SONIC AUTOMOTIVE INC - Common Stock (SAH) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
SAH on NYSE
Shares outstanding
21,894,803
Price per share
$61.87
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
15,541,898
Total reported value
$1,182,524,716
% of total 13F portfolios
0%
Share change
+141,572
Value change
+$9,672,676
Number of holders
224
Price from insider filings
$61.87
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SONIC AUTOMOTIVE INC - Common Stock (SAH) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 10% $133,612,492 2,222,430 BlackRock, Inc. 31 Mar 2025
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 Sep 2025, 224 institutional investors reported holding 15,541,898 shares of SONIC AUTOMOTIVE INC - Common Stock (SAH). This represents 71% of the company’s total 21,894,803 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SONIC AUTOMOTIVE INC - Common Stock (SAH) together control 55% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 11% 2,414,514 +0.27% 0% $183,720,385
VANGUARD GROUP INC 7.5% 1,646,450 +6.2% 0% $125,278,381
DIMENSIONAL FUND ADVISORS LP 5.8% 1,278,780 -4.3% 0.02% $97,301,256
MACQUARIE GROUP LTD 3.6% 788,787 -8.9% 0.07% $60,019,000
STATE STREET CORP 2.9% 638,707 +3.9% 0% $48,840,743
GOLDMAN SACHS GROUP INC 2.3% 514,408 +17% 0.01% $39,141,338
WESTWOOD HOLDINGS GROUP INC 2.3% 501,181 +1.6% 0.27% $38,135,000
Invesco Ltd. 2.1% 456,508 +1.4% 0.01% $34,735,694
MILLENNIUM MANAGEMENT LLC 1.7% 383,117 +21% 0.02% $29,151,373
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.7% 376,436 +9% 0% $28,643,015
GEODE CAPITAL MANAGEMENT, LLC 1.7% 370,591 +8.3% 0% $28,202,344
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.5% 327,055 -42% 0.08% $24,885,615
Nuveen, LLC 1.3% 295,549 +1.6% 0.01% $22,488,324
NORTHERN TRUST CORP 1.2% 261,453 -0.87% 0% $19,893,959
BANK OF AMERICA CORP /DE/ 1.1% 243,206 +1.7% 0% $18,505,545
JACOBS LEVY EQUITY MANAGEMENT, INC 1% 223,396 -8.7% 0.07% $16,998,202
Bank of New York Mellon Corp 0.91% 199,982 -1% 0% $15,216,630
MORGAN STANLEY 0.89% 194,510 -14% 0% $14,800,336
TUDOR INVESTMENT CORP ET AL 0.84% 183,522 +41% 0.09% $13,964,189
TOWLE & CO 0.68% 148,905 -17% 2.9% $11,330,181
Squarepoint Ops LLC 0.56% 122,575 -3.3% 0.02% $9,326,732
JPMORGAN CHASE & CO 0.53% 116,909 -20% 0% $8,895,606
First Eagle Investment Management, LLC 0.52% 113,116 +0.8% 0.02% $8,606,996
Phocas Financial Corp. 0.51% 112,521 +2.1% 1.1% $8,561,723
AMERICAN CENTURY COMPANIES INC 0.5% 110,410 +250% 0% $8,401,146

Institutional Holders of SONIC AUTOMOTIVE INC - Common Stock (SAH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 47,324 $2,977,902 -$3,590,340 $61.87 12
2025 Q3 15,541,898 $1,182,524,716 +$9,672,676 $76.09 224
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
2020 Q2 26,164,889 $835,023,342 +$43,391,186 $31.91 147
2020 Q1 25,286,350 $335,884,381 -$34,105,595 $13.28 136
2019 Q4 25,869,113 $802,116,810 +$5,724,604 $31.00 151
2019 Q3 25,610,691 $804,559,613 -$7,124,371 $31.41 148
2019 Q2 26,096,868 $609,475,157 +$17,818,261 $23.35 140
2019 Q1 26,186,927 $387,914,584 +$3,224,737 $14.81 123
2018 Q4 25,980,603 $357,577,749 -$17,088,545 $13.76 131
2018 Q3 27,136,717 $525,171,182 -$811,319 $19.35 121
2018 Q2 27,184,715 $560,144,733 +$2,721,777 $20.60 124
2018 Q1 27,067,751 $513,051,403 -$161,036 $18.95 126
2017 Q4 27,097,107 $500,064,145 -$13,430,563 $18.45 129
2017 Q3 27,730,028 $565,772,259 -$7,107,931 $20.40 125
2017 Q2 28,092,314 $545,128,013 -$13,841,621 $19.45 127
2017 Q1 28,805,032 $577,641,752 +$62,255,413 $20.05 147
2016 Q4 29,148,840 $667,621,698 +$6,304,121 $22.90 141
2016 Q3 29,229,031 $549,615,103 -$10,854,004 $18.80 138
2016 Q2 30,009,132 $514,312,175 +$21,224,773 $17.11 145
2016 Q1 28,668,450 $530,187,149 -$97,987,570 $18.48 148
2015 Q4 32,988,938 $750,754,867 -$4,735,675 $22.76 149
2015 Q3 33,388,855 $681,827,734 -$25,898,531 $20.42 145
2015 Q2 34,594,221 $824,385,902 +$4,558,943 $23.83 160
2015 Q1 34,357,206 $855,657,077 -$8,424,372 $24.90 150
2014 Q4 34,665,058 $936,168,874 -$24,117,961 $27.04 145
2014 Q3 35,649,307 $873,770,512 -$2,470,229 $24.51 142
2014 Q2 35,410,911 $944,716,115 -$7,713,236 $26.68 134
2014 Q1 34,139,732 $767,645,755 -$8,558,433 $22.48 132