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 480 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 $9.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
20
shares
|
$7,592
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
19
shares
|
$7,212
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
19
shares
|
$7,212
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
18
shares
|
$6,833
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
15
shares
|
$5,694
0.0% of portfolio
|
Q4 2023
Added 36.36%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
15
shares
|
$5,694
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
14
shares
|
$5,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
14
shares
|
$5,314
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
12
shares
|
$4,555
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
11
shares
|
$4,175
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
11
shares
|
$4,175
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10
shares
|
$3,796
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
10
shares
|
$3,796
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
10
shares
|
$3,796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
9
shares
|
$3,416
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
8
shares
|
$3,036
0.0% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8
shares
|
$3,036
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
7
shares
|
$2,657
0.0% of portfolio
|
Q2 2023
Added 133.33%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
7
shares
|
$2,657
0.0% of portfolio
|
Q2 2024
Added 75.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
7
shares
|
$2,657
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
6
shares
|
$2,277
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
6
shares
|
$2,277
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6
shares
|
$2,277
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
5
shares
|
$1,898
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
4
shares
|
$1,518
0.0% of portfolio
|
Q4 2024
New holding
|