Institutional Ownership Sonic Automotive Inc (SAH)
This table provides information about the institutional ownership of Sonic Automotive Inc (SAH). We have compiled data on the 221 institutions that hold shares in the stock, with a total of 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
186
shares
|
$14,480
0.0% of portfolio
|
Q1 2025
Reduced 44.81%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
160
shares
|
$12,456
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
141
shares
|
$10,976
0.0% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
121
shares
|
$9,419
0.0% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
116
shares
|
$9,030
0.0% of portfolio
|
Q2 2025
Reduced 55.04%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
108
shares
|
$8,407
0.0% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
100
shares
|
$7,784
0.0% of portfolio
|
Q1 2025
Reduced 29.58%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
85
shares
|
$6,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
84
shares
|
$6,539
0.0% of portfolio
|
Q1 2025
Reduced 69.34%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
83
shares
|
$6,461
0.0% of portfolio
|
Q2 2025
Added 59.62%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
67
shares
|
$5,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
52
shares
|
$4,048
0.0% of portfolio
|
Q4 2023
Added 18.18%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
42
shares
|
$3,269
0.0% of portfolio
|
Q3 2022
Reduced 27.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
40
shares
|
$3,114
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
35
shares
|
$2,724
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
35
shares
|
$2,724
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
26
shares
|
$2,024
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
25
shares
|
$1,946
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
19
shares
|
$1,479
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
17
shares
|
$1,323
0.0% of portfolio
|
Q1 2025
Added 70.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
17
shares
|
$1,323
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
15
shares
|
$1,167
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
14
shares
|
$1,089
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13
shares
|
$1,012
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
12
shares
|
$934
0.0% of portfolio
|
Q1 2025
Added 20.0%
|