Southern (SO) Institutional Ownership

$77.63
+0.68 (+0.88%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for Southern (NYSE:SO)

Current
Institutional Ownership
Percentage
64.10%
Number of
Institutional Buyers
(last 12 months)
1084
Total
Institutional Inflows
(last 12 months)
$5.63B
Number of
Institutional Sellers
(last 12 months)
895
Total
Institutional Outflows
(last 12 months)
$3.23B
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SO Institutional Buying and Selling by Quarter

Southern Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Baltimore Washington Financial Advisors Inc.79,161$5.68M0.4%+5.9%0.007%
5/8/2024Bleakley Financial Group LLC23,399$1.68M0.0%-3.9%0.002%
5/8/2024Heritage Wealth Advisors2,526$181K0.0%-59.3%0.000%
5/8/2024ProShare Advisors LLC144,106$10.34M0.0%-1.6%0.013%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS2,186,037$156.83M1.1%+6.6%0.200%
5/8/2024Avantax Advisory Services Inc.86,063$6.17M0.1%-2.6%0.008%
5/8/2024US Bancorp DE435,027$31.21M0.0%-0.9%0.040%
5/8/2024Qsemble Capital Management LP5,548$398K0.1%-62.9%0.001%
5/8/2024QRG Capital Management Inc.89,558$6.43M0.1%-6.2%0.008%
5/8/2024Verus Financial Partners Inc.5,950$427K0.1%-4.2%0.001%
5/8/2024Thoroughbred Financial Services LLC5,736$411K0.0%-41.1%0.001%
5/7/2024Capital Square LLC25,279$1.81M1.3%+3.2%0.002%
5/7/2024Meeder Advisory Services Inc.14,900$1.07M0.1%-7.4%0.001%
5/7/2024NorthRock Partners LLC8,295$595K0.1%-13.8%0.001%
5/7/2024Abbrea Capital LLC18,627$1.34M0.2%-2.1%0.002%
5/7/2024Sei Investments Co.634,976$45.55M0.1%-11.8%0.058%
5/7/2024GW Henssler & Associates Ltd.356,227$25.56M1.5%-0.3%0.033%
5/7/2024Concurrent Investment Advisors LLC50,010$3.59M0.1%-2.6%0.005%
5/7/2024Significant Wealth Partners LLC8,980$644K0.4%+171.4%0.001%
5/7/2024Atomi Financial Group Inc.16,213$1.16M0.1%+100.5%0.001%
5/7/2024Montag A & Associates Inc.51,541$3.70M0.2%-17.3%0.005%
5/7/2024TCI Wealth Advisors Inc.4,492$322K0.0%-4.5%0.000%
5/7/2024Susquehanna Fundamental Investments LLC22,400$1.61M0.1%N/A0.002%
5/7/2024Keating Investment Counselors Inc.2,843$204K0.1%N/A0.000%
5/7/2024Susquehanna Portfolio Strategies LLC259,550$18.62M0.4%-35.8%0.024%
5/7/2024KCM Investment Advisors LLC34,038$2.44M0.1%+2.8%0.003%
5/7/2024Swiss National Bank3,266,100$234.31M0.2%-4.2%0.298%
5/7/2024NTV Asset Management LLC22,704$1.63M0.2%-4.5%0.002%
5/7/2024Reaves W H & Co. Inc.866,668$62.18M2.2%-1.2%0.079%
5/7/2024Forsta AP Fonden234,300$16.81M0.1%-6.9%0.021%
5/7/2024Hyman Charles D448,632$32.19M1.8%+0.3%0.041%
5/7/2024Illinois Municipal Retirement Fund222,600$15.97M0.2%+491.9%0.020%
5/7/2024Benedetti & Gucer Inc.3,502$251K0.1%-28.5%0.000%
5/7/2024Aull & Monroe Investment Management Corp88,481$6.35M2.9%-1.0%0.008%
5/7/2024Oppenheimer Asset Management Inc.5,192$372K0.0%-9.3%0.000%
5/7/2024Oppenheimer & Co. Inc.67,305$4.83M0.1%-9.6%0.006%
5/7/2024Prospera Private Wealth LLC17,791$1.28M0.9%-1.6%0.002%
5/7/2024Brooklyn Investment Group9,242$657K0.3%-6.3%0.001%
5/7/2024 Hilltop National Bank19,214$1.38M0.5%N/A0.002%
5/7/2024 Wealthspire Advisors LLC19,144$1.37M0.0%-38.5%0.002%
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5/7/2024 Retirement Planning Co of New England Inc.14,610$1.05M0.6%-15.1%0.001%
5/7/2024 Mystic Asset Management Inc.19,556$1.40M0.6%+5.9%0.002%
5/7/2024 SG Americas Securities LLC151,061$10.84M0.1%-18.8%0.014%
5/7/2024 Metis Global Partners LLC64,480$4.63M0.2%+1.5%0.006%
5/7/2024 Empowered Funds LLC19,369$1.39M0.0%+7.9%0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.151,197$10.85M0.0%+5.7%0.014%
5/6/2024 Empirical Finance LLC38,898$2.79M0.2%+3.5%0.004%
5/6/2024 ORG Partners LLC538$38K0.1%-82.3%0.000%
5/6/2024 Mawer Investment Management Ltd.959,183$68.81M0.3%+18.0%0.088%
