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Southern (SO) Institutional Ownership

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$83.71 -1.44 (-1.69%)
As of 01:35 PM 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)
1369
Total
Institutional Inflows
(last 12 months)
$9.76B
Number of
Institutional Sellers
(last 12 months)
929
Total
Institutional Outflows
(last 12 months)
$44.35B
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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
9/11/2026 Bullseye Investment Management LLC271$26K0.0%N/A0.000%
9/11/2026 Smith Chas P & Associates PA Cpas23,388$2.24M0.1%-3.7%0.002%
9/9/2026 Rench Wealth Management Inc.45,743$4.38M1.2%+0.7%0.004%
9/9/2026 Core Capital Management & Research inc.15,718$1.40M0.7%N/A0.001%
9/9/2026 The Manufacturers Life Insurance Company1,347,359$128.96M0.1%-2.8%0.117%
9/9/2026 Sequoia Financial Advisors LLC112,262$10.75M0.1%+4.0%0.010%
9/9/2026 Tidal Investments LLC53,386$5.11M0.0%-9.9%0.005%
9/9/2026 Van Hulzen Asset Management LLC6,221$595K0.0%+3.5%0.001%
9/9/2026 Bienville Capital Management LLC5,607$537K0.1%-11.2%0.000%
9/9/2026 National Pension Service2,932,978$280.72M0.2%+1.9%0.255%
9/9/2026 Engineers Gate Manager LP9,821$940K0.0%+45.5%0.001%
9/9/2026 Cidel Asset Management Inc.8,659$829K0.0%+6.9%0.001%
9/9/2026 Capital Analysts LLC3,591$344K0.0%+23.8%0.000%
9/9/2026 SVB Wealth LLC8,927$854K0.0%-8.4%0.001%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC36,314$3.48M0.2%+4.2%0.003%
9/9/2026 NorthRock Partners LLC21,955$2.10M0.0%+9.9%0.002%
9/9/2026 Integrated Wealth Concepts LLC92,556$8.86M0.1%+17.3%0.008%
9/9/2026 RFG Advisory LLC112,668$10.78M0.2%+5.4%0.010%
9/9/2026 NewEdge Advisors LLC1,067,217$102.14M0.3%+0.3%0.093%
9/9/2026 IFP Advisors Inc35,414$3.39M0.1%+3.3%0.003%
9/9/2026 Baird Financial Group Inc.298,169$28.54M0.0%-0.4%0.026%
9/9/2026 Beacon Investment Advisory Services Inc.1,725$165K0.0%-10.6%0.000%
9/9/2026 Stableford Capital II LLC12,267$1.17M0.4%+4.3%0.001%
9/8/2026 Allworth Financial LP171,520$16.42M0.1%-27.6%0.015%
9/8/2026 Arizona State Retirement System312,805$29.94M0.1%+3.7%0.027%
9/8/2026 West Family Investments Inc.10,508$1.01M0.3%-1.2%0.001%
9/8/2026 Waverly Advisors LLC347,945$33.30M0.2%+3.7%0.030%
9/8/2026 Bank OZK44,723$4.28M1.3%+7.0%0.004%
9/8/2026 Empirical Finance LLC37,799$3.62M0.1%+3.5%0.003%
9/8/2026 Nykredit A S108,591$10.39M0.0%N/A0.009%
9/4/2026 Parkside Financial Bank & Trust2,884$276K0.0%+6.5%0.000%
9/2/2026 Second Line Capital LLC10,754$1.03M0.2%-6.1%0.001%
9/2/2026 Range Advisory LLC3,682$352K0.0%-7.3%0.000%
9/1/2026 Parrish Capital LLC15,418$1.48M1.2%-13.5%0.001%
8/27/2026 Corient Private Wealth LP243,080$23.27M0.0%-3.3%0.021%
8/27/2026 Tucker Asset Management LLC2,648$253K0.1%-5.6%0.000%
8/26/2026 HORAN Wealth LLC2,697$258K0.0%-54.4%0.000%
8/26/2026 HighTower Advisors LLC1,476,938$141.36M0.1%-2.6%0.128%
8/25/2026 Groupe la Francaise3,382$324K0.0%N/A0.000%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al343,619$32.89M0.2%N/A0.030%
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8/23/2026 DMC Group LLC13,696$1.31M0.9%-17.8%0.001%
8/23/2026 Ameritas Advisory Services LLC26,269$2.51M0.1%+197.9%0.002%
8/23/2026 Wedmont Private Capital18,489$1.77M0.0%+3.2%0.002%
8/23/2026 Kintra Wealth LLC8,368$776K0.0%+49.6%0.001%
8/23/2026 Magnolia Wealth Management LLC3,659$350K0.2%-5.4%0.000%
8/23/2026 Insight Inv LLC8,705$833K0.4%-2.4%0.001%
8/23/2026 HB Wealth Management LLC210,104$20.11M0.1%+9.8%0.018%
8/23/2026 Saudi Central Bank78,911$7.55M0.1%+94.2%0.007%
8/23/2026 Fortitude Advisory Group L.L.C.3,272$313K0.1%-3.9%0.000%
8/23/2026 Azimuth Capital Investment Management LLC104,184$9.97M0.3%-2.8%0.009%
8/22/2026 Compass Financial Management LLC5,033$475K0.1%N/A0.000%
8/22/2026 NBH Bank8,114$777K0.3%N/A0.001%
8/22/2026 Gainline Financial Partners LLC5,464$523K0.5%N/A0.000%
