Ranked by reported Q1 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. | 2.5M | $172.0M | +2.2% | 7.377% | 0.00% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $90.1M | +3.8% | 3.864% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 829K | $56.8M | — | 2.438% | 0.00% |
| 4 | STATE STREET CORP | 676K | $46.6M | -3.6% | 1.988% | 0.00% |
| 5 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 635K | $43.5M | -10.1% | 1.867% | 0.07% |
| 6 | WESTWOOD HOLDINGS GROUP INC | 608K | $41.7M | +2.0% | 1.788% | 0.30% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 578K | $39.6M | — | 1.700% | 0.00% |
| 8 | Invesco Ltd. | 450K | $30.9M | -11.9% | 1.324% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 361K | $24.8M | -3.8% | 1.062% | 0.00% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 327K | $22.4M | -11.9% | 0.961% | 0.00% |
| 11 | Nuveen, LLC | 315K | $21.6M | +7.7% | 0.928% | 0.01% |
| 12 | NORTHERN TRUST CORP | 251K | $17.2M | +1.1% | 0.739% | 0.00% |
| 13 | TWO SIGMA INVESTMENTS, LP | 237K | $16.3M | +51.0% | 0.698% | 0.01% |
| 14 | AMERICAN CENTURY COMPANIES INC | 224K | $15.4M | +13.3% | 0.659% | 0.01% |
| 15 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 217K | $14.9M | -24.1% | 0.639% | 0.05% |
| 16 | JACOBS LEVY EQUITY MANAGEMENT, INC | 217K | $14.9M | +4.5% | 0.637% | 0.06% |
| 17 | Bank of New York Mellon Corp | 201K | $13.8M | -2.4% | 0.590% | 0.00% |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 198K | $13.6M | +65.8% | 0.582% | 0.27% |
| 19 | MORGAN STANLEY | 183K | $12.5M | -15.9% | 0.538% | 0.00% |
| 20 | Squarepoint Ops LLC | 154K | $10.6M | +117.5% | 0.454% | 0.01% |
| 21 | GOLDMAN SACHS GROUP INC | 150K | $10.3M | -21.2% | 0.442% | 0.00% |
| 22 | Empowered Funds, LLC | 131K | $9.0M | +64.4% | 0.386% | 0.06% |
| 23 | BANK OF AMERICA CORP /DE/ | 130K | $8.9M | -12.1% | 0.383% | 0.00% |
| 24 | Trexquant Investment LP | 125K | $8.6M | +35.1% | 0.367% | 0.08% |
| 25 | HEARTLAND ADVISORS INC | 123K | $8.4M | — | 0.362% | 0.43% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 220 | 1.3% | 33.23% | +1.83 pp | $956M | +5.8% |
| Q4 2025 | 223 | 0.9% | 31.40% | 9.16 pp | $903M | 23% |
| Q3 2025 | 225 | +5.1% | 40.56% | 1.30 pp | $1.17B | 3.1% |
| Q2 2025 | 214 | +6.5% | 41.86% | +12.40 pp | $1.20B | +42% |
| Q1 2025 | 201 | +8.6% | 29.46% | 2.75 pp | $848M | 8.5% |
| Q4 2024 | 185 | 0.5% | 32.21% | +1.57 pp | $927M | +5.1% |
| Q3 2024 | 186 | 2.6% | 30.64% | +1.40 pp | $881M | +4.8% |
| Q2 2024 | 191 | — | 29.24% | — | $841M | — |
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 Q1 2026 13F filings, institutional ownership of Sonic Automotive, Inc. stands at 33.2%, held across 220 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SAH, with approximately 2,508,010 shares worth $0.17B as of Q1 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 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
40 institutions opened new positions in SAH during Q1 2026, while 43 fully exited. 131 added to existing positions and 44 trimmed.
SAH institutional ownership rose by 1.83 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 59.4% of all reported 13F value in SAH, and the top 25 account for 79.9%.
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