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Southern (SO) Institutional Ownership

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$92.76 +0.24 (+0.26%)
Closing price 08/13/2026 03:59 PM Eastern
Extended Trading
$92.76 +0.00 (+0.00%)
As of 08/13/2026 06:06 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 Massive. 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)
1355
Total
Institutional Inflows
(last 12 months)
$8.51B
Number of
Institutional Sellers
(last 12 months)
928
Total
Institutional Outflows
(last 12 months)
$44.43B
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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
8/14/2026L2 Asset Management LLC6,417$614K0.1%N/A0.001%
8/14/2026Cetera Trust Company N.A450$43K0.0%N/A0.000%
8/14/2026Aberdeen Wealth Management LLC4,155$398K0.2%N/A0.000%
8/14/2026Visionary Wealth Advisors112,104$10.73M0.4%N/A0.010%
8/14/2026Whalen Wealth Management Inc.2,533$242K0.1%N/A0.000%
8/14/2026Dearborn Partners LLC16,881$1.63M0.1%N/A0.001%
8/13/2026Asset One Wealth Management LLC2,660$252K0.0%N/A0.000%
8/13/2026Investor s Fiduciary Advisor Network LLC14,397$1.38M0.5%N/A0.001%
8/13/2026Infrastructure Capital Advisors LLC11,853$1.13M0.1%N/A0.001%
8/13/2026Cibc World Market Inc.30,673$2.94M0.0%N/A0.003%
8/13/2026Satovsky Asset Management LLC3,589$343K0.1%N/A0.000%
8/13/2026OMERS ADMINISTRATION Corp82,207$7.87M0.0%N/A0.007%
8/13/2026Leigh Baldwin & CO. LLC3,067$294K0.2%N/A0.000%
8/13/2026Osmosis Investment Management UK Ltd89,127$8.53M0.4%N/A0.008%
8/13/2026Sanctuary Advisors LLC401,627$38.44M0.2%N/A0.035%
8/13/2026Capital Square LLC27,192$2.60M1.1%N/A0.002%
8/13/2026Meiji Yasuda Asset Management Co Ltd.13,631$1.31M0.1%N/A0.001%
8/13/2026Magellan Asset Management Ltd592,268$56.69M1.3%N/A0.051%
8/13/2026 True Freedom Investing LLC58,431$5.64M0.4%N/A0.005%
8/13/2026 Haverford Trust Co12,544$1.20M0.0%N/A0.001%
8/13/2026 Bank of Nova Scotia167,168$16M0.0%N/A0.015%
8/12/2026 Compass Financial Management LLC5,033$475K0.1%N/A0.000%
8/12/2026 Elevation Point Wealth Partners LLC93,411$8.94M0.2%N/A0.008%
8/12/2026 Daiichi Life Insurance Co. Ltd.167,983$16.08M0.4%N/A0.015%
8/12/2026 Commerce Bank154,685$14.81M0.1%N/A0.013%
8/12/2026 GQG Partners LLC53,777$5.15M0.0%N/A0.005%
8/12/2026 Evolve Private Wealth LLC9,463$906K0.1%N/A0.001%
8/12/2026 Madison Wealth Partners Inc2,149$206K0.0%N/A0.000%
8/12/2026 Westpac Banking Corp1,474$141K0.0%N/A0.000%
8/12/2026 TRB Wealth Management LLC4,239$406K0.1%N/A0.000%
8/12/2026 Sumitomo Life Insurance Co.15,945$1.53M0.0%N/A0.001%
8/12/2026 Korea Investment CORP756,114$72.37M0.1%N/A0.066%
8/12/2026 EP Wealth Advisors LLC491,161$47.01M0.2%N/A0.043%
8/12/2026 Pinnacle West Asset Management Inc.5,125$491K0.3%N/A0.000%
8/12/2026 Ieq Capital LLC32,166$3.08M0.0%N/A0.003%
8/12/2026 Callan Family Office LLC44,553$4.26M0.1%N/A0.004%
8/12/2026 Keebeck Wealth Management8,069$772K0.1%N/A0.001%
8/11/2026 Keating Financial Advisory Services Inc.2,180$209K0.0%N/A0.000%
8/11/2026 OneAscent Wealth Management LLC35,596$3.41M1.0%N/A0.003%
8/11/2026 OneAscent Family Office LLC4,189$401K0.2%N/A0.000%
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8/11/2026 OneAscent Financial Services LLC10,467$1.00M0.0%N/A0.001%
8/11/2026 Allworth Financial LP171,520$16.42M0.1%N/A0.015%
8/11/2026 B. Metzler seel. Sohn & Co. AG25,656$2.46M0.0%N/A0.002%
8/11/2026 Silvant Capital Management LLC1,727$165K0.0%N/A0.000%
8/11/2026 LaSalle St. Investment Advisors LLC4,087$391K0.0%N/A0.000%
