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Southern (SO) Institutional Ownership

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$87.76 -1.12 (-1.26%)
As of 02:22 PM 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)
1289
Total
Institutional Inflows
(last 12 months)
$6.27B
Number of
Institutional Sellers
(last 12 months)
907
Total
Institutional Outflows
(last 12 months)
$4.68B
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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
3/24/2025Mascagni Wealth Management Inc.1,776$146K0.1%N/A0.000%
3/18/2025111 Capital7,387$608K0.1%N/A0.001%
3/17/2025 NorthCrest Asset Manangement LLC6,748$555K0.0%+10.3%0.001%
3/17/2025Members Wealth LLC4,454$387K0.3%N/A0.000%
3/12/2025 Northstar Financial Companies Inc.6,851$564K0.5%N/A0.001%
3/12/2025 Centaurus Financial Inc.27,491$2.26M0.1%-1.9%0.003%
3/10/2025 Old North State Trust LLC24,984$2.06M1.3%+12.0%0.002%
3/6/2025 Copia Wealth Management550$45K0.0%N/A0.000%
3/6/2025 Elite Financial Inc.4,538$373K0.2%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC2,996$246K0.1%N/A0.000%
3/4/2025 Birmingham Capital Management Co. Inc. AL48,775$4.02M1.5%-3.7%0.004%
3/4/2025 Dogwood Wealth Management LLC7,545$621K0.3%+40.0%0.001%
3/4/2025 Siemens Fonds Invest GmbH8,523$702K0.0%-3.1%0.001%
2/28/2025 Park Square Financial Group LLC8,322$685K0.5%N/A0.001%
2/28/2025 Employees Retirement System of Texas109,404$9.01M0.1%-9.9%0.010%
2/27/2025 REAP Financial Group LLC626$52K0.0%+56.5%0.000%
2/27/2025Jefferies Financial Group Inc.10,544$868K0.0%-82.9%0.001%
2/27/2025 Pinnacle Wealth Planning Services Inc.5,867$483K0.1%-26.1%0.001%
2/26/2025 Virtue Capital Management LLC4,663$384K0.1%-3.7%0.000%
2/26/2025 Sculati Wealth Management LLC14,910$1.23M0.5%-5.7%0.001%
2/25/2025 Leigh Baldwin & CO. LLC3,169$261K0.1%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.74,315$6.12M0.2%-4.8%0.007%
2/25/2025 Armis Advisers LLC2,923$241K0.0%N/A0.000%
2/25/2025 Integrated Advisors Network LLC12,406$1.02M0.0%-2.9%0.001%
2/25/2025 Garde Capital Inc.4,174$344K0.0%N/A0.000%
2/24/2025 Pullen Investment Management LLC29,662$2.44M1.6%-1.0%0.003%
2/24/2025 Wilkins Miller Wealth Management LLC7,369$607K0.6%N/A0.001%
2/24/2025 Hall Capital Management Co. Inc.3,497$288K0.1%N/A0.000%
2/24/2025 Great Valley Advisor Group Inc.66,948$5.51M0.1%+5.4%0.006%
2/24/2025 Ameriflex Group Inc.980$82K0.0%N/A0.000%
2/24/2025 United Advisor Group LLC5,688$468K0.1%+62.9%0.001%
2/21/2025 Ascent Group LLC4,083$336K0.0%+13.2%0.000%
2/21/2025 Aberdeen Wealth Management LLC9,167$755K0.5%-7.8%0.001%
2/21/2025 Aurdan Capital Management LLC3,139$258K0.1%N/A0.000%
2/21/2025 Vermillion Wealth Management Inc.2,979$245K0.1%N/A0.000%
2/21/2025 AlphaCore Capital LLC5,895$485K0.1%+6.7%0.001%
2/20/2025 Mackenzie Financial Corp730,489$60.13M0.1%-0.2%0.067%
2/20/2025 Forum Financial Management LP5,108$420K0.0%-6.9%0.000%
2/20/2025 Griffith & Werner Inc.55,463$4.57M3.0%N/A0.005%
2/19/2025 GF Fund Management CO. LTD.79,471$6.54M0.1%N/A0.007%
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2/19/2025 WCG Wealth Advisors LLC10,002$823K0.1%N/A0.001%
2/19/2025 Public Employees Retirement System of Ohio471,753$38.84M0.1%-4.8%0.043%
2/18/2025 Neo Ivy Capital Management45,360$3.73M0.8%N/A0.004%
2/18/2025 Western Wealth Management LLC7,647$629K0.2%-63.9%0.001%
2/18/2025 GTS Securities LLC9,670$796K0.0%-78.6%0.001%
2/18/2025 Vise Technologies Inc.17,810$1.47M0.1%+139.0%0.002%
2/18/2025 Blue Fin Capital Inc.11,685$962K0.2%+1.6%0.001%
2/18/2025 Gordian Capital Singapore Pte Ltd19,000$1.56M0.8%+139.0%0.002%
2/18/2025 JT Stratford LLC8,984$740K0.1%-1.9%0.001%
2/18/2025 Cornerstone Advisory LLC5,583$478K0.1%+3.3%0.001%
2/18/2025 Patrick Mauro Investment Advisor INC.44,136$3.63M2.1%+10.6%0.004%
2/18/2025 Adalta Capital Management LLC32,794$2.70M1.4%+11.8%0.003%
2/18/2025 McIlrath & Eck LLC375$31K0.0%-66.1%0.000%
