Lithia MotorsLAD
13F holders, Q2 2024 (June 30)375holders −38
48new positions
83sold out
11famous investors
$252.42avg. 13F price*
At the end of Q2 2024, 375 institutions reported holding Lithia Motors Inc. (LAD) in their 13F filings, down 38 from Q1 2024. 48 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($703.1M), Abrams Capital Management ($603.7M) and BlackRock Inc. ($594.2M). 11 famous investors held it, including David Abrams (11.8% of Abrams Capital Management's portfolio), Glenn Greenberg (4.8% of Brave Warrior Advisors's portfolio) and Leon Cooperman (4.4% of Omega Advisors (Leon Cooperman)'s portfolio).
- Company
- Lithia Motors Inc.
- CUSIP
- 536797103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $140.2M |
| Exits | 83 | $132.5M |
All 13F filers, Q1 2024 → Q2 2024: 1,977,234 shares bought and 2,865,436 shares sold, net −888,202 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 375 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.9% | 2,784,960 | $703.1M |
| Abrams Capital Management | 11.80% | No change | 2,391,188 | $603.7M |
| BlackRock Inc. | 0.01% | Reduce -0.8% | 2,353,792 | $594.2M |
| Harris Associates (Oakmark Funds) | 0.86% | Reduce -2.1% | 2,017,367 | $509.3M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.47% | Add +14.7% | 1,700,893 | $429.4M |
| Dimensional Fund Advisors LP | 0.07% | Add +25.0% | 1,016,520 | $256.6M |
| MFN Partners Management, LP | 8.28% | Reduce -42.6% | 890,000 | $224.7M |
| Brave Warrior Advisors | 4.78% | Add +11.4% | 855,172 | $215.9M |
| State Street Corp. | 0.01% | Reduce -1.0% | 830,155 | $209.6M |
| Conifer Management, L.L.C. | 21.67% | No change | 700,000 | $176.7M |
| Canada Pension Plan Investment Board | 0.17% | Reduce -5.2% | 690,311 | $174.3M |
| FMR LLC | 0.01% | Add +3.5% | 667,488 | $168.5M |
| Royal London Asset Management Ltd. | 0.36% | Reduce -10.8% | 562,827 | $142.1M |
| Lyrical Asset Management LP | 2.11% | Reduce -2.1% | 520,905 | $131.5M |
| Geode Capital Management, LLC | 0.01% | Add +2.1% | 451,716 | $114.1M |
| Omega Advisors (Leon Cooperman) | 4.43% | No change | 416,085 | $105.0M |
| Morgan Stanley | 0.01% | Reduce -3.6% | 410,081 | $103.5M |
| Norges Bank | 0.01% | Reduce -2.6% | 348,171 | $87.9M |
| River Road Asset Management, LLC | 1.04% | Add +265.9% | 286,400 | $72.3M |
| Bank of New York Mellon Corp | 0.01% | Add +2.1% | 260,470 | $65.8M |
| Tensile Capital Management LP | 7.11% | Add +9.1% | 255,275 | $64.4M |
| Eventide Asset Management, LLC | 1.06% | Reduce -11.2% | 245,690 | $62.0M |
| Invesco Ltd. | 0.01% | Add +5.1% | 236,042 | $59.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.8% | 222,866 | $56.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.4% | 222,239 | $56.1M |
| Chicago Capital, LLC | 1.61% | Add +0.3% | 214,436 | $54.1M |
| Frontier Capital Management Co. LLC | 0.51% | Reduce -30.5% | 203,854 | $51.5M |
| Russell Investments Group, Ltd. | 0.08% | Reduce -0.4% | 202,161 | $50.9M |
| Northern Trust Corp. | 0.01% | Add +12.3% | 198,638 | $50.1M |
| Fiera Capital Corp | 0.15% | Add +1.2% | 191,894 | $48.4M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +19.5% | 166,755 | $42.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.25% | Reduce -5.9% | 161,700 | $40.8M |
| Bridges Investment Management Inc. | 0.62% | Add +118.9% | 160,860 | $40.6M |
| Balyasny Asset Management L.P. | 0.10% | Add +192.0% | 145,064 | $36.6M |
| Advent International, L.P. | 0.86% | New | 142,000 | $35.8M |
| Cadian Capital Management, LP | 1.78% | Reduce -55.7% | 141,750 | $35.8M |
| Millennium Management | 0.03% | Add +211.2% | 134,112 | $33.9M |
| Schonfeld Strategic Advisors LLC | 0.26% | New | 132,598 | $33.5M |
