Lithia Motors Ownership 2024 | Who Owns Lithia Motors Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

69.80%

Insider Ownership

2.02%

Retail Ownership

28.19%

Institutional Holders

268.00

Lithia Motors Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC10.13%0.01%2,784,960-24,315-0.87%703,063,152Jun 30, 2024
ABRAMS CAPITAL MANAGEMENT, L.P.8.70%11.80%2,391,188--603,655,411Jun 30, 2024
BLACKROCK INC.8.56%0.01%2,353,792-17,879-0.75%594,214,872Jun 30, 2024
HARRIS ASSOCIATES L P7.34%0.86%2,017,367-43,606-2.12%509,284,299Jun 30, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC6.19%1.47%1,700,893217,86714.69%429,390,438Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.70%0.07%1,016,520203,54325.04%256,621,024Jun 30, 2024
MFN PARTNERS MANAGEMENT, LP3.24%7.62%890,000-661,077-42.62%224,680,500Jun 30, 2024
BRAVE WARRIOR ADVISORS, LLC3.11%4.78%855,17287,67111.42%215,888,171Jun 30, 2024
STATE STREET CORP3.02%0.01%830,155-8,289-0.99%209,572,630,000Jun 30, 2024
CONIFER MANAGEMENT, L.L.C.2.55%21.67%700,000--176,715,000Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD2.51%0.17%690,311-37,538-5.16%174,269,012Jun 30, 2024
FMR LLC2.43%0.01%667,48822,6593.51%168,507,381Jun 30, 2024
ROYAL LONDON ASSET MANAGEMENT LTD2.05%0.36%562,827-68,203-10.81%142,085,676Jun 30, 2024
LYRICAL ASSET MANAGEMENT LP1.89%2.11%520,905-10,987-2.07%131,502,467Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.64%0.01%451,7169,3072.10%114,066,643Jun 30, 2024
COOPERMAN LEON G1.51%4.43%416,085--105,040,658Jun 30, 2024
MORGAN STANLEY1.49%0.01%410,081-15,191-3.57%103,525,491Jun 30, 2024
NORGES BANK1.27%0.01%348,171348,171100.00%87,895,769Jun 30, 2024
RIVER ROAD ASSET MANAGEMENT, LLC1.04%1.04%286,400208,120265.87%72,301,680Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.95%0.01%260,4705,3902.11%65,755,684Jun 30, 2024

Lithia Motors's largest institutional shareholder is VANGUARD GROUP INC, holding 10.13% of the company's total share outstanding, currently valued at $703.06M. The top 10 institutional shareholders own together 56.51% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CONIFER MANAGEMENT, L.L.C.2.55%21.67%700,000--176,715,000Jun 30, 2024
ABRAMS CAPITAL MANAGEMENT, L.P.8.70%11.80%2,391,188--603,655,411Jun 30, 2024
MFN PARTNERS MANAGEMENT, LP3.24%7.62%890,000-661,077-42.62%224,680,500Jun 30, 2024
TENSILE CAPITAL MANAGEMENT LP0.93%7.11%255,27521,3009.10%64,444,174Jun 30, 2024
BRAVE WARRIOR ADVISORS, LLC3.11%4.78%855,17287,67111.42%215,888,171Jun 30, 2024
COOPERMAN LEON G1.51%4.43%416,085--105,040,658Jun 30, 2024
IRIDIAN ASSET MANAGEMENT LLC/CT0.27%4.16%73,0404,2036.11%18,438,948Jun 30, 2024
ENGLE CAPITAL MANAGEMENT, L.P.0.16%3.67%43,000-2,000-4.44%10,855,350Jun 30, 2024
CARDINAL CAPITAL MANAGEMENT LLC /CT0.16%3.03%43,823-182,487-80.64%11,063,127Jun 30, 2024
LRT CAPITAL MANAGEMENT, LLC0.03%2.24%9,4346647.57%2,381,613Jun 30, 2024
LYRICAL ASSET MANAGEMENT LP1.89%2.11%520,905-10,987-2.07%131,502,467Jun 30, 2024
STEAMBOAT CAPITAL PARTNERS, LLC0.07%1.86%20,023-10,540-34.49%5,054,806Jun 30, 2024
EVR RESEARCH LP0.09%1.81%24,00024,000100.00%6,058,800Jun 30, 2024
CADIAN CAPITAL MANAGEMENT, LP0.52%1.78%141,750-178,250-55.70%35,784,788Jun 30, 2024
CHICAGO CAPITAL, LLC0.78%1.61%214,4367050.33%54,134,442Jun 30, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC6.19%1.47%1,700,893217,86714.69%429,390,438Jun 30, 2024
BRIDGE CITY CAPITAL, LLC0.06%1.45%17,0823,38724.73%4,312,351Jun 30, 2024
S&T BANK/PA0.07%1.23%19,051-8,814-31.63%4,809,000Jun 30, 2024
CALIFORNIA FIRST LEASING CORP0.04%1.21%10,75998010.02%2,716,110Jun 30, 2024
EVENTIDE ASSET MANAGEMENT, LLC0.89%1.06%245,690-31,062-11.22%62,024,441Jun 30, 2024

The largest Lithia Motors shareholder by % of total assets is CONIFER MANAGEMENT, L.L.C.. The company owns 700.00K shares of Lithia Motors (LAD), representing 21.67% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.27%0.01%348,171348,171100.00%87,895,769Jun 30, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC6.19%1.47%1,700,893217,86714.69%429,390,438Jun 30, 2024
RIVER ROAD ASSET MANAGEMENT, LLC1.04%1.04%286,400208,120265.87%72,301,680Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.70%0.07%1,016,520203,54325.04%256,621,024Jun 30, 2024
ADVENT INTERNATIONAL CORP/MA0.52%0.86%142,000142,000100.00%35,847,900Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.48%0.22%132,598132,598100.00%33,474,363Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.53%0.06%145,06495,379191.97%36,621,407Jun 30, 2024
J. GOLDMAN & CO LP0.33%0.66%92,00692,006100.00%23,226,915Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.49%0.02%134,11291,021211.23%33,856,574Jun 30, 2024
BRAVE WARRIOR ADVISORS, LLC3.11%4.78%855,17287,67111.42%215,888,171Jun 30, 2024
BRIDGES INVESTMENT MANAGEMENT INC0.58%0.62%160,86087,362118.86%40,609,107Jun 30, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC0.26%0.06%70,58970,589100.00%17,820,193Jun 30, 2024
BANK OF MONTREAL /CAN/0.18%0.00%48,91945,8661502.33%12,444,994Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.13%0.05%34,66234,662100.00%8,750,422Jun 30, 2024
MANUFACTURERS LIFE INSURANCE COMPANY, THE0.61%0.04%166,75527,21119.50%42,097,300Jun 30, 2024
MARSHALL WACE, LLP0.10%0.01%26,54926,549100.00%6,702,296Jun 30, 2024
EVR RESEARCH LP0.09%1.81%24,00024,000100.00%6,058,800Jun 30, 2024
FMR LLC2.43%0.01%667,48822,6593.51%168,507,381Jun 30, 2024
NORTHERN TRUST CORP0.72%0.01%198,63821,72012.28%50,146,162,000Jun 30, 2024
TENSILE CAPITAL MANAGEMENT LP0.93%7.11%255,27521,3009.10%64,444,174Jun 30, 2024

