Sonic Automotive Ownership 2024 | Who Owns Sonic Automotive Now?
Institutional Ownership
34.29%
Insider Ownership
33.45%
Retail Ownership
32.26%
Institutional Holders
125.00
Sonic Automotive Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 6.98% | 0.00% | 2,371,681 | -39,374 | -1.63% | 129,185,463 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.12% | 0.02% | 1,739,553 | -24,912 | -1.41% | 94,753,549 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.57% | 0.00% | 1,552,927 | -38,918 | -2.44% | 84,587,934 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.58% | 0.17% | 875,906 | -68,140 | -7.22% | 47,710,600 | Jun 30, 2024 |
| STATE STREET CORP | 2.02% | 0.00% | 687,787 | -28,213 | -3.94% | 37,674,813,000 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 1.75% | 0.15% | 595,916 | -34,534 | -5.48% | 32,459,545 | Jun 30, 2024 |
| INVESCO LTD. | 1.73% | 0.01% | 587,082 | -20,890 | -3.44% | 31,978,356 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 1.63% | 0.03% | 555,257 | 2,042 | 0.37% | 30,245,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.34% | 0.01% | 456,588 | 16,556 | 3.76% | 24,870,348 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.15% | 0.00% | 391,739 | -1,744 | -0.44% | 21,338,023 | Jun 30, 2024 |
| TOWLE & CO | 1.13% | 2.73% | 382,736 | 1,786 | 0.47% | 20,847,630 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.98% | 0.00% | 333,331 | 8,131 | 2.50% | 18,160,347 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.85% | 0.06% | 288,093 | 11,839 | 4.29% | 15,692,426 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.79% | 0.00% | 268,496 | -5,256 | -1.92% | 14,624,976,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.75% | 0.00% | 256,097 | -26,906 | -9.51% | 13,949,676 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.75% | 0.00% | 253,450 | -5,183 | -2.00% | 13,805,396 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.67% | 0.00% | 227,194 | 1 | 0.00% | 12,375,281 | Jun 30, 2024 |
| J. GOLDMAN & CO LP | 0.59% | 0.31% | 200,773 | -52,692 | -20.79% | 10,936,105 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.54% | 0.00% | 182,382 | -729 | -0.40% | 9,934,338 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.47% | 0.00% | 158,583 | -5,287 | -3.23% | 8,638,394 | Jun 30, 2024 |
Sonic Automotive's largest institutional shareholder is BLACKROCK INC., holding 6.98% of the company's total share outstanding, currently valued at $129.19M. The top 10 institutional shareholders own together 28.87% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TOWLE & CO | 1.13% | 2.73% | 382,736 | 1,786 | 0.47% | 20,847,630 | Jun 30, 2024 |
| FORMULA GROWTH LTD | 0.15% | 1.01% | 50,800 | -7,000 | -12.11% | 2,767,076 | Jun 30, 2024 |
| DENALI ADVISORS LLC | 0.14% | 0.72% | 48,100 | 11,400 | 31.06% | 2,620,007 | Jun 30, 2024 |
| TRUEMARK INVESTMENTS, LLC | 0.05% | 0.31% | 16,838 | 16,838 | 100.00% | 917,166 | Jun 30, 2024 |
| J. GOLDMAN & CO LP | 0.59% | 0.31% | 200,773 | -52,692 | -20.79% | 10,936,105 | Jun 30, 2024 |
| TEEWINOT CAPITAL ADVISERS, L.L.C. | 0.12% | 0.21% | 39,260 | - | - | 2,138,492 | Jun 30, 2024 |
| AM SQUARED LTD | 0.00% | 0.21% | 1,500 | 1,500 | 100.00% | 81,705 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.58% | 0.17% | 875,906 | -68,140 | -7.22% | 47,710,600 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 1.75% | 0.15% | 595,916 | -34,534 | -5.48% | 32,459,545 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.05% | 0.14% | 16,164 | 2,022 | 14.30% | 880,453 | Jun 30, 2024 |
| HITE HEDGE ASSET MANAGEMENT LLC | 0.06% | 0.10% | 19,147 | -96,794 | -83.49% | 1,042,937 | Jun 30, 2024 |
| VERITY ASSET MANAGEMENT, INC. | 0.01% | 0.09% | 4,047 | 4,047 | 100.00% | 220,440 | Jun 30, 2024 |
| WEXFORD CAPITAL LP | 0.02% | 0.09% | 6,160 | -2,242 | -26.68% | 335,535 | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.02% | 0.08% | 7,808 | 2,060 | 35.84% | 425,302 | Jun 30, 2024 |
| PDT PARTNERS, LLC | 0.05% | 0.08% | 15,597 | -3,566 | -18.61% | 849,569 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.03% | 0.08% | 10,655 | 4,418 | 70.84% | 580,378 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.85% | 0.06% | 288,093 | 11,839 | 4.29% | 15,692,426 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.14% | 0.06% | 48,358 | -2,588 | -5.08% | 2,634,060 | Jun 30, 2024 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 0.01% | 0.05% | 3,956 | -953 | -19.41% | 215,471 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.05% | 636 | 189 | 42.28% | 34,643 | Jun 30, 2024 |
The largest Sonic Automotive shareholder by % of total assets is TOWLE & CO. The company owns 382.74K shares of Sonic Automotive (SAH), representing 2.73% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 0.30% | 0.01% | 100,602 | 84,489 | 524.35% | 5,479,791 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.28% | 0.01% | 95,006 | 82,823 | 679.82% | 5,174,977 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.27% | 0.00% | 90,671 | 50,687 | 126.77% | 4,938,849 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.18% | 0.00% | 59,679 | 47,274 | 381.09% | 3,250,715 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.16% | 0.00% | 52,986 | 46,120 | 671.72% | 2,886,147 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.13% | 0.00% | 44,612 | 44,612 | 100.00% | 2,430,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.11% | 0.00% | 35,969 | 32,106 | 831.12% | 1,959,231 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.09% | 0.00% | 30,851 | 26,720 | 646.82% | 1,680,454 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.20% | 0.01% | 69,406 | 25,079 | 56.58% | 3,780,545 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.07% | 0.00% | 24,800 | 24,800 | 100.00% | 1,350,856 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.08% | 0.01% | 28,605 | 22,778 | 390.90% | 1,558,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.08% | 0.00% | 27,517 | 22,343 | 431.83% | 1,498,851 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.26% | 0.01% | 88,826 | 18,800 | 26.85% | 4,838,352 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.05% | 0.01% | 17,934 | 17,934 | 100.00% | 977,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.09% | 0.00% | 29,755 | 17,472 | 142.25% | 1,620,754 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.09% | 0.00% | 31,581 | 17,243 | 120.26% | 1,720,217 | Jun 30, 2024 |
| TRUEMARK INVESTMENTS, LLC | 0.05% | 0.31% | 16,838 | 16,838 | 100.00% | 917,166 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.34% | 0.01% | 456,588 | 16,556 | 3.76% | 24,870,348 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.10% | 0.00% | 35,314 | 14,465 | 69.38% | 1,923,554 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.04% | 0.00% | 12,662 | 12,662 | 100.00% | 689,699 | Jun 30, 2024 |
As of Jun 30 2024, Sonic Automotive's largest institutional buyer is VICTORY CAPITAL MANAGEMENT INC. The company purchased 84.49K stocks of SAH, valued at $5.48M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STATE OF WISCONSIN INVESTMENT BOARD | 0.03% | 0.00% | 10,206 | -132,179 | -92.83% | 555,921 | Jun 30, 2024 |
| HITE HEDGE ASSET MANAGEMENT LLC | 0.06% | 0.10% | 19,147 | -96,794 | -83.49% | 1,042,937 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.03% | 0.00% | 10,300 | -94,900 | -90.21% | 561,000 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.58% | 0.17% | 875,906 | -68,140 | -7.22% | 47,710,600 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.25% | 0.03% | 84,216 | -60,691 | -41.88% | 4,587,246 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.19% | 0.02% | 65,014 | -59,601 | -47.83% | 3,541,313 | Jun 30, 2024 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | - | - | - | -52,804 | -100.00% | - | Jun 30, 2024 |
| J. GOLDMAN & CO LP | 0.59% | 0.31% | 200,773 | -52,692 | -20.79% | 10,936,105 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.03% | 0.00% | 10,900 | -50,000 | -82.10% | 593,723 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.03% | 0.02% | 10,510 | -46,764 | -81.65% | 572,000 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.21% | 0.01% | 69,902 | -40,569 | -36.72% | 3,807,562 | Jun 30, 2024 |
| BLACKROCK INC. | 6.98% | 0.00% | 2,371,681 | -39,374 | -1.63% | 129,185,463 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.57% | 0.00% | 1,552,927 | -38,918 | -2.44% | 84,587,934 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 1.75% | 0.15% | 595,916 | -34,534 | -5.48% | 32,459,545 | Jun 30, 2024 |
| STATE STREET CORP | 2.02% | 0.00% | 687,787 | -28,213 | -3.94% | 37,674,813,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.75% | 0.00% | 256,097 | -26,906 | -9.51% | 13,949,676 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 5.12% | 0.02% | 1,739,553 | -24,912 | -1.41% | 94,753,549 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.03% | 0.01% | 11,790 | -20,900 | -63.93% | 642,201 | Jun 30, 2024 |
| INVESCO LTD. | 1.73% | 0.01% | 587,082 | -20,890 | -3.44% | 31,978,356 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.00% | 1,578 | -16,045 | -91.05% | 85,954 | Jun 30, 2024 |
As of Jun 30 2024, Sonic Automotive's biggest institutional seller is STATE OF WISCONSIN INVESTMENT BOARD. The company sold -0.13M shares of SAH, valued at $555.92K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.07% | 0.00% | 24,800 | 24,800 | 100.00% | 1,350,856 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.05% | 0.01% | 17,934 | 17,934 | 100.00% | 977,000 | Jun 30, 2024 |
| TRUEMARK INVESTMENTS, LLC | 0.05% | 0.31% | 16,838 | 16,838 | 100.00% | 917,166 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.03% | 0.01% | 11,838 | 11,838 | 100.00% | 644,816 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.00% | 8,460 | 8,460 | 100.00% | 460,816 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.02% | 0.00% | 8,163 | 8,163 | 100.00% | 444,639 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.00% | 8,135 | 8,135 | 100.00% | 443,113 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.01% | 0.00% | 4,180 | 4,180 | 100.00% | 227,685 | Jun 30, 2024 |
