Lithia MotorsLAD

13F holders, Q1 2024 (March 31)
413holders
10famous investors
$300.75avg. 13F price*

At the end of Q1 2024, 413 institutions reported holding Lithia Motors Inc. (LAD) in their 13F filings. The largest holders were Vanguard Group Inc. ($845.2M), Abrams Capital Management ($719.4M) and BlackRock Inc. ($713.5M). 10 famous investors held it, including David Abrams (22.5% of Abrams Capital Management's portfolio), Leon Cooperman (5.2% of Omega Advisors (Leon Cooperman)'s portfolio) and Glenn Greenberg (4.8% of Brave Warrior Advisors's portfolio).

Company
Lithia Motors Inc.
CUSIP
536797103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 413Q1 2024Q2 2024: 375Q2 2024Q3 2024: 405Q3 2024Q4 2024: 441Q4 2024Q1 2025: 471Q1 2025Q2 2025: 453Q2 2025Q3 2025: 453Q3 2025Q4 2025: 481Q4 2025Q1 2026: 436Q1 2026Q2 2026: 444Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions62$91.6M
Exits34$23.2M

Ownership 413 holders

Vanguard Group Inc. 0.02% Reduce -0.5% 2,809,275 $845.2M
Abrams Capital Management 22.47% No change 2,391,188 $719.4M
BlackRock Inc. 0.02% Add +0.8% 2,371,671 $713.5M
Harris Associates (Oakmark Funds) 1.00% Add +1.8% 2,060,973 $620.1M
MFN Partners Management, LP 14.24% No change 1,551,077 $466.7M
Barrow Hanley Mewhinney & Strauss LLC 1.50% Reduce -3.3% 1,483,026 $446.2M
State Street Corp. 0.01% Add +2.6% 838,444 $252.3M
Dimensional Fund Advisors LP 0.07% Add +4.4% 812,977 $244.6M
Brave Warrior Advisors 4.83% Reduce -6.8% 767,501 $230.9M
Canada Pension Plan Investment Board 0.23% Add +7.2% 727,849 $219.0M
Conifer Management, L.L.C. 23.26% No change 700,000 $210.6M
FMR LLC 0.01% Add +20.8% 644,829 $194.0M
Royal London Asset Management Ltd. 0.47% Add +2.3% 631,030 $189.9M
Alliancebernstein L.P. 0.06% Reduce -5.4% 532,160 $160.1M
Lyrical Asset Management LP 2.38% Add +3.4% 531,892 $160.0M
Geode Capital Management, LLC 0.01% Add +3.2% 442,409 $133.1M
Morgan Stanley 0.01% Reduce -13.3% 425,272 $127.9M
Omega Advisors (Leon Cooperman) 5.22% No change 416,085 $125.2M
Norges Bank 0.02% Reduce -5.1% 357,425 $107.5M
Cadian Capital Management, LP 3.42% No change 320,000 $96.3M
Frontier Capital Management Co. LLC 0.82% Add +11.7% 293,304 $88.2M
Eventide Asset Management, LLC 1.31% Add +3.3% 276,752 $83.3M
JPMorgan Chase & Co. 0.01% Reduce -14.1% 265,917 $80.0M
Bank of New York Mellon Corp 0.01% Reduce -6.6% 255,080 $76.7M
Tensile Capital Management LP 7.70% Add +12.0% 233,975 $70.4M
Cardinal Capital Management LLC 3.42% Reduce -13.6% 226,310 $68.1M
Invesco Ltd. 0.01% Add +9.3% 224,519 $67.5M
Charles Schwab Investment Management Inc. 0.01% Add +3.0% 214,765 $64.6M
Chicago Capital, LLC 1.96% Add +5.8% 213,731 $64.3M
Russell Investments Group, Ltd. 0.10% Add +11.2% 203,062 $61.3M
Fiera Capital Corp 0.17% Add +2.9% 189,689 $57.1M
Northern Trust Corp. 0.01% Reduce -12.8% 176,918 $53.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.36% Add +16.1% 171,800 $51.7M
Point72 Asset Management 0.15% Add +16.3% 171,175 $51.5M