As of Jun 30 2024, Lithia Motors's largest institutional buyer is NORGES BANK. The company purchased 348.17K stocks of LAD, valued at $87.90M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MFN PARTNERS MANAGEMENT, LP3.24%7.62%890,000-661,077-42.62%224,680,500Jun 30, 2024
ALLIANCEBERNSTEIN L.P.0.18%0.00%48,507-483,653-90.88%12,245,592Jun 30, 2024
CARDINAL CAPITAL MANAGEMENT LLC /CT0.16%3.03%43,823-182,487-80.64%11,063,127Jun 30, 2024
CADIAN CAPITAL MANAGEMENT, LP0.52%1.78%141,750-178,250-55.70%35,784,788Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.05%0.01%12,727-158,448-92.56%3,212,941Jun 30, 2024
SRS INVESTMENT MANAGEMENT, LLC----142,831-100.00%-Jun 30, 2024
UBS GROUP AG----98,900-100.00%-Jun 30, 2024
FRONTIER CAPITAL MANAGEMENT CO LLC0.74%0.51%203,854-89,450-30.50%51,462,942Jun 30, 2024
ROYAL LONDON ASSET MANAGEMENT LTD2.05%0.36%562,827-68,203-10.81%142,085,676Jun 30, 2024
JPMORGAN CHASE & CO0.81%0.00%222,239-43,678-16.43%56,104,240Jun 30, 2024
HARRIS ASSOCIATES L P7.34%0.86%2,017,367-43,606-2.12%509,284,299Jun 30, 2024
SQUAREPOINT OPS LLC0.07%0.01%19,694-40,627-67.35%4,971,750Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD2.51%0.17%690,311-37,538-5.16%174,269,012Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----36,425-100.00%-Jun 30, 2024
MACQUARIE GROUP LTD----34,708-100.00%-Jun 30, 2024
EVENTIDE ASSET MANAGEMENT, LLC0.89%1.06%245,690-31,062-11.22%62,024,441Jun 30, 2024
DANA INVESTMENT ADVISORS, INC.0.03%0.07%6,976-30,712-81.49%1,761,091Jun 30, 2024
VANGUARD GROUP INC10.13%0.01%2,784,960-24,315-0.87%703,063,152Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.29%0.43%79,696-23,949-23.11%20,119,346Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.----21,900-100.00%-Jun 30, 2024

As of Jun 30 2024, Lithia Motors's biggest institutional seller is MFN PARTNERS MANAGEMENT, LP. The company sold -0.66M shares of LAD, valued at $224.68M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.27%0.01%348,171348,171100.00%87,895,769Jun 30, 2024
ADVENT INTERNATIONAL CORP/MA0.52%0.86%142,000142,000100.00%35,847,900Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.48%0.22%132,598132,598100.00%33,474,363Jun 30, 2024
J. GOLDMAN & CO LP0.33%0.66%92,00692,006100.00%23,226,915Jun 30, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC0.26%0.06%70,58970,589100.00%17,820,193Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.13%0.05%34,66234,662100.00%8,750,422Jun 30, 2024
MARSHALL WACE, LLP0.10%0.01%26,54926,549100.00%6,702,296Jun 30, 2024
EVR RESEARCH LP0.09%1.81%24,00024,000100.00%6,058,800Jun 30, 2024
YIHENG CAPITAL MANAGEMENT, L.P.0.05%0.26%13,00013,000100.00%3,281,850Jun 30, 2024
SQUAREPOINT OPS LLC0.04%0.00%11,30011,300100.00%2,852,685Jun 30, 2024
EISLER CAPITAL (US) LLC0.03%0.04%9,2629,262100.00%2,338,192Jun 30, 2024
BARCLAYS PLC0.03%0.00%8,0008,000100.00%2,020,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.03%0.00%7,5517,551100.00%1,906,250Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.0.02%0.12%5,8195,819100.00%1,469,007Jun 30, 2024
SEMANTEON CAPITAL MANAGEMENT, LP0.02%0.86%4,8154,815100.00%1,215,547Jun 30, 2024
TIMELO INVESTMENT MANAGEMENT INC.0.01%0.57%4,0004,000100.00%1,009,800Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.0.01%0.15%3,1013,101100.00%782,847Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC0.01%0.01%2,8212,821100.00%712,161Jun 30, 2024
D. E. SHAW & CO., INC.0.01%0.00%2,4922,492100.00%629,105Jun 30, 2024
HARBOR CAPITAL ADVISORS, INC.0.01%0.05%2,4052,405100.00%607,000Jun 30, 2024
ENTROPY TECHNOLOGIES, LP0.01%0.06%2,0222,022100.00%510,454Jun 30, 2024
HITE HEDGE ASSET MANAGEMENT LLC0.01%0.05%2,0182,018100.00%509,444Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.01%0.00%2,0002,000100.00%504,900Jun 30, 2024
TWO SIGMA SECURITIES, LLC0.01%0.01%1,7821,782100.00%449,866Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.01%0.07%1,4991,499100.00%378,423Jun 30, 2024
DIVERSIFIED TRUST CO0.00%0.01%1,3431,343100.00%339,040Jun 30, 2024
NVERSES CAPITAL, LLC0.00%0.20%1,3001,300100.00%328,185Jun 30, 2024
QUANTINNO CAPITAL MANAGEMENT LP0.00%0.01%1,2071,207100.00%304,721Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.10%1,1661,166100.00%294,356Jun 30, 2024
SQUAREPOINT OPS LLC0.00%0.00%1,1001,100100.00%277,695Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC0.00%0.11%1,0771,077100.00%271,889Jun 30, 2024
MALAGA COVE CAPITAL, LLC0.00%0.11%1,0431,043100.00%263,305Jun 30, 2024
FIFTH THIRD WEALTH ADVISORS LLC0.00%0.02%958958100.00%241,847Jun 30, 2024
SEEDS INVESTOR LLC0.00%0.12%937937100.00%236,658Jun 30, 2024
MACKENZIE FINANCIAL CORP0.00%0.00%835835100.00%210,796Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.00%0.23%612612100.00%154,499Jun 30, 2024
POINT72 (DIFC) LTD0.00%0.01%567567100.00%143,239Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP0.00%0.00%551551100.00%139,100Jun 30, 2024
TWIN TREE MANAGEMENT, LP0.00%0.00%536536100.00%135,313Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC0.00%0.01%461461100.00%116,379Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.00%0.02%318318100.00%80,169Jun 30, 2024
SIMPLEX TRADING, LLC0.00%-166166100.00%41,000Jun 30, 2024
CLEARSTEAD ADVISORS, LLC0.00%0.00%7575100.00%18,934Jun 30, 2024
CREWE ADVISORS LLC0.00%0.00%7070100.00%17,672Jun 30, 2024
DESERET MUTUAL BENEFIT ADMINISTRATORS0.00%0.00%3939100.00%9,846Jun 30, 2024
FORTITUDE FAMILY OFFICE, LLC0.00%0.00%1414100.00%3,534Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC0.00%0.00%1414100.00%3,534Jun 30, 2024
SACHETTA, LLC-0.00%55100.00%1,334Jun 30, 2024
LARSON FINANCIAL GROUP LLC-0.00%33100.00%757Jun 30, 2024
MV CAPITAL MANAGEMENT, INC.--11100.00%253Jun 30, 2024