| Brandywine Global Investment Management, LLC | 0.25% | Reduce -12.1% | 130,540 | $33.0M |
| Clearbridge Investments, LLC | 0.02% | Add +2.3% | 119,963 | $30.3M |
| Bank of America Corp. | 0.00% | Add +8.3% | 112,888 | $28.5M |
| Ameriprise Financial Inc. | 0.01% | Add +17.3% | 107,447 | $27.1M |
| Perpetual Ltd | 0.27% | Add +1.5% | 99,600 | $25.1M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -2.3% | 97,920 | $24.7M |
| First Trust Advisors LP | 0.03% | Add +22.8% | 97,353 | $24.6M |
| Franklin Resources Inc. | 0.01% | Reduce -1.9% | 93,638 | $23.6M |
| J. Goldman & Co LP | 0.86% | New | 92,006 | $23.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -11.9% | 91,269 | $23.0M |
| Boston Partners | 0.03% | Reduce -3.9% | 89,396 | $21.8M |
| Rhumbline Advisers | 0.02% | Reduce -2.1% | 80,445 | $20.3M |
| Kennedy Capital Management LLC | 0.43% | Reduce -23.1% | 79,696 | $20.1M |
| Iridian Asset Management LLC | 4.16% | Add +6.1% | 73,040 | $18.4M |
| Ensign Peak Advisors, Inc | 0.03% | Add +0.2% | 72,609 | $18.3M |
| New York State Common Retirement Fund | 0.02% | Add +0.0% | 72,522 | $18.3M |
| Hotchkis & Wiley Capital Management LLC | 0.06% | New | 70,589 | $17.8M |
| Westwood Holdings Group Inc. | 0.15% | Add +22.9% | 70,405 | $17.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +40.1% | 68,272 | $17.2M |
| UBS Group AG | 0.00% | Reduce -5.6% | 57,158 | $14.4M |
| Lido Advisors, LLC | 0.12% | Add +47.4% | 56,011 | $14.1M |
| Swiss National Bank | 0.01% | Reduce -0.2% | 54,200 | $13.7M |
| Legal & General Group Plc | 0.00% | Reduce -11.4% | 53,831 | $13.6M |
| Retirement Systems of Alabama | 0.05% | Reduce -1.4% | 51,726 | $13.1M |
| CIBC Private Wealth Group LLC | 0.02% | Add +40.5% | 51,858 | $12.9M |
| Sei Investments Co. | 0.02% | Add +32.9% | 50,321 | $12.7M |
| Logan Capital Management Inc. | 0.54% | Reduce -1.0% | 49,728 | $12.6M |
| Bank of Montreal | 0.00% | Add +1502.3% | 48,919 | $12.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -90.9% | 48,507 | $12.2M |
| Barclays PLC | 0.01% | Reduce -13.4% | 44,243 | $11.2M |
| Cardinal Capital Management LLC | 3.03% | Reduce -80.6% | 43,823 | $11.1M |
| Engle Capital Management, L.P. | 3.67% | Reduce -4.4% | 43,000 | $10.9M |
| California Public Employees Retirement System | 0.01% | Add +6.1% | 42,130 | $10.6M |
| New York State Teachers Retirement System | 0.02% | Reduce -2.1% | 37,230 | $9.4M |
| Dana Investment Advisors, Inc. | 0.32% | Reduce -1.3% | 37,203 | $9.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.3% | 36,532 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.8% | 36,241 | $9.1M |
| Corebridge Financial, Inc. | 0.05% | — | 34,662 | $8.8M |
| Channing Capital Management, LLC | 0.24% | Add +12.1% | 34,061 | $8.6M |
| Raymond James & Associates | 0.01% | Add +66.6% | 30,898 | $7.8M |
| Wells Fargo & Company | 0.00% | Add +5.6% | 30,766 | $7.8M |
| GW&K Investment Management, LLC | 0.07% | Reduce -26.1% | 29,182 | $7.4M |
| Man Group plc | 0.02% | Add +144.9% | 28,105 | $7.1M |
| California State Teachers Retirement System | 0.01% | Reduce -2.3% | 27,210 | $6.9M |
| Marshall Wace, LLP | 0.01% | New | 26,549 | $6.7M |
| Citadel Advisors | 0.01% | Add +227.1% | 24,941 | $6.3M |
| Parkwood LLC | 0.77% | Add +14.8% | 24,606 | $6.2M |
| EVR Research LP | 1.81% | New | 24,000 | $6.1M |
| Moran Wealth Management, LLC | 0.19% | Add +1.1% | 22,862 | $5.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +8.7% | 21,972 | $5.5M |
| First Eagle Investment Management, LLC | 0.01% | Reduce -30.2% | 21,558 | $5.4M |
| Algert Global LLC | 0.18% | Add +257.0% | 21,493 | $5.4M |
| Comerica Bank | 0.02% | Reduce -27.5% | 21,373 | $5.4M |