Brandywine Global Investment Management, LLC 0.32% Add +5.9% 148,485 $44.7M
SRS Investment Management, LLC 0.59% Reduce -60.6% 142,831 $43.0M
Manufacturers Life Insurance Company, The 0.04% Add +1.0% 139,544 $42.0M
Clearbridge Investments, LLC 0.03% Reduce -0.2% 117,325 $35.3M
Bank of America Corp. 0.00% Reduce -5.2% 104,224 $31.4M
Kennedy Capital Management LLC 0.64% Reduce -18.3% 103,645 $31.2M
Principal Financial Group Inc. 0.02% Add +2.6% 103,629 $31.2M
Nuveen Asset Management, LLC 0.01% Add +2.7% 100,252 $30.2M
Perpetual Ltd 0.29% Add +3.0% 98,127 $29.5M
Franklin Resources Inc. 0.01% Reduce -5.1% 95,505 $28.7M
Ameriprise Financial Inc. 0.01% Reduce -1.8% 91,588 $27.6M
Boston Partners 0.03% Add +12.2% 93,056 $27.5M
Rhumbline Advisers 0.02% Reduce -3.6% 82,169 $24.7M
First Trust Advisors LP 0.02% Add +1.4% 79,285 $23.9M
River Road Asset Management, LLC 0.32% Reduce -5.3% 78,280 $23.6M
Bridges Investment Management Inc. 0.69% Add +40.4% 73,498 $22.1M
New York State Common Retirement Fund 0.03% Reduce -4.1% 72,517 $21.8M
Ensign Peak Advisors, Inc 0.04% Reduce -0.3% 72,459 $21.8M
Iridian Asset Management LLC 4.06% Add +9.8% 68,837 $20.7M
Legal & General Group Plc 0.01% Reduce -6.0% 60,760 $18.3M
UBS Group AG 0.01% Add +114.4% 60,549 $18.2M
Squarepoint Ops LLC 0.08% Add +114.4% 60,321 $18.1M
Westwood Holdings Group Inc. 0.14% Add +26.6% 57,279 $17.2M
Swiss National Bank 0.01% No change 54,300 $16.3M
Retirement Systems of Alabama 0.06% Add +0.2% 52,459 $15.8M
Barclays PLC 0.01% Reduce -13.6% 51,083 $15.4M
Logan Capital Management Inc. 0.65% Add +0.9% 50,212 $15.1M
Balyasny Asset Management L.P. 0.04% New 49,685 $14.9M
Goldman Sachs Group Inc. 0.00% Reduce -0.6% 49,510 $14.9M
Envestnet Asset Management Inc. 0.01% Reduce -20.9% 48,904 $14.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +0.5% 48,725 $14.7M
Engle Capital Management, L.P. 3.77% Reduce -15.1% 45,000 $13.5M
Millennium Management 0.01% Add +55.1% 43,091 $13.0M
State of Wisconsin Investment Board 0.03% Reduce -11.0% 40,528 $12.2M
California Public Employees Retirement System 0.01% Reduce -15.9% 39,707 $11.9M
GW&K Investment Management, LLC 0.10% Reduce -89.7% 39,511 $11.9M
Credit Suisse AG/ 0.01% Add +1.0% 38,958 $11.7M
Royal Bank of Canada 0.00% Reduce -5.8% 38,536 $11.6M
New York State Teachers Retirement System 0.02% No change 38,030 $11.4M
Lido Advisors, LLC 0.10% New 38,011 $11.4M
Sei Investments Co. 0.02% Reduce -20.4% 37,861 $11.4M
Dana Investment Advisors, Inc. 0.38% New 37,688 $11.3M
American International Group, Inc. 0.04% Reduce -2.0% 36,425 $11.0M
CIBC Private Wealth Group LLC 0.02% Add +373.4% 36,918 $10.9M
Macquarie Group Ltd. 0.01% Reduce -2.9% 34,708 $10.4M
First Eagle Investment Management, LLC 0.02% Add +53.5% 30,890 $9.3M
Steamboat Capital Partners, LLC 3.17% Add +1.7% 30,563 $9.2M
Channing Capital Management, LLC 0.25% No change 30,390 $9.1M
Comerica Bank 0.04% Add +89.0% 29,473 $8.9M
Wells Fargo & Company 0.00% Reduce -3.8% 29,130 $8.8M
S&T Bank 1.61% Reduce -10.9% 27,865 $8.4M
