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Southern (SO) Institutional Ownership

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$97.84 -0.14 (-0.14%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$97.67 -0.17 (-0.18%)
As of 07/2/2026 07:56 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)
1481
Total
Institutional Inflows
(last 12 months)
$10.10B
Number of
Institutional Sellers
(last 12 months)
1085
Total
Institutional Outflows
(last 12 months)
$45.01B
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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
7/2/2026 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%
6/22/2026Sapient 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%
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%
5/19/2026Mascagni Wealth Management Inc.2,186$211K0.2%N/A0.000%
5/19/2026Orographic Financial Advisors LLC8,727$842K0.6%N/A0.001%
5/19/2026Paragon Private Wealth Management LLC6,583$635K0.2%+14.9%0.001%
5/19/2026Bank of America Corp DE8,380,592$808.90M0.1%+4.9%0.743%
5/19/2026Edgestream Partners L.P.100,794$9.73M0.3%+1,790.4%0.009%
5/19/2026Kentucky Retirement Systems72,798$7.03M0.2%+5.2%0.006%
5/19/2026Janus Henderson Group PLC1,713,552$165.39M0.1%+2,111.0%0.152%
5/19/2026Centaurus Financial Inc.37,474$3.62M0.2%+3.1%0.003%
5/19/2026Strategic Investment Advisors MI4,537$438K0.0%N/A0.000%
5/19/2026Arkadios Wealth Advisors202,443$19.54M0.3%+31.3%0.018%
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5/19/2026Claris Financial LLC4,644$448K0.2%-3.8%0.000%
5/19/2026Altshuler Shaham Ltd19,643$1.90M0.0%+13.8%0.002%
5/19/2026Arete Wealth Advisors LLC17,620$1.70M0.1%-7.6%0.002%
5/18/2026Sunbelt Securities Inc.4,211$406K0.0%+18.6%0.000%
5/18/2026EverSource Wealth Advisors LLC53,971$5.21M0.2%+66.6%0.005%
5/18/2026California State Teachers Retirement System1,276,908$123.25M0.1%-3.0%0.113%
5/18/2026Resources Management Corp CT ADV10,948$1.06M0.1%-2.8%0.001%
5/18/2026Resolution Capital Ltd11,400$1.10M0.0%-80.8%0.001%
5/18/2026Rithm Capital Corp.11,500$1.11M1.6%+130.0%0.001%
5/18/2026Empowered Funds LLC66,631$6.43M0.0%+23.0%0.006%
5/18/2026Energy Income Partners LLC1,716,842$165.71M2.7%-4.1%0.152%
5/16/2026The Manufacturers Life Insurance Company 1,386,221$133.80M0.1%+1.0%0.123%
5/16/2026KCM Investment Advisors LLC34,328$3.31M0.1%+0.3%0.003%
5/16/2026Infrastructure Capital Advisors LLC3,305$319K0.0%-61.6%0.000%
5/16/2026Glen Eagle Advisors LLC13,566$1.31M0.2%-1.3%0.001%
5/16/2026Excelsior Advisor Network LLC20,176$1.95M0.7%+31.4%0.002%
5/16/2026Quantinno Capital Management LP459,563$44.36M0.1%+35.5%0.041%
5/16/2026Soroban Capital Partners LP2,375,511$229.28M0.4%-61.0%0.211%
5/16/2026Lazard Asset Management LLC9,090$877K0.0%-99.9%0.001%
5/15/2026Gateway Wealth Partners LLC35,564$3.43M0.1%+135.6%0.003%
5/15/2026Weiss Asset Management LP131,300$12.67M0.2%-60.5%0.012%
5/15/2026Delta Global Management LP25,792$2.49M0.2%-5.0%0.002%
5/15/2026Cypress Capital Group5,183$500K0.1%+19.3%0.000%
5/15/2026OMERS ADMINISTRATION Corp50,628$4.89M0.0%+29.2%0.004%