| Jane Street Group, LLC | 0.01% | Reduce -3.5% | 20,825 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -49.0% | 20,652 | $5.2M |
| Steamboat Capital Partners, LLC | 1.86% | Reduce -34.5% | 20,023 | $5.1M |
| CenterBook Partners LP | 0.31% | Add +14.2% | 19,791 | $5.0M |
| Squarepoint Ops LLC | 0.02% | Reduce -67.3% | 19,694 | $5.0M |
| BNP Paribas Financial Markets | 0.01% | Add +1.1% | 19,359 | $4.9M |
| S&T Bank | 1.23% | Reduce -31.6% | 19,051 | $4.8M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -3.5% | 18,636 | $4.7M |
| Royal Bank of Canada | 0.00% | Reduce -54.9% | 17,365 | $4.4M |
| Amalgamated Bank | 0.04% | Reduce -8.0% | 17,145 | $4.3M |
| Bridge City Capital, LLC | 1.45% | Add +24.7% | 17,082 | $4.3M |
| Van Eck Associates Corp. | 0.01% | Add +11.4% | 16,423 | $4.1M |
| Citigroup Inc. | 0.00% | Add +30.5% | 15,896 | $4.0M |
| Janus Henderson Group PLC | 0.00% | Add +5.3% | 15,887 | $4.0M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -4.3% | 15,693 | $4.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.8% | 15,641 | $3.9M |
| D.A. Davidson & Co. | 0.03% | Add +2.3% | 14,704 | $3.7M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.5% | 14,426 | $3.6M |
| Wellington Management Group LLP | 0.00% | Add +8.7% | 14,159 | $3.6M |
| Intrinsic Edge Capital Management LLC | 0.34% | No change | 13,918 | $3.5M |
| Long Focus Capital Management, LLC | 0.36% | No change | 13,900 | $3.5M |
| Holocene Advisors, LP | 0.01% | Add +22.7% | 12,884 | $3.3M |
| Point72 Asset Management | 0.01% | Reduce -92.6% | 12,727 | $3.2M |
| Yousif Capital Management, LLC | 0.03% | Reduce -8.4% | 12,144 | $3.1M |
| Arete Wealth Advisors, LLC | 0.25% | Add +2.8% | 12,045 | $3.0M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 11,800 | $3.0M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -2.5% | 11,790 | $3.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -13.3% | 11,102 | $2.8M |
| American Century Companies Inc. | 0.00% | Reduce -0.0% | 10,949 | $2.8M |
| Sendero Wealth Management, LLC | 0.46% | Reduce -9.6% | 10,801 | $2.7M |
| California First Leasing Corp. | 1.21% | Add +10.0% | 10,759 | $2.7M |
| Alaska Permanent Fund Corp | 0.04% | Add +7.2% | 9,772 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -32.4% | 10,536 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.7% | 10,535 | $2.7M |
| Quantbot Technologies LP | 0.13% | Add +46.1% | 10,496 | $2.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.3% | 10,331 | $2.6M |
| Voya Investment Management LLC | 0.00% | Add +13.3% | 10,230 | $2.6M |
| LRT Capital Management, LLC | 2.24% | Add +7.6% | 9,434 | $2.4M |
| Eisler Capital (US) LLC | 0.44% | New | 9,262 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 9,012 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.9% | 8,767 | $2.2M |
| Red Spruce Capital, LLC | 1.01% | Reduce -0.5% | 8,625 | $2.2M |
| LPL Financial LLC | 0.00% | Reduce -18.0% | 7,877 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.3% | 7,800 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +4.2% | 7,775 | $2.0M |
| Arizona State Retirement System | 0.01% | Add +1.9% | 7,707 | $1.9M |
| Employees Retirement System of Texas | 0.02% | No change | 7,630 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 7,551 | $1.9M |
| Timber Creek Capital Management LLC | 0.58% | Add +15.9% | 7,546 | $1.9M |
| Assetmark, Inc. | 0.01% | Add +31.6% | 7,368 | $1.9M |
| Harfst & Associates, Inc. | 0.42% | Reduce -28.0% | 7,060 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.0% | 6,622 | $1.7M |
| State of Michigan Retirement System | 0.01% | Reduce -3.0% | 6,587 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -33.6% | 6,561 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -33.6% | 6,561 | $1.7M |
