NYSE:LAD

Lithia Motors (LAD) Institutional Ownership

$246.82

+11.65 (+4.95%)

(As of 06/2/2023 ET)

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Today's Range: $238.51
▼
$250.25
50-Day Range: $207.13
▼
$246.82
52-Week Range: $180.00
▼
$314.83

Volume: 298,011 shs
Average Volume: 283,464 shs
Market Capitalization: $6.79 billion

P/E Ratio: 6.05
Dividend Yield: 0.81%
Price Target: $300.56

Current Institutional Ownership Percentage: 98.21%
Number of Institutional Buyers (last 12 months): 258
Total Institutional Inflows (last 12 months): $1.33 B
Number of Institutional Sellers (last 12 months): 202
Total Institutional Outflows (last 12 months): $918.98 M

LAD Institutional Buying and Selling by Quarter

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Lithia Motors Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/26/2023	ProShare Advisors LLC	1,626	$0.37M	0.0%	-6.3%	0.006%
5/25/2023	Brandywine Global Investment Management LLC	143,457	$32.84M	0.3%	-3.8%	0.521%
5/23/2023	Royce & Associates LP	6,000	$1.37M	0.0%	-33.3%	0.022%
5/23/2023	Toroso Investments LLC	2,787	$0.64M	0.0%	N/A	0.010%
5/22/2023	Arete Wealth Advisors LLC	2,084	$0.48M	0.0%	N/A	0.008%
5/22/2023	Ameriprise Financial Inc.	83,442	$19.10M	0.0%	-59.4%	0.303%

5/18/2023	JPMorgan Chase & Co.	266,238	$60.95M	0.0%	+6.9%	0.967%
5/17/2023	Long Focus Capital Management LLC	20,000	$4.58M	0.3%	N/A	0.073%
5/17/2023	Thrivent Financial for Lutherans	103,942	$23.80M	0.1%	+1.5%	0.378%
5/16/2023	Mercer Global Advisors Inc. ADV	1,693	$0.39M	0.0%	+40.5%	0.006%
5/16/2023	Colony Group LLC	10,958	$2.51M	0.0%	+0.8%	0.040%
5/16/2023	Ruane Cunniff & Goldfarb L.P.	2,158	$0.49M	0.0%	+4.7%	0.008%
5/16/2023	State Street Corp	798,303	$182.76M	0.0%	+1.6%	2.900%
5/16/2023	Snowden Capital Advisors LLC	2,955	$0.68M	0.0%	+20.0%	0.011%
5/16/2023	Squarepoint Ops LLC	27,352	$6.26M	0.0%	-45.5%	0.099%
5/16/2023	Steamboat Capital Partners LLC	40,000	$9.16M	3.0%	N/A	0.145%
5/16/2023	Steward Partners Investment Advisory LLC	280	$64K	0.0%	-40.4%	0.001%
5/16/2023	First Trust Advisors LP	107,592	$24.63M	0.0%	+157.4%	0.391%
5/16/2023	Frontier Capital Management Co. LLC	316,758	$72.52M	0.7%	-3.5%	1.151%
5/16/2023	Geode Capital Management LLC	386,264	$88.43M	0.0%	+2.2%	1.403%
5/16/2023	AQR Capital Management LLC	59,988	$13.66M	0.0%	-7.5%	0.218%
5/16/2023	Belpointe Asset Management LLC	879	$0.20M	0.0%	+77.9%	0.003%
5/15/2023	Schonfeld Strategic Advisors LLC	68,553	$15.69M	0.2%	-22.1%	0.249%
5/15/2023	Davidson Kempner Capital Management LP	22,464	$5.14M	0.1%	-80.3%	0.082%
5/15/2023	Public Employees Retirement System of Ohio	13,480	$3.09M	0.0%	-3.0%	0.049%
5/15/2023	SRS Investment Management LLC	275,473	$63.06M	0.9%	+124.3%	1.001%
5/15/2023	Gotham Asset Management LLC	3,416	$0.78M	0.0%	N/A	0.012%
5/15/2023	Parkwood LLC	22,441	$5.14M	0.7%	N/A	0.082%
5/15/2023	Deutsche Bank AG	2,308	$0.53M	0.0%	-69.7%	0.008%
5/15/2023	Ensign Peak Advisors Inc	67,878	$15.54M	0.0%	+11.7%	0.247%
5/15/2023	Price T Rowe Associates Inc. MD	13,004	$2.98M	0.0%	+3.9%	0.047%
5/15/2023	Stephens Inc. AR	4,157	$0.95M	0.0%	N/A	0.015%
5/15/2023	CenterBook Partners LP	5,589	$1.28M	0.2%	-28.9%	0.020%
5/15/2023	Macquarie Group Ltd.	35,564	$8.14M	0.0%	-2.8%	0.129%
5/15/2023	Granahan Investment Management LLC	82,249	$18.83M	0.6%	-8.6%	0.299%
5/15/2023	Cercano Management LLC	38,728	$8.87M	0.4%	N/A	0.141%
5/15/2023	Logan Capital Management Inc.	52,776	$12.08M	0.6%	+15.1%	0.192%
5/15/2023	Ossiam	481	$0.11M	0.0%	+35.9%	0.002%
5/15/2023	XTX Topco Ltd	2,988	$0.68M	0.1%	N/A	0.011%
5/12/2023	Systematic Financial Management LP	786	$0.18M	0.0%	N/A	0.003%

