Sonic Automotive Inc (SAH) Ownership

60.24 ↑0.12 (0.20%)

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 41 institutional holders of SAH own 52.02% of the company with a total of 17.8 million shares.

In the latest ownership report on December 31st 2024, the top 41 institutional holders decreased their combined ownership of SAH by 246 thousand shares. 7 institutions bought 168,790 total additional shares and increased their ownership by an average of 4.94%. However 13 institutions sold 415,234 total shares and decreased their ownership by an average of 8.74%.

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 -246,444 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	7.035%	1.362%	2,382,233	32,009	2024-12-31
Dimensional Fund Advisors, Inc.	4.878%	-3.065%	1,651,903	-52,238	2024-12-31
Vanguard Group Inc	4.599%	1.305%	1,557,344	20,058	2024-12-31
Hotchkis & Wiley Capital Management LLC	2.626%	7.826%	889,226	64,540	2024-12-31
Macquarie Group Ltd	2.242%	-0.321%	759,142	-2,445	2024-12-31
State Street Corp	2.031%	-0.233%	687,636	-1,607	2024-12-31
Amvescap Plc.	1.773%	-3.961%	600,359	-24,758	2024-12-31
Westwood Holdings Group Inc	1.501%	-12.162%	508,193	-70,366	2024-12-31
Millennium Management LLC	1.406%	3.921%	476,107	17,965	2024-12-31
Charles Schwab Investment Management Inc	1.124%	-0.645%	380,667	-2,471	2024-12-31
Geode Capital Management, LLC	0.982%	-0.379%	332,376	-1,266	2024-12-31
Towle & Co	0.925%	-15.958%	313,309	-59,490	2024-12-31
Northern Trust Corp	0.860%	6.681%	291,133	18,232	2024-12-31
Jacobs Levy Equity Management, Inc.	0.762%	-1.331%	258,110	-3,481	2024-12-31
Bank of New York Mellon Corp	0.661%	-6.515%	223,757	-15,594	2024-12-31
Morgan Stanley - Brokerage Accounts	0.554%	-37.939%	187,735	-114,765	2024-12-31
Goldman Sachs Group Inc	0.467%	-28.742%	157,992	-63,727	2024-12-31
Arnhold & S. Bleichroeder Advisers, LLC	0.390%	12.425%	132,106	14,600	2024-12-31
Nuveen Asset Management, LLC	0.380%	1.088%	128,835	1,386	2024-12-31
J. Goldman & Co LP	0.375%	-2.325%	127,113	-3,026	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	7.035%	1.362%	2,382,233	32,009	2024-12-31
Dimensional Fund Advisors, Inc.	4.878%	-3.065%	1,651,903	-52,238	2024-12-31
Vanguard Group Inc	4.599%	1.305%	1,557,344	20,058	2024-12-31
Hotchkis & Wiley Capital Management LLC	2.626%	7.826%	889,226	64,540	2024-12-31
Macquarie Group Ltd	2.242%	-0.321%	759,142	-2,445	2024-12-31
State Street Corporation	2.099%	0.632%	716,000	4,494	2024-03-31
State Street Corp	2.031%	-0.233%	687,636	-1,607	2024-12-31
Amvescap Plc.	1.773%	-3.961%	600,359	-24,758	2024-12-31
Westwood Holdings Group Inc	1.501%	-12.162%	508,193	-70,366	2024-12-31
Balyasny Asset Management LLC	1.364%	-23.798%	482,937	-150,818	2022-12-31
Millennium Management LLC	1.406%	3.921%	476,107	17,965	2024-12-31
Pacer Advisors, INC.	1.173%	21.377%	415,408	73,163	2022-12-31
Charles Schwab Investment Management Inc	1.124%	-0.645%	380,667	-2,471	2024-12-31
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	0.982%	-0.379%	332,376	-1,266	2024-12-31
Towle & Co	0.925%	-15.958%	313,309	-59,490	2024-12-31
Schonfeld Strategic Advisors LLC	0.852%	293.007%	301,829	225,029	2022-12-31
Northern Trust Corp	0.860%	6.681%	291,133	18,232	2024-12-31
Bank of America Corp	0.771%	44.485%	263,514	81,132	2024-09-30
Jacobs Levy Equity Management, Inc.	0.762%	-1.331%	258,110	-3,481	2024-12-31
Cooper Creek Partners Management LLC	0.760%	0.000%	257,558	257,558	2023-12-31
Royce & Associates, LP	0.631%	-2.700%	230,650	-6,400	2022-09-30
Knightsbridge Asset Management, LLC	0.635%	-1.077%	224,885	-2,448	2023-03-31
Bank of New York Mellon Corp	0.661%	-6.515%	223,757	-15,594	2024-12-31
Mutual Of America Capital Management LLC	0.602%	-5.451%	204,043	-11,763	2023-09-30
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
Morgan Stanley - Brokerage Accounts	0.554%	-37.939%	187,735	-114,765	2024-12-31
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
Goldman Sachs Group Inc	0.467%	-28.742%	157,992	-63,727	2024-12-31
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
Arnhold & S. Bleichroeder Advisers, LLC	0.390%	12.425%	132,106	14,600	2024-12-31
Nuveen Asset Management, LLC	0.380%	1.088%	128,835	1,386	2024-12-31
J. Goldman & Co LP	0.375%	-2.325%	127,113	-3,026	2024-12-31

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 34 mutual fund holders of SAH own 29.54% of the company with a total of 10.1 million shares.

