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Southern (SO) Institutional Ownership

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$92.35 +0.08 (+0.09%)
Closing price 09/15/2025 03:59 PM Eastern
Extended Trading
$92.46 +0.11 (+0.12%)
As of 09/15/2025 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.
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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)
1521
Total
Institutional Inflows
(last 12 months)
$9.42B
Number of
Institutional Sellers
(last 12 months)
1072
Total
Institutional Outflows
(last 12 months)
$6.62B
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Skip Chart & View Institutional Buying and Selling Data

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
9/12/2025 Valeo Financial Advisors LLC20,004$1.84M0.0%+13.5%0.002%
9/4/2025 SevenBridge Financial Group LLC8,784$825K0.1%-23.9%0.001%
9/4/2025 V. M. Manning & CO. Inc.2,780$257K0.3%N/A0.000%
9/4/2025 Osaic Holdings Inc.624,649$57.39M0.1%+25.2%0.057%
8/27/2025 Orion Porfolio Solutions LLC291,381$26.76M0.2%+6.3%0.026%
8/26/2025 Claris Financial LLC4,315$396K0.3%-5.4%0.000%
8/25/2025 Silverlake Wealth Management LLC10,875$999K0.3%+4.9%0.001%
8/21/2025 Pathway Financial Advisers LLC47,441$4.36M1.4%+1.2%0.004%
8/20/2025 Kentucky Retirement Systems70,189$6.45M0.2%-6.2%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund29,789$2.74M0.2%-6.5%0.003%
8/20/2025 North Dallas Bank & Trust Co.12,176$1.12M0.8%N/A0.001%
8/20/2025 Coppell Advisory Solutions LLC4,736$431K0.1%+8.4%0.000%
8/19/2025 B. Riley Wealth Advisors Inc.16,764$1.54M0.1%N/A0.002%
8/19/2025 Cape Investment Advisory Inc.24,045$2.21M0.8%+2.4%0.002%
8/19/2025 Advisory Services Network LLC123,591$11.68M0.2%+2.8%0.011%
8/19/2025 Anchor Investment Management LLC75,684$6.95M0.6%+0.9%0.007%
8/19/2025 Pitcairn Co.4,613$424K0.0%-68.6%0.000%
8/18/2025 Old North State Trust LLC25,756$2.37M1.6%+3.1%0.002%
8/18/2025 Geneos Wealth Management Inc.30,683$2.82M0.1%+47.5%0.003%
8/18/2025 Westwood Holdings Group Inc.750,229$68.89M0.5%-13.7%0.068%
8/18/2025 Kestra Investment Management LLC2,407$221K0.0%+1,046.2%0.000%
8/18/2025 Second Line Capital LLC10,974$1.01M0.2%+1.0%0.001%
8/16/2025 Public Sector Pension Investment Board226,162$20.77M0.1%-22.8%0.021%
8/16/2025 Evergreen Capital Management LLC7,477$687K0.0%+8.7%0.001%
8/15/2025 CANADA LIFE ASSURANCE Co592,538$54.47M0.1%+2.1%0.054%
8/15/2025 44 Wealth Management LLC2,879$264K0.1%+4.5%0.000%
8/15/2025 Nikulski Financial Inc.5,078$466K0.1%+7.2%0.000%
8/15/2025 Tower Research Capital LLC TRC 10,612$974K0.0%-87.9%0.001%
8/15/2025 MUFG Securities EMEA plc3,248$298K0.0%N/A0.000%
8/15/2025 Howland Capital Management LLC2,222$204K0.0%N/A0.000%
8/15/2025 Brooks Moore & Associates Inc.19,123$1.81M1.0%+2.1%0.002%
8/15/2025 Resources Management Corp CT ADV11,070$1.02M0.1%-1.3%0.001%
8/15/2025 Corient Private Wealth LLC438,303$40.26M0.1%+120.0%0.040%
8/15/2025 Equitable Holdings Inc.75,581$6.94M0.1%+4.4%0.007%
8/15/2025 State of Tennessee Department of Treasury383,341$35.20M0.1%+3.0%0.035%
8/15/2025 Hayek Kallen Investment Management29,849$2.74M0.9%-1.0%0.003%
8/15/2025 Stonebridge Capital Advisors LLC3,575$328K0.0%+3.6%0.000%
8/15/2025 Captrust Financial Advisors296,622$27.24M0.1%-0.1%0.027%
8/15/2025 Keel Point LLC105,700$9.71M0.6%+3.8%0.010%
8/15/2025 Alaethes Wealth LLC20,952$1.92M0.6%+831.2%0.002%
8/15/2025 WFA of San Diego LLC7,860$722K0.5%N/A0.001%
8/15/2025 Vident Advisory LLC75,445$6.93M0.1%+15.9%0.007%
8/15/2025 Visionary Wealth Advisors98,495$9.05M0.5%+2.4%0.009%
8/15/2025 Voleon Capital Management LP61,438$5.64M0.3%-33.1%0.006%
8/15/2025 Tidal Investments LLC26,771$2.46M0.0%+33.0%0.002%
8/15/2025 Smartleaf Asset Management LLC23,640$2.15M0.2%-8.1%0.002%
8/15/2025 Snowden Capital Advisors LLC17,993$1.65M0.0%+10.2%0.002%
8/15/2025 Sompo Asset Management Co. Ltd.2,490$229K0.0%-5.7%0.000%
8/15/2025 Soroban Capital Partners LP4,097,422$376.27M3.7%+83.8%0.372%
