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 |
|---|---|---|---|---|---|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
477
shares
|
$43,206
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
474
shares
|
$42,934
0.03% of portfolio
|
Q3 2023
Reduced 5.95%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
465
shares
|
$42,119
0.01% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
463
shares
|
$41,938
0.0% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
454
shares
|
$41,123
0.0% of portfolio
|
Q4 2025
Reduced 22.26%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
452
shares
|
$40,942
0.0% of portfolio
|
Q3 2025
Added 45100.0%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
450
shares
|
$40,761
0.02% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
448
shares
|
$40,579
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
443
shares
|
$40,126
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
441
shares
|
$39,945
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
439
shares
|
$39,764
0.0% of portfolio
|
Q4 2025
Added 23.66%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
439
shares
|
$39,764
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
425
shares
|
$38,496
0.01% of portfolio
|
Q3 2025
Added 20.06%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
425
shares
|
$38,496
0.02% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
419
shares
|
$37,953
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Tfc Financial Management
|
Jan 23, 2026 Q4 2025 |
418
shares
|
$37,862
0.0% of portfolio
|
Q2 2025
Reduced 80.17%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
415
shares
|
$37,590
0.0% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
414
shares
|
$37,500
0.01% of portfolio
|
Q2 2023
Added 1.22%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
409
shares
|
$37,047
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
403
shares
|
$36,503
0.0% of portfolio
|
Q1 2024
Added 101.5%
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
400
shares
|
$36,232
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
387
shares
|
$35,054
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
373
shares
|
$33,786
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
371
shares
|
$33,605
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
365
shares
|
$33,061
0.05% of portfolio
|
Q2 2023
Added 1.11%
|
|