In the latest ownership report on March 31st 2025, the top 34 fund holders increased their combined ownership of SAH by 40 thousand shares. 1 funds bought 624 total additional shares and increased their ownership by an average of 0.07%. However 7 funds sold 41,013 total shares and decreased their ownership by an average of 2.37%.

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 -40,389 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	2.670%	0.069%	904,287	624	2025-03-31
iShares Russell 2000 ETF	1.164%	-0.858%	394,243	-3,410	2025-03-31
Vanguard Small Cap Index	0.958%	-4.408%	324,478	-14,962	2025-03-31
Invesco S&P SmallCap 600 Revenue ETF	0.766%	0.000%	259,239	0	2025-03-31
Vanguard Small Cap Value Index Inv	0.622%	-5.895%	210,568	-13,191	2025-03-31
Westwood Quality SmallCap Fund Inst	0.513%	-2.410%	173,831	-4,292	2025-03-31
Westwood Mgt SmallCap Value	0.513%	-2.410%	173,831	-4,292	2025-03-31
Dimensional US Targeted Value ETF	0.481%	0.000%	162,906	0	2025-03-31
Invesco S&P SmallCap Value with Momt ETF	0.441%	-0.480%	149,436	-720	2025-03-31
iShares S&P Small-Cap 600 Value ETF	0.439%	-0.098%	148,724	-146	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	2.670%	0.069%	904,287	624	2025-03-31
Macquarie Small Cap Core I	1.836%	0.000%	621,649	0	2025-02-28
Delaware Small Cap Core I	1.818%	0.000%	621,649	0	2024-10-31
Pacer US Small Cap Cash Cows 100 ETF	1.454%	0.103%	524,149	541	2023-02-28
Macquarie US Small Cap Core Equity	1.354%	-1.854%	462,064	-8,728	2024-03-31
Delaware US Small Cap Core Equity (SMA)	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	1.213%	0.000%	410,868	0	2025-02-28
Vanguard US Total Market Shares ETF	1.211%	0.000%	410,244	0	2024-09-30
iShares Russell 2000 ETF	1.164%	-0.858%	394,243	-3,410	2025-03-31
Vanguard Small Cap Index	0.958%	-4.408%	324,478	-14,962	2025-03-31
American Beacon Small Cp Val R5	0.931%	-0.287%	315,419	-908	2025-01-31
Hennessy Cornerstone Mid Cap 30 Inv	0.768%	14.967%	260,400	33,900	2023-09-30
DFA US Small Cap Value I	0.767%	-14.236%	259,885	-43,137	2025-02-28
Invesco S&P SmallCap 600 Revenue ETF	0.766%	0.000%	259,239	0	2025-03-31
Hotchkis & Wiley Small Cap Value I	0.739%	0.000%	250,100	0	2025-02-28
Vanguard Extended Market Index Investor	0.633%	-0.022%	224,441	-50	2023-08-31
DFA US Targeted Value I	0.659%	0.000%	223,246	0	2025-02-28
Schwab Fundamental US Small Company ETF	0.655%	0.000%	221,883	0	2024-05-31
Vanguard Institutional Extnd Mkt Idx Tr	0.645%	0.771%	218,578	1,673	2025-02-28
Vanguard Small Cap Value Index Inv	0.622%	-5.895%	210,568	-13,191	2025-03-31
Schwab Fundamental U.S. Small CompanyETF	0.561%	0.079%	190,101	150	2025-03-29
Westwood Quality SmallCap Fund Inst	0.513%	-2.410%	173,831	-4,292	2025-03-31
Westwood Mgt SmallCap Value	0.513%	-2.410%	173,831	-4,292	2025-03-31
Dimensional US Targeted Value ETF	0.481%	0.000%	162,906	0	2025-03-31
Avantis® U.S. Small Cap Value ETF	0.441%	0.000%	156,414	0	2023-06-30
DFA US Micro Cap I	0.457%	0.000%	154,803	0	2025-02-28
Fidelity® Small Cap Index	0.445%	2.853%	150,771	4,182	2023-10-31
Invesco S&P SmallCap Value with Momt ETF	0.441%	-0.480%	149,436	-720	2025-03-31
iShares S&P Small-Cap 600 Value ETF	0.439%	-0.098%	148,724	-146	2025-03-31
DFA US Small Cap I	0.439%	-9.983%	148,650	-16,486	2025-02-28
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