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Southern (SO) Institutional Ownership

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$87.97 -0.32 (-0.36%)
(As of 11/20/2024 ET)
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Institutional Ownership Changes (13F Filings) for Southern (NYSE:SO)

Current
Institutional Ownership
Percentage
64.10%
Number of
Institutional Buyers
(last 12 months)
1095
Total
Institutional Inflows
(last 12 months)
$5.21B
Number of
Institutional Sellers
(last 12 months)
863
Total
Institutional Outflows
(last 12 months)
$3.07B
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SO Institutional Buying and Selling by Quarter

Southern Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024 Bard Financial Services Inc.12,520$1.13M0.1%-24.5%0.001%
11/19/2024 McIlrath & Eck LLC1,105$100K0.0%-23.4%0.000%
11/19/2024 Citizens Business Bank6,099$550K0.1%-2.5%0.001%
11/19/2024 M&T Bank Corp162,983$14.70M0.0%+1.3%0.015%
11/19/2024 Second Line Capital LLC10,625$958K0.3%-4.9%0.001%
11/19/2024 TCW Group Inc.14,928$1.35M0.0%-2.3%0.001%
11/18/2024 Soltis Investment Advisors LLC3,023$273K0.0%+16.6%0.000%
11/18/2024 Rehmann Capital Advisory Group9,035$815K0.1%+2.1%0.001%
11/18/2024 TD Private Client Wealth LLC26,866$2.42M0.1%-31.9%0.002%
11/18/2024 Hobbs Group Advisors LLC1,678$151K0.1%+8.0%0.000%
11/18/2024 Virtue Capital Management LLC4,843$437K0.1%-17.5%0.000%
11/18/2024 Arete Wealth Advisors LLC18,209$1.64M0.1%+0.7%0.002%
11/18/2024 Teachers Retirement System of The State of Kentucky81,196$7.32M0.1%-5.7%0.007%
11/18/2024 Sunbelt Securities Inc.5,569$502K0.0%-4.0%0.001%
11/18/2024 Toronto Dominion Bank483,320$43.59M0.1%-5.1%0.044%
11/18/2024 Coldstream Capital Management Inc.73,598$6.63M0.1%+2.8%0.007%
11/18/2024 First Dallas Securities Inc.7,020$633K0.3%-18.1%0.001%
11/16/2024 Geode Capital Management LLC24,521,339$2.20B0.2%+4.6%2.238%
11/15/2024 Valued Retirements Inc.4,953$447K0.6%N/A0.000%
11/15/2024 Vestcor Inc131,374$11.85M0.4%-3.1%0.012%
11/15/2024 Resources Management Corp CT ADV11,570$1.04M0.1%-1.5%0.001%
11/15/2024 M&T Bank Corp162,983$14.70M0.0%+1.3%0.015%
11/15/2024 Executive Wealth Management LLC79,809$7.20M0.6%N/A0.007%
11/15/2024 Adalta Capital Management LLC29,344$2.65M1.4%+5.1%0.003%
11/15/2024 Duff & Phelps Investment Management Co.1,600,718$144.35M1.7%-13.7%0.146%
11/15/2024 Abel Hall LLC6,830$616K0.4%+1.8%0.001%
11/15/2024 Gordian Capital Singapore Pte Ltd7,950$717K0.3%+89.7%0.001%
11/15/2024 Geller Advisors LLC3,791$342K0.0%+4.7%0.000%
11/15/2024 Public Employees Retirement System of Ohio495,360$44.67M0.2%-1.0%0.045%
11/15/2024 Cape Cod Five Cents Savings Bank4,612$416K0.0%-7.2%0.000%
11/15/2024 Nomura Asset Management Co. Ltd.548,364$49.45M0.2%+64.5%0.050%
11/15/2024 Y Intercept Hong Kong Ltd7,848$708K0.0%+196.2%0.001%
11/15/2024 MML Investors Services LLC341,847$30.83M0.1%+6.7%0.031%
11/15/2024 Hodges Capital Management Inc.4,200$379K0.0%-89.5%0.000%
11/15/2024 First National Bank of Omaha39,811$3.59M0.2%N/A0.004%
11/15/2024 Orion Portfolio Solutions LLC258,972$23.35M0.5%-6.8%0.024%
11/15/2024 Zacks Investment Management1,427,004$128.69M1.1%+11.0%0.130%
11/15/2024 Glen Eagle Advisors LLC7,132$643K0.1%+20.2%0.001%
11/15/2024 iA Global Asset Management Inc.324,045$29.22M0.5%+5.6%0.030%
11/15/2024 EP Wealth Advisors LLC354,881$32.00M0.3%+0.7%0.032%
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11/15/2024 United Services Automobile Association25,835$2.33M0.1%-15.6%0.002%
11/15/2024 Insigneo Advisory Services LLC6,260$565K0.1%-76.1%0.001%
11/15/2024 Kovitz Investment Group Partners LLC95,405$8.60M0.1%+1,019.0%0.009%
11/15/2024 Worldquant Millennium Advisors LLC35,205$3.18M0.0%N/A0.003%
11/15/2024 Temasek Holdings Private Ltd36,336$3.28M0.0%N/A0.003%
