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Lithia Motors (LAD) Institutional Ownership

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$292.44 -4.48 (-1.51%)
Closing price 08/7/2025 03:59 PM Eastern
Extended Trading
$296.32 +3.88 (+1.33%)
As of 08/7/2025 04:52 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Lithia Motors (NYSE:LAD)

Number of
Institutional Buyers
(last 12 months)
283
Total
Institutional Inflows
(last 12 months)
$2.33B
Number of
Institutional Sellers
(last 12 months)
205
Total
Institutional Outflows
(last 12 months)
$1.28B
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LAD Institutional Buying and Selling by Quarter

Lithia Motors Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2025Boston Partners45,617$15.41M0.0%-6.4%0.175%
8/7/2025Vise Technologies Inc.3,126$1.06M0.0%N/A0.012%
8/7/2025Campbell & CO Investment Adviser LLC868$293K0.0%-89.9%0.003%
8/6/2025 Prospera Financial Services Inc5,999$2.03M0.0%+120.6%0.023%
8/6/2025Summit Investment Advisors Inc.5,241$1.54M1.3%-1.8%0.020%
8/6/2025 First Eagle Investment Management LLC1,879$635K0.0%+52.5%0.007%
8/6/2025 Innealta Capital LLC703$237K0.1%N/A0.003%
8/6/2025 S&T Bank PA15,534$5.25M1.6%-4.1%0.060%
8/6/2025 Savant Capital LLC1,367$462K0.0%+98.1%0.005%
8/6/2025 OneAscent Wealth Management LLC716$242K0.1%N/A0.003%
8/5/2025 Hussman Strategic Advisors Inc.2,100$709K0.2%N/A0.008%
8/5/2025 Bank of New York Mellon Corp215,848$72.92M0.0%-7.4%0.829%
8/5/2025 Bank of Montreal Can2,970$1.00M0.0%-9.3%0.011%
8/5/2025 Burney Co.972$328K0.0%-11.1%0.004%
8/5/2025 South Dakota Investment Council3,095$1.05M0.0%-26.2%0.012%
8/5/2025 State of Michigan Retirement System6,287$2.12M0.0%-1.6%0.024%
8/5/2025 Versor Investments LP1,399$473K0.1%-54.6%0.005%
8/4/2025 Strs Ohio5,505$1.86M0.0%-12.7%0.021%
8/4/2025 Amalgamated Bank11,958$4.04M0.0%-1.9%0.046%
8/4/2025 Atria Investments Inc2,623$886K0.0%+16.2%0.010%
8/4/2025 Retirement Systems of Alabama66,833$22.58M0.1%-4.1%0.257%
8/4/2025 Assetmark Inc.1,753$592K0.0%+2.5%0.007%
8/4/2025 Hantz Financial Services Inc.89$30K0.0%+1,383.3%0.000%
8/4/2025 Whalen Wealth Management Inc.1,373$464K0.3%+15.9%0.005%
8/1/2025 New York Life Investment Management LLC2,709$915K0.0%-3.5%0.010%
8/1/2025 Logan Capital Management Inc.45,244$15.28M0.7%-3.5%0.174%
8/1/2025 Teacher Retirement System of Texas10,772$3.64M0.0%+80.8%0.041%
8/1/2025 Y Intercept Hong Kong Ltd8,057$2.72M0.1%N/A0.031%
8/1/2025 Convergence Investment Partners LLC3,399$1.15M0.3%-2.2%0.013%
8/1/2025 Bessemer Group Inc.88$29K0.0%+114.6%0.000%
8/1/2025 Envestnet Asset Management Inc.27,656$9.34M0.0%+2.9%0.106%
7/31/2025 Nisa Investment Advisors LLC276$93K0.0%+16.9%0.001%
7/31/2025 Oppenheimer Asset Management Inc.2,412$815K0.0%-5.3%0.009%
7/31/2025 State of New Jersey Common Pension Fund D8,275$2.80M0.0%-6.6%0.032%
7/31/2025 AlphaQuest LLC4,227$1.43M0.1%+24.3%0.016%
7/31/2025 Caitong International Asset Management Co. Ltd89$30K0.0%-81.7%0.000%
7/31/2025 R Squared Ltd1,410$476K0.3%+12.8%0.005%
7/31/2025 180 Wealth Advisors LLC6,143$2.08M0.3%+9.1%0.024%
7/30/2025 First Citizens Bank & Trust Co.2,970$1.00M0.0%+279.3%0.011%
7/30/2025 Forum Financial Management LP881$298K0.0%+27.9%0.003%
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7/30/2025 Ethic Inc.848$285K0.0%-16.2%0.003%
7/30/2025 Securian Asset Management Inc.1,979$669K0.0%-4.8%0.008%
7/29/2025 Stephens Inc. AR1,050$355K0.0%-33.0%0.004%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al4,800$1.62M0.0%N/A0.018%
7/29/2025 Mutual of America Capital Management LLC12,946$4.37M0.0%-5.6%0.050%
