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 499 institutions that hold shares in the stock, with a total of 23.7 Million shares, which have been reported (via 13F filing form) to have a value of $6.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
38
shares
|
$11,171
0.0% of portfolio
|
Q3 2023
Added 11.76%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
37
shares
|
$10,877
0.0% of portfolio
|
Q2 2024
Added 32.14%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
36
shares
|
$10,583
0.01% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
31
shares
|
$9,113
0.0% of portfolio
|
Q3 2025
Reduced 38.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
30
shares
|
$8,819
0.01% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
27
shares
|
$7,937
0.0% of portfolio
|
Q3 2025
Reduced 98.43%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
26
shares
|
$7,643
0.0% of portfolio
|
Q3 2025
Added 36.84%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
23
shares
|
$6,761
0.0% of portfolio
|
Q3 2025
Reduced 23.33%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
23
shares
|
$6,761
0.0% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
21
shares
|
$6,173
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
21
shares
|
$6,173
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
20
shares
|
$5,879
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
20
shares
|
$5,879
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
19
shares
|
$5,585
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
18
shares
|
$5,291
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
17
shares
|
$4,997
0.0% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
16
shares
|
$4,703
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
16
shares
|
$4,703
0.0% of portfolio
|
Q3 2025
Added 77.78%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
15
shares
|
$4,409
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
15
shares
|
$4,409
0.0% of portfolio
|
Q3 2025
Reduced 55.88%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
14
shares
|
$4,115
0.0% of portfolio
|
Q3 2025
Added 250.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
14
shares
|
$4,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
11
shares
|
$3,233
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
11
shares
|
$3,233
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
11
shares
|
$3,233
0.0% of portfolio
|
Q4 2024
New holding
|
|