Sonic Automotive, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 2.45 M | $151.77 M | 1.61% | 7.22% |
| VANGUARD GROUP INC | 01/29/2026 | 1.63 M | $100.87 M | -0.96% | 4.80% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.27 M | $78.27 M | -1.06% | 3.70% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 706.50 K | $43.70 M | 100.00% | 2.08% |
| STATE STREET CORP | 02/13/2026 | 701.13 K | $43.62 M | 9.77% | 2.06% |
| WESTWOOD HOLDINGS GROUP INC | 02/17/2026 | 596.14 K | $36.88 M | 18.95% | 1.75% |
| INVESCO LTD. | 02/19/2026 | 510.96 K | $31.61 M | 11.93% | 1.50% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 375.03 K | $23.20 M | 1.20% | 1.10% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 370.77 K | $22.94 M | -1.50% | 1.08% |
| NUVEEN, LLC | 02/12/2026 | 292.89 K | $18.12 M | -0.90% | 0.86% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 286.38 K | $17.72 M | -12.44% | 0.84% |
| NORTHERN TRUST CORP | 02/17/2026 | 248.76 K | $15.39 M | -4.86% | 0.73% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 230.15 K | $14.24 M | -39.93% | 0.68% |
| MORGAN STANLEY | 02/13/2026 | 217.42 K | $13.45 M | 11.78% | 0.64% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 207.26 K | $12.82 M | -7.22% | 0.61% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 205.40 K | $12.71 M | 2.71% | 0.60% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 197.87 K | $12.24 M | 79.21% | 0.58% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 190.83 K | $11.80 M | -62.90% | 0.56% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 181.19 K | $11.21 M | 70.83% | 0.53% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 157.17 K | $9.72 M | 44.02% | 0.46% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 148.18 K | $9.17 M | -39.07% | 0.44% |
| TOWLE & CO | 02/12/2026 | 141.09 K | $8.73 M | -5.25% | 0.41% |
| PACER ADVISORS, INC. | 02/24/2026 | 136.64 K | $8.45 M | 100.00% | 0.40% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 119.37 K | $7.38 M | 100.00% | 0.35% |
| PHOCAS FINANCIAL CORP. | 01/26/2026 | 112.25 K | $6.94 M | -0.24% | 0.33% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 103.60 K | $6.41 M | 13.35% | 0.30% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 101.22 K | $6.26 M | 48.56% | 0.30% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 94.90 K | $5.87 M | 22.27% | 0.28% |
| COVALIS CAPITAL LLP | 02/17/2026 | 93.02 K | $5.75 M | 100.00% | 0.27% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 92.43 K | $5.72 M | 39.17% | 0.27% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 92.08 K | $5.70 M | 7.46% | 0.27% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 87.85 K | $5.43 M | -3.51% | 0.26% |
| EMPOWERED FUNDS, LLC | 02/18/2026 | 79.88 K | $4.94 M | 145.48% | 0.23% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 79.03 K | $4.89 M | -16.20% | 0.23% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 79.10 K | $4.89 M | -1.08% | 0.23% |
| FMR LLC | 02/17/2026 | 76.36 K | $4.72 M | 12.42% | 0.22% |
| ALGERT GLOBAL LLC | 02/17/2026 | 73.64 K | $4.56 M | 91.73% | 0.22% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 70.90 K | $4.39 M | -42.16% | 0.21% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 66.20 K | $4.10 M | -63.93% | 0.19% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 65.82 K | $4.07 M | -4.39% | 0.19% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 63.97 K | $3.96 M | -25.93% | 0.19% |
| JPMORGAN CHASE & CO | 02/11/2026 | 63.16 K | $3.91 M | -45.97% | 0.18% |
| UBS GROUP AG | 01/29/2026 | 62.00 K | $3.84 M | -35.96% | 0.18% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 61.99 K | $3.83 M | -24.84% | 0.18% |
| PDT PARTNERS, LLC | 02/17/2026 | 58.39 K | $3.61 M | 1.18% | 0.17% |
| ENGINEERS GATE MANAGER LP | 02/17/2026 | 53.33 K | $3.30 M | -6.46% | 0.16% |
| EDGESTREAM PARTNERS, L.P. | 02/13/2026 | 47.61 K | $2.95 M | -38.04% | 0.14% |
| RHUMBLINE ADVISERS | 02/13/2026 | 44.18 K | $2.73 M | -5.98% | 0.13% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 02/17/2026 | 42.89 K | $2.65 M | 7.62% | 0.13% |
| Y-INTERCEPT (HONG KONG) LTD | 02/13/2026 | 41.71 K | $2.58 M | 390.20% | 0.12% |
Sonic Automotive, Inc. institutional Ownership - FAQ's
During the previous two years, 347 institutional investors and hedge funds held shares of Sonic Automotive, Inc.. The most heavily invested institutionals were:
Nuveen, LLC: 315,497
Bank of New York Mellon Corp: 200,532
ProShare Advisors LLC: 103,429
Phocas Financial Corp.: 87,718
CX Institutional: 87,494
PRINCIPAL FINANCIAL GROUP INC: 86,597
43.79% of Sonic Automotive, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 24.52 M shares in the last 24 months. This purchase volume represents approximately $1.50 B in transactions.