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Southern (SO) Institutional Ownership

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$92.60 -0.66 (-0.71%)
Closing price 03:59 PM Eastern
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$92.18 -0.42 (-0.45%)
As of 07:50 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)
1437
Total
Institutional Inflows
(last 12 months)
$7.03B
Number of
Institutional Sellers
(last 12 months)
996
Total
Institutional Outflows
(last 12 months)
$6.38B
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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
7/11/2025TCV Trust & Wealth Management Inc.6,268$576K0.1%-2.4%0.001%
7/11/2025IFM Investors Pty Ltd258,169$23.71M0.2%+7.0%0.023%
7/10/2025Sky Investment Group LLC80,374$7.38M1.3%-2.4%0.007%
7/10/2025Oliver Lagore Vanvalin Investment Group5,025$462K0.2%N/A0.000%
7/10/2025Stolper Co24,471$2.25M0.7%-0.7%0.002%
7/10/2025Western Pacific Wealth Management LP665$61K0.1%-25.1%0.000%
7/10/2025Trust Point Inc.10,640$977K0.1%+14.8%0.001%
7/10/2025Burns J W & Co. Inc. NY16,857$1.55M0.2%-2.2%0.002%
7/10/2025YHB Investment Advisors Inc.9,468$869K0.1%+2.1%0.001%
7/10/2025HF Advisory Group LLC29,473$2.71M1.1%+17.1%0.003%
7/10/2025Rockland Trust Co.116,850$10.73M0.5%-1.8%0.011%
7/10/2025ARS Wealth Advisors Group LLC100,186$9.20M1.1%+1.4%0.009%
7/10/2025Ferguson Wellman Capital Management Inc.2,535$233K0.0%-47.6%0.000%
7/10/2025Exchange Traded Concepts LLC302,992$27.82M0.3%+2.8%0.028%
7/10/2025Marshall Financial Group LLC31,536$2.89M0.6%+2.8%0.003%
7/10/2025Fulton Bank N.A.25,580$2.35M0.1%-13.7%0.002%
7/10/2025NorthCrest Asset Manangement LLC9,099$833K0.0%+8.3%0.001%
7/10/2025Strathmore Capital Advisors Inc.3,255$299K0.1%N/A0.000%
7/10/2025Bath Savings Trust Co5,675$521K0.1%-20.9%0.001%
7/10/2025High Net Worth Advisory Group LLC15,700$1.44M0.4%-1.2%0.001%
7/10/2025Wedmont Private Capital19,086$1.76M0.1%+11.9%0.002%
7/10/2025Tompkins Financial Corp555$51K0.0%-77.4%0.000%
7/10/2025Swedbank AB52,275$4.80M0.0%+19.5%0.005%
7/10/2025Secure Asset Management LLC9,563$878K0.2%-2.1%0.001%
7/10/2025Baader Bank Aktiengesellschaft4,384$400K0.0%+44.2%0.000%
7/10/2025Farmers & Merchants Trust Co of Chambersburg PA25,863$2.38M0.7%+3.1%0.002%
7/10/2025Sumitomo Mitsui DS Asset Management Company Ltd158,859$14.59M0.1%+2.6%0.014%
7/10/2025Signal Advisors Wealth LLC7,992$734K0.1%+106.0%0.001%
7/10/2025Focus Financial Network Inc.16,439$1.51M0.1%+3.3%0.001%
7/10/2025Sovran Advisors LLC3,771$344K0.0%-9.3%0.000%
7/9/2025 Sawyer & Company Inc1,449$133K0.1%-21.2%0.000%
7/9/2025 Dynamic Advisor Solutions LLC92,413$8.49M0.3%+2.6%0.008%
7/9/2025 Lineweaver Wealth Advisors LLC20,154$1.85M0.3%+10.1%0.002%
7/9/2025 Sunpointe LLC2,448$225K0.1%-13.1%0.000%
7/9/2025 Procyon Advisors LLC8,896$817K0.1%-9.7%0.001%