California State Teachers Retirement System 0.01% Reduce -5.3% 27,843 $8.4M
Texas Permanent School Fund Corp. 0.06% Add +1.4% 24,085 $7.2M
Moran Wealth Management, LLC 0.22% Reduce -0.0% 22,618 $6.8M
Goodnow Investment Group, LLC 0.78% Reduce -1.1% 21,601 $6.5M
Jane Street Group, LLC 0.01% Add +164.5% 21,588 $6.5M
Parkwood LLC 0.67% Reduce -4.8% 21,440 $6.5M
CANADA LIFE ASSURANCE Co 0.01% Add +0.6% 20,220 $6.1M
BNP Paribas Financial Markets 0.01% Add +132.9% 19,138 $5.8M
Victory Capital Management Inc. 0.01% Reduce -5.0% 18,802 $5.7M
Amalgamated Bank 0.05% Reduce -10.2% 18,644 $5.6M
Raymond James & Associates 0.00% Reduce -24.5% 18,542 $5.6M
Spruce House Investment Management LLC 0.38% New 17,500 $5.3M
Verition Fund Management LLC 0.06% New 17,423 $5.2M
CenterBook Partners LP 0.36% New 17,326 $5.2M
ExodusPoint Capital Management, LP 0.06% New 16,871 $5.1M
Mutual of America Capital Management LLC 0.05% Reduce -3.7% 16,396 $4.9M
State of New Jersey Common Pension Fund D 0.01% No change 15,580 $4.7M
T. Rowe Price Associates Inc. 0.00% Add +5.8% 15,223 $4.6M
MetLife Investment Management, LLC 0.03% Reduce -2.6% 15,111 $4.5M
Janus Henderson Group PLC 0.00% Add +0.6% 15,083 $4.5M
Van Eck Associates Corp. 0.01% Add +39.0% 14,737 $4.4M
State Board of Administration of Florida Retirement System 0.01% Reduce -29.5% 19,315 $4.4M
D.A. Davidson & Co. 0.04% Reduce -7.5% 14,374 $4.3M
Intrinsic Edge Capital Management LLC 0.35% Reduce -26.4% 13,918 $4.2M
Long Focus Capital Management, LLC 0.48% No change 13,900 $4.2M
Bridge City Capital, LLC 1.50% Add +0.8% 13,695 $4.1M
Yousif Capital Management, LLC 0.04% Reduce -1.6% 13,252 $4.0M
Wellington Management Group LLP 0.00% Reduce -80.0% 13,026 $3.9M
Susquehanna International Group, LLP 0.01% Add +132.1% 12,802 $3.9M
Citigroup Inc. 0.00% Reduce -2.1% 12,177 $3.7M
Treasurer of the State of North Carolina 0.02% Add +0.7% 12,086 $3.6M
Sendero Wealth Management, LLC 0.62% Add +15.7% 11,949 $3.6M
Focus Partners Wealth 0.03% Add +14.0% 11,933 $3.6M
State of Tennessee, Department of Treasury 0.01% No change 11,800 $3.6M
Man Group plc 0.01% New 11,477 $3.5M
Aquatic Capital Management LLC 0.11% Add +325.8% 11,240 $3.4M
Redwood Investments, LLC 0.98% Add +81.0% 12,838 $3.3M
HRT Financial LP 0.02% New 10,995 $3.3M
American Century Companies Inc. 0.00% Reduce -43.9% 10,951 $3.3M
Holocene Advisors, LP 0.01% New 10,502 $3.2M
PEAK6 Investments LLC 0.15% Reduce -54.7% 10,363 $3.1M
Public Employees Retirement System of Ohio 0.01% Reduce -8.6% 10,357 $3.1M
Raymond James Financial Services Advisors, Inc. 0.00% Add +98.8% 10,059 $3.0M
Arete Wealth Advisors, LLC 0.28% Add +49.7% 11,712 $3.0M
Truist Financial Corp. 0.00% Reduce -40.7% 9,902 $3.0M
Orion Porfolio Solutions, LLC 0.03% Reduce -27.6% 9,882 $3.0M
Orion Portfolio Solutions, LLC 0.03% Reduce -27.6% 9,882 $3.0M
Harfst & Associates, Inc. 0.70% Reduce -10.2% 9,803 $2.9M
California First Leasing Corp. 1.37% No change 9,779 $2.9M
LPL Financial LLC 0.00% Reduce -5.4% 9,603 $2.9M
