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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
50
shares
|
$15,383
0.0% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
50
shares
|
$15,383
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
46
shares
|
$14,152
0.0% of portfolio
|
Q1 2025
Reduced 43.21%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
45
shares
|
$13,844
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
43
shares
|
$13,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
43
shares
|
$13,229
0.0% of portfolio
|
Q1 2025
Reduced 34.85%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
41
shares
|
$12,614
0.0% of portfolio
|
Q1 2025
Reduced 50.6%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
38
shares
|
$11,691
0.0% of portfolio
|
Q3 2023
Added 11.76%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
37
shares
|
$11,383
0.0% of portfolio
|
Q2 2024
Added 32.14%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
35
shares
|
$10,768
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
34
shares
|
$10,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
32
shares
|
$9,845
0.0% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
31
shares
|
$9,537
0.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
31
shares
|
$9,537
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
30
shares
|
$9,229
0.01% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
27
shares
|
$8,306
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
25
shares
|
$7,691
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
24
shares
|
$7,383
0.0% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
23
shares
|
$7,076
0.0% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
23
shares
|
$7,076
0.0% of portfolio
|
Q1 2024
Reduced 17.86%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
21
shares
|
$6,460
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
21
shares
|
$6,460
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
20
shares
|
$6,153
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
19
shares
|
$5,845
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
19
shares
|
$5,845
0.0% of portfolio
|
Q1 2025
Added 26.67%
|