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Southern (SO) Institutional Ownership

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$97.29 +0.69 (+0.71%)
Closing price 03:59 PM Eastern
Extended Trading
$96.81 -0.48 (-0.49%)
As of 07:34 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)
1429
Total
Institutional Inflows
(last 12 months)
$9.97B
Number of
Institutional Sellers
(last 12 months)
1028
Total
Institutional Outflows
(last 12 months)
$44.98B
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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
7/10/2026 Regent Peak Wealth Advisors LLC20,560$1.97M0.4%+54.8%0.002%
7/10/2026 Wedge Capital Management L L P NC2,423$232K0.0%N/A0.000%
7/10/2026 Abound Wealth Management6,920$662K0.1%-3.7%0.001%
7/10/2026 JFS Wealth Advisors LLC1,655$158K0.0%+28.5%0.000%
7/10/2026 Tema ETFs LLC20,157$1.93M0.1%+10.3%0.002%
7/10/2026 Kentucky Trust Co48,616$4.65M2.2%-0.6%0.004%
7/10/2026 City Holding Co.75,121$7.19M0.8%-3.1%0.007%
7/10/2026 Charles Schwab Trust Co2,900$278K0.0%+20.8%0.000%
7/10/2026 KMG Fiduciary Partners LLC2,184$209K0.0%-50.8%0.000%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors34,797$3.33M0.4%+2.2%0.003%
7/10/2026 Community Financial Services Group LLC1,401$133K0.0%+174.2%0.000%
7/10/2026 Constitution Capital LLC13,275$1.27M0.7%-2.9%0.001%
7/10/2026 Perkins Coie Trust Co435$42K0.0%N/A0.000%
7/10/2026 Fulton Bank N.A.26,987$2.58M0.1%+35.2%0.002%
7/10/2026 Wealthcare Advisory Partners LLC50,770$4.86M0.1%-14.1%0.005%
7/9/2026 First Bank & Trust37,464$3.59M0.5%-4.0%0.003%
7/9/2026 Shrier Wealth Management LLC5,138$492K0.2%+3.8%0.000%
7/9/2026 Revolve Wealth Partners LLC2,771$265K0.0%+9.8%0.000%
7/9/2026 Vista Investment Partners LLC2,583$247K0.1%-4.4%0.000%
7/9/2026 Ferguson Shapiro LLC3,621$347K0.1%-16.1%0.000%
7/9/2026 Sapient Capital LLC2,419$232K0.0%-55.2%0.000%
7/9/2026 World Equity Group Inc.6,176$592K0.1%+101.2%0.001%
7/9/2026 Focus Financial Network Inc.18,206$1.74M0.1%+1.0%0.002%
7/9/2026 Allied Private Wealth LLC3,029$292K0.2%N/A0.000%
7/9/2026 Wealth Science Advisors LLC2,145$205K0.1%+2,257.1%0.000%
7/9/2026 HF Advisory Group LLC44,799$4.29M1.3%+6.5%0.004%
7/9/2026 Everhart Financial Group Inc.4,003$383K0.0%+3.3%0.000%
7/9/2026 Sax Wealth Advisors LLC6,567$634K0.0%+58.5%0.001%
7/9/2026 Everpar Advisors LLC3,448$330K0.1%+20.4%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.31,656$3.03M0.1%-3.7%0.003%
7/9/2026 Breakwater Capital Group9,323$892K0.1%-4.3%0.001%
7/9/2026 Valeo Financial Advisors LLC20,147$1.93M0.0%+8.7%0.002%
7/9/2026 Worth Asset Management LLC2,094$200K0.1%N/A0.000%
7/8/2026 Gradient Investments LLC8,412$805K0.0%+66.0%0.001%
7/8/2026 Rockland Trust Co.108,723$10.41M0.4%+1.3%0.010%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,061$102K0.0%+28.0%0.000%
7/8/2026 Baring Financial LLC2,267$217K0.1%+6.4%0.000%
7/8/2026 Beacon Investment Advisory Services Inc.1,725$165K0.0%-10.6%0.000%
7/8/2026 Beacon Financial Strategies CORP1,016$97K0.0%+162.5%0.000%
7/8/2026 Trust Point Inc.13,072$1.25M0.1%+3.8%0.001%
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7/8/2026 Strategic Investment Solutions Inc. IL888$85K0.0%-28.5%0.000%
7/8/2026 TrueWealth Advisors LLC40,489$3.88M0.9%-4.1%0.004%
7/8/2026 Cooper Financial Group6,326$605K0.1%-3.6%0.001%
7/8/2026 Elmwood Wealth Management Inc.4,350$416K0.1%+3.3%0.000%
7/8/2026 Czech National Bank320,873$30.71M0.2%+7.0%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab192,080$18.38M0.2%+10.8%0.017%
7/8/2026 Assenagon Asset Management S.A.605,409$57.94M0.1%-0.6%0.054%
7/8/2026 Apella Capital LLC28,968$2.82M0.0%+9.5%0.003%
7/8/2026 55 North Private Wealth LLC3,903$374K0.1%+19.9%0.000%
7/8/2026 Evanson Financial LLC2,779$266K0.0%N/A0.000%
