Lithia Motors (LAD) Institutional Ownership

$248.34
-16.15 (-6.11%)
(As of 04/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
204
Total
Institutional Inflows
(last 12 months)
$1.06B
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$598.27M
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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
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%
3/29/2024Kapitalo Investimentos Ltda203$67K0.0%N/A0.001%
3/25/2024Quadrature Capital Ltd9,479$3.12M0.1%N/A0.034%
3/22/2024PNC Financial Services Group Inc.2,190$721K0.0%-1.9%0.008%
3/11/2024Vanguard Group Inc.2,823,369$929.68M0.0%+0.6%10.256%
3/5/2024Wellington Management Group LLP65,142$21.45M0.0%+413.6%0.237%
3/1/2024Royal London Asset Management Ltd.616,854$203.12M0.6%-5.3%2.241%
3/1/2024Goldman Sachs Group Inc.49,797$16.40M0.0%+24.6%0.181%
2/28/2024American 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%
2/20/2024Eventide Asset Management LLC267,877$88.21M1.4%+8.2%0.973%
2/15/2024Parkwood LLC22,515$7.41M0.8%-15.7%0.082%
2/15/2024Goodnow Investment Group LLC21,841$7.19M1.0%+6.7%0.079%
2/15/2024Brave Warrior Advisors LLC823,982$271.32M6.5%-6.7%2.994%
2/14/2024Frontier Capital Management Co. LLC262,602$86.47M0.9%+13.7%0.954%
2/14/2024Cadian Capital Management LP320,000$105.37M4.2%N/A1.163%
2/14/2024Logan Capital Management Inc.49,778$16.39M0.8%-5.9%0.181%
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2/14/2024Intrinsic Edge Capital Management LLC18,918$6.23M0.6%-52.9%0.069%
2/14/2024Quadrature Capital Ltd9,479$3.12M0.1%N/A0.034%
2/14/2024Westwood Holdings Group Inc.45,244$14.90M0.1%+3.0%0.164%
2/13/2024Epoch Investment Partners Inc.2,476$815K0.0%-15.1%0.009%
2/13/2024American International Group Inc.37,170$12.24M0.1%-4.3%0.135%
2/13/2024First Trust Advisors LP78,150$25.73M0.0%-12.9%0.284%
2/13/2024Blueshift Asset Management LLC1,282$422K0.2%N/A0.005%
2/13/2024Royal London Asset Management Ltd.616,854$203.12M0.6%-5.3%2.241%
2/13/2024CIBC Private Wealth Group LLC7,799$2.57M0.0%+13.2%0.028%
2/13/2024The Manufacturers Life Insurance Company 138,193$45.50M0.0%+1.4%0.502%
2/13/2024KBC Group NV446$147K0.0%N/A0.002%
2/13/2024Campbell & CO Investment Adviser LLC1,524$502K0.0%N/A0.006%
2/13/2024California State Teachers Retirement System29,416$9.69M0.0%-4.1%0.107%
2/13/2024Lyrical Asset Management LP514,507$169.42M2.8%-2.4%1.870%
2/12/2024Isthmus Partners LLC870$286K0.0%N/A0.003%
2/12/2024Treasurer of the State of North Carolina12,006$3.95M0.0%+1.0%0.044%
2/12/2024Steward Partners Investment Advisory LLC610$201K0.0%+96.8%0.002%
2/12/2024Hsbc Holdings PLC15,003$4.95M0.0%+989.5%0.055%
2/9/2024Orion Portfolio Solutions LLC13,649$4.16M0.0%-7.9%0.050%
2/9/2024FineMark National Bank & Trust2,005$660K0.0%N/A0.007%
2/9/2024Commerce Bank2,485$818K0.0%-6.2%0.009%
2/9/2024EverSource Wealth Advisors LLC489$161K0.0%+28.7%0.002%
2/9/2024Franklin Resources Inc.100,664$33.15M0.0%+34.0%0.366%
2/9/2024Assetmark Inc.4,620$1.52M0.0%+35.0%0.017%
2/9/2024CreativeOne Wealth LLC966$318K0.0%N/A0.004%
2/9/2024GW&K Investment Management LLC382,730$126.03M1.2%-4.6%1.391%
2/9/2024D.A. Davidson & CO.15,541$5.12M0.1%-39.1%0.056%
2/9/2024Clearbridge Investments LLC117,606$38.73M0.0%-1.7%0.427%
2/9/2024Wells Fargo & Company MN30,282$9.97M0.0%+9.4%0.110%
2/9/2024Coldstream Capital Management Inc.1,476$486K0.0%+41.2%0.005%
2/9/2024PNC Financial Services Group Inc.2,190$721K0.0%-1.9%0.008%
2/9/2024Norges Bank376,506$123.98M0.0%N/A1.368%
2/8/2024 Brown Advisory Inc.2,919$961K0.0%N/A0.011%
