Lithia Motors (LAD) Institutional Ownership

$261.00

+3.20 (+1.24%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 195
Total Institutional Inflows (last 12 months): $864.99M

Number of Institutional Sellers (last 12 months): 143
Total Institutional Outflows (last 12 months): $422.48M

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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
7/26/2024	Iridian Asset Management LLC CT	73,040	$18.44M	4.2%	+6.1%	0.266%
7/26/2024	McClarren Financial Advisors Inc.	252	$64K	0.0%	+12,500.0%	0.001%
7/26/2024	State of Michigan Retirement System	6,587	$1.66M	0.0%	-2.9%	0.024%
7/26/2024	Bank of New York Mellon Corp	260,470	$65.76M	0.0%	+2.1%	0.950%
7/24/2024	Retirement Systems of Alabama	51,726	$13.06M	0.1%	-1.4%	0.189%
7/24/2024	New York State Teachers Retirement System	37,230	$9.40M	0.0%	-2.1%	0.136%
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7/24/2024	Louisiana State Employees Retirement System	7,800	$1.97M	0.0%	-1.3%	0.028%
7/23/2024	Fifth Third Wealth Advisors LLC	958	$242K	0.0%	N/A	0.003%
7/22/2024	Investment House LLC	4,928	$1.24M	0.1%	+134.7%	0.018%
7/20/2024	Nisa Investment Advisors LLC	1,136	$287K	0.0%	-52.4%	0.004%
7/19/2024	Raymond James & Associates	30,898	$7.80M	0.0%	+66.6%	0.113%
7/19/2024	Values First Advisors Inc.	2,523	$637K	0.4%	-2.2%	0.009%
7/18/2024	Timber Creek Capital Management LLC	7,546	$1.91M	0.6%	+15.9%	0.028%
7/18/2024	Blue Trust Inc.	134	$34K	0.0%	+83.6%	0.000%
7/18/2024	Assenagon Asset Management S.A.	1,095	$276K	0.0%	-48.6%	0.004%
7/16/2024	Envestnet Portfolio Solutions Inc.	1,587	$401K	0.0%	+15.5%	0.006%
7/16/2024	Diversified Trust Co	1,343	$339K	0.0%	N/A	0.005%
7/15/2024	Securian Asset Management Inc.	2,186	$552K	0.0%	-6.3%	0.008%
7/12/2024	Sendero Wealth Management LLC	10,801	$2.73M	0.5%	-9.6%	0.039%
7/12/2024	QRG Capital Management Inc.	1,767	$446K	0.0%	-8.1%	0.006%
7/10/2024	CWM LLC	155	$39K	0.0%	-24.0%	0.001%
7/9/2024	Harbor Capital Advisors Inc.	2,405	$607K	0.0%	N/A	0.009%
7/9/2024	Fulton Bank N.A.	4,296	$1.09M	0.0%	-4.4%	0.016%
7/2/2024	Red Spruce Capital LLC	8,625	$2.18M	1.0%	-0.5%	0.031%
6/11/2024	EverSource Wealth Advisors LLC	554	$167K	0.0%	+13.3%	0.002%
6/6/2024	Westwood Holdings Group Inc.	57,279	$17.23M	0.1%	+26.6%	0.209%
5/28/2024	Boston Partners	93,056	$27.47M	0.0%	+12.2%	0.339%
5/22/2024	Burney Co.	1,922	$578K	0.0%	-9.7%	0.007%
5/21/2024	Atria Investments Inc	5,043	$1.52M	0.0%	-15.1%	0.018%
5/17/2024	Comerica Bank	29,473	$8.87M	0.0%	+89.0%	0.108%
5/17/2024	Tidal Investments LLC	1,862	$560K	0.0%	-5.0%	0.007%
5/16/2024	California State Teachers Retirement System	27,843	$8.38M	0.0%	-5.3%	0.102%
5/16/2024	Janus Henderson Group PLC	15,083	$4.54M	0.0%	+0.6%	0.055%
5/16/2024	Kennedy Capital Management LLC	103,645	$31.18M	0.6%	-18.3%	0.378%
5/15/2024	SVB Wealth LLC	684	$206K	0.0%	N/A	0.002%
5/15/2024	Public Employees Retirement System of Ohio	10,357	$3.12M	0.0%	-8.6%	0.038%
5/15/2024	Public Employees Retirement Association of Colorado	3,031	$912K	0.0%	-8.1%	0.011%
5/15/2024	Price T Rowe Associates Inc. MD	15,223	$4.58M	0.0%	+5.9%	0.056%
5/15/2024	Epoch Investment Partners Inc.	4,851	$1.46M	0.0%	+95.9%	0.018%
5/15/2024	Quadrature Capital Ltd	3,015	$907K	0.0%	-68.2%	0.011%
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5/14/2024	Canada Pension Plan Investment Board	727,849	$218.98M	0.2%	+7.2%	2.655%
5/14/2024	Westwood Holdings Group Inc.	57,279	$17.23M	0.1%	+26.6%	0.209%
5/14/2024	CreativeOne Wealth LLC	1,044	$314K	0.0%	+8.1%	0.004%
5/14/2024	Shell Asset Management Co.	1,908	$574K	0.0%	+114.4%	0.007%
5/14/2024	CANADA LIFE ASSURANCE Co	20,220	$6.08M	0.0%	+0.6%	0.074%
5/14/2024	American International Group Inc.	36,425	$10.96M	0.0%	-2.0%	0.133%
5/13/2024	Clearbridge Investments LLC	117,325	$35.30M	0.0%	-0.2%	0.428%
