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Southern (SO) Institutional Ownership

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$98.44 -1.28 (-1.28%)
Closing price 10/16/2025 03:59 PM Eastern
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$98.22 -0.22 (-0.22%)
As of 04:58 AM 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)
1535
Total
Institutional Inflows
(last 12 months)
$9.43B
Number of
Institutional Sellers
(last 12 months)
1072
Total
Institutional Outflows
(last 12 months)
$6.69B
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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
10/16/2025Columbus Macro LLC22,367$2.12M0.2%+0.6%0.002%
10/16/2025Hengehold Capital Management LLC48,854$4.63M0.4%+1.7%0.004%
10/16/2025Bill Few Associates Inc.5,533$524K0.1%-11.1%0.001%
10/16/2025Carnegie Investment Counsel207,350$19.65M0.4%+1.4%0.019%
10/16/2025Fulton Breakefield Broenniman LLC4,866$461K0.0%+7.3%0.000%
10/16/2025Howard Capital Management Group LLC9,698$919K0.1%+11.5%0.001%
10/16/2025Comprehensive Financial Consultants Institutional Inc.2,580$245K0.1%-11.3%0.000%
10/16/2025Brian Low Financial Group LLC2,424$230K0.2%-7.1%0.000%
10/16/2025HBW Advisory Services LLC11,447$1.09M0.1%+2.2%0.001%
10/16/2025Gleason Group Inc.17,261$1.64M0.2%+0.8%0.002%
10/16/2025Highland Capital Management LLC2,150$204K0.0%N/A0.000%
10/16/2025AMI Asset Management Corp11,065$1.05M0.1%-1.0%0.001%
10/16/2025Richards Merrill & Peterson Inc.9,958$944K0.4%+2.4%0.001%
10/16/2025MBL Wealth LLC6,821$646K0.1%+26.9%0.001%
10/16/2025Regent Peak Wealth Advisors LLC20,504$1.94M0.4%N/A0.002%
10/16/2025Curran Financial Partners LLC2,160$205K0.0%N/A0.000%
10/16/2025 HBK Sorce Advisory LLC8,324$830K0.0%+15.1%0.001%
10/16/2025Blue Trust Inc.89,534$8.49M0.1%-3.2%0.008%
10/16/2025Sheets Smith Wealth Management13,165$1.25M0.1%-0.8%0.001%
10/16/2025Capital Advisors Wealth Management LLC8,039$762K0.1%+66.3%0.001%
10/16/2025Virginia Wealth Management Group Inc.54,304$5.15M3.0%-0.5%0.005%
10/16/2025Yeomans Consulting Group Inc.7,659$726K0.3%-12.5%0.001%
10/15/2025 TrueWealth Advisors LLC43,897$4.16M1.1%+1.3%0.004%
10/15/2025 CWM LLC101,371$9.61M0.0%+3.1%0.009%
10/15/2025 Busey Bank13,746$1.30M0.0%+10.2%0.001%
10/15/2025 Pacer Advisors Inc.92,768$8.79M0.0%-11.7%0.008%
10/15/2025 Spirit of America Management Corp NY8,600$815K0.2%+28.4%0.001%
10/15/2025 Iams Wealth Management LLC3,057$290K0.1%+38.9%0.000%
10/15/2025 Bar Harbor Wealth Management5,457$517K0.0%-5.2%0.000%
10/15/2025 Robbins Farley36,967$3.50M1.5%+11.3%0.003%
10/15/2025 First PREMIER Bank81,893$7.76M1.8%-1.4%0.007%
10/15/2025 Enterprise Financial Services Corp2,185$207K0.1%N/A0.000%
10/15/2025 ZWJ Investment Counsel Inc.24,000$2.27M0.1%-1.8%0.002%
10/15/2025 Jeppson Wealth Management LLC17,347$1.64M0.5%-0.7%0.002%
10/15/2025 Alpine Woods Capital Investors LLC60,080$5.69M1.3%-1.6%0.005%
10/15/2025 Stephens Consulting LLC2,147$203K0.1%-20.4%0.000%
10/15/2025 Norden Group LLC9,639$914K0.1%+7.6%0.001%
10/15/2025 World Investment Advisors19,581$1.86M0.0%+10.4%0.002%
10/15/2025 Tritonpoint Wealth LLC7,628$723K0.1%+2.0%0.001%
10/15/2025 Brookstone Capital Management152,754$14.48M0.2%+21.7%0.014%
10/15/2025 Allen Mooney & Barnes Investment Advisors LLC26,643$2.53M0.4%+3.9%0.002%
10/15/2025 Symmetry Partners LLC4,167$395K0.0%+12.3%0.000%
10/15/2025 Founders Financial Securities LLC2,489$236K0.0%+9.8%0.000%
10/15/2025 Gilman Hill Asset Management LLC2,984$283K0.0%-5.5%0.000%
10/15/2025 Chatham Capital Group Inc.13,319$1.26M0.2%-6.8%0.001%
10/15/2025 Optas LLC2,816$267K0.0%+7.4%0.000%
10/15/2025 DAVENPORT & Co LLC82,691$7.84M0.0%-6.1%0.008%
10/15/2025 IFM Investors Pty Ltd252,995$23.92M0.2%-2.0%0.023%
10/14/2025 GLOBALT Investments LLC GA75,058$7.11M0.3%-1.4%0.007%
10/14/2025 Highline Wealth Partners LLC15,667$1.49M0.4%+0.7%0.001%
10/14/2025 Welch Group LLC772,574$73.22M2.9%+0.7%0.070%