Lithia Motors's largest new institutional shareholder by number of shares is NORGES BANK, purchased 348.17K shares, valued at $87.90M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SRS INVESTMENT MANAGEMENT, LLC----142,831-100.00%-Jun 30, 2024
UBS GROUP AG----98,900-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----36,425-100.00%-Jun 30, 2024
MACQUARIE GROUP LTD----34,708-100.00%-Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.----21,900-100.00%-Jun 30, 2024
GOODNOW INVESTMENT GROUP, LLC----21,601-100.00%-Jun 30, 2024
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC----17,500-100.00%-Jun 30, 2024
REDWOOD INVESTMENTS, LLC----12,838-100.00%-Jun 30, 2024
COLONY GROUP, LLC----11,933-100.00%-Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC----11,240-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----10,363-100.00%-Jun 30, 2024
GREAT LAKES ADVISORS, LLC----6,849-100.00%-Jun 30, 2024
HIGHVISTA STRATEGIES LLC----6,401-100.00%-Jun 30, 2024
STRS OHIO----5,803-100.00%-Jun 30, 2024
EISLER CAPITAL (UK) LTD.----5,656-100.00%-Jun 30, 2024
COBALT CAPITAL MANAGEMENT, INC.----5,000-100.00%-Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----4,975-100.00%-Jun 30, 2024
EPOCH INVESTMENT PARTNERS, INC.----4,851-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD----4,442-100.00%-Jun 30, 2024
TWINBEECH CAPITAL LP----3,758-100.00%-Jun 30, 2024
MIRABELLA FINANCIAL SERVICES LLP----3,600-100.00%-Jun 30, 2024
TOWLE & CO----3,440-100.00%-Jun 30, 2024
WESBANCO BANK INC----3,240-100.00%-Jun 30, 2024
ILLINOIS MUNICIPAL RETIREMENT FUND----3,210-100.00%-Jun 30, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS----3,165-100.00%-Jun 30, 2024
MOLONEY SECURITIES ASSET MANAGEMENT, LLC----3,146-100.00%-Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC----3,040-100.00%-Jun 30, 2024
QUADRATURE CAPITAL LTD----3,015-100.00%-Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD----2,706-100.00%-Jun 30, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC----2,489-100.00%-Jun 30, 2024
CENTIVA CAPITAL, LP----2,376-100.00%-Jun 30, 2024
PEARL RIVER CAPITAL, LLC----2,375-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----2,200-100.00%-Jun 30, 2024
QUANTITATIVE INVESTMENT MANAGEMENT, LLC----2,197-100.00%-Jun 30, 2024
INCEPTIONR LLC----2,140-100.00%-Jun 30, 2024
CORTON CAPITAL INC.----2,093-100.00%-Jun 30, 2024
VESTCOR INC----2,073-100.00%-Jun 30, 2024
ONEASCENT FINANCIAL SERVICES LLC----1,643-100.00%-Jun 30, 2024
FIRST HAWAIIAN BANK----1,218-100.00%-Jun 30, 2024
ARMISTICE CAPITAL, LLC----1,069-100.00%-Jun 30, 2024
ONEASCENT WEALTH MANAGEMENT LLC----1,047-100.00%-Jun 30, 2024
REGIONS FINANCIAL CORP----987-100.00%-Jun 30, 2024
NUMERAI GP LLC----971-100.00%-Jun 30, 2024
COLDSTREAM CAPITAL MANAGEMENT INC----963-100.00%-Jun 30, 2024
ISAM FUNDS (UK) LTD----953-100.00%-Jun 30, 2024
PHOENIX HOLDINGS LTD.----950-100.00%-Jun 30, 2024
FRED ALGER MANAGEMENT, LLC----929-100.00%-Jun 30, 2024
ENGINEERS GATE MANAGER LP----928-100.00%-Jun 30, 2024
MONETA GROUP INVESTMENT ADVISORS LLC----860-100.00%-Jun 30, 2024
BLAIR WILLIAM & CO/IL----836-100.00%-Jun 30, 2024
CONSOLIDATED PLANNING CORP----812-100.00%-Jun 30, 2024
FOCUSED WEALTH MANAGEMENT, INC----800-100.00%-Jun 30, 2024
PROFUND ADVISORS LLC----795-100.00%-Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP----780-100.00%-Jun 30, 2024
PANAGORA ASSET MANAGEMENT INC----778-100.00%-Jun 30, 2024
BTC CAPITAL MANAGEMENT, INC.----766-100.00%-Jun 30, 2024
COMMERCE BANK----763-100.00%-Jun 30, 2024
GROUND SWELL CAPITAL, LLC----758-100.00%-Jun 30, 2024
VIDENT ADVISORY, LLC----754-100.00%-Jun 30, 2024
MRAZ, AMERINE & ASSOCIATES, INC.----751-100.00%-Jun 30, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.----730-100.00%-Jun 30, 2024
MEIJI YASUDA ASSET MANAGEMENT CO LTD.----705-100.00%-Jun 30, 2024
INSPIRE ADVISORS, LLC----692-100.00%-Jun 30, 2024
INTEGRATED WEALTH CONCEPTS LLC----690-100.00%-Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC----685-100.00%-Jun 30, 2024
SVB WEALTH LLC----684-100.00%-Jun 30, 2024
CENTRAL PACIFIC BANK - TRUST DIVISION----655-100.00%-Jun 30, 2024
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN----375-100.00%-Jun 30, 2024
STATE OF WYOMING----313-100.00%-Jun 30, 2024
AXS INVESTMENTS LLC----200-100.00%-Jun 30, 2024
DENALI ADVISORS LLC----104-100.00%-Jun 30, 2024
SYSTM WEALTH SOLUTIONS LLC----102-100.00%-Jun 30, 2024
WD RUTHERFORD LLC----80-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----77-100.00%-Jun 30, 2024
ATLAS CAPITAL ADVISORS LLC----40-100.00%-Jun 30, 2024
MEEDER ASSET MANAGEMENT INC----39-100.00%-Jun 30, 2024
ROSENBERG MATTHEW HAMILTON----25-100.00%-Jun 30, 2024
FRONT ROW ADVISORS LLC----16-100.00%-Jun 30, 2024
PRIVATE TRUST CO NA----10-100.00%-Jun 30, 2024
GENEOS WEALTH MANAGEMENT INC.----9-100.00%-Jun 30, 2024
SEMMAX FINANCIAL ADVISORS INC.----5-100.00%-Jun 30, 2024
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.----2-100.00%-Jun 30, 2024
MCCLARREN FINANCIAL ADVISORS, INC.----2-100.00%-Jun 30, 2024
PINERIDGE ADVISORS LLC----2-100.00%-Jun 30, 2024
TFC FINANCIAL MANAGEMENT, INC.----1-100.00%-Jun 30, 2024

Lithia Motors's largest sold out institutional shareholder by shares sold is SRS INVESTMENT MANAGEMENT, LLC, sold -0.14M shares, valued at -, as of undefined.

