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Lithia Motors (LAD) Institutional Ownership

Lithia Motors logo
$272.52 -2.78 (-1.01%)
Closing price 05/13/2026 03:59 PM Eastern
Extended Trading
$273.49 +0.97 (+0.36%)
As of 05:35 AM 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 Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
299
Total
Institutional Inflows
(last 12 months)
$1.96B
Number of
Institutional Sellers
(last 12 months)
240
Total
Institutional Outflows
(last 12 months)
$1.15B
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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
5/14/2026Sei 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%
5/8/2026 PNC Financial Services Group Inc.1,658$414K0.0%-7.7%0.007%
5/8/2026 Madison Asset Management LLC232,682$58.11M0.7%-12.5%0.995%
5/7/2026 Dimensional Fund Advisors LP1,389,870$347.07M0.1%+3.2%5.945%
5/7/2026 Parallel Advisors LLC111$28K0.0%-28.8%0.000%
5/7/2026 Swiss National Bank47,940$11.97M0.0%-5.1%0.205%
5/6/2026 California Public Employees Retirement System34,118$8.52M0.0%-24.1%0.146%
5/6/2026 Assetmark Inc.2,308$576K0.0%-4.0%0.010%
5/6/2026 Bessemer Group Inc.173$43K0.0%+68.0%0.001%
5/5/2026 Bank of New York Mellon Corp227,375$56.78M0.0%-0.7%0.973%
5/4/2026 State of Michigan Retirement System5,787$1.45M0.0%+1.8%0.025%
5/4/2026 Principal Financial Group Inc.54,197$13.53M0.0%+3.9%0.232%
5/4/2026 Teachers Retirement System of The State of Kentucky7,612$1.90M0.0%-9.0%0.033%
5/1/2026 180 Wealth Advisors LLC8,788$2.20M0.2%+5.6%0.038%
5/1/2026 Fifth Third Bancorp15,975$3.99M0.0%+5,544.9%0.068%
4/30/2026 Hsbc Holdings PLC20,489$5.10M0.0%+10.7%0.088%
4/30/2026 Oregon Public Employees Retirement Fund4,962$1.24M0.0%+2.2%0.021%
4/29/2026 R Squared Ltd1,649$412K0.2%+133.6%0.007%
4/28/2026 QRG Capital Management Inc.2,056$514K0.0%-28.8%0.009%
4/27/2026 New York State Teachers Retirement System29,446$7.35M0.0%-12.7%0.126%
4/27/2026 Y Intercept Hong Kong Ltd1,130$282K0.0%N/A0.005%
4/27/2026 Leonteq Securities AG7,386$1.84M0.1%+570.8%0.032%
4/27/2026 Elevation Point Wealth Partners LLC1,353$338K0.0%N/A0.006%
4/24/2026 Fulton Bank N.A.3,036$758K0.0%-12.4%0.013%
4/22/2026 Janney Montgomery Scott LLC80,894$20.20M0.1%-7.4%0.346%
4/22/2026 Pictet Asset Management Holding SA3,954$987K0.0%+2.9%0.017%
4/22/2026 Sterling Capital Management LLC729$182K0.0%-42.6%0.003%
4/21/2026 Louisiana State Employees Retirement System7,000$1.75M0.0%N/A0.030%
4/20/2026 Fifth Third Wealth Advisors LLC984$246K0.0%+3.8%0.004%
4/20/2026 OP Asset Management Ltd7,940$1.98M0.0%N/A0.034%
4/18/2026 Steph & Co.210$52K0.0%-33.5%0.001%
4/17/2026 AGP Franklin LLC14,597$3.65M1.8%+40.2%0.062%
4/17/2026 Values First Advisors Inc.1,201$300K0.2%+17.6%0.005%
4/17/2026 CPC Advisors LLC10,147$2.53M0.4%+7.9%0.043%
4/17/2026 Brookstone Capital Management2,420$604K0.0%N/A0.010%
4/17/2026 Campbell Newman Asset Management Inc.5,728$1.43M0.1%+1.6%0.024%
4/16/2026 SG Americas Securities LLC1,977$494K0.0%-76.6%0.008%
3/20/2026 Hsbc Holdings PLC18,515$6.17M0.0%-14.9%0.079%
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3/17/2026Rockefeller Capital Management L.P.337$112K0.0%+106.7%0.001%
3/10/2026 Advisortrust Partners LLC797$265K0.1%N/A0.003%
3/9/2026Corient Private Wealth LLC2,351$781K0.0%+87.2%0.010%
3/6/2026 Hsbc Holdings PLC18,515$6.17M0.0%-14.9%0.076%
3/3/2026 Caitong International Asset Management Co. Ltd166$55K0.0%+225.5%0.001%
2/27/2026 Arwa LLC1,407$467K0.3%N/A0.006%
2/26/2026Aristides Capital LLC2,707$900K0.1%+4.6%0.011%
2/24/2026 River Road Asset Management LLC742,677$246.81M2.7%+33.6%3.063%
2/20/2026Dean Capital Management5,425$1.80M0.8%+3.2%0.022%
2/19/2026 Invesco Ltd.138,958$46.18M0.0%-4.4%0.573%
2/19/2026Rare Wolf Capital LLC5,651$1.88M1.2%N/A0.023%
2/19/2026Corient Private Wealth LLC107,690$35.79M0.0%+8,474.0%0.444%
2/18/2026Mercer Global Advisors Inc. ADV1,571$522K0.0%+5.2%0.006%
2/18/2026Caitlin John LLC1,030$342K0.2%N/A0.004%
2/18/2026State of Tennessee Department of Treasury9,088$2.94M0.0%-4.1%0.037%
2/18/2026Empowered Funds LLC8,786$2.92M0.0%-12.7%0.036%
