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Southern (SO) Institutional Ownership

$80.14
+2.06 (+2.64%)
(As of 05/31/2024 ET)

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

Current
Institutional Ownership
Percentage
64.10%
Number of
Institutional Buyers
(last 12 months)
1058
Total
Institutional Inflows
(last 12 months)
$4.64B
Number of
Institutional Sellers
(last 12 months)
900
Total
Institutional Outflows
(last 12 months)
$3.45B
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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
5/29/2024 Pathway Financial Advisers LLC56,591$4.06M1.5%N/A0.005%
5/29/2024 Birmingham Capital Management Co. Inc. AL59,650$4.28M1.6%-2.6%0.005%
5/28/2024 Boston Partners880,367$63.16M0.1%+8.4%0.080%
5/28/2024 Teachers Retirement System of The State of Kentucky88,641$6.36M0.1%-4.9%0.008%
5/24/2024 Cetera Advisor Networks LLC204,643$14.68M0.1%-7.5%0.019%
5/24/2024 Cetera Advisors LLC203,869$14.63M0.1%+72.6%0.019%
5/24/2024 Cetera Investment Advisers534,708$38.36M0.1%+161.6%0.049%
5/22/2024 Burney Co.13,266$952K0.0%-5.7%0.001%
5/22/2024 First City Capital Management Inc.22,825$1.64M0.9%-19.3%0.002%
5/22/2024 Second Line Capital LLC8,276$594K0.2%+19.6%0.001%
5/21/2024 Atria Investments Inc145,353$10.43M0.1%+3.7%0.013%
5/21/2024Sanibel Captiva Trust Company Inc.228,446$16.39M0.6%-0.3%0.021%
5/21/2024 LRI Investments LLC1,123$81K0.0%N/A0.000%
5/20/2024Strategic Wealth Partners Ltd.7,380$529K0.1%+4.2%0.001%
5/17/2024 Citizens Financial Group Inc. RI10,476$752K0.0%-30.8%0.001%
5/17/2024 CCM Investment Advisers LLC138,007$9.90M1.2%-1.3%0.013%
5/17/2024 New Covenant Trust Company N.A.1,121$80K0.1%N/A0.000%
5/17/2024 XML Financial LLC13,743$986K0.1%+3.6%0.001%
5/17/2024 Garner Asset Management Corp8,765$629K0.3%-10.6%0.001%
5/17/2024 Jaffetilchin Investment Partners LLC12,681$910K0.1%-4.4%0.001%
5/17/2024 Comerica Bank265,325$19.03M0.1%-1.9%0.024%
5/17/2024 Hancock Whitney Corp27,122$1.95M0.1%-2.8%0.002%
5/17/2024 Adalta Capital Management LLC27,896$2.00M1.1%+2.3%0.003%
5/17/2024 Coppell Advisory Solutions Corp.3,877$278K0.1%N/A0.000%
5/17/2024 Tidal Investments LLC24,849$1.78M0.0%-13.4%0.002%
5/16/2024 California State Teachers Retirement System1,496,638$107.37M0.1%-3.7%0.137%
5/16/2024 Slagle Financial LLC6,899$495K0.3%-51.6%0.001%
5/16/2024 B. Riley Wealth Advisors Inc.78,636$5.64M0.1%+4.4%0.007%
5/16/2024 Jacobs Levy Equity Management Inc.40,501$2.91M0.0%+422.2%0.004%
5/16/2024 Janus Henderson Group PLC143,816$10.32M0.0%-25.4%0.013%
5/16/2024 Waverly Advisors LLC91,668$6.58M0.2%+22.3%0.008%
5/16/2024 Silvercrest Asset Management Group LLC13,523$970K0.0%-3.6%0.001%
5/16/2024 Captrust Financial Advisors280,680$20.14M0.1%-0.9%0.026%
5/16/2024 Waterford Advisors LLC3,091$222K0.1%-10.9%0.000%
5/16/2024 Paloma Partners Management Co5,831$418K0.0%N/A0.001%
5/15/2024 Ascent Group LLC2,937$211K0.0%-5.3%0.000%
5/15/2024 Earnest Partners LLC14,126$1.01M0.0%+2.8%0.001%
5/15/2024 Beaird Harris Wealth Management LLC3,198$229K0.0%+10.5%0.000%
