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Southern (SO) Institutional Ownership

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$90.97 -0.19 (-0.21%)
Closing price 04/15/2025 03:59 PM Eastern
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$91.81 +0.84 (+0.93%)
As of 05:27 AM Eastern
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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)
1288
Total
Institutional Inflows
(last 12 months)
$6.40B
Number of
Institutional Sellers
(last 12 months)
913
Total
Institutional Outflows
(last 12 months)
$4.70B
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SO Institutional Buying and Selling by Quarter

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Southern Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Allen Mooney & Barnes Investment Advisors LLC25,646$2.36M0.4%-6.2%0.002%
4/16/2025Ferguson Wellman Capital Management Inc.4,835$445K0.0%+11.0%0.000%
4/16/2025Fortitude Family Office LLC1,140$105K0.0%-68.4%0.000%
4/15/2025apricus wealth LLC32,055$2.95M1.8%+3.9%0.003%
4/15/2025Braun Bostich & Associates Inc.2,310$212K0.2%N/A0.000%
4/15/2025First United Bank & Trust21,952$2.02M0.8%+3.3%0.002%
4/15/2025GPS Wealth Strategies Group LLC5,593$514K0.1%-6.4%0.001%
4/15/2025Fifth Third Bancorp108,360$9.96M0.0%+0.8%0.010%
4/15/2025Simon Quick Advisors LLC6,680$614K0.0%+30.8%0.001%
4/15/2025Axecap Investments LLC2,426$223K0.2%N/A0.000%
4/15/2025Capital Advisors Ltd. LLC1,850$170K0.0%+67.9%0.000%
4/15/2025Zhang Financial LLC3,195$294K0.0%-8.1%0.000%
4/15/2025Visionary Horizons LLC8,474$779K0.5%-14.5%0.001%
4/15/2025Alpha Omega Wealth Management LLC3,307$304K0.1%+6.4%0.000%
4/15/2025Investment Partners Asset Management Inc.10,137$932K0.7%-1.3%0.001%
4/15/2025McKinley Carter Wealth Services Inc.4,812$442K0.0%-12.7%0.000%
4/15/2025Trinity Financial Advisors LLC3,677$338K0.1%-9.3%0.000%
4/15/2025Laurel Wealth Advisors LLC48,060$4.42M0.7%-2.2%0.004%
4/15/2025Virginia Wealth Management Group Inc.54,812$5.04M3.1%-4.0%0.005%
4/15/2025Focus Financial Network Inc.15,917$1.46M0.1%-0.8%0.001%
4/15/2025Donaldson Capital Management LLC19,926$1.83M0.1%-2.7%0.002%
4/15/2025Northeast Investment Management2,247$207K0.0%N/A0.000%
4/15/2025CX Institutional8,109$746K0.0%+8.5%0.001%
4/15/2025Assenagon Asset Management S.A.700,628$64.42M0.1%+2,780.2%0.064%
4/15/2025Integrated Advisors Network LLC12,164$1.12M0.1%-2.0%0.001%
4/15/2025Franklin Street Advisors Inc. NC7,443$684K0.0%-9.1%0.001%
4/15/2025Oak Family Advisors LLC2,388$220K0.1%N/A0.000%
4/15/2025Moseley Investment Management Inc.5,437$500K0.2%-13.6%0.000%
4/15/2025Nepsis Inc.44,393$4.08M1.0%-7.7%0.004%
4/15/2025Sanibel Captiva Trust Company Inc.214,312$19.71M0.6%-4.2%0.020%
4/15/2025Parsons Capital Management Inc. RI19,824$1.82M0.1%-3.0%0.002%
4/15/2025Sonora Investment Management Group LLC7,640$702K0.1%+5.1%0.001%
4/15/2025MADDEN SECURITIES Corp6,750$621K0.2%-27.0%0.001%
4/15/2025Accurate Wealth Management LLC18,798$1.69M0.3%+6.4%0.002%
4/15/2025Simplicity Wealth LLC3,948$363K0.0%N/A0.000%
4/15/2025West Paces Advisors Inc.27,419$2.52M0.6%+426.1%0.002%
4/15/2025 GAMMA Investing LLC21,253$1.95M0.1%+23.2%0.002%
4/15/2025Wealthcare Advisory Partners LLC52,901$4.86M0.1%-1.8%0.005%
4/15/2025Requisite Capital Management LLC4,144$381K0.1%-19.2%0.000%
4/14/2025 Yousif Capital Management LLC159,457$14.66M0.2%-1.0%0.015%
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4/14/2025 Muirfield Wealth Advisors LLC2,320$213K0.2%N/A0.000%
4/14/2025 Midland Wealth Advisors LLC7,584$697K0.0%-10.4%0.001%
4/14/2025 Northstar Advisory Group LLC7,710$709K0.5%-6.0%0.001%
