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Southern (SO) Institutional Ownership

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$91.06 -0.40 (-0.44%)
Closing price 03:59 PM Eastern
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$90.81 -0.25 (-0.27%)
As of 07:54 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)
1357
Total
Institutional Inflows
(last 12 months)
$6.48B
Number of
Institutional Sellers
(last 12 months)
941
Total
Institutional Outflows
(last 12 months)
$4.79B
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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
5/2/2025Patton Albertson Miller Group LLC10,703$984K0.1%-16.6%0.001%
5/2/2025Armor Investment Advisors LLC21,571$1.98M0.8%-1.0%0.002%
5/2/2025Retirement Planning Co of New England Inc.20,238$1.86M0.5%+43.1%0.002%
5/2/2025Hardy Reed LLC2,212$203K0.0%N/A0.000%
5/2/2025Richard C. Young & CO. LTD.223,050$20.51M2.2%+0.4%0.020%
5/2/2025Forte Capital LLC ADV34,412$3.16M0.4%-3.2%0.003%
5/2/2025Commerzbank Aktiengesellschaft FI10,794$993K0.0%+14.5%0.001%
5/2/2025Asset Advisors Investment Management LLC17,048$1.57M0.2%+6.5%0.002%
5/2/2025Kingsview Wealth Management LLC36,093$3.32M0.1%+5.0%0.003%
5/2/2025Frederick Financial Consultants LLC2,329$214K0.2%N/A0.000%
5/2/2025Tributary Capital Management LLC5,415$498K0.0%-3.3%0.000%
5/2/2025Woodward Diversified Capital LLC5,532$509K0.4%+7.6%0.001%
5/2/2025Concord Wealth Partners42,832$3.94M0.6%+6.7%0.004%
5/2/2025Graypoint LLC9,272$853K0.1%+73.2%0.001%
5/2/2025Verdence Capital Advisors LLC24,119$2.22M0.2%-3.6%0.002%
5/2/2025Lineweaver Wealth Advisors LLC18,305$1.68M0.3%+13.0%0.002%
5/2/2025Allen Capital Group LLC29,280$2.69M0.3%+38.9%0.003%
5/2/2025Welch & Forbes LLC6,349$584K0.0%-6.3%0.001%
5/2/2025Altman Advisors Inc.2,200$202K0.1%N/A0.000%
5/2/2025DDD Partners LLC251,582$23.13M2.8%-3.2%0.023%
5/2/2025BIP Wealth LLC11,950$1.10M0.1%+2.0%0.001%
5/2/2025Bryn Mawr Capital Management LLC9,540$877K0.1%-1.8%0.001%
5/2/2025Bridgewater Advisors Inc.5,006$458K0.0%N/A0.000%
5/2/2025Parthenon LLC2,307$212K0.0%N/A0.000%
5/2/2025Concord Asset Management LLC VA39,181$3.57M0.8%+6.8%0.004%
5/2/2025Larson Financial Group LLC11,425$1.05M0.0%+12.1%0.001%
5/2/2025Sage Mountain Advisors LLC9,139$840K0.1%+148.1%0.001%
5/2/2025Wealthfront Advisers LLC158,505$14.58M0.0%+18.7%0.014%
5/2/2025First Business Financial Services Inc.7,050$648K0.1%-5.9%0.001%
5/2/2025Mosaic Family Wealth Partners LLC6,540$601K0.1%+2.1%0.001%
5/2/2025Patrick Mauro Investment Advisor INC.41,179$3.79M2.1%-6.7%0.004%
5/2/2025West Family Investments Inc.10,253$943K0.4%+8.7%0.001%
5/2/2025Whittier Trust Co. of Nevada Inc.2,634$242K0.0%+5.2%0.000%
5/2/2025Sage Private Wealth Group LLC2,305$212K0.2%N/A0.000%
5/2/2025First Command Advisory Services Inc.7,378$678K0.0%-18.1%0.001%
5/2/2025Blake Schutter Theil Wealth Advisors LLC4,558$419K0.5%-2.6%0.000%
5/2/2025Prevail Innovative Wealth Advisors LLC2,405$221K0.1%N/A0.000%
5/2/2025Hager Investment Management Services LLC2,089$192K0.1%-7.5%0.000%
5/2/2025Firestone Capital Management4,612$424K0.1%+7.8%0.000%
5/2/2025Leo Wealth LLC26,442$2.43M0.3%-8.7%0.002%
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5/2/2025Massachusetts Financial Services Co. MA21,178,566$1.95B0.6%-3.4%1.925%
5/2/2025Dakota Wealth Management140,381$12.91M0.3%-16.8%0.013%
5/2/2025Asahi Life Asset Management CO. LTD.5,590$514K0.3%N/A0.001%
5/2/2025SBI Securities Co. Ltd.19,159$1.76M0.1%+1.0%0.002%
5/2/2025Lokken Investment Group LLC4,961$456K0.2%+4.6%0.000%
5/2/2025Apollon Financial LLC45,312$4.17M1.0%-1.1%0.004%
5/2/2025Apollon Wealth Management LLC73,379$6.75M0.1%+0.7%0.007%
5/2/2025Sigma Planning Corp52,778$4.85M0.2%-5.8%0.005%
5/2/2025Signaturefd LLC50,501$4.64M0.1%+3.6%0.005%
5/2/2025Leelyn Smith LLC30,896$2.84M0.5%-2.5%0.003%
5/1/2025 Cutter & CO Brokerage Inc.3,959$364K0.1%-8.1%0.000%
5/1/2025 Aurora Investment Counsel27,504$2.53M1.4%N/A0.002%