5/10/2024	Vanguard Group Inc.	2,809,275	$845.20M	0.0%	-0.5%	10.249%
5/9/2024	Blair William & Co. IL	836	$251K	0.0%	-5.7%	0.003%
5/9/2024	Orion Portfolio Solutions LLC	9,882	$2.97M	0.0%	-27.6%	0.036%
5/9/2024	First Eagle Investment Management LLC	30,890	$9.29M	0.0%	+53.5%	0.113%
5/9/2024	State Board of Administration of Florida Retirement System	19,315	$5.81M	0.0%	-29.5%	0.070%
5/9/2024	Camelot Portfolios LLC	2,476	$745K	0.7%	-14.4%	0.009%
5/8/2024	ProShare Advisors LLC	1,343	$404K	0.0%	-7.2%	0.005%
5/8/2024	US Bancorp DE	1,872	$563K	0.0%	-5.5%	0.007%
5/8/2024	Russell Investments Group Ltd.	203,062	$61.32M	0.1%	+11.2%	0.741%
5/8/2024	Qsemble Capital Management LP	1,051	$316K	0.1%	N/A	0.004%
5/8/2024	Inspire Investing LLC	5,065	$1.52M	0.2%	+11.6%	0.018%
5/8/2024	Inspire Advisors LLC	692	$208K	0.0%	+12.0%	0.003%
5/7/2024	Sei Investments Co.	37,861	$11.39M	0.0%	-20.4%	0.138%
5/7/2024	Steamboat Capital Partners LLC	30,563	$9.20M	3.2%	+1.7%	0.112%
5/7/2024	Oppenheimer Asset Management Inc.	5,667	$1.71M	0.0%	-34.4%	0.021%
5/6/2024	Quantbot Technologies LP	7,183	$2.16M	0.1%	+1,270.8%	0.026%
5/6/2024	Envestnet Portfolio Solutions Inc.	1,374	$413K	0.0%	-34.4%	0.005%
5/6/2024	Texas Permanent School Fund Corp	24,085	$7.25M	0.1%	+1.4%	0.088%
5/3/2024	Central Pacific Bank Trust Division	655	$194K	0.0%	N/A	0.002%
5/2/2024	Mutual of America Capital Management LLC	16,396	$4.93M	0.1%	-3.7%	0.060%
5/2/2024	FORA Capital LLC	3,255	$979K	0.1%	-37.1%	0.012%
5/2/2024	Daiwa Securities Group Inc.	4,404	$1.33M	0.0%	+7.8%	0.016%
5/2/2024	Haverford Trust Co	947	$285K	0.0%	-42.4%	0.003%
5/2/2024	Consolidated Planning Corp	812	$244K	0.0%	N/A	0.003%
5/2/2024	Moloney Securities Asset Management LLC	3,146	$947K	0.1%	-2.1%	0.011%
5/2/2024	Iridian Asset Management LLC CT	68,837	$20.71M	4.1%	+9.8%	0.250%
5/1/2024	Janney Montgomery Scott LLC	1,114	$335K	0.0%	+34.4%	0.004%
5/1/2024	BNP Paribas Financial Markets	19,138	$5.76M	0.0%	+132.9%	0.070%
4/30/2024	Retirement Systems of Alabama	52,459	$15.78M	0.1%	+0.2%	0.191%
4/30/2024	Van ECK Associates Corp	14,737	$4.43M	0.0%	+39.0%	0.054%
4/30/2024	Allspring Global Investments Holdings LLC	368	$111K	0.0%	-44.6%	0.001%
4/29/2024	Principal Financial Group Inc.	103,629	$31.18M	0.0%	+2.6%	0.376%
4/26/2024	Yousif Capital Management LLC	13,252	$3.99M	0.0%	-1.6%	0.048%
4/26/2024	SYSTM Wealth Solutions LLC	102	$31K	0.0%	-74.3%	0.000%
4/25/2024	Bridges Investment Management Inc.	73,498	$22.11M	0.7%	+40.3%	0.267%
4/24/2024	Assenagon Asset Management S.A.	2,129	$641K	0.0%	N/A	0.008%
4/23/2024	Louisiana State Employees Retirement System	7,900	$2.38M	0.0%	+2.6%	0.029%
4/23/2024	Amalgamated Bank	18,644	$5.61M	0.0%	-10.2%	0.068%
4/23/2024	Wesbanco Bank Inc.	3,240	$975K	0.0%	N/A	0.012%
4/23/2024	Raymond James Financial Services Advisors Inc.	10,059	$3.03M	0.0%	+98.8%	0.037%
4/22/2024	Raymond James & Associates	18,542	$5.58M	0.0%	-24.5%	0.067%
4/22/2024	Ashton Thomas Private Wealth LLC	3,468	$1.04M	0.1%	+2.2%	0.013%
4/19/2024	Handelsinvest Investeringsforvaltning	719	$216K	0.1%	-34.2%	0.003%
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4/18/2024	State of Michigan Retirement System	6,787	$2.04M	0.0%	+3.0%	0.025%
4/18/2024	Allspring Global Investments Holdings LLC	368	$111K	0.0%	-44.6%	0.001%
4/16/2024	OneAscent Financial Services LLC	1,643	$494K	0.1%	-2.7%	0.006%
4/16/2024	OneAscent Wealth Management LLC	1,047	$315K	0.1%	-11.6%	0.004%
4/16/2024	Sendero Wealth Management LLC	11,949	$3.60M	0.6%	+15.7%	0.043%
4/16/2024	Wealth Enhancement Advisory Services LLC	2,489	$749K	0.0%	+4.1%	0.009%
4/12/2024	Bridge City Capital LLC	13,695	$4.12M	1.5%	+0.8%	0.050%
4/11/2024	BTC Capital Management Inc.	766	$230K	0.0%	N/A	0.003%
4/10/2024	Red Spruce Capital LLC	8,668	$2.61M	1.2%	+6.0%	0.031%
4/10/2024	Park Avenue Securities LLC	1,476	$444K	0.0%	-26.2%	0.005%

