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Southern (SO) Institutional Ownership

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$92.50 -0.18 (-0.19%)
Closing price 07/15/2025 03:59 PM Eastern
Extended Trading
$91.93 -0.57 (-0.62%)
As of 07/15/2025 07:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Southern (NYSE:SO)

Current
Institutional Ownership
Percentage
64.10%
Number of
Institutional Buyers
(last 12 months)
1441
Total
Institutional Inflows
(last 12 months)
$7.09B
Number of
Institutional Sellers
(last 12 months)
1000
Total
Institutional Outflows
(last 12 months)
$6.38B
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SO Institutional Buying and Selling by Quarter

Southern Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/15/2025First City Capital Management Inc.20,332$1.87M1.1%+2.9%0.002%
7/15/2025Floyd Financial Group LLC2,567$235K0.2%+6.6%0.000%
7/15/2025Xcel Wealth Management LLC9,246$849K0.2%+4.9%0.001%
7/15/2025North Star Investment Management Corp.8,366$768K0.1%-5.9%0.001%
7/15/2025TD Private Client Wealth LLC21,736$2.00M0.0%-20.9%0.002%
7/15/2025Mather Group LLC.25,815$2.37M0.0%+13.7%0.002%
7/15/2025Shulman DeMeo Asset Management LLC8,552$785K0.2%-4.0%0.001%
7/15/2025Foster Victor Wealth Advisors LLC83,551$7.68M0.5%+3.8%0.008%
7/15/2025Public Employees Retirement System of Ohio451,487$41.46M0.1%-0.8%0.041%
7/15/2025Chronos Wealth Management LLC86,545$7.95M4.1%+0.9%0.008%
7/15/2025EWG Elevate Inc.5,316$488K0.2%+13.9%0.000%
7/15/2025Kentucky Trust Co50,698$4.66M2.7%-2.3%0.005%
7/15/2025Buttonwood Financial Advisors Inc.2,600$239K0.1%-10.5%0.000%
7/15/2025Sara Bay Financial4,025$370K0.1%N/A0.000%
7/15/2025Ballentine Partners LLC7,337$674K0.0%+6.6%0.001%
7/15/2025Cigna Investments Inc. New10,748$987K0.2%-2.7%0.001%
7/15/2025BCS Wealth Management4,572$420K0.1%N/A0.000%
7/15/2025Norden Group LLC8,956$822K0.1%+14.6%0.001%
7/15/2025Accurate Wealth Management LLC19,186$1.79M0.3%+2.1%0.002%
7/15/2025CCM Investment Advisers LLC145,040$13.32M1.4%+1.4%0.013%
7/15/2025Waycross Partners LLC158,554$14.56M1.4%N/A0.014%
7/15/2025AM Investment Strategies LLC98,838$9.08M2.1%+1.1%0.009%
7/15/2025Forte Capital LLC ADV34,221$3.14M0.3%-0.6%0.003%
7/15/2025LVZ Inc.19,122$1.76M0.2%+2.0%0.002%
7/15/2025MCF Advisors LLC2,414$222K0.0%+30.2%0.000%
7/15/2025Town & Country Bank & Trust CO dba First Bankers Trust CO5,902$542K0.2%+5.2%0.001%
7/15/2025Fortitude Family Office LLC1,858$171K0.1%+63.0%0.000%
7/15/2025GSB Wealth Management LLC10,949$1.01M0.2%-6.0%0.001%
7/14/2025 CHICAGO TRUST Co NA10,729$985K0.1%+11.1%0.001%
7/14/2025 Opal Wealth Advisors LLC675$62K0.0%+24.5%0.000%
7/14/2025 Farmers Trust Co.66,560$6.11M1.1%+35.1%0.006%
7/14/2025 AdvisorNet Financial Inc10,389$954K0.1%+9.1%0.001%
7/14/2025 CRA Financial Services LLC2,797$257K0.0%-6.7%0.000%
7/14/2025 Financial Enhancement Group LLC6,927$642K0.1%-5.1%0.001%
7/14/2025 Mechanics Bank Trust Department25,685$2.36M0.3%-3.9%0.002%
7/14/2025 Acropolis Investment Management LLC2,471$227K0.0%+39.7%0.000%
7/14/2025 LaFleur & Godfrey LLC9,532$875K0.1%-13.9%0.001%
7/14/2025 Financial Harvest LLC3,363$309K0.2%N/A0.000%
7/14/2025 McGlone Suttner Wealth Management Inc.9,798$900K0.1%+14.4%0.001%
7/14/2025 GAMMA Investing LLC25,479$2.34M0.1%+19.9%0.002%
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7/14/2025 S.A. Mason LLC1,708$157K0.1%+7.6%0.000%
7/14/2025 Strategic Planning Group LLC48,484$4.45M0.7%N/A0.004%
7/14/2025 Iams Wealth Management LLC2,201$202K0.1%N/A0.000%
7/14/2025 U.S. Capital Wealth Advisors LLC33,411$3.07M0.1%+2.5%0.003%
7/14/2025 Farmers & Merchants Investments Inc.13,486$1.24M0.0%-4.0%0.001%
7/14/2025 Toth Financial Advisory Corp1,381$127K0.0%-12.4%0.000%
7/14/2025 Park Avenue Securities LLC44,632$4.10M0.0%N/A0.004%
7/11/2025 Annex Advisory Services LLC48,378$4.44M0.1%-20.1%0.004%
