Lithia MotorsLAD
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 471 institutions reported holding Lithia Motors Inc. (LAD) in their 13F filings, up 30 from Q4 2024. 81 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($784.4M), BlackRock, Inc. ($757.7M) and Abrams Capital Management ($717.6M). 11 famous investors held it, including David Abrams (12.7% of Abrams Capital Management's portfolio), Leon Cooperman (3.7% of Omega Advisors (Leon Cooperman)'s portfolio) and Glenn Greenberg (2.6% of Brave Warrior Advisors's portfolio).
- Company
- Lithia Motors Inc.
- CUSIP
- 536797103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $332.5M |
| Exits | 54 | $250.1M |
All 13F filers, Q4 2024 → Q1 2025: 5,081,517 shares bought and 3,963,452 shares sold, net +1,118,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 471 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.4% | 2,672,253 | $784.4M |
| BlackRock, Inc. | 0.02% | Add +9.7% | 2,581,186 | $757.7M |
| Abrams Capital Management | 12.73% | Add +2.2% | 2,444,678 | $717.6M |
| Harris Associates (Oakmark Funds) | 0.99% | Add +2.8% | 2,004,527 | $588.4M |
| Dimensional Fund Advisors LP | 0.09% | Add +6.1% | 1,267,519 | $372.1M |
| State Street Corp. | 0.01% | Add +0.2% | 849,026 | $249.2M |
| Canada Pension Plan Investment Board | 0.16% | No change | 578,411 | $169.8M |
| Lyrical Asset Management LP | 2.24% | Reduce -1.4% | 503,038 | $147.7M |
| Conifer Management, L.L.C. | 22.25% | No change | 500,000 | $146.8M |
| FMR LLC | 0.01% | Reduce -23.1% | 483,524 | $141.9M |
| Geode Capital Management, LLC | 0.01% | Add +6.2% | 467,678 | $137.3M |
| Norges Bank | 0.02% | Add +0.8% | 430,562 | $126.4M |
| Brave Warrior Advisors | 2.57% | Reduce -37.7% | 381,889 | $112.1M |
| Morgan Stanley | 0.01% | Reduce -16.9% | 376,845 | $110.6M |
| Hotchkis & Wiley Capital Management LLC | 0.37% | Add +8.8% | 376,467 | $110.5M |
| Royal London Asset Management Ltd. | 0.24% | Reduce -6.4% | 338,940 | $99.5M |
| River Road Asset Management, LLC | 1.30% | Reduce -0.1% | 326,395 | $95.8M |
| Omega Advisors (Leon Cooperman) | 3.70% | No change | 317,602 | $93.2M |
| Advent International, L.P. | 2.66% | Add +32.1% | 286,786 | $84.2M |
| Madison Asset Management, LLC | 0.92% | Add +9.9% | 280,456 | $82.3M |
| Steadfast Capital Management LP | 2.31% | Reduce -39.8% | 276,898 | $81.3M |
| Northern Trust Corp. | 0.01% | Add +4.4% | 268,268 | $78.7M |
| JPMorgan Chase & Co. | 0.01% | Add +10.3% | 246,273 | $72.3M |
| Bridges Investment Management Inc. | 1.02% | Add +5.0% | 241,420 | $70.9M |
| Tensile Capital Management LP | 8.82% | No change | 235,527 | $69.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.9% | 233,081 | $68.4M |
| Eventide Asset Management, LLC | 1.35% | Add +6.1% | 230,189 | $67.6M |
| Chicago Capital, LLC | 1.78% | Add +0.6% | 214,870 | $63.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.3% | 210,934 | $61.9M |
| Squarepoint Ops LLC | 0.15% | New | 204,069 | $59.9M |
| Park West Asset Management LLC | 4.80% | New | 200,400 | $58.8M |
| Man Group plc | 0.18% | Add +348.7% | 198,642 | $58.3M |
| Frontier Capital Management Co. LLC | 0.63% | Reduce -28.3% | 195,076 | $57.3M |
| UBS Group AG | 0.01% | Reduce -20.3% | 186,673 | $54.8M |
| Millennium Management | 0.05% | Add +1840.6% | 181,777 | $53.4M |
| HITE Hedge Asset Management LLC | 3.00% | Add +70.2% | 164,281 | $48.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.30% | Reduce -5.5% | 164,000 | $48.1M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -13.9% | 158,242 | $46.5M |
| Balyasny Asset Management L.P. | 0.12% | Reduce -9.2% | 157,368 | $46.2M |
| Ameriprise Financial Inc. | 0.01% | Add +6.0% | 132,366 | $38.8M |
| Schonfeld Strategic Advisors LLC | 0.25% | Add +25.3% | 128,586 | $37.7M |
| Wedge Capital Management L L P | 0.72% | Reduce -2.9% | 126,377 | $37.1M |
| Point72 Asset Management | 0.11% | Reduce -8.5% | 125,644 | $36.9M |
| Bank of America Corp. | 0.00% | Add +125.3% | 125,356 | $36.8M |
