Lithia Motors (LAD) Institutional Ownership

$262.21
+2.74 (+1.06%)
(As of 02:18 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
205
Total
Institutional Inflows
(last 12 months)
$991.91M
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$490.06M
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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
5/9/2024Blair William & Co. IL836$251K0.0%-5.7%0.003%
5/9/2024Orion Portfolio Solutions LLC9,882$2.97M0.0%-27.6%0.036%
5/9/2024First Eagle Investment Management LLC30,890$9.29M0.0%+53.5%0.113%
5/9/2024State Board of Administration of Florida Retirement System19,315$5.81M0.0%-29.5%0.070%
5/9/2024Camelot Portfolios LLC2,476$745K0.7%-14.4%0.009%
5/8/2024ProShare Advisors LLC1,343$404K0.0%-7.2%0.005%
5/8/2024US Bancorp DE1,872$563K0.0%-5.5%0.007%
5/8/2024Russell Investments Group Ltd.203,062$61.32M0.1%+11.2%0.741%
5/8/2024 Qsemble Capital Management LP1,051$316K0.1%N/A0.004%
5/8/2024 Inspire Investing LLC5,065$1.52M0.2%+11.6%0.018%
5/8/2024 Inspire Advisors LLC692$208K0.0%+12.0%0.003%
5/7/2024 Sei Investments Co.37,861$11.39M0.0%-20.4%0.138%
5/7/2024 Steamboat Capital Partners LLC30,563$9.20M3.2%+1.7%0.112%
5/7/2024 Oppenheimer Asset Management Inc.5,667$1.71M0.0%-34.4%0.021%
5/6/2024 Quantbot Technologies LP7,183$2.16M0.1%+1,270.8%0.026%
5/6/2024 Envestnet Portfolio Solutions Inc.1,374$413K0.0%-34.4%0.005%
5/6/2024 Texas Permanent School Fund Corp24,085$7.25M0.1%+1.4%0.088%
5/3/2024 Central Pacific Bank Trust Division655$194K0.0%N/A0.002%
5/2/2024 Mutual of America Capital Management LLC16,396$4.93M0.1%-3.7%0.060%
5/2/2024 FORA Capital LLC3,255$979K0.1%-37.1%0.012%
5/2/2024 Daiwa Securities Group Inc.4,404$1.33M0.0%+7.8%0.016%
5/2/2024 Haverford Trust Co947$285K0.0%-42.4%0.003%
5/2/2024 Consolidated Planning Corp812$244K0.0%N/A0.003%
5/2/2024 Moloney Securities Asset Management LLC3,146$947K0.1%-2.1%0.011%
5/2/2024 Iridian Asset Management LLC CT68,837$20.71M4.1%+9.8%0.250%
5/1/2024 Janney Montgomery Scott LLC1,114$335K0.0%+34.4%0.004%
5/1/2024 BNP Paribas Financial Markets19,138$5.76M0.0%+132.9%0.070%
4/30/2024 Retirement Systems of Alabama52,459$15.78M0.1%+0.2%0.191%
4/30/2024 Van ECK Associates Corp14,737$4.43M0.0%+39.0%0.054%
4/30/2024 Allspring Global Investments Holdings LLC368$111K0.0%-44.6%0.001%
4/29/2024 Principal Financial Group Inc.103,629$31.18M0.0%+2.6%0.376%
4/26/2024 Yousif Capital Management LLC13,252$3.99M0.0%-1.6%0.048%
4/26/2024 SYSTM Wealth Solutions LLC102$31K0.0%-74.3%0.000%
4/25/2024 Bridges Investment Management Inc.73,498$22.11M0.7%+40.3%0.267%
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%
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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%
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%
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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%
2/9/2024 Commerce 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%
2/9/2024 Assetmark 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%
(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, 413 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 332 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 8,052,029 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 236 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 ($131.71K).

How much institutional selling is happening at Lithia Motors?

Institutional investors have sold a total of 5,046,995 shares in the last 24 months. This volume of shares sold represents approximately $1.32B in transactions.


This page (NYSE:LAD) was last updated on 5/9/2024 by MarketBeat.com Staff

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