Institutional Ownership Southern CO (SO)
This table provides information about the institutional ownership of Southern CO (SO). We have compiled data on the 2,541 institutions that hold shares in the stock, with a total of 782 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 |
|---|---|---|---|---|---|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
2,006
shares
|
$181,703
0.13% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jan 20, 2026 Q4 2025 |
2,006
shares
|
$181,703
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
2,005
shares
|
$181,612
0.12% of portfolio
|
Q3 2025
Reduced 13.02%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
1,996
shares
|
$180,797
0.04% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,984
shares
|
$179,710
0.01% of portfolio
|
Q2 2023
Reduced 0.5%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,981
shares
|
$179,438
0.01% of portfolio
|
Q2 2025
Added 13106.67%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,939
shares
|
$175,634
0.01% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
1,918
shares
|
$173,732
0.24% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
1,896
shares
|
$171,739
0.06% of portfolio
|
Q3 2025
Added 156.22%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
1,879
shares
|
$170,199
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
1,866
shares
|
$169,022
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
1,850
shares
|
$167,573
0.02% of portfolio
|
Q1 2025
Added 67.88%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
1,783
shares
|
$161,504
0.05% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
1,762
shares
|
$159,601
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
1,738
shares
|
$157,428
0.0% of portfolio
|
Q3 2025
Added 27.79%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
1,733
shares
|
$156,975
0.08% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
1,727
shares
|
$156,431
0.01% of portfolio
|
Q3 2019
Added 58.01%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,722
shares
|
$155,978
0.02% of portfolio
|
Q1 2022
Added 47.05%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 21, 2026 Q4 2025 |
1,675
shares
|
$151,721
0.0% of portfolio
|
Q4 2025
Added 741.71%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
1,672
shares
|
$151,449
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
1,671
shares
|
$151,359
0.03% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,653
shares
|
$149,728
0.02% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
1,652
shares
|
$149,638
0.06% of portfolio
|
Q4 2025
Added 560.8%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,630
shares
|
$147,645
0.09% of portfolio
|
Q2 2022
Reduced 11.03%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,607
shares
|
$145,562
0.03% of portfolio
|
Q3 2025
Reduced 7.8%
|
|