| Assenagon Asset Management S.A. | 0.07% | New | 125,237 | $36.8M |
| Invesco Ltd. | 0.01% | Add +4.4% | 119,466 | $35.1M |
| Alyeska Investment Group, L.P. | 0.13% | Reduce -18.2% | 113,490 | $33.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +67.6% | 113,346 | $33.3M |
| Cadian Capital Management, LP | 1.41% | Add +29.3% | 112,641 | $33.1M |
| Nuveen, LLC | 0.01% | — | 111,822 | $32.8M |
| J. Goldman & Co LP | 1.03% | Add +453.6% | 98,596 | $28.9M |
| Natixis Advisors, LLC | 0.05% | Add +5.6% | 98,125 | $28.8M |
| Franklin Resources Inc. | 0.01% | Add +2.5% | 95,125 | $27.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +16.8% | 93,170 | $27.3M |
| Janney Montgomery Scott LLC | 0.08% | Add +1865.3% | 92,293 | $27.1M |
| Schroder Investment Management Group | 0.03% | Add +2.5% | 93,259 | $27.0M |
| Qube Research & Technologies Ltd | 0.04% | Add +1591.4% | 91,301 | $26.8M |
| Royal Bank of Canada | 0.01% | Reduce -0.2% | 89,884 | $26.4M |
| Rhumbline Advisers | 0.02% | Add +0.1% | 77,575 | $22.8M |
| Westwood Holdings Group Inc. | 0.17% | Add +10.2% | 77,383 | $22.7M |
| Cartenna Capital, LP | 1.66% | New | 70,000 | $20.5M |
| Retirement Systems of Alabama | 0.08% | Reduce -5.0% | 69,724 | $20.5M |
| Coppell Advisory Solutions LLC | 2.78% | Add +10136710.0% | 2,027,362 | $20.1M |
| Driehaus Capital Management LLC | 0.19% | Reduce -53.6% | 65,894 | $19.3M |
| Cubist Systematic Strategies, LLC | 0.24% | New | 62,235 | $18.3M |
| Iridian Asset Management LLC | 5.66% | Add +14.1% | 61,424 | $18.0M |
| Principal Financial Group Inc. | 0.01% | Add +0.3% | 61,283 | $18.0M |
| Tudor Investment Corporation | 0.15% | Add +1754.7% | 58,885 | $17.3M |
| Legal & General Group Plc | 0.00% | Reduce -2.0% | 58,080 | $17.0M |
| Sei Investments Co. | 0.02% | Reduce -2.8% | 55,284 | $16.2M |
| Swiss National Bank | 0.01% | Reduce -1.9% | 51,600 | $15.1M |
| Citadel Advisors | 0.01% | Add +87.0% | 49,230 | $14.5M |
| Boston Partners | 0.02% | Reduce -7.1% | 48,716 | $14.2M |
| Logan Capital Management Inc. | 0.63% | Reduce -0.4% | 46,897 | $13.8M |
| Algert Global LLC | 0.34% | Add +23.1% | 46,745 | $13.7M |
| Woodline Partners LP | 0.09% | New | 44,713 | $13.1M |
| Loomis Sayles & Co. L P | 0.02% | Add +29.9% | 43,835 | $12.9M |
| Osterweis Capital Management Inc. | 0.85% | New | 43,124 | $12.7M |
| D. E. Shaw & Co. | 0.02% | Add +163.1% | 43,011 | $12.6M |
| Covalis Capital LLP | 2.89% | New | 42,972 | $12.6M |
| Alliancebernstein L.P. | 0.00% | Add +15.8% | 41,793 | $12.3M |
| California Public Employees Retirement System | 0.01% | Add +18.6% | 41,717 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Add +10.9% | 41,287 | $12.1M |
| Cobalt Capital Management, Inc. | 5.78% | New | 40,000 | $11.7M |
| Marshall Wace, LLP | 0.02% | Add +2367.8% | 39,485 | $11.6M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -66.6% | 39,200 | $11.5M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -6.5% | 41,549 | $11.3M |
| Twinbeech Capital LP | 0.19% | New | 35,626 | $10.5M |
| First Trust Advisors LP | 0.01% | Reduce -63.0% | 32,419 | $9.5M |
| New York State Teachers Retirement System | 0.02% | Reduce -3.9% | 32,018 | $9.4M |
| Wells Fargo & Company | 0.00% | Add +0.2% | 30,747 | $9.0M |
| Comerica Bank | 0.04% | Reduce -17.7% | 29,887 | $8.8M |
| Corebridge Financial, Inc. | 0.05% | Reduce -2.4% | 29,419 | $8.6M |
| Dana Investment Advisors, Inc. | 0.30% | Reduce -2.5% | 28,972 | $8.5M |
| ExodusPoint Capital Management, LP | 0.11% | Add +610.0% | 28,764 | $8.4M |
| Harfst & Associates, Inc. | 1.94% | Reduce -5.7% | 28,608 | $8.4M |
| Holocene Advisors, LP | 0.02% | Reduce -86.2% | 28,178 | $8.3M |
| Kennedy Capital Management LLC | 0.20% | Reduce -51.7% | 27,995 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.0% | 26,864 | $7.9M |
| GW&K Investment Management, LLC | 0.07% | Reduce -3.2% | 26,216 | $7.7M |
| Channing Capital Management, LLC | 0.23% | Reduce -22.4% | 26,192 | $7.7M |
| Empowered Funds, LLC | 0.11% | Add +3682.1% | 26,172 | $7.7M |
