SAHNYSERetail-Auto Dealers & Gasoline StationsFiscal year ends December 31
SONIC AUTOMOTIVE INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$62.74−0.87 (-1.37%)
Close on Oct 19, 2026
- Market cap
- $2.01B
- P/E (TTM)
- 10.0
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
46.1%
15M of 32M shares
Institutional holders
237
40 new, 24 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
6 buys · 5 sales
Net sold $3.65M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 2,222,430 | 10.20% | 13G (passive) amendment | Mar 31, 2025 |
| David Bruton Smith | 13,365,903 | 42.30% | 13D (active) amendment | Jun 12, 2026 |
| Dimensional Fund Advisors LP | 1,335,583 | 6.10% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SAH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,406,210 | 7.61% | $204.02M | −101,800 | 0.00% |
| Dimensional Fund Advisors LP | 1,334,018 | 4.22% | $113.11M | +20,161 | 0.02% |
| Vanguard Portfolio Management LLC | 760,863 | 2.41% | $64.51M | −68,011 | 0.00% |
| Lsv Asset Management | 733,977 | 2.32% | $62.23K | New | 0.11% |
| State Street Corp | 634,362 | 2.01% | $54.06M | −41,490 | 0.00% |
| Nomura Asset Management International Inc. | 588,516 | 1.86% | $49.90M | −46,410 | 0.07% |
| Vanguard Capital Management LLC | 536,078 | 1.70% | $45.45M | −41,815 | 0.00% |
| Westwood Holdings Group Inc | 494,907 | 1.57% | $41.96M | −112,975 | 0.32% |
| Invesco Ltd. | 388,304 | 1.23% | $32.92M | −61,875 | 0.00% |
| Nuveen, LLC | 386,136 | 1.22% | $32.74M | +70,639 | 0.01% |
| American Century Companies Inc | 366,892 | 1.16% | $31.11M | +142,790 | 0.01% |
| Geode Capital Management, LLC | 325,171 | 1.03% | $27.58M | −35,770 | 0.00% |
| JPMorgan Chase & Co | 294,753 | 0.93% | $25.01M | +272,485 | 0.00% |
| Charles Schwab Investment Management Inc | 277,547 | 0.88% | $23.53M | −49,130 | 0.00% |
| Morgan Stanley | 273,431 | 0.86% | $23.18M | +90,490 | 0.00% |
| Northern Trust Corp | 234,242 | 0.74% | $19.86M | −17,181 | 0.00% |
| Bridgeway Capital Management, LLC | 223,776 | 0.71% | $18.97M | +25,802 | 0.33% |
| D. E. Shaw & Co., Inc. | 204,779 | 0.65% | $17.36M | +124,320 | 0.01% |
| Two Sigma Investments, LP | 196,402 | 0.62% | $16.65M | −40,931 | 0.01% |
| Goldman Sachs Group Inc | 195,215 | 0.62% | $16.55M | +44,838 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 237 | 15M | 46.1% | 40 / 83 | 82 / 24 | 2M | 2M |
| Q1 2026 | 226 | 14M | 45.2% | 38 / 71 | 78 / 37 | 3M | 2M |
| Q4 2025 | 229 | 15M | 47.4% | 37 / 75 | 88 / 31 | 2M | 3M |
| Q3 2025 | 228 | 16M | 49.5% | 41 / 90 | 64 / 26 | 1M | 1M |
| Q2 2025 | 215 | 15M | 48.7% | 39 / 64 | 87 / 30 | 2M | 2M |
| Q1 2025 | 207 | 15M | 48.2% | 37 / 71 | 66 / 16 | 2M | 2M |
| Q4 2024 | 188 | 15M | 47.6% | 24 / 57 | 78 / 23 | 1M | 1M |
| Q3 2024 | 189 | 16M | 49.2% | 24 / 54 | 82 / 25 | 3M | 1M |
| Q2 2024 | 192 | 16M | 49.1% | 26 / 71 | 68 / 16 | 1M | 2M |
| Q1 2024 | 184 | 16M | 51.7% | 20 / 54 | 79 / 30 | 2M | 2M |
| Q4 2023 | 196 | 16M | 51.8% | 37 / 49 | 87 / 21 | 3M | 2M |
| Q3 2023 | 181 | 15M | 48.7% | 21 / 51 | 83 / 22 | 1M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SAH | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 790,324 | 2.50% | $67.01M | 0.06% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 482,370 | 1.53% | $39.85M | 0.72% | May 29, 2026 |