7/11/2025 Baugh & Associates LLC58,803$5.01M2.6%-4.4%0.005%
7/11/2025 First PREMIER Bank83,083$7.63M1.8%-1.5%0.008%
7/11/2025 Grant Private Wealth Management Inc60,811$5.58M3.2%N/A0.006%
7/11/2025 Farther Finance Advisors LLC43,859$4.03M0.1%+8.1%0.004%
7/11/2025 Busey Bank12,474$1.15M0.0%+5.6%0.001%
7/11/2025 Silver Oak Securities Incorporated15,763$1.45M0.1%+1.8%0.001%
7/11/2025 CX Institutional8,377$769K0.0%+3.3%0.001%
7/11/2025 UMB Bank n.a.62,990$5.78M0.1%-1.6%0.006%
7/11/2025 Adirondack Trust Co.14,156$1.30M0.5%-6.6%0.001%
7/11/2025 Pinnacle Bancorp Inc.3,771$346K0.1%-6.5%0.000%
7/11/2025 Bridge Creek Capital Management LLC58,956$5.41M1.6%+0.7%0.005%
7/11/2025 Lantz Financial LLC33,726$3.10M0.8%-2.2%0.003%
7/11/2025 AA Financial Advisors LLC3,772$346K0.1%+50.8%0.000%
7/11/2025 Thomasville National Bank84,492$7.76M0.5%-1.5%0.008%
7/11/2025 LongView Wealth Management36,784$3.38M1.0%-5.5%0.003%
7/11/2025 Miller Howard Investments Inc. NY30,335$2.79M0.1%+5.6%0.003%
7/11/2025 SeaCrest Wealth Management LLC12,012$1.10M0.1%-29.1%0.001%
7/11/2025 Diversified Trust Co17,071$1.57M0.0%-35.5%0.002%
7/11/2025 Assenagon Asset Management S.A.1,200,624$110.25M0.2%+71.4%0.109%
7/11/2025 Bell Bank104,638$9.61M0.4%-16.3%0.010%
7/11/2025 TCV Trust & Wealth Management Inc.6,268$576K0.1%-2.4%0.001%
7/11/2025 IFM Investors Pty Ltd258,169$23.71M0.2%+7.0%0.023%
7/10/2025 Sky Investment Group LLC80,374$7.38M1.3%-2.4%0.007%
7/10/2025 Oliver Lagore Vanvalin Investment Group5,025$462K0.2%N/A0.000%
7/10/2025 Stolper Co24,471$2.25M0.7%-0.7%0.002%
7/10/2025 Western Pacific Wealth Management LP665$61K0.1%-25.1%0.000%
7/10/2025 Trust Point Inc.10,640$977K0.1%+14.8%0.001%
7/10/2025 Burns J W & Co. Inc. NY16,857$1.55M0.2%-2.2%0.002%
7/10/2025 YHB Investment Advisors Inc.9,468$869K0.1%+2.1%0.001%
7/10/2025 HF Advisory Group LLC29,473$2.71M1.1%+17.1%0.003%
7/10/2025 Rockland Trust Co.116,850$10.73M0.5%-1.8%0.011%
7/10/2025 ARS Wealth Advisors Group LLC100,186$9.20M1.1%+1.4%0.009%
7/10/2025 Ferguson Wellman Capital Management Inc.2,535$233K0.0%-47.6%0.000%
7/10/2025 Exchange Traded Concepts LLC302,992$27.82M0.3%+2.8%0.028%
7/10/2025 Marshall Financial Group LLC31,536$2.89M0.6%+2.8%0.003%
7/10/2025 Fulton Bank N.A.25,580$2.35M0.1%-13.7%0.002%
7/10/2025 NorthCrest Asset Manangement LLC9,099$833K0.0%+8.3%0.001%
7/10/2025 Strathmore Capital Advisors Inc.3,255$299K0.1%N/A0.000%
7/10/2025 Bath Savings Trust Co5,675$521K0.1%-20.9%0.001%
7/10/2025 High Net Worth Advisory Group LLC15,700$1.44M0.4%-1.2%0.001%
7/10/2025 Wedmont Private Capital19,086$1.76M0.1%+11.9%0.002%
7/10/2025 Tompkins Financial Corp555$51K0.0%-77.4%0.000%
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7/10/2025 Swedbank AB52,275$4.80M0.0%+19.5%0.005%
7/10/2025 Secure Asset Management LLC9,563$878K0.2%-2.1%0.001%
7/10/2025 Baader Bank Aktiengesellschaft4,384$400K0.0%+44.2%0.000%
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA25,863$2.38M0.7%+3.1%0.002%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd158,859$14.59M0.1%+2.6%0.014%
7/10/2025 Signal Advisors Wealth LLC7,992$734K0.1%+106.0%0.001%
7/10/2025 Focus Financial Network Inc.16,439$1.51M0.1%+3.3%0.001%
7/10/2025 Sovran Advisors LLC3,771$344K0.0%-9.3%0.000%
7/9/2025 Sawyer & Company Inc1,449$133K0.1%-21.2%0.000%
7/9/2025 Dynamic Advisor Solutions LLC92,413$8.49M0.3%+2.6%0.008%
(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, 2,232 institutional investors and hedge funds held shares of Southern. The most heavily invested institutionals were Vanguard Group Inc. ($9.58B), BlackRock Inc. ($5.49B), State Street Corp ($4.40B), FMR LLC ($2.52B), Capital International Investors ($2.24B), Geode Capital Management LLC ($2.06B), and Massachusetts Financial Services Co. MA ($1.95B).Learn more on Southern's institutional investors.