Lithia Motors Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
ALGER FUNDS II0.74%168,702--Jan 31, 2024
ALLSPRING INCOME OPPORTUNITIES FUND0.64%4,200,000--Jan 31, 2024
ALLSPRING UTILITIES & HIGH INCOME FUND0.53%275,000--Feb 29, 2024
DIVIDEND & INCOME FUND0.53%23,100--Dec 31, 2023
SPARROW FUNDS0.52%1,865--Feb 29, 2024
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND0.48%325,000--Jan 31, 2024
John Hancock Hedged Equity & Income Fund0.42%65,000--Mar 31, 2024
JANUS ASPEN SERIES0.25%11,097,000--Dec 31, 2023
Fiera Capital Series Trust0.25%4,997-151-2.93%Jun 30, 2023
JOHN HANCOCK INVESTORS TRUST0.23%675,000--Jan 31, 2024
COPLEY FUND INC /NV/0.22%3,000--Nov 30, 2022
FOXBY CORP.0.20%1,100--Jun 30, 2023
JOHN HANCOCK INVESTORS TRUST0.19%550,000--Jan 31, 2024
ALLSPRING INCOME OPPORTUNITIES FUND0.18%1,195,000--Jan 31, 2024
LORD ABBETT DEVELOPING GROWTH FUND, INC.0.17%154,068--Jan 31, 2024
ALLSPRING UTILITIES & HIGH INCOME FUND0.16%80,000--Feb 29, 2024
CALIFORNIA FIRST LEASING CORP0.14%9,779--Mar 31, 2024
TAX MANAGED SMALL CAP PORTFOLIO0.13%7,085--Jan 31, 2024
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND0.13%90,000--Jan 31, 2024
ALLSPRING INCOME OPPORTUNITIES FUND0.08%520,000--Jan 31, 2024
AB DISCOVERY GROWTH FUND, INC.0.08%116,9445,1294.59%Jan 31, 2024
HARTFORD HLS SERIES FUND II INC0.07%18,341--Dec 31, 2023
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND0.07%50,000--Jan 31, 2024
JOHN HANCOCK BOND TRUST0.07%4,730,000-500,000-9.56%Feb 29, 2024
ALLSPRING UTILITIES & HIGH INCOME FUND0.07%35,000--Feb 29, 2024
ALLSPRING INCOME OPPORTUNITIES FUND0.06%400,000--Jan 31, 2024
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND0.06%40,000--Jan 31, 2024
Nuveen Core Equity Alpha Fund0.06%4,140--Mar 31, 2024
SPDR S&P MIDCAP 400 ETF TRUST0.06%225,0041,9020.85%Mar 28, 2024
RBB Fund Trust0.05%50,000--Feb 29, 2024
ALGER INSTITUTIONAL FUNDS0.05%12,939--Jan 31, 2024
ALLSPRING UTILITIES & HIGH INCOME FUND0.05%25,000--Feb 29, 2024
Federated Hermes MDT Series0.05%117,748--Jan 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.05%1,222,000--Mar 31, 2024
Midas Series Trust0.05%1,925--Dec 31, 2023
JOHN HANCOCK BOND TRUST0.04%3,000,000--Feb 29, 2024
BNY MELLON MIDCAP INDEX FUND, INC.0.04%17,017-1,234-6.76%Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.04%19,003--Mar 31, 2024
BNY MELLON INDEX FUNDS, INC.0.04%48,465--Apr 30, 2022
JOHN HANCOCK BOND TRUST0.03%2,325,000--Feb 29, 2024
ALGER PORTFOLIOS0.03%12,058--Dec 31, 2023
Value Line Small Cap Opportunities Fund, Inc.0.03%9,500--Mar 31, 2024
TEMPLETON GLOBAL SMALLER COMPANIES FUND0.03%19,963--Feb 29, 2024
EATON VANCE SPECIAL INVESTMENT TRUST0.03%50,104-28,571-36.32%Mar 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.03%7,845,000495,0006.73%Feb 29, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.03%5,010--Mar 28, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.02%7,350,000--Feb 29, 2024
TOUCHSTONE VARIABLE SERIES TRUST0.02%20,000--Mar 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.02%80,000--Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.02%80,000--Jan 31, 2024
SCHRODER GLOBAL SERIES TRUST0.02%49-1,547-96.93%Jan 31, 2021
ALLSPRING VARIABLE TRUST0.02%14,820--Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.02%3,250,000--Mar 31, 2024
JANUS INVESTMENT FUND0.02%6,689,000-4,762,000-41.59%Dec 31, 2023
Voya VARIABLE PRODUCTS TRUST0.02%7,402--Mar 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.02%6,075,0002,400,00065.31%Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.02%78,9498921.14%Jan 31, 2024
Monteagle Funds0.02%800--Feb 29, 2024
Collaborative Investment Series Trust0.02%2,997--Mar 31, 2024
INTEGRITY FUNDS0.02%48,000--Jan 31, 2024
FIDELITY CAPITAL TRUST0.02%198,00016,9009.33%Jan 31, 2024
HARRIS ASSOCIATES INVESTMENT TRUST0.02%1,595,300--Mar 31, 2024
MASTER ADVANTAGE SMID CAP LLC0.02%2,015--Dec 31, 2020
AMERICAN CENTURY INVESTMENT TRUST0.02%2,275,000--Mar 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.02%401,000--Mar 31, 2024
CGM TRUST0.01%20,000--Sep 30, 2022
EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND0.01%93,34358,311166.45%Jan 31, 2024
INTEGRITY FUNDS0.01%36,000--Jan 31, 2024
Federated Hermes Index Trust0.01%2,744-167-5.74%Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.01%40,000--Jan 31, 2024
JANUS INVESTMENT FUND0.01%3,700,000--Dec 31, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.01%343--Mar 31, 2024
VANGUARD ADMIRAL FUNDS0.01%49,490-2,167-4.19%Feb 29, 2024
ALGER FUNDS0.01%9,443--Jan 31, 2024
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST0.01%17,800--Mar 31, 2024
WASATCH FUNDS TRUST0.01%78,286--Mar 31, 2024
MASTER LARGE CAP SERIES LLC0.01%7,550--Mar 31, 2022
FRANKLIN STRATEGIC SERIES0.01%69,72625,00055.90%Jan 31, 2024
AMG Funds IV0.01%23,163-1,706-6.86%Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%4,237--Mar 31, 2024
AIM FUNDS GROUP (INVESCO FUNDS GROUP)0.01%35,816--Mar 31, 2024
JOHN HANCOCK INVESTMENT TRUST0.01%577,000--Jan 31, 2024
JOHN HANCOCK INVESTMENT TRUST0.01%577,000--Jan 31, 2024
VICTORY VARIABLE INSURANCE FUNDS0.01%3,320--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%39,460--Mar 31, 2024
Calvert Responsible Index Series, Inc.0.01%9,999--Mar 31, 2024
VANGUARD INDEX FUNDS0.01%2,453,905-410,369-14.33%Mar 31, 2024
NEUBERGER BERMAN EQUITY FUNDS0.01%50,486--Feb 29, 2024
TOUCHSTONE FUNDS GROUP TRUST0.00%129,000--Mar 31, 2024
CALVERT IMPACT FUND INC0.00%52,471--Mar 31, 2024
Northern Lights Variable Trust0.00%4,376--Mar 31, 2024
AB CAP FUND, INC.0.00%153,6709,3176.45%Jan 31, 2024
FIDELITY CONTRAFUND0.00%287,433--Mar 31, 2024
BlackRock ETF Trust0.00%3,900-1,028-20.86%Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.00%600,000--Mar 31, 2024
AllianzGI Institutional Multi-Series Trust0.00%500--Sep 30, 2020
HENNESSY FUNDS TRUST0.00%8,200--Jan 31, 2024
SYNTAX ETF TRUST0.00%130-10-7.14%Mar 31, 2024
Ultimus Managers Trust0.00%43,7134,14710.48%Feb 29, 2024
AMG Funds I0.00%7,4884,130122.99%Jan 31, 2024

Lithia Motors's largest mutual fund holder by % of total assets is "ALGER FUNDS II", owning 168.70K shares, compromising 0.74% of its total assets.

Lithia Motors Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24268-38.53%
31 Mar, 244367.13%
31 Dec, 234070.49%
30 Sep, 234055.19%
30 Jun, 23385-1.53%
31 Mar, 23391-1.01%
31 Dec, 22395-2.47%
30 Sep, 22405-5.59%
30 Jun, 22429-1.83%
31 Mar, 22437-0.91%
31 Dec, 21441-0.90%
30 Sep, 214456.46%
30 Jun, 214183.47%
31 Mar, 214045.76%
31 Dec, 203823.80%
30 Sep, 2036834.31%
30 Jun, 202743.79%
31 Mar, 20264-19.51%
31 Dec, 193287.89%
30 Sep, 193048.19%
30 Jun, 1928116.12%
31 Mar, 19242-0.41%
31 Dec, 182430.41%
30 Sep, 18242-7.63%
30 Jun, 18262-1.50%
31 Mar, 182663.91%
31 Dec, 172569.87%
30 Sep, 172331.75%
30 Jun, 172290.44%
31 Mar, 17228-1.72%
31 Dec, 162324.98%
30 Sep, 16221-5.56%
30 Jun, 16234-8.95%
31 Mar, 16257-4.46%
31 Dec, 152695.49%
30 Sep, 15255-
30 Jun, 152558.97%
31 Mar, 152344.46%
31 Dec, 14224-4.68%
30 Sep, 142351.73%
30 Jun, 1423110.53%
31 Mar, 14209-
31 Dec, 132096.63%
30 Sep, 131962.08%
30 Jun, 13192163.01%
31 Mar, 137314.06%
31 Dec, 126414.29%
30 Sep, 1256-5.08%
30 Jun, 125915.69%
31 Mar, 1251-1.92%
31 Dec, 11528.33%
30 Sep, 114814.29%
30 Jun, 114210.53%
31 Mar, 1138-7.32%
31 Dec, 104128.13%
30 Sep, 1032-8.57%
30 Jun, 103516.67%
31 Mar, 1030-23.08%
31 Dec, 093930.00%
30 Sep, 093036.36%
30 Jun, 0922266.67%
31 Mar, 096-57.14%
31 Dec, 0814-22.22%
30 Sep, 0818-10.00%
30 Jun, 0820-25.93%
31 Mar, 0827-
31 Dec, 072728.57%
30 Sep, 0721-16.00%
30 Jun, 07254.17%
31 Mar, 0724-7.69%
31 Dec, 062630.00%
30 Sep, 0620-4.76%
30 Jun, 062123.53%
31 Mar, 0617-5.56%
31 Dec, 051812.50%
30 Sep, 0516-11.11%
30 Jun, 051828.57%
31 Mar, 0514-12.50%
31 Dec, 0416-
30 Sep, 0416-11.11%
30 Jun, 0418-10.00%
31 Mar, 042033.33%
31 Dec, 03157.14%
30 Sep, 031416.67%
30 Jun, 0312-7.69%
31 Mar, 031330.00%
31 Dec, 021025.00%
30 Sep, 028-
30 Jun, 028-38.46%
31 Mar, 0213116.67%
31 Dec, 01620.00%
30 Sep, 015-37.50%
30 Jun, 018166.67%
31 Mar, 013-
31 Dec, 003-25.00%
30 Sep, 004-
30 Jun, 004-
31 Mar, 004-
31 Dec, 994-20.00%
30 Sep, 99525.00%
30 Jun, 994-
31 Mar, 994-

