Lithia MotorsLAD

13F holders, Q4 2025 (December 31)
481holders +28
63new positions
50sold out
10famous investors
$332.34avg. 13F price*

At the end of Q4 2025, 481 institutions reported holding Lithia Motors Inc. (LAD) in their 13F filings, up 28 from Q3 2025. 63 opened new positions and 50 sold out. The largest holders were Abrams Capital Management ($827.7M), Vanguard Group Inc. ($805.1M) and BlackRock, Inc. ($779.4M). 10 famous investors held it, including David Abrams (14.6% of Abrams Capital Management's portfolio), Leon Cooperman (3.5% of Omega Advisors (Leon Cooperman)'s portfolio) and Bill Nygren (0.8% of Harris Associates (Oakmark Funds)'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions63$65.5M
Exits50$139.3M

All 13F filers, Q3 2025 → Q4 2025: 1,725,799 shares bought and 2,564,363 shares sold, net −838,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 481 holders

Abrams Capital Management 14.59% No change 2,490,534 $827.7M
Vanguard Group Inc. 0.01% Reduce -6.1% 2,422,737 $805.1M
BlackRock, Inc. 0.01% Reduce -10.2% 2,345,161 $779.4M
Harris Associates (Oakmark Funds) 0.83% Reduce -0.8% 1,967,035 $653.7M
Dimensional Fund Advisors LP 0.09% Add +0.5% 1,346,783 $447.6M
FMR LLC 0.01% Add +60.3% 871,538 $289.6M
State Street Corp. 0.01% Reduce -3.3% 783,779 $260.5M
River Road Asset Management, LLC 2.71% Add +33.6% 742,677 $246.8M
Hotchkis & Wiley Capital Management LLC 0.54% Add +28.2% 546,171 $181.5M
Lyrical Asset Management LP 2.07% Reduce -5.7% 475,742 $158.1M
Geode Capital Management, LLC 0.01% Reduce -3.9% 467,787 $155.5M
Conifer Management, L.L.C. 22.02% No change 400,000 $132.9M
Norges Bank 0.01% — 376,775 $125.2M
Omega Advisors (Leon Cooperman) 3.50% No change 317,602 $105.5M
Bridges Investment Management Inc. 1.20% Add +8.0% 284,325 $94.5M
Madison Asset Management, LLC 1.02% Reduce -6.0% 266,043 $88.4M
Royal London Asset Management Ltd. 0.17% Reduce -2.2% 239,030 $79.4M
Bank of New York Mellon Corp 0.01% Add +10.5% 229,048 $76.1M
Northern Trust Corp. 0.01% Reduce -6.2% 228,518 $75.9M
Tensile Capital Management LP 9.68% Reduce -4.6% 224,790 $74.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.1% 211,107 $70.2M
Ameriprise Financial Inc. 0.02% Reduce -5.0% 210,769 $70.0M
Chicago Capital, LLC 1.63% Add +6.1% 198,392 $65.9M
Morgan Stanley 0.00% Reduce -39.0% 190,472 $63.3M
Life Cycle Investment Partners Ltd 0.41% — 175,755 $58.4M
Marshall Wace, LLP 0.05% Add +183.6% 162,937 $54.1M
JPMorgan Chase & Co. 0.00% Reduce -34.2% 161,042 $53.5M
Natixis Advisors, LLC 0.07% Add +10.4% 157,070 $52.2M
Eventide Asset Management, LLC 0.81% Reduce -13.7% 156,374 $52.0M
Advent International, L.P. 1.04% Add +1.0% 151,671 $50.4M
Invesco Ltd. 0.00% Reduce -4.4% 138,958 $46.2M
UBS Group AG 0.01% Reduce -14.8% 135,151 $44.9M
Manufacturers Life Insurance Company, The 0.04% Reduce -16.2% 130,055 $43.2M
Glenview Capital Management, LLC 0.90% Add +72.2% 127,605 $42.4M
Millennium Management 0.03% Add +28.1% 124,818 $41.5M
Hennessy Advisors Inc. 1.39% Reduce -5.3% 117,900 $39.2M
Thompson Siegel & Walmsley LLC 0.65% Add +48.8% 115,725 $38.5M
Hook Mill Capital Partners, LP 3.49% Add +20.9% 111,458 $37.0M
Frontier Capital Management Co. LLC 0.37% Reduce -1.2% 103,735 $34.5M
