Filing Research | SO - SOUTHERN CO Institutional Holdings

Snapshot holdings

50 / 786 loaded

#		Instrument	quantity
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	1.8MSH	$171.9M
2	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	1.4MSH	$131.2M
3	CAPITAL ADVISORS INC/OK	Shares	1.1MSH	$109.0M
4	Portman Square Capital LLP	PUT	880.2KSH	$84.2M
5	Welch Group, LLC	Shares	787.8KSH	$75.4M
6	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	745.4KSH	$71.3M
7	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	651.8KSH	$62.4M
8	Assenagon Asset Management S.A.	Shares	605.4KSH	$57.9M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	570.5KSH	$53.7M
10	Southern Financial Group, LLC	Shares	366.4KSH	$35.1M
11	IFM Investors Pty Ltd	Shares	331.7KSH	$31.7M
12	Czech National Bank	Shares	320.9KSH	$30.7M
13	Mirae Asset Global Investments Co., Ltd.	Shares	310.4KSH	$29.7M
14	Arbejdsmarkedets Tillaegspension	Shares	304.1KSH	$29.1M
15	Crossmark Global Holdings, Inc.	Shares	302.5KSH	$29.0M
16	HENNESSY ADVISORS INC	Shares	263.9KSH	$25.3M
17	FUKOKU MUTUAL LIFE INSURANCE CO	Shares	228.8KSH	$21.9M
18	CWA Asset Management Group, LLC	Shares	214.3KSH	$20.5M
19	BENJAMIN EDWARDS INC	Shares	202.9KSH	$19.4M
20	FIRST HORIZON CORP	Shares	201.3KSH	$19.3M
21	PensionDanmark Pensionsforsikringsaktieselskab	Shares	192.1KSH	$18.4M
22	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	188.8KSH	$18.1M
23	Brookstone Capital Management	Shares	176.9KSH	$16.9M
24	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	174.4KSH	$16.7M
25	Police & Firemen's Retirement System of New Jersey	Shares	169.6KSH	$16.2M
26	MOODY LYNN LIEBERSON & WALKER, LLC	Shares	159.8KSH	$15.3M
27	Bell Bank	Shares	140.1KSH	$13.4M
28	QRG CAPITAL MANAGEMENT, INC.	Shares	139.1KSH	$13.3M
29	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	134.2KSH	$12.8M
30	Farther Finance Advisors, LLC	Shares	133.5KSH	$12.8M
31	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	133.3KSH	$12.8M
32	DAVENPORT & Co LLC	Shares	126.6KSH	$12.1M
33	Fairvoy Private Wealth, LLC	Shares	115.3KSH	$11.0M
34	Merit Financial Group, LLC	Shares	114.3KSH	$10.9M
35	RFG Advisory, LLC	Shares	112.7KSH	$10.8M
36	Sequoia Financial Advisors, LLC	Shares	112.3KSH	$10.7M
37	ARS Wealth Advisors Group, LLC	Shares	110.2KSH	$10.5M
38	ROCKLAND TRUST CO	Shares	108.7KSH	$10.4M
39	D.A. DAVIDSON & CO.	Shares	107.9KSH	$10.3M
40	UHLMANN PRICE SECURITIES, LLC	Shares	107.5KSH	$10.3M
41	Foster Victor Wealth Advisors, LLC	Shares	105.8KSH	$10.2M
42	Mayflower Financial Advisors, LLC	Shares	103.6KSH	$9.9M
43	ADVOCATE GROUP LLC	Shares	101.6KSH	$9.7M
44	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	93.5KSH	$9.0M
45	Chronos Wealth Management, LLC	Shares	90.2KSH	$8.6M
46	Dynamic Advisor Solutions LLC	Shares	89.3KSH	$8.5M
47	Thomasville National Bank	Shares	88.2KSH	$8.4M
48	Blue Trust, Inc.	Shares	87.4KSH	$8.4M
49	Sky Investment Group LLC	Shares	85.6KSH	$8.2M
50	Curated Wealth Partners LLC	Shares	19.9KSH	$8.0M