As of 30 Jun 24, 268 institutions are holding Lithia Motors's shares, representing a decrease of -38.53% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2419,193,868-31.64%
31 Mar, 2428,076,726-2.17%
31 Dec, 2328,698,9652.24%
30 Sep, 2328,069,456-3.58%
30 Jun, 2329,110,3430.66%
31 Mar, 2328,920,5082.07%
31 Dec, 2228,333,2673.28%
30 Sep, 2227,433,1411.50%
30 Jun, 2227,026,584-3.20%
31 Mar, 2227,921,2242.63%
31 Dec, 2127,206,747-2.43%
30 Sep, 2127,884,813-1.54%
30 Jun, 2128,319,74410.22%
31 Mar, 2125,693,867-0.32%
31 Dec, 2025,777,11514.97%
30 Sep, 2022,419,967-4.21%
30 Jun, 2023,404,8611.93%
31 Mar, 2022,962,506-0.01%
31 Dec, 1922,963,720-1.25%
30 Sep, 1923,254,674-0.73%
30 Jun, 1923,425,375-3.15%
31 Mar, 1924,186,411-2.23%
31 Dec, 1824,737,980-3.76%
30 Sep, 1825,704,5771.67%
30 Jun, 1825,282,3060.27%
31 Mar, 1825,213,144-0.88%
31 Dec, 1725,436,4510.36%
30 Sep, 1725,344,731-2.25%
30 Jun, 1725,928,9274.67%
31 Mar, 1724,772,085-0.96%
31 Dec, 1625,011,6191.81%
30 Sep, 1624,567,7784.43%
30 Jun, 1623,526,333-1.66%
31 Mar, 1623,924,580-0.44%
31 Dec, 1524,031,4391.30%
30 Sep, 1523,723,469-1.40%
30 Jun, 1524,059,514-0.02%
31 Mar, 1524,064,7925.25%
31 Dec, 1422,865,2221.15%
30 Sep, 1422,604,974-2.86%
30 Jun, 1423,269,9354.29%
31 Mar, 1422,311,7343.57%
31 Dec, 1321,542,473-0.44%
30 Sep, 1321,638,499-1.13%
30 Jun, 1321,884,975169.61%
31 Mar, 138,117,409-32.74%
31 Dec, 1212,069,01938.93%
30 Sep, 128,686,8949.37%
30 Jun, 127,943,005-15.44%
31 Mar, 129,393,687-4.35%
31 Dec, 119,820,7621.56%
30 Sep, 119,670,0013.28%
30 Jun, 119,362,77578.76%
31 Mar, 115,237,5206.16%
31 Dec, 104,933,4152.89%
30 Sep, 104,794,918-10.44%
30 Jun, 105,353,63852.58%
31 Mar, 103,508,805-23.38%
31 Dec, 094,579,58187.94%
30 Sep, 092,436,74186.88%
30 Jun, 091,303,925-52.14%
31 Mar, 092,724,210-42.78%
31 Dec, 084,760,867107.81%
30 Sep, 082,290,93597.41%
30 Jun, 081,160,469-60.13%
31 Mar, 082,910,866-21.35%
31 Dec, 073,701,033-4.15%
30 Sep, 073,861,133-17.21%
30 Jun, 074,663,824109.83%
31 Mar, 072,222,705-59.53%
31 Dec, 065,492,36630.98%
30 Sep, 064,193,126-14.25%
30 Jun, 064,890,01279.61%
31 Mar, 062,722,574-2.71%
31 Dec, 052,798,414-55.66%
30 Sep, 056,311,4327.74%
30 Jun, 055,858,20440.18%
31 Mar, 054,178,962-0.02%
31 Dec, 044,179,7083.70%
30 Sep, 044,030,746-23.50%
30 Jun, 045,268,762167.16%
31 Mar, 041,972,151-9.50%
31 Dec, 032,179,207130.86%
30 Sep, 03943,938-15.11%
30 Jun, 031,111,927-53.92%
31 Mar, 032,413,074109.14%
31 Dec, 021,153,78855.88%
30 Sep, 02740,17391.70%
30 Jun, 02386,109-82.90%
31 Mar, 022,258,000852.90%
31 Dec, 01236,961498.69%
30 Sep, 0139,580-97.04%
30 Jun, 011,335,5476.05%
31 Mar, 011,259,400-19.26%
31 Dec, 001,559,7502.24%
30 Sep, 001,525,62626.35%
30 Jun, 001,207,42614.92%
31 Mar, 001,050,62660.80%
31 Dec, 99653,35569.49%
30 Sep, 99385,49011.42%
30 Jun, 99345,99199.85%
31 Mar, 99173,125-

Lithia Motors (LAD) has 19.19M shares outstanding as of 30 Jun 24, down -31.64% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2469.80%0.67%
31 Mar, 24102.10%0.94%
31 Dec, 23104.36%1.01%
30 Sep, 23101.70%0.91%
30 Jun, 23105.86%0.96%
31 Mar, 23105.17%0.98%
31 Dec, 22103.78%1.04%
30 Sep, 2299.76%1.10%
30 Jun, 2295.16%1.06%
31 Mar, 2294.65%1.06%
31 Dec, 2194.47%1.12%
30 Sep, 2192.03%0.91%
30 Jun, 21100.78%1.08%
31 Mar, 2196.59%1.02%
31 Dec, 2097.27%1.01%
30 Sep, 2097.90%0.93%
30 Jun, 20102.65%1.06%
31 Mar, 2098.55%1.01%
31 Dec, 1998.98%0.99%
30 Sep, 19100.24%0.98%
30 Jun, 19100.97%0.92%
31 Mar, 19104.70%1.02%
31 Dec, 18101.39%0.88%
30 Sep, 18107.50%1.00%
30 Jun, 18103.48%1.02%
31 Mar, 18100.91%0.97%
31 Dec, 17101.81%0.99%
30 Sep, 17101.52%0.95%
30 Jun, 17103.64%1.07%
31 Mar, 1798.49%1.00%
31 Dec, 1699.47%1.04%
30 Sep, 1697.62%1.14%
30 Jun, 1692.40%1.08%
31 Mar, 1692.67%1.07%
31 Dec, 1593.09%1.14%
30 Sep, 1590.24%1.08%
30 Jun, 1591.37%1.09%
31 Mar, 1591.35%1.19%
31 Dec, 1487.54%1.17%
30 Sep, 1486.55%1.09%
30 Jun, 1489.14%1.21%
31 Mar, 1485.90%1.24%
31 Dec, 1383.20%1.19%
30 Sep, 1383.66%1.16%
30 Jun, 1384.88%8.46%
31 Mar, 1331.68%1.44%
31 Dec, 1246.97%4.04%
30 Sep, 1234.11%3.58%
30 Jun, 1230.87%2.36%
31 Mar, 1236.15%2.52%
31 Dec, 1137.85%2.71%
30 Sep, 1137.36%2.98%
30 Jun, 1135.38%8.94%
31 Mar, 1119.89%5.65%
31 Dec, 1018.77%5.56%
30 Sep, 1018.38%4.34%
30 Jun, 1020.58%11.21%
31 Mar, 1013.55%2.85%
31 Dec, 0921.81%16.07%
30 Sep, 0911.65%30.45%
30 Jun, 096.19%3.59%
31 Mar, 0913.13%2.49%
31 Dec, 0822.94%17.71%
30 Sep, 0811.38%33.38%
30 Jun, 085.84%2.67%
31 Mar, 0814.79%4.14%
31 Dec, 0718.89%4.83%
30 Sep, 0719.77%3.45%
30 Jun, 0723.93%18.41%
31 Mar, 0711.40%1.44%
31 Dec, 0628.19%6.13%
30 Sep, 0621.45%3.41%
30 Jun, 0625.08%12.77%
31 Mar, 0614.02%6.58%
31 Dec, 0514.59%1.35%
30 Sep, 0532.84%3.51%
30 Jun, 0530.60%6.37%
31 Mar, 0521.93%4.48%
31 Dec, 0422.12%4.82%
30 Sep, 0421.42%2.71%
30 Jun, 0428.11%25.07%
31 Mar, 0410.59%7.33%
31 Dec, 0312.02%45.35%
30 Sep, 035.15%13.83%
30 Jun, 036.10%3.44%
31 Mar, 0313.31%32.87%
31 Dec, 026.36%37.42%
30 Sep, 024.12%88.82%
30 Jun, 022.15%0.95%
31 Mar, 0215.06%477.80%
31 Dec, 011.78%2070.73%
30 Sep, 010.29%0.30%
30 Jun, 019.90%9.81%
31 Mar, 0110.05%6.49%
31 Dec, 0012.44%8.40%
30 Sep, 0012.17%12.81%
30 Jun, 009.75%13.48%
31 Mar, 008.50%24.71%
31 Dec, 995.87%54.97%
30 Sep, 993.27%32.74%
30 Jun, 993.16%105.39%
31 Mar, 991.73%-

