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Southern (SO) Institutional Ownership

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$89.66 +0.82 (+0.92%)
Closing price 05/23/2025 03:59 PM Eastern
Extended Trading
$89.71 +0.05 (+0.06%)
As of 05/23/2025 08:00 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)
1442
Total
Institutional Inflows
(last 12 months)
$7.04B
Number of
Institutional Sellers
(last 12 months)
984
Total
Institutional Outflows
(last 12 months)
$6.39B
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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
5/23/2025 SWAN Capital LLC18,525$1.70M0.8%+0.8%0.002%
5/22/2025 Rollins Financial Advisors LLC18,509$1.70M0.3%+4.1%0.002%
5/21/2025 MBL Wealth LLC5,061$465K0.0%N/A0.000%
5/21/2025 Acadian Asset Management LLC909$83K0.0%-77.5%0.000%
5/21/2025 Geneos Wealth Management Inc.20,800$1.91M0.1%+3.5%0.002%
5/21/2025 IFM Investors Pty Ltd241,383$22.20M0.2%-22.2%0.022%
5/20/2025 Belpointe Asset Management LLC9,357$860K0.0%-25.5%0.001%
5/20/2025 Intech Investment Management LLC116,059$10.67M0.1%+35.8%0.011%
5/20/2025 Focus Partners Wealth1,272,255$116.98M0.3%-2.0%0.116%
5/20/2025 Flaharty Asset Management LLC4,350$400K0.1%-8.4%0.000%
5/20/2025 Integrity Alliance LLC.11,783$1.08M0.0%N/A0.001%
5/20/2025 Ransom Advisory Ltd1,866$172K0.1%N/A0.000%
5/20/2025 Anchor Investment Management LLC74,983$6.90M0.6%-1.8%0.007%
5/20/2025 Glenview Trust co14,198$1.31M0.0%-22.9%0.001%
5/20/2025 Ilmarinen Mutual Pension Insurance Co210,000$19.31M0.2%+33.8%0.019%
5/19/2025 Trinity Financial Advisors LLC6,017$557K0.2%+48.3%0.001%
5/19/2025 Bayforest Capital Ltd4,078$375K0.2%+295.5%0.000%
5/19/2025 Client 1ST Advisory Group LLC6,803$626K0.2%-2.3%0.001%
5/19/2025 Alaethes Wealth LLC2,250$207K0.1%N/A0.000%
5/19/2025 SCS Capital Management LLC5,597$515K0.0%N/A0.001%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC4,756,701$437.38M0.1%-8.7%0.433%
5/19/2025 Optimize Financial Inc2,816$259K0.1%N/A0.000%
5/16/2025 Woodline Partners LP92,569$8.51M0.1%+40.7%0.008%
5/16/2025 Empowered Funds LLC34,003$3.13M0.0%+17.5%0.003%
5/16/2025 Faithward Advisors LLC8,010$737K0.1%+2.7%0.001%
5/16/2025 MBB Public Markets I LLC3,690$339K0.0%N/A0.000%
5/16/2025 Ascent Group LLC9,707$893K0.0%+137.7%0.001%
5/16/2025 Meiji Yasuda Life Insurance Co13,667$1.26M0.0%-2.4%0.001%
5/16/2025 Coppell Advisory Solutions LLC4,368$399K0.0%+6.8%0.000%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.26,857$2.47M0.1%-1.9%0.002%
5/16/2025 Arete Wealth Advisors LLC30,062$2.76M0.2%+62.9%0.003%
5/16/2025 Great Lakes Advisors LLC43,348$3.99M0.0%+3.0%0.004%
5/16/2025 Signature Estate & Investment Advisors LLC3,496$321K0.0%N/A0.000%
5/16/2025 Voleon Capital Management LP 91,806$8.44M0.7%+34.8%0.008%
5/16/2025 Ashton Thomas Private Wealth LLC17,984$1.65M0.1%+0.7%0.002%
5/16/2025 Goldman Sachs Group Inc.7,342,797$675.17M0.1%-11.8%0.668%
5/16/2025 Cape Investment Advisory Inc.23,470$2.16M0.9%+2.2%0.002%
5/16/2025 Jones Financial Companies Lllp6,377$540K0.0%-93.1%0.001%
5/16/2025 UniSuper Management Pty Ltd75,559$6.95M0.1%+3.9%0.007%
5/16/2025 Resolution Capital Ltd35,355$3.25M0.1%-39.7%0.003%
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5/16/2025 Richwood Investment Advisors LLC7,108$654K0.6%-5.6%0.001%
5/16/2025 Rise Advisors LLC5,073$466K0.2%-11.5%0.000%
5/16/2025 Plancorp LLC3,996$367K0.0%+5.2%0.000%
5/16/2025 Nissay Asset Management Corp Japan ADV135,669$12.48M0.1%+1.4%0.012%
5/16/2025 NewEdge Advisors LLC211,330$19.43M0.1%-8.1%0.019%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.142,585$13.11M0.0%+15.5%0.013%
5/16/2025 Integrated Wealth Concepts LLC67,911$6.24M0.1%-2.8%0.006%
5/16/2025 Interval Partners LP16,948$1.56M0.0%N/A0.002%
5/16/2025 Jacobs Levy Equity Management Inc.4,241$390K0.0%-98.4%0.000%
5/16/2025 Hancock Whitney Corp28,212$2.59M0.1%+52.4%0.003%
5/16/2025 DnB Asset Management AS472,885$43.48M0.2%-2.1%0.043%
5/16/2025 Eventide Asset Management LLC486,762$44.69M0.9%+47.5%0.044%
5/16/2025 Clark Capital Management Group Inc.1,031,949$94.89M0.7%+0.3%0.094%
5/16/2025 Concentric Capital Strategies LP9,291$854K0.1%N/A0.001%
5/16/2025 Curi RMB Capital LLC2,365$217K0.0%N/A0.000%