| VERITY ASSET MANAGEMENT, INC. | 0.01% | 0.09% | 4,047 | 4,047 | 100.00% | 220,440 | Jun 30, 2024 |
| AM SQUARED LTD | 0.00% | 0.21% | 1,500 | 1,500 | 100.00% | 81,705 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 747 | 747 | 100.00% | 40,688 | Jun 30, 2024 |
| CAMELOT PORTFOLIOS, LLC | 0.00% | 0.02% | 666 | 666 | 100.00% | 36,277 | Jun 30, 2024 |
| MATRIX TRUST CO | 0.00% | 0.00% | 261 | 261 | 100.00% | 14,000 | Jun 30, 2024 |
| NAPLES MONEY MANAGEMENT LLC | 0.00% | 0.01% | 200 | 200 | 100.00% | 10,754 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 76 | 76 | 100.00% | 4,140 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 74 | 74 | 100.00% | 4,010 | Jun 30, 2024 |
| STEPHENS CONSULTING, LLC | - | 0.00% | 14 | 14 | 100.00% | 763 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 10 | 10 | 100.00% | 545 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | - | - | 8 | 8 | 100.00% | 436 | Jun 30, 2024 |
Sonic Automotive's largest new institutional shareholder by number of shares is HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND, purchased 24.80K shares, valued at $1.35M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COOPER CREEK PARTNERS MANAGEMENT LLC | - | - | - | -52,804 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -14,522 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -11,061 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -9,053 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -8,500 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | - | - | - | -8,431 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -7,919 | -100.00% | - | Jun 30, 2024 |
| NUMERAI GP LLC | - | - | - | -5,658 | -100.00% | - | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | - | - | - | -4,200 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -837 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -284 | -100.00% | - | Jun 30, 2024 |
| COVESTOR LTD | - | - | - | -220 | -100.00% | - | Jun 30, 2024 |
| MISSOURI TRUST & INVESTMENT CO | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
| SIGNATUREFD, LLC | - | - | - | -21 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
Sonic Automotive's largest sold out institutional shareholder by shares sold is COOPER CREEK PARTNERS MANAGEMENT LLC, sold -52.80K shares, valued at -, as of undefined.
Sonic Automotive Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HOTCHKIS & WILEY FUNDS /DE/ | 1.29% | 16,234,000 | - | - | Mar 31, 2024 |
| ALLSPRING INCOME OPPORTUNITIES FUND | 0.41% | 2,699,000 | - | - | Jan 31, 2024 |
| BNY MELLON HIGH YIELD STRATEGIES FUND | 0.36% | 973,000 | - | - | Mar 31, 2024 |
| CGM TRUST | 0.24% | 320,000 | - | - | Sep 30, 2022 |
| BUFFALO FUNDS | 0.23% | 1,500,000 | - | - | Mar 31, 2024 |
| BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. | 0.19% | 232,000 | - | - | Aug 31, 2023 |
| HEARTLAND GROUP INC | 0.18% | 100,000 | - | - | Mar 31, 2024 |
| HENNESSY FUNDS TRUST | 0.13% | 257,100 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.06% | 9,031,000 | - | - | Mar 28, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.06% | 1,450,000 | - | - | Mar 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.06% | 114 | -2,243 | -95.16% | Jan 31, 2021 |
| BRIDGEWAY FUNDS INC | 0.06% | 131,400 | - | - | Mar 28, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.05% | 5,943 | - | - | Dec 31, 2020 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.05% | 38,000 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.05% | 4,157 | -670 | -13.88% | Mar 31, 2024 |
| EntrepreneurShares Series Trust | 0.04% | 11,755 | - | - | Dec 31, 2023 |
| Vanguard Montgomery Funds | 0.04% | 9,273 | - | - | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.03% | 773,000 | - | - | Mar 31, 2024 |
| OBERWEIS FUNDS | 0.03% | 28,100 | - | - | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.03% | 706,000 | - | - | Mar 31, 2024 |
| INTEGRITY FUNDS | 0.03% | 69,000 | - | - | Jan 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.02% | 310,050 | 41,700 | 15.54% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.02% | 3,430,000 | - | - | Mar 28, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 97,858 | -5,270 | -5.11% | Feb 29, 2024 |
| Ultimus Managers Trust | 0.02% | 247,063 | 41,841 | 20.39% | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.02% | 52,613 | - | - | Jan 31, 2024 |
| VICTORY PORTFOLIOS | 0.02% | 598,700 | - | - | Mar 31, 2024 |
| Weiss Strategic Interval Fund | 0.02% | 61,890 | 61,890 | - | Sep 30, 2022 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.02% | 474,000 | - | - | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.02% | 1,121 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 9,075 | - | - | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.02% | 10,000 | - | - | Dec 29, 2023 |
| NORTHERN FUNDS | 0.02% | 2,215,000 | -60,000 | -2.64% | Mar 28, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.02% | 2,150,000 | - | - | Mar 31, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.01% | 129,380 | - | - | Mar 28, 2024 |
| SYNTAX ETF TRUST | 0.01% | 450 | 60 | 15.38% | Mar 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.01% | 15,219 | -2,883 | -15.93% | Jan 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.01% | 1,850,000 | - | - | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 7,437 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.01% | 80,500 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.01% | 9,448 | 615 | 6.96% | Dec 31, 2023 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.01% | 6,308 | 1,852 | 41.56% | Sep 30, 2020 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.01% | 1,470,000 | - | - | Mar 31, 2024 |
| Pacer Funds Trust | 0.01% | 478,705 | - | - | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 1,900 | - | - | Mar 28, 2024 |
| BNY Mellon Investment Funds III | 0.01% | 3,215,000 | - | - | Jan 31, 2024 |
| JOHCM Funds Trust | 0.01% | 100,000 | - | - | Mar 28, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.01% | 125,000 | - | - | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS V | 0.01% | 465,581 | -5,211 | -1.11% | Feb 29, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.01% | 5,080 | -194 | -3.68% | Sep 30, 2023 |
| TIMOTHY PLAN | 0.01% | 32,560 | - | - | Mar 31, 2024 |
| Humankind Benefit Corp | 0.01% | 141 | - | - | Dec 31, 2023 |
| Voya EQUITY TRUST | 0.01% | 8,236 | - | - | Feb 29, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 35,527 | 9,087 | 34.37% | Aug 31, 2023 |
| Capitol Series Trust | 0.00% | 46,500 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 25,779 | -847 | -3.18% | Mar 31, 2024 |
| World Funds Trust | 0.00% | 48,213 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,229 | - | - | Mar 31, 2024 |
| FORUM FUNDS II | 0.00% | 3,130 | - | - | Jan 31, 2024 |
| Guggenheim Variable Funds Trust | 0.00% | 12,435 | 12,435 | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.00% | 1,227,194 | -213,684 | -14.83% | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 6,400 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 9,987 | -272 | -2.65% | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 5,799 | - | - | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 13,649 | - | - | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 183,714 | -23,097 | -11.17% | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 92,040 | -2,087 | -2.22% | Jan 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.00% | 310,000 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 479 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 8,289 | - | - | Mar 28, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 8,407 | - | - | Mar 31, 2024 |
| ETF Managers Trust | 0.00% | 13,191 | - | - | Dec 31, 2023 |
| SSGA FUNDS | 0.00% | 729 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 19,811 | -2,665 | -11.86% | Mar 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 22,800 | - | - | Jan 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 8,729 | -1,431 | -14.08% | Mar 31, 2020 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.00% | 353,460 | - | - | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,437,273 | 39,645 | 2.84% | Jan 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.00% | 80,000 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 22,681 | -7,646 | -25.21% | Mar 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 1,245 | 288 | 30.09% | Dec 31, 2023 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 320,652 | 8,696 | 2.79% | Feb 29, 2024 |
| Managed Portfolio Series | 0.00% | 20,308 | - | - | Jan 31, 2024 |
| DELAWARE VIP TRUST | 0.00% | 3,256 | - | - | Mar 28, 2024 |
| Dimensional ETF Trust | 0.00% | 355,435 | -10,209 | -2.79% | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 8,991 | - | - | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 3,500 | - | - | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 17,000 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 98,376 | -28,224 | -22.29% | Mar 28, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 29,600 | - | - | Mar 28, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 133,207 | -6,445 | -4.62% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,548 | - | - | Mar 31, 2024 |
| Destra Investment Trust | 0.00% | 951 | - | - | Mar 31, 2024 |
| VALIC Co II | 0.00% | 19,400 | 100 | 0.52% | Feb 28, 2021 |
| STERLING CAPITAL FUNDS | 0.00% | 11,928 | - | - | Mar 28, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 114,174 | -10,511 | -8.43% | Mar 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.00% | 40,810 | - | - | Aug 31, 2023 |
| North Square Investments Trust | 0.00% | 4,890 | 2,150 | 78.47% | Feb 29, 2024 |
| ALPS ETF Trust | 0.00% | 6,279 | - | - | Feb 29, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 291,095 | -934 | -0.32% | Feb 29, 2024 |
Sonic Automotive's largest mutual fund holder by % of total assets is "HOTCHKIS & WILEY FUNDS /DE/", owning 16.23M shares, compromising 1.29% of its total assets.