8/11/2026 Mystic Asset Management Inc.19,933$1.91M0.4%N/A0.002%
8/11/2026 Kilter Group LLC496$47K0.0%N/A0.000%
8/11/2026 D L Carlson Investment Group Inc.46,430$4.44M0.7%N/A0.004%
8/11/2026 Reliant Investment Partners LLC5,891$564K0.4%N/A0.001%
8/11/2026 SGL Investment Advisors Inc.3,828$350K0.1%N/A0.000%
8/11/2026 Advisors Capital Management LLC229,231$21.94M0.2%N/A0.020%
8/11/2026 Cannon Wealth Management Services LLC3,458$331K0.2%N/A0.000%
8/11/2026 MJP Associates Inc. ADV3,184$305K0.0%N/A0.000%
8/11/2026 PCM Encore LLC9,101$871K0.2%N/A0.001%
8/11/2026 Altman Advisors Inc.2,200$211K0.1%N/A0.000%
8/11/2026 Vise Technologies Inc.84,267$8.07M0.1%N/A0.007%
8/11/2026 E Fund Management Co. Ltd.4,159$398K0.0%N/A0.000%
8/11/2026 MSH Capital Advisors LLC21,669$2.07M0.4%N/A0.002%
8/11/2026 Live Oak Investment Partners2,422$232K0.1%N/A0.000%
8/11/2026 Frazier Financial Advisors LLC328$31K0.0%N/A0.000%
8/11/2026 Aurora Investment Counsel26,807$2.57M1.3%N/A0.002%
8/11/2026 Edmond DE Rothschild Holding S.A.79,866$7.64M0.1%N/A0.007%
8/11/2026 Strathmore Capital Advisors Inc.3,027$284K0.1%N/A0.000%
8/11/2026 United Bank56,481$5.41M1.6%N/A0.005%
8/11/2026 Uptick Partners LLC7,754$742K0.1%N/A0.001%
8/10/2026 Csenge Advisory Group61,500$5.89M0.2%N/A0.005%
8/10/2026 AssuredPartners Investment Advisors LLC13,670$1.31M0.1%N/A0.001%
8/10/2026 Shepherd Financial Partners LLC8,995$861K0.1%N/A0.001%
8/10/2026 one8zero8 LLC7,989$765K0.2%N/A0.001%
8/10/2026 Kentucky Farm Bureau Mutual Insurance Co16,000$1.53M0.4%N/A0.001%
8/10/2026 West Family Investments Inc.10,508$1.01M0.3%N/A0.001%
8/10/2026 NewEdge Wealth LLC13,889$1.33M0.0%N/A0.001%
8/10/2026 Patrick Mauro Investment Advisor INC.21,706$2.08M1.0%N/A0.002%
8/10/2026 Sound Financial Strategies Group LLC2,721$260K0.2%N/A0.000%
8/10/2026 Great Lakes Advisors LLC32,151$3.08M0.0%N/A0.003%
8/10/2026 Compass Wealth Management LLC3,150$301K0.1%N/A0.000%
8/10/2026 BOK Financial Private Wealth Inc.427$41K0.0%N/A0.000%
8/10/2026 Diversify Advisory Services LLC14,219$1.37M0.0%N/A0.001%
8/10/2026 Gables Capital Management Inc.8,192$784K0.3%N/A0.001%
8/8/2026 Wealthfront Advisers LLC209,303$20.03M0.0%N/A0.018%
8/8/2026 Main Street Financial Solutions LLC15,198$1.46M0.1%+4.3%0.001%
8/8/2026 First National Bank of Omaha176,421$16.98M0.5%N/A0.015%
8/8/2026 Alamar Capital Management LLC2,298$220K0.1%N/A0.000%
8/8/2026 Energy Income Partners LLC1,735,602$166.11M2.6%N/A0.151%
8/8/2026 Alpine Woods Capital Investors LLC68,598$6.57M1.4%N/A0.006%
8/8/2026 Meeder Advisory Services Inc.25,679$2.46M0.1%N/A0.002%
8/8/2026 Harborfront Financial Group LLC631$60K0.2%N/A0.000%
8/8/2026 Tiemann Investment Advisors LLC2,026$194K0.1%N/A0.000%
8/7/2026 Citizens Financial Group Inc. RI29,533$2.83M0.0%N/A0.003%
8/7/2026 Texas Capital Bank Wealth Management Services Inc4,714$451K0.0%N/A0.000%
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8/7/2026 Pavion Blue Capital LLC2,715$260K0.1%N/A0.000%
8/7/2026 UNIVEST FINANCIAL Corp6,174$591K0.0%N/A0.001%
8/7/2026 Auxano Advisors LLC2,174$208K0.0%N/A0.000%
8/7/2026 Focused Alpha LLC6,497$622K0.2%N/A0.001%
8/7/2026 MidFirst Bank462$44K0.0%N/A0.000%
8/7/2026 Dunhill Financial LLC993$95K0.0%N/A0.000%
8/7/2026 Perigon Wealth Management LLC34,256$3.28M0.1%N/A0.003%
8/7/2026 Phillips Wealth Planners LLC2,137$208K0.2%N/A0.000%
8/7/2026 Trust Co. of Vermont23,114$2.21M0.1%N/A0.002%
8/7/2026 Principle Wealth Partners LLC100,553$9.62M0.5%N/A0.009%