10/14/2025 OLD National Bancorp IN47,060$4.46M0.1%-6.7%0.004%
10/14/2025 Fourpath Capital Management LLC9,979$946K0.1%-8.3%0.001%
10/14/2025 Yousif Capital Management LLC149,254$14.15M0.2%-6.2%0.014%
10/14/2025 Ridgecrest Wealth Partners LLC2,165$205K0.1%N/A0.000%
10/14/2025 Trust Co. of Vermont23,222$2.20M0.1%-1.9%0.002%
10/14/2025 Matrix Trust Co19,127$1.81M0.3%N/A0.002%
10/14/2025 Cultivar Capital Inc.3,045$289K0.2%+8.9%0.000%
10/14/2025 Holland Advisory Services Inc.2,171$206K0.3%N/A0.000%
10/14/2025 Farther Finance Advisors LLC61,824$5.86M0.1%+41.0%0.006%
10/14/2025 Parcion Private Wealth LLC2,393$227K0.0%N/A0.000%
10/14/2025 Cranbrook Wealth Management LLC6,509$617K0.1%+7.8%0.001%
10/14/2025 Confluence Investment Management LLC1,549,426$146.84M2.1%-1.9%0.141%
10/14/2025 HBK Sorce Advisory LLC17,992$1.73M0.0%+148.9%0.002%
10/14/2025 LongView Wealth Management36,387$3.45M0.9%-1.1%0.003%
10/14/2025 Jamison Private Wealth Management Inc.129,344$12.26M1.6%+1.8%0.012%
10/14/2025 Exchange Traded Concepts LLC155,720$14.76M0.1%-48.6%0.014%
10/14/2025 Kentucky Trust Co50,403$4.78M2.6%-0.6%0.005%
10/14/2025 Cohen Investment Advisors LLC5,199$493K0.2%+2.4%0.000%
10/14/2025 S.E.E.D. Planning Group LLC23,113$2.19M0.6%-2.7%0.002%
10/14/2025 Bridge Creek Capital Management LLC58,356$5.53M1.5%-1.0%0.005%
10/14/2025 Legacy Wealth Asset Management LLC8,906$844K0.2%-9.3%0.001%
10/14/2025 Brighton Jones LLC14,780$1.40M0.0%+4.4%0.001%
10/14/2025 Foster Group Inc.2,775$263K0.0%+6.5%0.000%
10/14/2025 DLK Investment Management LLC3,375$320K0.1%N/A0.000%
10/14/2025 Goelzer Investment Management Inc.57,478$5.45M0.3%-1.9%0.005%
10/14/2025 Clarius Group LLC3,574$339K0.0%-39.6%0.000%
10/14/2025 TCI Wealth Advisors Inc.4,421$419K0.0%-21.8%0.000%
10/10/2025 CHICAGO TRUST Co NA6,166$584K0.1%-42.5%0.001%
10/10/2025 Diversified Enterprises LLC44,916$4.26M0.3%+1.2%0.004%
10/10/2025 First Bank & Trust45,244$4.29M0.7%-3.3%0.004%
10/10/2025 BCR Wealth Strategies LLC6,190$586K0.2%-1.6%0.001%
10/10/2025 Lineweaver Wealth Advisors LLC20,830$1.97M0.3%+3.4%0.002%
10/10/2025 Charles Schwab Trust Co4,112$390K0.0%-63.4%0.000%
10/10/2025 Sound Income Strategies LLC3,273$315K0.0%-70.6%0.000%
10/10/2025 Thomasville National Bank85,119$8.07M0.5%+0.7%0.008%
10/10/2025 Foster Victor Wealth Advisors LLC87,526$8.28M0.5%+4.8%0.008%
10/10/2025 Stolper Co24,941$2.36M0.7%+1.9%0.002%
10/10/2025 Sara Bay Financial4,133$392K0.1%+2.7%0.000%
10/10/2025 Red Door Wealth Management LLC24,116$2.29M0.2%+28.7%0.002%
10/10/2025 Ridgeline Wealth LLC2,902$275K0.2%N/A0.000%
10/10/2025 Trust Point Inc.12,301$1.17M0.1%+15.6%0.001%
10/10/2025 Corsicana & Co.2,820$267K0.1%N/A0.000%
10/10/2025 Flputnam Investment Management Co.15,050$1.43M0.0%+6.9%0.001%
10/10/2025 CCM Investment Advisers LLC147,909$14.02M1.4%+2.0%0.013%
10/10/2025 Clarity Financial LLC2,173$206K0.0%N/A0.000%
10/10/2025 Cyndeo Wealth Partners LLC7,844$743K0.0%+20.4%0.001%
10/10/2025 Fairvoy Private Wealth LLC116,377$11.03M2.5%-0.9%0.011%
10/10/2025 Quotient Wealth Partners LLC4,232$401K0.0%+6.9%0.000%
10/10/2025 Advance Capital Management Inc.2,625$249K0.0%+16.3%0.000%
(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, 2,253 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 1,924 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 106,340,024 shares in the last 24 months. This purchase volume represents approximately $9.43B in transactions.

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

Of the 1,070 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 76,822,021 shares in the last 24 months. This volume of shares sold represents approximately $6.69B in transactions.


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This page (NYSE:SO) was last updated on 10/17/2025 by MarketBeat.com Staff
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