5/6/2024 Advisory Services Network LLC120,138$8.62M0.2%-2.2%0.011%
5/6/2024 Manchester Capital Management LLC1,652$119K0.0%-8.4%0.000%
5/6/2024 TFG Advisers LLC27,902$2.00M0.8%+1.2%0.003%
5/6/2024 Advisory Alpha LLC4,125$296K0.0%-8.6%0.000%
5/6/2024 Texas Permanent School Fund Corp225,441$16.17M0.1%+0.1%0.021%
5/4/2024 Vista Capital Partners Inc.8,625$619K0.1%-22.3%0.001%
5/4/2024 Essex LLC26,200$1.88M0.4%-2.9%0.002%
5/4/2024 9258 Wealth Management LLC4,407$316K0.0%-3.2%0.000%
5/4/2024 Buck Wealth Strategies LLC98,627$7.08M2.4%+1,132.8%0.009%
5/4/2024 Team Hewins LLC3,399$244K0.0%-13.2%0.000%
5/4/2024 Csenge Advisory Group44,674$3.21M0.2%-1.5%0.004%
5/3/2024 Signaturefd LLC46,341$3.32M0.1%+1.7%0.004%
5/3/2024 FDx Advisors Inc.5,742$412K0.1%-22.7%0.001%
5/3/2024 Carson Advisory Inc.69,945$5.02M3.5%-0.4%0.006%
5/3/2024 Avidian Wealth Solutions LLC6,231$447K0.0%+3.0%0.001%
5/3/2024 RIA Advisory Group LLC11,250$807K0.3%+77.4%0.001%
5/3/2024 Larson Financial Group LLC1,344$96K0.0%+35.2%0.000%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors20,517$1.47M0.2%+90.7%0.002%
5/3/2024 Rehmann Capital Advisory Group8,843$634K0.0%+8.9%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC609,445$43.72M0.1%-0.9%0.056%
5/3/2024 Commerce Bank125,531$9.01M0.1%+14.7%0.011%
5/3/2024 Wellington Shields & Co. LLC17,284$1.24M0.4%-15.6%0.002%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S22,732$1.63M0.0%+16.7%0.002%
5/3/2024 United Community Bank29,059$2.09M0.8%-3.2%0.003%
5/3/2024 Central Pacific Bank Trust Division553$39K0.0%N/A0.000%
5/3/2024 Smith Salley Wealth Management12,180$874K0.1%+286.4%0.001%
5/3/2024 Whittier Trust Co. of Nevada Inc.1,176$84K0.0%-60.8%0.000%
5/3/2024 Whittier Trust Co.1,431$103K0.0%-12.3%0.000%
5/2/2024 Mutual Advisors LLC26,698$1.92M0.1%-0.9%0.002%
5/2/2024 Salomon & Ludwin LLC3,509$252K0.0%-38.5%0.000%
5/2/2024 First Command Advisory Services Inc.8,186$587K0.0%-1.9%0.001%
5/2/2024 Financial Counselors Inc.243,323$17.46M0.3%+0.5%0.022%
5/2/2024 Jennison Associates LLC1,957,770$140.45M0.1%-18.4%0.179%
5/2/2024 Pacific Wealth Strategies Group Inc.16,954$1.22M1.0%+6.0%0.002%
5/2/2024 Mutual of America Capital Management LLC142,991$10.26M0.1%-2.0%0.013%
5/2/2024 Summit Financial Wealth Advisors LLC6,721$482K0.1%+5.0%0.001%
5/2/2024 Adapt Wealth Advisors LLC3,462$248K0.2%N/A0.000%
5/2/2024 Wright Investors Service Inc.10,816$776K0.2%-2.9%0.001%
5/2/2024 Daiwa Securities Group Inc.112,055$8.04M0.0%+11.2%0.010%
5/2/2024 Graypoint LLC5,743$412K0.0%-12.7%0.001%
5/2/2024 Haverford Trust Co5,426$389K0.0%-24.4%0.000%
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5/2/2024 Consolidated Planning Corp21,973$1.58M0.3%-2.1%0.002%
5/2/2024 GSB Wealth Management LLC11,651$836K0.2%-4.3%0.001%
5/2/2024 Quent Capital LLC3,883$279K0.0%+8.8%0.000%
5/2/2024 Nordea Investment Management AB52,853$3.77M0.0%-1.2%0.005%
5/2/2024 Lincoln National Corp53,900$3.87M0.1%+5.4%0.005%
5/2/2024 Mendel Money Management10,101$725K0.3%-204.3%0.001%
5/2/2024 Fidelis Capital Partners LLC10,765$772K0.1%+11.9%0.001%
5/2/2024 Goelzer Investment Management Inc.63,863$4.58M0.3%-0.8%0.006%
5/2/2024 Choreo LLC15,300$1.10M0.0%+2.1%0.001%
5/2/2024 Tobam3,729$268K0.0%+67.1%0.000%
(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, 1,926 institutional investors and hedge funds held shares of Southern. The most heavily invested institutionals were Aspire Private Capital LLC ($45.59B), Vanguard Group Inc. ($6.98B), BlackRock Inc. ($5.49B), State Street Corp ($4.40B), FMR LLC ($2.52B), Price T Rowe Associates Inc. MD ($2.10B), and Massachusetts Financial Services Co. MA ($1.78B).Learn more on SO's institutional investors.