Alaska Permanent Fund Corp 0.04% Add +0.1% 9,112 $2.7M
Voya Investment Management LLC 0.00% Add +4.0% 9,031 $2.7M
Teachers Retirement System of the State of Kentucky 0.02% No change 9,012 $2.7M
LRT Capital Management, LLC 2.37% Add +37.3% 8,770 $2.6M
Red Spruce Capital, LLC 1.21% Add +6.0% 8,668 $2.6M
Louisiana State Employees Retirement System 0.05% Add +2.6% 7,900 $2.4M
Employees Retirement System of Texas 0.03% Reduce -39.6% 7,630 $2.3M
Citadel Advisors 0.00% Add +250.6% 7,626 $2.3M
Arizona State Retirement System 0.02% Reduce -1.9% 7,563 $2.3M
Stifel Financial Corp. 0.00% Reduce -5.5% 7,464 $2.2M
Tudor Investment Corporation 0.03% Add +109.2% 7,303 $2.2M
Quantbot Technologies LP 0.12% Add +1270.8% 7,183 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +25.4% 7,079 $2.1M
Thrivent Financial for Lutherans 0.00% Add +0.3% 6,896 $2.1M
Great Lakes Advisors, LLC 0.02% Reduce -6.0% 6,849 $2.1M
Oregon Public Employees Retirement Fund 0.04% Reduce -12.1% 6,805 $2.0M
State of Michigan Retirement System 0.01% Add +3.0% 6,787 $2.0M
Timber Creek Capital Management LLC 0.61% Add +6.3% 6,513 $2.0M
HighVista Strategies LLC 0.69% Add +23.1% 6,401 $1.9M
Northwestern Mutual Investment Management Company, LLC 0.05% Add +0.3% 6,139 $1.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 6,088 $1.8M
Ameritas Investment Partners, Inc. 0.06% No change 6,076 $1.8M
Algert Global LLC 0.07% Reduce -67.8% 6,020 $1.8M
STRS Ohio 0.01% Reduce -0.4% 5,803 $1.7M
Oppenheimer Asset Management Inc. 0.03% Reduce -34.4% 5,667 $1.7M
Eisler Capital (UK) Ltd. 0.21% New 5,656 $1.7M
New Mexico Educational Retirement Board 0.06% No change 5,600 $1.7M
Assetmark, Inc. 0.01% Add +21.2% 5,600 $1.7M
Campbell Newman Asset Management Inc. 0.14% Add +2.4% 5,568 $1.7M
Handelsbanken Fonder AB 0.01% No change 5,258 $1.6M
Inspire Investing, LLC 0.16% Add +11.6% 5,065 $1.5M
Atria Investments, Inc 0.02% Reduce -15.1% 5,043 $1.5M
Cobalt Capital Management, Inc. 0.48% New 5,000 $1.5M
Dynamic Technology Lab Private Ltd 0.16% New 4,975 $1.5M
Epoch Investment Partners, Inc. 0.01% Add +95.9% 4,851 $1.5M
Utah Retirement Systems 0.02% No change 4,693 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -6.0% 4,682 $1.4M
SeaCrest Wealth Management, LLC 0.17% No change 4,523 $1.4M
Fulton Bank, N.A. 0.06% Add +3.7% 4,496 $1.4M
Qube Research & Technologies Ltd 0.00% New 4,442 $1.3M
Daiwa Securities Group Inc. 0.01% Add +7.8% 4,404 $1.3M
Gotham Asset Management 0.02% Add +27.6% 4,382 $1.3M
Campbell & CO Investment Adviser LLC 0.11% Add +184.2% 4,331 $1.3M
Pacer Advisors, Inc. 0.00% Add +2.3% 4,224 $1.3M
Legato Capital Management LLC 0.15% No change 4,129 $1.2M
Xponance LLC 0.01% Add +16.7% 4,074 $1.2M
Cetera Investment Advisers 0.00% Add +312.8% 3,814 $1.1M
Twinbeech Capital LP 0.02% New 3,758 $1.1M
Mirabella Financial Services LLP 0.08% New 3,600 $1.1M
Mariner, LLC 0.00% Reduce -17.2% 3,562 $1.1M
Pictet Asset Management Holding SA 0.00% Add +7.1% 3,534 $1.1M
Ashton Thomas Private Wealth, LLC 0.06% Add +2.1% 3,468 $1.0M