Park West Asset Management LLC 2.80% Add +66.7% 100,000 $33.2M
Nuveen, LLC 0.01% Reduce -16.6% 99,004 $32.9M
Schroder Investment Management Group 0.02% Add +22.3% 97,140 $32.6M
Sei Investments Co. 0.03% Add +35.0% 96,421 $32.0M
Franklin Resources Inc. 0.01% Reduce -19.6% 92,379 $30.7M
Janney Montgomery Scott LLC 0.07% Reduce -7.5% 87,342 $29.0M
Westwood Holdings Group Inc. 0.23% Reduce -5.3% 85,346 $28.4M
Jane Street Group, LLC 0.03% Add +596.0% 85,292 $28.3M
Royal Bank of Canada 0.01% Reduce -6.7% 85,106 $28.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -1.6% 81,240 $27.0M
Goldman Sachs Group Inc. 0.00% Reduce -74.1% 78,768 $26.2M
D. E. Shaw & Co. 0.02% Add +1073.0% 78,286 $26.0M
Bank of America Corp. 0.00% Reduce -6.4% 71,482 $23.8M
Rhumbline Advisers 0.02% Reduce -6.9% 69,588 $23.1M
Retirement Systems of Alabama 0.07% Reduce -2.9% 64,120 $21.3M
Voloridge Investment Management, LLC 0.07% Reduce -21.9% 63,605 $21.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.11% Reduce -58.6% 62,936 $20.9M
Engineers Gate Manager LP 0.24% Add +86.8% 60,909 $20.2M
Citadel Advisors 0.01% Add +1580.7% 60,152 $20.0M
American Century Companies Inc. 0.01% Add +19.8% 59,098 $19.6M
Principal Financial Group Inc. 0.01% Reduce -8.4% 52,160 $17.3M
Swiss National Bank 0.01% No change 50,500 $16.8M
Logan Capital Management Inc. 0.70% Add +4.3% 50,268 $16.7M
Qube Research & Technologies Ltd 0.02% Reduce -48.3% 47,854 $15.9M
Raymond James Financial Inc. 0.00% Add +1.1% 47,623 $15.8M
Iridian Asset Management LLC 5.77% Reduce -0.3% 47,182 $15.7M
Long Focus Capital Management, LLC 0.78% Add +321.6% 47,000 $15.6M
AQR Capital Management 0.01% Add +19.2% 45,326 $15.1M
Legal & General Group Plc 0.00% Reduce -18.2% 45,134 $15.0M
California Public Employees Retirement System 0.01% Add +3.0% 44,939 $14.9M
Loomis Sayles & Co. L P 0.02% Add +4.3% 43,429 $14.4M
Susquehanna Portfolio Strategies, LLC 0.22% Add +816.6% 42,340 $14.1M
CIBC Private Wealth Group LLC 0.02% Add +2.4% 42,081 $14.0M
Boston Partners 0.01% Reduce -9.0% 40,759 $13.5M
Two Sigma Investments, LP 0.02% Add +185.5% 39,404 $13.1M
HRT Financial LP 0.04% Add +51.1% 39,078 $13.0M
Alliancebernstein L.P. 0.00% Reduce -2.8% 38,409 $12.8M
Barclays PLC 0.00% Reduce -18.4% 35,720 $11.9M
Gotham Asset Management 0.04% Add +111.9% 35,652 $11.8M
Point72 Asset Management 0.02% New 34,687 $11.5M
Range Rock Capital, LLC 3.90% — 33,794 $11.2M
New York State Teachers Retirement System 0.02% Reduce -1.6% 33,743 $11.2M
First Trust Advisors LP 0.01% Add +26.0% 33,296 $11.1M
Russell Investments Group, Ltd. 0.01% Reduce -25.5% 33,274 $11.1M
Wells Fargo & Company 0.00% Add +41.3% 32,901 $10.9M
Alyeska Investment Group, L.P. 0.03% Add +15.7% 28,470 $9.5M
Dana Investment Advisors, Inc. 0.27% Reduce -0.2% 28,272 $9.4M
Envestnet Asset Management Inc. 0.00% Reduce -0.5% 27,708 $9.2M
Quantinno Capital Management LP 0.02% Reduce -7.7% 27,517 $9.1M
Boothbay Fund Management, LLC 0.24% Add +9.2% 26,922 $8.9M
Channing Capital Management, LLC 0.23% Reduce -9.8% 26,412 $8.8M
Harfst & Associates, Inc. 1.55% Reduce -7.7% 25,819 $8.6M
Algert Global LLC 0.13% Reduce -41.7% 24,799 $8.2M
California State Teachers Retirement System 0.01% Reduce -1.6% 24,162 $8.0M
Woodline Partners LP 0.03% New 23,943 $8.0M
