DaveManuel.com · Institutional Ownership · Who Owns It
SONIC AUTOMOTIVE INC (SAH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
240
Reporting holders
$1.2B
Reported value
0.0%
Calls
0.2%
Puts
+15
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $204.0M | 2,406,210 | 0.00% | 8q | -4.1%-$8.6M |
| DIMENSIONAL FUND ADVISORS LP | $113.1M | 1,334,018 | 0.02% | 31q | +1.5%+$1.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $64.5M | 760,863 | 0.00% | 2q | -8.2%-$5.8M |
| LSV ASSET MANAGEMENT | $62.2M | 733,977 | 0.11% | new | NEW |
| STATE STREET CORP | $54.1M | 634,362 | 0.00% | 31q | -6.1%-$3.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $49.9M | 588,516 | 0.07% | 3q | -7.3%-$3.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $45.5M | 536,078 | 0.00% | 2q | -7.2%-$3.5M |
| WESTWOOD HOLDINGS GROUP INC | $42.0M | 494,907 | 0.32% | 11q | -18.6%-$9.6M |
| Invesco Ltd. | $32.9M | 388,304 | 0.00% | 31q | -13.7%-$5.2M |
| Nuveen, LLC | $32.7M | 386,136 | 0.01% | 6q | +22.4%+$6.0M |
| AMERICAN CENTURY COMPANIES INC | $31.1M | 366,892 | 0.01% | 25q | +63.7%+$12.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $27.6M | 325,171 | 0.00% | 31q | -9.9%-$3.0M |
| JPMORGAN CHASE & CO | $25.0M | 294,753 | 0.00% | 31q | +1223.7%+$23.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23.5M | 277,547 | 0.00% | 31q | -15.0%-$4.2M |
| MORGAN STANLEY | $23.2M | 273,431 | 0.00% | 35q | +49.5%+$7.7M |
| NORTHERN TRUST CORP | $19.9M | 234,242 | 0.00% | 31q | -6.8%-$1.5M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $19.0M | 223,776 | 0.33% | 3q | +13.0%+$2.2M |
| D. E. Shaw & Co., Inc. | $17.4M | 204,779 | 0.01% | 2q | +154.5%+$10.5M |
| TWO SIGMA INVESTMENTS, LP | $16.7M | 196,402 | 0.01% | 15q | -17.2%-$3.5M |
| GOLDMAN SACHS GROUP INC | $16.6M | 195,215 | 0.00% | 31q | +29.8%+$3.8M |
| Bank of New York Mellon Corp | $16.3M | 192,741 | 0.00% | 31q | -3.9%-$660.6K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15.5M | 183,076 | 0.05% | 31q | -15.8%-$2.9M |
| Empowered Funds, LLC | $13.3M | 156,371 | 0.07% | 4q | +19.1%+$2.1M |
| HEARTLAND ADVISORS INC | $12.5M | 147,598 | 0.56% | 2q | +19.8%+$2.1M |
| BANK OF AMERICA CORP /DE/ | $11.1M | 130,802 | 0.00% | 31q | HELD |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $10.3M | 121,722 | 0.04% | 13q | -43.8%-$8.0M |
| UBS Group AG | $9.6M | 113,695 | 0.00% | 30q | +36.7%+$2.6M |
| VICTORY CAPITAL MANAGEMENT INC | $8.9M | 104,641 | 0.00% | 28q | +156.8%+$5.4M |
| FRANKLIN RESOURCES INC | $8.4M | 99,077 | 0.00% | 13q | +3.4%+$278.1K |
| VANGUARD FIDUCIARY TRUST CO | $7.4M | 87,255 | 0.00% | 2q | -10.9%-$903.0K |
| PDT Partners, LLC | $7.2M | 84,474 | 0.38% | 5q | +10.1%+$659.4K |