Sonic Automotive Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 125 | -33.16% |
| 31 Mar, 24 | 187 | -5.08% |
| 31 Dec, 23 | 197 | 7.07% |
| 30 Sep, 23 | 184 | -1.08% |
| 30 Jun, 23 | 186 | -0.53% |
| 31 Mar, 23 | 187 | -6.97% |
| 31 Dec, 22 | 201 | 3.08% |
| 30 Sep, 22 | 195 | -2.99% |
| 30 Jun, 22 | 201 | 1.52% |
| 31 Mar, 22 | 198 | -9.59% |
| 31 Dec, 21 | 219 | 2.34% |
| 30 Sep, 21 | 214 | 16.94% |
| 30 Jun, 21 | 183 | -0.54% |
| 31 Mar, 21 | 184 | -1.60% |
| 31 Dec, 20 | 187 | 3.31% |
| 30 Sep, 20 | 181 | 16.03% |
| 30 Jun, 20 | 156 | 10.64% |
| 31 Mar, 20 | 141 | -9.62% |
| 31 Dec, 19 | 156 | 0.65% |
| 30 Sep, 19 | 155 | 7.64% |
| 30 Jun, 19 | 144 | 11.63% |
| 31 Mar, 19 | 129 | -5.15% |
| 31 Dec, 18 | 136 | 9.68% |
| 30 Sep, 18 | 124 | -6.06% |
| 30 Jun, 18 | 132 | -1.49% |
| 31 Mar, 18 | 134 | -2.90% |
| 31 Dec, 17 | 138 | 6.15% |
| 30 Sep, 17 | 130 | -2.26% |
| 30 Jun, 17 | 133 | -13.64% |
| 31 Mar, 17 | 154 | 6.21% |
| 31 Dec, 16 | 145 | 2.11% |
| 30 Sep, 16 | 142 | -4.05% |
| 30 Jun, 16 | 148 | -1.99% |
| 31 Mar, 16 | 151 | -1.31% |
| 31 Dec, 15 | 153 | 2.68% |
| 30 Sep, 15 | 149 | -9.70% |
| 30 Jun, 15 | 165 | 7.14% |
| 31 Mar, 15 | 154 | 4.76% |
| 31 Dec, 14 | 147 | 1.38% |
| 30 Sep, 14 | 145 | 5.84% |
| 30 Jun, 14 | 137 | 3.01% |
| 31 Mar, 14 | 133 | - |
| 31 Dec, 13 | 133 | -4.32% |
| 30 Sep, 13 | 139 | 2.21% |
| 30 Jun, 13 | 136 | 119.35% |
| 31 Mar, 13 | 62 | 10.71% |
| 31 Dec, 12 | 56 | -3.45% |
| 30 Sep, 12 | 58 | -14.71% |
| 30 Jun, 12 | 68 | -4.23% |
| 31 Mar, 12 | 71 | 4.41% |
| 31 Dec, 11 | 68 | 25.93% |
| 30 Sep, 11 | 54 | 5.88% |
| 30 Jun, 11 | 51 | 2.00% |
| 31 Mar, 11 | 50 | 16.28% |
| 31 Dec, 10 | 43 | 22.86% |
| 30 Sep, 10 | 35 | -10.26% |
| 30 Jun, 10 | 39 | -13.33% |
| 31 Mar, 10 | 45 | 15.38% |
| 31 Dec, 09 | 39 | -22.00% |
| 30 Sep, 09 | 50 | 61.29% |
| 30 Jun, 09 | 31 | 55.00% |
| 31 Mar, 09 | 20 | -42.86% |
| 31 Dec, 08 | 35 | -7.89% |
| 30 Sep, 08 | 38 | 11.76% |
| 30 Jun, 08 | 34 | -10.53% |
| 31 Mar, 08 | 38 | -7.32% |
| 31 Dec, 07 | 41 | 13.89% |
| 30 Sep, 07 | 36 | -14.29% |
| 30 Jun, 07 | 42 | -2.33% |
| 31 Mar, 07 | 43 | -6.52% |
| 31 Dec, 06 | 46 | 15.00% |
| 30 Sep, 06 | 40 | 2.56% |
| 30 Jun, 06 | 39 | 14.71% |
| 31 Mar, 06 | 34 | 36.00% |
| 31 Dec, 05 | 25 | -13.79% |
| 30 Sep, 05 | 29 | -12.12% |
| 30 Jun, 05 | 33 | 17.86% |
| 31 Mar, 05 | 28 | 3.70% |
| 31 Dec, 04 | 27 | 17.39% |
| 30 Sep, 04 | 23 | -23.33% |
| 30 Jun, 04 | 30 | -9.09% |
| 31 Mar, 04 | 33 | 13.79% |
| 31 Dec, 03 | 29 | 16.00% |
| 30 Sep, 03 | 25 | 25.00% |
| 30 Jun, 03 | 20 | -9.09% |
| 31 Mar, 03 | 22 | 22.22% |
| 31 Dec, 02 | 18 | -21.74% |
| 30 Sep, 02 | 23 | -28.13% |
| 30 Jun, 02 | 32 | 23.08% |
| 31 Mar, 02 | 26 | 62.50% |
| 31 Dec, 01 | 16 | 6.67% |
| 30 Sep, 01 | 15 | 7.14% |
| 30 Jun, 01 | 14 | 27.27% |
| 31 Mar, 01 | 11 | -8.33% |
| 31 Dec, 00 | 12 | 9.09% |
| 30 Sep, 00 | 11 | 37.50% |
| 30 Jun, 00 | 8 | -11.11% |
| 31 Mar, 00 | 9 | - |
| 31 Dec, 99 | 9 | -30.77% |
| 30 Sep, 99 | 13 | 8.33% |
| 30 Jun, 99 | 12 | 20.00% |
| 31 Mar, 99 | 10 | - |
As of 30 Jun 24, 125 institutions are holding Sonic Automotive's shares, representing a decrease of -33.16% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 11,659,044 | -26.04% |
| 31 Mar, 24 | 15,763,835 | -0.96% |
| 31 Dec, 23 | 15,916,666 | 3.41% |
| 30 Sep, 23 | 15,392,303 | -10.57% |
| 30 Jun, 23 | 17,211,885 | -7.71% |
| 31 Mar, 23 | 18,650,027 | -7.39% |
| 31 Dec, 22 | 20,137,213 | -2.14% |
| 30 Sep, 22 | 20,577,212 | -7.70% |
| 30 Jun, 22 | 22,294,379 | -2.92% |
| 31 Mar, 22 | 22,964,797 | -3.35% |
| 31 Dec, 21 | 23,761,403 | -0.75% |
| 30 Sep, 21 | 23,939,969 | 1.75% |
| 30 Jun, 21 | 23,528,293 | 0.67% |
| 31 Mar, 21 | 23,371,463 | -4.08% |
| 31 Dec, 20 | 24,365,132 | -2.61% |
| 30 Sep, 20 | 25,019,197 | -4.47% |
| 30 Jun, 20 | 26,190,964 | 3.45% |
| 31 Mar, 20 | 25,317,136 | -2.13% |
| 31 Dec, 19 | 25,869,280 | 1.01% |
| 30 Sep, 19 | 25,610,829 | -1.86% |
| 30 Jun, 19 | 26,097,009 | -0.34% |
| 31 Mar, 19 | 26,185,603 | 0.77% |
| 31 Dec, 18 | 25,985,084 | -4.69% |
| 30 Sep, 18 | 27,263,933 | -0.33% |
| 30 Jun, 18 | 27,354,702 | 0.52% |
| 31 Mar, 18 | 27,213,754 | -0.21% |
| 31 Dec, 17 | 27,272,378 | -2.11% |
| 30 Sep, 17 | 27,859,934 | -1.26% |
| 30 Jun, 17 | 28,214,242 | -2.47% |
| 31 Mar, 17 | 28,929,176 | -0.75% |
| 31 Dec, 16 | 29,149,049 | -0.27% |
| 30 Sep, 16 | 29,229,211 | -2.80% |
| 30 Jun, 16 | 30,070,728 | 4.89% |
| 31 Mar, 16 | 28,668,749 | -13.10% |
| 31 Dec, 15 | 32,989,179 | -1.20% |
| 30 Sep, 15 | 33,389,200 | -3.48% |
| 30 Jun, 15 | 34,594,617 | 0.69% |
| 31 Mar, 15 | 34,358,115 | -0.89% |
| 31 Dec, 14 | 34,665,737 | -2.76% |
| 30 Sep, 14 | 35,649,423 | 0.67% |
| 30 Jun, 14 | 35,410,997 | 3.72% |
| 31 Mar, 14 | 34,139,818 | -0.55% |
| 31 Dec, 13 | 34,327,543 | 0.12% |
| 30 Sep, 13 | 34,285,591 | 1.73% |
| 30 Jun, 13 | 33,701,955 | 118.95% |