| California State Teachers Retirement System | 0.01% | Add +2.0% | 25,496 | $7.5M |
| Jump Financial, LLC | 0.11% | New | 24,005 | $7.0M |
| Aquatic Capital Management LLC | 0.18% | New | 23,988 | $7.0M |
| Castleark Management LLC | 0.24% | Add +56.1% | 23,880 | $7.0M |
| Eisler Capital Management Ltd. | 0.21% | New | 23,689 | $6.9M |
| Barclays PLC | 0.00% | Reduce -74.6% | 23,323 | $6.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.3% | 22,435 | $6.6M |
| Engineers Gate Manager LP | 0.11% | New | 22,432 | $6.6M |
| Voloridge Investment Management, LLC | 0.02% | Add +394.3% | 22,001 | $6.5M |
| Truist Financial Corp. | 0.01% | Add +1404.1% | 21,900 | $6.4M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 21,386 | $6.3M |
| Bridge City Capital, LLC | 1.87% | Add +0.1% | 21,202 | $6.2M |
| Mirabella Financial Services LLP | 0.26% | Add +580.0% | 20,510 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -15.2% | 20,172 | $5.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.0% | 19,075 | $5.6M |
| AQR Capital Management | 0.01% | Add +2082.2% | 19,509 | $5.6M |
| Parkwood LLC | 0.54% | Reduce -16.2% | 18,921 | $5.6M |
| Stifel Financial Corp. | 0.01% | Add +5.0% | 18,905 | $5.6M |
| Van Eck Associates Corp. | 0.01% | Add +6.3% | 18,096 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -2.0% | 17,406 | $5.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -5.7% | 16,644 | $4.9M |
| Voya Investment Management LLC | 0.01% | Add +124.3% | 16,392 | $4.8M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -0.6% | 16,311 | $4.8M |
| S&T Bank | 1.55% | Reduce -1.6% | 16,196 | $4.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -0.9% | 16,168 | $4.7M |
| Sendero Wealth Management, LLC | 0.63% | Add +13.4% | 15,462 | $4.5M |
| Snowden Capital Advisors LLC | 0.15% | New | 15,320 | $4.5M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -11.7% | 15,124 | $4.4M |
| HSBC Holdings PLC | 0.00% | Add +1539.1% | 15,096 | $4.4M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.5% | 14,784 | $4.3M |
| HRT Financial LP | 0.03% | Add +211.7% | 14,726 | $4.3M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -2.6% | 13,709 | $4.0M |
| BNP Paribas Financial Markets | 0.00% | Add +0.5% | 12,805 | $3.8M |
| Verition Fund Management LLC | 0.02% | Reduce -73.6% | 12,625 | $3.7M |
| Quantbot Technologies LP | 0.12% | New | 12,593 | $3.7M |
| Boothbay Fund Management, LLC | 0.13% | Add +14.1% | 12,329 | $3.6M |
| Wellington Management Group LLP | 0.00% | Add +16.1% | 12,226 | $3.6M |
| Amalgamated Bank | 0.03% | Reduce -3.7% | 12,195 | $3.6M |
| Harbor Capital Advisors, Inc. | 0.16% | Add +86.5% | 12,053 | $3.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +4.1% | 12,000 | $3.5M |
| Scotia Capital Inc. | 0.02% | New | 11,939 | $3.5M |
| Trexquant Investment LP | 0.04% | New | 11,740 | $3.4M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 11,477 | $3.4M |
| California First Leasing Corp. | 1.39% | No change | 10,759 | $3.2M |
| Brevan Howard Capital Management LP | 0.09% | New | 10,486 | $3.1M |
| Agp Franklin, LLC | 1.89% | Add +1.1% | 10,521 | $3.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -38.5% | 10,104 | $3.0M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.9% | 10,043 | $2.9M |
| JB Capital LLC | 0.16% | New | 9,818 | $2.9M |
| Alaska Permanent Fund Corp | 0.04% | No change | 9,772 | $2.9M |
| Dean Investment Associates, LLC | 0.42% | Add +2.4% | 9,731 | $2.9M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Add +0.8% | 9,591 | $2.8M |
| Steamboat Capital Partners, LLC | 0.84% | Reduce -1.9% | 9,452 | $2.8M |
| Walleye Capital LLC | 0.03% | New | 9,347 | $2.7M |
| Timber Creek Capital Management LLC | 0.73% | Reduce -0.9% | 9,263 | $2.7M |
| American Century Companies Inc. | 0.00% | Reduce -1.2% | 9,118 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.6% | 8,857 | $2.6M |