What percentage of Southern's stock is owned by institutional investors?

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

Which institutional investors have been buying Southern's stock?

Of the 1,873 institutional investors that purchased Southern's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($19.30M), Capital International Investors ($18.84M), Mizuho Securities USA LLC ($14.56M), Nuveen LLC ($5.55M), Raymond James Financial Inc. ($3.83M), Marshall Wace LLP ($3.31M), and Vanguard Group Inc. ($2.99M).

How much institutional buying is happening at Southern?

Institutional investors have bought a total of 81,930,305 shares in the last 24 months. This purchase volume represents approximately $7.09B in transactions.

Which of Southern's major shareholders have been selling company stock?

Of the 998 institutional investors that sold Southern's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GQG Partners LLC ($16.50M), Schroder Investment Management Group ($8.00M), Invesco Ltd. ($7.90M), Massachusetts Financial Services Co. MA ($5.14M), Price T Rowe Associates Inc. MD ($3.16M), Capital Research Global Investors ($2.31M), and Goldman Sachs Group Inc. ($1.97M).

How much institutional selling is happening at Southern?

Institutional investors have sold a total of 74,424,581 shares in the last 24 months. This volume of shares sold represents approximately $6.38B in transactions.



This page (NYSE:SO) was last updated on 7/16/2025 by MarketBeat.com Staff
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