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 |
|---|---|---|---|---|---|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
800
shares
|
$72,464
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
767
shares
|
$69,474
0.03% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
760
shares
|
$68,840
0.08% of portfolio
|
Q2 2010
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
755
shares
|
$68,387
0.02% of portfolio
|
Q3 2025
Added 67.78%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
746
shares
|
$67,572
0.02% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
739
shares
|
$66,938
0.02% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
722
shares
|
$65,398
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
708
shares
|
$64,130
0.03% of portfolio
|
Q2 2022
Reduced 12.81%
|
|
|
Canton Hathaway, LLC
|
Jan 21, 2026 Q4 2025 |
705
shares
|
$63,858
0.01% of portfolio
|
Q3 2021
Added 41.0%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
704
shares
|
$63,768
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
700
shares
|
$63,406
0.0% of portfolio
|
Q1 2023
Reduced 58.82%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
697
shares
|
$63,134
0.02% of portfolio
|
Q4 2025
Reduced 95.55%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
691
shares
|
$62,590
0.05% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
676
shares
|
$61,232
0.02% of portfolio
|
Q1 2024
Reduced 23.96%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
670
shares
|
$60,688
0.03% of portfolio
|
Q3 2025
Reduced 12.42%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
665
shares
|
$60,235
0.07% of portfolio
|
Q2 2025
Reduced 25.11%
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
663
shares
|
$60,054
0.03% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
663
shares
|
$60,054
0.02% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
661
shares
|
$59,873
0.01% of portfolio
|
Q4 2025
Reduced 14.82%
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
640
shares
|
$57,971
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
637
shares
|
$57,699
0.02% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
632
shares
|
$57,246
0.01% of portfolio
|
Q3 2025
Added 2428.0%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
632
shares
|
$57,246
0.03% of portfolio
|
Q1 2025
Reduced 38.76%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
622
shares
|
$56,340
0.03% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
620
shares
|
$56,159
0.02% of portfolio
|
Q3 2023
Added 181.82%
|
|