| Campbell & CO Investment Adviser LLC | 0.19% | Add +50.8% | 8,634 | $2.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +13.9% | 8,474 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 8,362 | $2.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.4% | 8,072 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -43.3% | 8,037 | $2.4M |
| LPL Financial LLC | 0.00% | Add +95.1% | 7,900 | $2.3M |
| Red Spruce Capital, LLC | 1.08% | Reduce -13.9% | 7,836 | $2.3M |
| Arizona State Retirement System | 0.01% | Reduce -1.6% | 7,641 | $2.2M |
| Lighthouse Investment Partners, LLC | 0.10% | Reduce -64.3% | 7,500 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Add +1.4% | 7,500 | $2.2M |
| Crossmark Global Holdings, Inc. | 0.04% | Add +219.7% | 7,391 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | No change | 7,258 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +316.5% | 7,205 | $2.1M |
| Gotham Asset Management | 0.02% | Add +208.7% | 7,004 | $2.1M |
| Dark Forest Capital Management LP | 0.09% | New | 6,941 | $2.0M |
| SeaCrest Wealth Management, LLC | 0.23% | Reduce -1.0% | 6,874 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 6,789 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -72.0% | 6,408 | $1.9M |
| State of Michigan Retirement System | 0.01% | Add +1.6% | 6,387 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.2% | 6,367 | $1.9M |
| STRS Ohio | 0.01% | Add +21.4% | 6,308 | $1.9M |
| Intech Investment Management LLC | 0.02% | Add +0.5% | 6,288 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.4% | 6,245 | $1.8M |
| Teacher Retirement System of Texas | 0.01% | Add +47.8% | 5,959 | $1.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.0% | 5,922 | $1.7M |
| 180 Wealth Advisors, LLC | 0.26% | New | 5,629 | $1.7M |
| New Mexico Educational Retirement Board | 0.06% | No change | 5,600 | $1.6M |
| &partners | 0.02% | Add +243.5% | 5,647 | $1.6M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -1.8% | 5,500 | $1.6M |
| Campbell Newman Asset Management Inc. | 0.14% | Reduce -0.4% | 5,442 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 5,416 | $1.6M |
| Quadrature Capital Ltd | 0.04% | New | 5,382 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +54.6% | 5,347 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -1.8% | 5,241 | $1.5M |
| SG Americas Securities, LLC | 0.01% | Add +404.0% | 5,171 | $1.5M |
| Gsa Capital Partners LLP | 0.13% | New | 4,907 | $1.4M |
| PDT Partners, LLC | 0.10% | New | 4,814 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -56.1% | 4,804 | $1.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -12.0% | 4,756 | $1.4M |
| Investment House LLC | 0.08% | New | 4,641 | $1.4M |
| Caxton Associates LLP | 0.05% | — | 4,551 | $1.3M |
| Dean Capital Management | 0.55% | Add +1.9% | 4,339 | $1.3M |
| Utah Retirement Systems | 0.01% | No change | 4,293 | $1.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +5.5% | 4,280 | $1.3M |
| South Dakota Investment Council | 0.03% | Reduce -2.3% | 4,195 | $1.2M |
| Prudential Financial Inc. | 0.00% | Add +61.6% | 3,317 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +5.4% | 4,128 | $1.2M |
| Shellback Capital, LP | 0.12% | Reduce -92.2% | 4,122 | $1.2M |
| Legato Capital Management LLC | 0.16% | Reduce -1.2% | 4,078 | $1.2M |
| Beck Bode, LLC | 0.22% | New | 4,022 | $1.2M |
| Centiva Capital, LP | 0.07% | Reduce -27.3% | 3,968 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +0.9% | 3,963 | $1.2M |
| Headlands Technologies LLC | 0.13% | New | 3,900 | $1.1M |
| Xponance LLC | 0.01% | Reduce -10.2% | 3,864 | $1.1M |
| Fulton Bank, N.A. | 0.04% | Reduce -6.8% | 3,754 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +98.3% | 3,682 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +7.5% | 3,639 | $1.1M |
| Bayesian Capital Management, LP | 0.17% | New | 3,500 | $1.0M |
| Convergence Investment Partners, LLC | 0.28% | New | 3,475 | $1.0M |
| AlphaQuest LLC | 0.11% | New | 3,402 | $999K |
| Peak Retirement Planning, Inc. | 0.54% | Add +37.2% | 3,341 | $981K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -3.0% | 3,321 | $975K |
