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Lithia Motors (LAD) Institutional Ownership

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$346.53 +1.05 (+0.31%)
As of 01/23/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
184
Total
Institutional Inflows
(last 12 months)
$885.73M
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$523.69M
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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
1/23/2025Moody Aldrich Partners LLC625$223K0.0%N/A0.002%
1/22/2025 Mount Yale Investment Advisors LLC1,434$513K0.0%-2.4%0.005%
1/22/2025 KBC Group NV1,051$376K0.0%+35.4%0.004%
1/22/2025 Blue Trust Inc.297$106K0.0%+48.5%0.001%
1/21/2025 First Citizens Bank & Trust Co.767$274K0.0%+14.8%0.003%
1/21/2025 Exchange Traded Concepts LLC3,065$1.10M0.0%-24.3%0.012%
1/17/2025 Inspire Investing LLC4,361$1.56M0.2%-11.5%0.016%
1/17/2025 Whalen Wealth Management Inc.693$248K0.2%N/A0.003%
1/17/2025 Janney Montgomery Scott LLC4,696$1.68M0.0%+3.2%0.018%
1/17/2025 SG Americas Securities LLC1,026$367K0.0%-63.7%0.004%
1/17/2025 Nisa Investment Advisors LLC2,770$990K0.0%+1,073.7%0.010%
1/17/2025 Red Spruce Capital LLC9,100$3.25M1.4%+11.0%0.034%
1/17/2025 Atomi Financial Group Inc.566$202K0.0%N/A0.002%
1/17/2025 Perpetual Ltd98,691$35.28M0.4%-0.7%0.370%
1/16/2025 Crossmark Global Holdings Inc.2,312$826K0.0%-6.5%0.009%
1/16/2025 UMB Bank n.a.124$44K0.0%+69.9%0.000%
1/15/2025 Wedge Capital Management L L P NC130,109$46.51M0.8%N/A0.488%
1/14/2025 Sendero Wealth Management LLC13,638$4.88M0.7%+4.6%0.051%
1/14/2025 Burney Co.1,193$426K0.0%-31.2%0.004%
1/10/2025 Harbor Capital Advisors Inc.6,461$2.31M0.1%+19.6%0.024%
1/3/2025 Everence Capital Management Inc.650$232K0.0%N/A0.002%
1/3/2025 GAMMA Investing LLC167$60K0.0%+30.5%0.001%
12/26/2024JPMorgan Chase & Co.259,916$82.56M0.0%+17.0%0.976%
12/19/2024Principal Financial Group Inc.61,963$19.68M0.0%-32.1%0.233%
12/6/2024Logan Capital Management Inc.49,248$15.64M0.6%-1.0%0.185%
12/6/2024Retirement Systems of Alabama75,984$24.14M0.1%+46.9%0.285%
11/27/2024Franklin Resources Inc.95,899$29.59M0.0%+2.4%0.360%
11/25/2024Tidal Investments LLC3,927$1.25M0.0%+19.8%0.015%
11/25/2024Wilmington Savings Fund Society FSB683$217K0.0%N/A0.003%
11/18/2024Arete Wealth Advisors LLC9,581$3.04M0.3%-20.5%0.036%
11/18/2024Teachers Retirement System of The State of Kentucky8,772$2.79M0.0%-2.7%0.033%
11/18/2024Coldstream Capital Management Inc.695$223K0.0%N/A0.003%
11/16/2024Geode Capital Management LLC446,648$141.91M0.0%-1.1%1.677%
11/15/2024M&T Bank Corp1,911$607K0.0%+2.6%0.007%
11/15/2024Public Employees Retirement System of Ohio9,840$3.13M0.0%-4.8%0.037%
11/15/2024MML Investors Services LLC950$302K0.0%-13.2%0.004%
11/15/2024Orion Portfolio Solutions LLC1,351$429K0.0%-79.4%0.005%
11/15/2024National Bank of Canada FI631$200K0.0%-32.6%0.002%
11/15/2024Castleark Management LLC8,570$2.72M0.1%N/A0.032%
11/15/2024Wellington Management Group LLP9,598$3.05M0.0%-32.2%0.036%
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11/15/2024Wexford Capital LP1,597$507K0.1%N/A0.006%
11/15/2024Tensile Capital Management LP261,527$83.07M9.0%+2.4%0.982%
11/15/2024State Street Corp827,908$262.98M0.0%-0.3%3.108%
11/15/2024Stifel Financial Corp17,265$5.48M0.0%+122.1%0.065%
11/15/2024Quadrature Capital Ltd2,266$720K0.0%N/A0.009%
11/15/2024Quantinno Capital Management LP1,084$344K0.0%-10.2%0.004%
11/15/2024Readystate Asset Management LP1,612$512K0.0%N/A0.006%
11/15/2024Royal London Asset Management Ltd.306,880$97.48M0.2%-45.5%1.152%
11/15/2024Point72 DIFC Ltd1,724$548K0.0%+204.1%0.006%
11/15/2024Janus Henderson Group PLC15,582$4.95M0.0%-1.9%0.058%
11/15/2024HITE Hedge Asset Management LLC107,629$34.19M3.9%+5,233.4%0.404%
11/15/2024Hotchkis & Wiley Capital Management LLC70,397$22.36M0.1%-0.3%0.264%
11/15/2024HighTower Advisors LLC1,275$410K0.0%-10.4%0.005%
11/15/2024HighVista Strategies LLC6,000$1.91M0.7%N/A0.023%
11/15/2024Holocene Advisors LP22,149$7.04M0.0%+71.9%0.083%
11/15/2024Centiva Capital LP3,043$967K0.0%N/A0.011%
11/15/2024Concentric Capital Strategies LP10,105$3.21M0.1%N/A0.038%
11/15/2024Benjamin Edwards Inc.663$211K0.0%N/A0.002%
11/15/2024Paloma Partners Management Co1,700$540K0.0%N/A0.006%
11/15/2024Point72 Asia Singapore Pte. Ltd.1,981$629K0.1%+523.0%0.007%
