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 |
|---|---|---|---|---|---|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
18
shares
|
$5,537
0.0% of portfolio
|
Q1 2025
Reduced 21.74%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
17
shares
|
$5,230
0.0% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
16
shares
|
$4,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
15
shares
|
$4,614
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
14
shares
|
$4,307
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
14
shares
|
$4,307
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
14
shares
|
$4,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
11
shares
|
$3,384
0.0% of portfolio
|
Q2 2025
Reduced 47.62%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
11
shares
|
$3,384
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
11
shares
|
$3,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
10
shares
|
$3,076
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
10
shares
|
$3,076
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
9
shares
|
$2,768
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
8
shares
|
$2,461
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8
shares
|
$2,461
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
8
shares
|
$2,461
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
8
shares
|
$2,461
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
8
shares
|
$2,461
0.0% of portfolio
|
Q2 2023
Reduced 20.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
7
shares
|
$2,153
0.0% of portfolio
|
Q1 2025
Reduced 63.16%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
7
shares
|
$2,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
7
shares
|
$2,153
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
7
shares
|
$2,153
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
7
shares
|
$2,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
6
shares
|
$1,845
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6
shares
|
$1,845
0.0% of portfolio
|
Q3 2023
New holding
|