7/29/2025 Values First Advisors Inc.1,236$418K0.2%-40.6%0.005%
7/29/2025 Praxis Investment Management Inc.650$220K0.0%N/A0.002%
7/28/2025 Bridges Investment Management Inc.255,599$86.35M1.2%+5.9%0.982%
7/28/2025 New York State Teachers Retirement System34,582$11.68M0.0%+8.0%0.133%
7/28/2025 Bayforest Capital Ltd1,721$581K0.3%+37.4%0.007%
7/25/2025 Envestnet Portfolio Solutions Inc.3,390$1.15M0.0%+232.0%0.013%
7/25/2025 Yousif Capital Management LLC9,662$3.26M0.0%-3.8%0.037%
7/25/2025 CWM LLC381$129K0.0%+79.7%0.001%
7/25/2025 Vanguard Personalized Indexing Management LLC3,990$1.35M0.0%+9.6%0.015%
7/25/2025 Fifth Third Wealth Advisors LLC968$327K0.0%-12.1%0.004%
7/24/2025 Inspire Investing LLC1,434$485K0.1%+4.6%0.006%
7/24/2025 JB Capital LLC9,751$3.29M0.2%-0.7%0.037%
7/24/2025 Blair William & Co. IL661$223K0.0%N/A0.003%
7/23/2025 Tectonic Advisors LLC1,247$421K0.0%+13.8%0.005%
7/23/2025 Louisiana State Employees Retirement System7,300$2.47M0.0%-2.7%0.028%
7/23/2025 Venturi Wealth Management LLC734$248K0.0%-35.6%0.003%
7/23/2025 Mraz Amerine & Associates Inc.751$254K0.0%N/A0.003%
7/22/2025 Sendero Wealth Management LLC15,140$5.12M0.6%-2.1%0.058%
7/21/2025 111 Capital721$244K0.0%N/A0.003%
7/21/2025 QRG Capital Management Inc.2,116$715K0.0%+3.6%0.008%
7/21/2025 Patriot Financial Group Insurance Agency LLC610$206K0.0%N/A0.002%
7/18/2025 Truist Financial Corp20,637$6.97M0.0%-5.8%0.079%
7/17/2025 Chicago Capital LLC197,722$66.79M1.6%-8.0%0.760%
7/17/2025 Campbell Newman Asset Management Inc.5,826$1.97M0.2%+7.1%0.022%
7/17/2025 Janney Montgomery Scott LLC95,690$32.33M0.1%+3.7%0.368%
7/17/2025 Camelot Portfolios LLC2,667$901K0.5%-3.4%0.010%
7/17/2025 Sage Rhino Capital LLC609$206K0.0%N/A0.002%
7/16/2025 Signaturefd LLC201$68K0.0%-27.4%0.001%
7/16/2025 State of Alaska Department of Revenue2,930$989K0.0%-6.1%0.011%
7/16/2025 Novem Group643$217K0.0%N/A0.002%
7/15/2025 Public Employees Retirement System of Ohio7,943$2.68M0.0%-1.6%0.031%
7/14/2025 GAMMA Investing LLC445$150K0.0%+76.6%0.002%
7/11/2025 UMB Bank n.a.262$89K0.0%+29.1%0.001%
7/11/2025 Assenagon Asset Management S.A.99,543$33.63M0.0%-20.5%0.382%
7/10/2025 Exchange Traded Concepts LLC3,086$1.04M0.0%-1.8%0.012%
7/9/2025 Harbor Capital Advisors Inc.16,823$5.68M0.2%+39.6%0.065%
7/8/2025 Red Spruce Capital LLC7,880$2.66M1.2%+0.6%0.030%
7/8/2025 Parallel Advisors LLC134$45K0.0%+106.2%0.001%
6/18/2025Voya Investment Management LLC16,392$4.81M0.0%+124.3%0.063%
6/6/2025eCIO Inc.187$55K0.0%N/A0.001%
6/5/2025Osterweis Capital Management Inc.43,124$12.66M0.0%N/A0.166%
6/3/2025 Inspire Investing LLC1,371$402K0.0%-68.6%0.005%
5/28/2025 Strs Ohio6,308$1.85M0.0%N/A0.024%
5/19/2025 Bayforest Capital Ltd1,253$368K0.2%+14.7%0.005%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC93,170$27.35M0.0%+16.8%0.358%
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5/16/2025Woodline Partners LP44,713$13.13M0.1%N/A0.172%
5/16/2025Empowered Funds LLC26,172$7.68M0.1%+3,682.1%0.101%
5/16/2025 Logan Capital Management Inc.46,897$13.77M0.6%-0.4%0.180%
5/16/2025Dean Capital Management4,339$1.27M0.6%+1.9%0.017%
5/16/2025Coppell Advisory Solutions LLC2,027,362$595.11M47.0%+10,136,710.0%7.788%
5/16/2025United Services Automobile Association1,664$482K0.0%N/A0.006%
5/16/2025Arete Wealth Advisors LLC1,416$416K0.0%-83.3%0.005%
5/16/2025Aristeia Capital L.L.C.1,293$380K0.0%N/A0.005%
5/16/2025Caxton Associates LLP4,551$1.34M0.0%N/A0.017%
5/16/2025 Ashton Thomas Private Wealth LLC3,321$975K0.0%-3.0%0.013%
(Data available from 1/1/2016 forward)