8/15/2025 Royal London Asset Management Ltd.133,597$12.27M0.0%-3.1%0.012%
8/15/2025 Rafferty Asset Management LLC118,110$10.85M0.0%+19.8%0.011%
8/15/2025 Resolution Capital Ltd61,987$5.69M0.1%+75.3%0.006%
8/15/2025 Orion Porfolio Solutions LLC291,381$26.76M0.2%+6.3%0.026%
8/15/2025 Paces Ferry Wealth Advisors LLC3,872$356K0.2%-2.7%0.000%
8/15/2025 MML Investors Services LLC392,334$36.03M0.1%+1.8%0.036%
8/15/2025 Monograph Wealth Advisors LLC5,088$467K0.1%N/A0.000%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.14,279$1.31M0.1%-46.8%0.001%
8/15/2025 Modern Wealth Management LLC21,109$1.94M0.0%+185.5%0.002%
8/15/2025 ICONIQ Capital LLC5,872$539K0.0%+50.8%0.001%
8/15/2025 IHT Wealth Management LLC25,394$2.33M0.1%-3.0%0.002%
8/15/2025 Fullerton Fund Management Co Ltd.7,849$721K0.0%-45.6%0.001%
8/15/2025 Great Valley Advisor Group Inc.27,452$2.52M0.1%-11.1%0.002%
8/15/2025 EP Wealth Advisors LLC362,559$33.29M0.2%+4.5%0.033%
8/15/2025 Eventide Asset Management LLC392,112$36.50M0.6%-19.4%0.036%
8/15/2025 Energy Income Partners LLC1,271,065$116.72M2.3%-12.3%0.116%
8/15/2025 Curi Capital LLC3,276$301K0.0%+38.5%0.000%
8/15/2025 Benjamin Edwards Inc.150,078$13.78M0.2%-0.2%0.014%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S43,586$4.00M0.0%-55.1%0.004%
8/15/2025 Boothbay Fund Management LLC6,827$627K0.0%-53.5%0.001%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp172,591$15.85M0.1%-17.6%0.016%
8/15/2025 Byrne Financial Freedom LLC2,484$228K0.1%-7.9%0.000%
8/15/2025 Brevan Howard Capital Management LP25,010$2.30M0.0%N/A0.002%
8/15/2025 Balyasny Asset Management L.P.811,737$74.54M0.1%+790.6%0.074%
8/15/2025 Adage Capital Partners GP L.L.C.1,006,600$92.44M0.2%-25.4%0.092%
8/15/2025 AQR Capital Management LLC437,147$39.78M0.0%-5.0%0.040%
8/14/2025 Alamea Verwaltungs GmbH9,220$847K0.6%+50.0%0.001%
8/14/2025 Lighthouse Investment Partners LLC3,000$275K0.0%N/A0.000%
8/14/2025 Ausdal Financial Partners Inc.26,837$2.46M0.2%+372.0%0.002%
8/14/2025 California State Teachers Retirement System1,312,583$120.53M0.1%+0.7%0.119%
8/14/2025 Darwin Wealth Management LLC569$52K0.0%N/A0.000%
8/14/2025 Worldquant Millennium Advisors LLC68,666$6.31M0.0%+269.0%0.006%
8/14/2025 Canada Pension Plan Investment Board1,044,101$95.88M0.1%+1,518.4%0.095%
8/14/2025 Bayesian Capital Management LP27,300$2.51M0.4%N/A0.002%
8/14/2025 Quantinno Capital Management LP201,876$18.54M0.1%+33.3%0.018%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.164,956$15.15M0.0%+15.7%0.015%
8/14/2025 Diversify Advisory Services LLC13,661$1.28M0.1%+15.2%0.001%
8/14/2025 Alliancebernstein L.P.1,168,862$107.34M0.0%+7.1%0.106%
8/14/2025 HUB Investment Partners LLC11,518$1.06M0.0%+16.0%0.001%
8/14/2025 Ieq Capital LLC37,319$3.43M0.0%-23.5%0.003%
8/14/2025 Ilex Capital Partners UK LLP29,702$2.73M0.1%N/A0.003%
8/14/2025 Main Street Financial Solutions LLC52,685$4.84M0.4%+0.7%0.005%
8/14/2025 Osterweis Capital Management Inc.1,981$182K0.0%+13,106.7%0.000%
8/14/2025 ICW Investment Advisors LLC18,578$1.71M0.7%+0.8%0.002%
8/14/2025 Treasurer of the State of North Carolina514,736$47.27M0.2%+2.7%0.047%
8/14/2025 Glenview Trust co115,283$10.59M0.2%+712.0%0.010%
8/14/2025 CIBC Asset Management Inc389,634$35.78M0.1%+8.5%0.035%
8/14/2025 FAS Wealth Partners Inc.31,329$2.88M0.2%+6.8%0.003%
8/14/2025 Faithward Advisors LLC7,748$711K0.1%-3.3%0.001%
8/14/2025 Becker Capital Management Inc.234,052$21.49M0.7%+5.3%0.021%
8/14/2025 Sei Investments Co.449,960$41.32M0.0%+11.5%0.041%
(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, 2,245 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 106,312,867 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 1,072 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 76,094,626 shares in the last 24 months. This volume of shares sold represents approximately $6.62B in transactions.


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This page (NYSE:SO) was last updated on 9/16/2025 by MarketBeat.com Staff
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