduced 24.19%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 20, 2026 Q4 2025 |
2,528
shares
|
$228,986
0.12% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
2,526
shares
|
$228,805
0.07% of portfolio
|
Q3 2025
Reduced 3.22%
|
|