| Verition Fund Management LLC | 0.01% | Reduce -64.6% | 6,160 | $1.6M |
| Victory Capital Management Inc. | 0.00% | Reduce -67.4% | 6,131 | $1.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -0.4% | 6,116 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.2% | 6,074 | $1.5M |
| Tudor Investment Corporation | 0.02% | Reduce -18.6% | 5,941 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -4.1% | 5,829 | $1.5M |
| Landscape Capital Management, L.L.C. | 0.12% | New | 5,819 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -16.3% | 5,695 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +21.5% | 5,690 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | Add +7.6% | 5,658 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | No change | 5,600 | $1.4M |
| Campbell Newman Asset Management Inc. | 0.11% | Add +0.0% | 5,570 | $1.4M |
| Inspire Investing, LLC | 0.15% | Add +2.9% | 5,213 | $1.3M |
| Investment House LLC | 0.07% | Add +134.7% | 4,928 | $1.2M |
| Semanteon Capital Management, LP | 0.86% | New | 4,815 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.13% | No change | 4,523 | $1.1M |
| Wolverine Trading, LLC | 0.02% | New | 4,469 | $1.1M |
| Utah Retirement Systems | 0.01% | Reduce -6.4% | 4,393 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -24.2% | 4,296 | $1.1M |
| Fulton Bank, N.A. | 0.04% | Reduce -4.5% | 4,296 | $1.1M |
| Legato Capital Management LLC | 0.14% | No change | 4,129 | $1.0M |
| Two Sigma Investments, LP | 0.00% | Add +63.4% | 4,124 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.9% | 4,100 | $1.0M |
| Gotham Asset Management | 0.01% | Reduce -8.7% | 4,003 | $1.0M |
| Timelo Investment Management Inc. | 2.03% | New | 4,000 | $1.0M |
| Exchange Traded Concepts, LLC | 0.03% | Add +30.5% | 3,913 | $988K |
| Atria Investments, Inc | 0.01% | Reduce -22.9% | 3,890 | $982K |
| Daiwa Securities Group Inc. | 0.01% | Reduce -11.8% | 3,885 | $981K |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 3,862 | $975K |
| Koss-Olinger Consulting, LLC | 0.09% | New | 3,755 | $948K |
| South Dakota Investment Council | 0.02% | Add +7.9% | 3,595 | $908K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.1% | 3,494 | $882K |
| Brevan Howard Capital Management LP | 0.06% | Add +68.8% | 3,468 | $875K |
| Xponance LLC | 0.01% | Reduce -15.8% | 3,431 | $866K |
| Axq Capital, LP | 0.20% | Add +2.1% | 3,427 | $865K |
| Waverly Advisors, LLC | 0.02% | Add +18.0% | 3,421 | $864K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -3.1% | 3,362 | $849K |
| New York Life Investment Management LLC | 0.01% | Add +10.2% | 3,298 | $833K |
| Tidal Investments LLC | 0.01% | Add +76.1% | 3,279 | $828K |
| Jump Financial, LLC | 0.02% | Add +6.6% | 3,232 | $816K |
| Fox Run Management, L.L.C. | 0.15% | New | 3,101 | $783K |
| Pathstone Holdings, LLC | 0.00% | Add +1.1% | 3,061 | $773K |
| IFP Advisors, Inc | 0.03% | Reduce -0.3% | 2,999 | $757K |
| State of Alaska, Department of Revenue | 0.01% | No change | 2,975 | $751K |
| Qsemble Capital Management, LP | 0.14% | Add +181.7% | 2,961 | $748K |
| Camelot Portfolios, LLC | 0.42% | Add +19.1% | 2,950 | $745K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -3.3% | 2,932 | $740K |
| Intech Investment Management LLC | 0.01% | New | 2,821 | $712K |
| Ruane, Cunniff & Goldfarb L.P. | 0.01% | Add +16.9% | 2,724 | $688K |
| Walleye Capital LLC | 0.01% | Add +19.0% | 2,711 | $684K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.6% | 2,706 | $683K |
| Deutsche Bank AG | 0.00% | Reduce -3.8% | 2,705 | $683K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.8% | 2,628 | $663K |