What percentage of Southern stock is owned by institutional investors?

64.10% of Southern stock is owned by institutional investors. Learn more on SO's institutional investor holdings.

Which institutional investors have been buying Southern stock?

Of the 1,657 institutional investors that purchased Southern stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: State Street Corp ($12.56M), Capital International Investors ($11.29M), Norges Bank ($9.00M), FMR LLC ($7.33M), Price T Rowe Associates Inc. MD ($6.91M), Ameriprise Financial Inc. ($5.47M), and Wellington Management Group LLP ($5.00M).

How much institutional buying is happening at Southern?

Institutional investors have bought a total of 148,898,420 shares in the last 24 months. This purchase volume represents approximately $10.40B in transactions.

Which Southern major shareholders have been selling company stock?

Of the 1,218 institutional investors that sold Southern stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Research Global Investors ($8.58M), Franklin Resources Inc. ($7.29M), BlackRock Inc. ($7.21M), Price T Rowe Associates Inc. MD ($7.20M), Wellington Management Group LLP ($5.25M), Massachusetts Financial Services Co. MA ($4.59M), and Federated Hermes Inc. ($1.97M).

How much institutional selling is happening at Southern?

Institutional investors have sold a total of 85,573,678 shares in the last 24 months. This volume of shares sold represents approximately $5.96B in transactions.


This page (NYSE:SO) was last updated on 5/8/2024 by MarketBeat.com Staff

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