5/16/2025 Alliancebernstein L.P.1,091,075$100.32M0.0%-0.2%0.099%
5/16/2025 AQR Capital Management LLC460,129$42.31M0.0%+71.8%0.042%
5/16/2025 Advisors Asset Management Inc.51,354$4.72M0.1%+4.0%0.005%
5/16/2025 Alyeska Investment Group L.P.38,230$3.52M0.0%N/A0.003%
5/16/2025 American Trust Investment Advisors LLC60,944$5.60M2.3%-0.6%0.006%
5/16/2025 Amundi1,712,696$158.53M0.1%-38.4%0.156%
5/16/2025 Aprio Wealth Management LLC14,000$1.29M0.2%+23.5%0.001%
5/16/2025 Adage Capital Partners GP L.L.C.1,349,200$124.06M0.2%+125.4%0.123%
5/15/2025 Paragon Private Wealth Management LLC3,031$279K0.1%N/A0.000%
5/15/2025 Federation des caisses Desjardins du Quebec34,845$3.20M0.0%+73.8%0.003%
5/15/2025 EP Wealth Advisors LLC346,815$31.89M0.3%+0.9%0.032%
5/15/2025 GW Henssler & Associates Ltd.345,731$31.79M1.8%+2.6%0.031%
5/15/2025 Capital Investment Counsel LLC70,228$6.46M1.1%-3.1%0.006%
5/15/2025 Cigna Investments Inc. New11,046$1.02M0.2%-1.4%0.001%
5/15/2025 Focus Partners Advisor Solutions LLC31,987$2.94M0.0%+4.7%0.003%
5/15/2025 Alamar Capital Management LLC2,298$211K0.1%N/A0.000%
5/15/2025 Flputnam Investment Management Co.14,519$1.34M0.0%+13.9%0.001%
5/15/2025 Beck Mack & Oliver LLC2,950$271K0.0%-14.5%0.000%
5/15/2025 Energy Income Partners LLC1,448,826$133.22M2.5%+35.9%0.132%
5/15/2025 Alamea Verwaltungs GmbH6,146$565K0.5%N/A0.001%
5/15/2025 MAI Capital Management222,755$20.48M0.2%+6.6%0.020%
5/15/2025 Quarry LP507$47K0.0%-33.5%0.000%
5/15/2025 Calton & Associates Inc.3,194$294K0.1%N/A0.000%
5/15/2025 Saudi Central Bank431$40K0.2%N/A0.000%
5/15/2025 DRW Securities LLC17,103$1.57M0.0%N/A0.002%
5/15/2025 Second Line Capital LLC10,861$999K0.3%-9.3%0.001%
5/15/2025 Hayek Kallen Investment Management30,163$2.77M1.0%-1.6%0.003%
5/15/2025 Spectrum Wealth Advisory Group LLC4,298$395K0.2%+21.3%0.000%
5/15/2025 Titleist Asset Management LLC2,242$206K0.0%N/A0.000%
5/15/2025 Baird Financial Group Inc.279,650$25.71M0.0%-1.0%0.025%
5/15/2025 Panagora Asset Management Inc.78,694$7.24M0.0%+38.3%0.007%
5/15/2025 Vident Advisory LLC65,068$5.98M0.1%+4.7%0.006%
5/15/2025 Evergreen Capital Management LLC6,881$633K0.0%+5.7%0.001%
5/15/2025 The Manufacturers Life Insurance Company 1,214,610$111.68M0.1%-11.2%0.111%
5/15/2025 Driehaus Capital Management LLC10,406$957K0.0%+151.1%0.001%
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5/15/2025 Gordian Capital Singapore Pte Ltd7,000$638K0.4%-63.2%0.001%
5/15/2025 Canada Pension Plan Investment Board64,514$5.93M0.0%-94.3%0.006%
5/15/2025 Vermillion & White Wealth Management Group LLC985$91K0.1%+24.8%0.000%
5/15/2025 WPG Advisers LLC714$66K0.1%N/A0.000%
5/15/2025 Trustco Bank Corp N Y10,122$931K1.0%-3.2%0.001%
5/15/2025 Trexquant Investment LP299,225$27.51M0.3%N/A0.027%
5/15/2025 Huber Capital Management LLC14,900$1.37M0.3%-5.1%0.001%
5/15/2025 Landscape Capital Management L.L.C.2,699$248K0.0%N/A0.000%
5/15/2025 Northstar Financial Companies Inc.8,209$755K0.8%+19.8%0.001%
5/15/2025 OMERS ADMINISTRATION Corp39,180$3.60M0.0%-14.2%0.004%
(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, 2,225 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 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 1,871 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), 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 149,001,491 shares in the last 24 months. This purchase volume represents approximately $11.73B in transactions.

Which Southern major shareholders have been selling company stock?

Of the 1,381 institutional investors that sold Southern stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GQG Partners LLC ($16.50M), Price T Rowe Associates Inc. MD ($13.56M), Capital Research Global Investors ($10.35M), Schroder Investment Management Group ($8.01M), Invesco Ltd. ($7.92M), Massachusetts Financial Services Co. MA ($6.73M), and Wellington Management Group LLP ($5.25M).

How much institutional selling is happening at Southern?

Institutional investors have sold a total of 124,521,006 shares in the last 24 months. This volume of shares sold represents approximately $9.84B in transactions.



This page (NYSE:SO) was last updated on 5/24/2025 by MarketBeat.com Staff
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