SAH Institutional Ownership
Sonic Automotive, Inc.
1W: -0.6%
1M: +2.0%
3M: -43.5%
YTD: +3.3%
1Y: -0.4%
3Y: +47.0%
5Y: +36.5%
$63.68
+2.42 (+3.95%)
Weekly Expected Move ±6.7%
$53
$57
$61
$65
$70
Credit Risk of going bust: higher than 77% of companies Debt: 69.9% of company value Bonds: $196.5M held by 127 funds, 126 bp over Treasuries → details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $9.20 (down 86%), Sonic Automotive, Inc. would be worth roughly what it owes.
Total debt $4.67B against a stock market value of $2.01B.
Distance to default 2.86 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $3.28B (short-term plus half of long-term), stock volatility 43.0%; Altman Z 3.26. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $9.20 (down 86%), Sonic Automotive, Inc. would be worth roughly what it owes.
Total debt $4.67B against a stock market value of $2.01B.
Distance to default 2.86 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $3.28B (short-term plus half of long-term), stock volatility 43.0%; Altman Z 3.26. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — SAH
262
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
42
New Positions
81
Increased
107
Reduced
24
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (292 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,406,210 | $153M | -101,800 | -4.1% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1,334,018 | $85M | +20,161 | +1.5% | 102Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 760,863 | $48M | -68,011 | -8.2% | 2Q | SEC ↗ |
| 4 | LSV ASSET MANAGEMENT NEW | 733,977 | $47M | — | +0.0% | 1Q | SEC ↗ |
| 5 | STATE STREET CORP | 634,362 | $40M | -41,490 | -6.1% | 46Q | SEC ↗ |
| 6 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 588,516 | $37M | -46,410 | -7.3% | 3Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 536,078 | $34M | -41,815 | -7.2% | 2Q | SEC ↗ |
| 8 | WESTWOOD HOLDINGS GROUP INC | 494,907 | $32M | -112,975 | -18.6% | 11Q | SEC ↗ |
| 9 | Invesco Ltd. | 388,304 | $25M | -61,875 | -13.7% | 87Q | SEC ↗ |
| 10 | Nuveen, LLC | 386,136 | $25M | +70,639 | +22.4% | 6Q | SEC ↗ |
| 11 | AMERICAN CENTURY COMPANIES INC | 366,892 | $23M | +142,790 | +63.7% | 15Q | SEC ↗ |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 325,171 | $21M | -35,770 | -9.9% | 92Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 294,753 | $19M | +272,485 | +1223.7% | 41Q | SEC ↗ |
| 14 | Sixth Street Partners Management Compa NEW | 277,547 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 277,547 | $18M | -49,130 | -15.0% | 15Q | SEC ↗ |
| 16 | MORGAN STANLEY | 273,431 | $17M | +90,490 | +49.5% | 60Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 234,242 | $15M | -17,181 | -6.8% | 110Q | SEC ↗ |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 223,776 | $14M | +25,802 | +13.0% | 3Q | SEC ↗ |
