Institutional Ownership Lithia Motors Inc (LAD)
This table provides information about the institutional ownership of Lithia Motors Inc (LAD). We have compiled data on the 454 institutions that hold shares in the stock, with a total of 24.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,565
shares
|
$540,676
0.0% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,543
shares
|
$533,075
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
1,539
shares
|
$531,693
0.01% of portfolio
|
Q3 2024
Reduced 25.47%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,453
shares
|
$501,982
0.02% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,434
shares
|
$495,418
0.04% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,433
shares
|
$495,072
0.0% of portfolio
|
Q3 2024
Reduced 39.64%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
1,383
shares
|
$477,798
0.0% of portfolio
|
Q3 2024
Reduced 90.59%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,371
shares
|
$473,653
0.0% of portfolio
|
Q3 2024
Reduced 17.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,366
shares
|
$471,925
0.0% of portfolio
|
Q3 2024
Added 23.84%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
1,351
shares
|
$466,743
0.0% of portfolio
|
Q3 2024
Reduced 79.41%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
1,345
shares
|
$464,670
0.01% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,316
shares
|
$454,651
0.0% of portfolio
|
Q3 2024
Reduced 82.14%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,295
shares
|
$447,396
0.24% of portfolio
|
Q3 2024
Added 111.6%
|
|
|
Factorial Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,280
shares
|
$442,214
0.26% of portfolio
|
Q2 2024
Reduced 46.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,275
shares
|
$440,487
0.0% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,237
shares
|
$427,358
0.0% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,211
shares
|
$418,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
1,193
shares
|
$412,157
0.02% of portfolio
|
Q4 2024
Reduced 31.16%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,175
shares
|
$405,939
0.0% of portfolio
|
Q3 2024
Added 19.78%
|
|
|
Pro Share Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,166
shares
|
$402,829
0.0% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
1,097
shares
|
$378,991
0.04% of portfolio
|
Q3 2024
Added 17.83%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,096
shares
|
$378,646
0.03% of portfolio
|
Q3 2022
Added 14.76%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,084
shares
|
$374,500
0.0% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
1,075
shares
|
$371,391
0.01% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
1,055
shares
|
$364,481
0.03% of portfolio
|
Q2 2021
Reduced 32.15%
|