(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, 403 institutional investors and hedge funds held shares of Lithia Motors. The most heavily invested institutionals were Vanguard Group Inc. ($845.20M), BlackRock Inc. ($718.69M), Barrow Hanley Mewhinney & Strauss LLC ($321.92M), MFN Partners Management LP ($317.57M), Brave Warrior Advisors LLC ($271.32M), Dimensional Fund Advisors LP ($256.34M), and Canada Pension Plan Investment Board ($218.98M).Learn more on LAD's institutional investors.
Which institutional investors have been buying Lithia Motors stock?: Of the 316 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: Conifer Management L.L.C. ($500K), MFN Partners Management LP ($451.16K), Barrow Hanley Mewhinney & Strauss LLC ($441.39K), Canada Pension Plan Investment Board ($394.14K), Norges Bank ($376.51K), SRS Investment Management LLC ($362.37K), and Royal London Asset Management Ltd. ($343.07K).
How much institutional buying is happening at Lithia Motors?: Institutional investors have bought a total of 7,601,138 shares in the last 24 months. This purchase volume represents approximately $1.95B in transactions.

Which Lithia Motors major shareholders have been selling company stock?: Of the 232 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: Park West Asset Management LLC ($564.76K), Neuberger Berman Group LLC ($425.90K), Pacer Advisors Inc. ($400.95K), River Road Asset Management LLC ($200.21K), Baupost Group LLC MA ($184.96K), Iridian Asset Management LLC CT ($131.71K), and First Republic Investment Management Inc. ($112.43K).
How much institutional selling is happening at Lithia Motors?: Institutional investors have sold a total of 4,424,734 shares in the last 24 months. This volume of shares sold represents approximately $1.13B in transactions.