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Lithia Motors (LAD) Institutional Ownership

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$308.80 +2.73 (+0.89%)
As of 03:15 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
256
Total
Institutional Inflows
(last 12 months)
$1.75B
Number of
Institutional Sellers
(last 12 months)
197
Total
Institutional Outflows
(last 12 months)
$911.90M
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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
10/2/2026Versant Capital Management Inc186$54K0.0%+46.5%0.001%
9/23/2026QRG Capital Management Inc.2,165$629K0.0%+5.3%0.010%
9/9/2026Sequoia Financial Advisors LLC828$241K0.0%N/A0.004%
9/9/2026Tidal Investments LLC3,694$1.07M0.0%+10.9%0.017%
9/9/2026WINTON GROUP Ltd16,562$4.81M0.2%N/A0.075%
9/9/2026Engineers Gate Manager LP2,651$770K0.0%N/A0.012%
9/9/2026Cidel Asset Management Inc.726$211K0.0%N/A0.003%
9/9/2026Integrated Wealth Concepts LLC302$88K0.0%N/A0.001%
9/9/2026IFP Advisors Inc2,151$625K0.0%+2.6%0.010%
9/8/2026Mraz Amerine & Associates Inc.752$218K0.0%N/A0.003%
9/8/2026Allworth Financial LP325$94K0.0%+180.2%0.001%
9/8/2026Arizona State Retirement System6,429$1.87M0.0%-3.5%0.029%
9/8/2026Waverly Advisors LLC4,038$1.17M0.0%+5.1%0.018%
9/8/2026Nykredit A S1,100$320K0.0%N/A0.005%
8/27/2026Corient Private Wealth LP1,744$507K0.0%-34.4%0.008%
8/26/2026Amundi3,045$885K0.0%-42.1%0.014%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al1,560$453K0.0%N/A0.007%
8/23/2026HB Wealth Management LLC1,288$374K0.0%N/A0.006%
8/21/2026Nykredit A S1,100$320K0.0%N/A0.005%
8/20/2026BTG Pactual Asset Management US LLC1,045$304K0.0%N/A0.005%
8/20/2026Susquehanna Fundamental Investments LLC12,087$3.51M0.1%N/A0.055%
8/20/2026Benjamin Edwards Inc.712$207K0.0%N/A0.003%
8/20/2026Alyeska Investment Group L.P.29,270$8.50M0.0%+39.9%0.133%
8/20/2026Cookson Peirce & Co. Inc.741$215K0.0%N/A0.003%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC78,309$22.75M0.0%-2.9%0.356%
8/19/2026Royal London Asset Management Ltd.76,408$22.20M0.0%-67.8%0.348%
8/19/2026Van ECK Associates Corp7,678$2.23M0.0%+8.8%0.035%
8/19/2026Hsbc Holdings PLC60,113$17.22M0.0%+193.4%0.273%
8/18/2026Empowered Funds LLC7,671$2.23M0.0%N/A0.035%
8/18/2026Public Employees Retirement System of Ohio6,970$2.03M0.0%N/A0.032%
8/17/2026Redwood Investment Management LLC4,098$1.19M0.1%N/A0.019%
8/17/2026Corient Private Wealth LP1,731$503K0.0%N/A0.008%
8/17/2026Bank of America Corp DE73,570$21.37M0.0%N/A0.335%
8/15/2026Advent International L.P.1,985$577K0.0%N/A0.009%
8/15/2026Man Group plc11,206$3.26M0.0%N/A0.051%
8/15/2026Miller Value Partners LLC2,712$788K0.2%N/A0.012%
8/15/2026Jupiter Topco LLC9,836$2.86M0.0%N/A0.045%
8/14/2026Hsbc Holdings PLC60,113$17.22M0.0%N/A0.273%
8/14/2026PDT Partners LLC1,400$407K0.0%N/A0.006%
8/14/2026Legal & General Group Plc36,909$10.72M0.0%N/A0.168%
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8/14/2026The Manufacturers Life Insurance Company147,055$42.72M0.0%N/A0.669%
8/13/2026First Nebraska Trust Co700$203K0.0%N/A0.003%
8/12/2026Elevation Point Wealth Partners LLC1,378$400K0.0%N/A0.006%
8/12/2026Northwestern Mutual Wealth Management Co.866$251K0.0%N/A0.004%
8/12/2026Quantbot Technologies LP2,142$622K0.0%N/A0.010%
8/11/2026Allworth Financial LP325$94K0.0%N/A0.001%
8/11/2026Vise Technologies Inc.2,886$838K0.0%N/A0.013%
8/11/2026Madison Asset Management LLC230,604$66.99M0.8%N/A1.049%
8/10/2026Addison Advisors LLC102$30K0.0%N/A0.000%
8/10/2026Denali Advisors LLC1,921$558K0.1%+110.4%0.009%
8/7/2026BlackRock Inc.2,397,611$696.48M0.0%N/A10.511%
8/7/2026Deutsche Bank AG3,101$901K0.0%N/A0.014%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.103$30K0.0%N/A0.000%
8/7/2026OneDigital Investment Advisors LLC1,734$504K0.0%N/A0.008%
8/6/2026Global Retirement Partners LLC371$108K0.0%N/A0.002%
8/6/2026Bank of New York Mellon Corp216,928$63.02M0.0%N/A0.951%
8/6/2026GSA Capital Partners LLP1,844$536K0.0%N/A0.008%
7/10/2026Handelsbanken Fonder AB4,958$1.44M0.0%-38.3%0.022%
7/10/2026Fulton Bank N.A.2,915$847K0.0%-4.0%0.013%
7/9/2026Hennion & Walsh Asset Management Inc.2,075$603K0.0%+18.6%0.009%
7/9/2026Crumly & Associates Inc.1,246$362K0.1%+3.6%0.005%
7/8/2026Red Spruce Capital LLC9,348$2.72M0.9%+3.2%0.041%
7/7/2026180 Wealth Advisors LLC9,116$2.65M0.3%+3.7%0.040%
7/7/2026GAMMA Investing LLC173$50K0.0%+32.1%0.001%
7/2/2026Versant Capital Management Inc127$37K0.0%+1,311.1%0.001%
6/24/2026Redwood Investment Management LLC4,164$1.04M0.1%+26.0%0.018%
6/18/2026Pacer Advisors Inc.2,880$719K0.0%-98.2%0.013%
6/3/2026Parallel Advisors LLC111$28K0.0%-28.8%0.000%
5/19/2026Western Wealth Management LLC269$67K0.0%N/A0.001%
5/19/2026Bank of America Corp DE72,855$18.19M0.0%+1.9%0.319%
5/19/2026Janus Henderson Group PLC10,728$2.68M0.0%-7.6%0.047%
5/18/2026Amundi5,258$1.31M0.0%-42.2%0.023%
5/18/2026EverSource Wealth Advisors LLC622$155K0.0%-24.7%0.003%
5/18/2026Talon Private Wealth LLC2,290$572K0.1%N/A0.010%
5/18/2026California State Teachers Retirement System28,338$7.08M0.0%+17.3%0.124%
5/18/2026Royal Bank of Canada86,520$21.60M0.0%+1.7%0.379%
5/18/2026Ruane Cunniff & Goldfarb L.P.2,988$746K0.0%-2.0%0.013%
5/18/2026Empowered Funds LLC9,511$2.38M0.0%+8.3%0.042%
5/16/2026The Manufacturers Life Insurance Company159,363$39.80M0.0%+22.5%0.699%
5/16/2026Quantinno Capital Management LP15,402$3.85M0.0%-44.0%0.068%
5/16/2026Advent International L.P.95,273$23.79M0.6%-37.2%0.418%
5/16/2026SummitTX Capital L.P.4,430$1.11M0.0%+263.7%0.019%
5/14/2026Public Employees Retirement System of Ohio6,937$1.73M0.0%-3.3%0.030%
5/14/2026Aristides Capital LLC3,086$771K0.1%+14.0%0.014%
5/14/2026Caxton Associates LLP3,340$834K0.0%N/A0.015%
5/14/2026Inceptionr LLC2,904$725K0.2%+90.2%0.013%
5/14/2026Sei Investments Co.142,812$35.66M0.0%+48.1%0.626%
5/13/2026Cetera Investment Advisers7,429$1.86M0.0%+12.3%0.033%
5/13/2026First Trust Advisors LP31,198$7.79M0.0%-6.3%0.137%
5/8/2026PNC Financial Services Group Inc.1,658$414K0.0%-7.7%0.007%
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5/8/2026Madison Asset Management LLC232,682$58.11M0.7%-12.5%0.995%
5/7/2026Dimensional Fund Advisors LP1,389,870$347.07M0.1%+3.2%5.945%
5/7/2026Parallel Advisors LLC111$28K0.0%-28.8%0.000%
5/7/2026Swiss National Bank47,940$11.97M0.0%-5.1%0.205%
5/6/2026California Public Employees Retirement System34,118$8.52M0.0%-24.1%0.146%
5/6/2026Assetmark Inc.2,308$576K0.0%-4.0%0.010%
5/6/2026Bessemer Group Inc.173$43K0.0%+68.0%0.001%
5/5/2026Bank of New York Mellon Corp227,375$56.78M0.0%-0.7%0.973%
5/4/2026State of Michigan Retirement System5,787$1.45M0.0%+1.8%0.025%
5/4/2026Principal Financial Group Inc.54,197$13.53M0.0%+3.9%0.232%