| Captrust Financial Advisors | 0.00% | Reduce -1.5% | 2,583 | $652K |
| AQR Capital Management | 0.00% | Add +25.4% | 2,565 | $645K |
| Values First Advisors, Inc. | 0.38% | Reduce -2.2% | 2,523 | $637K |
| Prudential Financial Inc. | 0.00% | Reduce -12.2% | 2,503 | $632K |
| D. E. Shaw & Co. | 0.00% | New | 2,492 | $629K |
| Harbor Capital Advisors, Inc. | 0.05% | New | 2,405 | $607K |
| Mariner, LLC | 0.00% | Reduce -33.4% | 2,374 | $599K |
| FORA Capital, LLC | 0.07% | Reduce -28.2% | 2,337 | $590K |
| Federated Hermes, Inc. | 0.00% | Reduce -8.2% | 2,322 | $586K |
| Rafferty Asset Management, LLC | 0.00% | Add +27.8% | 2,319 | $585K |
| Neuberger Berman Group LLC | 0.00% | Reduce -18.0% | 2,302 | $581K |
| Petrus Trust Company, LTA | 0.05% | Add +38.1% | 2,291 | $578K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +26.7% | 2,261 | $571K |
| Securian Asset Management, Inc. | 0.02% | Reduce -6.3% | 2,186 | $552K |
| Blueshift Asset Management, LLC | 0.18% | New | 2,123 | $536K |
| Yorktown Management & Research Co Inc | 0.57% | No change | 2,100 | $530K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,065 | $521K |
| Janney Montgomery Scott LLC | 0.00% | Add +85.0% | 2,061 | $520K |
| HRT Financial LP | 0.00% | Reduce -81.3% | 2,054 | $518K |
| Entropy Technologies, LP | 0.06% | New | 2,022 | $510K |
| HITE Hedge Asset Management LLC | 0.05% | New | 2,018 | $509K |
| Thrive Capital Management, LLC | 0.23% | Add +155.5% | 2,006 | $507K |
| FourThought Financial Partners, LLC | 0.06% | Add +6.2% | 1,912 | $483K |
| M&T Bank Corp | 0.00% | Reduce -14.3% | 1,862 | $470K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +0.2% | 1,802 | $455K |
| Burney Co./ | 0.02% | Reduce -6.7% | 1,794 | $453K |
| Two Sigma Securities, LLC | 0.02% | New | 1,782 | $450K |
| QRG Capital Management, Inc. | 0.01% | Reduce -8.1% | 1,767 | $446K |
| XTX Topco Ltd | 0.04% | Add +50.3% | 1,762 | $445K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.4% | 1,741 | $440K |
| US Bancorp \de | 0.00% | Reduce -10.0% | 1,684 | $425K |
| Guggenheim Capital LLC | 0.00% | Add +2.7% | 1,654 | $418K |
| Osaic Holdings, Inc. | 0.00% | Add +2.1% | 1,652 | $417K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -16.2% | 1,633 | $412K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -63.3% | 1,589 | $401K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +15.5% | 1,587 | $401K |
| Creative Planning | 0.00% | Reduce -0.9% | 1,572 | $397K |
| HighTower Advisors, LLC | 0.00% | Reduce -18.5% | 1,423 | $379K |
| Aigen Investment Management, LP | 0.07% | New | 1,499 | $378K |
| Occudo Quantitative Strategies LP | 0.06% | Add +11.0% | 1,438 | $363K |
| Truist Financial Corp. | 0.00% | Reduce -85.8% | 1,410 | $356K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -47.9% | 1,408 | $355K |
| Scientech Research LLC | 0.07% | Add +41.6% | 1,364 | $344K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.8% | 1,355 | $342K |
| Diversified Trust Co. | 0.01% | New | 1,343 | $339K |
| Bristlecone Advisors, LLC | 0.03% | No change | 1,325 | $334K |
| nVerses Capital, LLC | 0.20% | New | 1,300 | $328K |
| ProShare Advisors LLC | 0.00% | Reduce -3.7% | 1,293 | $326K |
| Factorial Partners, LLC | 0.20% | Reduce -46.7% | 1,280 | $323K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.1% | 1,270 | $321K |
| Walleye Trading LLC | 0.01% | Reduce -32.8% | 1,266 | $320K |
| CreativeOne Wealth, LLC | 0.02% | Add +20.7% | 1,260 | $318K |
| Quantinno Capital Management LP | 0.01% | New | 1,207 | $305K |
| Cerity Partners LLC | 0.00% | Reduce -42.6% | 1,169 | $295K |
| Innealta Capital, LLC | 0.10% | New | 1,166 | $294K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -52.4% | 1,136 | $287K |
