Free Trial
Invest Smarter with A.I. Powered Investing Tools and ResearchGet 30 Days Free

Southern (SO) Institutional Ownership

Southern logo
$94.59 +0.05 (+0.05%)
As of 09:34 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
64.10%
Number of
Institutional Buyers
(last 12 months)
1521
Total
Institutional Inflows
(last 12 months)
$9.42B
Number of
Institutional Sellers
(last 12 months)
1071
Total
Institutional Outflows
(last 12 months)
$6.61B
Get SO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Southern stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SO Institutional Buying and Selling by Quarter

Southern Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/3/2025 Summit Financial Wealth Advisors LLC5,333$506K0.1%+2.6%0.000%
10/3/2025 Aaron Wealth Advisors LLC10,476$993K0.1%+69.0%0.001%
10/3/2025 Shorepoint Capital Partners LLC49,905$4.73M0.9%N/A0.005%
10/2/2025 GAMMA Investing LLC27,946$2.65M0.1%+9.7%0.003%
10/2/2025 Trust Co of the South4,957$470K0.1%+11.8%0.000%
10/2/2025 Investors Research Corp7,230$685K0.1%+28.6%0.001%
10/2/2025 Capital Asset Advisory Services LLC4,264$404K0.0%-2.7%0.000%
10/2/2025 Global Wealth Strategies & Associates821$78K0.0%N/A0.000%
10/1/2025 Rowlandmiller & PARTNERS.ADV12,734$1.21M0.2%+1.4%0.001%
10/1/2025 First Financial Bank Trust Division3,033$287K0.0%+29.0%0.000%
10/1/2025 Farmers Trust Co.66,752$6.33M1.1%+0.3%0.006%
9/29/2025 Summit Financial Wealth Advisors LLC5,197$477K0.1%-2.8%0.000%
9/26/2025Corient Private Wealth LLC228,088$20.95M0.0%+14.5%0.021%
9/24/2025Texas Permanent School Fund Corp77,120$7.08M0.1%-41.3%0.007%
9/23/2025RS Crum Inc.11,386$1.05M0.3%-2.6%0.001%
9/22/2025Caldwell Trust Co24,055$2.21M0.2%N/A0.002%
9/12/2025Valeo Financial Advisors LLC20,004$1.84M0.0%+13.5%0.002%
9/4/2025SevenBridge Financial Group LLC8,784$825K0.1%-23.9%0.001%
9/4/2025V. M. Manning & CO. Inc.2,780$257K0.3%N/A0.000%
9/4/2025Osaic Holdings Inc.624,649$57.39M0.1%+25.2%0.057%
8/27/2025Orion Porfolio Solutions LLC291,381$26.76M0.2%+6.3%0.026%
8/26/2025Claris Financial LLC4,315$396K0.3%-5.4%0.000%
8/25/2025Silverlake Wealth Management LLC10,875$999K0.3%+4.9%0.001%
8/21/2025Pathway Financial Advisers LLC47,441$4.36M1.4%+1.2%0.004%
8/20/2025Kentucky Retirement Systems70,189$6.45M0.2%-6.2%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund29,789$2.74M0.2%-6.5%0.003%
8/20/2025North Dallas Bank & Trust Co.12,176$1.12M0.8%N/A0.001%
8/20/2025Coppell Advisory Solutions LLC4,736$431K0.1%+8.4%0.000%
8/19/2025B. Riley Wealth Advisors Inc.16,764$1.54M0.1%N/A0.002%
8/19/2025Cape Investment Advisory Inc.24,045$2.21M0.8%+2.4%0.002%
8/19/2025Advisory Services Network LLC123,591$11.68M0.2%+2.8%0.011%
8/19/2025Anchor Investment Management LLC75,684$6.95M0.6%+0.9%0.007%
8/19/2025Pitcairn Co.4,613$424K0.0%-68.6%0.000%
8/18/2025Old North State Trust LLC25,756$2.37M1.6%+3.1%0.002%
8/18/2025Geneos Wealth Management Inc.30,683$2.82M0.1%+47.5%0.003%
8/18/2025Westwood Holdings Group Inc.750,229$68.89M0.5%-13.7%0.068%
8/18/2025Kestra Investment Management LLC2,407$221K0.0%+1,046.2%0.000%
8/18/2025Second Line Capital LLC10,974$1.01M0.2%+1.0%0.001%
8/16/2025Public Sector Pension Investment Board226,162$20.77M0.1%-22.8%0.021%
8/16/2025Evergreen Capital Management LLC7,477$687K0.0%+8.7%0.001%
8/15/2025CANADA LIFE ASSURANCE Co592,538$54.47M0.1%+2.1%0.054%
8/15/202544 Wealth Management LLC2,879$264K0.1%+4.5%0.000%
8/15/2025Nikulski Financial Inc.5,078$466K0.1%+7.2%0.000%
8/15/2025Tower Research Capital LLC TRC 10,612$974K0.0%-87.9%0.001%
8/15/2025MUFG Securities EMEA plc3,248$298K0.0%N/A0.000%
8/15/2025Howland Capital Management LLC2,222$204K0.0%N/A0.000%
8/15/2025Brooks Moore & Associates Inc.19,123$1.81M1.0%+2.1%0.002%
8/15/2025Resources Management Corp CT ADV11,070$1.02M0.1%-1.3%0.001%
8/15/2025Corient Private Wealth LLC438,303$40.26M0.1%+120.0%0.040%
8/15/2025Equitable Holdings Inc.75,581$6.94M0.1%+4.4%0.007%
8/15/2025State of Tennessee Department of Treasury383,341$35.20M0.1%+3.0%0.035%
