Sonic Automotive Ownership | Who Owns Sonic Automotive?
Sonic Automotive Ownership Summary
Sonic Automotive is owned by 35.26% institutional investors, 39.58% insiders, and 25.16% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.42% of SAH shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 2.86% of its assets in Sonic Automotive shares.
SAH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sonic Automotive | 35.26% | 39.58% | 25.16% |
| Sector | Consumer Cyclical Stocks | 249.86% | 15.44% | -165.30% |
| Industry | Car Dealership Stocks | 35.71% | 8.07% | 56.22% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.51M | 7.42% | $171.97M |
| Blackrock | 2.37M | 6.98% | $129.19M |
| Vanguard group | 1.63M | 4.77% | $100.87M |
| Dimensional fund advisors lp | 1.31M | 3.89% | $90.09M |
| State street | 675.85K | 2.00% | $46.60M |
| Macquarie management | 634.93K | 1.88% | $43.54M |
| Westwood group | 607.88K | 1.80% | $41.68M |
| Invesco | 450.18K | 1.33% | $30.87M |
| Geode capital management | 360.94K | 1.07% | $24.75M |
| Charles schwab investment management | 326.68K | 0.97% | $22.40M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Formula growth | 35.80K | 1.11% | $2.45M |
| Phocas financial | 87.72K | 0.94% | $6.01M |
| Heartland advisors | 123.22K | 0.43% | $8.45M |
| Ai financial services | 11.65K | 0.38% | $798.59K |
| Pacific global investment management | 4.55K | 0.37% | $288.50K |
| Pdt partners | 76.70K | 0.31% | $5.26M |
| Westwood group | 607.88K | 0.30% | $41.68M |
| Bridgeway capital management | 197.97K | 0.27% | $13.58M |
| Teewinot capital advisers | 39.26K | 0.21% | $2.69M |
| Am squared | 1.50K | 0.21% | $81.70K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Heartland advisors | 123.22K | 0.43% | 123.22K |
| Balyasny asset management | 109.09K | 0.01% | 109.09K |
| Vanguard fiduciary trust | 97.91K | 0.00% | 97.91K |
| Cx institutional | 87.49K | 0.18% | 87.49K |
| Hrt financial lp | 86.78K | 0.01% | 86.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | - | - | -788.79K |
| Millennium management | 52.10K | 0.00% | -178.05K |
| Towle | - | - | -141.09K |
| Pacer advisors | - | - | -136.64K |
| Bnp paribas arbitrage, snc | 51.13K | 0.00% | -130.05K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Heartland advisors | 123.22K | 0.43% | 123.22K | $8.45M |
| Balyasny asset management | 109.09K | 0.01% | 109.09K | $7.48M |
| Vanguard fiduciary trust | 97.91K | 0.00% | 97.91K | $6.71M |
| Cx institutional | 87.49K | 0.18% | 87.49K | $6.00M |
| Hrt financial lp | 86.78K | 0.01% | 86.78K | $5.95M |
Sold Out
| Holder | Change |
|---|---|
| Caitong asset management | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Larson financial group | -1.00 |
| Mendota financial group | -1.00 |
| Nelson, van denburg & campbell wealth management group | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 185 | -18.14% | 11,919,413 | -20.43% | 35 | 1.84% | 95 | -12.84% | 60 | -32.58% |
| Dec 31, 2025 | 70 | -69.30% | 2,277,660 | -85.36% | 6 | 0.32% | 31 | -76.15% | 26 | -58.06% |
| Sep 30, 2025 | 87 | -57.97% | 3,329,783 | -77.19% | 9 | 0.53% | 49 | -52.43% | 20 | -75.00% |
| Jun 30, 2025 | 212 | 4.43% | 15,336,057 | 1.64% | 44 | 2.27% | 105 | - | 81 | 26.56% |
| Mar 31, 2025 | 203 | 7.41% | 15,216,012 | 1.12% | 44 | 2.29% | 107 | 35.44% | 64 | -16.88% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 905.20K | 2.86% | 231.00 |
| Macquarie Small Cap Core I | 654.70K | 1.92% | -49.18K |
| Delaware Small Cap Core I | 621.65K | 1.82% | - |
| Nomura Small Cap Core I | 511.01K | 1.62% | -12.76K |
| Nomura US Small Cap Core Equity | 511.01K | 1.52% | 510.97K |
| Vanguard Total Stock Mkt Idx Inv | 398.11K | 1.26% | - |
| Vanguard US Total Market Shares ETF | 410.24K | 1.21% | - |
| iShares Russell 2000 ETF | 353.87K | 1.12% | 2.96K |
| Vanguard Small Cap Index | 297.98K | 0.94% | -1.28K |
| Invesco S&P SmallCap 600 Revenue ETF | 268.46K | 0.85% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 28, 2026 | Byrd Heath | EVP and CFO | Sell | $809.71K |
| Feb 12, 2026 | Rusnak Paul P. | - | Buy | $688.64K |
| Feb 13, 2026 | Rusnak Paul P. | - | Buy | $2.91M |
| Feb 17, 2026 | Rusnak Paul P. | - | Buy | $688.29K |
| Feb 11, 2026 | Rusnak Paul P. | - | Buy | $115.82K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | 6 | - |
| 2025 Q4 | - | - |
| 2025 Q2 | - | 4 |
| 2025 Q1 | - | - |
SAH Ownership FAQ
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