Sonic Automotive, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 2.41 M | $204.02 M | -4.06% | 7.61% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.33 M | $113.11 M | 1.53% | 4.22% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 760.86 K | $64.51 M | -8.21% | 2.41% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 733.98 K | $62.23 M | 100.00% | 2.32% |
| STATE STREET CORP | 08/07/2026 | 634.36 K | $54.06 M | -6.14% | 2.01% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 08/14/2026 | 588.52 K | $49.90 M | -7.31% | 1.86% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 536.08 K | $45.45 M | -7.24% | 1.70% |
| WESTWOOD HOLDINGS GROUP INC | 08/14/2026 | 494.91 K | $41.96 M | -18.59% | 1.57% |
| INVESCO LTD. | 08/14/2026 | 388.30 K | $32.92 M | -13.74% | 1.23% |
| NUVEEN, LLC | 08/11/2026 | 386.14 K | $32.74 M | 22.39% | 1.22% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 366.89 K | $31.11 M | 63.72% | 1.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 325.17 K | $27.58 M | -9.91% | 1.03% |
| JPMORGAN CHASE & CO | 08/12/2026 | 294.75 K | $25.01 M | 1,223.66% | 0.93% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 277.55 K | $23.53 M | -15.04% | 0.88% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 277.55 K | $23.53 M | 100.00% | 0.88% |
| MORGAN STANLEY | 08/13/2026 | 273.43 K | $23.18 M | 49.46% | 0.87% |
| NORTHERN TRUST CORP | 08/13/2026 | 234.24 K | $19.86 M | -6.83% | 0.74% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 223.78 K | $18.97 M | 13.03% | 0.71% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 204.78 K | $17.36 M | 154.51% | 0.65% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 196.40 K | $16.65 M | -17.25% | 0.62% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 195.22 K | $16.55 M | 29.82% | 0.62% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 192.74 K | $16.34 M | -3.89% | 0.61% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 183.08 K | $15.52 M | -15.78% | 0.58% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 156.37 K | $13.26 M | 19.09% | 0.49% |
| HEARTLAND ADVISORS INC | 08/11/2026 | 147.60 K | $12.51 M | 19.78% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 130.80 K | $11.09 M | 0.39% | 0.41% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 121.72 K | $10.32 M | -43.80% | 0.39% |
| UBS GROUP AG | 08/13/2026 | 113.70 K | $9.64 M | 36.73% | 0.36% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 104.64 K | $8.87 M | 156.79% | 0.33% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 99.08 K | $8.40 M | 3.42% | 0.31% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 87.26 K | $7.40 M | -10.88% | 0.28% |
| PDT PARTNERS, LLC | 08/14/2026 | 84.47 K | $7.16 M | 10.14% | 0.27% |
| PHOCAS FINANCIAL CORP. | 07/31/2026 | 83.34 K | $7.07 M | -4.99% | 0.26% |
| PROSHARE ADVISORS LLC | 08/11/2026 | 80.87 K | $6.86 M | -21.81% | 0.26% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 79.12 K | $6.71 M | -8.63% | 0.25% |
| HRT FINANCIAL LP | 08/14/2026 | 70.94 K | $6.02 M | -18.25% | 0.22% |
| MAN GROUP PLC | 08/14/2026 | 70.11 K | $5.94 M | -6.93% | 0.22% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 67.04 K | $5.68 M | 31.11% | 0.21% |
| DENALI ADVISORS LLC | 08/10/2026 | 56.60 K | $4.80 M | 100.00% | 0.18% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 56.38 K | $4.78 M | -11.82% | 0.18% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 08/14/2026 | 54.64 K | $4.63 M | 0.20% | 0.17% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 53.89 K | $4.57 M | -65.07% | 0.17% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 49.48 K | $4.20 M | -36.86% | 0.16% |
| MARTINGALE ASSET MANAGEMENT L P | 08/13/2026 | 48.49 K | $4.11 M | 3.19% | 0.15% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 45.20 K | $3.83 M | -13.25% | 0.14% |
| TEEWINOT CAPITAL ADVISERS, L.L.C. | 08/14/2026 | 39.26 K | $3.33 M | 0.00% | 0.12% |
| FMR LLC | 08/13/2026 | 39.15 K | $3.32 M | -12.54% | 0.12% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 38.88 K | $3.30 M | 3.46% | 0.12% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 36.04 K | $3.06 M | -2.48% | 0.11% |
| RHUMBLINE ADVISERS | 08/12/2026 | 35.89 K | $3.04 M | -19.86% | 0.11% |
Sonic Automotive, Inc. institutional Ownership - FAQ's
During the previous two years, 361 institutional investors and hedge funds held shares of Sonic Automotive, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 2.41 M
DIMENSIONAL FUND ADVISORS LP: 1.33 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 760,863
LSV ASSET MANAGEMENT: 733,977
STATE STREET CORP: 634,362
MACQUARIE MANAGEMENT HOLDINGS, INC.: 588,516
46.96% of Sonic Automotive, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 25.94 M shares in the last 24 months. This purchase volume represents approximately $1.59 B in transactions.