Sonic Automotive Ownership | Who Owns Sonic Automotive?

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Sonic Automotive Ownership Summary

Sonic Automotive is owned by 45.58% institutional investors, 33.33% insiders, and 21.09% retail investors. Blackrock is the largest institutional shareholder, holding 6.98% of SAH shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 2.75% of its assets in Sonic Automotive shares.

SAH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sonic Automotive	45.58%	33.33%	21.09%
Sector	Consumer Cyclical Stocks	59.49%	12.59%	27.92%
Industry	Car Dealership Stocks	64.01%	9.65%	26.34%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.37M	6.98%	$129.19M
Dimensional fund advisors lp	1.74M	5.12%	$94.75M
Vanguard group	1.55M	4.57%	$84.59M
Hotchkis & wiley capital management	875.91K	2.58%	$47.71M
State street	687.79K	2.02%	$37.67M
Westwood group	595.92K	1.75%	$32.46M
Invesco	587.08K	1.73%	$31.98M
Macquarie group	555.26K	1.63%	$30.25M
Millennium management	456.59K	1.34%	$24.87M
Charles schwab investment management	391.74K	1.15%	$21.34M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Towle	382.74K	2.73%	$20.85M
Formula growth	50.80K	1.01%	$2.77M
Denali advisors	48.10K	0.72%	$2.62M
Truemark investments	16.84K	0.31%	$917.17K
J. goldman & co lp	200.77K	0.31%	$10.94M
Teewinot capital advisers	39.26K	0.21%	$2.14M
Am squared	1.50K	0.21%	$81.70K
Hotchkis & wiley capital management	875.91K	0.17%	$47.71M
Westwood group	595.92K	0.15%	$32.46M
Nebula research & development	16.16K	0.14%	$880.45K

Top Buyers

Holder	Shares	% Assets	Change
Citigroup	104.20K	0.00%	93.51K
Victory capital management	100.60K	0.01%	84.49K
Squarepoint ops	95.01K	0.01%	82.82K
Bnp paribas arbitrage, snc	90.67K	0.00%	50.69K
First trust advisors lp	59.68K	0.00%	47.27K

Top Sellers

Holder	Shares	% Assets	Change
State of wisconsin investment board	10.21K	0.00%	-132.18K
Hite hedge asset management	19.15K	0.10%	-96.79K
Lsv asset management	10.30K	0.00%	-94.90K
Hotchkis & wiley capital management	875.91K	0.17%	-68.14K
Cubist systematic strategies	84.22K	0.03%	-60.69K

New Positions

Holder	Shares	% Assets	Change	Value
Healthcare of ontario pension plan trust fund	24.80K	0.00%	24.80K	$1.35M
Truemark investments	16.84K	0.31%	16.84K	$917.17K
Susquehanna fundamental investments	11.84K	0.01%	11.84K	$644.82K
Corebridge financial	8.46K	0.00%	8.46K	$460.82K
Walleye capital	8.16K	0.00%	8.16K	$444.64K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-3.00
Lindbrook capital	-8.00
Northwestern mutual wealth management	-11.00
Stephens consulting	-14.00
Signaturefd	-21.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	189	-3.08%	15,496,154	-0.05%	45	2.19%	75	-21.88%	82	18.84%
Jun 30, 2024	192	2.67%	15,478,303	-1.81%	45	2.12%	94	25.33%	68	-13.92%
Mar 31, 2024	187	-5.08%	15,763,835	-0.96%	46	2.24%	75	-10.71%	79	-9.20%
Dec 31, 2023	197	7.07%	15,916,666	3.41%	45	2.34%	84	16.67%	87	6.10%
Sep 30, 2023	184	-1.08%	15,392,303	-10.57%	44	1.85%	72	-5.26%	82	-3.53%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	940.32K	2.75%	486.00
Delaware Small Cap Core I	621.65K	1.82%	-
Vanguard Total Stock Mkt Idx Inv	410.87K	1.20%	624.00
iShares Russell 2000 ETF	406.08K	1.19%	-854.00
DFA US Small Cap Value I	367.04K	1.07%	-
Vanguard Small Cap Index	332.94K	0.97%	650.00
American Beacon Small Cp Val R5	326.98K	0.96%	-600.00
Invesco S&P SmallCap 600 Revenue ETF	314.61K	0.92%	504.00
Hotchkis & Wiley Small Cap Value I	246.60K	0.72%	-
DFA US Targeted Value I	236.47K	0.69%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 18, 2024	Byrd Heath	EVP and CFO	Sell	$1.19M
Jun 12, 2024	Byrd Heath	EVP and CFO	Sell	$148.81K
Jun 12, 2024	DYKE JEFF	President	Sell	$1.00M
May 28, 2024	DYKE JEFF	President	Sell	$851.43K
May 15, 2024	SMITH DAVID BRUTON	Chairman and CEO	Sell	$988.10K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	1
2024 Q2	-	10
2024 Q1	-	-
2023 Q3	-	5
2023 Q2	-	4

SAH Ownership FAQ

Who Owns Sonic Automotive?

Sonic Automotive shareholders are primarily institutional investors at 45.58%, followed by 33.33% insiders and 21.09% retail investors. The average institutional ownership in Sonic Automotive's industry, Car Dealership Stocks, is 64.01%, which Sonic Automotive falls below.

Who owns the most shares of Sonic Automotive?

Sonic Automotive’s largest shareholders are Blackrock (2.37M shares, 6.98%), Dimensional fund advisors lp (1.74M shares, 5.12%), and Vanguard group (1.55M shares, 4.57%). Together, they hold 16.66% of Sonic Automotive’s total shares outstanding.

Does Blackrock own Sonic Automotive?

Yes, BlackRock owns 6.98% of Sonic Automotive, totaling 2.37M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 129.19M$. In the last quarter, BlackRock decreased its holdings by -39.374K shares, a -1.63% change.

Who is Sonic Automotive’s biggest shareholder by percentage of total assets invested?

Towle is Sonic Automotive’s biggest shareholder by percentage of total assets invested, with 2.73% of its assets in 382.74K Sonic Automotive shares, valued at 20.85M$.

Who is the top mutual fund holder of Sonic Automotive shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Sonic Automotive shares, with 2.75% of its total shares outstanding invested in 940.32K Sonic Automotive shares.

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