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Sonic Automotive Inc (SAH)

CUSIP: 83545G102 | NYSE | Consumer Cyclical · Auto & Truck Dealerships | Mid Cap | 777 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.1,791,0479.1%New 5%+ stakeSep 30, 202692d ahead of 13F (2,406,210 sh) · −615,163
13D/ADavid Bruton Smith
with B. Scott Smith, Marcus G. Smith, Sonic Financial Corporation, +1 more
13,365,90342.3%New 5%+ stakeJun 12, 2026No 13F filer matched
13G/ABlackRock, Inc.1,791,047
9.1% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (2,406,210 sh) · −615,163
13D/ADavid Bruton Smith13,365,903
42.3% of class · Jun 12, 2026New 5%+ stake
with B. Scott Smith, Marcus G. Smith, Sonic Financial Corporation, +1 more
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,332,261
0.0% of portfolio›$80.4M
Bank of New York Mellon Corp190,157
0.0% of portfolio›$11.5M
Principal Financial Group Inc96,533
0.0% of portfolio›$5.8M
Citigroup Inc79,538
0.0% of portfolio›$4.8M
Wealth Enhancement Advisory Services, LLC36,723
0.0% of portfolio›$1.2M
Exchange Traded Concepts, LLC20,945
0.0% of portfolio›$1.3M
Y-Intercept (Hong Kong) Ltd19,836
0.0% of portfolio›$1.2M
New York State Teachers Retirement System18,056
0.0% of portfolio›$1.1K
NorthCrest Asset Manangement, LLC17,573
0.0% of portfolio›$1.1M
Concurrent Investment Advisors, LLC12,961
0.0% of portfolio›$782.2K
A&I Financial Services, LLC11,552
0.3% of portfolio›$697.2K
Creative Planning10,614
0.0% of portfolio›$640.6K
Inspire Investing, LLC10,442
0.0% of portfolio›$630.2K
Beau Ventures, LLc10,000
0.1% of portfolio›$603.5K
Wolverine Asset Management LLC9,982
0.0% of portfolio›$602.4K
SummerHaven Investment Management, LLC9,673
0.3% of portfolio›$583.8K
Thrivent Financial for Lutherans7,598
0.0% of portfolio›$459
Illinois Municipal Retirement Fund7,000
0.0% of portfolio›$422.5K
Louisiana State Employees Retirement System5,100
0.0% of portfolio›$307.8K
CenterBook Partners LP4,964
0.0% of portfolio›$299.6K
Nisa Investment Advisors, LLC4,669
0.0% of portfolio›$283.7K
Kingdom Financial Group Llc.4,104
0.1% of portfolio›$247.6K
SAX Wealth Advisors, LLC4,079
0.0% of portfolio›$246.2K
Fifth Third Bancorp3,335
0.0% of portfolio›$201.3K
State of Alaska, Department of Revenue2,816
0.0% of portfolio›$169
Oregon Public Employees Retirement Fund2,655
0.0% of portfolio›$160.2K
State of Wyoming2,528
0.0% of portfolio›$152.6K
CoreCap Advisors, LLC1,550
0.0% of portfolio›$93.5K
Parallel Advisors, LLC776
0.0% of portfolio›$46.8K
Versant Capital Management, Inc497
0.0% of portfolio›$30.0K
Pinnacle Wealth Planning Services, Inc.419
0.0% of portfolio›$25.3K
Farther Finance Advisors, LLC383
0.0% of portfolio›$23.1K
Fortitude Family Office, LLC318
0.0% of portfolio›$19.2K
Sterling Capital Management LLC300
0.0% of portfolio›$18.1K
Harbor Capital Advisors, Inc.297
0.0% of portfolio›$18
Salomon & Ludwin, LLC280
0.0% of portfolio›$16.9K
Gamma Investing LLC243
0.0% of portfolio›$14.7K
US Bancorp \de\217
0.0% of portfolio›$13.1K
Signaturefd, LLC163
0.0% of portfolio›$9.8K
Archer Investment Corp111
0.0% of portfolio›$6.7K
Root Financial Partners, LLC102
0.0% of portfolio›$6.2K
SBI Securities Co., Ltd.91
0.0% of portfolio›$5.5K
Torren Management, LLC63
0.0% of portfolio›$3.8K
Valley National Advisers Inc60
0.0% of portfolio›$3.6K
GK Wealth Management LLC43
0.0% of portfolio›$2.6K
First Horizon Corp33
0.0% of portfolio›$2.0K
Parkside Financial Bank & Trust29
0.0% of portfolio›$1.8K
EverSource Wealth Advisors, LLC24
0.0% of portfolio›$1.4K
Bare Financial Services, Inc22
0.0% of portfolio›$1.3K