SO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,421 institutional investors and hedge funds held shares of Southern. The most heavily invested institutionals were Vanguard Group Inc. ($9.42B), JPMorgan Chase & Co. ($5.39B), State Street Corp ($5.36B), Capital World Investors ($3.59B), Price T Rowe Associates Inc. MD ($3.00B), Geode Capital Management LLC ($2.38B), and Massachusetts Financial Services Co. MA ($1.42B).Learn more on Southern's institutional investors.

64.10% of Southern's stock is owned by institutional investors. Learn more on SO's institutional investor holdings.

Of the 2,067 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 ($35.89M), Capital World Investors ($33.16M), Mizuho Securities USA LLC ($14.56M), Vanguard Group Inc. ($5.97M), Nuveen LLC ($5.64M), Price T Rowe Associates Inc. MD ($5.44M), and Laurel Wealth Advisors LLC ($4.37M).

Institutional investors have bought a total of 94,399,876 shares in the last 24 months. This purchase volume represents approximately $8.65B in transactions.

Of the 928 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: Calamos Advisors LLC ($148.19M), JPMorgan Chase & Co. ($69.15M), The Manufacturers Life Insurance Company ($59.03M), Victory Capital Management Inc. ($49.26M), State Street Corp ($41.21M), Sculptor Capital LP ($34.96M), and Royal Bank of Canada ($21.81M).

Institutional investors have sold a total of 506,855,549 shares in the last 24 months. This volume of shares sold represents approximately $44.57B in transactions.


Related Companies

Institutional ownership data for NYSE:SO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/14/2026. New 13F filings are added each quarter as they're published.
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