As of 30 Jun 24, Lithia Motors is held by 69.80% institutional shareholders, representing a 0.67% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24119-39.59%
31 Mar, 241970.51%
31 Dec, 2319615.29%
30 Sep, 231700.59%
30 Jun, 23169-6.63%
31 Mar, 231810.56%
31 Dec, 22180-1.64%
30 Sep, 221830.55%
30 Jun, 22182-18.39%
31 Mar, 222231.83%
31 Dec, 212193.79%
30 Sep, 21211-0.94%
30 Jun, 2121321.02%
31 Mar, 21176-19.27%
31 Dec, 2021818.48%
30 Sep, 2018431.43%
30 Jun, 2014022.81%
31 Mar, 20114-27.39%
31 Dec, 191573.29%
30 Sep, 191521.33%
30 Jun, 1915020.97%
31 Mar, 1912413.76%
31 Dec, 181096.86%
30 Sep, 18102-17.07%
30 Jun, 18123-8.21%
31 Mar, 181344.69%
31 Dec, 1712814.29%
30 Sep, 17112-8.94%
30 Jun, 1712311.82%
31 Mar, 17110-19.71%
31 Dec, 1613722.32%
30 Sep, 16112-6.67%
30 Jun, 16120-14.29%
31 Mar, 16140-7.28%
31 Dec, 1515111.85%
30 Sep, 1513513.45%
30 Jun, 15119-15.00%
31 Mar, 1514029.63%
31 Dec, 14108-9.24%
30 Sep, 141196.25%
30 Jun, 141126.67%
31 Mar, 14105-11.02%
31 Dec, 1311811.32%
30 Sep, 13106-32.91%
30 Jun, 13158276.19%
31 Mar, 134220.00%
31 Dec, 123516.67%
30 Sep, 1230-18.92%
30 Jun, 123727.59%
31 Mar, 1229-
31 Dec, 1129-
30 Sep, 11293.57%
30 Jun, 112840.00%
31 Mar, 1120-13.04%
31 Dec, 102327.78%
30 Sep, 1018-14.29%
30 Jun, 102140.00%
31 Mar, 1015-48.28%
31 Dec, 092926.09%
30 Sep, 092315.00%
30 Jun, 0920300.00%
31 Mar, 095-50.00%
31 Dec, 0810-28.57%
30 Sep, 081440.00%
30 Jun, 0810-33.33%
31 Mar, 0815-11.76%
31 Dec, 071754.55%
30 Sep, 0711-35.29%
30 Jun, 071721.43%
31 Mar, 0714-
31 Dec, 061440.00%
30 Sep, 0610-23.08%
30 Jun, 061330.00%
31 Mar, 0610-9.09%
31 Dec, 0511120.00%
30 Sep, 055-58.33%
30 Jun, 051271.43%
31 Mar, 057-22.22%
31 Dec, 049-25.00%
30 Sep, 0412-14.29%
30 Jun, 0414-
31 Mar, 04147.69%
31 Dec, 031330.00%
30 Sep, 031042.86%
30 Jun, 037-22.22%
31 Mar, 03928.57%
31 Dec, 02716.67%
30 Sep, 026-14.29%
30 Jun, 027-30.00%
31 Mar, 0210100.00%
31 Dec, 01566.67%
30 Sep, 013-57.14%
30 Jun, 017250.00%
31 Mar, 012-
31 Dec, 002100.00%
30 Sep, 001-50.00%
30 Jun, 002-33.33%
31 Mar, 003-25.00%
31 Dec, 994-
30 Sep, 994-
30 Jun, 994-
31 Mar, 994-

119 institutional shareholders have increased their position in LAD stock as of 30 Jun 24 compared to 197 in the previous quarter (a -39.59% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2498-31.94%
31 Mar, 241449.09%
31 Dec, 23132-9.59%
30 Sep, 231460.69%
30 Jun, 2314514.17%
31 Mar, 23127-11.81%
31 Dec, 22144-5.26%
30 Sep, 22152-13.64%
30 Jun, 2217627.54%
31 Mar, 22138-9.21%
31 Dec, 211527.80%
30 Sep, 211413.68%
30 Jun, 21136-21.84%
31 Mar, 2117453.98%
31 Dec, 20113-18.12%
30 Sep, 2013848.39%
30 Jun, 2093-5.10%
31 Mar, 2098-17.65%
31 Dec, 1911932.22%
30 Sep, 199011.11%
30 Jun, 198119.12%
31 Mar, 1968-25.27%
31 Dec, 1891-2.15%
30 Sep, 189316.25%
30 Jun, 18805.26%
31 Mar, 1876-5.00%
31 Dec, 17802.56%
30 Sep, 177825.81%
30 Jun, 1762-22.50%
31 Mar, 178026.98%
31 Dec, 1663-19.23%
30 Sep, 1678-3.70%
30 Jun, 1681-4.71%
31 Mar, 16851.19%
31 Dec, 1584-2.33%
30 Sep, 1586-14.85%
30 Jun, 1510162.90%
31 Mar, 1562-26.19%
31 Dec, 1484-5.62%
30 Sep, 14898.54%
30 Jun, 14826.49%
31 Mar, 14776.94%
31 Dec, 1372-
30 Sep, 1372380.00%
30 Jun, 1315-42.31%
31 Mar, 132618.18%
31 Dec, 122222.22%
30 Sep, 121820.00%
30 Jun, 1215-11.76%
31 Mar, 121713.33%
31 Dec, 1115-6.25%
30 Sep, 111623.08%
30 Jun, 1113-7.14%
31 Mar, 111427.27%
31 Dec, 101157.14%
30 Sep, 107-36.36%
30 Jun, 101110.00%
31 Mar, 1010100.00%
31 Dec, 09566.67%
30 Sep, 093200.00%
30 Jun, 091-
31 Mar, 09--100.00%
31 Dec, 083200.00%
30 Sep, 081-85.71%
30 Jun, 087-30.00%
31 Mar, 0810100.00%
31 Dec, 075-37.50%
30 Sep, 07860.00%
30 Jun, 07566.67%
31 Mar, 073-62.50%
31 Dec, 06814.29%
30 Sep, 067-
30 Jun, 06716.67%
31 Mar, 066-
31 Dec, 056-25.00%
30 Sep, 058100.00%
30 Jun, 054-20.00%
31 Mar, 05525.00%
31 Dec, 044100.00%
30 Sep, 042100.00%
30 Jun, 041-50.00%
31 Mar, 042100.00%
31 Dec, 031-50.00%
30 Sep, 032-50.00%
30 Jun, 03433.33%
31 Mar, 033-
31 Dec, 02350.00%
30 Sep, 022-
30 Jun, 02--
31 Mar, 02--
31 Dec, 01--100.00%
30 Sep, 011-
30 Jun, 011-
31 Mar, 01--100.00%
31 Dec, 001-50.00%
30 Sep, 002-
30 Jun, 00--100.00%
31 Mar, 001-
31 Dec, 99--100.00%
30 Sep, 991-
30 Jun, 99--
31 Mar, 99--