5/15/2026Van Diest Capital LLC3,066$296K0.2%+15.9%0.000%
5/15/2026Waverly Advisors LLC335,427$32.38M0.2%+0.3%0.030%
5/15/2026Wealth Alliance LLC7,695$743K0.1%-5.0%0.001%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund69,159$6.68M0.0%+58.9%0.006%
5/14/2026Dai ichi Life Insurance Company Ltd153,099$14.78M0.4%-7.6%0.014%
5/14/2026Renaissance Technologies LLC431,600$41.66M0.1%-71.5%0.038%
5/14/2026Bollard Group LLC340,141$32.83M1.0%+5.6%0.030%
5/14/2026Gabelli Funds LLC397,602$38.38M0.3%-0.2%0.035%
5/14/2026Hilltop Holdings Inc.23,283$2.25M0.2%-22.7%0.002%
5/14/2026GC Wealth Management RIA LLC11,385$1.10M0.0%+13.8%0.001%
5/14/2026Public Employees Retirement System of Ohio446,060$43.05M0.1%+0.3%0.040%
5/14/2026FCA Corp TX15,613$1.51M0.4%+6.8%0.001%
5/14/2026Compound Planning Inc.23,390$2.26M0.1%-0.7%0.002%
5/14/2026Klingman & Associates LLC5,073$490K0.0%-3.1%0.000%
5/14/2026Modern Wealth Management LLC22,409$2.17M0.0%+4.7%0.002%
5/14/2026Keebeck Wealth Management7,398$714K0.1%+23.3%0.001%
5/14/2026Arrowstreet Capital Limited Partnership559,876$54.04M0.0%+390.2%0.050%
5/14/2026Wills Financial Group LLC44,711$4.16M1.7%-0.7%0.004%
5/14/2026Liberty One Investment Management LLC304,312$29.37M3.0%+13.6%0.027%
5/14/2026Aspen Grove Capital LLC3,334$322K0.1%+5.5%0.000%
5/14/2026Bank of Nova Scotia198,404$19.15M0.0%+10.9%0.018%
5/14/2026Dickmeyer Boyce Financial Management Inc.7,740$747K0.4%N/A0.001%
5/14/2026Sei Investments Co.533,959$51.54M0.0%+28.1%0.047%
5/14/2026Alamar Capital Management LLC2,298$222K0.1%N/A0.000%
5/14/2026Lido Advisors LLC104,003$10.04M0.0%+8.0%0.009%
5/13/2026Cetera Investment Advisers798,489$77.07M0.1%+4.4%0.071%
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5/13/2026Envision Financial Transparency LLC3,995$386K0.4%N/A0.000%
5/13/2026Wealthspire Retirement LLC3,829$370K0.0%-20.9%0.000%
5/13/2026Aureus Asset Management LLC4,463$431K0.0%N/A0.000%
5/13/2026Signature Equity Partners LLC3,297$318K0.2%+14.2%0.000%
5/13/2026NewEdge Wealth LLC10,307$995K0.0%-41.6%0.001%
5/13/2026Wiregrass Investment Management LLC10,977$1.06M0.9%+4.0%0.001%
5/13/2026First Citizens Bank & Trust Co.44,711$4.32M0.1%+5.3%0.004%
5/13/2026CI Investments Inc.47,294$4.57M0.0%+69.5%0.004%
5/13/2026First Trust Advisors LP742,958$71.71M0.1%-9.4%0.066%
5/12/2026Magellan Asset Management Ltd545,545$52.66M0.7%+21.1%0.048%


SO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,422 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 2,085 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 110,551,189 shares in the last 24 months. This purchase volume represents approximately $10.10B in transactions.

Of the 1,085 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 511,704,147 shares in the last 24 months. This volume of shares sold represents approximately $45.01B in transactions.


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This page (NYSE:SO) was last updated on 7/4/2026 by MarketBeat.com Staff.
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