| 19 | D. E. Shaw & Co., Inc. | 204,779 | $13M | +124,320 | +154.5% | 2Q | SEC ↗ |
| 20 | TWO SIGMA INVESTMENTS, LP | 196,402 | $13M | -40,931 | -17.2% | 15Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 195,215 | $12M | +44,838 | +29.8% | 15Q | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 192,741 | $12M | -7,791 | -3.9% | 76Q | SEC ↗ |
| 23 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 183,076 | $12M | -34,310 | -15.8% | 52Q | SEC ↗ |
| 24 | Empowered Funds, LLC | 156,371 | $10M | +25,069 | +19.1% | 4Q | SEC ↗ |
| 25 | HEARTLAND ADVISORS INC | 147,598 | $9M | +24,373 | +19.8% | 2Q | SEC ↗ |
| 26 | BANK OF AMERICA CORP /DE | 130,802 | $8M | +511 | +0.4% | 15Q | SEC ↗ |
| 27 | JACOBS LEVY EQUITY MANAGEMENT, INC | 121,722 | $8M | -94,858 | -43.8% | 13Q | SEC ↗ |
| 28 | UBS Group AG | 113,695 | $7M | +30,542 | +36.7% | 30Q | SEC ↗ |
| 29 | VICTORY CAPITAL MANAGEMENT INC | 104,641 | $7M | +63,892 | +156.8% | 28Q | SEC ↗ |
| 30 | FRANKLIN RESOURCES INC | 99,077 | $6M | +3,280 | +3.4% | 13Q | SEC ↗ |
| 31 | VANGUARD FIDUCIARY TRUST CO | 87,255 | $6M | -10,650 | -10.9% | 2Q | SEC ↗ |
| 32 | PDT Partners, LLC | 84,474 | $5M | +7,777 | +10.1% | 5Q | SEC ↗ |
| 33 | Phocas Financial Corp. | 83,342 | $5M | -4,376 | -5.0% | 8Q | SEC ↗ |
| 34 | ProShare Advisors LLC | 80,872 | $5M | -22,557 | -21.8% | 5Q | SEC ↗ |
| 35 | PRINCIPAL FINANCIAL GROUP INC | 79,123 | $5M | -7,474 | -8.6% | 83Q | SEC ↗ |
| 36 | HRT FINANCIAL LP | 70,943 | $5M | -15,837 | -18.2% | 2Q | SEC ↗ |
| 37 | Man Group plc | 70,108 | $4M | -5,218 | -6.9% | 6Q | SEC ↗ |
| 38 | BNP PARIBAS FINANCIAL MARKETS | 67,041 | $4M | +15,906 | +31.1% | 46Q | SEC ↗ |
| 39 | DENALI ADVISORS LLC NEW | 56,600 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Public Sector Pension Investment Board | 56,384 | $4M | -7,559 | -11.8% | 68Q | SEC ↗ |
| 41 | Susquehanna Portfolio Strategies, LLC | 54,643 | $3M | +110 | +0.2% | 2Q | SEC ↗ |
| 42 | Squarepoint Ops LLC | 53,885 | $3M | -100,363 | -65.1% | 30Q | SEC ↗ |
| 43 | AMERIPRISE FINANCIAL INC | 49,477 | $3M | -28,878 | -36.9% | 16Q | SEC ↗ |
| 44 | MARTINGALE ASSET MANAGEMENT L P | 48,492 | $3M | +1,500 | +3.2% | 5Q | SEC ↗ |
| 45 | MILLENNIUM MANAGEMENT LLC | 45,199 | $3M | -6,901 | -13.2% | 30Q | SEC ↗ |
| 46 | Teewinot Capital Advisers, L.L.C. | 39,260 | $3M | — | +0.0% | 25Q | SEC ↗ |
| 47 | FMR LLC | 39,146 | $2M | -5,612 | -12.5% | 21Q | SEC ↗ |
| 48 | FIRST TRUST ADVISORS LP | 38,875 | $2M | +1,299 | +3.5% | 13Q | SEC ↗ |
| 49 | UBS AM, a distinct business unit of UB | 36,040 | $2M | -918 | -2.5% | 29Q | SEC ↗ |
| 50 | RHUMBLINE ADVISERS | 35,885 | $2M | -8,891 | -19.9% | 87Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| LSV ASSET MANAGEMENT | 733,977 | $47M |
| Sixth Street Partners Management Co | 277,547 | $18M |
| DENALI ADVISORS LLC | 56,600 | $4M |
| Aquatic Capital Management LLC | 27,310 | $2M |