5/15/2024 Public Employees Retirement System of Ohio522,590$37.49M0.1%-7.0%0.048%
5/15/2024 Public Employees Retirement Association of Colorado156,245$11.21M0.0%-3.8%0.014%
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5/15/2024 Energy Income Partners LLC1,321,054$94.77M1.9%+4.5%0.121%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund35,991$2.58M0.2%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems82,825$5.94M0.2%-5.1%0.008%
5/15/2024 Price T Rowe Associates Inc. MD23,888,059$1.71B0.2%-20.1%2.182%
5/15/2024 BOKF NA36,592$2.60M0.0%-1.3%0.003%
5/15/2024 Kestra Advisory Services LLC278,880$20.01M0.1%+17.3%0.025%
5/15/2024 Steel Grove Capital Advisors LLC29,666$2.13M0.1%-4.6%0.003%
5/15/2024 Lazard Asset Management LLC11,356$814K0.0%-14.5%0.001%
5/15/2024 Epoch Investment Partners Inc.6,988$501K0.0%-7.0%0.001%
5/15/2024 LRI Investments LLC1,123$88K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.30,938$2.22M0.0%+11.9%0.003%
5/15/2024 Linscomb Wealth Inc.9,237$663K0.0%-6.6%0.001%
5/15/2024 Truvestments Capital LLC3,021$217K0.1%-14.0%0.000%
5/15/2024 Quadrature Capital Ltd16,280$1.17M0.0%N/A0.001%
5/15/2024 Huber Capital Management LLC25,691$1.84M0.4%+20.6%0.002%
5/15/2024 Gabelli Funds LLC432,850$31.05M0.2%-2.3%0.040%
5/14/2024 Canada Pension Plan Investment Board1,644,593$117.98M0.1%-3.9%0.150%
5/14/2024 Westwood Holdings Group Inc.3,450$248K0.0%-45.0%0.000%
5/14/2024 JT Stratford LLC8,554$614K0.1%-11.6%0.001%
5/14/2024 Capital Research Global Investors1,929,980$138.46M0.0%+35.0%0.176%
5/14/2024 Toronto Dominion Bank534,316$38.33M0.1%-17.8%0.049%
5/14/2024 Capital International Inc. CA 543,851$39.02M0.5%+19.7%0.050%
5/14/2024 Capital International Investors23,994,733$1.72B0.3%+45.9%2.192%
5/14/2024 Capital Group Private Client Services Inc.159,169$11.42M0.1%-2.7%0.015%
5/14/2024 Capital Group Investment Management PTE. LTD.29,046$2.08M0.4%-81.6%0.003%
5/14/2024 Cadence Bank18,365$1.32M0.1%-3.9%0.002%
5/14/2024 Rodgers Brothers Inc.8,343$599K0.1%-3.5%0.001%
5/14/2024 Advisors Asset Management Inc.52,920$3.80M0.1%-13.5%0.005%
5/14/2024 Axxcess Wealth Management LLC17,942$1.29M0.0%+16.2%0.002%
5/14/2024 EP Wealth Advisors LLC360,754$25.88M0.3%-32.1%0.033%
5/14/2024 CreativeOne Wealth LLC21,634$1.55M0.1%+64.1%0.002%
5/14/2024 Sculati Wealth Management LLC16,410$1.18M0.5%-11.8%0.001%
5/14/2024 Shell Asset Management Co.22,641$1.62M0.1%+20.3%0.002%
5/14/2024 Evermay Wealth Management LLC678$49K0.0%+120.1%0.000%
5/14/2024 InterOcean Capital Group LLC893,434$64.10M1.5%+9.6%0.082%
5/14/2024 Pitcairn Co.4,695$337K0.0%+23.1%0.000%
5/14/2024 CANADA LIFE ASSURANCE Co521,042$37.41M0.1%+0.5%0.048%
5/14/2024 American International Group Inc.276,233$19.82M0.1%-0.3%0.025%
5/14/2024 Vaughan David Investments LLC IL561,653$40.29M1.0%+0.5%0.051%
5/14/2024 Twin Capital Management Inc.18,383$1.32M0.2%+53.0%0.002%
5/14/2024 National Bank of Canada FI324,001$25.31M0.0%-65.6%0.030%
5/14/2024 RB Capital Management LLC5,171$371K0.1%-3.1%0.000%
