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 479 institutions that hold shares in the stock, with a total of 25.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
43
shares
|
$16,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
40
shares
|
$15,184
0.0% of portfolio
|
Q2 2023
Added 11.11%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
38
shares
|
$14,425
0.0% of portfolio
|
Q3 2023
Added 11.76%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
37
shares
|
$14,045
0.0% of portfolio
|
Q2 2024
Added 32.14%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
35
shares
|
$13,286
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
35
shares
|
$13,286
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
34
shares
|
$12,907
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
31
shares
|
$11,768
0.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
31
shares
|
$11,768
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
30
shares
|
$11,388
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
30
shares
|
$11,388
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
30
shares
|
$11,388
0.01% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
28
shares
|
$10,629
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
28
shares
|
$10,629
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
27
shares
|
$10,249
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
25
shares
|
$9,490
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
24
shares
|
$9,110
0.0% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
23
shares
|
$8,731
0.0% of portfolio
|
Q1 2024
Reduced 17.86%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
23
shares
|
$8,731
0.0% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
22
shares
|
$8,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
22
shares
|
$8,351
0.0% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
21
shares
|
$7,972
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
21
shares
|
$7,972
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
20
shares
|
$7,592
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
20
shares
|
$7,592
0.0% of portfolio
|
Q4 2024
New holding
|