Lithia Motors Inc (LAD) Ownership

292.87 ↑0.70 (0.24%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Lithia Motors Inc (LAD), owning a total of 2.7 million shares. Combined, the top 36 institutional holders of LAD own 97.62% of the company with a total of 25.8 million shares.

In the latest ownership report on December 31st 2024, the top 36 institutional holders decreased their combined ownership of LAD by 91 thousand shares. 9 institutions bought 844,867 total additional shares and increased their ownership by an average of 66.28%. However 10 institutions sold 935,855 total shares and decreased their ownership by an average of 13.04%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Lithia Motors decreased by a net total of -90,988 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.321%-0.134%2,711,609-3,6282024-12-31
Pamet Capital Management, LP9.102%0.000%2,391,18802024-12-31
BlackRock Inc8.953%1.818%2,352,11441,9912024-12-31
Harris Associates L.P.7.422%-4.478%1,949,983-91,4102024-12-31
Barrow Hanley Mewhinney & Strauss LLC6.121%-1.818%1,608,133-29,7702024-12-31
Dimensional Fund Advisors, Inc.4.547%2.316%1,194,53927,0352024-12-31
State Street Corp3.225%2.324%847,14819,2402024-12-31
FMR Inc2.393%-16.513%628,717-124,3502024-12-31
Brave Warrior Advisors LLC2.332%-28.317%612,566-241,9852024-12-31
Canada Pension Plan Investment Board2.202%-14.903%578,411-101,3002024-12-31
Lyrical Asset Management LP1.943%2.341%510,38811,6742024-12-31
Conifer Management, LLC1.903%-28.571%500,000-200,0002024-12-31
Steadfast Capital Management LLC1.752%137.778%460,298266,7152024-12-31
Morgan Stanley - Brokerage Accounts1.727%17.702%453,65268,2292024-12-31
Geode Capital Management, LLC1.676%-1.422%440,297-6,3512024-12-31
NORGES BANK1.627%22.745%427,36279,1912024-12-31
Royal London Asset Management Ltd1.378%17.969%362,02255,1422024-12-31
Hotchkis & Wiley Capital Management LLC1.317%391.565%346,047275,6502024-12-31
River Road Asset Management, LLC1.243%-10.564%326,606-38,5782024-12-31
Cooperman Leon G1.209%-23.669%317,602-98,4832024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.321%-0.134%2,711,609-3,6282024-12-31
Pamet Capital Management, LP9.102%0.000%2,391,18802024-12-31
BlackRock Inc8.953%1.818%2,352,11441,9912024-12-31
Harris Associates L.P.7.422%-4.478%1,949,983-91,4102024-12-31
Barrow Hanley Mewhinney & Strauss LLC6.121%-1.818%1,608,133-29,7702024-12-31
Dimensional Fund Advisors, Inc.4.547%2.316%1,194,53927,0352024-12-31
MFN Partners Management, LP3.341%-42.621%890,000-661,0772024-06-30
State Street Corp3.225%2.324%847,14819,2402024-12-31
State Street Corporation3.129%2.587%838,44421,1402024-03-31
FMR Inc2.393%-16.513%628,717-124,3502024-12-31
Brave Warrior Advisors LLC2.332%-28.317%612,566-241,9852024-12-31
Canada Pension Plan Investment Board2.202%-14.903%578,411-101,3002024-12-31
AllianceBernstein L.P.1.990%-5.409%532,160-30,4322024-03-31
JPMorgan Chase & Co1.952%16.953%519,83275,3542024-09-30
Neuberger Berman Group LLC1.864%-0.679%512,170-3,5002022-09-30
Lyrical Asset Management LP1.943%2.341%510,38811,6742024-12-31
Conifer Management, LLC1.903%-28.571%500,000-200,0002024-12-31
Steadfast Capital Management LLC1.752%137.778%460,298266,7152024-12-31
Morgan Stanley - Brokerage Accounts1.727%17.702%453,65268,2292024-12-31
Geode Capital Management, LLC1.676%-1.422%440,297-6,3512024-12-31
NORGES BANK1.627%22.745%427,36279,1912024-12-31
Southpoint Capital Advisors LP1.463%-50.309%400,000-404,9742022-06-30
GW&K Investment Management, LLC1.397%-4.588%382,730-18,4042023-12-31
SRS Investment Management, LLC1.317%0.000%362,36702023-09-30
Royal London Asset Management Ltd1.378%17.969%362,02255,1422024-12-31
Cardinal Capital Management Llc1.289%-7.348%354,344-28,1012023-03-31
Hotchkis & Wiley Capital Management LLC1.317%391.565%346,047275,6502024-12-31
Balyasny Asset Management LLC1.241%127.816%330,479185,4152024-09-30
River Road Asset Management, LLC1.243%-10.564%326,606-38,5782024-12-31
Cadian Capital Management LP1.194%0.000%320,00002024-03-31
Cooperman Leon G1.209%-23.669%317,602-98,4832024-12-31
Tensile Capital Management LLC1.024%0.000%279,91202022-09-30
Millennium Management LLC1.043%107.099%277,744143,6322024-09-30
Frontier Capital Management CO Inc1.025%33.981%273,12569,2712024-09-30
Park West Asset Management LLC0.986%-41.436%269,618-190,7652022-09-30
Bank of New York Mellon Corp0.978%2.113%260,4705,3902024-06-30

