Sonic Automotive Ownership | Who Owns Sonic Automotive?

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Sonic Automotive Ownership Summary

Sonic Automotive is owned by 41.63% institutional investors, 33.33% insiders, and 25.03% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.01% of SAH shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 2.67% of its assets in Sonic Automotive shares.

SAH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sonic Automotive	41.63%	33.33%	25.03%
Sector	Consumer Cyclical Stocks	48.44%	13.23%	38.33%
Industry	Car Dealership Stocks	55.05%	9.23%	35.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	2.38M	7.01%	$150.91M
Blackrock	2.37M	6.98%	$129.19M
Dimensional fund advisors lp	1.65M	4.86%	$104.65M
Vanguard group	1.56M	4.58%	$98.66M
Hotchkis & wiley capital management	889.23K	2.62%	$56.33M
Macquarie group	759.14K	2.23%	$48.09M
State street	687.79K	2.02%	$37.67M
Invesco	600.36K	1.77%	$38.03M
Westwood group	508.19K	1.49%	$32.19M
Millennium management	476.11K	1.40%	$30.16M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Towle	313.31K	3.41%	$19.85M
Formula growth	50.80K	1.09%	$3.22M
Phocas financial	17.66K	0.83%	$1.12M
Denali advisors	87.10K	0.58%	$5.52M
Pacific global investment management	4.55K	0.37%	$288.50K
Hite hedge asset management	58.53K	0.27%	$3.71M
Teewinot capital advisers	39.26K	0.25%	$2.49M
Westwood group	508.19K	0.25%	$32.19M
J. goldman & co lp	127.11K	0.21%	$8.05M
Am squared	1.50K	0.21%	$81.70K

Top Buyers

Holder	Shares	% Assets	Change
Verition fund management	91.03K	0.02%	80.34K
Hotchkis & wiley capital management	889.23K	0.19%	64.54K
Denali advisors	87.10K	0.58%	45.86K
Voloridge investment management	69.77K	0.02%	36.69K
Blackrock funding, inc. /de	2.38M	0.00%	32.01K

Top Sellers

Holder	Shares	% Assets	Change
Guggenheim capital	-	-	-95.92K
Westwood group	508.19K	0.25%	-70.37K
Goldman sachs group	157.99K	0.00%	-63.73K
Towle	313.31K	3.41%	-59.49K
Citadel advisors	2.60K	-	-54.10K

New Positions

Holder	Shares	% Assets	Change	Value
New age alpha advisors	20.69K	0.05%	20.69K	$1.31M
Campbell & co investment adviser	12.45K	0.06%	12.45K	$788.64K
Gotham asset management	4.55K	0.00%	4.55K	$287.99K
Proshare advisors	4.45K	0.00%	4.45K	$281.72K
Intech investment management	4.18K	0.00%	4.18K	$227.69K

Sold Out

Holder	Change
Mendota financial group	-1.00
Claris advisors, llc / mo /	-1.00
Nelson, van denburg & campbell wealth management group	-3.00
Global retirement partners	-6.00
Capital performance advisors llp	-7.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	179	-5.29%	14,155,551	-8.65%	41	2.00%	75	-	73	-10.98%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	904.29K	2.67%	624.00
Macquarie Small Cap Core I	621.65K	1.84%	-
Delaware Small Cap Core I	621.65K	1.82%	-
Vanguard Total Stock Mkt Idx Inv	410.87K	1.21%	-
Vanguard US Total Market Shares ETF	410.24K	1.21%	-
iShares Russell 2000 ETF	394.24K	1.16%	-3.41K
Vanguard Small Cap Index	339.44K	1.00%	273.00
American Beacon Small Cp Val R5	315.42K	0.93%	-908.00
DFA US Small Cap Value I	259.88K	0.77%	-43.14K
Invesco S&P SmallCap 600 Revenue ETF	259.24K	0.77%	-

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
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	1
2024 Q2	-	10
2024 Q1	-	-

SAH Ownership FAQ

Who Owns Sonic Automotive?

Sonic Automotive shareholders are primarily institutional investors at 41.63%, followed by 33.33% insiders and 25.04% retail investors. The average institutional ownership in Sonic Automotive's industry, Car Dealership Stocks, is 55.05%, which Sonic Automotive falls below.

Who owns the most shares of Sonic Automotive?

Sonic Automotive’s largest shareholders are Blackrock funding, inc. /de (2.38M shares, 7.01%), Blackrock (2.37M shares, 6.98%), and Dimensional fund advisors lp (1.65M shares, 4.86%). Together, they hold 18.84% 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 3.41% of its assets in 313.31K Sonic Automotive shares, valued at 19.85M$.

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 2.67% of its total shares outstanding invested in 904.29K Sonic Automotive shares.

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