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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10
shares
|
$2,939
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
10
shares
|
$2,939
0.0% of portfolio
|
Q3 2025
Added 42.86%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
10
shares
|
$2,939
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
8
shares
|
$2,351
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8
shares
|
$2,351
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
8
shares
|
$2,351
0.0% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
7
shares
|
$2,057
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
7
shares
|
$2,057
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
7
shares
|
$2,057
0.0% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
7
shares
|
$2,057
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
6
shares
|
$1,763
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
6
shares
|
$1,763
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
6
shares
|
$1,763
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
6
shares
|
$1,763
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6
shares
|
$1,763
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
6
shares
|
$1,763
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
5
shares
|
$1,469
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
5
shares
|
$1,469
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
5
shares
|
$1,469
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
5
shares
|
$1,469
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4
shares
|
$1,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3
shares
|
$881
0.0% of portfolio
|
Q4 2022
Reduced 95.08%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
3
shares
|
$881
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
3
shares
|
$881
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
2
shares
|
$587
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|