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 |
|---|---|---|---|---|---|
|
Moody Aldrich Partners LLC
|
Jan 22, 2025 Q4 2024 |
625
shares
|
$215,925
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
615
shares
|
$212,470
0.0% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
566
shares
|
$195,541
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
552
shares
|
$190,704
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$172,740
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
459
shares
|
$158,575
0.0% of portfolio
|
Q2 2024
Added 12.78%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
448
shares
|
$154,775
0.04% of portfolio
|
Q2 2022
Reduced 12.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
409
shares
|
$141,301
0.01% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
400
shares
|
$138,192
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
381
shares
|
$131,627
0.01% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
358
shares
|
$123,681
0.0% of portfolio
|
Q1 2023
Added 52.94%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
347
shares
|
$119,881
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
325
shares
|
$112,281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
297
shares
|
$102,607
0.0% of portfolio
|
Q4 2024
Added 48.5%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
288
shares
|
$99,498
0.0% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
249
shares
|
$86,024
0.0% of portfolio
|
Q3 2024
Added 23.88%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
227
shares
|
$78,423
0.0% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
198
shares
|
$68,405
0.0% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
192
shares
|
$66,332
0.03% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
182
shares
|
$62,877
0.01% of portfolio
|
Q1 2021
Reduced 32.59%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
175
shares
|
$60,459
0.0% of portfolio
|
Q1 2024
Reduced 8.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
174
shares
|
$60,113
0.0% of portfolio
|
Q3 2019
Reduced 95.4%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
167
shares
|
$57,695
0.01% of portfolio
|
Q4 2024
Added 30.47%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
166
shares
|
$57,349
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
163
shares
|
$56,313
0.0% of portfolio
|
Q3 2024
Added 5.16%
|