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Southern (SO) Institutional Ownership

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$88.18 +1.14 (+1.31%)
As of 03:46 PM Eastern
This is a fair market value 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)
1346
Total
Institutional Inflows
(last 12 months)
$9.75B
Number of
Institutional Sellers
(last 12 months)
916
Total
Institutional Outflows
(last 12 months)
$44.26B
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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
10/13/2026Perpetual Ltd2,818$234K0.0%+13.3%0.000%
10/13/2026Woodstock Corp67,326$5.58M0.4%+2.5%0.006%
10/8/2026Grove Bank & Trust16,339$1.35M0.1%+79.7%0.001%
10/7/2026Wealth Enhancement Trust Services Inc.1,317$109K0.0%+80.9%0.000%
10/6/2026Bangor Savings Bank15,873$1.32M0.1%-0.8%0.001%
10/5/2026Rockland Trust Co.106,879$8.86M0.3%-1.7%0.009%
10/1/2026 Coastline Trust Co2,656$220K0.0%-13.6%0.000%
9/23/2026QRG Capital Management Inc.139,081$13.31M0.1%+5.4%0.012%
9/23/2026Envestnet Portfolio Solutions Inc.60,081$5.75M0.0%+14.7%0.005%
9/23/2026Envestnet Asset Management Inc.2,513,008$240.52M0.0%+2.8%0.218%
9/11/2026Bullseye Investment Management LLC271$26K0.0%N/A0.000%
9/11/2026Smith Chas P & Associates PA Cpas23,388$2.24M0.1%-3.7%0.002%
9/9/2026Rench Wealth Management Inc.45,743$4.38M1.2%+0.7%0.004%
9/9/2026Core Capital Management & Research inc.15,718$1.40M0.7%N/A0.001%
9/9/2026The Manufacturers Life Insurance Company1,347,359$128.96M0.1%-2.8%0.117%
9/9/2026Sequoia Financial Advisors LLC112,262$10.75M0.1%+4.0%0.010%
9/9/2026Tidal Investments LLC53,386$5.11M0.0%-9.9%0.005%
9/9/2026Van Hulzen Asset Management LLC6,221$595K0.0%+3.5%0.001%
9/9/2026Bienville Capital Management LLC5,607$537K0.1%-11.2%0.000%
9/9/2026National Pension Service2,932,978$280.72M0.2%+1.9%0.255%
9/9/2026Engineers Gate Manager LP9,821$940K0.0%+45.5%0.001%
9/9/2026Cidel Asset Management Inc.8,659$829K0.0%+6.9%0.001%
9/9/2026Capital Analysts LLC3,591$344K0.0%+23.8%0.000%
9/9/2026SVB Wealth LLC8,927$854K0.0%-8.4%0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC36,314$3.48M0.2%+4.2%0.003%
9/9/2026NorthRock Partners LLC21,955$2.10M0.0%+9.9%0.002%
9/9/2026Integrated Wealth Concepts LLC92,556$8.86M0.1%+17.3%0.008%
9/9/2026RFG Advisory LLC112,668$10.78M0.2%+5.4%0.010%
9/9/2026NewEdge Advisors LLC1,067,217$102.14M0.3%+0.3%0.093%
9/9/2026IFP Advisors Inc35,414$3.39M0.1%+3.3%0.003%
9/9/2026Baird Financial Group Inc.298,169$28.54M0.0%-0.4%0.026%
9/9/2026Beacon Investment Advisory Services Inc.1,725$165K0.0%-10.6%0.000%
9/9/2026Stableford Capital II LLC12,267$1.17M0.4%+4.3%0.001%
9/8/2026Allworth Financial LP171,520$16.42M0.1%-27.6%0.015%
9/8/2026Arizona State Retirement System312,805$29.94M0.1%+3.7%0.027%
9/8/2026West Family Investments Inc.10,508$1.01M0.3%-1.2%0.001%
9/8/2026Waverly Advisors LLC347,945$33.30M0.2%+3.7%0.030%
9/8/2026Bank OZK44,723$4.28M1.3%+7.0%0.004%
9/8/2026Empirical Finance LLC37,799$3.62M0.1%+3.5%0.003%
9/8/2026Nykredit A S108,591$10.39M0.0%N/A0.009%
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9/4/2026Parkside Financial Bank & Trust2,884$276K0.0%+6.5%0.000%
9/2/2026Second Line Capital LLC10,754$1.03M0.2%-6.1%0.001%
9/2/2026Range Advisory LLC3,682$352K0.0%-7.3%0.000%
9/1/2026 Parrish Capital LLC15,418$1.48M1.2%-13.5%0.001%
8/27/2026Corient Private Wealth LP243,080$23.27M0.0%-3.3%0.021%
8/27/2026Tucker Asset Management LLC2,648$253K0.1%-5.6%0.000%
8/26/2026HORAN Wealth LLC2,697$258K0.0%-54.4%0.000%
8/26/2026HighTower Advisors LLC1,476,938$141.36M0.1%-2.6%0.128%
8/25/2026Groupe la Francaise3,382$324K0.0%N/A0.000%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al343,619$32.89M0.2%N/A0.030%
8/23/2026DMC Group LLC13,696$1.31M0.9%-17.8%0.001%