8/15/2025Hayek Kallen Investment Management29,849$2.74M0.9%-1.0%0.003%
8/15/2025Stonebridge Capital Advisors LLC3,575$328K0.0%+3.6%0.000%
8/15/2025Captrust Financial Advisors296,622$27.24M0.1%-0.1%0.027%
8/15/2025Keel Point LLC105,700$9.71M0.6%+3.8%0.010%
8/15/2025Alaethes Wealth LLC20,952$1.92M0.6%+831.2%0.002%
8/15/2025WFA of San Diego LLC7,860$722K0.5%N/A0.001%
8/15/2025Vident Advisory LLC75,445$6.93M0.1%+15.9%0.007%
8/15/2025Visionary Wealth Advisors98,495$9.05M0.5%+2.4%0.009%
8/15/2025Voleon Capital Management LP61,438$5.64M0.3%-33.1%0.006%
8/15/2025Tidal Investments LLC26,771$2.46M0.0%+33.0%0.002%
8/15/2025Smartleaf Asset Management LLC23,640$2.15M0.2%-8.1%0.002%
8/15/2025Snowden Capital Advisors LLC17,993$1.65M0.0%+10.2%0.002%
8/15/2025Sompo Asset Management Co. Ltd.2,490$229K0.0%-5.7%0.000%
8/15/2025Soroban Capital Partners LP4,097,422$376.27M3.7%+83.8%0.372%
8/15/2025Royal London Asset Management Ltd.133,597$12.27M0.0%-3.1%0.012%
8/15/2025Rafferty Asset Management LLC118,110$10.85M0.0%+19.8%0.011%
8/15/2025Resolution Capital Ltd61,987$5.69M0.1%+75.3%0.006%
8/15/2025Orion Porfolio Solutions LLC291,381$26.76M0.2%+6.3%0.026%
8/15/2025Paces Ferry Wealth Advisors LLC3,872$356K0.2%-2.7%0.000%
8/15/2025MML Investors Services LLC392,334$36.03M0.1%+1.8%0.036%
8/15/2025Monograph Wealth Advisors LLC5,088$467K0.1%N/A0.000%
8/15/2025Meiji Yasuda Asset Management Co Ltd.14,279$1.31M0.1%-46.8%0.001%
8/15/2025Modern Wealth Management LLC21,109$1.94M0.0%+185.5%0.002%
8/15/2025ICONIQ Capital LLC5,872$539K0.0%+50.8%0.001%
8/15/2025IHT Wealth Management LLC25,394$2.33M0.1%-3.0%0.002%
8/15/2025Fullerton Fund Management Co Ltd.7,849$721K0.0%-45.6%0.001%
8/15/2025Great Valley Advisor Group Inc.27,452$2.52M0.1%-11.1%0.002%
8/15/2025EP Wealth Advisors LLC362,559$33.29M0.2%+4.5%0.033%
8/15/2025Eventide Asset Management LLC392,112$36.50M0.6%-19.4%0.036%
8/15/2025Energy Income Partners LLC1,271,065$116.72M2.3%-12.3%0.116%
8/15/2025Curi Capital LLC3,276$301K0.0%+38.5%0.000%
8/15/2025Benjamin Edwards Inc.150,078$13.78M0.2%-0.2%0.014%
8/15/2025BI Asset Management Fondsmaeglerselskab A S43,586$4.00M0.0%-55.1%0.004%
8/15/2025Boothbay Fund Management LLC6,827$627K0.0%-53.5%0.001%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp172,591$15.85M0.1%-17.6%0.016%
8/15/2025Byrne Financial Freedom LLC2,484$228K0.1%-7.9%0.000%
8/15/2025Brevan Howard Capital Management LP25,010$2.30M0.0%N/A0.002%
8/15/2025Balyasny Asset Management L.P.811,737$74.54M0.1%+790.6%0.074%
8/15/2025Adage Capital Partners GP L.L.C.1,006,600$92.44M0.2%-25.4%0.092%
8/15/2025AQR Capital Management LLC437,147$39.78M0.0%-5.0%0.040%
8/14/2025Alamea Verwaltungs GmbH9,220$847K0.6%+50.0%0.001%
8/14/2025Lighthouse Investment Partners LLC3,000$275K0.0%N/A0.000%
8/14/2025Ausdal Financial Partners Inc.26,837$2.46M0.2%+372.0%0.002%
8/14/2025California State Teachers Retirement System1,312,583$120.53M0.1%+0.7%0.119%
8/14/2025Darwin Wealth Management LLC569$52K0.0%N/A0.000%
8/14/2025Worldquant Millennium Advisors LLC68,666$6.31M0.0%+269.0%0.006%
8/14/2025Canada Pension Plan Investment Board1,044,101$95.88M0.1%+1,518.4%0.095%
8/14/2025Bayesian Capital Management LP27,300$2.51M0.4%N/A0.002%
8/14/2025Quantinno Capital Management LP201,876$18.54M0.1%+33.3%0.018%
(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, 2,243 institutional investors and hedge funds held shares of Southern. The most heavily invested institutionals were Vanguard Group Inc. ($9.73B), FMR LLC ($2.52B), Geode Capital Management LLC ($2.38B), Capital International Investors ($2.24B), Massachusetts Financial Services Co. MA ($1.87B), Price T Rowe Associates Inc. MD ($1.37B), and Norges Bank ($1.18B).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 1,911 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 ($32.15M), Mizuho Securities USA LLC ($14.56M), Capital International Investors ($13.26M), Nuveen LLC ($5.55M), Vanguard Group Inc. ($4.68M), Laurel Wealth Advisors LLC ($4.38M), and Raymond James Financial Inc. ($3.83M).

