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 451 institutions that hold shares in the stock, with a total of 24.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
123
shares
|
$48,091
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
109
shares
|
$42,617
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
107
shares
|
$41,835
0.0% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
102
shares
|
$39,880
0.0% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
100
shares
|
$39,099
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
92
shares
|
$35,971
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
80
shares
|
$31,279
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
77
shares
|
$30,106
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
77
shares
|
$30,106
0.0% of portfolio
|
Q3 2022
Reduced 8.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
75
shares
|
$29,324
0.0% of portfolio
|
Q3 2024
Added 92.31%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
73
shares
|
$28,542
0.0% of portfolio
|
Q3 2024
Added 356.25%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
67
shares
|
$26,196
0.01% of portfolio
|
Q3 2024
Added 71.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
66
shares
|
$25,805
0.0% of portfolio
|
Q3 2024
Reduced 92.24%
|
|
|
Rk Capital Management, LLC
Denver, CO |
Nov 13, 2024 Q3 2024 |
64
shares
|
$25,023
6.28% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
63
shares
|
$24,632
0.0% of portfolio
|
Q3 2024
Added 14.55%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
63
shares
|
$24,632
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
60
shares
|
$23,459
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
54
shares
|
$21,113
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
54
shares
|
$21,113
0.0% of portfolio
|
Q1 2024
Added 260.0%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
50
shares
|
$19,549
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
46
shares
|
$17,985
0.0% of portfolio
|
Q3 2024
Added 70.37%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
45
shares
|
$17,594
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
40
shares
|
$15,639
0.0% of portfolio
|
Q2 2023
Added 11.11%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
38
shares
|
$14,857
0.0% of portfolio
|
Q3 2023
Added 11.76%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
37
shares
|
$14,466
0.0% of portfolio
|
Q2 2024
Added 32.14%
|