4/14/2025 Patrick M Sweeney & Associates Inc.2,293$211K0.2%N/A0.000%
4/14/2025 Farther Finance Advisors LLC40,591$3.73M0.1%+62.3%0.004%
4/14/2025 City Holding Co.71,836$6.61M0.9%+3.5%0.007%
4/14/2025 Daymark Wealth Partners LLC36,323$3.34M0.1%-2.6%0.003%
4/14/2025 CHICAGO TRUST Co NA9,654$888K0.2%+5.4%0.001%
4/14/2025 Moss Adams Wealth Advisors LLC5,324$490K0.1%+26.5%0.000%
4/14/2025 NewSquare Capital LLC1,832$168K0.0%+16.7%0.000%
4/14/2025 Courier Capital LLC31,340$2.88M0.2%+4.4%0.003%
4/14/2025 Wesbanco Bank Inc.51,403$4.73M0.2%-1.2%0.005%
4/14/2025 First Citizens Bank & Trust Co.58,492$5.38M0.1%+4.2%0.005%
4/14/2025 Abacus Planning Group Inc.2,498$230K0.0%N/A0.000%
4/14/2025 Capital Investment Advisors LLC592,879$54.52M1.1%+2.9%0.054%
4/14/2025 PFW Advisors LLC6,114$562K0.2%+1.9%0.001%
4/14/2025 Bangor Savings Bank20,428$1.88M0.2%-5.1%0.002%
4/14/2025 Wynn Capital LLC5,041$464K0.3%-3.0%0.000%
4/14/2025 Griffith & Werner Inc.59,013$5.43M3.4%+6.4%0.005%
4/14/2025 Bank of New Hampshire3,293$303K0.1%+11.0%0.000%
4/14/2025 Miracle Mile Advisors LLC15,928$1.47M0.0%+0.7%0.001%
4/14/2025 ARS Wealth Advisors Group LLC98,800$9.09M1.3%+2.3%0.009%
4/14/2025 Wedmont Private Capital17,055$1.53M0.1%+5.3%0.002%
4/14/2025 UMB Bank n.a.64,018$5.89M0.1%-0.5%0.006%
4/14/2025 Eagle Wealth Strategies LLC3,156$290K0.2%-7.0%0.000%
4/14/2025 Sivia Capital Partners LLC3,275$301K0.1%+4.6%0.000%
4/11/2025 First City Capital Management Inc.19,767$1.82M1.1%-13.2%0.002%
4/11/2025 Gleason Group Inc.16,981$1.56M0.3%+0.8%0.002%
4/11/2025 Princeton Global Asset Management LLC2,585$238K0.0%-18.2%0.000%
4/11/2025 Fiduciary Planning LLC2,453$226K0.1%N/A0.000%
4/11/2025 Congress Asset Management Co.6,858$631K0.0%-4.2%0.001%
4/11/2025 First National Corp MA ADV8,704$800K0.2%-1.5%0.001%
4/11/2025 Constitution Capital LLC13,020$1.20M0.7%+16.0%0.001%
4/11/2025 Sovereign Financial Group Inc.37,065$3.41M0.8%-5.9%0.003%
4/11/2025 SeaCrest Wealth Management LLC16,937$1.56M0.2%-0.9%0.002%
4/11/2025 Procyon Advisors LLC9,849$906K0.1%-7.4%0.001%
4/11/2025 Davis Capital Management9,316$857K0.7%-23.6%0.001%
4/11/2025 AGH Wealth Advisors LLC2,245$206K0.2%N/A0.000%
4/11/2025 KRS Capital Management LLC3,000$276K0.2%-4.2%0.000%
4/11/2025 Curat Global LLC534$49K0.1%N/A0.000%
4/11/2025 Foster Group Inc.2,565$236K0.0%N/A0.000%
4/11/2025 Vest Financial LLC26,838$2.47M0.0%+73.5%0.002%
4/11/2025 Annex Advisory Services LLC60,584$5.57M0.2%+1,629.0%0.006%
4/10/2025 Breakwater Capital Group8,955$823K0.1%+20.1%0.001%
4/10/2025 Retirement Planning Group LLC5,208$479K0.0%+4.6%0.000%
4/10/2025 Charles Schwab Trust Co3,609$332K0.0%-22.5%0.000%
4/10/2025 Thrive Wealth Management LLC6,134$564K0.1%-4.9%0.001%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,479$136K0.0%+14.4%0.000%
4/10/2025 ACT Advisors LLC.2,186$201K0.1%N/A0.000%
4/10/2025 Columbia Asset Management11,439$1.05M0.2%-47.7%0.001%
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4/10/2025 HF Advisory Group LLC25,170$2.31M1.0%+13.5%0.002%
4/10/2025 Secure Asset Management LLC9,766$898K0.2%-1.2%0.001%
4/10/2025 Chronos Wealth Management LLC85,740$7.88M4.2%+0.4%0.008%
4/10/2025 Benin Management CORP8,383$771K0.2%+3.2%0.001%
4/10/2025 Floyd Financial Group LLC2,407$221K0.2%N/A0.000%
4/10/2025 Accel Wealth Management2,307$212K0.1%N/A0.000%
4/10/2025 TrueWealth Advisors LLC41,682$3.83M1.3%+1.9%0.004%
4/10/2025 Apella Capital LLC11,052$970K0.0%+81.4%0.001%
4/10/2025 Hennion & Walsh Asset Management Inc.38,909$3.58M0.2%-28.2%0.004%
4/10/2025 Romano Brothers AND Company18,189$1.67M0.2%-2.7%0.002%
(Data available from 1/1/2016 forward)