5/12/2023	Renaissance Group LLC	5,632	$1.29M	0.1%	+7.4%	0.020%
5/12/2023	State of Tennessee Treasury Department	12,746	$2.92M	0.0%	-6.1%	0.046%
5/12/2023	Stifel Financial Corp	7,924	$1.81M	0.0%	+13.2%	0.029%
5/12/2023	Great West Life Assurance Co. Can	21,322	$4.88M	0.0%	-1.3%	0.077%
5/12/2023	BlackRock Inc.	2,410,736	$551.89M	0.0%	-1.0%	8.757%
5/12/2023	Long Focus Capital Management LLC	12,606	$2.89M	0.3%	N/A	0.046%
5/12/2023	MML Investors Services LLC	1,559	$0.36M	0.0%	-14.6%	0.006%
5/12/2023	BNP Paribas Arbitrage SNC	16,895	$3.87M	0.0%	-23.9%	0.061%
5/12/2023	Bank of America Corp DE	98,144	$22.47M	0.0%	+38.1%	0.357%
5/12/2023	Baupost Group LLC MA	65,043	$14.89M	0.3%	-74.0%	0.236%
5/12/2023	Epoch Investment Partners Inc.	4,238	$0.97M	0.0%	-18.7%	0.015%
5/12/2023	Prudential Financial Inc.	7,336	$1.68M	0.0%	-83.8%	0.027%
5/12/2023	Franklin Resources Inc.	153,922	$35.24M	0.0%	+195.6%	0.559%
5/12/2023	Mirabella Financial Services LLP	1,412	$0.32M	0.0%	N/A	0.005%
5/12/2023	Inceptionr LLC	2,428	$0.56M	0.2%	N/A	0.009%
5/12/2023	HRT Financial LP	2,616	$0.60M	0.0%	-39.6%	0.010%
5/12/2023	Brandywine Global Investment Management LLC	143,457	$32.84M	0.3%	-3.8%	0.521%
5/12/2023	Clearbridge Investments LLC	104,874	$24.01M	0.0%	-2.2%	0.381%
5/12/2023	Grantham Mayo Van Otterloo & Co. LLC	6,672	$1.53M	0.0%	-60.7%	0.024%
5/12/2023	WINTON GROUP Ltd	2,854	$0.65M	0.0%	-24.2%	0.010%
5/12/2023	Sei Investments Co.	89,626	$20.52M	0.0%	-7.7%	0.326%
5/12/2023	Ethic Inc.	1,410	$0.32M	0.0%	N/A	0.005%
5/12/2023	Dimensional Fund Advisors LP	790,999	$181.08M	0.1%	+2.2%	2.873%
5/12/2023	Wellington Management Group LLP	39,908	$9.14M	0.0%	N/A	0.145%
5/12/2023	First Republic Investment Management Inc.	15,797	$3.62M	0.0%	+2.5%	0.057%
5/12/2023	ProShare Advisors LLC	1,626	$0.37M	0.0%	-6.3%	0.006%
5/12/2023	Profund Advisors LLC	982	$0.23M	0.0%	-22.4%	0.004%
5/12/2023	Charles Schwab Investment Management Inc.	256,132	$58.64M	0.0%	+1.7%	0.930%
5/11/2023	Nomura Asset Management Co. Ltd.	286	$65K	0.0%	+52.9%	0.001%
5/11/2023	M&T Bank Corp	4,095	$0.94M	0.0%	+4.7%	0.015%
5/11/2023	Cambridge Investment Research Advisors Inc.	3,025	$0.69M	0.0%	-6.2%	0.011%
5/11/2023	Barrow Hanley Mewhinney & Strauss LLC	1,406,189	$321.92M	1.2%	+1.8%	5.108%
5/11/2023	FMR LLC	545,035	$124.78M	0.0%	+34.1%	1.980%
5/11/2023	Fortis Capital Management LLC	3,357	$0.77M	0.3%	+27.1%	0.012%
5/11/2023	Cerity Partners LLC	911	$0.21M	0.0%	N/A	0.003%
5/11/2023	American Century Companies Inc.	41,598	$9.52M	0.0%	+8.8%	0.151%
5/11/2023	Envestnet Asset Management Inc.	139,077	$8.20M	0.0%	+315.6%	0.505%
5/11/2023	Rhumbline Advisers	86,583	$19.82M	0.0%	-1.9%	0.315%
5/11/2023	Mount Yale Investment Advisors LLC	1,133	$0.26M	0.0%	N/A	0.004%
5/11/2023	Commonwealth Equity Services LLC	1,879	$0.43M	0.0%	-13.9%	0.007%
5/11/2023	Citigroup Inc.	7,903	$1.81M	0.0%	+9.2%	0.029%
5/11/2023	Highland Capital Management LLC	18,545	$4.25M	0.3%	-0.8%	0.067%
5/11/2023	Guggenheim Capital LLC	7,064	$1.62M	0.0%	+71.8%	0.026%
5/10/2023	Ameritas Investment Partners Inc.	6,960	$1.59M	0.1%	-1.7%	0.025%
5/10/2023	Oppenheimer Asset Management Inc.	9,184	$2.10M	0.0%	+14.9%	0.033%
5/10/2023	Moran Wealth Management LLC	23,077	$5.28M	0.2%	+20.2%	0.084%
5/10/2023	Vanguard Personalized Indexing Management LLC	3,504	$0.80M	0.0%	+44.3%	0.013%
5/10/2023	Credit Suisse AG	34,498	$7.90M	0.0%	-0.4%	0.125%
5/10/2023	LPL Financial LLC	10,276	$2.35M	0.0%	+8.9%	0.037%
5/10/2023	Great Lakes Advisors LLC	31,657	$7.25M	0.1%	N/A	0.115%