| 31 Mar, 13 | 15,392,188 | -12.35% |
| 31 Dec, 12 | 17,560,996 | 8.38% |
| 30 Sep, 12 | 16,203,442 | -21.52% |
| 30 Jun, 12 | 20,645,686 | 51.13% |
| 31 Mar, 12 | 13,660,879 | -18.73% |
| 31 Dec, 11 | 16,809,720 | 19.81% |
| 30 Sep, 11 | 14,030,488 | -25.05% |
| 30 Jun, 11 | 18,719,541 | 27.77% |
| 31 Mar, 11 | 14,651,193 | 57.92% |
| 31 Dec, 10 | 9,277,585 | 4.99% |
| 30 Sep, 10 | 8,836,519 | -13.87% |
| 30 Jun, 10 | 10,259,220 | -5.91% |
| 31 Mar, 10 | 10,903,470 | -8.52% |
| 31 Dec, 09 | 11,919,041 | 25.36% |
| 30 Sep, 09 | 9,507,594 | 224.26% |
| 30 Jun, 09 | 2,932,129 | -68.69% |
| 31 Mar, 09 | 9,365,810 | -31.73% |
| 31 Dec, 08 | 13,718,256 | 57.84% |
| 30 Sep, 08 | 8,691,307 | 60.39% |
| 30 Jun, 08 | 5,418,952 | -32.83% |
| 31 Mar, 08 | 8,067,594 | -21.38% |
| 31 Dec, 07 | 10,261,627 | -0.15% |
| 30 Sep, 07 | 10,276,959 | -10.59% |
| 30 Jun, 07 | 11,494,507 | 28.48% |
| 31 Mar, 07 | 8,946,721 | -27.08% |
| 31 Dec, 06 | 12,268,976 | 14.42% |
| 30 Sep, 06 | 10,723,135 | 1.39% |
| 30 Jun, 06 | 10,576,186 | 100.55% |
| 31 Mar, 06 | 5,273,661 | 18.67% |
| 31 Dec, 05 | 4,443,958 | -48.02% |
| 30 Sep, 05 | 8,549,453 | -12.53% |
| 30 Jun, 05 | 9,774,525 | 13.55% |
| 31 Mar, 05 | 8,607,867 | 32.43% |
| 31 Dec, 04 | 6,499,694 | 2.64% |
| 30 Sep, 04 | 6,332,383 | -29.32% |
| 30 Jun, 04 | 8,959,556 | 32.88% |
| 31 Mar, 04 | 6,742,462 | -7.33% |
| 31 Dec, 03 | 7,275,891 | 118.57% |
| 30 Sep, 03 | 3,328,805 | 10.61% |
| 30 Jun, 03 | 3,009,365 | -59.17% |
| 31 Mar, 03 | 7,370,961 | 119.08% |
| 31 Dec, 02 | 3,364,523 | -30.32% |
| 30 Sep, 02 | 4,828,713 | -19.35% |
| 30 Jun, 02 | 5,987,336 | -14.58% |
| 31 Mar, 02 | 7,009,139 | 17.96% |
| 31 Dec, 01 | 5,941,881 | 68.20% |
| 30 Sep, 01 | 3,532,578 | -54.75% |
| 30 Jun, 01 | 7,807,314 | -15.91% |
| 31 Mar, 01 | 9,284,168 | 9.57% |
| 31 Dec, 00 | 8,473,125 | 2.64% |
| 30 Sep, 00 | 8,254,806 | 0.55% |
| 30 Jun, 00 | 8,209,575 | 0.65% |
| 31 Mar, 00 | 8,156,335 | 173.79% |
| 31 Dec, 99 | 2,979,060 | -42.57% |
| 30 Sep, 99 | 5,187,096 | 9.60% |
| 30 Jun, 99 | 4,732,696 | 88.99% |
| 31 Mar, 99 | 2,504,196 | - |
Sonic Automotive (SAH) has 11.66M shares outstanding as of 30 Jun 24, down -26.04% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 34.29% | 1.60% |
| 31 Mar, 24 | 46.36% | 2.24% |
| 31 Dec, 23 | 45.48% | 2.34% |
| 30 Sep, 23 | 44.10% | 1.86% |
| 30 Jun, 23 | 48.76% | 1.81% |
| 31 Mar, 23 | 51.95% | 1.92% |
| 31 Dec, 22 | 52.03% | 1.80% |
| 30 Sep, 22 | 53.73% | 1.69% |
| 30 Jun, 22 | 56.44% | 1.75% |
| 31 Mar, 22 | 56.84% | 1.69% |
| 31 Dec, 21 | 58.04% | 1.75% |
| 30 Sep, 21 | 57.55% | 1.80% |
| 30 Jun, 21 | 56.56% | 1.78% |
| 31 Mar, 21 | 56.32% | 1.71% |
| 31 Dec, 20 | 57.35% | 1.66% |
| 30 Sep, 20 | 58.85% | 1.58% |
| 30 Jun, 20 | 60.99% | 1.73% |
| 31 Mar, 20 | 59.41% | 1.64% |
| 31 Dec, 19 | 60.14% | 1.70% |
| 30 Sep, 19 | 59.45% | 1.62% |
| 30 Jun, 19 | 60.60% | 1.62% |
| 31 Mar, 19 | 61.13% | 1.65% |
| 31 Dec, 18 | 60.84% | 1.49% |
| 30 Sep, 18 | 63.89% | 1.55% |
| 30 Jun, 18 | 64.12% | 1.59% |
| 31 Mar, 18 | 63.60% | 1.57% |
| 31 Dec, 17 | 63.74% | 1.55% |
| 30 Sep, 17 | 64.05% | 1.60% |
| 30 Jun, 17 | 63.30% | 1.52% |
| 31 Mar, 17 | 64.59% | 1.58% |
| 31 Dec, 16 | 63.87% | 1.52% |
| 30 Sep, 16 | 64.78% | 1.50% |
| 30 Jun, 16 | 65.76% | 1.76% |
| 31 Mar, 16 | 61.06% | 1.43% |
| 31 Dec, 15 | 65.34% | 1.49% |
| 30 Sep, 15 | 66.17% | 1.43% |
| 30 Jun, 15 | 68.12% | 1.49% |
| 31 Mar, 15 | 67.56% | 1.52% |
| 31 Dec, 14 | 66.58% | 1.39% |
| 30 Sep, 14 | 69.27% | 1.53% |
| 30 Jun, 14 | 67.33% | 1.59% |
| 31 Mar, 14 | 65.13% | 1.54% |
| 31 Dec, 13 | 65.12% | 1.54% |
| 30 Sep, 13 | 64.96% | 1.58% |
| 30 Jun, 13 | 64.08% | 7.48% |
| 31 Mar, 13 | 29.27% | 2.72% |
| 31 Dec, 12 | 32.79% | 3.79% |
| 30 Sep, 12 | 29.42% | 1.91% |
| 30 Jun, 12 | 39.26% | 5.74% |
| 31 Mar, 12 | 26.16% | 2.52% |
| 31 Dec, 11 | 32.21% | 4.49% |
| 30 Sep, 11 | 26.79% | 2.10% |
| 30 Jun, 11 | 35.68% | 4.57% |
| 31 Mar, 11 | 27.95% | 8.85% |
| 31 Dec, 10 | 17.77% | 6.23% |
| 30 Sep, 10 | 16.89% | 4.38% |
| 30 Jun, 10 | 19.64% | 4.45% |
| 31 Mar, 10 | 21.01% | 2.84% |
| 31 Dec, 09 | 27.19% | 5.38% |
| 30 Sep, 09 | 22.47% | 43.87% |
| 30 Jun, 09 | 7.16% | 1.31% |
| 31 Mar, 09 | 23.36% | 2.02% |
| 31 Dec, 08 | 33.99% | 7.25% |
| 30 Sep, 08 | 21.65% | 12.05% |
| 30 Jun, 08 | 13.40% | 3.42% |
| 31 Mar, 08 | 19.79% | 3.12% |
| 31 Dec, 07 | 25.17% | 4.31% |
| 30 Sep, 07 | 24.16% | 3.37% |
| 30 Jun, 07 | 26.79% | 6.15% |
| 31 Mar, 07 | 20.87% | 2.50% |
| 31 Dec, 06 | 28.88% | 4.49% |
| 30 Sep, 06 | 25.36% | 4.08% |
| 30 Jun, 06 | 24.94% | 15.94% |
| 31 Mar, 06 | 12.51% | 11.08% |
| 31 Dec, 05 | 10.63% | 2.55% |
| 30 Sep, 05 | 20.43% | 3.72% |
| 30 Jun, 05 | 23.42% | 5.51% |
| 31 Mar, 05 | 20.62% | 8.51% |
| 31 Dec, 04 | 15.57% | 6.64% |
| 30 Sep, 04 | 15.31% | 3.28% |
| 30 Jun, 04 | 21.62% | 8.07% |
| 31 Mar, 04 | 16.37% | 3.88% |
| 31 Dec, 03 | 20.54% | 31.04% |