98 institutional shareholders have reduced their position in LAD stock as of 30 Jun 24 compared to 144 in the previous quarter (a -31.94% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24268-38.53%19,193,868-31.64%69.80%0.67%119-39.59%98-31.94%
31 Mar, 244367.13%28,076,726-2.17%102.10%0.94%1970.51%1449.09%
31 Dec, 234070.49%28,698,9652.24%104.36%1.01%19615.29%132-9.59%
30 Sep, 234055.19%28,069,456-3.58%101.70%0.91%1700.59%1460.69%
30 Jun, 23385-1.53%29,110,3430.66%105.86%0.96%169-6.63%14514.17%
31 Mar, 23391-1.01%28,920,5082.07%105.17%0.98%1810.56%127-11.81%
31 Dec, 22395-2.47%28,333,2673.28%103.78%1.04%180-1.64%144-5.26%
30 Sep, 22405-5.59%27,433,1411.50%99.76%1.10%1830.55%152-13.64%
30 Jun, 22429-1.83%27,026,584-3.20%95.16%1.06%182-18.39%17627.54%
31 Mar, 22437-0.91%27,921,2242.63%94.65%1.06%2231.83%138-9.21%
31 Dec, 21441-0.90%27,206,747-2.43%94.47%1.12%2193.79%1527.80%
30 Sep, 214456.46%27,884,813-1.54%92.03%0.91%211-0.94%1413.68%
30 Jun, 214183.47%28,319,74410.22%100.78%1.08%21321.02%136-21.84%
31 Mar, 214045.76%25,693,867-0.32%96.59%1.02%176-19.27%17453.98%
31 Dec, 203823.80%25,777,11514.97%97.27%1.01%21818.48%113-18.12%
30 Sep, 2036834.31%22,419,967-4.21%97.90%0.93%18431.43%13848.39%
30 Jun, 202743.79%23,404,8611.93%102.65%1.06%14022.81%93-5.10%
31 Mar, 20264-19.51%22,962,506-0.01%98.55%1.01%114-27.39%98-17.65%
31 Dec, 193287.89%22,963,720-1.25%98.98%0.99%1573.29%11932.22%
30 Sep, 193048.19%23,254,674-0.73%100.24%0.98%1521.33%9011.11%
30 Jun, 1928116.12%23,425,375-3.15%100.97%0.92%15020.97%8119.12%
31 Mar, 19242-0.41%24,186,411-2.23%104.70%1.02%12413.76%68-25.27%
31 Dec, 182430.41%24,737,980-3.76%101.39%0.88%1096.86%91-2.15%
30 Sep, 18242-7.63%25,704,5771.67%107.50%1.00%102-17.07%9316.25%
30 Jun, 18262-1.50%25,282,3060.27%103.48%1.02%123-8.21%805.26%
31 Mar, 182663.91%25,213,144-0.88%100.91%0.97%1344.69%76-5.00%
31 Dec, 172569.87%25,436,4510.36%101.81%0.99%12814.29%802.56%
30 Sep, 172331.75%25,344,731-2.25%101.52%0.95%112-8.94%7825.81%
30 Jun, 172290.44%25,928,9274.67%103.64%1.07%12311.82%62-22.50%
31 Mar, 17228-1.72%24,772,085-0.96%98.49%1.00%110-19.71%8026.98%
31 Dec, 162324.98%25,011,6191.81%99.47%1.04%13722.32%63-19.23%
30 Sep, 16221-5.56%24,567,7784.43%97.62%1.14%112-6.67%78-3.70%
30 Jun, 16234-8.95%23,526,333-1.66%92.40%1.08%120-14.29%81-4.71%
31 Mar, 16257-4.46%23,924,580-0.44%92.67%1.07%140-7.28%851.19%
31 Dec, 152695.49%24,031,4391.30%93.09%1.14%15111.85%84-2.33%
30 Sep, 15255-23,723,469-1.40%90.24%1.08%13513.45%86-14.85%
30 Jun, 152558.97%24,059,514-0.02%91.37%1.09%119-15.00%10162.90%
31 Mar, 152344.46%24,064,7925.25%91.35%1.19%14029.63%62-26.19%
31 Dec, 14224-4.68%22,865,2221.15%87.54%1.17%108-9.24%84-5.62%
30 Sep, 142351.73%22,604,974-2.86%86.55%1.09%1196.25%898.54%
30 Jun, 1423110.53%23,269,9354.29%89.14%1.21%1126.67%826.49%
31 Mar, 14209-22,311,7343.57%85.90%1.24%105-11.02%776.94%
31 Dec, 132096.63%21,542,473-0.44%83.20%1.19%11811.32%72-
30 Sep, 131962.08%21,638,499-1.13%83.66%1.16%106-32.91%72380.00%
30 Jun, 13192163.01%21,884,975169.61%84.88%8.46%158276.19%15-42.31%
31 Mar, 137314.06%8,117,409-32.74%31.68%1.44%4220.00%2618.18%
31 Dec, 126414.29%12,069,01938.93%46.97%4.04%3516.67%2222.22%
30 Sep, 1256-5.08%8,686,8949.37%34.11%3.58%30-18.92%1820.00%
30 Jun, 125915.69%7,943,005-15.44%30.87%2.36%3727.59%15-11.76%
31 Mar, 1251-1.92%9,393,687-4.35%36.15%2.52%29-1713.33%
31 Dec, 11528.33%9,820,7621.56%37.85%2.71%29-15-6.25%
30 Sep, 114814.29%9,670,0013.28%37.36%2.98%293.57%1623.08%
30 Jun, 114210.53%9,362,77578.76%35.38%8.94%2840.00%13-7.14%
31 Mar, 1138-7.32%5,237,5206.16%19.89%5.65%20-13.04%1427.27%
31 Dec, 104128.13%4,933,4152.89%18.77%5.56%2327.78%1157.14%
30 Sep, 1032-8.57%4,794,918-10.44%18.38%4.34%18-14.29%7-36.36%
30 Jun, 103516.67%5,353,63852.58%20.58%11.21%2140.00%1110.00%
31 Mar, 1030-23.08%3,508,805-23.38%13.55%2.85%15-48.28%10100.00%
31 Dec, 093930.00%4,579,58187.94%21.81%16.07%2926.09%566.67%
30 Sep, 093036.36%2,436,74186.88%11.65%30.45%2315.00%3200.00%
30 Jun, 0922266.67%1,303,925-52.14%6.19%3.59%20300.00%1-
31 Mar, 096-57.14%2,724,210-42.78%13.13%2.49%5-50.00%--100.00%
31 Dec, 0814-22.22%4,760,867107.81%22.94%17.71%10-28.57%3200.00%
30 Sep, 0818-10.00%2,290,93597.41%11.38%33.38%1440.00%1-85.71%
30 Jun, 0820-25.93%1,160,469-60.13%5.84%2.67%10-33.33%7-30.00%
31 Mar, 0827-2,910,866-21.35%14.79%4.14%15-11.76%10100.00%
31 Dec, 072728.57%3,701,033-4.15%18.89%4.83%1754.55%5-37.50%
30 Sep, 0721-16.00%3,861,133-17.21%19.77%3.45%11-35.29%860.00%
30 Jun, 07254.17%4,663,824109.83%23.93%18.41%1721.43%566.67%
31 Mar, 0724-7.69%2,222,705-59.53%11.40%1.44%14-3-62.50%
31 Dec, 062630.00%5,492,36630.98%28.19%6.13%1440.00%814.29%
30 Sep, 0620-4.76%4,193,126-14.25%21.45%3.41%10-23.08%7-
30 Jun, 062123.53%4,890,01279.61%25.08%12.77%1330.00%716.67%
31 Mar, 0617-5.56%2,722,574-2.71%14.02%6.58%10-9.09%6-
31 Dec, 051812.50%2,798,414-55.66%14.59%1.35%11120.00%6-25.00%
30 Sep, 0516-11.11%6,311,4327.74%32.84%3.51%5-58.33%8100.00%
30 Jun, 051828.57%5,858,20440.18%30.60%6.37%1271.43%4-20.00%
31 Mar, 0514-12.50%4,178,962-0.02%21.93%4.48%7-22.22%525.00%
31 Dec, 0416-4,179,7083.70%22.12%4.82%9-25.00%4100.00%
30 Sep, 0416-11.11%4,030,746-23.50%21.42%2.71%12-14.29%2100.00%
30 Jun, 0418-10.00%5,268,762167.16%28.11%25.07%14-1-50.00%
31 Mar, 042033.33%1,972,151-9.50%10.59%7.33%147.69%2100.00%
31 Dec, 03157.14%2,179,207130.86%12.02%45.35%1330.00%1-50.00%
30 Sep, 031416.67%943,938-15.11%5.15%13.83%1042.86%2-50.00%
30 Jun, 0312-7.69%1,111,927-53.92%6.10%3.44%7-22.22%433.33%
31 Mar, 031330.00%2,413,074109.14%13.31%32.87%928.57%3-
31 Dec, 021025.00%1,153,78855.88%6.36%37.42%716.67%350.00%
30 Sep, 028-740,17391.70%4.12%88.82%6-14.29%2-
30 Jun, 028-38.46%386,109-82.90%2.15%0.95%7-30.00%--
31 Mar, 0213116.67%2,258,000852.90%15.06%477.80%10100.00%--
31 Dec, 01620.00%236,961498.69%1.78%2070.73%566.67%--100.00%
30 Sep, 015-37.50%39,580-97.04%0.29%0.30%3-57.14%1-
30 Jun, 018166.67%1,335,5476.05%9.90%9.81%7250.00%1-
31 Mar, 013-1,259,400-19.26%10.05%6.49%2---100.00%
31 Dec, 003-25.00%1,559,7502.24%12.44%8.40%2100.00%1-50.00%
30 Sep, 004-1,525,62626.35%12.17%12.81%1-50.00%2-
30 Jun, 004-1,207,42614.92%9.75%13.48%2-33.33%--100.00%
31 Mar, 004-1,050,62660.80%8.50%24.71%3-25.00%1-
31 Dec, 994-20.00%653,35569.49%5.87%54.97%4---100.00%
30 Sep, 99525.00%385,49011.42%3.27%32.74%4-1-
30 Jun, 994-345,99199.85%3.16%105.39%4---
31 Mar, 994-173,125-1.73%-4---