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 802 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new	Shares	+745.4K	+$71.3M	$71.3M
2	Mayflower Financial Advisors, LLC added	Shares	+100.4K	+$9.6M	$9.9M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+104.2K	+$8.9M	$53.7M
4	Mirae Asset Global Investments Co., Ltd. added	Shares	+94.4K	+$8.9M	$29.7M
5	CAPITAL ADVISORS INC/OK added	Shares	+99.7K	+$8.7M	$109.0M
6	Curated Wealth Partners LLC new	Shares	+19.9K	+$8.0M	$8.0M
7	J.W. COLE ADVISORS, INC. new	Shares	+78.2K	+$7.5M	$7.5M
8	Fideuram Asset Management (Ireland) dac added	Shares	+49.7K	+$4.7M	$5.2M
9	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+39.4K	+$3.7M	$9.0M
10	Arbejdsmarkedets Tillaegspension added	Shares	+34.5K	+$3.1M	$29.1M
11	IFM Investors Pty Ltd added	Shares	+32.8K	+$2.9M	$31.7M
12	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+27.9K	+$2.6M	$7.4M
13	Czech National Bank added	Shares	+21.0K	+$1.8M	$30.7M
14	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+18.8K	+$1.7M	$18.4M
15	Portman Square Capital LLP added	Shares	+17.4K	+$1.6M	$5.9M
16	ADVOCATE GROUP LLC added	Shares	+15.8K	+$1.4M	$9.7M
17	MISSION WEALTH MANAGEMENT, LP added	Shares	+11.5K	+$1.1M	$2.3M
18	Merit Financial Group, LLC added	Shares	+11.4K	+$1.0M	$10.9M
19	Crossmark Global Holdings, Inc. added	Shares	+12.6K	+$966.6K	$29.0M
20	Monument Capital Management new	Shares	+9.6K	+$923.3K	$923.3K
21	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+9.2K	+$874.1K	$2.2M
22	Avanza Fonder AB added	Shares	+8.9K	+$852.9K	$985.4K
23	Confluence Wealth Services, Inc. added	Shares	+8.7K	+$816.7K	$2.3M
24	Bell Bank added	Shares	+9.0K	+$758.9K	$13.4M
25	Envestnet Portfolio Solutions, Inc. added	Shares	+7.7K	+$692.6K	$5.8M
26	Wiser Wealth Management, Inc added	Shares	+7.3K	+$691.1K	$1.3M
27	Foster Victor Wealth Advisors, LLC added	Shares	+7.2K	+$687.9K	$10.2M
28	Regent Peak Wealth Advisors LLC added	Shares	+7.3K	+$686.0K	$2.0M
29	FULTON BANK, N.A. added	Shares	+7.0K	+$656.0K	$2.6M
30	FIRST CITIZENS BANK & TRUST CO added	Shares	+6.6K	+$592.4K	$4.9M
31	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+6.3K	+$589.1K	$1.7M
32	QRG CAPITAL MANAGEMENT, INC. added	Shares	+7.1K	+$577.0K	$13.3M
33	CENTRAL BANK & TRUST CO new	Shares	+5.9K	+$567.9K	$567.9K
34	Aaron Wealth Advisors LLC added	Shares	+5.8K	+$547.2K	$1.5M
35	HENNESSY ADVISORS INC added	Shares	+7.8K	+$539.1K	$25.3M
36	RFG Advisory, LLC added	Shares	+5.8K	+$468.6K	$10.8M
37	Farther Finance Advisors, LLC added	Shares	+6.5K	+$463.7K	$12.8M
38	Brookstone Capital Management added	Shares	+6.0K	+$435.8K	$16.9M
39	Plancorp, LLC added	Shares	+4.3K	+$411.0K	$791.9K
40	Aprio Wealth Management, LLC added	Shares	+4.4K	+$406.8K	$2.5M
41	First National Advisers, LLC added	Shares	+4.4K	+$388.8K	$4.5M
42	Trinity Legacy Partners, LLC added	Shares	+3.7K	+$360.9K	$6.5M
43	CWA Asset Management Group, LLC added	Shares	+5.5K	+$360.2K	$20.5M
44	Patriot Financial Group Insurance Agency, LLC added	Shares	+3.8K	+$357.5K	$951.6K
45	Bucket List Wealth Management, LLC new	Shares	+3.5K	+$336.5K	$336.5K
46	GAMMA Investing LLC added	Shares	+3.7K	+$330.0K	$2.9M
47	Sequoia Financial Advisors, LLC added	Shares	+4.3K	+$322.8K	$10.7M
48	Apella Capital, LLC added	Shares	+2.5K	+$317.8K	$2.8M
49	HOWARD FINANCIAL SERVICES, LTD. new	Shares	+3.3K	+$316.6K	$316.6K
50	Gradient Investments LLC added	Shares	+3.3K	+$316.1K	$805.1K

Scroll to load more