| 30 Sep, 03 | 8.13% | 14.89% |
| 30 Jun, 03 | 7.39% | 2.28% |
| 31 Mar, 03 | 18.01% | 26.65% |
| 31 Dec, 02 | 8.22% | 6.27% |
| 30 Sep, 02 | 11.45% | 5.81% |
| 30 Jun, 02 | 14.04% | 5.19% |
| 31 Mar, 02 | 16.44% | 7.67% |
| 31 Dec, 01 | 14.64% | 19.19% |
| 30 Sep, 01 | 8.73% | 2.30% |
| 30 Jun, 01 | 19.49% | 3.85% |
| 31 Mar, 01 | 22.50% | 5.34% |
| 31 Dec, 00 | 20.53% | 5.49% |
| 30 Sep, 00 | 19.34% | 5.30% |
| 30 Jun, 00 | 19.11% | 5.09% |
| 31 Mar, 00 | 19.38% | 22.00% |
| 31 Dec, 99 | 9.38% | 4.27% |
| 30 Sep, 99 | 14.82% | 5.99% |
| 30 Jun, 99 | 15.73% | 19.66% |
| 31 Mar, 99 | 8.94% | - |
As of 30 Jun 24, Sonic Automotive is held by 34.29% institutional shareholders, representing a 1.60% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 61 | -18.67% |
| 31 Mar, 24 | 75 | -10.71% |
| 31 Dec, 23 | 84 | 16.67% |
| 30 Sep, 23 | 72 | -5.26% |
| 30 Jun, 23 | 76 | -5.00% |
| 31 Mar, 23 | 80 | - |
| 31 Dec, 22 | 80 | 5.26% |
| 30 Sep, 22 | 76 | -22.45% |
| 30 Jun, 22 | 98 | 13.95% |
| 31 Mar, 22 | 86 | -16.50% |
| 31 Dec, 21 | 103 | 5.10% |
| 30 Sep, 21 | 98 | 12.64% |
| 30 Jun, 21 | 87 | 14.47% |
| 31 Mar, 21 | 76 | -12.64% |
| 31 Dec, 20 | 87 | 7.41% |
| 30 Sep, 20 | 81 | 1.25% |
| 30 Jun, 20 | 80 | 15.94% |
| 31 Mar, 20 | 69 | -15.85% |
| 31 Dec, 19 | 82 | 2.50% |
| 30 Sep, 19 | 80 | -1.23% |
| 30 Jun, 19 | 81 | 62.00% |
| 31 Mar, 19 | 50 | -20.63% |
| 31 Dec, 18 | 63 | 10.53% |
| 30 Sep, 18 | 57 | 9.62% |
| 30 Jun, 18 | 52 | 6.12% |
| 31 Mar, 18 | 49 | -5.77% |
| 31 Dec, 17 | 52 | 1.96% |
| 30 Sep, 17 | 51 | -10.53% |
| 30 Jun, 17 | 57 | -24.00% |
| 31 Mar, 17 | 75 | 10.29% |
| 31 Dec, 16 | 68 | 17.24% |
| 30 Sep, 16 | 58 | -7.94% |
| 30 Jun, 16 | 63 | -18.18% |
| 31 Mar, 16 | 77 | 4.05% |
| 31 Dec, 15 | 74 | 19.35% |
| 30 Sep, 15 | 62 | -21.52% |
| 30 Jun, 15 | 79 | -1.25% |
| 31 Mar, 15 | 80 | 42.86% |
| 31 Dec, 14 | 56 | -22.22% |
| 30 Sep, 14 | 72 | 14.29% |
| 30 Jun, 14 | 63 | - |
| 31 Mar, 14 | 63 | -10.00% |
| 31 Dec, 13 | 70 | 2.94% |
| 30 Sep, 13 | 68 | -32.00% |
| 30 Jun, 13 | 100 | 143.90% |
| 31 Mar, 13 | 41 | 13.89% |
| 31 Dec, 12 | 36 | 2.86% |
| 30 Sep, 12 | 35 | 2.94% |
| 30 Jun, 12 | 34 | -15.00% |
| 31 Mar, 12 | 40 | - |
| 31 Dec, 11 | 40 | 11.11% |
| 30 Sep, 11 | 36 | 38.46% |
| 30 Jun, 11 | 26 | -18.75% |
| 31 Mar, 11 | 32 | 28.00% |
| 31 Dec, 10 | 25 | 78.57% |
| 30 Sep, 10 | 14 | -51.72% |
| 30 Jun, 10 | 29 | -6.45% |
| 31 Mar, 10 | 31 | 3.33% |
| 31 Dec, 09 | 30 | -25.00% |
| 30 Sep, 09 | 40 | 110.53% |
| 30 Jun, 09 | 19 | 58.33% |
| 31 Mar, 09 | 12 | -52.00% |
| 31 Dec, 08 | 25 | -10.71% |
| 30 Sep, 08 | 28 | 64.71% |
| 30 Jun, 08 | 17 | -26.09% |
| 31 Mar, 08 | 23 | -8.00% |
| 31 Dec, 07 | 25 | 38.89% |
| 30 Sep, 07 | 18 | -21.74% |
| 30 Jun, 07 | 23 | -14.81% |
| 31 Mar, 07 | 27 | -22.86% |
| 31 Dec, 06 | 35 | 75.00% |
| 30 Sep, 06 | 20 | -23.08% |
| 30 Jun, 06 | 26 | 18.18% |
| 31 Mar, 06 | 22 | 57.14% |
| 31 Dec, 05 | 14 | -17.65% |
| 30 Sep, 05 | 17 | -22.73% |
| 30 Jun, 05 | 22 | 15.79% |
| 31 Mar, 05 | 19 | -9.52% |
| 31 Dec, 04 | 21 | 40.00% |
| 30 Sep, 04 | 15 | 36.36% |
| 30 Jun, 04 | 11 | -50.00% |
| 31 Mar, 04 | 22 | -8.33% |
| 31 Dec, 03 | 24 | 50.00% |
| 30 Sep, 03 | 16 | 60.00% |
| 30 Jun, 03 | 10 | -9.09% |
| 31 Mar, 03 | 11 | 10.00% |
| 31 Dec, 02 | 10 | -33.33% |
| 30 Sep, 02 | 15 | -16.67% |
| 30 Jun, 02 | 18 | -10.00% |
| 31 Mar, 02 | 20 | 122.22% |
| 31 Dec, 01 | 9 | -18.18% |
| 30 Sep, 01 | 11 | 10.00% |
| 30 Jun, 01 | 10 | 233.33% |
| 31 Mar, 01 | 3 | -40.00% |
| 31 Dec, 00 | 5 | -16.67% |
| 30 Sep, 00 | 6 | 20.00% |
| 30 Jun, 00 | 5 | -16.67% |
| 31 Mar, 00 | 6 | 50.00% |
| 31 Dec, 99 | 4 | -50.00% |
| 30 Sep, 99 | 8 | 14.29% |
| 30 Jun, 99 | 7 | -30.00% |
| 31 Mar, 99 | 10 | - |
61 institutional shareholders have increased their position in SAH stock as of 30 Jun 24 compared to 75 in the previous quarter (a -18.67% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 41 | -48.10% |
| 31 Mar, 24 | 79 | -9.20% |
| 31 Dec, 23 | 87 | 6.10% |
| 30 Sep, 23 | 82 | -3.53% |
| 30 Jun, 23 | 85 | 11.84% |
| 31 Mar, 23 | 76 | -9.52% |
| 31 Dec, 22 | 84 | -11.58% |
| 30 Sep, 22 | 95 | 28.38% |
| 30 Jun, 22 | 74 | -6.33% |
| 31 Mar, 22 | 79 | - |
| 31 Dec, 21 | 79 | -1.25% |
| 30 Sep, 21 | 80 | 21.21% |
| 30 Jun, 21 | 66 | -12.00% |
| 31 Mar, 21 | 75 | 5.63% |
| 31 Dec, 20 | 71 | - |
| 30 Sep, 20 | 71 | 26.79% |
| 30 Jun, 20 | 56 | 9.80% |
| 31 Mar, 20 | 51 | -1.92% |
| 31 Dec, 19 | 52 | 20.93% |
| 30 Sep, 19 | 43 | 7.50% |
| 30 Jun, 19 | 40 | 2.56% |
| 31 Mar, 19 | 39 | 14.71% |
| 31 Dec, 18 | 34 | -2.86% |
| 30 Sep, 18 | 35 | -23.91% |
| 30 Jun, 18 | 46 | - |
| 31 Mar, 18 | 46 | -6.12% |
| 31 Dec, 17 | 49 | 8.89% |
| 30 Sep, 17 | 45 | 2.27% |
| 30 Jun, 17 | 44 | -6.38% |
| 31 Mar, 17 | 47 | -2.08% |
| 31 Dec, 16 | 48 | -11.11% |
| 30 Sep, 16 | 54 | 3.85% |
| 30 Jun, 16 | 52 | 6.12% |
| 31 Mar, 16 | 49 | -2.00% |