Mutual Fund Ownership

Oakmark Select Investor is the biggest individual fund holder of Lithia Motors Inc (LAD), owning a total of 1.3 million shares. Combined, the top 36 mutual fund holders of LAD own 43.45% of the company with a total of 11.5 million shares.

In the latest ownership report on March 31st 2025, the top 36 fund holders increased their combined ownership of LAD by 10 thousand shares. 2 funds bought 1,882 total additional shares and increased their ownership by an average of 0.20%. However 2 funds sold 11,795 total shares and decreased their ownership by an average of 3.61%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Lithia Motors decreased by a net total of -9,913 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.312%0.177%870,0351,5412025-03-31
Lyrical U.S. Value Equity - CS0.750%-0.753%197,037-1,4952025-03-31
Dimensional US Targeted Value ETF0.612%0.000%160,80902025-03-31
iShares S&P Mid-Cap 400 Value ETF0.572%0.227%150,2833412025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I0.567%-6.467%148,979-10,3002025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Oakmark Select Investor4.846%-1.994%1,273,100-25,9002024-12-31
iShares Core S&P Mid-Cap ETF3.312%0.177%870,0351,5412025-03-31
Vanguard US Total Market Shares ETF3.227%-1.981%847,885-17,1402024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr3.075%1.431%846,24211,9422023-03-31
Vanguard Total Stock Mkt Idx Inv3.191%0.498%838,3944,1502025-02-28
Vanguard Small Cap Index2.588%0.080%680,0405462025-02-28
Vanguard Small Cap Value Index Inv1.705%-0.350%447,915-1,5722025-02-28
Vanguard Institutional Extnd Mkt Idx Tr1.541%0.349%404,8931,4092025-02-28
Vanguard Extended Market Index Investor1.394%0.322%384,2171,2342023-08-31
Neuberger Berman Genesis Inv1.031%-0.742%281,840-2,1072022-09-30
DFA US Small Cap Value I1.057%6.199%277,70416,2112025-02-28
Barrow Hanley Global Value Equity0.982%-0.282%257,902-7282024-12-31
Oakmark Equity And Income Investor0.938%-16.875%246,300-50,0002024-12-31
Harris Assoc. Oakmark Eq & Inc CIT0.938%-16.875%246,300-50,0002024-12-31
SPDR® S&P MIDCAP 400 ETF Trust0.819%0.957%215,1912,0392025-02-28
DFA US Targeted Value I0.754%0.000%197,96502025-02-28
Lyrical U.S. Value Equity - CS0.750%-0.753%197,037-1,4952025-03-31
Vanguard Windsor™ II Inv0.731%0.000%192,000192,0002024-12-31
Fidelity® Value0.665%1.104%183,1002,0002023-11-30
Cardinal Capital SMID Cap Value Equity0.632%-12.247%173,252-24,1802024-03-31
Eventide Gilead N0.651%0.000%171,07602024-12-31
Fidelity Value0.630%-9.171%165,400-16,7002025-01-31
AB Small Cap Growth A0.591%-0.763%162,647-1,2502023-09-30
Bridge Builder Large Cap Value0.614%0.000%161,34102025-01-31
Dimensional US Targeted Value ETF0.612%0.000%160,80902025-03-31
WEDGE QVM-Large Cap Value0.583%42.918%159,36547,8572022-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.606%0.126%159,2792002025-02-28
iShares S&P Mid-Cap 400 Value ETF0.572%0.227%150,2833412025-03-31
Lyrical U.S. Value Equity – EQ0.559%-3.878%149,423-6,0282024-06-30
JHancock Small Cap Core NAV0.567%2.303%149,0223,3552025-01-31
State St Russell Sm/Mid Cp® Indx SL Cl I0.567%-6.467%148,979-10,3002025-03-31
Fidelity Extended Market Index0.557%-0.135%148,359-2002024-11-30
Vanguard Dividend Appreciation ETF0.559%0.341%146,8024992025-02-28
State St S&P Midcap® Indx SL Cl II0.530%1.602%145,8602,3002023-05-31
Madison Mid Cap Y0.552%6.224%145,0948,5012025-02-28
AB Discovery Growth A0.529%1.425%144,4902,0302022-11-30

Discussions

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LongUsername

$LAD so tired of this pos let's fly already

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ihatenewegg

$LAD so tired of this pos let's fly already

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micmic

$LAD ATH tomorrow we can do it

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