LAD Institutional Ownership - Frequently Asked Questions

During the previous two years, 510 institutional investors and hedge funds held shares of Lithia Motors. The most heavily invested institutionals were Vanguard Group Inc. ($805.15M), Abrams Capital Management L.P. ($787.01M), BlackRock Inc. ($696.48M), Coppell Advisory Solutions LLC ($595.11M), Barrow Hanley Mewhinney & Strauss LLC ($574.80M), Dimensional Fund Advisors LP ($347.07M), and State Street Corp ($260.47M).Learn more on Lithia Motors' institutional investors.

Of the 431 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: BlackRock Inc. ($2.40M), Coppell Advisory Solutions LLC ($2.03M), Norges Bank ($1.24M), River Road Asset Management LLC ($351.53K), Egerton Capital UK LLP ($316.85K), Steadfast Capital Management LP ($266.72K), and Madison Asset Management LLC ($255.94K).

Institutional investors have bought a total of 5,773,059 shares in the last 24 months. This purchase volume represents approximately $1.75B in transactions.

Of the 196 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: Goldman Sachs Group Inc. ($225.13K), Vanguard Group Inc. ($210.16K), Squarepoint Ops LLC ($187.41K), UBS Group AG ($176.15K), Millennium Management LLC ($174.65K), Royal London Asset Management Ltd. ($165.92K), and Pacer Advisors Inc. ($154.97K).

Institutional investors have sold a total of 2,904,412 shares in the last 24 months. This volume of shares sold represents approximately $911.90M in transactions.



Institutional ownership data for NYSE:LAD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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