5/10/2023	Swiss National Bank	59,000	$13.51M	0.0%	-11.1%	0.214%
5/10/2023	Connor Clark & Lunn Investment Management Ltd.	6,253	$1.43M	0.0%	N/A	0.023%
5/10/2023	Mitsubishi UFJ Trust & Banking Corp	1,041	$0.24M	0.0%	-13.8%	0.004%
5/9/2023	Principal Financial Group Inc.	108,177	$24.77M	0.0%	+0.9%	0.393%
5/9/2023	Smith Graham & Co. Investment Advisors LP	43,754	$10.02M	1.2%	-0.3%	0.159%
5/9/2023	S&T Bank PA	34,823	$7.97M	1.4%	-0.3%	0.126%
5/9/2023	Tower Research Capital LLC TRC	4,438	$1.02M	0.0%	+144.5%	0.016%
5/9/2023	Boston Partners	54,963	$12.58M	0.0%	+9.6%	0.200%
5/9/2023	GW&K Investment Management LLC	413,277	$94.61M	0.9%	+1.1%	1.501%
5/9/2023	Bank of New York Mellon Corp	293,427	$67.17M	0.0%	+0.2%	1.066%

(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, 498 institutional investors and hedge funds held shares of Lithia Motors. The most heavily invested institutionals were Vanguard Group Inc. ($589.48M), BlackRock Inc. ($551.89M), Barrow Hanley Mewhinney & Strauss LLC ($321.92M), MFN Partners Management LP ($317.57M), Southpoint Capital Advisors LP ($252.41M), Brave Warrior Advisors LLC ($243.77M), and Lyrical Asset Management LP ($218.24M).Learn more on LAD's institutional investors.
What percentage of Lithia Motors stock is owned by institutional investors?: 98.21% of Lithia Motors stock is owned by institutional investors. Learn more on LAD's institutional investor holdings.
Which institutional investors have been buying Lithia Motors stock?: Of the 436 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: Barrow Hanley Mewhinney & Strauss LLC ($1.45M), MFN Partners Management LP ($0.68M), Royal London Asset Management Ltd. ($0.66M), Conifer Management L.L.C. ($0.50M), Millennium Management LLC ($0.45M), Vanguard Group Inc. ($0.36M), and Norges Bank ($0.32M).

How much institutional buying is happening at Lithia Motors?: Institutional investors have bought a total of 13,135,234 shares in the last 24 months. This purchase volume represents approximately $3.62B in transactions.
Which Lithia Motors major shareholders have been selling company stock?: Of the 299 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: BlackRock Inc. ($0.85M), Invesco Ltd. ($0.75M), Park West Asset Management LLC ($0.67M), Viking Global Investors LP ($0.48M), Neuberger Berman Group LLC ($0.47M), Pacer Advisors Inc. ($0.40M), and American Century Companies Inc. ($0.34M).
How much institutional selling is happening at Lithia Motors?: Institutional investors have sold a total of 9,645,967 shares in the last 24 months. This volume of shares sold represents approximately $2.72B in transactions.

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This page (NYSE:LAD) was last updated on 6/4/2023 by MarketBeat.com Staff

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Lithia Motors (LAD) Institutional Ownership

LAD Institutional Buying and Selling by Quarter

Lithia Motors Major Shareholders & Ownership History

LAD Institutional Ownership - Frequently Asked Questions

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Lithia Motors (LAD) Institutional Ownership

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

LAD Institutional Buying and Selling by Quarter

Lithia Motors Major Shareholders & Ownership History

LAD Institutional Ownership - Frequently Asked Questions