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 464 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 $9.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
54
shares
|
$20,309
0.0% of portfolio
|
Q1 2024
Added 260.0%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
50
shares
|
$18,805
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
46
shares
|
$17,300
0.0% of portfolio
|
Q3 2024
Added 70.37%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
45
shares
|
$16,924
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
40
shares
|
$15,044
0.0% of portfolio
|
Q2 2023
Added 11.11%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
38
shares
|
$14,291
0.0% of portfolio
|
Q3 2023
Added 11.76%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
37
shares
|
$13,915
0.0% of portfolio
|
Q2 2024
Added 32.14%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
35
shares
|
$13,163
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
35
shares
|
$13,163
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
34
shares
|
$12,787
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
31
shares
|
$11,659
0.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
31
shares
|
$11,659
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
30
shares
|
$11,283
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
30
shares
|
$11,283
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
30
shares
|
$11,283
0.01% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
27
shares
|
$10,154
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
26
shares
|
$9,778
0.0% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
25
shares
|
$9,402
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
23
shares
|
$8,650
0.0% of portfolio
|
Q1 2024
Reduced 17.86%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
23
shares
|
$8,650
0.0% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
21
shares
|
$7,898
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
21
shares
|
$7,898
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
20
shares
|
$7,522
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
19
shares
|
$7,145
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
19
shares
|
$7,145
0.0% of portfolio
|
Q4 2024
New holding
|