Sonic Automotive SAH Institutional Ownership

NYSE SAH

$78.55 -1.13 (-1.42%)

As of: Aug 31, 2026 · 3:59 PM EDT

Institutions by Trading Activity

234 Institutions

Increased 122 52.1%

Unchanged 31 13.2%

Reduced 81 34.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

46.80%

▲+4.28 pp QoQ

Shares Held by Institutions

14.79Mn

of 31.60Mn outstanding

▲+6.78% QoQ

Shares Outstanding

31.60Mn

16.81Mn held outside 13F filers

Institutional Investors

234

filed 13F for Jun 2026

▲+11 vs prior quarter

Net Shares Added (QoQ)

+938.78K

accumulated since last quarter

Value of Holdings

$1.18Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Sonic Automotive Inc (NYSE:SAH) has 221 institutional investors with active 13F positions as of March 2026.

These investors held 42.5% of outstanding shares in March 2026, down from 45.0% in December 2025.
They increased total shares held in SAH by 13.73% quarter over quarter, and investors in Sonic Automotive increased 7.28% from a year ago.
During the quarter, 109 of these 221 funds increased positions in SAH, 78 reduced exposure, and 34 held steady.
In total, institutional investors held 14.28Mn shares in Sonic Automotive as of March 2026, up by 1.72Mn shares quarter on quarter, and down 3.13Mn shares year over year.
BlackRock, Inc. leads ownership in SAH with 2.51Mn shares as of March 31, 2026, equal to 7.46% of outstanding shares.
The most significant purchases of SAH for the quarter ending March 2026 came from VANGUARD PORTFOLIO MANAGEMENT LLC (828.87K), VANGUARD CAPITAL MANAGEMENT LLC (577.89K), HEARTLAND ADVISORS INC (123.22K), BALYASNY ASSET MANAGEMENT L.P. (109.09K), VANGUARD FIDUCIARY TRUST CO (97.9K).
The largest sales of SAH for the quarter ending March 2026 came from Goldman Sachs Group Inc (231.29K), MILLENNIUM MANAGEMENT LLC (178.05K), Phocas Financial Corp. (136.77K), BNP PARIBAS FINANCIAL MARKETS (130.05K), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (71.58K).
Business Quant data shows the 10 biggest positions in Sonic Automotive as of March 2026 are held by BlackRock, Inc. (2.51Mn), DIMENSIONAL FUND ADVISORS LP (1.31Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (828.87K), State Street Corp (675.85K), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (634.93K), Westwood Holdings Group Inc (607.88K), VANGUARD CAPITAL MANAGEMENT LLC (577.89K), Invesco Ltd. (450.18K), GEODE CAPITAL MANAGEMENT, LLC (360.94K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (326.68K).

Form 13F Holdings

234 Institutional Holders

Report period 30 Jun, 2026

Total shares held 14.79Mn

Of outstanding 46.80%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	2,406,210	7.61%	▼101,800	-4.06%	$204.02Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	1,334,018	4.22%	▲20,161	+1.53%	$113.11Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	760,863	2.41%	▼68,011	-8.21%	$64.51Mn
4	LSV ASSET MANAGEMENT	0001050470	733,977	2.32%	▲733,977	0.00%	$62.23K
5	State Street Corp	0000093751	634,362	2.01%	▼41,490	-6.14%	$54.06Mn
6	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	588,516	1.86%	▼46,410	-7.31%	$49.90Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	536,078	1.70%	▼41,815	-7.24%	$45.45Mn
8	Westwood Holdings Group Inc	0001165002	494,907	1.57%	▼112,975	-18.59%	$41.96Mn
9	Invesco Ltd.	0000914208	388,304	1.23%	▼61,875	-13.74%	$32.92Mn
10	Nuveen, LLC	0001871926	386,136	1.22%	▲70,639	+22.39%	$32.74Mn
11	AMERICAN CENTURY COMPANIES INC	0000748054	366,892	1.16%	▲142,790	+63.72%	$31.11Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	325,171	1.03%	▼35,770	-9.91%	$27.58Mn
13	Jpmorgan Chase & Co	0000019617	294,753	0.93%	▲272,485	+1,223.66%	$25.01Mn
14	Sixth Street Partners Management Company, L.P.	0001812095	277,547	0.88%	▲277,547	0.00%	$23.53Mn
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	277,547	0.88%	▼49,130	-15.04%	$23.53Mn
15	Morgan Stanley	0000895421	273,431	0.87%	▲90,490	+49.46%	$23.18Mn
16	Northern Trust Corp	0000073124	234,242	0.74%	▼17,181	-6.83%	$19.86Mn
17	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	223,776	0.71%	▲25,802	+13.03%	$18.97Mn
18	D. E. Shaw & Co., Inc.	0001009207	204,779	0.65%	▲124,320	+154.51%	$17.36Mn
19	TWO SIGMA INVESTMENTS, LP	0001179392	196,402	0.62%	▼40,931	-17.25%	$16.65Mn

Showing 1 to 20 of 234 holders