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Lithia Motors (LAD) Institutional Ownership

Lithia Motors logo
$390.95 +8.45 (+2.21%)
(As of 11/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
184
Total
Institutional Inflows
(last 12 months)
$833.33M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$517.46M
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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
11/18/2024 Arete Wealth Advisors LLC9,581$3.04M0.3%-20.5%0.036%
11/18/2024 Teachers Retirement System of The State of Kentucky8,772$2.79M0.0%-2.7%0.033%
11/18/2024 Coldstream Capital Management Inc.695$223K0.0%N/A0.003%
11/16/2024 Geode Capital Management LLC446,648$141.91M0.0%-1.1%1.677%
11/15/2024 M&T Bank Corp1,911$607K0.0%+2.6%0.007%
11/15/2024 Public Employees Retirement System of Ohio9,840$3.13M0.0%-4.8%0.037%
11/15/2024 MML Investors Services LLC950$302K0.0%-13.2%0.004%
11/15/2024 Orion Portfolio Solutions LLC1,351$429K0.0%-79.4%0.005%
11/15/2024 National Bank of Canada FI631$200K0.0%-32.6%0.002%
11/15/2024 Castleark Management LLC8,570$2.72M0.1%N/A0.032%
11/15/2024 Wellington Management Group LLP9,598$3.05M0.0%-32.2%0.036%
11/15/2024 Wexford Capital LP1,597$507K0.1%N/A0.006%
11/15/2024 Tensile Capital Management LP261,527$83.07M9.0%+2.4%0.982%
11/15/2024 State Street Corp827,908$262.98M0.0%-0.3%3.108%
11/15/2024 Stifel Financial Corp17,265$5.48M0.0%+122.1%0.065%
11/15/2024 Quadrature Capital Ltd2,266$720K0.0%N/A0.009%
11/15/2024 Quantinno Capital Management LP1,084$344K0.0%-10.2%0.004%
11/15/2024 Readystate Asset Management LP1,612$512K0.0%N/A0.006%
11/15/2024 Royal London Asset Management Ltd.306,880$97.48M0.2%-45.5%1.152%
11/15/2024 Point72 DIFC Ltd1,724$548K0.0%+204.1%0.006%
11/15/2024 Janus Henderson Group PLC15,582$4.95M0.0%-1.9%0.058%
11/15/2024 HITE Hedge Asset Management LLC107,629$34.19M3.9%+5,233.4%0.404%
11/15/2024 Hotchkis & Wiley Capital Management LLC70,397$22.36M0.1%-0.3%0.264%
11/15/2024 HighTower Advisors LLC1,275$410K0.0%-10.4%0.005%
11/15/2024 HighVista Strategies LLC6,000$1.91M0.7%N/A0.023%
11/15/2024 Holocene Advisors LP22,149$7.04M0.0%+71.9%0.083%
11/15/2024 Centiva Capital LP3,043$967K0.0%N/A0.011%
11/15/2024 Concentric Capital Strategies LP10,105$3.21M0.1%N/A0.038%
11/15/2024 Benjamin Edwards Inc.663$211K0.0%N/A0.002%
11/15/2024 Paloma Partners Management Co1,700$540K0.0%N/A0.006%
11/15/2024 Point72 Asia Singapore Pte. Ltd.1,981$629K0.1%+523.0%0.007%
11/14/2024 Timber Creek Capital Management LLC9,344$2.97M0.8%+23.8%0.035%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp173,500$55.11M0.3%+7.3%0.651%
11/14/2024 Eventide Asset Management LLC214,882$68.26M1.2%-12.5%0.807%
11/14/2024 Verition Fund Management LLC126,909$40.31M0.2%+1,960.2%0.476%
11/14/2024 Captrust Financial Advisors2,687$853K0.0%+4.0%0.010%
11/14/2024 Capstone Investment Advisors LLC2,300$731K0.0%N/A0.009%
11/14/2024 Isthmus Partners LLC1,097$348K0.0%N/A0.004%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC68,448$21.74M0.0%+0.3%0.257%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 5,804$1.84M0.0%+2.0%0.022%
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11/14/2024 FORA Capital LLC2,050$651K0.1%-12.3%0.008%
11/14/2024 MetLife Investment Management LLC13,828$4.39M0.0%-4.1%0.052%
11/14/2024 CreativeOne Wealth LLC1,453$462K0.0%+15.3%0.005%
11/13/2024 BNP Paribas Financial Markets10,065$3.20M0.0%-48.0%0.038%
11/13/2024 D.A. Davidson & CO.1,383$439K0.0%-90.6%0.005%
11/13/2024 FMR LLC753,067$239.20M0.0%+12.8%2.827%
11/13/2024 The Manufacturers Life Insurance Company 165,858$52.68M0.0%-0.5%0.623%
11/12/2024 Algert Global LLC28,248$8.97M0.2%+31.4%0.106%
11/12/2024 Citigroup Inc.15,165$4.82M0.0%-4.6%0.057%
11/12/2024 Charles Schwab Investment Management Inc.206,145$65.48M0.0%-7.5%0.774%