11/14/2024Timber Creek Capital Management LLC9,344$2.97M0.8%+23.8%0.035%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp173,500$55.11M0.3%+7.3%0.651%
11/14/2024Eventide Asset Management LLC214,882$68.26M1.2%-12.5%0.807%
11/14/2024Verition Fund Management LLC126,909$40.31M0.2%+1,960.2%0.476%
11/14/2024Captrust Financial Advisors2,687$853K0.0%+4.0%0.010%
11/14/2024Capstone Investment Advisors LLC2,300$731K0.0%N/A0.009%
11/14/2024Isthmus Partners LLC1,097$348K0.0%N/A0.004%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC68,448$21.74M0.0%+0.3%0.257%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank5,804$1.84M0.0%+2.0%0.022%
11/14/2024FORA Capital LLC2,050$651K0.1%-12.3%0.008%
11/14/2024MetLife Investment Management LLC13,828$4.39M0.0%-4.1%0.052%
11/14/2024CreativeOne Wealth LLC1,453$462K0.0%+15.3%0.005%
11/13/2024BNP Paribas Financial Markets10,065$3.20M0.0%-48.0%0.038%
11/13/2024D.A. Davidson & CO.1,383$439K0.0%-90.6%0.005%
11/13/2024FMR LLC753,067$239.20M0.0%+12.8%2.827%
11/13/2024The Manufacturers Life Insurance Company165,858$52.68M0.0%-0.5%0.623%
11/12/2024Algert Global LLC28,248$8.97M0.2%+31.4%0.106%
11/12/2024Citigroup Inc.15,165$4.82M0.0%-4.6%0.057%
11/12/2024Charles Schwab Investment Management Inc.206,145$65.48M0.0%-7.5%0.774%
11/8/2024Moran Wealth Management LLC22,971$7.30M0.2%+0.5%0.086%
11/8/2024Commerce Bank642$204K0.0%N/A0.002%
11/7/2024OneAscent Financial Services LLC773$246K0.2%N/A0.003%
11/7/2024OneAscent Wealth Management LLC729$232K0.1%N/A0.003%
11/7/2024Swiss National Bank53,500$16.99M0.0%-1.3%0.201%
11/7/2024Thrivent Financial for Lutherans6,282$2.00M0.0%-5.1%0.024%
11/6/2024Mutual of America Capital Management LLC14,453$4.59M0.0%-7.9%0.054%
11/6/2024Natixis Advisors LLC82,076$26.07M0.1%N/A0.308%
11/6/2024Metis Global Partners LLC975$310K0.0%-8.8%0.004%
11/6/2024 KBC Group NV776$246K0.0%+14.1%0.003%
11/6/2024Oppenheimer Asset Management Inc.2,513$798K0.0%-41.5%0.009%
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11/5/2024Haverford Trust Co912$290K0.0%-8.7%0.003%
11/5/2024Victory Capital Management Inc.5,496$1.75M0.0%-10.4%0.021%
11/5/2024Ashton Thomas Private Wealth LLC3,440$1.09M0.1%+2.3%0.013%
11/4/2024Versor Investments LP856$272K0.0%+7.0%0.003%
11/4/2024Venturi Wealth Management LLC848$269K0.0%+4,888.2%0.003%
11/4/2024State of New Jersey Common Pension Fund D10,087$3.20M0.0%-4.3%0.038%
11/4/2024 Crossmark Global Holdings Inc.2,472$785K0.0%+51.4%0.009%
11/1/2024Atria Investments Inc3,450$1.10M0.0%-11.3%0.013%
11/1/2024Bridges Investment Management Inc.230,761$73.30M1.0%+43.5%0.863%
11/1/2024Assetmark Inc.1,316$418K0.0%-82.1%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, 370 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 ($429.39M), Brave Warrior Advisors LLC ($271.32M), State Street Corp ($262.98M), Dimensional Fund Advisors LP ($256.62M), and FMR LLC ($239.20M).Learn more on LAD's institutional investors.

Which institutional investors have been buying Lithia Motors stock?

Of the 305 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), Canada Pension Plan Investment Board ($394.14K), Norges Bank ($376.51K), SRS Investment Management LLC ($362.37K), MFN Partners Management LP ($351.16K), Barrow Hanley Mewhinney & Strauss LLC ($334.76K), and River Road Asset Management LLC ($333.85K).

How much institutional buying is happening at Lithia Motors?

Institutional investors have bought a total of 7,152,618 shares in the last 24 months. This purchase volume represents approximately $1.94B in transactions.

Which Lithia Motors major shareholders have been selling company stock?

Of the 210 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: MFN Partners Management LP ($661.08K), Neuberger Berman Group LLC ($422.40K), Royal London Asset Management Ltd. ($420.44K), Pacer Advisors Inc. ($400.95K), River Road Asset Management LLC ($199.30K), Baupost Group LLC MA ($184.96K), and Point72 Asset Management L.P. ($158.45K).

How much institutional selling is happening at Lithia Motors?

Institutional investors have sold a total of 4,449,471 shares in the last 24 months. This volume of shares sold represents approximately $1.17B in transactions.



This page (NYSE:LAD) was last updated on 1/24/2025 by MarketBeat.com Staff
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