Concentric Capital Strategies, LP 0.39% New 22,688 $7.5M
T. Rowe Price Associates Inc. 0.00% Add +0.9% 20,820 $6.9M
Comerica Bank 0.03% Add +10.1% 20,236 $6.7M
Kennedy Capital Management LLC 0.14% Reduce -2.9% 19,863 $6.6M
BNP Paribas Financial Markets 0.00% Reduce -69.2% 19,434 $6.5M
Tabor Asset Management, LP 2.60% Add +255.2% 19,355 $6.4M
Tudor Investment Corporation 0.04% Reduce -68.9% 19,017 $6.3M
Bridge City Capital, LLC 1.85% Reduce -10.2% 18,928 $6.3M
State Board of Administration of Florida Retirement System 0.01% No change 18,780 $6.2M
HSBC Holdings PLC 0.00% Reduce -14.9% 18,515 $6.2M
Susquehanna International Group, LLP 0.01% Add +42.3% 18,106 $6.0M
Stifel Financial Corp. 0.01% Reduce -3.3% 18,041 $6.0M
Snowden Capital Advisors LLC 0.15% Add +2.0% 17,821 $5.9M
Voya Investment Management LLC 0.01% Add +25.3% 17,562 $5.8M
Brandywine Global Investment Management, LLC 0.04% Reduce -1.4% 17,260 $5.7M
New York State Common Retirement Fund 0.01% No change 16,644 $5.5M
Wellington Management Group LLP 0.00% Reduce -41.4% 15,788 $5.2M
Empyrean Capital Partners, LP 0.19% New 15,400 $5.1M
Scotia Capital Inc. 0.02% Add +0.1% 15,379 $5.1M
GW&K Investment Management, LLC 0.04% Add +83.5% 15,036 $5.0M
Van Eck Associates Corp. 0.00% Reduce -0.7% 14,849 $4.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +10.3% 14,639 $4.9M
CANADA LIFE ASSURANCE Co 0.01% Reduce -32.8% 14,570 $4.8M
Sendero Wealth Management, LLC 0.53% Reduce -3.7% 14,436 $4.8M
LPL Financial LLC 0.00% Reduce -0.8% 12,080 $4.0M
MetLife Investment Management, LLC 0.02% Reduce -10.1% 11,972 $4.0M
Janus Henderson Group PLC 0.00% No change 11,608 $3.9M
Intech Investment Management LLC 0.03% Add +140.7% 11,396 $3.8M
Dean Investment Associates, LLC 0.54% Reduce -5.0% 11,365 $3.8M
ExodusPoint Capital Management, LP 0.04% Reduce -26.3% 11,333 $3.8M
Amalgamated Bank 0.03% Reduce -5.3% 11,158 $3.7M
S&T Bank 1.16% Reduce -14.4% 11,064 $3.7M
California First Leasing Corp. 1.16% No change 10,759 $3.6M
Edgestream Partners, L.P. 0.10% New 10,722 $3.6M
Agp Franklin, LLC 1.62% Reduce -0.5% 10,410 $3.5M
Mutual of America Capital Management LLC 0.04% Reduce -14.8% 10,093 $3.4M
Police & Firemen's Retirement System of New Jersey 0.03% Reduce -11.2% 10,070 $3.3M
Treasurer of the State of North Carolina 0.01% Reduce -13.1% 9,990 $3.3M
State of Wisconsin Investment Board 0.01% Reduce -35.9% 9,971 $3.3M
Aquatic Capital Management LLC 0.09% Add +71.3% 9,733 $3.2M
CPC Advisors, LLC 0.32% Add +9.7% 9,408 $3.1M
Verition Fund Management LLC 0.02% Reduce -19.6% 9,262 $3.1M
Timber Creek Capital Management LLC 0.70% Reduce -0.7% 9,097 $3.0M
Amundi 0.00% New 9,094 $3.0M
Steamboat Capital Partners, LLC 0.81% Add +1.3% 8,867 $2.9M
State of Tennessee, Department of Treasury 0.01% Reduce -4.1% 9,088 $2.9M
SG Americas Securities, LLC 0.00% Add +593.9% 8,445 $2.8M
JB Capital LLC 0.11% Reduce -11.4% 8,385 $2.8M
Teachers Retirement System of the State of Kentucky 0.02% No change 8,362 $2.8M
180 Wealth Advisors, LLC 0.32% Add +2.9% 8,323 $2.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -6.0% 8,296 $2.8M
Nokomis Capital, L.L.C. 0.78% New 8,172 $2.7M
Red Spruce Capital, LLC 1.08% Add +2.9% 8,125 $2.7M
Truist Financial Corp. 0.00% Reduce -60.5% 8,103 $2.7M
