Sonic Automotive, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 2.51 M | $171.97 M | 2.23% | 7.42% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.31 M | $90.09 M | 3.84% | 3.89% |
| 05/08/2026 | 828.87 K | $56.84 M | 100.00% | 2.45% | |
| STATE STREET CORP | 05/15/2026 | 675.85 K | $46.60 M | -3.61% | 2.00% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 634.93 K | $43.54 M | -10.13% | 1.88% |
| WESTWOOD HOLDINGS GROUP INC | 05/15/2026 | 607.88 K | $41.68 M | 1.97% | 1.80% |
| 05/15/2026 | 577.89 K | $39.63 M | 100.00% | 1.71% | |
| INVESCO LTD. | 05/12/2026 | 450.18 K | $30.87 M | -11.90% | 1.33% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 360.94 K | $24.75 M | -3.76% | 1.07% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 326.68 K | $22.40 M | -11.89% | 0.97% |
| NUVEEN, LLC | 04/30/2026 | 315.50 K | $21.63 M | 7.72% | 0.93% |
| NORTHERN TRUST CORP | 05/14/2026 | 251.42 K | $17.24 M | 1.07% | 0.74% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 237.33 K | $16.27 M | 51.01% | 0.70% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 224.10 K | $15.37 M | 13.26% | 0.66% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 217.39 K | $14.91 M | -24.09% | 0.64% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 216.58 K | $14.85 M | 4.49% | 0.64% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 200.53 K | $13.75 M | -2.37% | 0.59% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 197.97 K | $13.58 M | 65.85% | 0.59% |
| MORGAN STANLEY | 05/15/2026 | 182.94 K | $12.54 M | -15.86% | 0.54% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 154.25 K | $10.58 M | 117.55% | 0.46% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 150.38 K | $10.31 M | -21.20% | 0.44% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 131.30 K | $9.00 M | 64.37% | 0.39% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 130.29 K | $8.93 M | -12.07% | 0.39% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 124.92 K | $8.57 M | 35.15% | 0.37% |
| HEARTLAND ADVISORS INC | 05/06/2026 | 123.23 K | $8.45 M | 100.00% | 0.36% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 109.09 K | $7.48 M | 100.00% | 0.32% |
| PROSHARE ADVISORS LLC | 04/27/2026 | 103.43 K | $7.09 M | 8.99% | 0.31% |
| ENGINEERS GATE MANAGER LP | 05/15/2026 | 102.84 K | $7.05 M | 92.84% | 0.30% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 97.91 K | $6.71 M | 100.00% | 0.29% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 95.80 K | $6.57 M | 703.19% | 0.28% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 88.13 K | $6.04 M | 11.52% | 0.26% |
| PHOCAS FINANCIAL CORP. | 05/01/2026 | 87.72 K | $6.01 M | -21.85% | 0.26% |
| CX INSTITUTIONAL | 04/06/2026 | 87.49 K | $6.00 M | 100.00% | 0.26% |
| HRT FINANCIAL LP | 05/14/2026 | 86.78 K | $5.95 M | 100.00% | 0.26% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 86.60 K | $5.94 M | -5.95% | 0.26% |
| UBS GROUP AG | 05/05/2026 | 83.15 K | $5.70 M | 34.12% | 0.25% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 80.46 K | $5.52 M | 100.00% | 0.24% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 78.36 K | $5.37 M | -0.94% | 0.23% |
| PDT PARTNERS, LLC | 05/15/2026 | 76.70 K | $5.26 M | 31.36% | 0.23% |
| MAN GROUP PLC | 05/15/2026 | 75.33 K | $5.17 M | 1,468.31% | 0.22% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 63.94 K | $4.38 M | -2.85% | 0.19% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 63.66 K | $4.36 M | 2.68% | 0.19% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 05/15/2026 | 54.53 K | $3.74 M | 100.00% | 0.16% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 52.10 K | $3.57 M | -77.36% | 0.15% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 51.14 K | $3.51 M | -71.78% | 0.15% |
| MARTINGALE ASSET MANAGEMENT L P | 05/13/2026 | 46.99 K | $3.22 M | 25.03% | 0.14% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2026 | 46.18 K | $3.17 M | 7.68% | 0.14% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 46.09 K | $3.16 M | -54.47% | 0.14% |
| RHUMBLINE ADVISERS | 05/12/2026 | 44.78 K | $3.07 M | 1.34% | 0.13% |
| FMR LLC | 05/15/2026 | 44.76 K | $3.07 M | -41.39% | 0.13% |
Sonic Automotive, Inc. institutional Ownership - FAQ's
During the previous two years, 346 institutional investors and hedge funds held shares of Sonic Automotive, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 2.51 M
DIMENSIONAL FUND ADVISORS LP: 1.31 M
STATE STREET CORP: 675,852
MACQUARIE MANAGEMENT HOLDINGS, INC.: 634,926
WESTWOOD HOLDINGS GROUP INC: 607,882
Invesco Ltd.: 450,179
42.25% of Sonic Automotive, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 23.96 M shares in the last 24 months. This purchase volume represents approximately $1.46 B in transactions.