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 504 institutions that hold shares in the stock, with a total of 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
10
shares
|
$3,208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
9
shares
|
$2,887
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
9
shares
|
$2,887
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
9
shares
|
$2,887
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
8
shares
|
$2,566
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
8
shares
|
$2,566
0.0% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
8
shares
|
$2,566
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8
shares
|
$2,566
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
8
shares
|
$2,566
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
7
shares
|
$2,245
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
7
shares
|
$2,245
0.0% of portfolio
|
Q1 2025
Reduced 63.16%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
7
shares
|
$2,245
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6
shares
|
$1,925
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
6
shares
|
$1,925
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6
shares
|
$1,925
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
6
shares
|
$1,925
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
6
shares
|
$1,925
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
5
shares
|
$1,604
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
5
shares
|
$1,604
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
5
shares
|
$1,604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
4
shares
|
$1,283
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
4
shares
|
$1,283
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4
shares
|
$1,283
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3
shares
|
$962
0.0% of portfolio
|
Q4 2022
Reduced 95.08%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
3
shares
|
$962
0.0% of portfolio
|
Q4 2024
New holding
|