How much institutional buying is happening at Southern?

Institutional investors have bought a total of 106,282,853 shares in the last 24 months. This purchase volume represents approximately $9.42B in transactions.

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

Of the 1,071 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 ($8.01M), Invesco Ltd. ($7.90M), Massachusetts Financial Services Co. MA ($5.53M), 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 75,938,196 shares in the last 24 months. This volume of shares sold represents approximately $6.61B in transactions.


Related Companies

This page (NYSE:SO) was last updated on 10/6/2025 by MarketBeat.com Staff
From Our Partners
Nvidia CEO Makes First Ever Tesla Announcement
While headlines focus on Tesla’s car sales, tech analyst Jeff Brown says the real story is Tesla’s role in a $...
Brownstone Research | Sponsoredtc pixel
The $20 stock that could make silicon chips obsolete
$2 TRILLION Quantum Gold Rush While everyone fights over expensive AI stocks... McKinsey just revealed the ...
The Oxford Club | Sponsoredtc pixel
The next wave of AI fortunes may come from NVIDIA’s secret supplier.
Bloomberg says AI is a $50 trillion revolution. And at the center of it… isn't NVIDIA. It's a tiny suppl...
Behind the Markets | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsoredtc pixel
Gold surges past $3,600 … but this has beat gold by 1,000x
Gold has surged past $3,600 an ounce — up 45% in the past year — but one veteran metals analyst says the real ...
Weiss Ratings | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
RIP USA
"The America you knew is dying in front of you" That's the urgent warning the former $200 million hedge fun...
Stansberry Research | Sponsoredtc pixel