11/8/2024 Moran Wealth Management LLC22,971$7.30M0.2%+0.5%0.086%
11/8/2024 Commerce Bank642$204K0.0%N/A0.002%
11/7/2024 OneAscent Financial Services LLC773$246K0.2%N/A0.003%
11/7/2024 OneAscent Wealth Management LLC729$232K0.1%N/A0.003%
11/7/2024 Swiss National Bank53,500$16.99M0.0%-1.3%0.201%
11/7/2024 Thrivent Financial for Lutherans6,282$2.00M0.0%-5.1%0.024%
11/6/2024 Mutual of America Capital Management LLC14,453$4.59M0.0%-7.9%0.054%
11/6/2024 Natixis Advisors LLC82,076$26.07M0.1%N/A0.308%
11/6/2024 Metis Global Partners LLC975$310K0.0%-8.8%0.004%
11/6/2024 KBC Group NV776$246K0.0%+14.1%0.003%
11/6/2024 Oppenheimer Asset Management Inc.2,513$798K0.0%-41.5%0.009%
11/5/2024 Haverford Trust Co912$290K0.0%-8.7%0.003%
11/5/2024 Victory Capital Management Inc.5,496$1.75M0.0%-10.4%0.021%
11/5/2024 Ashton Thomas Private Wealth LLC3,440$1.09M0.1%+2.3%0.013%
11/4/2024 Versor Investments LP856$272K0.0%+7.0%0.003%
11/4/2024 Venturi Wealth Management LLC848$269K0.0%+4,888.2%0.003%
11/4/2024 State 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%
11/1/2024 Atria Investments Inc3,450$1.10M0.0%-11.3%0.013%
11/1/2024 Bridges Investment Management Inc.230,761$73.30M1.0%+43.5%0.863%
11/1/2024 Assetmark Inc.1,316$418K0.0%-82.1%0.005%
11/1/2024 Financial Strategies Group Inc.1,631$503K0.1%N/A0.006%
10/31/2024 Consolidated Planning Corp1,857$590K0.1%N/A0.007%
10/31/2024 Principal Financial Group Inc.61,963$19.68M0.0%-32.1%0.232%
10/31/2024 Malaga Cove Capital LLC1,001$318K0.1%-4.0%0.004%
10/30/2024 River Road Asset Management LLC365,184$116.00M1.5%+27.5%1.366%
10/30/2024 Amalgamated Bank12,761$4.05M0.0%-25.6%0.048%
10/30/2024 QRG Capital Management Inc.2,071$658K0.0%+17.2%0.008%
10/29/2024 Innealta Capital LLC1,024$325K0.1%-12.2%0.004%
10/29/2024 Van ECK Associates Corp19,375$6.50M0.0%+18.0%0.072%
10/29/2024 Harbor Capital Advisors Inc.5,401$1.72M0.1%+124.6%0.020%
10/29/2024 Janney Montgomery Scott LLC4,549$1.45M0.0%+120.7%0.017%
10/28/2024 Stephens Inc. AR696$221K0.0%N/A0.003%
10/28/2024 US Bancorp DE1,572$499K0.0%-6.7%0.006%
10/25/2024 Iridian Asset Management LLC CT65,641$20.85M4.5%-10.1%0.240%
10/25/2024 First Trust Direct Indexing L.P.844$268K0.0%N/A0.003%
10/25/2024 New York State Teachers Retirement System34,230$10.87M0.0%-8.1%0.125%
10/24/2024 Nisa Investment Advisors LLC236$75K0.0%-79.2%0.001%
10/24/2024 State of Alaska Department of Revenue3,110$987K0.0%+4.5%0.011%
10/24/2024 Bristlecone Advisors LLC2,365$751K0.1%+78.5%0.009%
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10/24/2024 Wealth Enhancement Advisory Services LLC780$248K0.0%N/A0.003%
10/23/2024 Louisiana State Employees Retirement System7,400$2.35M0.0%-5.1%0.027%
10/23/2024 Mount Yale Investment Advisors LLC1,470$467K0.0%-18.4%0.005%
10/23/2024 Values First Advisors Inc.2,290$727K0.4%-9.2%0.008%
10/23/2024 Hennion & Walsh Asset Management Inc.730$234K0.0%N/A0.003%
10/22/2024 Signaturefd LLC249$79K0.0%+23.9%0.001%
10/21/2024 Koss Olinger Consulting LLC3,510$1.12M0.1%-6.5%0.013%
10/18/2024Chicago Capital LLC217,102$68.96M1.9%+1.2%0.792%
10/18/2024Harfst & Associates Inc.34,786$11.05M2.5%+392.7%0.127%
10/18/2024Raymond James & Associates34,161$10.85M0.0%+10.6%0.125%
(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, 366 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 299 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 6,994,028 shares in the last 24 months. This purchase volume represents approximately $1.87B 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 4,514,252 shares in the last 24 months. This volume of shares sold represents approximately $1.18B in transactions.



This page (NYSE:LAD) was last updated on 11/23/2024 by MarketBeat.com Staff
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