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 |
|---|---|---|---|---|---|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
18
shares
|
$6,769
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
17
shares
|
$6,393
0.0% of portfolio
|
Q3 2024
Added 70.0%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
15
shares
|
$5,641
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
15
shares
|
$5,641
0.0% of portfolio
|
Q4 2023
Added 36.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
14
shares
|
$5,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
14
shares
|
$5,265
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
12
shares
|
$4,513
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
12
shares
|
$4,513
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
11
shares
|
$4,137
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
11
shares
|
$4,137
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
10
shares
|
$3,761
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
10
shares
|
$3,761
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
10
shares
|
$3,761
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10
shares
|
$3,761
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
9
shares
|
$3,384
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8
shares
|
$3,008
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
8
shares
|
$3,008
0.0% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
7
shares
|
$2,632
0.0% of portfolio
|
Q2 2023
Added 133.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
7
shares
|
$2,632
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
7
shares
|
$2,632
0.0% of portfolio
|
Q2 2024
Added 75.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
7
shares
|
$2,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
6
shares
|
$2,256
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6
shares
|
$2,256
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
6
shares
|
$2,256
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
6
shares
|
$2,256
0.0% of portfolio
|
Q3 2024
New holding
|