| Bank of Montreal | 0.00% | No change | 3,274 | $961K |
| Exchange Traded Concepts, LLC | 0.02% | Add +2.6% | 3,144 | $923K |
| Oak Thistle LLC | 0.18% | New | 3,131 | $919K |
| State of Alaska, Department of Revenue | 0.01% | Add +2.6% | 3,120 | $915K |
| Bristlecone Advisors, LLC | 0.07% | Add +30.2% | 3,103 | $911K |
| Versor Investments LP | 0.15% | New | 3,080 | $904K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,932 | $861K |
| CenterBook Partners LP | 0.05% | Reduce -36.8% | 2,904 | $852K |
| Neuberger Berman Group LLC | 0.00% | Add +24.0% | 2,877 | $845K |
| Inspire Advisors, LLC | 0.10% | Add +302.7% | 2,843 | $835K |
| New York Life Investment Management LLC | 0.01% | Add +0.8% | 2,808 | $824K |
| Camelot Portfolios, LLC | 0.50% | Add +7.3% | 2,760 | $810K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.5% | 2,748 | $807K |
| Prospera Financial Services Inc | 0.02% | New | 2,720 | $798K |
| Ruane, Cunniff & Goldfarb L.P. | 0.01% | No change | 2,716 | $797K |
| LRT Capital Management, LLC | 0.51% | Reduce -47.4% | 2,559 | $751K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -1.2% | 2,547 | $748K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +4.5% | 2,536 | $744K |
| MML Investors Services, LLC | 0.00% | Add +149.2% | 2,534 | $744K |
| Deutsche Bank AG | 0.00% | Reduce -1.1% | 2,501 | $734K |
| Winnacle Wealth LLC | 0.68% | Add +20.8% | 2,499 | $733K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -71.2% | 2,481 | $728K |
| Smith, Moore & Co. | 0.07% | New | 2,455 | $721K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.5% | 2,421 | $711K |
| Allianz Asset Management GmbH | 0.00% | Add +26.9% | 2,399 | $704K |
| Sherbrooke Park Advisers LLC | 0.32% | New | 2,349 | $690K |
| Tidal Investments LLC | 0.01% | Reduce -11.8% | 2,299 | $675K |
| Quantinno Capital Management LP | 0.00% | Add +9.6% | 2,289 | $672K |
| Dynamic Technology Lab Private Ltd | 0.10% | Reduce -4.6% | 2,260 | $663K |
| Atria Investments, Inc | 0.01% | Reduce -20.2% | 2,258 | $663K |
| IFP Advisors, Inc | 0.02% | Reduce -0.7% | 2,191 | $645K |
| Vestcor Inc | 0.02% | No change | 2,157 | $633K |
| Financial Strategies Group, Inc. | 0.15% | Add +27.6% | 2,174 | $632K |
| Point72 (DIFC) Ltd | 0.06% | Add +321.3% | 2,140 | $628K |
| Yorktown Management & Research Co Inc | 0.67% | No change | 2,100 | $616K |
| Aristides Capital LLC | 0.23% | New | 2,100 | $616K |
| Mariner, LLC | 0.00% | Add +42.0% | 2,094 | $615K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.0% | 2,092 | $614K |
| Creative Planning | 0.00% | Add +18.7% | 2,081 | $611K |
| Securian Asset Management, Inc. | 0.02% | Add +5.0% | 2,079 | $610K |
| Values First Advisors, Inc. | 0.36% | Reduce -0.5% | 2,082 | $610K |
| Blueshift Asset Management, LLC | 0.24% | Add +237.5% | 2,052 | $602K |
| QRG Capital Management, Inc. | 0.01% | Add +6.4% | 2,042 | $599K |
| FourThought Financial Partners, LLC | 0.06% | Add +5.3% | 2,008 | $589K |
| Pacer Advisors, Inc. | 0.00% | Reduce -65.0% | 2,000 | $587K |
| EntryPoint Capital, LLC | 0.26% | Add +62.7% | 1,920 | $564K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +118.1% | 1,841 | $541K |
| Shell Asset Management Co. | 0.03% | Add +2.7% | 1,841 | $540K |
| Cinctive Capital Management LP | 0.04% | New | 1,796 | $527K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.2% | 1,779 | $522K |
| HighTower Advisors, LLC | 0.00% | Reduce -25.3% | 1,741 | $511K |
| Assetmark, Inc. | 0.00% | Add +30.6% | 1,711 | $502K |
| Hudson Bay Capital Management LP | 0.00% | New | 1,702 | $500K |
| Caption Management, LLC | 0.02% | New | 1,700 | $499K |
| Aster Capital Management (DIFC) Ltd | 0.09% | Add +12.0% | 1,446 | $498K |
| Thrive Capital Management, LLC | 0.29% | New | 1,661 | $487K |
| Quadrant Capital Group LLC | 0.02% | Add +314.5% | 1,658 | $487K |
| United Services Automobile Association | 0.01% | New | 1,664 | $482K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.6% | 1,606 | $471K |