2/18/2025 Novak & Powell Financial Services Inc.6,198$510K0.3%-16.6%0.001%
2/18/2025 Arrowpoint Investment Partners Singapore Pte. Ltd.2,700$222K0.0%N/A0.000%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp209,608$17.26M0.1%+14.9%0.019%
2/18/2025 Elequin Capital LP498$41K0.0%+60.6%0.000%
2/18/2025 Focus Partners Advisor Solutions LLC30,541$2.51M0.0%+27.0%0.003%
2/18/2025 Continuum Advisory LLC1,780$147K0.0%-11.7%0.000%
2/18/2025 PharVision Advisers LLC2,466$203K0.2%N/A0.000%
2/18/2025 Glen Eagle Advisors LLC14,488$1.19M0.2%+103.1%0.001%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC5,208,872$428.79M0.1%+23.2%0.475%
2/17/2025 USS Investment Management Ltd175,403$14.44M0.1%-6.9%0.016%
2/17/2025 Voloridge Investment Management LLC109,417$9.01M0.0%N/A0.010%
2/17/2025 Waverly Advisors LLC219,362$18.06M0.3%+31.5%0.020%
2/17/2025 Williams Jones Wealth Management LLC.3,453$284K0.0%+22.1%0.000%
2/17/2025 Willis Johnson & Associates Inc.3,329$274K0.0%-19.4%0.000%
2/17/2025 Woodline Partners LP65,800$5.42M0.0%N/A0.006%
2/17/2025 iSAM Funds UK Ltd7,253$597K0.4%N/A0.001%
2/17/2025 Vident Advisory LLC62,130$5.12M0.1%+118.0%0.006%
2/17/2025 Visionary Wealth Advisors98,732$8.13M0.5%+0.4%0.009%
2/17/2025 Westwood Holdings Group Inc.896,323$73.79M0.6%+1,747.3%0.082%
2/17/2025 Twinbeech Capital LP3,171$261K0.0%-82.3%0.000%
2/17/2025 Trustco Bank Corp N Y10,457$861K0.9%-7.1%0.001%
2/17/2025 Two Sigma Investments LP15,600$1.28M0.0%N/A0.001%
2/17/2025 Two Sigma Advisers LP37,400$3.08M0.0%N/A0.003%
2/17/2025 Temasek Holdings Private Ltd8,960$738K0.0%-75.3%0.001%
2/17/2025 Tidal Investments LLC20,607$1.70M0.0%-13.5%0.002%
2/17/2025 Texas Bank & Trust Co10,788$888K0.4%N/A0.001%
2/17/2025 Strategic Wealth Partners Ltd.12,419$1.08M0.1%+23.3%0.001%
2/17/2025 Toronto Dominion Bank389,888$32.10M0.1%-19.3%0.036%
2/17/2025 Safe Harbor Fiduciary LLC370$30K0.0%-31.6%0.000%
2/17/2025 Sagefield Capital LP132,820$10.93M1.2%+13.2%0.012%
2/17/2025 Second Line Capital LLC11,973$986K0.3%+12.7%0.001%
2/17/2025 Snowden Capital Advisors LLC15,652$1.29M0.0%-38.5%0.001%
2/17/2025 Siemens Fonds Invest GmbH8,523$702K0.0%-3.1%0.001%
2/17/2025 Shell Asset Management Co.8,366$689K0.0%+52.1%0.001%
2/17/2025 Sherbrooke Park Advisers LLC15,398$1.27M0.4%+158.2%0.001%
2/17/2025 Silvercrest Asset Management Group LLC14,741$1.21M0.0%-2.3%0.001%
2/17/2025 Rafferty Asset Management LLC123,011$10.13M0.0%-2.4%0.011%
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2/17/2025 Raiffeisen Bank International AG2,081$171K0.0%N/A0.000%
2/17/2025 Resolution Capital Ltd58,652$4.83M0.1%+17.0%0.005%
2/17/2025 ProShare Advisors LLC190,418$15.68M0.0%+19.0%0.017%
2/17/2025 Quantinno Capital Management LP94,493$7.78M0.1%+25.9%0.009%
2/17/2025 Pathstone Holdings LLC131,677$10.84M0.0%+1.9%0.012%
2/17/2025 Mufg Securities Americas Inc.16,174$1.33M0.2%N/A0.001%
2/17/2025 MainStreet Investment Advisors LLC79,044$6.51M0.9%-1.5%0.007%
2/17/2025 Nissay Asset Management Corp Japan ADV133,854$11.13M0.1%+0.6%0.012%
2/17/2025 NorthRock Partners LLC18,417$1.52M0.0%+125.3%0.002%
2/17/2025 Nuveen Asset Management LLC5,489,536$451.90M0.1%-11.4%0.501%
(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, 2,145 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 1,805 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 156,918,619 shares in the last 24 months. This purchase volume represents approximately $11.85B in transactions.

Which Southern major shareholders have been selling company stock?

Of the 1,310 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 104,719,369 shares in the last 24 months. This volume of shares sold represents approximately $7.87B in transactions.


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This page (NYSE:SO) was last updated on 3/25/2025 by MarketBeat.com Staff
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