LAD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LAD shares?

During the previous two years, 455 institutional investors and hedge funds held shares of Lithia Motors. The most heavily invested institutionals were Vanguard Group Inc. ($784.41M), BlackRock Inc. ($718.69M), Abrams Capital Management L.P. ($717.61M), Coppell Advisory Solutions LLC ($595.11M), Barrow Hanley Mewhinney & Strauss LLC ($574.80M), Dimensional Fund Advisors LP ($372.05M), and State Street Corp ($262.98M).Learn more on Lithia Motors' institutional investors.

Which institutional investors have been buying Lithia Motors' stock?

Of the 375 institutional investors that purchased Lithia Motors' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Coppell Advisory Solutions LLC ($2.03M), Norges Bank ($803.87K), Canada Pension Plan Investment Board ($394.14K), Dimensional Fund Advisors LP ($351.57K), Cadian Capital Management LP ($320K), Egerton Capital UK LLP ($316.85K), and Steadfast Capital Management LP ($266.72K).

How much institutional buying is happening at Lithia Motors?

Institutional investors have bought a total of 7,476,178 shares in the last 24 months. This purchase volume represents approximately $2.33B in transactions.

Which of Lithia Motors' major shareholders have been selling company stock?

Of the 205 institutional investors that sold Lithia Motors' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: MFN Partners Management LP ($661.08K), Brave Warrior Advisors LLC ($472.66K), Millennium Management LLC ($269.48K), Royal London Asset Management Ltd. ($255.95K), Point72 Asset Management L.P. ($248.85K), Conifer Management L.L.C. ($200K), and Balyasny Asset Management L.P. ($157.09K).

How much institutional selling is happening at Lithia Motors?

Institutional investors have sold a total of 4,015,900 shares in the last 24 months. This volume of shares sold represents approximately $1.28B in transactions.



This page (NYSE:LAD) was last updated on 8/8/2025 by MarketBeat.com Staff
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