8/23/2026Ameritas Advisory Services LLC26,269$2.51M0.1%+197.9%0.002%
8/23/2026Wedmont Private Capital18,489$1.77M0.0%+3.2%0.002%
8/23/2026Kintra Wealth LLC8,368$776K0.0%+49.6%0.001%
8/23/2026Magnolia Wealth Management LLC3,659$350K0.2%-5.4%0.000%
8/23/2026Insight Inv LLC8,705$833K0.4%-2.4%0.001%
8/23/2026HB Wealth Management LLC210,104$20.11M0.1%+9.8%0.018%
8/23/2026Saudi Central Bank78,911$7.55M0.1%+94.2%0.007%
8/23/2026Fortitude Advisory Group L.L.C.3,272$313K0.1%-3.9%0.000%
8/23/2026Azimuth Capital Investment Management LLC104,184$9.97M0.3%-2.8%0.009%
8/22/2026Compass Financial Management LLC5,033$475K0.1%N/A0.000%
8/22/2026NBH Bank8,114$777K0.3%N/A0.001%
8/22/2026Gainline Financial Partners LLC5,464$523K0.5%N/A0.000%
8/22/2026William John Sempolinski2,488$238K0.1%N/A0.000%
8/22/2026Tenet Wealth Partners LLC3,708$358K0.3%N/A0.000%
8/22/2026Markowski Investments12,869$1.23M0.3%N/A0.001%
8/22/2026Old Mission Investment Co LLC2,768$265K0.1%N/A0.000%
8/22/2026Highland Investment Advisors LLC894$86K0.0%N/A0.000%
8/22/2026Valued Retirements Inc.5,002$479K0.4%-7.9%0.000%
8/22/2026Investor s Fiduciary Advisor Network LLC14,397$1.38M0.5%-17.1%0.001%
8/22/2026Tudor Financial Inc.2,301$220K0.1%+70.3%0.000%
8/22/2026LifePlan Investment Advisors Inc.2,646$253K0.1%+9.6%0.000%
8/22/2026ZEGA Investments LLC4,581$438K0.0%N/A0.000%
8/22/2026Sapient Capital LLC2,419$232K0.0%-55.2%0.000%
8/22/2026Rogco LP10,115$968K0.3%-1.8%0.001%
8/22/2026Syon Capital LLC14,161$1.36M0.1%+34.6%0.001%
8/22/2026TD Waterhouse Canada Inc.84,741$8.07M0.0%+2.6%0.007%
8/22/2026Premier Path Wealth Partners LLC5,875$562K0.1%+7.9%0.001%
8/22/2026Concurrent Investment Advisors LLC115,357$11.04M0.1%+5.6%0.010%
8/22/2026NEOS Investment Management LLC180,235$17.25M0.1%+12.5%0.016%
8/22/2026Allen Mooney & Barnes Investment Advisors LLC19,624$1.88M0.3%-24.6%0.002%
8/21/2026AXQ Capital LP5,095$488K0.1%-48.9%0.000%
8/21/2026iSAM Funds UK Ltd10,100$967K0.7%-59.3%0.001%
8/21/2026Athena Investment Management2,208$211K0.1%-10.2%0.000%
8/21/2026Paragon Private Wealth Management LLC8,121$777K0.2%+23.4%0.001%
8/21/2026Outfitters Financial LLC12,900$1.24M0.9%+30.4%0.001%
8/21/2026Continuum Advisory LLC3,658$350K0.0%+19.2%0.000%
8/21/2026Nykredit A S108,591$10.39M0.0%N/A0.009%
8/21/2026Robbins Farley42,424$4.06M1.6%+5.4%0.004%
8/21/2026B. Metzler seel. Sohn & Co. AG25,656$2.46M0.0%+9.9%0.002%
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8/21/2026Coppell Advisory Solutions LLC6,860$657K0.1%N/A0.001%
8/21/2026PFG Private Wealth Management LLC3,895$373K0.2%+5.4%0.000%
8/21/2026SkyOak Wealth LLC3,031$290K0.0%-7.2%0.000%
8/21/2026XML Financial LLC13,443$1.29M0.1%-14.4%0.001%
8/21/2026 First Citizens Financial Corp2,315$222K0.1%-17.0%0.000%
8/21/2026Symphony Financial Ltd. Co.13,946$1.35M0.2%+12.9%0.001%
8/21/2026Secure Asset Management LLC2,860$274K0.0%-36.5%0.000%
8/21/2026Murphy Middleton Hinkle & Parker Inc.31,624$3.03M1.2%+0.5%0.003%
8/21/2026Legacy Financial Advisors Inc.6,387$611K0.1%+11.4%0.001%
8/20/2026First PREMIER Bank71,467$6.84M1.0%-7.7%0.006%


SO Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,430 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 2,081 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 105,641,007 shares in the last 24 months. This purchase volume represents approximately $9.75B in transactions.

Of the 916 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 503,524,932 shares in the last 24 months. This volume of shares sold represents approximately $44.26B in transactions.


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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 10/13/2026. New 13F filings are added each quarter as they're published.
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