Lithia Motors Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 16, 2024Miramontes Louisdirector-S-SaleSell300$284.23$85.27K5,457
Aug 02, 2024McIntyre Shaunadirector-S-SaleSell306$289.65$88.63K1,922
May 01, 2024McIntyre Shaunadirector-S-SaleSell138$254.42$35.11K2,228
Feb 20, 2024McIntyre Shaunadirector-S-SaleSell135$297.84$40.21K1,662

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 16, 2024Miramontes Louisdirector-S-SaleSell300$284.23$85.27K5,457
Aug 02, 2024McIntyre Shaunadirector-S-SaleSell306$289.65$88.63K1,922
Aug 01, 2024DEBOER SIDNEY Bdirector-F-InKindSell86$276.33$23.76K17,290
May 01, 2024McIntyre Shaunadirector-S-SaleSell138$254.42$35.11K2,228
May 01, 2024DEBOER SIDNEY Bdirector-F-InKindSell86$254.38$21.88K17,376
Mar 18, 2024Roberts Kenneth Edirector-G-GiftSell702--51,794
Mar 01, 2024Roberts Kenneth Edirector-G-GiftSell194--33,100
Mar 01, 2024DEBOER SIDNEY Bdirector-F-InKindSell95$299.06$28.41K16,758
Feb 20, 2024McIntyre Shaunadirector-S-SaleSell135$297.84$40.21K1,662

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 16, 2024Miramontes Louisdirector-S-SaleSell300$284.23$85.27K5,457
Aug 02, 2024McIntyre Shaunadirector-S-SaleSell306$289.65$88.63K1,922
Aug 01, 2024Chamberlain Adamofficer Chief Operating OfficerA-AwardBuy323--1,762
Aug 01, 2024DEBOER SIDNEY Bdirector-F-InKindSell86$276.33$23.76K17,290
Jul 03, 2024McKinney Cassandra M.director-A-AwardBuy628--628
Jul 03, 2024McKinney Cassandra M.director Buy----
May 09, 2024Roberts Kenneth E-Buy----
May 01, 2024McIntyre Shaunadirector-S-SaleSell138$254.42$35.11K2,228
May 01, 2024DEBOER SIDNEY Bdirector-F-InKindSell86$254.38$21.88K17,376
Apr 24, 2024Robino David Jdirector-A-AwardBuy704--10,189
Apr 24, 2024Lentz James E.director-A-AwardBuy704--1,873
Apr 24, 2024Miramontes Louisdirector-A-AwardBuy704--5,757
Apr 24, 2024McIntyre Shaunadirector-A-AwardBuy704--2,366
Apr 24, 2024Loretz Congdon Stacydirector-A-AwardBuy704--1,483
Apr 24, 2024DEBOER SIDNEY Bdirector-A-AwardBuy704--17,462
Mar 18, 2024Roberts Kenneth Edirector-G-GiftSell702--51,794
Mar 01, 2024Roberts Kenneth Edirector-G-GiftBuy194--52,496
Mar 01, 2024Roberts Kenneth Edirector-G-GiftSell194--33,100
Mar 01, 2024DEBOER SIDNEY Bdirector-F-InKindSell95$299.06$28.41K16,758
Feb 20, 2024McIntyre Shaunadirector-S-SaleSell135$297.84$40.21K1,662

The last insider sell of Lithia Motors's stock was made by Miramontes Louis on Aug 16 2024, selling 300 shares at $284.23 per share (valued at $85.27K).

Lithia Motors Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20242366.67%
Q2 202462300.00%
Q1 202471258.33%
Q4 20231425.00%
Q3 20231392.56%
Q2 202398112.50%
Q1 20231612133.33%
Q4 2022104250.00%
Q3 20222450.00%
Q2 202277100.00%
Q1 202283225.00%
Q4 20212633.33%
Q3 20211520.00%
Q2 202183266.67%
Q1 2021162564.00%
Q4 202031816.67%
Q3 202041723.53%
Q2 2020104250.00%
Q1 202051241.67%
Q4 2019-10-

2 total buy trades, and 3 total sell trades (buy/sell ratio of 0.67%) were made by Lithia Motors's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-2-
Q2 2024-1-
Q1 2024-1-
Q4 2023-1-
Q3 2023-36-
Q2 2023-3-
Q1 2023-1-
Q4 2022---
Q3 20221250.00%
Q2 2022-4-
Q1 2022-22-
Q4 20211425.00%
Q3 2021-2-
Q2 2021-1-
Q1 2021-11-
Q4 2020-15-
Q3 2020-13-
Q2 2020---
Q1 2020-3-
Q4 2019-8-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Lithia Motors's stocks.

Lithia Motors Peer Ownership


TickerCompany
ANAutoNation, Inc.
PAGPenske Automotive Group, Inc.
SAHSonic Automotive, Inc.
GPIGroup 1 Automotive, Inc.
ABGAsbury Automotive Group, Inc.

LAD Ownership FAQ


Lithia Motors is owned by institutional shareholders (69.80%), insiders (2.02%), and public (28.19%). The largest institutional shareholder of Lithia Motors is VANGUARD GROUP INC (10.13% of total shares) and the top mutual fund owner is ALGER FUNDS II (0.74% of total shares).

Lithia Motors's major institutional shareholders are VANGUARD GROUP INC, ABRAMS CAPITAL MANAGEMENT, L.P., BLACKROCK INC., HARRIS ASSOCIATES L P, and BARROW HANLEY MEWHINNEY & STRAUSS LLC. The top five shareholders own together 40.90% of the company's share outstanding.

As of Jun 2024, there are 268 institutional shareholders of Lithia Motors.

VANGUARD GROUP INC owns 2.78M shares of Lithia Motors, representing 10.13% of the company's total shares outstanding, valued at $703.06M (as of Jun 2024).

As of Jun 2024, ABRAMS CAPITAL MANAGEMENT, L.P holds 2.39M shares of Lithia Motors (LAD), compromising 8.70% of the company, valued at $603.66M.

BLACKROCK INC is the third largest holder of Lithia Motors. The company owns 2.35M of the company's shares outstanding (worth $594.21M).