| 31 Dec, 15 | 50 | -15.25% |
| 30 Sep, 15 | 59 | - |
| 30 Jun, 15 | 59 | 20.41% |
| 31 Mar, 15 | 49 | -24.62% |
| 31 Dec, 14 | 65 | 41.30% |
| 30 Sep, 14 | 46 | -11.54% |
| 30 Jun, 14 | 52 | 15.56% |
| 31 Mar, 14 | 45 | 4.65% |
| 31 Dec, 13 | 43 | -18.87% |
| 30 Sep, 13 | 53 | 96.30% |
| 30 Jun, 13 | 27 | 92.86% |
| 31 Mar, 13 | 14 | - |
| 31 Dec, 12 | 14 | 7.69% |
| 30 Sep, 12 | 13 | -40.91% |
| 30 Jun, 12 | 22 | 10.00% |
| 31 Mar, 12 | 20 | 17.65% |
| 31 Dec, 11 | 17 | 21.43% |
| 30 Sep, 11 | 14 | -17.65% |
| 30 Jun, 11 | 17 | 88.89% |
| 31 Mar, 11 | 9 | -10.00% |
| 31 Dec, 10 | 10 | -33.33% |
| 30 Sep, 10 | 15 | 150.00% |
| 30 Jun, 10 | 6 | -40.00% |
| 31 Mar, 10 | 10 | 100.00% |
| 31 Dec, 09 | 5 | -28.57% |
| 30 Sep, 09 | 7 | -12.50% |
| 30 Jun, 09 | 8 | - |
| 31 Mar, 09 | 8 | - |
| 31 Dec, 08 | 8 | 33.33% |
| 30 Sep, 08 | 6 | -50.00% |
| 30 Jun, 08 | 12 | 9.09% |
| 31 Mar, 08 | 11 | -26.67% |
| 31 Dec, 07 | 15 | -6.25% |
| 30 Sep, 07 | 16 | - |
| 30 Jun, 07 | 16 | 23.08% |
| 31 Mar, 07 | 13 | 44.44% |
| 31 Dec, 06 | 9 | -43.75% |
| 30 Sep, 06 | 16 | 77.78% |
| 30 Jun, 06 | 9 | - |
| 31 Mar, 06 | 9 | 28.57% |
| 31 Dec, 05 | 7 | - |
| 30 Sep, 05 | 7 | - |
| 30 Jun, 05 | 7 | 40.00% |
| 31 Mar, 05 | 5 | 25.00% |
| 31 Dec, 04 | 4 | -33.33% |
| 30 Sep, 04 | 6 | -50.00% |
| 30 Jun, 04 | 12 | 71.43% |
| 31 Mar, 04 | 7 | 75.00% |
| 31 Dec, 03 | 4 | -50.00% |
| 30 Sep, 03 | 8 | 14.29% |
| 30 Jun, 03 | 7 | - |
| 31 Mar, 03 | 7 | - |
| 31 Dec, 02 | 7 | 40.00% |
| 30 Sep, 02 | 5 | -37.50% |
| 30 Jun, 02 | 8 | 100.00% |
| 31 Mar, 02 | 4 | 33.33% |
| 31 Dec, 01 | 3 | - |
| 30 Sep, 01 | 3 | -25.00% |
| 30 Jun, 01 | 4 | -20.00% |
| 31 Mar, 01 | 5 | 66.67% |
| 31 Dec, 00 | 3 | - |
| 30 Sep, 00 | 3 | 50.00% |
| 30 Jun, 00 | 2 | - |
| 31 Mar, 00 | 2 | -50.00% |
| 31 Dec, 99 | 4 | 33.33% |
| 30 Sep, 99 | 3 | 50.00% |
| 30 Jun, 99 | 2 | - |
| 31 Mar, 99 | - | - |
41 institutional shareholders have reduced their position in SAH stock as of 30 Jun 24 compared to 79 in the previous quarter (a -48.10% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 125 | -33.16% | 11,659,044 | -26.04% | 34.29% | 1.60% | 61 | -18.67% | 41 | -48.10% |
| 31 Mar, 24 | 187 | -5.08% | 15,763,835 | -0.96% | 46.36% | 2.24% | 75 | -10.71% | 79 | -9.20% |
| 31 Dec, 23 | 197 | 7.07% | 15,916,666 | 3.41% | 45.48% | 2.34% | 84 | 16.67% | 87 | 6.10% |
| 30 Sep, 23 | 184 | -1.08% | 15,392,303 | -10.57% | 44.10% | 1.86% | 72 | -5.26% | 82 | -3.53% |
| 30 Jun, 23 | 186 | -0.53% | 17,211,885 | -7.71% | 48.76% | 1.81% | 76 | -5.00% | 85 | 11.84% |
| 31 Mar, 23 | 187 | -6.97% | 18,650,027 | -7.39% | 51.95% | 1.92% | 80 | - | 76 | -9.52% |
| 31 Dec, 22 | 201 | 3.08% | 20,137,213 | -2.14% | 52.03% | 1.80% | 80 | 5.26% | 84 | -11.58% |
| 30 Sep, 22 | 195 | -2.99% | 20,577,212 | -7.70% | 53.73% | 1.69% | 76 | -22.45% | 95 | 28.38% |
| 30 Jun, 22 | 201 | 1.52% | 22,294,379 | -2.92% | 56.44% | 1.75% | 98 | 13.95% | 74 | -6.33% |
| 31 Mar, 22 | 198 | -9.59% | 22,964,797 | -3.35% | 56.84% | 1.69% | 86 | -16.50% | 79 | - |
| 31 Dec, 21 | 219 | 2.34% | 23,761,403 | -0.75% | 58.04% | 1.75% | 103 | 5.10% | 79 | -1.25% |
| 30 Sep, 21 | 214 | 16.94% | 23,939,969 | 1.75% | 57.55% | 1.80% | 98 | 12.64% | 80 | 21.21% |
| 30 Jun, 21 | 183 | -0.54% | 23,528,293 | 0.67% | 56.56% | 1.78% | 87 | 14.47% | 66 | -12.00% |
| 31 Mar, 21 | 184 | -1.60% | 23,371,463 | -4.08% | 56.32% | 1.71% | 76 | -12.64% | 75 | 5.63% |
| 31 Dec, 20 | 187 | 3.31% | 24,365,132 | -2.61% | 57.35% | 1.66% | 87 | 7.41% | 71 | - |
| 30 Sep, 20 | 181 | 16.03% | 25,019,197 | -4.47% | 58.85% | 1.58% | 81 | 1.25% | 71 | 26.79% |
| 30 Jun, 20 | 156 | 10.64% | 26,190,964 | 3.45% | 60.99% | 1.73% | 80 | 15.94% | 56 | 9.80% |
| 31 Mar, 20 | 141 | -9.62% | 25,317,136 | -2.13% | 59.41% | 1.64% | 69 | -15.85% | 51 | -1.92% |
| 31 Dec, 19 | 156 | 0.65% | 25,869,280 | 1.01% | 60.14% | 1.70% | 82 | 2.50% | 52 | 20.93% |
| 30 Sep, 19 | 155 | 7.64% | 25,610,829 | -1.86% | 59.45% | 1.62% | 80 | -1.23% | 43 | 7.50% |
| 30 Jun, 19 | 144 | 11.63% | 26,097,009 | -0.34% | 60.60% | 1.62% | 81 | 62.00% | 40 | 2.56% |
| 31 Mar, 19 | 129 | -5.15% | 26,185,603 | 0.77% | 61.13% | 1.65% | 50 | -20.63% | 39 | 14.71% |
| 31 Dec, 18 | 136 | 9.68% | 25,985,084 | -4.69% | 60.84% | 1.49% | 63 | 10.53% | 34 | -2.86% |
| 30 Sep, 18 | 124 | -6.06% | 27,263,933 | -0.33% | 63.89% | 1.55% | 57 | 9.62% | 35 | -23.91% |
| 30 Jun, 18 | 132 | -1.49% | 27,354,702 | 0.52% | 64.12% | 1.59% | 52 | 6.12% | 46 | - |
| 31 Mar, 18 | 134 | -2.90% | 27,213,754 | -0.21% | 63.60% | 1.57% | 49 | -5.77% | 46 | -6.12% |
| 31 Dec, 17 | 138 | 6.15% | 27,272,378 | -2.11% | 63.74% | 1.55% | 52 | 1.96% | 49 | 8.89% |
| 30 Sep, 17 | 130 | -2.26% | 27,859,934 | -1.26% | 64.05% | 1.60% | 51 | -10.53% | 45 | 2.27% |
| 30 Jun, 17 | 133 | -13.64% | 28,214,242 | -2.47% | 63.30% | 1.52% | 57 | -24.00% | 44 | -6.38% |