| Phocas Financial Corp. | $7.1M | 83,342 | 0.98% | 8q | -5.0%-$371.0K |
| ProShare Advisors LLC | $6.9M | 80,872 | 0.01% | 5q | -21.8%-$1.9M |
| PRINCIPAL FINANCIAL GROUP INC | $6.7M | 79,123 | 0.00% | 31q | -8.6%-$633.7K |
| HRT FINANCIAL LP | $6.0M | 70,943 | 0.01% | 2q | -18.2%-$1.3M |
| Man Group plc | $5.9M | 70,108 | 0.01% | 6q | -6.9%-$442.4K |
| BNP PARIBAS FINANCIAL MARKETS | $5.7M | 67,041 | 0.00% | 31q | +31.1%+$1.3M |
| DENALI ADVISORS LLC | $4.8M | 56,600 | 0.48% | new | NEW |
| Public Sector Pension Investment Board | $4.8M | 56,384 | 0.01% | 31q | -11.8%-$640.9K |
| Susquehanna Portfolio Strategies, LLC | $4.6M | 54,643 | 0.07% | 2q | HELD |
| Squarepoint Ops LLC | $4.6M | 53,885 | 0.01% | 30q | -65.1%-$8.5M |
| AMERIPRISE FINANCIAL INC | $4.2M | 49,477 | 0.00% | 31q | -36.9%-$2.4M |
| MARTINGALE ASSET MANAGEMENT L P | $4.1M | 48,492 | 0.10% | 5q | +3.2%+$127.2K |
| MILLENNIUM MANAGEMENT LLC | $3.8M | 45,199 | 0.00% | 30q | -13.2%-$585.1K |
| Teewinot Capital Advisers, L.L.C. | $3.3M | 39,260 | 0.24% | 25q | HELD |
| FMR LLC | $3.3M | 39,146 | 0.00% | 21q | -12.5%-$475.8K |
| FIRST TRUST ADVISORS LP | $3.3M | 38,875 | 0.00% | 13q | +3.5%+$110.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.1M | 36,040 | 0.00% | 29q | -2.5%-$77.8K |
| RHUMBLINE ADVISERS | $3.0M | 35,885 | 0.00% | 31q | -19.9%-$753.9K |
| XTX Topco Ltd | $3.0M | 35,828 | 0.04% | 2q | +4.2%+$122.1K |
| FORMULA GROWTH LTD | $3.0M | 35,800 | 1.07% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $3.0M | 35,738 | 0.00% | 28q | -14.2%-$503.2K |
| RENAISSANCE TECHNOLOGIES LLC | $3.0M | 35,500 | 0.00% | 14q | -59.7%-$4.5M |
| NEW YORK STATE COMMON RETIREMENT FUND | $3.0M | 34,987 | 0.00% | 31q | +67.5%+$1.2M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $3.0M | 34,804 | 0.01% | 27q | -24.6%-$964.5K |
| Russell Investments Group, Ltd. | $2.6M | 30,811 | 0.00% | 13q | +10.8%+$255.3K |
| Engineers Gate Manager LP | $2.6M | 30,439 | 0.03% | 16q | -70.4%-$6.1M |
| Legal & General Group Plc | $2.5M | 30,071 | 0.00% | 31q | -7.3%-$201.7K |
| Swiss National Bank | $2.4M | 28,100 | 0.00% | 31q | -0.7%-$17.0K |
| WELLS FARGO & COMPANY/MN | $2.3M | 27,506 | 0.00% | 31q | +26.4%+$487.8K |
| HSBC HOLDINGS PLC | $2.3M | 27,871 | 0.00% | 5q | +106.2%+$1.2M |
| Aquatic Capital Management LLC | $2.3M | 27,310 | 0.08% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.3M | 26,897 | 0.00% | 6q | +1.8%+$39.3K |
| DEUTSCHE BANK AG\ | $2.2M | 26,301 | 0.00% | 34q | -58.7%-$3.2M |
| ROYAL BANK OF CANADA | $2.2M | 25,666 | 0.00% | 31q | -13.2%-$330.0K |
| CITADEL ADVISORS LLC | $2.1M incl. $228.9K options PUT | 21,656 | 0.00% | 31q | +219.2%+$1.4M |