Towle & Co. 0.12% No change 3,440 $1.0M
Axq Capital, LP 0.24% Add +42.5% 3,355 $1.0M
South Dakota Investment Council 0.02% Reduce -36.3% 3,333 $1.0M
FORA Capital, LLC 0.08% Reduce -37.1% 3,255 $979K
Wesbanco Bank Inc. 0.04% New 3,240 $975K
Illinois Municipal Retirement Fund 0.01% No change 3,210 $966K
Teacher Retirement System of Texas 0.01% Reduce -36.6% 3,165 $952K
Moloney Securities Asset Management, LLC 0.14% Reduce -2.0% 3,146 $947K
Bank of Montreal 0.00% Add +1.5% 3,053 $930K
Voloridge Investment Management, LLC 0.00% Reduce -49.1% 3,040 $915K
Jump Financial, LLC 0.02% New 3,033 $913K
Public Employees Retirement Association of Colorado 0.00% Reduce -8.1% 3,031 $912K
Pathstone Holdings, LLC 0.00% Reduce -9.4% 3,027 $911K
Quadrature Capital Ltd 0.02% Reduce -68.2% 3,015 $907K
IFP Advisors, Inc 0.04% Add +9.6% 3,007 $905K
Exchange Traded Concepts, LLC 0.02% New 2,998 $902K
New York Life Investment Management LLC 0.01% Reduce -2.3% 2,992 $900K
State of Alaska, Department of Revenue 0.01% No change 2,975 $895K
Waverly Advisors, LLC 0.02% Add +0.4% 2,900 $872K
Prudential Financial Inc. 0.00% Reduce -32.0% 2,850 $857K
Deutsche Bank AG 0.00% Add +2.1% 2,811 $846K
Neuberger Berman Group LLC 0.00% Reduce -21.3% 2,806 $844K
Y-Intercept (Hong Kong) Ltd 0.06% New 2,706 $814K
Tower Research Capital LLC (TRC) 0.02% Add +61.6% 2,700 $812K
Captrust Financial Advisors 0.00% Reduce -81.7% 2,622 $789K
Values First Advisors, Inc. 0.45% Add +3.0% 2,579 $776K
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -32.2% 2,556 $769K
Federated Hermes, Inc. 0.00% Reduce -7.8% 2,529 $761K
Two Sigma Investments, LP 0.00% New 2,524 $759K
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.1% 2,489 $749K
Camelot Portfolios, LLC 0.73% Reduce -14.4% 2,476 $745K
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.4% 2,468 $743K
Factorial Partners, LLC 0.41% Reduce -60.7% 2,400 $722K
Nisa Investment Advisors, LLC 0.00% Add +2.1% 2,386 $718K
Centiva Capital, LP 0.04% New 2,376 $715K
Pearl River Capital, LLC 0.11% New 2,375 $715K
Securian Asset Management, Inc. 0.02% No change 2,334 $702K
Ruane, Cunniff & Goldfarb L.P. 0.01% Reduce -1.3% 2,331 $701K
Walleye Capital LLC 0.01% New 2,278 $685K
Quantitative Investment Management, LLC 0.04% New 2,197 $660K
M&T Bank Corp 0.00% Reduce -11.3% 2,173 $654K
Inceptionr LLC 0.17% New 2,140 $644K
Assenagon Asset Management S.A. 0.00% New 2,129 $641K
Yorktown Management & Research Co Inc 0.60% No change 2,100 $632K
Investment House LLC 0.04% Reduce -66.8% 2,100 $632K
Corton Capital Inc. 0.23% Add +0.4% 2,093 $630K
Vestcor Inc 0.02% No change 2,073 $624K
Brevan Howard Capital Management LP 0.06% New 2,055 $618K
AQR Capital Management 0.00% Add +5.5% 2,045 $615K
Cerity Partners LLC 0.00% Add +58.4% 2,035 $612K
Crossmark Global Holdings, Inc. 0.01% Add +7.9% 1,948 $586K
Burney Co./ 0.02% Reduce -9.7% 1,922 $578K
QRG Capital Management, Inc. 0.01% Add +0.3% 1,922 $578K
Walleye Trading LLC 0.01% New 1,885 $567K
US Bancorp \de 0.00% Reduce -5.5% 1,872 $563K