| Vanguard Total Stock Market Index Fund | 372,512 | 1.18% | $31.59M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 313,154 | 0.99% | $26.55M | 0.03% | Jun 30, 2026 |
| Invesco S&P SmallCap 600 Revenue ETF | 274,513 | 0.87% | $22.68M | 1.21% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 269,146 | 0.85% | $22.82M | 0.01% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 255,325 | 0.81% | $21.09M | 0.08% | May 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 206,497 | 0.65% | $17.51M | 0.01% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 188,460 | 0.60% | $17.26M | 0.10% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 186,049 | 0.59% | $17.04M | 0.09% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 170,626 | 0.54% | $14.47M | 0.02% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 158,315 | 0.50% | $14.50M | 0.10% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 153,776 | 0.49% | $13.04M | 0.55% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 150,741 | 0.48% | $12.78M | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 144,746 | 0.46% | $13.26M | 0.07% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jeff Dyke | President, Director | 655,290 | 2.07% | Jun 10, 2026 |
| David Bruton Smith | Chairman and CEO, Director, 10% owner | 13,411,168 | 42.42% | May 6, 2026 |
| Heath Byrd | EVP and CFO | 146,081 | 0.46% | Jun 3, 2026 |
| Bryan Scott Smith | Director, 10% owner | 13,267,739 | 41.97% | May 1, 2026 |
| R. Eugene Taylor | Director | 63,926 | 0.20% | Apr 30, 2026 |
| William R. Brooks | Director | 117,898 | 0.37% | Apr 30, 2026 |
| Michael Edward Hodge | Director | 21,415 | 0.07% | Apr 30, 2026 |
| William I. Belk | Director | 113,168 | 0.36% | Apr 30, 2026 |
| Marcus G. Smith | Director, 10% owner | 12,970,403 | 41.03% | Apr 30, 2026 |
| Keri A. Kaiser | Director | 25,470 | 0.08% | Apr 30, 2026 |
| Paul P. Rusnak | 10% owner | 13,785,968 | 43.61% | Feb 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jeff Dyke President, Director | Jun 10, 2026 | Sale(10b5-1 plan) | −35,114 | $85.22 | $2.99M | 543,668 |
| Jeff Dyke President, Director | Jun 9, 2026 | Sale(10b5-1 plan) | −14,886 | $85.13 | $1.27M | 578,782 |
| Jeff Dyke President, Director | Jun 8, 2026 | Sale(10b5-1 plan) | −50,000 | $82.97 | $4.15M | 111,622 |
| Heath Byrd EVP and CFO | Jun 2, 2026 | Sale(10b5-1 plan) | −5,061 | $85.00 | $430.19K | 133,952 |
| Heath Byrd EVP and CFO | May 28, 2026 | Sale(10b5-1 plan) | −9,526 | $85.00 | $809.71K | 139,013 |
| Bryan Scott Smith Director, 10% owner | Apr 30, 2026 | Award | +4,373 | – | – | 401,830 |
| R. Eugene Taylor Director | Apr 30, 2026 | Award | +2,843 | – | – | 63,926 |
| Marcus G. Smith Director, 10% owner | Apr 30, 2026 | Award | +4,373 | – | – | 104,494 |
| William I. Belk Director | Apr 30, 2026 | Award | +2,843 | – | – | 107,168 |
| Michael Edward Hodge Director | Apr 30, 2026 | Award | +3,608 | – | – | 21,415 |
| Keri A. Kaiser Director | Apr 30, 2026 | Award | +3,061 | – | – | 25,470 |
