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Lithia Motors (LAD) Institutional Ownership

$259.28
-5.57 (-2.10%)
(As of 05/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
194
Total
Institutional Inflows
(last 12 months)
$865.66M
Number of
Institutional Sellers
(last 12 months)
142
Total
Institutional Outflows
(last 12 months)
$442.68M
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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
5/21/2024Atria Investments Inc5,043$1.52M0.0%-15.1%0.018%
5/17/2024 Comerica Bank29,473$8.87M0.0%+89.0%0.108%
5/17/2024 Tidal Investments LLC1,862$560K0.0%-5.0%0.007%
5/16/2024 California State Teachers Retirement System27,843$8.38M0.0%-5.3%0.102%
5/16/2024 Janus Henderson Group PLC15,083$4.54M0.0%+0.6%0.055%
5/16/2024 Kennedy Capital Management LLC103,645$31.18M0.6%-18.3%0.378%
5/15/2024 SVB Wealth LLC684$206K0.0%N/A0.002%
5/15/2024 Public Employees Retirement System of Ohio10,357$3.12M0.0%-8.6%0.038%
5/15/2024 Public Employees Retirement Association of Colorado3,031$912K0.0%-8.1%0.011%
5/15/2024 Price T Rowe Associates Inc. MD15,223$4.58M0.0%+5.9%0.056%
5/15/2024 Epoch Investment Partners Inc.4,851$1.46M0.0%+95.9%0.018%
5/15/2024 Quadrature Capital Ltd3,015$907K0.0%-68.2%0.011%
5/14/2024 Canada Pension Plan Investment Board727,849$218.98M0.2%+7.2%2.655%
5/14/2024 Westwood Holdings Group Inc.57,279$17.23M0.1%+26.6%0.209%
5/14/2024 CreativeOne Wealth LLC1,044$314K0.0%+8.1%0.004%
5/14/2024 Shell Asset Management Co.1,908$574K0.0%+114.4%0.007%
5/14/2024 CANADA LIFE ASSURANCE Co20,220$6.08M0.0%+0.6%0.074%
5/14/2024 American International Group Inc.36,425$10.96M0.0%-2.0%0.133%
5/13/2024 Clearbridge Investments LLC117,325$35.30M0.0%-0.2%0.428%
5/10/2024 Vanguard Group Inc.2,809,275$845.20M0.0%-0.5%10.249%
5/9/2024 Blair William & Co. IL836$251K0.0%-5.7%0.003%
5/9/2024 Orion Portfolio Solutions LLC9,882$2.97M0.0%-27.6%0.036%
5/9/2024 First Eagle Investment Management LLC30,890$9.29M0.0%+53.5%0.113%
5/9/2024 State Board of Administration of Florida Retirement System19,315$5.81M0.0%-29.5%0.070%
5/9/2024 Camelot Portfolios LLC2,476$745K0.7%-14.4%0.009%
5/8/2024 ProShare Advisors LLC1,343$404K0.0%-7.2%0.005%
5/8/2024 US Bancorp DE1,872$563K0.0%-5.5%0.007%
5/8/2024 Russell Investments Group Ltd.203,062$61.32M0.1%+11.2%0.741%
5/8/2024 Qsemble Capital Management LP1,051$316K0.1%N/A0.004%
5/8/2024 Inspire Investing LLC5,065$1.52M0.2%+11.6%0.018%
5/8/2024 Inspire Advisors LLC692$208K0.0%+12.0%0.003%
5/7/2024 Sei Investments Co.37,861$11.39M0.0%-20.4%0.138%
5/7/2024 Steamboat Capital Partners LLC30,563$9.20M3.2%+1.7%0.112%
5/7/2024 Oppenheimer Asset Management Inc.5,667$1.71M0.0%-34.4%0.021%
5/6/2024 Quantbot Technologies LP7,183$2.16M0.1%+1,270.8%0.026%
5/6/2024 Envestnet Portfolio Solutions Inc.1,374$413K0.0%-34.4%0.005%
5/6/2024 Texas Permanent School Fund Corp24,085$7.25M0.1%+1.4%0.088%
5/3/2024 Central Pacific Bank Trust Division655$194K0.0%N/A0.002%
5/2/2024 Mutual of America Capital Management LLC16,396$4.93M0.1%-3.7%0.060%
5/2/2024 FORA Capital LLC3,255$979K0.1%-37.1%0.012%
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5/2/2024 Daiwa Securities Group Inc.4,404$1.33M0.0%+7.8%0.016%
5/2/2024 Haverford Trust Co947$285K0.0%-42.4%0.003%
5/2/2024 Consolidated Planning Corp812$244K0.0%N/A0.003%
5/2/2024 Moloney Securities Asset Management LLC3,146$947K0.1%-2.1%0.011%
5/2/2024 Iridian Asset Management LLC CT68,837$20.71M4.1%+9.8%0.250%
5/1/2024 Janney Montgomery Scott LLC1,114$335K0.0%+34.4%0.004%
5/1/2024 BNP Paribas Financial Markets19,138$5.76M0.0%+132.9%0.070%
4/30/2024 Retirement Systems of Alabama52,459$15.78M0.1%+0.2%0.191%
4/30/2024 Van ECK Associates Corp14,737$4.43M0.0%+39.0%0.054%
4/30/2024 Allspring Global Investments Holdings LLC368$111K0.0%-44.6%0.001%
4/29/2024 Principal Financial Group Inc.103,629$31.18M0.0%+2.6%0.376%
4/26/2024 Yousif Capital Management LLC13,252$3.99M0.0%-1.6%0.048%
