Sonic Automotive Inc (SAH) Ownership

61.68 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Sonic Automotive Inc (SAH), owning a total of 2.4 million shares. Combined, the top 40 institutional holders of SAH own 52.60% of the company with a total of 18.1 million shares.

In the latest ownership report on June 30th 2024, the top 40 institutional holders decreased their combined ownership of SAH by 339 thousand shares. 6 institutions bought 40,355 total additional shares and increased their ownership by an average of 1.90%. However 14 institutions sold 379,684 total shares and decreased their ownership by an average of 4.56%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Sonic Automotive decreased by a net total of -339,329 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	6.937%	-1.633%	2,371,681	-39,374	2024-06-30
Dimensional Fund Advisors, Inc.	5.088%	-1.412%	1,739,553	-24,912	2024-06-30
Vanguard Group Inc	4.542%	-2.445%	1,552,927	-38,918	2024-06-30
Hotchkis & Wiley Capital Management LLC	2.562%	-7.218%	875,906	-68,140	2024-06-30
State Street Corp	2.012%	-3.940%	687,787	-28,213	2024-06-30
Westwood Holdings Group Inc	1.743%	-5.478%	595,916	-34,534	2024-06-30
Amvescap Plc.	1.717%	-3.436%	587,082	-20,890	2024-06-30
Macquarie Group Ltd	1.624%	0.369%	555,257	2,042	2024-06-30
Morgan Stanley - Brokerage Accounts	1.498%	-9.507%	512,194	-53,812	2024-06-30
Millennium Management LLC	1.335%	3.763%	456,588	16,556	2024-06-30
Charles Schwab Investment Management Inc	1.146%	-0.443%	391,739	-1,744	2024-06-30
Towle & Co	1.119%	0.469%	382,736	1,786	2024-06-30
Geode Capital Management, LLC	0.975%	2.500%	333,331	8,131	2024-06-30
Jacobs Levy Equity Management, Inc.	0.843%	4.286%	288,093	11,839	2024-06-30
Northern Trust Corp	0.785%	-1.920%	268,496	-5,256	2024-06-30
Bank of New York Mellon Corp	0.741%	-2.004%	253,450	-5,183	2024-06-30
Goldman Sachs Group Inc	0.665%	0.000%	227,194	1	2024-06-30
J. Goldman & Co LP	0.587%	-20.789%	200,773	-52,692	2024-06-30
Bank of America Corp	0.533%	-0.398%	182,382	-729	2024-06-30
Nuveen Asset Management, LLC	0.464%	-3.226%	158,583	-5,287	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	6.937%	-1.633%	2,371,681	-39,374	2024-06-30
Dimensional Fund Advisors, Inc.	5.088%	-1.412%	1,739,553	-24,912	2024-06-30
Vanguard Group Inc	4.542%	-2.445%	1,552,927	-38,918	2024-06-30
Hotchkis & Wiley Capital Management LLC	2.562%	-7.218%	875,906	-68,140	2024-06-30
State Street Corporation	2.099%	0.632%	716,000	4,494	2024-03-31
State Street Corp	2.012%	-3.940%	687,787	-28,213	2024-06-30
Westwood Holdings Group Inc	1.743%	-5.478%	595,916	-34,534	2024-06-30
Amvescap Plc.	1.717%	-3.436%	587,082	-20,890	2024-06-30
Macquarie Group Ltd	1.624%	0.369%	555,257	2,042	2024-06-30
Morgan Stanley - Brokerage Accounts	1.498%	-9.507%	512,194	-53,812	2024-06-30
Balyasny Asset Management LLC	1.364%	-23.798%	482,937	-150,818	2022-12-31
Millennium Management LLC	1.335%	3.763%	456,588	16,556	2024-06-30
Pacer Advisors, INC.	1.173%	21.377%	415,408	73,163	2022-12-31
Charles Schwab Investment Management Inc	1.146%	-0.443%	391,739	-1,744	2024-06-30
Towle & Co	1.119%	0.469%	382,736	1,786	2024-06-30
Envestnet Asset Management Inc	1.006%	0.000%	356,639	356,639	2023-03-31
Arrowstreet Capital Limited Partnership	0.991%	-14.281%	351,129	-58,500	2023-03-31
EVR Research LP	1.033%	29.630%	350,000	80,000	2023-06-30
Geode Capital Management, LLC	0.975%	2.500%	333,331	8,131	2024-06-30
Schonfeld Strategic Advisors LLC	0.852%	293.007%	301,829	225,029	2022-12-31
Jacobs Levy Equity Management, Inc.	0.843%	4.286%	288,093	11,839	2024-06-30
Northern Trust Corp	0.785%	-1.920%	268,496	-5,256	2024-06-30
Cooper Creek Partners Management LLC	0.760%	0.000%	257,558	257,558	2023-12-31
Bank of New York Mellon Corp	0.741%	-2.004%	253,450	-5,183	2024-06-30
Royce & Associates, LP	0.631%	-2.700%	230,650	-6,400	2022-09-30
Goldman Sachs Group Inc	0.665%	0.000%	227,194	1	2024-06-30
Knightsbridge Asset Management, LLC	0.635%	-1.077%	224,885	-2,448	2023-03-31
Mutual Of America Capital Management LLC	0.602%	-5.451%	204,043	-11,763	2023-09-30
J. Goldman & Co LP	0.587%	-20.789%	200,773	-52,692	2024-06-30
LSV Asset Management	0.586%	-49.529%	198,400	-194,700	2023-09-30
Fuller & Thaler Asset Management Inc	0.559%	0.000%	198,224	198,224	2023-03-31
Bridgeway Capital Management, LLC	0.562%	-15.624%	190,345	-35,246	2023-09-30
Voss Capital LLC	0.535%	0.000%	189,630	189,630	2023-06-30
Bank of America Corp	0.533%	-0.398%	182,382	-729	2024-06-30
American Century Companies Inc	0.535%	-20.460%	181,220	-46,615	2023-06-30
Citadel Advisors Llc	0.482%	12.788%	163,465	18,534	2023-09-30
State Of Wisconsin Investment Board	0.471%	-2.313%	159,621	-3,780	2023-12-31
Nuveen Asset Management, LLC	0.464%	-3.226%	158,583	-5,287	2024-06-30
Teewinot Capital Advisers LLC	0.406%	-24.219%	137,690	-44,005	2023-09-30
Ameriprise Financial Inc	0.403%	7.727%	136,586	9,797	2023-12-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Sonic Automotive Inc (SAH), owning a total of 0.9 million shares. Combined, the top 32 mutual fund holders of SAH own 27.42% of the company with a total of 9.4 million shares.

