Lithia Motors Ownership | Who Owns Lithia Motors?
Lithia Motors Ownership Summary
Lithia Motors is owned by 103.42% institutional investors, 1.88% insiders. Vanguard group is the largest institutional shareholder, holding 10.13% of LAD shares. Oakmark Select Investor is the top mutual fund, with 4.78% of its assets in Lithia Motors shares.
LAD Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Lithia Motors | 103.42% | 1.88% | -5.29% |
Sector | Consumer Cyclical Stocks | 59.80% | 12.55% | 27.65% |
Industry | Car Dealership Stocks | 64.01% | 9.65% | 26.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 2.78M | 10.13% | $703.06M |
Abrams capital management | 2.39M | 8.70% | $603.66M |
Blackrock | 2.35M | 8.56% | $594.21M |
Harris associates l p | 2.02M | 7.34% | $509.28M |
Barrow hanley mewhinney & strauss | 1.70M | 6.19% | $429.39M |
Dimensional fund advisors lp | 1.02M | 3.70% | $256.62M |
Brave warrior advisors | 855.17K | 3.11% | $215.89M |
State street | 830.15K | 3.02% | $209.57M |
Conifer management | 700.00K | 2.55% | $176.72M |
Canada pension plan investment board | 690.31K | 2.51% | $174.27M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Conifer management | 700.00K | 21.67% | $176.72M |
Abrams capital management | 2.39M | 11.80% | $603.66M |
Tensile capital management lp | 255.28K | 7.11% | $64.44M |
Iridian asset management llc/ct | 53.85K | 5.12% | $19.25M |
Brave warrior advisors | 855.17K | 4.78% | $215.89M |
Cooperman leon g | 416.08K | 4.43% | $105.04M |
Engle capital management | 43.00K | 3.67% | $10.86M |
Cardinal capital management llc /ct | 43.82K | 3.03% | $11.06M |
Lrt capital management | 9.43K | 2.24% | $2.38M |
Lyrical asset management lp | 520.90K | 2.11% | $131.50M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 348.17K | 0.01% | 348.17K |
Barrow hanley mewhinney & strauss | 1.70M | 1.47% | 217.87K |
River road asset management | 286.40K | 1.04% | 208.12K |
Dimensional fund advisors lp | 1.02M | 0.07% | 203.54K |
Advent corp/ma | 142.00K | 0.86% | 142.00K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Mfn partners management, lp | - | - | -890.00K |
Alliancebernstein | 48.51K | 0.00% | -483.65K |
Fiera capital | - | - | -191.89K |
Cardinal capital management llc /ct | 43.82K | 3.03% | -182.49K |
Cadian capital management, lp | 141.75K | 1.78% | -178.25K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 348.17K | 0.01% | 348.17K | $87.90M |
Advent corp/ma | 142.00K | 0.86% | 142.00K | $35.85M |
Schonfeld strategic advisors | 132.60K | 0.22% | 132.60K | $33.47M |
Wedge capital management l l p/nc | 130.11K | 0.84% | 130.11K | $46.50M |
J. goldman & co lp | 92.01K | 0.66% | 92.01K | $23.23M |
Sold Out
Holder | Change |
---|---|
Advisornet financial | -1.00 |
Mcclarren financial advisors | -2.00 |
Pineridge advisors | -2.00 |
Migdal insurance & financial | -2.00 |
Park place capital | -3.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 420 | 6.33% | 27,611,865 | 0.14% | 103 | 1.03% | 209 | 18.75% | 137 | -3.52% |
Jun 30, 2024 | 395 | -9.40% | 27,573,241 | -1.79% | 100 | 0.96% | 176 | -10.66% | 142 | -1.39% |
Mar 31, 2024 | 436 | 6.86% | 28,076,726 | -2.17% | 102 | 0.94% | 197 | 0.51% | 144 | 9.09% |
Dec 31, 2023 | 408 | 0.49% | 28,698,968 | 2.24% | 104 | 1.01% | 196 | 14.62% | 132 | -9.59% |
Sep 30, 2023 | 406 | 5.18% | 28,069,459 | -4.60% | 101 | 0.89% | 171 | 1.18% | 146 | - |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Oakmark Select Investor | 1.27M | 4.78% | -25.90K |
iShares Core S&P Mid-Cap ETF | 868.93K | 3.26% | 2.83K |
Vanguard Total Stock Mkt Idx Inv | 829.50K | 3.11% | -12.30K |
Vanguard Small Cap Index | 678.30K | 2.55% | 3.76K |
Vanguard Small Cap Value Index Inv | 450.32K | 1.69% | -5.82K |
Vanguard Institutional Extnd Mkt Idx Tr | 403.67K | 1.52% | 3.40K |
Barrow Hanley Global Value Equity | 257.90K | 0.97% | -728.00 |
DFA US Small Cap Value I | 251.87K | 0.95% | 1.21K |
Oakmark Equity And Income Investor | 246.30K | 0.92% | -50.00K |
Harris Assoc. Oakmark Eq & Inc CIT | 246.30K | 0.92% | -50.00K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 10, 2024 | Stork David | Chief Administrative Officer | Sell | $101.33K |
Nov 27, 2024 | Miller Tina | Chief Financial Officer | Sell | $392.72K |
Nov 22, 2024 | DEBOER BRYAN B | Chief Executive Officer | Sell | $4.53M |
Nov 25, 2024 | DEBOER BRYAN B | Chief Executive Officer | Sell | $2.70M |
Nov 21, 2024 | GLANDON GARY M | Chief People Officer | Sell | $92.65K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 16 |
2024 Q3 | - | 7 |
2024 Q2 | - | 1 |
2024 Q1 | - | 1 |
2023 Q4 | - | 1 |
LAD Ownership FAQ
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