| SummitTX Capital, L.P. | 0.02% | — | 1,582 | $464K |
| Stephens Inc. | 0.01% | Add +127.4% | 1,567 | $460K |
| Bailard, Inc. | 0.01% | Add +10.6% | 1,551 | $455K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +5.5% | 1,513 | $444K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -12.3% | 1,490 | $437K |
| Captrust Financial Advisors | 0.00% | Reduce -43.9% | 1,485 | $436K |
| Teza Capital Management LLC | 0.20% | Reduce -42.4% | 1,484 | $436K |
| Sterling Capital Management LLC | 0.01% | Reduce -6.5% | 1,457 | $428K |
| M&T Bank Corp | 0.00% | Reduce -11.2% | 1,453 | $427K |
| OneAscent Financial Services LLC | 0.03% | Add +47.1% | 1,442 | $426K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -83.3% | 1,416 | $416K |
| Diversified Trust Co. | 0.01% | Add +2.2% | 1,375 | $404K |
| Inspire Investing, LLC | 0.05% | Reduce -68.6% | 1,371 | $402K |
| Edgestream Partners, L.P. | 0.01% | New | 1,299 | $381K |
| Aristeia Capital, L.L.C. | 0.02% | New | 1,293 | $380K |
| Bayforest Capital Ltd | 0.16% | Add +14.7% | 1,253 | $368K |
| R Squared Ltd | 0.39% | Add +4066.7% | 1,250 | $367K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -88.3% | 1,232 | $362K |
| Nebula Research & Development LLC | 0.03% | New | 1,228 | $360K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -12.4% | 1,225 | $360K |
| Qsemble Capital Management, LP | 0.04% | New | 1,212 | $356K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -67.3% | 1,204 | $353K |
| Mercer Global Advisors Inc. | 0.00% | No change | 1,198 | $352K |
| Guggenheim Capital LLC | 0.00% | Reduce -1.7% | 1,188 | $349K |
| Whalen Wealth Management Inc. | 0.23% | Add +71.0% | 1,185 | $348K |
| KBC Group NV | 0.00% | Add +12.1% | 1,178 | $346K |
| Corient Private Wealth LP | 0.00% | Add +4.5% | 1,175 | $345K |
| Townsquare Capital LLC | 0.00% | Add +30.3% | 1,156 | $339K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -89.1% | 1,148 | $337K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.3% | 1,139 | $335K |
| Venturi Wealth Management, LLC | 0.02% | No change | 1,139 | $334K |
| Magnetar Financial LLC | 0.00% | New | 1,137 | $334K |
| ProShare Advisors LLC | 0.00% | Reduce -8.9% | 1,134 | $333K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -30.4% | 1,106 | $325K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +14.2% | 1,101 | $323K |
| Tectonic Advisors LLC | 0.02% | Add +11.3% | 1,096 | $322K |
| Burney Co./ | 0.01% | Reduce -8.4% | 1,093 | $321K |
| Ethos Financial Group, LLC | 0.03% | No change | 892 | $319K |
| Factorial Partners, LLC | 0.20% | No change | 1,080 | $317K |
| Connors Investor Services Inc. | 0.03% | No change | 1,055 | $310K |
| Ethic Inc. | 0.01% | Add +9.8% | 1,012 | $300K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -43.8% | 1,021 | $300K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 1,000 | $294K |
| Two Sigma Investments, LP | 0.00% | No change | 1,000 | $294K |
| Olympiad Research LP | 0.33% | New | 971 | $285K |
| Quantitative Investment Management, LLC | 0.03% | Reduce -11.7% | 967 | $283K |
| Commerce Bank | 0.00% | Add +0.7% | 959 | $282K |
| Wolverine Trading, LLC | 0.01% | Add +4.5% | 970 | $281K |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.4% | 959 | $281K |
| Shelton Capital Management | 0.01% | Reduce -5.8% | 950 | $279K |
| Malaga Cove Capital, LLC | 0.12% | Reduce -5.4% | 947 | $278K |
| Bridgefront Capital, LLC | 0.08% | New | 921 | $270K |
| OneAscent Investment Solutions LLC | 0.32% | — | 910 | $267K |
| Petrus Trust Company, LTA | 0.02% | New | 906 | $266K |
| Haverford Trust Co | 0.00% | Reduce -2.2% | 892 | $262K |
| CIBC Asset Management Inc | 0.00% | Add +1.7% | 878 | $258K |
| Metis Global Partners, LLC | 0.01% | No change | 865 | $254K |
| PenderFund Capital Management Ltd. | 0.09% | New | 2,400 | $251K |
| Vident Advisory, LLC | 0.00% | Add +3.2% | 805 | $236K |
| Cambria Investment Management, L.P. | 0.02% | New | 796 | $234K |