8/22/2026 William John Sempolinski2,488$238K0.1%N/A0.000%
8/22/2026 Tenet Wealth Partners LLC3,708$358K0.3%N/A0.000%
8/22/2026 Markowski Investments12,869$1.23M0.3%N/A0.001%
8/22/2026 Old Mission Investment Co LLC2,768$265K0.1%N/A0.000%
8/22/2026 Highland Investment Advisors LLC894$86K0.0%N/A0.000%
8/22/2026 Valued Retirements Inc.5,002$479K0.4%-7.9%0.000%
8/22/2026 Investor s Fiduciary Advisor Network LLC14,397$1.38M0.5%-17.1%0.001%
8/22/2026 Tudor Financial Inc.2,301$220K0.1%+70.3%0.000%
8/22/2026 LifePlan Investment Advisors Inc.2,646$253K0.1%+9.6%0.000%
8/22/2026 ZEGA Investments LLC4,581$438K0.0%N/A0.000%
8/22/2026 Sapient Capital LLC2,419$232K0.0%-55.2%0.000%
8/22/2026 Rogco LP10,115$968K0.3%-1.8%0.001%
8/22/2026 Syon Capital LLC14,161$1.36M0.1%+34.6%0.001%
8/22/2026 TD Waterhouse Canada Inc.84,741$8.07M0.0%+2.6%0.007%
8/22/2026 Premier Path Wealth Partners LLC5,875$562K0.1%+7.9%0.001%
8/22/2026 Concurrent Investment Advisors LLC115,357$11.04M0.1%+5.6%0.010%
8/22/2026 NEOS Investment Management LLC180,235$17.25M0.1%+12.5%0.016%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC19,624$1.88M0.3%-24.6%0.002%
8/21/2026 AXQ Capital LP5,095$488K0.1%-48.9%0.000%
8/21/2026 iSAM Funds UK Ltd10,100$967K0.7%-59.3%0.001%
8/21/2026 Athena Investment Management2,208$211K0.1%-10.2%0.000%
8/21/2026 Paragon Private Wealth Management LLC8,121$777K0.2%+23.4%0.001%
8/21/2026 Outfitters Financial LLC12,900$1.24M0.9%+30.4%0.001%
8/21/2026 Continuum Advisory LLC3,658$350K0.0%+19.2%0.000%
8/21/2026 Nykredit A S108,591$10.39M0.0%N/A0.009%
8/21/2026 Robbins Farley42,424$4.06M1.6%+5.4%0.004%
8/21/2026 B. Metzler seel. Sohn & Co. AG25,656$2.46M0.0%+9.9%0.002%
8/21/2026 Coppell Advisory Solutions LLC6,860$657K0.1%N/A0.001%
8/21/2026 PFG Private Wealth Management LLC3,895$373K0.2%+5.4%0.000%
8/21/2026 SkyOak Wealth LLC3,031$290K0.0%-7.2%0.000%
8/21/2026 XML Financial LLC13,443$1.29M0.1%-14.4%0.001%
8/21/2026 First Citizens Financial Corp2,315$222K0.1%-17.0%0.000%
8/21/2026 Symphony Financial Ltd. Co.13,946$1.35M0.2%+12.9%0.001%
8/21/2026 Secure Asset Management LLC2,860$274K0.0%-36.5%0.000%
8/21/2026 Murphy Middleton Hinkle & Parker Inc.31,624$3.03M1.2%+0.5%0.003%
8/21/2026 Legacy Financial Advisors Inc.6,387$611K0.1%+11.4%0.001%
8/20/2026 First PREMIER Bank71,467$6.84M1.0%-7.7%0.006%
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8/20/2026 Proficio Capital Partners LLC3,977$381K0.0%N/A0.000%
8/20/2026 Community Bank & Trust Waco Texas66,124$6.33M1.1%-2.0%0.006%
8/20/2026 Nwam LLC10,766$1.03M0.1%-2.1%0.001%
8/20/2026 Gill Capital Partners LLC376$36K0.0%+101.1%0.000%
8/20/2026 Clifford Swan Investment Counsel LLC9,973$955K0.0%-8.1%0.001%
8/20/2026 Rehmann Capital Advisory Group12,591$1.21M0.1%+1.0%0.001%
8/20/2026 Ancora Advisors LLC9,617$920K0.0%-12.4%0.001%
8/20/2026 Two Sigma Securities LLC15,351$1.47M0.1%N/A0.001%
8/20/2026 Benjamin Edwards Inc.202,906$19.42M0.2%+1.4%0.018%
8/20/2026 GTS Securities LLC2,828$271K0.0%-80.3%0.000%


SO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,440 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 2,094 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), Legal & General Group Plc ($7.99M), Vanguard Group Inc. ($5.97M), Nuveen LLC ($5.64M), and Price T Rowe Associates Inc. MD ($5.44M).

Institutional investors have bought a total of 105,734,635 shares in the last 24 months. This purchase volume represents approximately $9.76B in transactions.

Of the 929 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 ($59.07M), 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 504,500,703 shares in the last 24 months. This volume of shares sold represents approximately $44.35B 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 9/11/2026. New 13F filings are added each quarter as they're published.
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