| Shelton Capital Management | 0.01% | Reduce -5.1% | 1,121 | $283K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.0% | 1,103 | $279K |
| MML Investors Services, LLC | 0.00% | Reduce -28.4% | 1,095 | $277K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -48.6% | 1,095 | $276K |
| Bridgefront Capital, LLC | 0.11% | New | 1,077 | $272K |
| Metis Global Partners, LLC | 0.01% | No change | 1,069 | $270K |
| Connors Investor Services Inc. | 0.03% | No change | 1,055 | $266K |
| Malaga Cove Capital, LLC | 0.11% | New | 1,043 | $263K |
| Dalton Investments, Inc. | 0.14% | No change | 1,000 | $252K |
| Group One Trading LLC | 0.01% | New | 1,000 | $252K |
| Haverford Trust Co | 0.00% | Add +5.5% | 999 | $252K |
| HSBC Holdings PLC | 0.00% | Reduce -13.4% | 986 | $249K |
| Corient Private Wealth LP | 0.00% | Add +12.5% | 981 | $248K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 958 | $242K |
| Seeds Investor LLC | 0.12% | New | 937 | $237K |
| National Bank of Canada | 0.00% | Reduce -0.4% | 936 | $236K |
| Isthmus Partners, LLC | 0.03% | Add +7.0% | 931 | $235K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -94.5% | 927 | $234K |
| Park Avenue Securities LLC | 0.00% | Reduce -39.5% | 893 | $226K |
| NewEdge Advisors, LLC | 0.00% | Reduce -22.1% | 851 | $215K |
| Mackenzie Financial Corp. | 0.00% | New | 835 | $211K |
| Ethic Inc. | 0.00% | Reduce -11.9% | 834 | $211K |
| Versor Investments LP | 0.04% | New | 800 | $202K |
| CIBC Asset Management Inc | 0.00% | Add +2.7% | 796 | $201K |
| KBC Group NV | 0.00% | Add +14.1% | 680 | $172K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.6% | 640 | $162K |
| EntryPoint Capital, LLC | 0.07% | New | 612 | $154K |
| Point72 (DIFC) Ltd | 0.01% | New | 567 | $143K |
| Jones Financial Companies LLLP | 0.00% | New | 551 | $139K |
| Lazard Asset Management LLC | 0.00% | Add +108.8% | 545 | $137K |
| Twin Tree Management, LP | 0.00% | New | 536 | $135K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -15.2% | 470 | $130K |
| Headlands Technologies LLC | 0.01% | New | 461 | $116K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +12.8% | 459 | $116K |
| Ossiam | 0.00% | Add +9.1% | 445 | $112K |
| Mather Group, Llc. | 0.00% | Reduce -0.9% | 342 | $103K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 368 | $93K |
| Quadrant Capital Group LLC | 0.01% | Reduce -22.9% | 366 | $92K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 358 | $90K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 318 | $80K |
| NFSG Corp | 0.03% | Reduce -0.7% | 300 | $76K |
| Fifth Third Bancorp | 0.00% | Add +0.4% | 233 | $59K |
| Signaturefd, LLC | 0.00% | Reduce -35.6% | 201 | $51K |
| Rise Advisors, LLC | 0.03% | No change | 191 | $48K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 182 | $46K |
| Montag A & Associates Inc. | 0.00% | No change | 175 | $44K |
| Simplex Trading, LLC | 0.00% | New | 166 | $41K |
| Blue Trust, Inc. | 0.00% | Add +83.6% | 134 | $40K |
| First Horizon Advisors, Inc. | 0.00% | No change | 158 | $40K |
| Cwm, LLC | 0.00% | Reduce -24.0% | 155 | $39K |
| CI Investments Inc. | 0.00% | Reduce -25.5% | 143 | $36K |
| Penserra Capital Management LLC | 0.00% | Add +1.6% | 125 | $32K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 122 | $31K |
| GAMMA Investing LLC | 0.00% | Add +1.8% | 116 | $29K |
| Allworth Financial LP | 0.00% | Add +377.3% | 105 | $27K |
| Huntington National Bank | 0.00% | Reduce -6.3% | 105 | $27K |
| Addison Advisors LLC | 0.01% | No change | 100 | $25K |
| LGT Financial Advisors LLC | 0.05% | No change | 92 | $23K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -18.9% | 90 | $23K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 77 | $19K |
