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 504 institutions that hold shares in the stock, with a total of 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
1,300
shares
|
$417,105
0.01% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Aug 13, 2025 Q2 2025 |
1,287
shares
|
$412,933
0.17% of portfolio
|
Q2 2025
Reduced 38.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,283
shares
|
$411,650
0.0% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,273
shares
|
$408,442
0.0% of portfolio
|
Q2 2025
Added 63.62%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,247
shares
|
$400,099
0.03% of portfolio
|
Q2 2025
Added 13.78%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
1,236
shares
|
$396,570
0.24% of portfolio
|
Q2 2025
Reduced 40.63%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
1,225
shares
|
$393,041
0.01% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
1,210
shares
|
$388,228
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wexford Capital LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
1,197
shares
|
$384,057
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,161
shares
|
$372,506
0.0% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,154
shares
|
$370,260
0.0% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
1,137
shares
|
$364,806
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
1,126
shares
|
$361,277
0.0% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
1,124
shares
|
$360,635
0.0% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,102
shares
|
$353,576
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,096
shares
|
$351,651
0.03% of portfolio
|
Q3 2022
Added 14.76%
|
|
|
Factorial Partners, LLC
|
Aug 11, 2025 Q2 2025 |
1,080
shares
|
$346,518
0.28% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
1,071
shares
|
$343,630
0.12% of portfolio
|
Q2 2025
Reduced 47.81%
|
|
|
Aristeia Capital LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
1,070
shares
|
$343,309
0.03% of portfolio
|
Q2 2025
Reduced 17.25%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
1,055
shares
|
$338,496
0.03% of portfolio
|
Q2 2021
Reduced 32.15%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
1,050
shares
|
$336,892
0.01% of portfolio
|
Q2 2025
Reduced 32.99%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,039
shares
|
$333,363
0.0% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,033
shares
|
$331,438
0.0% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,024
shares
|
$328,550
0.01% of portfolio
|
Q3 2023
Added 2.81%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
972
shares
|
$311,866
0.01% of portfolio
|
Q2 2025
Reduced 11.07%
|