| CAPITAL FUND MANAGEMENT S.A. | 23,288 | $1M |
| Point72 Asset Management, L.P. | 19,111 | $1M |
| ExodusPoint Capital Management, LP | 17,949 | $1M |
| Brooklyn Investment Group | 10,412 | $663K |
| Jupiter Topco LLC | 7,288 | $464K |
| BOOTHBAY FUND MANAGEMENT, LLC | 5,636 | $359K |
| DARK FOREST CAPITAL MANAGEMENT LP | 5,200 | $331K |
| Jain Global LLC | 5,200 | $331K |
| Sanctuary Advisors, LLC | 5,122 | $326K |
| ARISTEIA CAPITAL, L.L.C. | 4,655 | $296K |
| Caitlin John, LLC | 4,531 | $289K |
| Mariner, LLC | 4,435 | $282K |
| Ares Systematic Credit Ltd | 4,328 | $276K |
| TORONTO DOMINION BANK | 3,529 | $225K |
| CAPTRUST FINANCIAL ADVISORS | 3,012 | $192K |
| Fifth Third Wealth Advisors LLC | 2,937 | $187K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TOWLE & CO | 141,087 | $9M |
| Pacer Advisors, Inc. | 136,644 | $9M |
| Trexquant Investment LP | 124,923 | $8M |
| Balyasny Asset Management L.P. | 109,094 | $7M |
| Covalis Capital LLP | 93,018 | $6M |
| ALGERT GLOBAL LLC | 73,638 | $5M |
| TUDOR INVESTMENT CORP ET AL | 66,199 | $4M |
| Edgestream Partners, L.P. | 47,612 | $3M |
| Y-Intercept (Hong Kong) Ltd | 41,706 | $3M |
| J. Goldman & Co LP | 41,353 | $3M |
| Verition Fund Management LLC | 33,317 | $2M |
| JANE STREET GROUP, LLC | 31,436 | $2M |
| Allianz Asset Management GmbH | 30,794 | $2M |
| Jackson Creek Investment Advisors L | 23,113 | $1M |
| GSA CAPITAL PARTNERS LLP | 22,055 | $1M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 19,818 | $1M |
| Qube Research & Technologies Ltd | 18,899 | $1M |
| Mutual Advisors, LLC | 17,395 | $1M |
| Schonfeld Strategic Advisors LLC | 14,827 | $944K |
| Quadrature Capital Ltd | 12,346 | $786K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +272,485 | +1223.7% | 294,753 |
| AMERICAN CENTURY COMPANIES INC | +142,790 | +63.7% | 366,892 |
| D. E. Shaw & Co., Inc. | +124,320 | +154.5% | 204,779 |
| MORGAN STANLEY | +90,490 | +49.5% | 273,431 |
| Nuveen, LLC | +70,639 | +22.4% | 386,136 |
| VICTORY CAPITAL MANAGEMENT INC | +63,892 | +156.8% | 104,641 |
| GOLDMAN SACHS GROUP INC | +44,838 | +29.8% | 195,215 |
| UBS Group AG | +30,542 | +36.7% | 113,695 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +25,802 | +13.0% | 223,776 |
| Empowered Funds, LLC | +25,069 | +19.1% | 156,371 |
| HEARTLAND ADVISORS INC | +24,373 | +19.8% | 147,598 |
| DIMENSIONAL FUND ADVISORS LP | +20,161 | +1.5% | 1,334,018 |
| BNP PARIBAS FINANCIAL MARKETS | +15,906 | +31.1% | 67,041 |
| CITADEL ADVISORS LLC | +14,871 | +219.2% | 21,656 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +14,469 | +79.1% | 32,767 |
| HSBC HOLDINGS PLC | +14,352 | +106.2% | 27,871 |
| NEW YORK STATE COMMON RETIREMENT FU | +14,100 | +67.5% | 34,987 |
| Brevan Howard Capital Management LP | +8,841 | +98.7% | 17,796 |
| PDT Partners, LLC | +7,777 | +10.1% | 84,474 |
| CITIGROUP INC | +7,629 | +58.7% | 20,620 |