| Clearstead Advisors, LLC | 0.00% | New | 75 | $19K |
| Crewe Advisors LLC | 0.00% | New | 70 | $18K |
| Riverview Trust Co | 0.01% | No change | 60 | $15K |
| Bessemer Group Inc. | 0.00% | Add +106.9% | 60 | $15K |
| Lindbrook Capital, LLC | 0.00% | Add +1.9% | 55 | $14K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 54 | $14K |
| Security National Bank | 0.00% | No change | 50 | $13K |
| West Branch Capital LLC | 0.00% | No change | 45 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 40 | $10K |
| Deseret Mutual Benefit Administrators | 0.00% | New | 39 | $10K |
| Global Retirement Partners, LLC | 0.00% | Add +5.4% | 39 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Add +77.3% | 39 | $10K |
| Institutional & Family Asset Management, LLC | 0.00% | Add +32.1% | 37 | $9K |
| Principal Securities, Inc. | 0.00% | Reduce -7.5% | 37 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +175.0% | 33 | $8K |
| Covestor Ltd | 0.01% | Reduce -3.2% | 30 | $8K |
| Ancora Advisors LLC | 0.00% | No change | 29 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 28 | $7K |
| Parallel Advisors, LLC | 0.00% | Add +92.9% | 27 | $7K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $6K |
| Cornerstone Planning Group LLC | 0.00% | No change | 23 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 21 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -16.7% | 20 | $5K |
| Smithfield Trust Co | 0.00% | No change | 21 | $5K |
| HighMark Wealth Management LLC | 0.00% | No change | 18 | $5K |
| Venturi Wealth Management, LLC | 0.00% | Add +21.4% | 17 | $4K |
| UMB Bank, n.a. | 0.00% | Add +100.0% | 16 | $4K |
| Cetera Trust Company, N.A | 0.00% | No change | 15 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 15 | $4K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 14 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 14 | $4K |
| Leonteq Securities AG | 0.00% | Reduce -55.6% | 12 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 12 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 11 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +100.0% | 10 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -98.2% | 9 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 8 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 8 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 7 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +16.7% | 7 | $2K |
| Eagle Bay Advisors LLC | 0.00% | Add +75.0% | 7 | $2K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 6 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 6 | $2K |
| Sachetta, LLC | 0.00% | New | 5 | $1K |
| Versant Capital Management, Inc | 0.00% | Add +66.7% | 5 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 5 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 5 | $1K |
| AdvisorNet Financial, Inc | 0.00% | New | 5 | $1K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 4 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 3 | $758 |
| Park Place Capital Corp | 0.00% | No change | 3 | $757 |
| Larson Financial Group LLC | 0.00% | New | 3 | $757 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $505 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -71.4% | 2 | $505 |
| CENTRAL TRUST Co | 0.00% | No change | 2 | $505 |
| St Germain D J Co. Inc. | 0.00% | Reduce -33.3% | 2 | $505 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $253 |
| Bokf, NA | 0.00% | No change | 1 | $252 |
| AlphaQuest LLC | 0.00% | Reduce -99.9% | 1 | $252 |
| McClarren Financial Advisors, Inc. | 0.00% | Add +12500.0% | 252 | $0 |
"% of holder's portfolio" is LAD's weight in each manager's 13F, not the share of Lithia Motors Inc. the manager owns.