| William R. Brooks Director | Apr 30, 2026 | Award | +2,916 | – | – | 117,898 |
| Jeff Dyke President, Director | Mar 31, 2026 | Returned to company | −7,534 | $68.57 | $516.61K | 593,668 |
| Jeff Dyke President, Director | Mar 31, 2026 | Option exercise | +7,534 | – | – | 601,202 |
| Heath Byrd EVP and CFO | Mar 31, 2026 | Returned to company | −5,872 | $68.57 | $402.64K | 148,539 |
| Heath Byrd EVP and CFO | Mar 31, 2026 | Option exercise | +5,872 | – | – | 154,411 |
| David Bruton Smith Chairman and CEO, Director, 10% owner | Mar 31, 2026 | Option exercise | +13,259 | – | – | 545,259 |
| David Bruton Smith Chairman and CEO, Director, 10% owner | Mar 31, 2026 | Returned to company | −13,259 | $68.57 | $909.17K | 532,000 |
| Paul P. Rusnak 10% owner | Feb 17, 2026 | Buy | +11,481 | $59.95 | $688.29K | 5,100,000 |
| Paul P. Rusnak 10% owner | Feb 13, 2026 | Buy | +48,540 | $59.92 | $2.91M | 5,088,519 |
| Paul P. Rusnak 10% owner | Feb 12, 2026 | Buy | +11,483 | $59.97 | $688.64K | 5,039,979 |
| Paul P. Rusnak 10% owner | Feb 11, 2026 | Buy | +1,931 | $59.98 | $115.82K | 5,028,496 |
| Paul P. Rusnak 10% owner | Feb 10, 2026 | Buy | +7,827 | $59.96 | $469.31K | 5,026,565 |
| Jeff Dyke President, Director | Feb 8, 2026 | Tax withholding | −5,346 | $62.46 | $333.91K | 593,668 |
| Heath Byrd EVP and CFO | Feb 8, 2026 | Tax withholding | −4,167 | $62.46 | $260.27K | 148,539 |
| David Bruton Smith Chairman and CEO, Director, 10% owner | Feb 8, 2026 | Tax withholding | −12,348 | $62.46 | $771.26K | 532,000 |
| Jeff Dyke President, Director | Feb 7, 2026 | Tax withholding | −6,379 | $62.46 | $398.43K | 599,014 |
| Heath Byrd EVP and CFO | Feb 7, 2026 | Tax withholding | −5,020 | $62.46 | $313.55K | 152,706 |
| David Bruton Smith Chairman and CEO, Director, 10% owner | Feb 7, 2026 | Tax withholding | −9,245 | $62.46 | $577.44K | 544,348 |
| Paul P. Rusnak 10% owner | Feb 5, 2026 | Buy | +18,738 | $59.98 | $1.12M | 5,018,738 |
| Marcus G. Smith Director, 10% owner | Jul 7, 2025 | Inheritance | +1,250 | – | – | 100,121 |
| Bryan Scott Smith Director, 10% owner | Jul 7, 2025 | Inheritance | +1,250 | – | – | 397,457 |
| David Bruton Smith Chairman and CEO, Director, 10% owner | Jul 7, 2025 | Inheritance | +1,250 | – | – | 553,593 |
| Jeff Dyke President, Director | Jun 2, 2025 | Sale(10b5-1 plan) | −576 | $70.02 | $40.33K | 605,393 |
| Jeff Dyke President, Director | May 30, 2025 | Sale(10b5-1 plan) | −31,152 | $70.05 | $2.18M | 605,969 |
| Jeff Dyke President, Director | May 29, 2025 | Sale(10b5-1 plan) | −1,838 | $70.00 | $128.66K | 637,121 |
| Jeff Dyke President, Director | May 28, 2025 | Sale(10b5-1 plan) | −16,434 | $70.03 | $1.15M | 638,959 |
| Jeff Dyke President, Director | May 6, 2025 | Tax withholding | −145,334 | $62.82 | $9.13M | 655,393 |
| William I. Belk Director | Apr 24, 2025 | Award | +3,342 | – | – | 104,325 |
| Marcus G. Smith Director, 10% owner | Apr 24, 2025 | Award | +5,141 | – | – | 98,871 |
| Bryan Scott Smith Director, 10% owner | Apr 24, 2025 | Award | +5,141 | – | – | 396,207 |
| Keri A. Kaiser Director | Apr 24, 2025 | Award | +3,599 | – | – | 22,409 |
| William R. Brooks Director | Apr 24, 2025 | Award | +3,428 | – | – | 114,982 |
