As of November 10, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of Sonic Automotive Inc. The largest reported stake is B. Scott Smith's, at 42.3%. 4 filings are on record since July 15, 2025 (Schedule 13D/A, June 17, 2026).
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Key facts
- · Reporting person: BlackRock, Inc. · Sole voting: 1,762,727 · Shared voting: 0 · Sole dispositive: 1,791,047 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-27
- · Reporting person: OBS Family, LLC · Sole voting: 3,007,784 · Shared voting: 0 · Sole dispositive: 3,007,784 · Shared dispositive: 0 · SCHEDULE 13D/A, 2026-06-17
- · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
- · Holder: Dimensional Fund Advisors LP · Percent: 6.1% · SCHEDULE 13G/A
Sonic Automotive Inc has 4 Schedule 13D or 13G filings on record since 2025-07-15. 3 holders' latest filing reports 5% or more of class a stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| 42.3% | 13,215,188 | SCHEDULE 13D/A, 2026-06-17 | 2026-06-12 | |
| BlackRock, Inc. | 9.1% | 1,791,047 | SCHEDULE 13G/A, 2026-10-27 | 2026-09-30 |
| Dimensional Fund Advisors LP | 6.1% | 1,335,583 | SCHEDULE 13G/A, 2025-07-15 | 2025-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
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More on Sonic Automotive Inc and the records around it.
Sonic Automotive Inc elsewhere on the record
Companies that share a holder
- Dimensional Fund Advisors LP also filed stake reports on 366 other companies: Acadia Healthcare Co Inc (Oct 2026), ADT Inc (Oct 2026), AGCO Corp (Oct 2026)
- BlackRock, Inc. also filed stake reports on 1596 other companies: AvePoint, Inc. (Nov 2026), BIOMARIN PHARMACEUTICAL INC (Nov 2026), MSG RANGERS CORP (Nov 2026)
- The Vanguard Group also filed stake reports on 2384 other companies: BellRing Brands, Inc. (Sep 2026), CAL-MAINE FOODS INC (Sep 2026), FTAI Aviation Ltd. (Sep 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| OBS Family, LLC | 3,007,784 | 0 | 3,007,784 | 0 | SCHEDULE 13D/A, 2026-06-17 |
| Sonic Financial Corporation | 9,858,125 | 0 | 9,858,125 | 0 | SCHEDULE 13D/A, 2026-06-17 |
| B. Scott Smith | 349,279 | 12,865,909 | 349,279 | 12,865,909 | SCHEDULE 13D/A, 2026-06-17 |
| David Bruton Smith | 499,994 | 12,865,909 | 499,994 | 12,865,909 | SCHEDULE 13D/A, 2026-06-17 |
| Marcus G. Smith | 51,943 | 12,865,909 | 51,943 | 12,865,909 | SCHEDULE 13D/A, 2026-06-17 |
| BlackRock, Inc. | 1,762,727 | 0 | 1,791,047 | 0 | SCHEDULE 13G/A, 2026-10-27 |
The latest filing identifies Sonic Automotive Inc by CUSIP 83545G102 and gives its principal executive office as 4401 COLWICK ROAD, CHARLOTTE, NC 28211 (SCHEDULE 13G/A, 2026-10-27).
Purpose of Transaction (Item 4)
B. Scott Smith
Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following: The Reporting Persons filed an initial Schedule 13D on November 19, 1997. The Schedule 13D was amended from time to time to reflect, among other things, additional purchases and sales of Shares over time. The Reporting Persons presently believe that the Shares are undervalued at current market prices and represent an attractive investment opportunity. As a result, the Reporting Persons are filing this Amendment to, among other things, report their intention to potentially acquire additional Shares from time to time in open market transactions or in privately negotiated transactions with third parties. The Reporting Persons have not decided on an exact number of Shares to acquire, which will depend on market conditions and other factors, and such acquisitions could result in the Reporting Persons acquiring greater than 50% beneficial ownership of the outstanding shares of Class A Common Stock (including as a result of the conversion or exchange of Class B Common Stock by the Reporting Persons). In addition, depending on the Reporting Persons continuing assessment of certain factors, including the Issuer's financial condition and market conditions, the Reporting Persons will continue to periodically evaluate, and may in the future determine to pursue, various potential alternatives with respect to their investment in the Issuer, which alternatives could include, among other things, a …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-06-17; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-15 | Dimensional Fund Advisors LP | 6.1% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-06-17 | B. Scott Smith | 42.3% | SCHEDULE 13D/A |
| 2026-10-27 | BlackRock, Inc. | 9.1% | SCHEDULE 13G/A |
Questions about who owns Sonic Automotive Inc
Who owns Sonic Automotive Inc?
On this page, 3 holders' latest ownership filings report 5% or more of Sonic Automotive Inc: B. Scott Smith (42.3%, Schedule 13D/A, filed 2026-06-17), BlackRock, Inc. (9.1%, Schedule 13G/A, filed 2026-10-27) and Dimensional Fund Advisors LP (6.1%, Schedule 13G/A, filed 2025-07-15).
Who are the largest shareholders of Sonic Automotive Inc?
By the share each holder's latest filing reports, the largest holders of Sonic Automotive Inc on this page are B. Scott Smith (42.3%), BlackRock, Inc. (9.1%) and Dimensional Fund Advisors LP (6.1%).
When did B. Scott Smith buy into Sonic Automotive Inc?
The filings give report dates, not purchase dates. The earliest filing from B. Scott Smith on this page is the Schedule 13D/A, filed 2026-06-17, reporting 42.3%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 4 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Sonic Automotive Inc
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| May 1, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.