Essential Partners LLC21
0.0% of portfolio›$1.3K
Caitong International Asset Management Co., Ltd19
0.0% of portfolio›$1.1K
True Wealth Design, LLC18
0.0% of portfolio›$1.1K
Physician Wealth Advisors, Inc.17
0.0% of portfolio›$1.0K
Farmers & Merchants Investments Inc15
0.0% of portfolio›$905
Hughes Financial Services, LLC15
0.0% of portfolio›$954
Creative Capital Management Investments LLC12
0.0% of portfolio›$724
JFS Wealth Advisors, LLC12
0.0% of portfolio›$727
IFP Advisors, Inc11
0.0% of portfolio›$664
Larson Financial Group LLC7
0.0% of portfolio›$422
MassMutual Private Wealth & Trust, FSB7
0.0% of portfolio›$422
SJS Investment Consulting Inc.5
0.0% of portfolio›$302
Covestor Ltd4
0.0% of portfolio›$0
Gilpin Wealth Management, LLC4
0.0% of portfolio›$242
DiNuzzo Private Wealth, Inc.3
0.0% of portfolio›$182
Cedar Mountain Advisors, LLC2
0.0% of portfolio›$121
Proathlete Wealth Management LLC2
0.0% of portfolio›$120
Bay Harbor Wealth Management, LLC2
0.0% of portfolio›$122
DecisionPoint Financial, LLC1
0.0% of portfolio›$64
GHP Investment Advisors, Inc.1
0.0% of portfolio›$61
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,332,261$80.4M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
190,157$11.5M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
96,533$5.8M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
79,538$4.8M0.0%CoreMediumNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
36,723$1.2M0.0%CoreLowPlymouth, MN2026-10-13
Exchange Traded Concepts, LLC
20,945$1.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
Y-Intercept (Hong Kong) Ltd
19,836$1.2M0.0%ValueVery HighHong Kong, South Korea2026-10-16
New York State Teachers Retirement System
18,056$1.1K0.0%CoreVery LowAlbany, NY2026-10-22
NorthCrest Asset Manangement, LLC
17,573$1.1M0.0%GrowthLowPlymouth, MN2026-10-13
Concurrent Investment Advisors, LLC
12,961$782.2K0.0%GrowthMediumTampa, FL2026-10-16
A&I Financial Services, LLC
11,552$697.2K0.3%ETFHighLone Tree, CO2026-10-15
Creative Planning
10,614$640.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Inspire Investing, LLC
10,442$630.2K0.0%GARPHighMeridian, ID2026-10-22
Beau Ventures, LLc
10,000$603.5K0.1%CoreVery LowPittsford, NY2026-10-14
Wolverine Asset Management LLC
9,982$602.4K0.0%Deep ValueVery HighChicago, IL2026-11-02
SummerHaven Investment Management, LLC
9,673$583.8K0.3%Deep ValueHighStamford, CT2026-10-19
Thrivent Financial for Lutherans
7,598$4590.0%GARPMediumMinneapolis, MN2026-11-05
Illinois Municipal Retirement Fund
7,000$422.5K0.0%CoreMediumOak Brook, IL2026-11-05
Louisiana State Employees Retirement System
5,100$307.8K0.0%IndexLowBaton Rouge, LA2026-10-20
CenterBook Partners LP
4,964$299.6K0.0%ValueVery HighGreenwich, CT2026-11-02
Nisa Investment Advisors, LLC
4,669$283.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Kingdom Financial Group Llc.
4,104$247.6K0.1%ETFMediumPeoria, AZ2026-11-04
SAX Wealth Advisors, LLC
4,079$246.2K0.0%ETFVery LowParsippany, NJ2026-10-13
Fifth Third Bancorp
3,335$201.3K0.0%IndexVery LowCincinnati, OH2026-11-05
State of Alaska, Department of Revenue
2,816$1690.0%CoreVery LowJuneau, AK2026-10-15
Oregon Public Employees Retirement Fund
2,655$160.2K0.0%IndexVery LowTigard, OR2026-10-30
State of Wyoming
2,528$152.6K0.0%ValueHighCheyenne, WY2026-10-28
CoreCap Advisors, LLC
1,550$93.5K0.0%ETFMediumSouthfield, MI2026-10-08
Parallel Advisors, LLC
776$46.8K0.0%IndexLowSan Francisco, CA2026-11-03
Versant Capital Management, Inc
497$30.0K0.0%GARPLowPhoenix, AZ2026-10-02
Pinnacle Wealth Planning Services, Inc.