| CAPITAL FUND MANAGEMENT S.A. | $2.0M | 23,288 | 0.01% | new | NEW |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $2.0M | 23,139 | 0.01% | 8q | +34.7%+$505.0K |
| New Age Alpha Advisors, LLC | $1.8M | 21,149 | 0.08% | 7q | -20.0%-$448.8K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $1.7M | 20,633 | 0.00% | 31q | -18.3%-$391.7K |
| CITIGROUP INC | $1.7M | 20,620 | 0.00% | 31q | +58.7%+$646.9K |
| NorthCrest Asset Manangement, LLC | $1.7M | 17,682 | 0.04% | 19q | HELD |
| JANE STREET GROUP, LLC | $1.7M PUT | options only | 0.00% | 2q | OPTIONS |
| Point72 Asset Management, L.P. | $1.6M | 19,111 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.6M | 18,586 | 0.00% | 31q | +6.8%+$100.0K |
| ExodusPoint Capital Management, LP | $1.5M | 17,949 | 0.01% | new | NEW |
| Brevan Howard Capital Management LP | $1.5M | 17,796 | 0.01% | 5q | +98.7%+$749.6K |
| SEI INVESTMENTS CO | $1.4M | 16,779 | 0.00% | 31q | -18.5%-$322.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 32,767 | 0.00% | 8q | +79.1%+$623.7K |
| Quantbot Technologies LP | $1.4M | 16,507 | 0.06% | 4q | +74.1%+$595.6K |
| ALLIANCEBERNSTEIN L.P. | $1.4M | 19,838 | 0.00% | 31q | -5.1%-$72.6K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.3M | 15,546 | 0.00% | 31q | +13.0%+$151.7K |
| Quantinno Capital Management LP | $1.3M | 15,347 | 0.00% | 4q | +52.8%+$449.8K |
| PRUDENTIAL FINANCIAL INC | $1.1M | 13,478 | 0.00% | 31q | -12.7%-$165.8K |
| Vanguard Global Advisers, LLC | $1.1M | 13,173 | 0.00% | 2q | -55.2%-$1.4M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1.1M | 13,038 | 0.00% | 11q | -71.7%-$2.8M |
| Jump Financial, LLC | $1.1M | 12,835 | 0.01% | 6q | +26.3%+$226.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M incl. $347.6K options CALL | 8,681 | 0.00% | 30q | -50.7%-$1.1M |
| BARCLAYS PLC | $1.0M | 12,321 | 0.00% | 31q | +42.6%+$312.0K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.0M | 12,117 | 0.01% | 23q | -32.6%-$496.7K |
| Creative Planning | $1.0M | 12,012 | 0.00% | 2q | +50.8%+$343.1K |
| A&I FINANCIAL SERVICES, LLC | $996.8K | 11,755 | 0.43% | 2q | +0.9%+$9.2K |
| CANADA LIFE ASSURANCE Co | $937.0K | 11,058 | 0.00% | 27q | -12.3%-$131.3K |
| Beau Ventures, LLc | $847.9K | 10,000 | 0.09% | 3q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $824.8K | 9,728 | 0.00% | 2q | HELD |
| Thrivent Financial for Lutherans | $730.0K | 8,612 | 0.00% | 31q | -13.0%-$109.4K |
| Handelsbanken Fonder AB | $721.0K | 8,500 | 0.00% | 14q | -6.6%-$50.9K |
| MARSHALL WACE, LLP | $703.8K | 8,300 | 0.00% | 6q | +67.8%+$284.5K |
| Inspire Investing, LLC | $680.9K | 8,030 | 0.03% | 23q | +6.2%+$39.8K |
| MAI Capital Management | $680.7K | 8,027 | 0.00% | 11q | +2.2%+$14.5K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-27 | 13G/A | BlackRock, Inc. | 9.1% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-08 | DYKE JEFF | President | Sold | 50,000 | $4.1M |