| 31 Mar, 17 | 154 | 6.21% | 28,929,176 | -0.75% | 64.59% | 1.58% | 75 | 10.29% | 47 | -2.08% |
| 31 Dec, 16 | 145 | 2.11% | 29,149,049 | -0.27% | 63.87% | 1.52% | 68 | 17.24% | 48 | -11.11% |
| 30 Sep, 16 | 142 | -4.05% | 29,229,211 | -2.80% | 64.78% | 1.50% | 58 | -7.94% | 54 | 3.85% |
| 30 Jun, 16 | 148 | -1.99% | 30,070,728 | 4.89% | 65.76% | 1.76% | 63 | -18.18% | 52 | 6.12% |
| 31 Mar, 16 | 151 | -1.31% | 28,668,749 | -13.10% | 61.06% | 1.43% | 77 | 4.05% | 49 | -2.00% |
| 31 Dec, 15 | 153 | 2.68% | 32,989,179 | -1.20% | 65.34% | 1.49% | 74 | 19.35% | 50 | -15.25% |
| 30 Sep, 15 | 149 | -9.70% | 33,389,200 | -3.48% | 66.17% | 1.43% | 62 | -21.52% | 59 | - |
| 30 Jun, 15 | 165 | 7.14% | 34,594,617 | 0.69% | 68.12% | 1.49% | 79 | -1.25% | 59 | 20.41% |
| 31 Mar, 15 | 154 | 4.76% | 34,358,115 | -0.89% | 67.56% | 1.52% | 80 | 42.86% | 49 | -24.62% |
| 31 Dec, 14 | 147 | 1.38% | 34,665,737 | -2.76% | 66.58% | 1.39% | 56 | -22.22% | 65 | 41.30% |
| 30 Sep, 14 | 145 | 5.84% | 35,649,423 | 0.67% | 69.27% | 1.53% | 72 | 14.29% | 46 | -11.54% |
| 30 Jun, 14 | 137 | 3.01% | 35,410,997 | 3.72% | 67.33% | 1.59% | 63 | - | 52 | 15.56% |
| 31 Mar, 14 | 133 | - | 34,139,818 | -0.55% | 65.13% | 1.54% | 63 | -10.00% | 45 | 4.65% |
| 31 Dec, 13 | 133 | -4.32% | 34,327,543 | 0.12% | 65.12% | 1.54% | 70 | 2.94% | 43 | -18.87% |
| 30 Sep, 13 | 139 | 2.21% | 34,285,591 | 1.73% | 64.96% | 1.58% | 68 | -32.00% | 53 | 96.30% |
| 30 Jun, 13 | 136 | 119.35% | 33,701,955 | 118.95% | 64.08% | 7.48% | 100 | 143.90% | 27 | 92.86% |
| 31 Mar, 13 | 62 | 10.71% | 15,392,188 | -12.35% | 29.27% | 2.72% | 41 | 13.89% | 14 | - |
| 31 Dec, 12 | 56 | -3.45% | 17,560,996 | 8.38% | 32.79% | 3.79% | 36 | 2.86% | 14 | 7.69% |
| 30 Sep, 12 | 58 | -14.71% | 16,203,442 | -21.52% | 29.42% | 1.91% | 35 | 2.94% | 13 | -40.91% |
| 30 Jun, 12 | 68 | -4.23% | 20,645,686 | 51.13% | 39.26% | 5.74% | 34 | -15.00% | 22 | 10.00% |
| 31 Mar, 12 | 71 | 4.41% | 13,660,879 | -18.73% | 26.16% | 2.52% | 40 | - | 20 | 17.65% |
| 31 Dec, 11 | 68 | 25.93% | 16,809,720 | 19.81% | 32.21% | 4.49% | 40 | 11.11% | 17 | 21.43% |
| 30 Sep, 11 | 54 | 5.88% | 14,030,488 | -25.05% | 26.79% | 2.10% | 36 | 38.46% | 14 | -17.65% |
| 30 Jun, 11 | 51 | 2.00% | 18,719,541 | 27.77% | 35.68% | 4.57% | 26 | -18.75% | 17 | 88.89% |
| 31 Mar, 11 | 50 | 16.28% | 14,651,193 | 57.92% | 27.95% | 8.85% | 32 | 28.00% | 9 | -10.00% |
| 31 Dec, 10 | 43 | 22.86% | 9,277,585 | 4.99% | 17.77% | 6.23% | 25 | 78.57% | 10 | -33.33% |
| 30 Sep, 10 | 35 | -10.26% | 8,836,519 | -13.87% | 16.89% | 4.38% | 14 | -51.72% | 15 | 150.00% |
| 30 Jun, 10 | 39 | -13.33% | 10,259,220 | -5.91% | 19.64% | 4.45% | 29 | -6.45% | 6 | -40.00% |
| 31 Mar, 10 | 45 | 15.38% | 10,903,470 | -8.52% | 21.01% | 2.84% | 31 | 3.33% | 10 | 100.00% |
| 31 Dec, 09 | 39 | -22.00% | 11,919,041 | 25.36% | 27.19% | 5.38% | 30 | -25.00% | 5 | -28.57% |
| 30 Sep, 09 | 50 | 61.29% | 9,507,594 | 224.26% | 22.47% | 43.87% | 40 | 110.53% | 7 | -12.50% |
| 30 Jun, 09 | 31 | 55.00% | 2,932,129 | -68.69% | 7.16% | 1.31% | 19 | 58.33% | 8 | - |
| 31 Mar, 09 | 20 | -42.86% | 9,365,810 | -31.73% | 23.36% | 2.02% | 12 | -52.00% | 8 | - |
| 31 Dec, 08 | 35 | -7.89% | 13,718,256 | 57.84% | 33.99% | 7.25% | 25 | -10.71% | 8 | 33.33% |
| 30 Sep, 08 | 38 | 11.76% | 8,691,307 | 60.39% | 21.65% | 12.05% | 28 | 64.71% | 6 | -50.00% |
| 30 Jun, 08 | 34 | -10.53% | 5,418,952 | -32.83% | 13.40% | 3.42% | 17 | -26.09% | 12 | 9.09% |
| 31 Mar, 08 | 38 | -7.32% | 8,067,594 | -21.38% | 19.79% | 3.12% | 23 | -8.00% | 11 | -26.67% |
| 31 Dec, 07 | 41 | 13.89% | 10,261,627 | -0.15% | 25.17% | 4.31% | 25 | 38.89% | 15 | -6.25% |
| 30 Sep, 07 | 36 | -14.29% | 10,276,959 | -10.59% | 24.16% | 3.37% | 18 | -21.74% | 16 | - |
| 30 Jun, 07 | 42 | -2.33% | 11,494,507 | 28.48% | 26.79% | 6.15% | 23 | -14.81% | 16 | 23.08% |
| 31 Mar, 07 | 43 | -6.52% | 8,946,721 | -27.08% | 20.87% | 2.50% | 27 | -22.86% | 13 | 44.44% |
| 31 Dec, 06 | 46 | 15.00% | 12,268,976 | 14.42% | 28.88% | 4.49% | 35 | 75.00% | 9 | -43.75% |
| 30 Sep, 06 | 40 | 2.56% | 10,723,135 | 1.39% | 25.36% | 4.08% | 20 | -23.08% | 16 | 77.78% |
| 30 Jun, 06 | 39 | 14.71% | 10,576,186 | 100.55% | 24.94% | 15.94% | 26 | 18.18% | 9 | - |
| 31 Mar, 06 | 34 | 36.00% | 5,273,661 | 18.67% | 12.51% | 11.08% | 22 | 57.14% | 9 | 28.57% |
| 31 Dec, 05 | 25 | -13.79% | 4,443,958 | -48.02% | 10.63% | 2.55% | 14 | -17.65% | 7 | - |
| 30 Sep, 05 | 29 | -12.12% | 8,549,453 | -12.53% | 20.43% | 3.72% | 17 | -22.73% | 7 | - |
| 30 Jun, 05 | 33 | 17.86% | 9,774,525 | 13.55% | 23.42% | 5.51% | 22 | 15.79% | 7 | 40.00% |
| 31 Mar, 05 | 28 | 3.70% | 8,607,867 | 32.43% | 20.62% | 8.51% | 19 | -9.52% | 5 | 25.00% |
| 31 Dec, 04 | 27 | 17.39% | 6,499,694 | 2.64% | 15.57% | 6.64% | 21 | 40.00% | 4 | -33.33% |
| 30 Sep, 04 | 23 | -23.33% | 6,332,383 | -29.32% | 15.31% | 3.28% | 15 | 36.36% | 6 | -50.00% |