11/15/2024 Texas Capital Bank Wealth Management Services Inc2,575$232K0.0%N/A0.000%
11/15/2024 Stevens Capital Management LP2,478$223K0.0%N/A0.000%
11/15/2024 Stifel Financial Corp963,266$86.87M0.1%-7.9%0.088%
11/15/2024 Safe Harbor Fiduciary LLC541$49K0.0%N/A0.000%
11/15/2024 SageView Advisory Group LLC2,788$251K0.0%-63.3%0.000%
11/15/2024 Quantinno Capital Management LP75,083$6.77M0.1%+15.5%0.007%
11/15/2024 Quarry LP539$49K0.0%N/A0.000%
11/15/2024 Royal London Asset Management Ltd.78,028$7.04M0.0%+19.1%0.007%
11/15/2024 Red Wave Investments LLC5,968$538K0.2%+2.5%0.001%
11/15/2024 Rench Wealth Management Inc.44,390$4.00M1.4%+0.7%0.004%
11/15/2024 IHT Wealth Management LLC28,039$2.53M0.1%+7.0%0.003%
11/15/2024 Integrated Wealth Concepts LLC63,708$5.75M0.1%-3.2%0.006%
11/15/2024 Investment Management Corp of Ontario36,242$3.27M0.1%+48.9%0.003%
11/15/2024 Jacobs Levy Equity Management Inc.288,679$26.03M0.1%+94.4%0.026%
11/15/2024 Janus Henderson Group PLC121,333$10.94M0.0%+0.3%0.011%
11/15/2024 HighTower Advisors LLC1,039,294$93.78M0.1%+12.1%0.095%
11/15/2024 Hilltop Holdings Inc.20,555$1.85M0.1%+4.9%0.002%
11/15/2024 Centiva Capital LP2,577$232K0.0%N/A0.000%
11/15/2024 Chevy Chase Trust Holdings LLC591,522$53.34M0.2%-1.8%0.054%
11/15/2024 Ascent Group LLC3,607$325K0.0%+6.5%0.000%
11/15/2024 Benjamin Edwards Inc.152,675$13.77M0.2%+2,078.6%0.014%
11/15/2024 Alerus Financial NA119,026$10.73M0.8%-9.0%0.011%
11/15/2024 FSA Wealth Management LLC2,812$254K0.1%N/A0.000%
11/14/2024 Morton Community Bank45,250$4.08M1.1%-1.3%0.004%
11/14/2024 Cobblestone Capital Advisors LLC NY11,832$1.07M0.1%+1.5%0.001%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp182,455$16.45M0.1%-12.7%0.017%
11/14/2024 Widmann Financial Services Inc.12,003$1.08M0.8%-3.3%0.001%
11/14/2024 Edgestream Partners L.P.88,409$7.97M0.4%-33.0%0.008%
11/14/2024 Acropolis Investment Management LLC1,747$158K0.0%+25.1%0.000%
11/14/2024 L.M. Kohn & Company17,686$1.60M0.4%+9.1%0.002%
11/14/2024 BlueCrest Capital Management Ltd6,109$551K0.0%N/A0.001%
11/14/2024 Eventide Asset Management LLC261,941$23.62M0.4%-10.1%0.024%
11/14/2024 Captrust Financial Advisors286,666$25.85M0.1%+1.4%0.026%
11/14/2024 Rockefeller Capital Management L.P.170,000$15.30M0.0%+0.6%0.016%
11/14/2024 CWS Financial Advisors LLC11,866$1.07M0.4%+7.9%0.001%
11/14/2024 Hantz Financial Services Inc.97,877$8.83M0.2%-3.1%0.009%
11/14/2024 Vinva Investment Management Ltd11,975$1.08M0.0%-35.6%0.001%
11/14/2024 Financial Counselors Inc.244,531$22.05M0.3%+0.6%0.022%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,229,116$381.38M0.1%-11.1%0.386%
11/14/2024 Noesis Capital Mangement Corp2,320$209K0.0%N/A0.000%
11/14/2024 Public Sector Pension Investment Board190,678$17.20M0.1%+2.8%0.017%
11/14/2024 Fiduciary Trust Co7,568$682K0.0%+4.0%0.001%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 213,985$19.30M0.1%+4.7%0.020%
11/14/2024 Providence Capital Advisors LLC40,953$3.69M0.7%+1.0%0.004%
11/14/2024 MetLife Investment Management LLC284,351$25.64M0.1%-2.5%0.026%
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11/14/2024 CreativeOne Wealth LLC31,832$2.87M0.1%+44.8%0.003%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund200,000$18.04M0.0%-35.5%0.018%
11/13/2024 Glenmede Trust Co. NA71,632$6.46M0.0%-5.8%0.007%
11/13/2024 Freedom Investment Management Inc.10,538$950K0.1%-9.0%0.001%
11/13/2024 RS Crum Inc.11,771$1.06M0.2%-3.3%0.001%
11/13/2024 Townsquare Capital LLC26,530$2.39M0.0%+40.8%0.002%
11/13/2024 Baldwin Investment Management LLC12,069$1.09M0.1%-3.2%0.001%
11/13/2024 Cadence Bank15,595$1.41M0.1%+2.8%0.001%
11/13/2024 All Terrain Financial Advisors LLC48,494$4.37M1.6%-2.0%0.004%
11/13/2024 Principal Street Partners LLC3,424$290K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SO shares?

