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 528 institutions that hold shares in the stock, with a total of 27.9 Million shares, which have been reported (via 13F filing form) to have a value of $8.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
149
shares
|
$45,841
0.02% of portfolio
|
Q1 2025
Reduced 22.4%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
147
shares
|
$45,226
0.0% of portfolio
|
Q4 2024
Reduced 50.51%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
137
shares
|
$42,149
0.03% of portfolio
|
Q2 2021
Reduced 3.52%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
135
shares
|
$41,534
0.0% of portfolio
|
Q1 2025
Reduced 99.99%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
134
shares
|
$41,226
0.0% of portfolio
|
Q2 2025
Added 106.15%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
125
shares
|
$38,457
0.0% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
124
shares
|
$38,149
0.0% of portfolio
|
Q1 2025
Added 26.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
123
shares
|
$37,842
0.0% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
101
shares
|
$31,073
0.0% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
100
shares
|
$30,766
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
89
shares
|
$27,381
0.0% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
86
shares
|
$26,458
0.0% of portfolio
|
Q4 2024
Reduced 15.69%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
85
shares
|
$26,151
0.01% of portfolio
|
Q4 2024
Added 26.87%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
77
shares
|
$23,689
0.0% of portfolio
|
Q3 2022
Reduced 8.33%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
75
shares
|
$23,074
0.0% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
66
shares
|
$20,305
0.0% of portfolio
|
Q3 2024
Reduced 92.24%
|
|
|
Rk Capital Management, LLC
Denver, CO |
Nov 13, 2024 Q3 2024 |
64
shares
|
$19,690
6.28% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
62
shares
|
$19,074
0.0% of portfolio
|
Q2 2025
Reduced 57.53%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
61
shares
|
$18,767
0.0% of portfolio
|
Q2 2025
Reduced 27.38%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
60
shares
|
$18,459
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
60
shares
|
$18,459
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
55
shares
|
$16,921
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
54
shares
|
$16,613
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
54
shares
|
$16,613
0.0% of portfolio
|
Q1 2024
Added 260.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
51
shares
|
$15,690
0.0% of portfolio
|
Q1 2025
Added 183.33%
|