2/8/2024Great Lakes Advisors LLC7,290$2.40M0.0%-47.3%0.026%
2/8/2024First Eagle Investment Management LLC20,130$6.63M0.0%+54.7%0.073%
2/8/2024Fiera Capital Corp184,412$60.72M0.2%+0.1%0.670%
2/8/2024Vanguard Personalized Indexing Management LLC3,768$1.24M0.0%-1.3%0.014%
2/8/2024Moran Wealth Management LLC22,624$7.45M0.3%-1.5%0.082%
2/7/2024Boston Partners82,915$26.73M0.0%+67.5%0.301%
2/7/2024Principal Financial Group Inc.101,008$33.26M0.0%-0.6%0.367%
2/7/2024Envestnet Portfolio Solutions Inc.2,093$689K0.0%-2.9%0.008%
2/7/2024Dimensional Fund Advisors LP778,474$256.34M0.1%-1.1%2.829%
2/7/2024QRG Capital Management Inc.1,916$631K0.0%+3.6%0.007%
2/7/2024BNP Paribas Financial Markets8,218$2.71M0.0%-68.7%0.030%
2/7/2024Teacher Retirement System of Texas4,996$1.65M0.0%-13.2%0.018%
2/7/2024Versor Investments LP704$232K0.0%N/A0.003%
2/6/2024Charles Schwab Investment Management Inc.208,529$68.66M0.0%+4.7%0.758%
2/6/2024Channing Capital Management LLC30,390$10.01M0.3%+13.4%0.110%
2/6/2024National Bank of Canada FI900$292K0.0%-6.3%0.003%
2/6/2024FourThought Financial Partners LLC1,609$530K0.1%+2.4%0.006%
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2/6/2024 Sapient Capital LLC1,393$459K0.0%N/A0.005%
2/6/2024M&T Bank Corp2,451$807K0.0%-17.0%0.009%
2/6/2024Benjamin F. Edwards & Company Inc.412$135K0.0%+5,785.7%0.001%
2/6/2024 Amalgamated Bank20,759$6.84M0.1%+16.8%0.075%
2/6/2024Swiss National Bank54,300$17.88M0.0%-10.2%0.197%
2/6/2024New York Life Investment Management LLC3,062$1.01M0.0%+6.7%0.011%
2/5/2024Victory Capital Management Inc.19,799$6.52M0.0%+15.7%0.072%
2/5/2024Van ECK Associates Corp10,604$3.49M0.0%+148.1%0.039%
2/5/2024Investment House LLC6,322$2.08M0.1%N/A0.023%
2/5/2024Retirement Systems of Alabama52,367$17.24M0.1%+0.1%0.190%
(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, 414 institutional investors and hedge funds held shares of Lithia Motors. The most heavily invested institutionals were Vanguard Group Inc. ($929.68M), 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 Royal London Asset Management Ltd. ($203.12M).Learn more on LAD's institutional investors.

Which institutional investors have been buying Lithia Motors stock?

Of the 339 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: Royal London Asset Management Ltd. ($655.39K), Conifer Management L.L.C. ($500K), MFN Partners Management LP ($451.16K), Barrow Hanley Mewhinney & Strauss LLC ($441.39K), Norges Bank ($376.51K), SRS Investment Management LLC ($362.37K), and Canada Pension Plan Investment Board ($345.20K).

How much institutional buying is happening at Lithia Motors?

Institutional investors have bought a total of 8,054,690 shares in the last 24 months. This purchase volume represents approximately $2.09B in transactions.

Which Lithia Motors major shareholders have been selling company stock?

Of the 235 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), Viking Global Investors LP ($474.18K), Neuberger Berman Group LLC ($435.61K), Pacer Advisors Inc. ($400.95K), River Road Asset Management LLC ($200.21K), Baupost Group LLC MA ($184.96K), and Iridian Asset Management LLC CT ($137.63K).

How much institutional selling is happening at Lithia Motors?

Institutional investors have sold a total of 5,101,582 shares in the last 24 months. This volume of shares sold represents approximately $1.34B in transactions.


This page (NYSE:LAD) was last updated on 4/25/2024 by MarketBeat.com Staff

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