| 2026-06-10 | DYKE JEFF | President | Sold | 35,114 | $3.0M |
| 2026-06-09 | DYKE JEFF | President | Sold | 14,886 | $1.3M |
| 2026-05-28 | Byrd Heath | EVP and CFO | Sold | 9,526 | $809.7K |
| 2026-06-02 | Byrd Heath | EVP and CFO | Sold | 5,061 | $430.2K |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-05 | Rusnak Paul P. | 10% owner | Bought | 27,756 | $1.7M |
| 2026-10-01 | Rusnak Paul P. | 10% owner | Bought | 21,645 | $1.3M |
| 2026-10-07 | Rusnak Paul P. | 10% owner | Bought | 13,701 | $819.0K |
| 2026-10-14 | Rusnak Paul P. | 10% owner | Bought | 12,555 | $752.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 47 | $10.6M | 191,962 | 8 | 12 | 14 | 0.0% |
| Q2 2026 | 240 | $1.2B | 14,573,742 | 39 | 75 | 83 | 0.2% |
| Q1 2026 | 225 | $979.1M | 14,274,184 | 34 | 68 | 75 | 0.0% |
| Q4 2025 | 228 | $928.5M | 15,003,899 | 32 | 73 | 81 | 0.0% |
| Q3 2025 | 226 | $1.2B | 15,664,943 | 40 | 83 | 63 | 0.1% |
| Q2 2025 | 215 | $1.2B | 15,400,989 | 41 | 61 | 83 | 0.2% |
| Q1 2025 | 205 | $869.6M | 15,241,260 | 33 | 67 | 66 | 0.1% |
| Q4 2024 | 187 | $955.6M | 15,052,895 | 17 | 54 | 71 | 0.2% |
| Q3 2024 | 187 | $910.5M | 15,555,552 | 21 | 49 | 80 | 0.1% |
| Q2 2024 | 192 | $848.0M | 15,526,766 | 23 | 64 | 65 | 0.2% |
| Q1 2024 | 186 | $936.4M | 16,349,537 | 18 | 50 | 76 | 0.6% |
| Q4 2023 | 196 | $926.0M | 16,361,218 | 29 | 49 | 81 | 0.7% |
| Q3 2023 | 181 | $736.8M | 15,393,496 | 22 | 45 | 80 | 0.2% |
| Q2 2023 | 183 | $818.7M | 17,175,578 | 30 | 41 | 87 | 0.0% |
| Q1 2023 | 183 | $1.0B | 18,436,848 | 14 | 66 | 69 | 0.1% |
| Q4 2022 | 198 | $1.0B | 20,155,511 | 34 | 39 | 85 | 1.2% |
| Q3 2022 | 184 | $967.6M | 22,242,461 | 26 | 44 | 92 | 0.4% |
| Q2 2022 | 194 | $881.9M | 24,009,045 | 28 | 67 | 64 | 0.3% |
| Q1 2022 | 192 | $1.1B | 24,658,643 | 17 | 63 | 72 | 0.1% |
| Q4 2021 | 212 | $1.5B | 30,008,545 | 33 | 55 | 74 | 1.2% |
| Q3 2021 | 206 | $1.6B | 30,053,708 | 42 | 49 | 79 | 0.4% |
| Q2 2021 | 178 | $1.4B | 30,882,400 | 27 | 56 | 62 | 0.1% |
| Q1 2021 | 174 | $1.5B | 30,529,685 | 23 | 49 | 70 | 0.2% |
| Q4 2020 | 179 | $1.2B | 31,905,213 | 28 | 52 | 66 | 0.3% |
| Q3 2020 | 174 | $1.3B | 32,497,267 | 41 | 35 | 68 | 0.3% |
| Q2 2020 | 150 | $1.1B | 33,677,858 | 36 | 41 | 52 | 0.9% |
| Q1 2020 | 138 | $561.9M | 42,161,678 | 20 | 42 | 50 | 0.3% |
| Q4 2019 | 153 | $1.0B | 33,284,334 | 26 | 47 | 50 | 0.1% |
| Q3 2019 | 149 | $1.1B | 34,372,028 | 29 | 53 | 38 | 0.4% |
| Q2 2019 | 140 | $819.5M | 35,013,059 | 32 | 44 | 40 | 0.2% |
| Q1 2019 | 125 | $519.5M | 35,046,364 | 7 | 41 | 33 | 0.1% |
| Q4 2018 | 131 | $3.2B | 232,473,246 | 5 | 0 | 4 | 0.0% |