| Jones Financial Companies LLLP | 0.00% | Add +13.9% | 794 | $230K |
| First Citizens Bank & Trust Co. | 0.01% | Add +2.1% | 783 | $230K |
| Panagora Asset Management Inc. | 0.00% | No change | 778 | $228K |
| Prelude Capital Management, LLC | 0.02% | New | 776 | $228K |
| Private Advisor Group, LLC | 0.00% | New | 769 | $226K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | No change | 730 | $214K |
| Fox Run Management, L.L.C. | 0.03% | New | 705 | $207K |
| Benjamin Edwards Inc. | 0.00% | No change | 700 | $206K |
| Sage Investment Counsel LLC | 0.26% | Reduce -16.2% | 700 | $205K |
| Forum Financial Management, LP | 0.00% | Add +22.2% | 689 | $202K |
| CI Investments Inc. | 0.00% | Add +9.1% | 685 | $201K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -2.9% | 644 | $189K |
| National Bank of Canada | 0.00% | Reduce -2.8% | 584 | $171K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +9.4% | 548 | $161K |
| US Bancorp \de | 0.00% | Reduce -66.4% | 531 | $156K |
| Caitong International Asset Management Co., Ltd | 0.11% | New | 486 | $143K |
| Quarry LP | 0.04% | New | 462 | $136K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -18.0% | 451 | $132K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +15.9% | 415 | $122K |
| Simplex Trading, LLC | 0.00% | Reduce -1.0% | 406 | $119K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 296 | $87K |
| Mather Group, Llc. | 0.00% | No change | 288 | $85K |
| Richards, Merrill & Peterson, Inc. | 0.04% | Reduce -6.6% | 285 | $84K |
| Signaturefd, LLC | 0.00% | Add +10.8% | 277 | $81K |
| GAMMA Investing LLC | 0.01% | Add +50.9% | 252 | $74K |
| Fifth Third Bancorp | 0.00% | Add +10.6% | 251 | $74K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -91.5% | 236 | $69K |
| Cwm, LLC | 0.00% | Add +30.1% | 212 | $62K |
| UMB Bank, n.a. | 0.00% | Add +63.7% | 203 | $60K |
| Lanark Financial, Inc. | 0.01% | — | 202 | $59K |
| eCIO, Inc. | 0.02% | — | 187 | $55K |
| Hemington Wealth Management | 0.01% | Add +5.7% | 186 | $54K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 182 | $53K |
| Montag A & Associates Inc. | 0.00% | No change | 175 | $51K |
| Rakuten Securities, Inc. | 0.02% | No change | 152 | $45K |
| Rise Advisors, LLC | 0.02% | Reduce -22.4% | 149 | $44K |
| Blue Trust, Inc. | 0.00% | No change | 147 | $43K |
| V-Square Quantitative Management LLC | 0.01% | No change | 146 | $43K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Reduce -100.0% | 135 | $40K |
| SBI Securities Co., Ltd. | 0.00% | Add +26.5% | 124 | $36K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -0.8% | 123 | $36K |
| Penserra Capital Management LLC | 0.00% | Add +3.3% | 125 | $36K |
| Huntington National Bank | 0.00% | Reduce -2.9% | 101 | $30K |
| Addison Advisors LLC | 0.01% | No change | 100 | $29K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -2.2% | 89 | $26K |
| Allworth Financial LP | 0.00% | No change | 86 | $25K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 85 | $25K |
| Global X Japan Co., Ltd. | 0.00% | No change | 84 | $25K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 77 | $23K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -20.2% | 75 | $22K |
| NewEdge Advisors, LLC | 0.00% | No change | 66 | $19K |
| Parallel Advisors, LLC | 0.00% | Reduce -30.1% | 65 | $19K |
| Parkside Financial Bank & Trust | 0.00% | Add +200.0% | 60 | $18K |
| Riverview Trust Co | 0.02% | No change | 60 | $18K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 55 | $16K |
| Kathleen S. Wright Associates Inc. | 0.01% | No change | 54 | $16K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 54 | $16K |
| Brooklyn Investment Group | 0.00% | Add +183.3% | 51 | $15K |
| Security National Bank | 0.00% | No change | 50 | $15K |
| Geneos Wealth Management Inc. | 0.00% | Add +31.4% | 46 | $14K |
| West Branch Capital LLC | 0.00% | No change | 45 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +46.7% | 44 | $13K |
| MAI Capital Management | 0.00% | No change | 43 | $13K |