During the previous two years, 1,957 institutional investors and hedge funds held shares of Southern. The most heavily invested institutionals were Aspire Private Capital LLC ($45.59B), Vanguard Group Inc. ($7.18B), BlackRock Inc. ($5.49B), State Street Corp ($4.40B), FMR LLC ($2.52B), Massachusetts Financial Services Co. MA ($2.27B), and Geode Capital Management LLC ($2.20B).Learn more on SO's institutional investors.

What percentage of Southern stock is owned by institutional investors?

64.10% of Southern stock is owned by institutional investors. Learn more on SO's institutional investor holdings.

Which institutional investors have been buying Southern stock?

Of the 1,650 institutional investors that purchased Southern stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($18.84M), Mizuho Securities USA LLC ($14.56M), Norges Bank ($9.00M), Ameriprise Financial Inc. ($5.47M), Wellington Management Group LLP ($5.00M), Mitsubishi UFJ Trust & Banking Corp ($4.85M), and FMR LLC ($4.75M).

How much institutional buying is happening at Southern?

Institutional investors have bought a total of 135,672,741 shares in the last 24 months. This purchase volume represents approximately $9.95B in transactions.

Which Southern major shareholders have been selling company stock?

Of the 1,228 institutional investors that sold Southern stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($13.21M), Capital Research Global Investors ($8.04M), Wellington Management Group LLP ($5.25M), BlackRock Inc. ($2.85M), Massachusetts Financial Services Co. MA ($2.75M), Caisse DE Depot ET Placement DU Quebec ($1.73M), and Aptus Capital Advisors LLC ($1.70M).

How much institutional selling is happening at Southern?

Institutional investors have sold a total of 73,721,758 shares in the last 24 months. This volume of shares sold represents approximately $5.23B in transactions.


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This page (NYSE:SO) was last updated on 11/21/2024 by MarketBeat.com Staff
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