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SO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SO shares?

During the previous two years, 2,146 institutional investors and hedge funds held shares of Southern. The most heavily invested institutionals were Aspire Private Capital LLC ($45.59B), Vanguard Group Inc. ($8.46B), BlackRock Inc. ($5.49B), State Street Corp ($4.40B), FMR LLC ($2.52B), Capital International Investors ($2.24B), and Geode Capital Management LLC ($2.06B).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 1,802 institutional investors that purchased Southern 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), Ameriprise Financial Inc. ($5.47M), Wellington Management Group LLP ($5.00M), Mitsubishi UFJ Trust & Banking Corp ($4.75M), and FMR LLC ($4.75M).

How much institutional buying is happening at Southern?

Institutional investors have bought a total of 159,311,232 shares in the last 24 months. This purchase volume represents approximately $12.09B in transactions.

Which Southern major shareholders have been selling company stock?

Of the 1,318 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 ($12.55M), Capital Research Global Investors ($10.35M), Schroder Investment Management Group ($8.01M), Invesco Ltd. ($7.57M), Massachusetts Financial Services Co. MA ($5.99M), Wellington Management Group LLP ($5.25M), and BlackRock Inc. ($2.85M).

How much institutional selling is happening at Southern?

Institutional investors have sold a total of 104,800,687 shares in the last 24 months. This volume of shares sold represents approximately $7.88B in transactions.


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This page (NYSE:SO) was last updated on 4/16/2025 by MarketBeat.com Staff
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