Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in SAH held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.4M | $204.0M | -4.1% | 7.226% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $113.1M | +1.5% | 4.006% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 761K | $64.5M | -8.2% | 2.285% | 0.00% |
| 4 | STATE STREET CORP | 634K | $54.1M | -6.1% | 1.905% | 0.00% |
| 5 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 589K | $49.9M | -7.3% | 1.767% | 0.07% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 536K | $45.5M | -7.2% | 1.610% | 0.00% |
| 7 | WESTWOOD HOLDINGS GROUP INC | 495K | $42.0M | -18.6% | 1.486% | 0.32% |
| 8 | Invesco Ltd. | 388K | $32.9M | -13.7% | 1.166% | 0.00% |
| 9 | Nuveen, LLC | 386K | $32.7M | +22.4% | 1.160% | 0.01% |
| 10 | AMERICAN CENTURY COMPANIES INC | 367K | $31.1M | +63.7% | 1.102% | 0.01% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 325K | $27.6M | -9.9% | 0.976% | 0.00% |
| 12 | JPMORGAN CHASE & CO | 295K | $25.0M | +1223.7% | 0.885% | 0.00% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 278K | $23.5M | -15.0% | 0.834% | 0.00% |
| 14 | MORGAN STANLEY | 273K | $23.2M | +49.5% | 0.821% | 0.00% |
| 15 | NORTHERN TRUST CORP | 234K | $19.9M | -6.8% | 0.703% | 0.00% |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 224K | $19.0M | +13.0% | 0.672% | 0.33% |
| 17 | D. E. Shaw & Co., Inc. | 205K | $17.4M | +154.5% | 0.615% | 0.01% |
| 18 | TWO SIGMA INVESTMENTS, LP | 196K | $16.7M | -17.3% | 0.590% | 0.01% |
| 19 | GOLDMAN SACHS GROUP INC | 195K | $16.6M | +29.8% | 0.586% | 0.00% |
| 20 | Bank of New York Mellon Corp | 193K | $16.3M | -3.9% | 0.579% | 0.00% |
| 21 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 183K | $15.5M | -15.8% | 0.550% | 0.05% |
| 22 | Empowered Funds, LLC | 156K | $13.3M | +19.1% | 0.470% | 0.07% |
| 23 | HEARTLAND ADVISORS INC | 148K | $12.5M | +19.8% | 0.443% | 0.56% |
| 24 | BANK OF AMERICA CORP /DE/ | 131K | $11.1M | +0.4% | 0.393% | 0.00% |
| 25 | JACOBS LEVY EQUITY MANAGEMENT, INC | 122K | $10.3M | -43.8% | 0.365% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SAH — a direct measure of their conviction.
Filings activity in SAH during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new SAH position in Q2 2026
Institutions that fully closed their SAH position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 237 | +5.8% | 43.83% | +4.84 pp | $1.16B | +21% |
| Q1 2026 | 224 | +0.4% | 38.99% | 1.49 pp | $958M | +6.1% |
| Q4 2025 | 223 | 0.9% | 40.48% | 0.86 pp | $903M | 23% |
| Q3 2025 | 225 | +5.1% | 41.34% | +0.48 pp | $1.17B | 3.1% |
| Q2 2025 | 214 | +6.5% | 40.86% | +0.10 pp | $1.20B | +42% |
| Q1 2025 | 201 | +8.6% | 40.76% | +1.09 pp | $848M | 8.5% |
| Q4 2024 | 185 | 0.5% | 39.67% | 1.24 pp | $927M | +5.1% |
| Q3 2024 | 186 | — | 40.91% | — | $881M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SAH stock.
Based on Q2 2026 13F filings, institutional ownership of Sonic Automotive, Inc. stands at 43.8%, held across 237 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SAH, with approximately 2,406,210 shares worth $0.20B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of SAH, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for SAH is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
35 institutions opened new positions in SAH during Q2 2026, while 22 fully exited. 167 added to existing positions and 27 trimmed.
SAH institutional ownership rose by 4.84 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 57.7% of all reported 13F value in SAH, and the top 25 account for 80.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Sonic Automotive, Inc. (SAH) Institutional Ownership