7/9/2025 Graves Light Lenhart Wealth Inc.8,436$775K0.1%-10.4%0.001%
7/9/2025 Mirador Capital Partners LP6,320$580K0.1%+6.3%0.001%
7/9/2025 Gateway Investment Advisers LLC2,659$244K0.0%-8.5%0.000%
7/9/2025 Baron Wealth Management LLC3,174$291K0.1%+13.8%0.000%
7/9/2025 Goelzer Investment Management Inc.58,599$5.38M0.3%-1.3%0.005%
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7/9/2025 Lbmc Investment Advisors LLC29,269$2.69M0.2%-7.0%0.003%
7/9/2025 Aaron Wealth Advisors LLC6,200$569K0.1%-1.9%0.001%
7/9/2025 Thrive Wealth Management LLC6,456$593K0.1%+5.2%0.001%
7/9/2025 Berkshire Bank2,915$268K0.1%-6.5%0.000%
7/9/2025 Fiduciary Alliance LLC27,024$2.48M0.2%+2.0%0.002%
7/9/2025 First Bank & Trust46,783$4.30M0.8%-2.2%0.004%
7/9/2025 Bank of New Hampshire4,932$453K0.1%+49.8%0.000%
7/9/2025 Searcy Financial Services Inc. ADV2,794$257K0.1%-7.4%0.000%
7/9/2025 Byrne Asset Management LLC3,975$365K0.2%-4.8%0.000%
7/9/2025 Veracity Capital LLC4,940$454K0.2%-3.3%0.000%
7/9/2025 Key Client Fiduciary Advisors LLC4,376$402K0.2%-9.6%0.000%
7/9/2025 Beacon Financial Group7,373$677K0.1%-9.6%0.001%
7/9/2025 Reyes Financial Architecture Inc.534$49K0.0%+1,953.8%0.000%
7/9/2025 Czech National Bank268,648$24.67M0.2%+6.8%0.024%
7/9/2025 MassMutual Private Wealth & Trust FSB78,730$7.23M0.2%-1.5%0.007%
7/8/2025 Little House Capital LLC26,312$2.42M0.6%-7.0%0.002%
7/8/2025 Northstar Advisory Group LLC7,575$696K0.3%-1.8%0.001%
7/8/2025 Dover Advisors LLC2,911$267K0.1%-7.6%0.000%
7/8/2025 Arlington Trust Co LLC5,645$518K0.1%-5.2%0.001%
7/8/2025 Davis Investment Partners LLC3,153$291K0.1%-40.4%0.000%
7/8/2025 Braun Bostich & Associates Inc.2,624$241K0.2%+13.6%0.000%
7/8/2025 Rise Advisors LLC4,954$455K0.2%-2.3%0.000%
7/8/2025 Atlas Brown Inc.5,554$510K0.2%-10.1%0.001%
7/8/2025 Advance Capital Management Inc.2,257$207K0.0%-9.3%0.000%
7/8/2025 Canandaigua National Bank & Trust Co.41,546$3.82M0.4%+2.7%0.004%
7/8/2025 Goldstone Financial Group LLC7,145$654K0.1%+11.5%0.001%
7/8/2025 NBC Securities Inc.21,272$1.95M0.2%+2.1%0.002%
7/8/2025 S.E.E.D. Planning Group LLC23,752$2.18M0.7%-0.6%0.002%
7/8/2025 Cultivar Capital Inc.2,795$257K0.2%N/A0.000%
7/8/2025 Parallel Advisors LLC14,079$1.29M0.0%+6.0%0.001%
7/7/2025 Investors Research Corp5,623$516K0.1%+1,982.6%0.001%
7/7/2025 Capital Asset Advisory Services LLC4,383$405K0.0%-22.3%0.000%
7/7/2025 Wesbanco Bank Inc.54,012$4.96M0.1%+5.1%0.005%
7/7/2025 Good Steward Wealth Advisors LLC5,415$497K0.4%-17.5%0.000%
7/7/2025 Greenfield Savings Bank2,381$219K0.1%-4.8%0.000%
7/7/2025 Ables Iannone Moore & Associates Inc.10,724$985K0.6%-4.4%0.001%
7/7/2025 Bangor Savings Bank21,133$1.94M0.2%+3.5%0.002%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.2,026$186K0.0%+37.0%0.000%
7/7/2025 Salem Investment Counselors Inc.9,000$827K0.0%-1.5%0.001%
7/7/2025 RB Capital Management LLC4,600$422K0.1%-2.7%0.000%
