Security Snapshot

SONIC AUTOMOTIVE INC - Class A Stock (SAH) Institutional Ownership

CUSIP: 83545G102

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

235

Shares (Excl. Options)

14.57MFull value: 14,570,186 · shares · 30 Jun 2026

Price

$84.79

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+260,347
Value change
+$28,502,373
Number of holders
235
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
19,681,835
SEC-reported price per share
$60.35
Insider filing price
$60.35
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • SAH - SONIC AUTOMOTIVE INC - Class A Stock is tracked under CUSIP 83545G102.
  • 235 institutions reported positions in Q2 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 223 to 235 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $978.02MFull value: $978,020,369 · USD · 31 Mar 2026
    to
    $1.23BFull value: $1,234,098,991 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 235 institutions filings for Q2 2026.

Open SEC evidence

Security key

83545G102

13F reference period

Q2 2026

13F holders

235

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
SAH
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SMITH BRYAN SCOTT 42% $1,117,122,173 13,365,903 David Bruton Smith 12 Jun 2026
BlackRock, Inc. 9.1% -11% $108,090,045 -$26,034,050 1,791,047 -19% BlackRock, Inc. 30 Sep 2026
DIMENSIONAL FUND ADVISORS LP 6.1% -18% $106,753,416 -$25,283,521 1,335,583 -19% Dimensional Fund Advisors LP 30 Jun 2025
As of 30 Jun 2026, 235 institutional investors reported holding
14.57MFull value: 14,570,186 · shares · 30 Jun 2026
shares of SONIC AUTOMOTIVE INC - Class A Stock (SAH). This represents 74% of the company’s total
19.68MFull value: 19,681,835 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
59%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 12% 2,406,210 -4.1% 0% $204,022,553
DIMENSIONAL FUND ADVISORS LP 6.8% 1,334,018 +1.5% 0.02% $113,111,805
VANGUARD PORTFOLIO MANAGEMENT LLC 3.9% 760,863 -8.2% 0% $64,513,574
LSV ASSET MANAGEMENT 3.7% 733,977 0.11% $62,234,000
STATE STREET CORP 3.2% 634,362 -6.1% 0% $54,062,519
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 3% 588,516 -7.3% 0.07% $49,900,000
VANGUARD CAPITAL MANAGEMENT LLC 2.7% 536,078 -7.2% 0% $45,454,054
WESTWOOD HOLDINGS GROUP INC 2.5% 494,907 -19% 0.32% $41,963,164
Invesco Ltd. 2% 388,304 -14% 0% $32,924,296
Nuveen, LLC 2% 386,136 +22% 0.01% $32,740,472
AMERICAN CENTURY COMPANIES INC 1.9% 366,892 +64% 0.01% $31,108,853
GEODE CAPITAL MANAGEMENT, LLC 1.7% 325,171 -9.9% 0% $27,575,901
JPMORGAN CHASE & CO 1.5% 294,753 +1224% 0% $25,005,337
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.4% 277,547 -15% 0% $23,533,210
MORGAN STANLEY 1.4% 273,430 +49% 0% $23,184,257
NORTHERN TRUST CORP 1.2% 234,242 -6.8% 0% $19,861,379
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.1% 223,776 +13% 0.33% $18,973,967
D. E. Shaw & Co., Inc. 1% 204,779 +155% 0.01% $17,363,211
TWO SIGMA INVESTMENTS, LP 1% 196,402 -17% 0.01% $16,652,926
GOLDMAN SACHS GROUP INC 0.99% 195,215 +30% 0% $16,552,282
Bank of New York Mellon Corp 0.98% 192,741 -3.9% 0% $16,342,478
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.93% 183,076 -16% 0.05% $15,523,014
Empowered Funds, LLC 0.79% 156,371 +19% 0.07% $13,258,697
HEARTLAND ADVISORS INC 0.75% 147,598 +20% 0.56% $12,514,834
BANK OF AMERICA CORP /DE/ 0.66% 130,802 +0.39% 0% $11,090,666

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 207,571 $11,510,469 -$4,662,559 $60.35 47
2026 Q2 14,570,186 $1,234,098,991 +$28,502,373 $84.79 235
2026 Q1 14,264,184 $978,020,369 -$20,324,794 $68.57 223
2025 Q4 14,979,669 $926,995,413 -$94,812,567 $61.86 227
2025 Q3 15,541,909 $1,182,525,553 +$10,816,954 $76.09 225
2025 Q2 15,361,160 $1,228,186,905 +$17,294,773 $79.93 212
2025 Q1 15,227,094 $867,756,056 +$11,695,007 $56.96 203
2024 Q4 15,046,727 $953,586,042 -$28,189,980 $63.35 185
2024 Q3 15,496,153 $906,096,159 +$3,037,424 $58.48 186
2024 Q2 15,503,538 $844,745,135 -$16,821,999 $54.47 191
2024 Q1 15,765,450 $897,831,887 -$7,077,857 $56.94 183
2023 Q4 15,911,397 $894,582,981 +$29,464,570 $56.21 195
2023 Q3 15,393,496 $735,426,880 -$80,277,448 $47.76 181
2023 Q2 17,152,741 $818,098,206 -$63,748,047 $47.67 182
2023 Q1 18,288,677 $994,086,579 -$94,066,088 $54.34 181
2022 Q4 20,168,255 $993,914,847 -$20,019,824 $49.27 198
2022 Q3 20,626,734 $893,329,819 -$65,979,142 $43.30 187
2022 Q2 22,290,179 $816,779,836 -$20,774,915 $36.63 194
2022 Q1 22,953,526 $977,161,314 -$39,303,004 $42.51 196
2021 Q4 23,757,287 $1,174,492,551 -$12,995,109 $49.45 213
2021 Q3 23,937,583 $1,258,111,241 +$24,466,385 $52.54 200
2021 Q2 23,524,151 $1,052,641,374 +$4,563,603 $44.74 178
2021 Q1 23,360,018 $1,158,082,823 -$39,201,590 $49.57 176
2020 Q4 24,339,489 $938,903,284 -$43,298,953 $38.57 180
2020 Q3 25,046,631 $1,006,148,877 -$38,501,723 $40.16 175
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