Sonic Automotive Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SAH?
Owner Type	Number of Shares	Ownership Percentage
State or Government	3,839	0.0109%
Individual Insiders	6,458,869	18.3%
Private Companies	12,865,909	36.5%
Institutions	15,894,786	45.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 91.25% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
28.8%	Sonic Financial Corporation	9,858,125	US$625.0m	0%	no data
14.6%	Paul Rusnak	5,000,000	US$317.0m	0%	no data
8.8%	Obs Family, LLC	3,007,784	US$190.7m	0%	no data
6.87%	BlackRock, Inc.	2,350,224	US$149.0m	-0.9%	no data
4.98%	Dimensional Fund Advisors LP	1,704,141	US$108.0m	-2.04%	0.02%
4.5%	The Vanguard Group, Inc.	1,537,286	US$97.5m	-1.01%	no data
2.41%	Hotchkis and Wiley Capital Management, LLC	824,686	US$52.3m	-5.85%	0.16%
2.23%	Macquarie Investment Management Business Trust	761,587	US$48.3m	37.2%	0.06%
2.02%	State Street Global Advisors, Inc.	689,243	US$43.7m	0.21%	no data
1.8%	Invesco Capital Management LLC	615,273	US$39.0m	6.66%	0.02%
1.69%	Westwood Management Corp.	578,559	US$36.7m	-2.91%	0.29%
1.34%	Millennium Management LLC	458,142	US$29.0m	0.34%	0.02%
1.24%	David Smith	425,300	US$27.0m	0%	no data
1.14%	B. Smith	391,066	US$24.8m	0%	no data
1.12%	Charles Schwab Investment Management, Inc.	383,138	US$24.3m	-2.2%	no data
1.09%	Towle & Co	372,799	US$23.6m	-2.6%	3.47%
0.98%	Geode Capital Management, LLC	333,642	US$21.2m	0.09%	no data
0.95%	American Beacon Advisors, Inc.	325,871	US$20.7m	-0.34%	0.49%
0.8%	Northern Trust Global Investments	272,901	US$17.3m	1.64%	no data
0.77%	Jacobs Levy Equity Management Inc	261,591	US$16.6m	-9.2%	0.06%
0.7%	BNY Asset Management	239,351	US$15.2m	-5.56%	no data
0.66%	Morgan Stanley, Investment Banking and Brokerage Investments	225,084	US$14.3m	26.2%	no data
0.63%	Frank Dyke	214,508	US$13.6m	0%	no data
0.58%	Goldman Sachs Group, Investment Banking and Securities Investments	196,959	US$12.5m	-3.02%	0.01%
0.5%	Bank of America Corporation, Asset Management Arm	170,594	US$10.8m	37.7%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 10:26
End of Day Share Price	2024/12/19 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Sonic Automotive, Inc. is covered by 19 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
John Murphy	BofA Global Research
Glenn Chin	Buckingham Research Group Inc.
Garrett Nelson	CFRA Equity Research