7/7/2025 RDA Financial Network21,302$1.96M0.5%+2.0%0.002%
7/3/2025 TrueWealth Advisors LLC43,346$3.98M1.2%+4.0%0.004%
7/2/2025 HBW Advisory Services LLC11,201$1.03M0.1%+14.3%0.001%
7/2/2025 First Financial Bank Trust Division2,351$216K0.0%-4.6%0.000%
7/1/2025 Confluence Investment Management LLC1,579,454$145.04M2.0%-1.5%0.144%
7/1/2025 Bush Investment Group LLC11,085$1.02M0.7%-5.5%0.001%
7/1/2025 Cullen Investment Group LTD.79,392$7.29M1.0%+16.4%0.007%
6/23/2025Swedbank AB43,739$4.02M0.0%N/A0.004%
6/10/2025Birchbrook Inc.632$58K0.0%-38.8%0.000%
6/2/2025Modern Wealth Management LLC7,393$680K0.0%-17.4%0.001%
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5/28/2025Birmingham Capital Management Co. Inc. AL46,425$4.27M1.6%-4.8%0.004%
5/28/2025Strs Ohio322,545$29.66M0.1%N/A0.029%
5/28/2025Wealth Management Associates Inc.4,793$441K0.2%-13.2%0.000%
5/27/2025Jacobi Capital Management LLC28,452$2.62M0.2%+2.6%0.003%
5/27/2025Advisors Capital Management LLC289,626$26.63M0.4%+9.3%0.026%
5/23/2025SWAN Capital LLC18,525$1.70M0.8%+0.8%0.002%
5/22/2025Rollins Financial Advisors LLC18,509$1.70M0.3%+4.1%0.002%
5/21/2025MBL Wealth LLC5,061$465K0.0%N/A0.000%
5/21/2025Acadian Asset Management LLC909$83K0.0%-77.5%0.000%
5/21/2025Geneos Wealth Management Inc.20,800$1.91M0.1%+3.5%0.002%
(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, 2,231 institutional investors and hedge funds held shares of Southern. The most heavily invested institutionals were Vanguard Group Inc. ($9.58B), BlackRock Inc. ($5.49B), State Street Corp ($4.40B), FMR LLC ($2.52B), Capital International Investors ($2.24B), Geode Capital Management LLC ($2.06B), and Massachusetts Financial Services Co. MA ($1.95B).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 1,875 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 ($19.30M), Capital International Investors ($18.84M), Mizuho Securities USA LLC ($14.56M), Nuveen LLC ($5.55M), Raymond James Financial Inc. ($3.83M), Marshall Wace LLP ($3.31M), and Vanguard Group Inc. ($2.99M).

How much institutional buying is happening at Southern?

Institutional investors have bought a total of 81,819,070 shares in the last 24 months. This purchase volume represents approximately $7.08B in transactions.

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

Of the 994 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 ($8.00M), Invesco Ltd. ($7.90M), Massachusetts Financial Services Co. MA ($5.14M), 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 74,416,094 shares in the last 24 months. This volume of shares sold represents approximately $6.38B in transactions.


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This page (NYSE:SO) was last updated on 7/11/2025 by MarketBeat.com Staff
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