2/18/2026XTX Topco Ltd1,565$520K0.0%-67.4%0.006%
2/18/2026Utah Retirement Systems4,164$1.38M0.0%-2.1%0.017%
2/18/2026Voloridge Investment Management LLC63,605$21.14M0.1%-21.9%0.262%
2/18/2026Wellington Management Group LLP15,788$5.25M0.0%-41.4%0.065%
2/18/2026SummitTX Capital L.P.1,218$405K0.0%+59.4%0.005%
2/18/2026Susquehanna Portfolio Strategies LLC42,340$14.07M0.2%+816.6%0.175%
2/18/2026Toronto Dominion Bank6,523$2.17M0.0%N/A0.027%
2/18/2026Tudor Investment Corp ET AL19,017$6.32M0.0%-68.9%0.078%
2/18/2026Quadrature Capital Ltd716$238K0.0%-91.4%0.003%
2/18/2026Occudo Quantitative Strategies LP4,616$1.53M0.1%+0.8%0.019%
2/18/2026 Inspire Investing LLC340$113K0.0%N/A0.001%
2/18/2026Gotham Asset Management LLC35,652$11.85M0.0%+111.9%0.147%
2/18/2026Empyrean Capital Partners LP15,400$5.12M0.2%N/A0.064%
2/18/2026Engineers Gate Manager LP60,909$20.24M0.2%+86.8%0.251%
2/18/2026Concentric Capital Strategies LP22,688$7.54M0.4%N/A0.094%
2/18/2026Boothbay Fund Management LLC26,922$8.95M0.1%+9.2%0.111%
2/17/2026Guggenheim Capital LLC1,091$363K0.0%-6.4%0.004%
2/17/2026Schonfeld Strategic Advisors LLC2,270$754K0.0%-63.5%0.009%
2/17/2026J. Goldman & Co LP5,112$1.70M0.0%N/A0.021%
2/17/2026AQR Capital Management LLC45,326$15.06M0.0%+19.2%0.187%
2/17/2026Cetera Investment Advisers6,616$2.20M0.0%-0.8%0.027%
2/17/2026Advent International L.P.151,671$50.41M1.0%+1.0%0.625%
2/17/2026Jain Global LLC1,051$349K0.0%N/A0.004%
2/17/2026Amundi9,094$3.02M0.0%N/A0.038%
2/17/2026Moon Capital Management LP2,085$693K0.4%-72.6%0.009%
2/17/2026iSAM Funds UK Ltd888$295K0.1%N/A0.004%
2/17/2026Jump Financial LLC5,144$1.71M0.0%-85.1%0.021%
2/17/2026Range Rock Capital LLC33,794$11.23M3.9%N/A0.139%
2/17/2026Price T Rowe Associates Inc. MD20,820$6.92M0.0%+0.9%0.086%
2/17/2026Steamboat Capital Partners LLC8,867$2.95M0.8%+1.3%0.037%
2/17/2026Dean Investment Associates LLC11,365$3.78M0.5%-5.0%0.047%
2/17/2026Quantitative Investment Management LLC1,670$554K0.1%N/A0.007%
2/17/2026Osaic Holdings Inc.7,051$2.34M0.0%-19.1%0.029%
2/17/2026Public Employees Retirement System of Ohio7,174$2.38M0.0%-10.2%0.030%
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2/17/2026California State Teachers Retirement System24,162$8.03M0.0%-1.6%0.100%
2/17/2026 Russell Investments Group Ltd.33,274$11.06M0.0%-25.5%0.137%
2/17/2026State of Wisconsin Investment Board9,971$3.31M0.0%-35.9%0.041%
2/17/2026Captrust Financial Advisors1,582$526K0.0%+3.2%0.007%
2/17/2026&PARTNERS7,344$2.44M0.0%+12.6%0.030%
2/17/2026ExodusPoint Capital Management LP11,333$3.77M0.0%-26.3%0.047%
2/17/2026 Blair William & Co. IL716$238K0.0%+7.2%0.003%
2/17/2026Royal Bank of Canada85,106$28.28M0.0%-6.7%0.351%
2/16/2026Verition Fund Management LLC9,262$3.08M0.0%-19.6%0.038%
2/16/2026Panagora Asset Management Inc.778$259K0.0%-38.9%0.003%


LAD Institutional Ownership - Frequently Asked Questions

During the previous two years, 508 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), Coppell Advisory Solutions LLC ($595.11M), Barrow Hanley Mewhinney & Strauss LLC ($574.80M), Dimensional Fund Advisors LP ($347.07M), State Street Corp ($260.47M), and River Road Asset Management LLC ($246.81M).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: Coppell Advisory Solutions LLC ($2.03M), Norges Bank ($1.24M), Dimensional Fund Advisors LP ($366.77K), River Road Asset Management LLC ($351.53K), Egerton Capital UK LLP ($316.85K), Steadfast Capital Management LP ($266.72K), and Madison Investment Advisors LLC ($255.13K).

Institutional investors have bought a total of 6,292,534 shares in the last 24 months. This purchase volume represents approximately $1.96B in transactions.

Of the 238 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: Brave Warrior Advisors LLC ($230.68K), 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), and Alyeska Investment Group L.P. ($146.82K).

Institutional investors have sold a total of 3,584,156 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 5/14/2026 by MarketBeat.com Staff.
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