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Sonic Automotive Inc

SAH
Exchange
NYSE
Industry
Retail-Auto Dealers & Gasoline Stations
SEC CIK
0001043509

No open-market purchases or sales by Sonic Automotive Inc insiders were filed in the last 90 days; 237 institutions reported holding it in 13F filings for Q2 2026, worth $1.23B in total; no superinvestor holds it.

13F holders, Q3 2022

Institutional positions in Sonic Automotive Inc as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
200
−5 vs. Q2 2022
Shares held
20.6M
−1.65M (−7.4%) vs. Q2 2022
Total value
$892.8M
+$75.9M (+9.3%) vs. Q2 2022
New holders
29
54 more added
Sold out
34
96 more reduced

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SAH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 200 institutions
Q1 2021: 179 institutionsQ2 2021: 180 institutionsQ3 2021: 208 institutionsQ4 2021: 218 institutionsQ1 2022: 205 institutionsQ2 2022: 205 institutionsQ3 2022: 200 institutionsQ4 2022: 199 institutionsQ1 2023: 186 institutionsQ2 2023: 183 institutionsQ3 2023: 182 institutionsQ4 2023: 196 institutionsQ1 2024: 184 institutionsQ2 2024: 192 institutionsQ3 2024: 189 institutionsQ4 2024: 188 institutionsQ1 2025: 207 institutionsQ2 2025: 215 institutionsQ3 2025: 228 institutionsQ4 2025: 229 institutionsQ1 2026: 226 institutionsQ2 2026: 237 institutions
Value heldQ3 2022: $892.8M
Q1 2021: $1.16BQ2 2021: $1.05BQ3 2021: $1.26BQ4 2021: $1.17BQ1 2022: $977.3MQ2 2022: $816.9MQ3 2022: $892.8MQ4 2022: $993.3MQ1 2023: $994.7MQ2 2023: $818.3MQ3 2023: $735.4MQ4 2023: $896.3MQ1 2024: $898.0MQ2 2024: $844.1MQ3 2024: $906.5MQ4 2024: $954.0MQ1 2025: $868.1MQ2 2025: $1.23BQ3 2025: $1.18BQ4 2025: $927.0MQ1 2026: $978.1MQ2 2026: $1.23B
Institutions holding SAH and their total value by quarter
QuarterHoldersValue
Q2 2026237$1.23B
Q1 2026226$978.1M
Q4 2025229$927.0M
Q3 2025228$1.18B
Q2 2025215$1.23B
Q1 2025207$868.1M
Q4 2024188$954.0M
Q3 2024189$906.5M
Q2 2024192$844.1M
Q1 2024184$898.0M
Q4 2023196$896.3M
Q3 2023182$735.4M
Q2 2023183$818.3M
Q1 2023186$994.7M
Q4 2022199$993.3M
Q3 2022200$892.8M
Q2 2022205$816.9M
Q1 2022205$977.3M
Q4 2021218$1.17B
Q3 2021208$1.26B
Q2 2021180$1.05B
Q1 2021179$1.16B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Sonic Automotive Inc; share changes are against Q2 2022.