Tidal Investments LLC 0.01% Reduce -5.0% 1,862 $560K
Rafferty Asset Management, LLC 0.00% Reduce -18.3% 1,814 $546K
FourThought Financial Partners, LLC 0.06% Add +11.9% 1,800 $541K
Elevation Point Wealth Partners, LLC 0.04% Add +0.3% 1,799 $541K
HighTower Advisors, LLC 0.00% Reduce -1.3% 1,746 $539K
Maryland State Retirement & Pension System 0.01% No change 2,065 $539K
Federation des caisses Desjardins du Quebec 0.00% Add +59400.0% 1,785 $537K
Snowden Capital Advisors LLC 0.02% Reduce -2.3% 1,784 $537K
Petrus Trust Company, LTA 0.05% New 1,659 $499K
OneAscent Financial Services LLC 0.05% Reduce -2.7% 1,643 $494K
Osaic Holdings, Inc. 0.00% Reduce -53.2% 1,618 $487K
Guggenheim Capital LLC 0.00% Reduce -14.1% 1,611 $485K
Creative Planning 0.00% Add +5.9% 1,587 $477K
MML Investors Services, LLC 0.00% Reduce -23.5% 1,529 $460K
Shell Asset Management Co. 0.02% Add +101.7% 1,795 $453K
Park Avenue Securities LLC 0.01% Reduce -26.2% 1,476 $444K
PNC Financial Services Group, Inc. 0.00% Reduce -35.0% 1,423 $428K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -34.4% 1,374 $413K
ProShare Advisors LLC 0.00% Reduce -7.2% 1,343 $404K
Bristlecone Advisors, LLC 0.04% Add +7.3% 1,325 $399K
Occudo Quantitative Strategies LP 0.07% New 1,296 $390K
AlphaQuest LLC 0.07% New 1,288 $388K
Mercer Global Advisors Inc. 0.00% Reduce -21.6% 1,225 $369K
First Hawaiian Bank 0.01% Reduce -3.9% 1,218 $366K
Shelton Capital Management 0.01% No change 1,181 $355K
XTX Topco Ltd 0.05% New 1,172 $353K
HSBC Holdings PLC 0.00% Reduce -92.4% 1,139 $343K
Commonwealth Equity Services, LLC 0.00% Reduce -14.9% 1,133 $341K
Janney Montgomery Scott LLC 0.00% Add +34.4% 1,114 $335K
NewEdge Advisors, LLC 0.00% Reduce -19.0% 1,093 $329K
Metis Global Partners, LLC 0.01% No change 1,069 $322K
Armistice Capital, LLC 0.01% New 1,069 $322K
Connors Investor Services Inc. 0.03% No change 1,055 $317K
Qsemble Capital Management, LP 0.07% New 1,051 $316K
OneAscent Wealth Management LLC 0.12% Reduce -11.7% 1,047 $315K
CreativeOne Wealth, LLC 0.01% Add +8.1% 1,044 $314K
Dalton Investments, Inc. 0.18% No change 1,000 $301K
Regions Financial Corp. 0.00% Reduce -33.9% 987 $297K
Numerai GP LLC 0.13% Reduce -58.6% 971 $292K
Coldstream Capital Management Inc. 0.01% Reduce -34.8% 963 $290K
Scientech Research LLC 0.15% New 963 $290K
iSAM Funds (UK) Ltd 0.16% New 953 $287K
Phoenix Financial Ltd. 0.00% New 950 $285K
Ethic Inc. 0.01% Add +1.0% 947 $285K
Haverford Trust Co 0.00% Reduce -42.4% 947 $285K
Fred Alger Management, LLC 0.00% New 929 $279K
Engineers Gate Manager LP 0.01% New 928 $279K
Oracle Alpha Inc. 0.48% Reduce -3.2% 882 $265K
Corient Private Wealth LP 0.00% Add +11.7% 872 $262K
Isthmus Partners, LLC 0.03% No change 870 $262K
Moneta Group Investment Advisors LLC 0.00% Add +4.5% 860 $259K
Blair William & Co. 0.00% Reduce -5.8% 836 $251K
National Bank of Canada 0.00% Add +4.4% 940 $248K
CPC Advisors, LLC 0.04% New 812 $244K
Profund Advisors LLC 0.01% Add +4.1% 795 $239K
Thrive Capital Management, LLC 0.13% New 785 $236K