419$25.3K0.0%GARPLowMansfield, OH2026-10-27
Farther Finance Advisors, LLC
383$23.1K0.0%IndexLowSan Francisco, CA2026-10-08
Fortitude Family Office, LLC
318$19.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Sterling Capital Management LLC
300$18.1K0.0%GARPMediumCharlotte, NC2026-10-22
Harbor Capital Advisors, Inc.
297$180.0%ValueHighChicago, IL2026-10-22
Salomon & Ludwin, LLC
280$16.9K0.0%ETFVery LowRichmond, VA2026-10-29
Gamma Investing LLC
243$14.7K0.0%IndexVery LowFoster City, CA2026-10-08
US Bancorp \de\
217$13.1K0.0%IndexLowMinneapolis, MN2026-11-05
Signaturefd, LLC
163$9.8K0.0%IndexLowAtlanta, GA2026-10-23
Archer Investment Corp
111$6.7K0.0%CoreMediumCarmel, IN2026-11-05
Root Financial Partners, LLC
102$6.2K0.0%ETFMediumEncinitas, CA2026-10-21
SBI Securities Co., Ltd.
91$5.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Torren Management, LLC
63$3.8K0.0%ETFMediumSan Diego, CA2026-10-29
Valley National Advisers Inc
60$3.6K0.0%ETFLowBethlehem, PA2026-10-23
GK Wealth Management LLC
43$2.6K0.0%GARPVery HighReno, NV2026-10-09
First Horizon Corp
33$2.0K0.0%CoreLowMemphis, TN2026-10-26
Parkside Financial Bank & Trust
29$1.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
EverSource Wealth Advisors, LLC
24$1.4K0.0%CoreMediumBirmingham, AL2026-11-04
Bare Financial Services, Inc
22$1.3K0.0%ETFVery LowGap, PA2026-11-04
Essential Partners LLC
21$1.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Caitong International Asset Management Co., Ltd
19$1.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
True Wealth Design, LLC
18$1.1K0.0%ETFMediumAkron, OH2026-10-13
Physician Wealth Advisors, Inc.
17$1.0K0.0%ETFMediumMidvale, UT2026-10-20
Farmers & Merchants Investments Inc
15$9050.0%CoreVery LowLincoln, NE2026-10-22
Hughes Financial Services, LLC
15$9540.0%ETFLowHerndon, VA2026-10-30
Creative Capital Management Investments LLC
12$7240.0%ETFLowSan Diego, CA2026-10-28
JFS Wealth Advisors, LLC
12$7270.0%ETFVery LowHermitage, PA2026-11-03
IFP Advisors, Inc
11$6640.0%GrowthLowTampa, FL2026-10-16
Larson Financial Group LLC
7$4220.0%GrowthLowSt Louis, MO2026-11-05
MassMutual Private Wealth & Trust, FSB
7$4220.0%CoreLowSpringfield, MA2026-10-05
SJS Investment Consulting Inc.
5$3020.0%ETFVery LowSylvania, OH2026-10-26
Covestor Ltd
4$00.0%ValueHighLondon, United Kingdom2026-10-30
Gilpin Wealth Management, LLC
4$2420.0%GrowthLowDenver, CO2026-10-09
DiNuzzo Private Wealth, Inc.
3$1820.0%ETFLowBeaver, PA2026-10-16
Cedar Mountain Advisors, LLC
2$1210.0%ETFVery LowLake Oswego, OR2026-10-15
Proathlete Wealth Management LLC
2$1200.0%ETFVery LowBoca Raton, FL2026-10-15
Bay Harbor Wealth Management, LLC
2$1220.0%ETFMediumHunt Valley, MD2026-11-03
DecisionPoint Financial, LLC
1$640.0%ETFVery LowMesa, AZ2026-10-27
GHP Investment Advisors, Inc.
1$610.0%CoreVery LowDenver, CO2026-10-15