LAD · Company research
Lithia Motors, Inc. (LAD): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableConsumer
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56091 | 16294 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2318 | 673356 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7795009 | 26834 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| ATLAS CAPITAL ADVISORS INC. | 1434165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 249 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 127 | 36892 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10080 | 2928 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18884 | 5485616 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94 | 27305 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 4357 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| MOTCO | 1306333 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 290 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1241 | 360498 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6910 | 2007 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2520 | 732 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| First Command Advisory Services, Inc. | 1727336 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 2324 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| COOKE & BIELER LP | 24386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 306231 | 88957043 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| DANSKE BANK A/S | 800177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 11620 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS INVESTMENTS INC | 1259969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 6100 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| THOMPSON SIEGEL & WALMSLEY LLC | 1008322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 176522 | 51278 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23939 | 6954 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4713 | 1369079 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7297 | 2120 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121 | 35149 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Catalyst Funds Management Pty Ltd | 1896150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1081 | 314020 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| COOPERMAN LEON G | 898382 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 340000 | 98766600 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138177 | 40139037 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| J.Safra Asset Management Corp | 1535293 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 4938 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CHILTON INVESTMENT CO INC. | 1332632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9665 | 2807586 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 778 | 226001 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| River Road Asset Management, LLC | 1341401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 682689 | 198314328 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13872 | 4030 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80178 | 23297546 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29 | 8424 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 188089 | 54940656 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49 | 14234 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ARISTEIA CAPITAL, L.L.C. | 1080171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1078 | 313148 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOOMIS SAYLES & CO L P | 312348 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1206 | 350345 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legato Capital Management LLC | 1442641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2576 | 748302 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| LYRICAL ASSET MANAGEMENT LP | 1542302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 498050 | 144678545 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bridge City Capital, LLC | 1713521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22656 | 6581341 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HENNESSY ADVISORS INC | 1145255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106800 | 31024332 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Madison Asset Management, LLC | 1299351 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 230604 | 66988057 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| INNEALTA CAPITAL, LLC | 1752579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 703 | 204214 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6970 | 2024715 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7038 | 2044469 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39506 | 11476098 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MANNING & NAPIER ADVISORS LLC | 62039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 2914 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 332695 | 96676072 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 473 | 137402 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10975 | 3188128 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1187 | 344812 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 491 | 142630 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Fulcrum Asset Management LLP | 1353395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1004 | 292525 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| UNION SAVINGS BANK | 1985855 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 2614 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Yorktown Management & Research Co Inc | 1313559 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2100 | 610029 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Hennessy Advisors, Inc. | 1145255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106800 | 31024332000 | — | — | — | Jul 16, 2026 | SEC_13F_HR |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10252 | 2978103 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Ethic Inc. | 1780570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 782 | 227164 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16064 | 4666431 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 690 | 200 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FIRST COMMUNITY TRUST NA | 1130344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 2905 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 874791 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5985 | 1738583 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3679 | 1068713 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Redwood Investment Management, LLC | 1717479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4098 | 1190 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Red Spruce Capital, LLC | 1795356 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9348 | 2715501 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4262 | 1238 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19925 | 5788013 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48800 | 14175912 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 1743 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 675 | 196081 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159 | 46188 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Life Cycle Investment Partners Ltd | 2072459 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 209362 | 60817567 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65 | 18976 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5400 | 1568646 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3500 | 1016715 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pinnacle Bancorp, Inc. | 1703383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 6100 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2880 | 719 | — | — | — | Jun 18, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85375 | 21312417 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Hennessy Advisors, Inc. | 1145255 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106800 | 26670096000 | — | — | — | Apr 21, 2026 | SEC_13F_HR |
| NewEdge Advisors, LLC | 1633516 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65 | 16283 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| Redwood Investment Management, LLC | 1717479 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4164 | 1040 | — | — | — | Jun 24, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.