Oxford Asset Management LLP 0.26% New 780 $235K
Panagora Asset Management Inc. 0.00% No change 778 $234K
CIBC Asset Management Inc 0.00% No change 775 $233K
BTC Capital Management, Inc. 0.02% — 766 $230K
Commerce Bank 0.00% Reduce -69.3% 763 $230K
Ground Swell Capital, LLC 0.24% New 758 $228K
Vident Advisory, LLC 0.00% Add +4.6% 754 $227K
Mraz, Amerine & Associates, Inc. 0.04% Add +5.6% 751 $226K
Hennion & Walsh Asset Management, Inc. 0.01% No change 730 $220K
Handelsinvest Investeringsforvaltning 0.10% Reduce -34.2% 719 $216K
Meiji Yasuda Asset Management Co Ltd. 0.01% New 705 $212K
Inspire Advisors, LLC 0.03% Add +12.0% 692 $208K
Integrated Wealth Concepts LLC 0.00% Reduce -6.5% 690 $208K
Kestra Advisory Services, LLC 0.00% Reduce -76.8% 685 $206K
SVB Wealth LLC 0.00% New 684 $206K
Central Pacific Bank - Trust Division 0.03% — 655 $194K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.5% 595 $179K
KBC Group NV 0.00% Add +33.6% 596 $179K
Highlander Capital Management, LLC 0.06% No change 500 $150K
Rakuten Securities, Inc. 0.06% Add +0.4% 487 $147K
Quadrant Capital Group LLC 0.01% Reduce -4.6% 475 $143K
EverSource Wealth Advisors, LLC 0.01% Add +13.3% 554 $141K
Ossiam 0.00% Reduce -59.7% 408 $123K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -1.2% 407 $122K
Mather Group, Llc. 0.00% New 345 $114K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 375 $113K
Allspring Global Investments Holdings, LLC 0.00% Reduce -44.6% 368 $111K
Nomura Asset Management Co. Ltd. 0.00% Add +25.2% 358 $108K
State of Wyoming 0.02% Reduce -6.0% 313 $94K
Signaturefd, LLC 0.00% Reduce -12.6% 312 $94K
NFSG Corp 0.04% Add +0.7% 302 $91K
Lazard Asset Management LLC 0.00% Reduce -2.3% 261 $78K
Fifth Third Bancorp 0.00% Add +5.9% 232 $70K
Cwm, LLC 0.00% Reduce -5.1% 204 $61K
CI Investments Inc. 0.00% Add +65.5% 192 $58K
Rise Advisors, LLC 0.03% Add +80.2% 191 $57K
Contravisory Investment Management, Inc. 0.01% No change 182 $55K
Montag A & Associates Inc. 0.00% Reduce -8.4% 175 $53K
First Horizon Advisors, Inc. 0.00% Reduce -24.8% 158 $48K
Penserra Capital Management LLC 0.00% Add +2.5% 123 $37K
JFS Wealth Advisors, LLC 0.00% No change 122 $37K
GAMMA Investing LLC 0.01% Reduce -24.0% 114 $34K
Huntington National Bank 0.00% Add +6.7% 112 $34K
Global X Japan Co., Ltd. 0.01% Reduce -5.1% 111 $33K
Cubist Systematic Strategies, LLC 0.00% New 108 $32K
Denali Advisors LLC 0.01% Add +1.0% 104 $31K
SYSTM Wealth Solutions LLC 0.00% Reduce -74.3% 102 $31K
Addison Advisors LLC 0.01% No change 100 $30K
LGT Financial Advisors LLC 0.03% No change 92 $28K
WD Rutherford LLC 0.01% New 80 $24K
Plante Moran Financial Advisors, LLC 0.00% No change 77 $23K
Avior Wealth Management, LLC 0.00% New 77 $23K
Blue Trust, Inc. 0.00% Reduce -9.9% 73 $22K
Riverview Trust Co 0.01% New 60 $18K
Lindbrook Capital, LLC 0.00% No change 54 $16K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +260.0% 54 $16K
Security National Bank 0.00% Add +66.7% 50 $15K
West Branch Capital LLC 0.01% No change 45 $14K