Institutions holding SAH in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd4$00.00%−63−94.0%Reduced
JFS Wealth Advisors, LLC8$00.00%+4+100.0%Added
Lindbrook Capital, LLC6$00.00%00.0%Unchanged
Disciplined Investments, LLC3$00.00%+1+50.0%Added
Schubert & Co9$00.00%+1+12.5%Added
Allworth Financial LP8$00.00%+8New
TCI Wealth Advisors, Inc.1$00.00%+1New
Parallel Advisors, LLC6$00.00%+6New
SJS Investment Consulting Inc.1$00.00%+1New
Sargent Bickham Lagudis LLC26$1.00K0.00%00.0%Unchanged
Glassman Wealth Services16$1.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc13$1.00K0.00%+13New
EverSource Wealth Advisors, LLC37$2.00K0.00%−47−56.0%Reduced
Parkside Financial Bank & Trust55$2.00K0.00%+8+17.0%Added
Quadrant Capital Group LLC42$2.00K0.00%−16−27.6%Reduced
Ronald Blue Trust, Inc.67$2.00K0.00%+19+39.6%Added
Fifth Third Bancorp65$3.00K0.00%+59+983.3%Added
Missouri Trust & Investment Co100$4.00K0.00%00.0%Unchanged
Archer Investment Corp102$4.41K0.00%+1+1.0%Added
Barrow Hanley Mewhinney & Strauss LLC121$5.00K0.00%00.0%Unchanged
Meeder Asset Management Inc113$5.00K0.00%+4+3.7%Added
Signaturefd, LLC112$5.00K0.00%+19+20.4%Added
IFP Advisors, Inc70$7.00K0.00%+5+7.7%Added
Credit Agricole S A191$8.00K0.00%00.0%Unchanged
Wipfli Financial Advisors LLC,239$10.0K0.00%+239New
Blue Bell Private Wealth Management, LLC250$11.0K0.00%00.0%Unchanged
CWM, LLC280$12.0K0.00%−62−18.1%Reduced
Global Retirement Partners, LLC260$12.0K0.00%+12+4.8%Added
Nisa Investment Advisors, LLC313$14.0K0.00%+13+4.3%Added
Riverview Trust Co341$15.0K0.01%+341New
Sutton Wealth Advisors Inc.401$17.4K0.01%+10+2.6%Added
Harbor Investment Advisory, LLC461$20.0K0.00%00.0%Unchanged
Group One Trading, L.P.526$23.0K0.00%+526New
Versant Capital Management, Inc576$25.0K0.01%−9−1.5%Reduced
Nomura Asset Management Co Ltd610$26.4K0.00%00.0%Unchanged
Point72 Hong Kong Ltd787$34.0K0.00%−703−47.2%Reduced
Allspring Global Investments Holdings, LLC831$35.0K0.00%−630−43.1%Reduced
US Bancorp985$43.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,027$44.0K0.00%+382+59.2%Added
Metropolitan Life Insurance Co1,315$56.9K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,531$66.0K0.00%−185−10.8%Reduced
KBC Group NV1,594$69.0K0.00%−377−19.1%Reduced
State of Wyoming1,826$79.0K0.04%+121+7.1%Added
Bollard Group LLC2,505$108.0K0.00%+18+0.7%Added
Counterpoint Mutual Funds LLC2,523$109.0K0.27%−92−3.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)2,685$116.0K0.00%00.0%Unchanged
UBS Group AG2,970$129.0K0.00%+2,315+353.4%Added
Public Employees Retirement System of Ohio3,842$166.0K0.00%−141−3.5%Reduced
EMC Capital Management4,044$175.0K0.16%00.0%Unchanged
Callodine Capital Management, LP4,632$201.0K0.06%−205,368−97.8%Reduced
Pacific Global Investment Management CO4,710$204.0K0.05%+4,710New
HSBC Holdings PLC4,671$206.0K0.00%−9,334−66.6%Reduced
CWM Advisors, LLC4,754$206.0K0.03%−1,025−17.7%Reduced
Valley National Advisers Inc4,506$208.0K0.04%−48−1.1%Reduced
Wexford Capital LP4,815$208.0K0.07%+4,815New
Corton Capital Inc.5,072$220.0K0.27%−1,789−26.1%Reduced
Public Employees Retirement Association of Colorado5,143$223.0K0.00%00.0%Unchanged
Verity Asset Management, Inc.5,409$234.2K0.24%+5,409New
Aquatic Capital Management LLC5,500$238.0K0.02%+4,000+266.7%Added
Blueshift Asset Management, LLC5,516$239.0K0.05%+5,516New
Tower Research Capital LLC (TRC)5,574$241.0K0.00%+4,657+507.9%Added
Occudo Quantitative Strategies LP5,590$242.0K0.02%−5,726−50.6%Reduced
Arizona State Retirement System5,611$243.0K0.00%−118−2.1%Reduced
Mitsubishi UFJ Trust & Banking Corp5,642$244.0K0.00%−657−10.4%Reduced
Burney Co5,680$246.0K0.01%−3,600−38.8%Reduced
Delphia (USA) Inc.5,672$246.0K0.28%−2,267−28.6%Reduced
Handelsbanken Fonder AB5,700$247.0K0.00%00.0%Unchanged
Stifel Financial Corp5,733$248.0K0.00%+22+0.4%Added
Bayesian Capital Management, LP6,104$264.0K0.05%+6,104New
Oregon Public Employees Retirement Fund6,145$266.0K0.00%−672−9.9%Reduced
LPL Financial LLC6,173$267.0K0.00%+6,173New
Shell Asset Management Co6,382$276.0K0.01%−1,672−20.8%Reduced
Captrust Financial Advisors6,618$287.0K0.00%+898+15.7%Added
Mariner, LLC6,821$295.0K0.00%+6,821New
FORA Capital, LLC7,117$308.0K0.06%+7,117New
Capital Investment Advisory Services, LLC7,243$314.0K0.04%00.0%Unchanged
SG Americas Securities, LLC7,293$316.0K0.00%−8,328−53.3%Reduced
Versor Investments LP7,642$331.0K0.02%−19,504−71.8%Reduced
Engineers Gate Manager LP7,689$333.0K0.02%+7,689New
State of Tennessee, Treasury Department8,279$358.0K0.00%+379+4.8%Added
Manufacturers Life Insurance Company, The8,272$358.2K0.00%−285−3.3%Reduced
State Board of Administration of Florida Retirement System8,298$359.0K0.00%−1,670−16.8%Reduced
Teachers Retirement System of the State of Kentucky8,298$359.0K0.00%+8,298New
Amalgamated Bank8,630$374.0K0.00%−297−3.3%Reduced
Louisiana State Employees Retirement System8,800$381.0K0.01%−700−7.4%Reduced
AdvisorShares Investments LLC9,064$392.0K0.11%+9,064New
Rafferty Asset Management, LLC9,126$395.0K0.00%+2,469+37.1%Added
The PNC Financial Services Group, Inc.9,544$414.0K0.00%+31+0.3%Added
Martingale Asset Management L P9,608$417.0K0.01%+2,903+43.3%Added
SEI Investments Co9,831$426.0K0.00%−3,839−28.1%Reduced
Qube Research & Technologies Ltd10,025$434.0K0.00%−37,939−79.1%Reduced
Virtu Financial LLC10,018$434.0K0.04%+10,018New
Hancock Whitney Corp10,049$435.0K0.02%−369−3.5%Reduced
MetLife Investment Management10,516$455.3K0.00%00.0%Unchanged
American International Group, Inc.10,817$468.0K0.00%−57−0.5%Reduced
Citigroup Inc11,160$484.0K0.00%−4,125−27.0%Reduced
Two Sigma Advisers, LP12,400$537.0K0.00%−25,300−67.1%Reduced
State of Alaska, Department of Revenue12,823$555.0K0.01%−1,963−13.3%Reduced
Capital Impact Advisors, LLC11,134$572.0K0.57%−5,783−34.2%Reduced
Texas Permanent School Fund13,322$577.0K0.01%−948−6.6%Reduced