| Lindbrook Capital, LLC | 0.00% | Reduce -34.9% | 43 | $13K |
| Bessemer Group Inc. | 0.00% | Reduce -50.6% | 41 | $12K |
| Principal Securities, Inc. | 0.00% | No change | 31 | $11K |
| CENTRAL TRUST Co | 0.00% | No change | 34 | $10K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 31 | $9K |
| Amundi | 0.00% | Add +45.5% | 32 | $9K |
| Covestor Ltd | 0.01% | No change | 30 | $9K |
| Sierra Ocean, LLC | 0.01% | No change | 27 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 25 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 24 | $7K |
| Cornerstone Planning Group LLC | 0.00% | No change | 23 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.5% | 21 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 21 | $6K |
| Smithfield Trust Co | 0.00% | No change | 21 | $6K |
| Curat Global, LLC | 0.01% | — | 20 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +81.8% | 20 | $6K |
| Washington Trust Advisors, Inc. | 0.00% | Add +26.7% | 19 | $6K |
| HighMark Wealth Management LLC | 0.00% | Reduce -21.7% | 18 | $5K |
| Capital A Wealth Management, LLC | 0.00% | No change | 16 | $5K |
| Cetera Trust Company, N.A | 0.00% | No change | 15 | $4K |
| Arax Advisory Partners | 0.00% | No change | 14 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 14 | $4K |
| Key Financial Inc | 0.00% | No change | 14 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 12 | $4K |
| WPG Advisers, LLC | 0.00% | No change | 11 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 11 | $3K |
| Oakworth Capital, Inc. | 0.00% | New | 10 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 10 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 9 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 8 | $2K |
| Manchester Capital Management LLC | 0.00% | Add +14.3% | 8 | $2K |
| Larson Financial Group LLC | 0.00% | Add +166.7% | 8 | $2K |
| First Command Advisory Services, Inc. | 0.00% | New | 8 | $2K |
| NFSG Corp | 0.00% | Reduce -63.2% | 7 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 7 | $2K |
| Bellevue Asset Management, LLC | 0.00% | Add +16.7% | 7 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 7 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 6 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 5 | $1K |
| Sachetta, LLC | 0.00% | No change | 5 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -16.7% | 5 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 5 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 4 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +100.0% | 4 | $1K |
| Horizon Investments, LLC | 0.00% | New | 4 | $1K |
| TD Capital Management LLC | 0.00% | No change | 3 | $883 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 3 | $881 |
| Principia Wealth Advisory, LLC | 0.00% | New | 2 | $608 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $594 |
| WealthTrak Capital Management LLC | 0.00% | New | 2 | $588 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $588 |
| American Capital Advisory, LLC | 0.00% | New | 2 | $588 |
| True Wealth Design, LLC | 0.00% | New | 2 | $588 |
| Private Wealth Management Group, LLC | 0.00% | No change | 2 | $588 |
| SouthState Bank Corp | 0.00% | New | 2 | $588 |
| Cromwell Holdings LLC | 0.00% | New | 2 | $587 |
| Binnacle Investments Inc | 0.00% | — | 2 | $587 |
| CVA Family Office, LLC | 0.00% | New | 2 | $587 |
| Creative Financial Designs Inc. | 0.00% | New | 2 | $587 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $294 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $294 |
| Rothschild Investment LLC | 0.00% | New | 1 | $294 |
| MV Capital Management, Inc. | 0.00% | Reduce -50.0% | 1 | $294 |
| Greenline Partners, LLC | 0.00% | New | 1 | $294 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $294 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $293 |
| Avion Wealth | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is LAD's weight in each manager's 13F, not the share of Lithia Motors Inc. the manager owns.