| R. Eugene Taylor Director | Apr 24, 2025 | Award | +3,342 | – | – | 61,083 |
| Michael Edward Hodge Director | Apr 24, 2025 | Award | +4,241 | – | – | 17,807 |
| David Bruton Smith Chairman and CEO, Director, 10% owner | Mar 31, 2025 | Tax withholding | −7,753 | $56.96 | $441.61K | 552,343 |
| Jeff Dyke President, Director | Mar 31, 2025 | Tax withholding | −5,339 | $56.96 | $304.11K | 800,727 |
| Heath Byrd EVP and CFO | Mar 31, 2025 | Tax withholding | −4,162 | $56.96 | $237.07K | 157,726 |
| Jeff Dyke President, Director | Feb 9, 2025 | Tax withholding | −8,053 | $72.97 | $587.63K | 806,066 |
| Heath Byrd EVP and CFO | Feb 9, 2025 | Tax withholding | −6,277 | $72.97 | $458.03K | 161,888 |
| David Bruton Smith Chairman and CEO, Director, 10% owner | Feb 9, 2025 | Tax withholding | −14,635 | $72.97 | $1.07M | 560,096 |
| Jeff Dyke President, Director | Feb 8, 2025 | Tax withholding | −3,634 | $72.97 | $265.17K | 814,119 |
| Heath Byrd EVP and CFO | Feb 8, 2025 | Tax withholding | −2,856 | $72.97 | $208.40K | 168,165 |
| David Bruton Smith Chairman and CEO, Director, 10% owner | Feb 8, 2025 | Tax withholding | −8,323 | $72.97 | $607.33K | 574,731 |
| Heath Byrd EVP and CFO | Oct 28, 2024 | Gift | −2,597 | – | – | 171,021 |
| Heath Byrd EVP and CFO | Jul 18, 2024 | Sale(10b5-1 plan) | −19,827 | $60.00 | $1.19M | 173,618 |
| Jeff Dyke President, Director | Jun 12, 2024 | Sale(10b5-1 plan) | −16,734 | $60.00 | $1.00M | 817,753 |
| Heath Byrd EVP and CFO | Jun 12, 2024 | Sale(10b5-1 plan) | −2,480 | $60.00 | $148.80K | 193,445 |
| Jeff Dyke President, Director | May 28, 2024 | Sale(10b5-1 plan) | −15,000 | $56.76 | $851.40K | 161,622 |
| David Bruton Smith Chairman and CEO, Director, 10% owner | May 15, 2024 | Sale | −16,646 | $59.36 | $988.11K | 583,054 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jeff Dyke Officer, Director | Jun 10, 2026 | 35,114 | $2.98M | Jun 10, 2026 | Compensation |
| Jeff Dyke Officer, Director | Jun 9, 2026 | 14,886 | $1.27M | Jun 9, 2026 | Compensation |
| Jeff Dyke Officer, Director | Jun 8, 2026 | 50,000 | $4.11M | Jun 8, 2026 | Share Swap |
| Heath Byrd Officer | May 28, 2026 | 14,587 | $1.24M | May 28, 2026 | RSU |
| Jeff Dyke Officer, Director | Jun 2, 2025 | 576 | $40.33K | Jun 2, 2025 | RSU |
| Jeff Dyke Officer, Director | May 30, 2025 | 31,152 | $2.18M | May 30, 2025 | RSU |
| Jeff Dyke Officer, Director | May 29, 2025 | 1,838 | $128.66K | May 29, 2025 | RSU |
| Jeff Dyke Officer | May 28, 2025 | 16,434 | $1.15M | May 28, 2025 | RSU |
| Jeff Dyke Officer, Director | May 28, 2025 | 16,434 | $1.15M | May 28, 2025 | RSU |
| Heath Byrd Officer | Jul 18, 2024 | 19,827 | $1.19M | Jul 18, 2024 | RSU |
| Jeff Dyke Officer, Director | Jun 12, 2024 | 16,734 | $1.00M | Jun 12, 2024 | RSU |
| Heath Byrd Officer | Jun 12, 2024 | 2,480 | $148.81K | Jun 12, 2024 | RSU |
| Jeff Dyke Officer, Director | May 28, 2024 | 15,000 | $853.95K | May 28, 2024 | Gift |
| David Bruton Smith Officer, Director | Apr 29, 2024 | 152,401 | $9.34M | Apr 29, 2024 | Exercise of a Stock Award |
| W. Harris John III Former Affiliate | Oct 30, 2023 | 47,814 | $2.27M | Oct 30, 2023 | Stock Award |