4/26/2024 SYSTM Wealth Solutions LLC102$31K0.0%-74.3%0.000%
4/25/2024 Bridges Investment Management Inc.73,498$22.11M0.7%+40.3%0.267%
4/24/2024 Assenagon Asset Management S.A.2,129$641K0.0%N/A0.008%
4/23/2024 Louisiana State Employees Retirement System7,900$2.38M0.0%+2.6%0.029%
4/23/2024 Amalgamated Bank18,644$5.61M0.0%-10.2%0.068%
4/23/2024 Wesbanco Bank Inc.3,240$975K0.0%N/A0.012%
4/23/2024 Raymond James Financial Services Advisors Inc.10,059$3.03M0.0%+98.8%0.037%
4/22/2024 Raymond James & Associates18,542$5.58M0.0%-24.5%0.067%
4/22/2024Ashton Thomas Private Wealth LLC3,468$1.04M0.1%+2.2%0.013%
4/19/2024 Handelsinvest Investeringsforvaltning719$216K0.1%-34.2%0.003%
4/18/2024 State of Michigan Retirement System6,787$2.04M0.0%+3.0%0.025%
4/18/2024 Allspring Global Investments Holdings LLC368$111K0.0%-44.6%0.001%
4/16/2024 OneAscent Financial Services LLC1,643$494K0.1%-2.7%0.006%
4/16/2024 OneAscent Wealth Management LLC1,047$315K0.1%-11.6%0.004%
4/16/2024 Sendero Wealth Management LLC11,949$3.60M0.6%+15.7%0.043%
4/16/2024 Wealth Enhancement Advisory Services LLC2,489$749K0.0%+4.1%0.009%
4/12/2024 Bridge City Capital LLC13,695$4.12M1.5%+0.8%0.050%
4/11/2024 BTC Capital Management Inc.766$230K0.0%N/A0.003%
4/10/2024 Red Spruce Capital LLC8,668$2.61M1.2%+6.0%0.031%
4/10/2024 Park Avenue Securities LLC1,476$444K0.0%-26.2%0.005%
4/10/2024 Fulton Bank N.A.4,496$1.35M0.1%+3.7%0.016%
4/10/2024 Perpetual Ltd98,127$29.52M0.3%+3.0%0.356%
4/9/2024 Rise Advisors LLC191$57K0.0%+80.2%0.001%
4/9/2024 Mather Group LLC.345$114K0.0%N/A0.001%
4/5/2024 First Hawaiian Bank1,218$366K0.0%-3.9%0.004%
4/3/2024 Timber Creek Capital Management LLC6,513$1.96M0.6%+6.3%0.024%
3/29/2024 Kapitalo Investimentos Ltda203$67K0.0%N/A0.001%
3/25/2024 Quadrature Capital Ltd9,479$3.12M0.1%N/A0.034%
3/22/2024 PNC Financial Services Group Inc.2,190$721K0.0%-1.9%0.008%
3/11/2024 Vanguard Group Inc.2,823,369$929.68M0.0%+0.6%10.256%
3/5/2024 Wellington Management Group LLP65,142$21.45M0.0%+413.6%0.237%
3/1/2024 Royal London Asset Management Ltd.616,854$203.12M0.6%-5.3%2.241%
3/1/2024 Goldman Sachs Group Inc.49,797$16.40M0.0%+24.6%0.181%
2/28/2024 American International Group Inc.37,170$12.24M0.1%-4.3%0.135%
2/26/2024Teachers Retirement System of The State of Kentucky9,012$2.97M0.0%-4.2%0.033%
2/20/2024 Eventide Asset Management LLC267,877$88.21M1.4%+8.2%0.973%
2/15/2024 Parkwood LLC22,515$7.41M0.8%-15.7%0.082%
2/15/2024 Goodnow Investment Group LLC21,841$7.19M1.0%+6.7%0.079%
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2/15/2024 Brave Warrior Advisors LLC823,982$271.32M6.5%-6.7%2.994%
2/14/2024 Frontier Capital Management Co. LLC262,602$86.47M0.9%+13.7%0.954%
2/14/2024 Cadian Capital Management LP320,000$105.37M4.2%N/A1.163%
2/14/2024 Logan Capital Management Inc.49,778$16.39M0.8%-5.9%0.181%
2/14/2024 Intrinsic Edge Capital Management LLC18,918$6.23M0.6%-52.9%0.069%
2/14/2024 Quadrature Capital Ltd9,479$3.12M0.1%N/A0.034%
2/14/2024 Westwood Holdings Group Inc.45,244$14.90M0.1%+3.0%0.164%
2/13/2024 Epoch Investment Partners Inc.2,476$815K0.0%-15.1%0.009%
2/13/2024 American International Group Inc.37,170$12.24M0.1%-4.3%0.135%
2/13/2024 First Trust Advisors LP78,150$25.73M0.0%-12.9%0.284%
(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, 405 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 320 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 7,670,824 shares in the last 24 months. This purchase volume represents approximately $1.97B in transactions.

Which Lithia Motors major shareholders have been selling company stock?

Of the 231 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 ($435.61K), 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 4,476,361 shares in the last 24 months. This volume of shares sold represents approximately $1.15B in transactions.


This page (NYSE:LAD) was last updated on 5/22/2024 by MarketBeat.com Staff

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