In the latest ownership report on October 31st 2024, the top 32 fund holders increased their combined ownership of SAH by 226 shares. 2 funds bought 1,120 total additional shares and increased their ownership by an average of 0.10%. However 2 funds sold 1,346 total shares and decreased their ownership by an average of 0.25%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Sonic Automotive decreased by a net total of -226 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	2.717%	0.105%	928,815	972	2024-10-31
iShares Russell 2000 ETF	1.103%	-0.226%	377,165	-854	2024-10-31
Invesco S&P SmallCap 600 Revenue ETF	0.896%	0.000%	306,247	0	2024-10-31
Schwab Fundamental U.S. Small CompanyETF	0.622%	0.000%	212,763	0	2024-10-31
Invesco S&P SmallCap Value with Momt ETF	0.529%	-0.271%	180,814	-492	2024-10-31
Dimensional US Targeted Value ETF	0.494%	0.000%	168,957	0	2024-10-31
iShares S&P Small-Cap 600 Value ETF	0.443%	0.098%	151,311	148	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	2.717%	0.105%	928,815	972	2024-10-31
Delaware Small Cap Core I	1.818%	0.000%	621,649	0	2024-09-30
Pacer US Small Cap Cash Cows 100 ETF	1.454%	0.103%	524,149	541	2023-02-28
Delaware US Small Cap Core Equity (SMA)	1.354%	-1.854%	462,064	-8,728	2024-03-31
Macquarie US Small Cap Core Equity	1.354%	-1.854%	462,064	-8,728	2024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.312%	-7.966%	444,708	-38,494	2023-03-31
Vanguard Total Stock Mkt Idx Inv	1.200%	0.000%	410,244	0	2024-09-30
iShares Russell 2000 ETF	1.103%	-0.226%	377,165	-854	2024-10-31
DFA US Small Cap Value I	1.074%	0.000%	367,040	0	2024-09-30
Vanguard Small Cap Index	0.972%	-0.149%	332,285	-495	2024-09-30
American Beacon Small Cp Val R5	0.958%	-0.183%	327,578	-600	2024-08-31
Invesco S&P SmallCap 600 Revenue ETF	0.896%	0.000%	306,247	0	2024-10-31
Hennessy Cornerstone Mid Cap 30 Inv	0.768%	14.967%	260,400	33,900	2023-09-30
Hotchkis & Wiley Small Cap Value I	0.721%	0.000%	246,600	0	2024-09-30
DFA US Targeted Value I	0.692%	0.000%	236,474	0	2024-09-30
Vanguard Small Cap Value Index Inv	0.657%	0.702%	224,659	1,566	2024-09-30
Vanguard Extended Market Index Investor	0.633%	-0.022%	224,441	-50	2023-08-31
Schwab Fundamental US Small Company ETF	0.655%	0.000%	221,883	0	2024-05-31
Westwood Mgt SmallCap Value	0.622%	-13.875%	212,782	-34,281	2024-09-30
Westwood Quality SmallCap Fund Inst	0.622%	-13.875%	212,782	-34,281	2024-09-30
Schwab Fundamental U.S. Small CompanyETF	0.622%	0.000%	212,763	0	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	0.606%	-10.950%	207,120	-25,469	2024-09-30
Invesco S&P SmallCap Value with Momt ETF	0.529%	-0.271%	180,814	-492	2024-10-31
Dimensional US Targeted Value ETF	0.494%	0.000%	168,957	0	2024-10-31
DFA US Micro Cap I	0.492%	0.000%	168,083	0	2024-09-30
DFA US Small Cap I	0.483%	0.000%	165,136	0	2024-09-30
Avantis® U.S. Small Cap Value ETF	0.441%	0.000%	156,414	0	2023-06-30
iShares S&P Small-Cap 600 Value ETF	0.443%	0.098%	151,311	148	2024-10-31
Fidelity® Small Cap Index	0.445%	2.853%	150,771	4,182	2023-10-31
Bridgeway Omni Small-Cap Value N	0.432%	0.000%	146,400	0	2023-06-30
Fidelity Small Cap Index	0.429%	-2.792%	145,372	-4,175	2024-03-31
iShares Russell 2000 Value ETF	0.417%	0.187%	141,449	264	2023-12-29