5/1/2025 Bleakley Financial Group LLC29,249$2.69M0.1%-61.2%0.003%
5/1/2025 Securian Asset Management Inc.57,968$5.33M0.2%-1.6%0.005%
5/1/2025 Cahaba Wealth Management Inc.319,826$29.41M2.4%+14.9%0.029%
5/1/2025 Smith Thornton Advisors LLC17,892$1.65M1.0%+0.7%0.002%
5/1/2025 CWM LLC93,165$8.57M0.0%-49.8%0.008%
5/1/2025 Greatmark Investment Partners Inc.49,785$4.58M0.6%-0.9%0.005%
5/1/2025 TFR Capital LLC.6,660$612K0.3%N/A0.001%
5/1/2025 Hughes Financial Services LLC1,140$105K0.0%N/A0.000%
5/1/2025 Rainey & Randall Wealth Advisors Inc.4,491$413K0.1%N/A0.000%
5/1/2025 TruNorth Capital Management LLC934$86K0.0%+71.4%0.000%
5/1/2025 Q3 Asset Management2,586$237K0.2%N/A0.000%
5/1/2025 Stephens Inc. AR116,847$10.74M0.2%-17.0%0.011%
5/1/2025 Schechter Investment Advisors LLC19,305$1.78M0.1%-12.0%0.002%
5/1/2025 New York State Common Retirement Fund1,140,278$104.85M0.2%-3.9%0.104%
5/1/2025 Mutual of America Capital Management LLC127,399$11.71M0.1%-2.9%0.012%
5/1/2025 FDx Advisors Inc.2,891$266K0.1%-13.5%0.000%
5/1/2025 Platform Technology Partners3,872$356K0.1%+3.9%0.000%
5/1/2025 Arizona State Retirement System321,553$29.57M0.2%+1.8%0.029%
5/1/2025 Realta Investment Advisors2,179$200K0.1%N/A0.000%
5/1/2025 FUKOKU MUTUAL LIFE INSURANCE Co231,682$21.30M1.6%-0.3%0.021%
5/1/2025 Nikulski Financial Inc.4,737$436K0.1%+17.7%0.000%
5/1/2025 Kathmere Capital Management LLC2,218$204K0.0%N/A0.000%
5/1/2025 Ballentine Partners LLC6,884$633K0.0%+20.0%0.001%
5/1/2025 SkyOak Wealth LLC3,265$300K0.1%N/A0.000%
5/1/2025 American Financial Advisors LLC4,021$370K0.1%-13.0%0.000%
5/1/2025 Callahan Advisors LLC2,700$248K0.0%+4.9%0.000%
5/1/2025 Park Square Financial Group LLC8,141$749K0.6%-2.2%0.001%
5/1/2025 Cromwell Holdings LLC3,459$318K0.2%+10.9%0.000%
5/1/2025 Gateway Wealth Partners LLC4,429$407K0.1%N/A0.000%
5/1/2025 Xponance Inc.156,983$14.44M0.1%+1.6%0.014%
5/1/2025 Fonville Wealth Management LLC4,457$408K0.1%-2.6%0.000%
4/30/2025 State of Michigan Retirement System297,223$27.33M0.2%-0.1%0.027%
4/30/2025 MJP Associates Inc. ADV2,764$254K0.0%+6.1%0.000%
4/30/2025 Cerity Partners LLC228,602$21.02M0.0%+20.3%0.021%
4/30/2025 Arcus Capital Partners LLC5,993$551K0.2%+8.1%0.001%
4/30/2025 Code Waechter LLC3,173$292K0.2%N/A0.000%
4/30/2025 Telos Capital Management Inc.69,103$6.35M0.7%+1.5%0.006%
4/30/2025 Financial Gravity Asset Management Inc.1,207$111K0.0%N/A0.000%
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4/30/2025 Allworth Financial LP167,978$15.29M0.1%+10.3%0.015%
4/30/2025 Peoples Financial Services CORP.19,251$1.77M0.9%-1.5%0.002%
4/30/2025 CFO4Life Group LLC2,392$220K0.0%N/A0.000%
4/30/2025 MainStreet Investment Advisors LLC76,088$7.00M1.0%-3.7%0.007%
4/30/2025 Rogco LP10,794$993K0.4%-5.8%0.001%
4/30/2025 Alpine Woods Capital Investors LLC62,624$5.76M1.4%+27.3%0.006%
4/30/2025 Leavell Investment Management Inc.184,949$17.01M0.8%+1.3%0.017%
4/30/2025 Quotient Wealth Partners LLC3,678$338K0.0%+4.0%0.000%
4/30/2025 Nisa Investment Advisors LLC151,784$13.96M0.1%-2.7%0.014%
4/30/2025 Moloney Securities Asset Management LLC32,956$3.03M0.4%+345.5%0.003%
(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, 2,186 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 1,841 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 158,948,857 shares in the last 24 months. This purchase volume represents approximately $12.10B in transactions.

Which Southern major shareholders have been selling company stock?

Of the 1,359 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 ($6.73M), 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 105,818,791 shares in the last 24 months. This volume of shares sold represents approximately $7.99B in transactions.


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This page (NYSE:SO) was last updated on 5/2/2025 by MarketBeat.com Staff
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