| 30 Jun, 04 | 30 | -9.09% | 8,959,556 | 32.88% | 21.62% | 8.07% | 11 | -50.00% | 12 | 71.43% |
| 31 Mar, 04 | 33 | 13.79% | 6,742,462 | -7.33% | 16.37% | 3.88% | 22 | -8.33% | 7 | 75.00% |
| 31 Dec, 03 | 29 | 16.00% | 7,275,891 | 118.57% | 20.54% | 31.04% | 24 | 50.00% | 4 | -50.00% |
| 30 Sep, 03 | 25 | 25.00% | 3,328,805 | 10.61% | 8.13% | 14.89% | 16 | 60.00% | 8 | 14.29% |
| 30 Jun, 03 | 20 | -9.09% | 3,009,365 | -59.17% | 7.39% | 2.28% | 10 | -9.09% | 7 | - |
| 31 Mar, 03 | 22 | 22.22% | 7,370,961 | 119.08% | 18.01% | 26.65% | 11 | 10.00% | 7 | - |
| 31 Dec, 02 | 18 | -21.74% | 3,364,523 | -30.32% | 8.22% | 6.27% | 10 | -33.33% | 7 | 40.00% |
| 30 Sep, 02 | 23 | -28.13% | 4,828,713 | -19.35% | 11.45% | 5.81% | 15 | -16.67% | 5 | -37.50% |
| 30 Jun, 02 | 32 | 23.08% | 5,987,336 | -14.58% | 14.04% | 5.19% | 18 | -10.00% | 8 | 100.00% |
| 31 Mar, 02 | 26 | 62.50% | 7,009,139 | 17.96% | 16.44% | 7.67% | 20 | 122.22% | 4 | 33.33% |
| 31 Dec, 01 | 16 | 6.67% | 5,941,881 | 68.20% | 14.64% | 19.19% | 9 | -18.18% | 3 | - |
| 30 Sep, 01 | 15 | 7.14% | 3,532,578 | -54.75% | 8.73% | 2.30% | 11 | 10.00% | 3 | -25.00% |
| 30 Jun, 01 | 14 | 27.27% | 7,807,314 | -15.91% | 19.49% | 3.85% | 10 | 233.33% | 4 | -20.00% |
| 31 Mar, 01 | 11 | -8.33% | 9,284,168 | 9.57% | 22.50% | 5.34% | 3 | -40.00% | 5 | 66.67% |
| 31 Dec, 00 | 12 | 9.09% | 8,473,125 | 2.64% | 20.53% | 5.49% | 5 | -16.67% | 3 | - |
| 30 Sep, 00 | 11 | 37.50% | 8,254,806 | 0.55% | 19.34% | 5.30% | 6 | 20.00% | 3 | 50.00% |
| 30 Jun, 00 | 8 | -11.11% | 8,209,575 | 0.65% | 19.11% | 5.09% | 5 | -16.67% | 2 | - |
| 31 Mar, 00 | 9 | - | 8,156,335 | 173.79% | 19.38% | 22.00% | 6 | 50.00% | 2 | -50.00% |
| 31 Dec, 99 | 9 | -30.77% | 2,979,060 | -42.57% | 9.38% | 4.27% | 4 | -50.00% | 4 | 33.33% |
| 30 Sep, 99 | 13 | 8.33% | 5,187,096 | 9.60% | 14.82% | 5.99% | 8 | 14.29% | 3 | 50.00% |
| 30 Jun, 99 | 12 | 20.00% | 4,732,696 | 88.99% | 15.73% | 19.66% | 7 | -30.00% | 2 | - |
| 31 Mar, 99 | 10 | - | 2,504,196 | - | 8.94% | - | 10 | - | - | - |
Sonic Automotive Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Sonic Automotive's stock was made by Byrd Heath on Jul 18 2024, selling 19,827 shares at $60.00 per share (valued at $1.19M).
Sonic Automotive Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 14 | 17 | 82.35% |
| Q1 2024 | 6 | 12 | 50.00% |
| Q3 2023 | 5 | 10 | 50.00% |
| Q2 2023 | 12 | 8 | 150.00% |
| Q1 2023 | 4 | 12 | 33.33% |
| Q4 2022 | - | 2 | - |
| Q3 2022 | 3 | 7 | 42.86% |
| Q2 2022 | 11 | - | - |
| Q1 2022 | 5 | 11 | 45.45% |
| Q2 2021 | 16 | 17 | 94.12% |
| Q1 2021 | 4 | 9 | 44.44% |
| Q4 2020 | - | - | - |
| Q3 2020 | 1 | 6 | 16.67% |
| Q2 2020 | 11 | 2 | 550.00% |
| Q1 2020 | 16 | 13 | 123.08% |
| Q4 2019 | - | 2 | - |
| Q3 2019 | 1 | 1 | 100.00% |
| Q2 2019 | 6 | 1 | 600.00% |
| Q1 2019 | 5 | 14 | 35.71% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Sonic Automotive's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 10 | - |
| Q1 2024 | - | - | - |
| Q3 2023 | - | 5 | - |
| Q2 2023 | - | 4 | - |
| Q1 2023 | - | 2 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | 5 | - |
| Q2 2022 | 2 | - | - |
| Q1 2022 | - | 3 | - |
| Q2 2021 | - | 9 | - |
| Q1 2021 | - | 1 | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | 6 | - |
| Q2 2020 | - | 1 | - |
| Q1 2020 | 4 | - | - |
| Q4 2019 | - | 2 | - |
| Q3 2019 | - | 1 | - |
| Q2 2019 | - | 1 | - |
| Q1 2019 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Sonic Automotive's stocks.
SAH Ownership FAQ
Who Owns Sonic Automotive?
Sonic Automotive is owned by institutional shareholders (34.29%), insiders (33.45%), and public (32.26%). The largest institutional shareholder of Sonic Automotive is BLACKROCK INC. (6.98% of total shares) and the top mutual fund owner is HOTCHKIS & WILEY FUNDS /DE/ (1.29% of total shares).
Who are the major institutional shareholders of Sonic Automotive?
Sonic Automotive's major institutional shareholders are BLACKROCK INC., DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, and STATE STREET CORP. The top five shareholders own together 21.26% of the company's share outstanding.
How many Sonic Automotive shareholders are there?
As of Jun 2024, there are 125 institutional shareholders of Sonic Automotive.
What percentage of Sonic Automotive is owned by BLACKROCK INC?
BLACKROCK INC owns 2.37M shares of Sonic Automotive, representing 6.98% of the company's total shares outstanding, valued at $129.19M (as of Jun 2024).
What percentage of Sonic Automotive is owned by DIMENSIONAL FUND ADVISORS LP?
As of Jun 2024, DIMENSIONAL FUND ADVISORS LP holds 1.74M shares of Sonic Automotive (SAH), compromising 5.12% of the company, valued at $94.75M.
What percentage of Sonic Automotive is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Sonic Automotive. The company owns 1.55M of the company's shares outstanding (worth $84.59M).