5/14/2024 Lake Street Advisors Group LLC6,093$437K0.0%+31.5%0.001%
5/13/2024 Bessemer Group Inc.44,240$3.17M0.0%+241.7%0.004%
5/13/2024 Delta Asset Management LLC TN17,248$1.24M0.1%-1.5%0.002%
5/13/2024 ClearBridge Investments Ltd2,399,201$172.12M4.9%-13.4%0.219%
5/13/2024 UniSuper Management Pty Ltd28,177$2.02M0.0%+215.6%0.003%
5/13/2024 Clearbridge Investments LLC62,490$4.48M0.0%-0.8%0.006%
5/13/2024Cedar Wealth Management LLC545$39K0.0%+63.2%0.000%
5/13/2024 O Shaughnessy Asset Management LLC118,706$8.52M0.1%+15.7%0.011%
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5/13/2024 Ameritas Investment Partners Inc.52,045$3.73M0.1%+1.4%0.005%
5/13/2024 Alerus Financial NA129,259$9.27M0.7%+41.9%0.012%
5/11/2024 Bahl & Gaynor Inc.13,548$972K0.0%+55.7%0.001%
5/11/2024 Peninsula Asset Management Inc.7,190$516K0.3%-2.7%0.001%
5/11/2024 Trustmark National Bank Trust Department77,356$5.55M0.5%+0.5%0.007%
5/11/2024 Davis R M Inc.3,653$262K0.0%-25.8%0.000%
5/11/2024 Covestor Ltd2,005$144K0.1%+276.2%0.000%
5/11/2024 Beaumont Financial Advisors LLC9,519$683K0.1%-2.5%0.001%
5/11/2024 Jacobi Capital Management LLC27,373$1.96M0.2%-6.4%0.003%
5/11/2024 Edgestream Partners L.P.25,641$1.84M0.1%+2.1%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, 1,911 institutional investors and hedge funds held shares of Southern. The most heavily invested institutionals were Aspire Private Capital LLC ($45.59B), Vanguard Group Inc. ($7.18B), BlackRock Inc. ($5.49B), State Street Corp ($4.40B), FMR LLC ($2.52B), Massachusetts Financial Services Co. MA ($1.78B), and Capital International Investors ($1.72B).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 1,630 institutional investors that purchased Southern stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($18.84M), Norges Bank ($9.00M), FMR LLC ($7.33M), Price T Rowe Associates Inc. MD ($6.91M), Ameriprise Financial Inc. ($5.47M), Wellington Management Group LLP ($5.00M), and Mitsubishi UFJ Trust & Banking Corp ($4.91M).

How much institutional buying is happening at Southern?

Institutional investors have bought a total of 141,010,578 shares in the last 24 months. This purchase volume represents approximately $9.82B in transactions.

Which Southern major shareholders have been selling company stock?

Of the 1,216 institutional investors that sold Southern stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($13.21M), Capital Research Global Investors ($8.04M), Franklin Resources Inc. ($7.29M), Wellington Management Group LLP ($5.25M), Massachusetts Financial Services Co. MA ($3.23M), BlackRock Inc. ($2.85M), and Caisse DE Depot ET Placement DU Quebec ($1.73M).

How much institutional selling is happening at Southern?

Institutional investors have sold a total of 83,172,773 shares in the last 24 months. This volume of shares sold represents approximately $5.78B in transactions.


This page (NYSE:SO) was last updated on 6/1/2024 by MarketBeat.com Staff

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