Atlas Capital Advisors Inc. 0.00% Reduce -18.4% 40 $12K
Principal Securities, Inc. 0.00% Reduce -31.0% 40 $12K
Whittier Trust Co. of Nevada Inc. 0.00% No change 40 $12K
Meeder Asset Management Inc. 0.00% New 39 $12K
Global Retirement Partners, LLC 0.00% No change 37 $11K
Covestor Ltd 0.01% No change 31 $9K
Bessemer Group Inc. 0.00% No change 29 $9K
Ancora Advisors LLC 0.00% No change 29 $9K
Bell Investment Advisors, Inc 0.00% No change 28 $8K
Institutional & Family Asset Management, LLC 0.00% No change 28 $8K
Leonteq Securities AG 0.00% No change 27 $8K
Hollencrest Capital Management 0.00% No change 25 $8K
Rosenberg Matthew Hamilton 0.00% No change 25 $7K
Parkside Financial Bank & Trust 0.00% No change 24 $7K
Smartleaf Asset Management LLC 0.00% New 22 $7K
Allworth Financial LP 0.00% No change 22 $7K
Frazier Financial Advisors, LLC 0.01% No change 21 $6K
Smithfield Trust Co 0.00% No change 21 $6K
Cornerstone Planning Group LLC 0.00% Reduce -17.9% 23 $6K
HighMark Wealth Management LLC 0.00% Reduce -30.8% 18 $5K
Caitlin John, LLC 0.00% No change 17 $5K
Front Row Advisors LLC 0.00% New 16 $5K
Cetera Trust Company, N.A 0.00% No change 15 $5K
Washington Trust Advisors, Inc. 0.00% No change 15 $5K
Venturi Wealth Management, LLC 0.00% No change 14 $4K
Parallel Advisors, LLC 0.00% Add +7.7% 14 $4K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -7.7% 12 $4K
Farmers & Merchants Investments Inc. 0.00% No change 12 $4K
Private Trust Co. NA 0.00% Reduce -52.4% 10 $3K
Capital Advisors, Ltd. LLC 0.00% No change 11 $3K
Geneos Wealth Management Inc. 0.00% No change 9 $3K
Prestige Wealth Management Group LLC 0.00% No change 8 $2K
SJS Investment Consulting Inc. 0.00% No change 8 $2K
UMB Bank, n.a. 0.00% New 8 $2K
Private Wealth Management Group, LLC 0.00% No change 7 $2K
Manchester Capital Management LLC 0.00% No change 7 $2K
FinTrust Capital Advisors, LLC 0.00% No change 6 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $2K
Bellevue Asset Management, LLC 0.00% No change 6 $2K
Provenance Wealth Advisors, LLC 0.00% No change 5 $2K
Farther Finance Advisors, LLC 0.00% Reduce -28.6% 5 $1K
Semmax Financial Advisors Inc. 0.00% New 5 $1K
Continuum Advisory, LLC 0.00% New 5 $1K
Eagle Bay Advisors LLC 0.00% No change 4 $1K
Wetzel Investment Advisors, Inc. 0.00% No change 4 $1K
McClarren Financial Advisors, Inc. 0.00% Add +100.0% 2 $1K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 2 $1K
Focused Wealth Management, Inc 0.00% No change 3 $917
Versant Capital Management, Inc 0.00% No change 3 $903
Park Place Capital Corp 0.00% Reduce -88.5% 3 $903
Janiczek Wealth Management, LLC 0.00% No change 3 $903
St Germain D J Co. Inc. 0.00% New 3 $903
Pineridge Advisors LLC 0.00% New 2 $603
Valued Wealth Advisors LLC 0.00% New 2 $602
CENTRAL TRUST Co 0.00% No change 2 $602
TFC Financial Management, Inc. 0.00% New 1 $301
Bokf, NA 0.00% No change 1 $296

"% of holder's portfolio" is LAD's weight in each manager's 13F, not the share of Lithia Motors Inc. the manager owns.