7/7/2026 First Citizens Financial Corp2,315$222K0.1%-17.0%0.000%
7/7/2026 Bill Few Associates Inc.5,925$567K0.1%+20.3%0.001%
7/7/2026 Mechanics Bank Trust Department21,723$2.08M0.3%-0.9%0.002%
7/7/2026 David J Yvars Group6,830$654K0.3%-1.5%0.001%
7/7/2026 Dynamic Advisor Solutions LLC89,321$8.55M0.2%-6.8%0.008%
7/7/2026 GAMMA Investing LLC30,705$2.94M0.1%+13.6%0.003%
7/7/2026 Grant Private Wealth Management Inc2,736$262K0.1%+25.1%0.000%
7/7/2026 Avior Wealth Management LLC4,351$416K0.0%-3.5%0.000%
7/7/2026 Canandaigua National Bank & Trust Co.37,115$3.55M0.3%N/A0.003%
7/7/2026 Brighton Securities CORP.2,428$232K0.1%-5.8%0.000%
7/7/2026 Grove Bank & Trust9,093$870K0.1%+8.2%0.001%
7/7/2026 Trinity Financial Advisors LLC5,493$526K0.1%-5.8%0.000%
7/7/2026 CoreCap Advisors LLC12,554$1.20M0.0%+7.9%0.001%
7/7/2026 Howard Financial Services LTD.3,308$317K0.0%N/A0.000%
7/6/2026 Bangor Savings Bank16,008$1.53M0.1%-3.4%0.001%
7/6/2026 Stableford Capital II LLC12,267$1.17M0.4%+4.3%0.001%
7/6/2026 Stonebridge Financial Group LLC38,848$3.72M0.3%+5.3%0.003%
7/6/2026 RDA Financial Network4,038$386K0.1%-82.1%0.000%
7/6/2026 Dogwood Wealth Management LLC382$37K0.0%-90.6%0.000%
7/6/2026 Trilogy Capital Inc.3,577$342K0.0%-8.4%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB69,971$6.70M0.2%-2.5%0.006%
7/2/2026 Versant Capital Management Inc5,277$505K0.0%+12.4%0.000%
7/2/2026 Cedar Mountain Advisors LLC3,460$331K0.1%+123.8%0.000%
7/2/2026 KERR FINANCIAL PLANNING Corp500$48K0.1%N/A0.000%
7/2/2026 CX Institutional21,222$2.03M0.1%-7.9%0.002%
7/2/2026 First County Bank CT 9,656$924K0.4%-1.8%0.001%
7/1/2026 Confluence Investment Management LLC1,370,593$131.18M2.0%-3.6%0.122%
7/1/2026 Trust Co of the South3,932$376K0.1%-22.3%0.000%
6/23/2026Ballast Advisors LLC702$68K0.0%N/A0.000%
6/22/2026 Sapient Capital LLC5,397$521K0.0%+74.5%0.000%
6/18/2026Pacer Advisors Inc.68,560$6.62M0.0%-30.8%0.006%
6/18/2026Southern Financial Group LLC367,879$35.51M9.9%-0.8%0.033%
6/16/2026Empowered Funds LLC66,631$6.43M0.0%+23.0%0.006%
6/10/2026FAS Wealth Partners Inc.36,109$3.49M0.2%+3.7%0.003%
6/8/2026Farmers National Bank14,260$1.38M0.3%-1.1%0.001%
6/3/2026DV Trading LLC2,500$241K0.0%N/A0.000%
6/3/2026Parallel Advisors LLC14,962$1.44M0.0%+11.1%0.001%
6/2/2026Optiver Holding B.V.2,806$271K0.0%+58.5%0.000%
6/1/2026Keel Point LLC113,671$10.97M0.7%-1.8%0.010%
5/29/2026Asset Dedication LLC910$88K0.0%-78.7%0.000%
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5/28/2026Cozad Asset Management Inc.5,318$513K0.0%+5.3%0.000%
5/27/2026Alpine Woods Capital Investors LLC69,437$6.70M1.6%+24.4%0.006%
5/27/2026Allen Capital Group LLC20,665$2.00M0.2%-15.7%0.002%
5/26/2026Glenmede Trust Co. NA92,289$8.91M0.0%+19.1%0.008%
5/22/2026Verus Capital Partners LLC2,548$246K0.0%-38.0%0.000%
5/21/2026CTC Alternative Strategies Ltd.4,603$444K1.0%N/A0.000%
5/20/2026CCM Investment Advisers LLC149,674$14.45M1.4%-8.4%0.013%
5/20/2026SHUTTLEWORTH & Co10,682$1.03M0.9%-4.8%0.001%
5/20/2026Arete Wealth Advisors LLC17,620$1.70M0.1%-7.6%0.002%
5/19/2026Western Wealth Management LLC23,582$2.28M0.1%+52.0%0.002%


SO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,417 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 2,075 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 109,187,739 shares in the last 24 months. This purchase volume represents approximately $9.97B in transactions.

Of the 1,024 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 511,313,590 shares in the last 24 months. This volume of shares sold represents approximately $44.98B in transactions.


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This page (NYSE:SO) was last updated on 7/24/2026 by MarketBeat.com Staff.
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