Convergence Investment Partners, LLC 0.53% Add +6.1% 8,090 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -7.2% 8,210 $2.7M
Handelsbanken Fonder AB 0.01% Add +15.5% 8,038 $2.7M
Thrivent Financial for Lutherans 0.00% Reduce -5.1% 7,951 $2.6M
ING Groep NV 0.02% New 7,900 $2.6M
Harbor Capital Advisors, Inc. 0.20% Add +37.1% 7,605 $2.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +2.7% 7,535 $2.5M
Orion Porfolio Solutions, LLC 0.02% Add +49.8% 7,534 $2.5M
&partners 0.01% Add +12.6% 7,344 $2.4M
Public Employees Retirement System of Ohio 0.01% Reduce -10.2% 7,174 $2.4M
Arizona State Retirement System 0.01% Reduce -7.9% 7,092 $2.4M
Osaic Holdings, Inc. 0.00% Reduce -19.1% 7,051 $2.3M
Citigroup Inc. 0.00% Add +15.6% 6,905 $2.3M
Louisiana State Employees Retirement System 0.04% Reduce -5.6% 6,700 $2.2M
Cetera Investment Advisers 0.00% Reduce -0.8% 6,616 $2.2M
Toronto Dominion Bank 0.00% New 6,523 $2.2M
SeaCrest Wealth Management, LLC 0.21% Reduce -8.7% 6,273 $2.1M
Ensign Peak Advisors, Inc 0.00% Reduce -36.2% 6,176 $2.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -53.9% 6,068 $2.0M
Canada Pension Plan Investment Board 0.00% Reduce -98.7% 5,852 $1.9M
State of Michigan Retirement System 0.01% Reduce -6.6% 5,687 $1.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -7.2% 5,680 $1.9M
Rare Wolf Capital LLC 1.17% — 5,651 $1.9M
Campbell Newman Asset Management Inc. 0.14% Reduce -3.6% 5,636 $1.9M
Atom Investors LP 0.15% Reduce -0.1% 5,541 $1.8M
KLP Kapitalforvaltning As 0.01% Add +1.5% 5,480 $1.8M
Dean Capital Management 0.77% Add +3.2% 5,425 $1.8M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -5.1% 5,425 $1.8M
Jump Financial, LLC 0.02% Reduce -85.3% 5,144 $1.7M
J. Goldman & Co LP 0.07% New 5,112 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Add +7.0% 5,053 $1.7M
Independent Advisor Alliance 0.04% New 5,042 $1.7M
New Mexico Educational Retirement Board 0.05% Reduce -10.7% 5,000 $1.7M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -2.3% 4,948 $1.6M
Prospera Financial Services Inc 0.03% Reduce -7.8% 4,869 $1.6M
Oregon Public Employees Retirement Fund 0.02% Reduce -5.1% 4,853 $1.6M
Fox Run Management, L.L.C. 0.25% Add +420.5% 4,778 $1.6M
LRT Capital Management, LLC 1.32% Add +20.8% 4,620 $1.5M
Occudo Quantitative Strategies LP 0.10% Add +0.8% 4,616 $1.5M
Ameritas Investment Partners, Inc. 0.04% Reduce -7.5% 4,444 $1.5M
Daiwa Securities Group Inc. 0.00% Add +4.0% 4,255 $1.4M
Utah Retirement Systems 0.01% Reduce -2.1% 4,164 $1.4M
Creative Planning 0.00% Add +62.7% 4,055 $1.3M
Bank of Nova Scotia 0.00% New 4,047 $1.3M
Walleye Capital LLC 0.01% New 4,008 $1.3M
Capstone Investment Advisors, LLC 0.01% New 3,900 $1.3M
Waverly Advisors, LLC 0.01% Reduce -1.6% 3,875 $1.3M
Pictet Asset Management Holding SA 0.00% Add +4.5% 3,842 $1.3M
Neuberger Berman Group LLC 0.00% Add +12.0% 3,697 $1.2M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -0.1% 3,672 $1.2M
Victory Capital Management Inc. 0.00% Reduce -4.0% 3,644 $1.2M
Campbell & CO Investment Adviser LLC 0.06% Add +58.6% 3,620 $1.2M
Quantbot Technologies LP 0.04% Reduce -67.4% 3,594 $1.2M
Fulton Bank, N.A. 0.04% Reduce -2.4% 3,467 $1.2M
Exchange Traded Concepts, LLC 0.01% Add +8.9% 3,366 $1.1M
Redwood Investment Management, LLC 0.12% Reduce -12.3% 3,304 $1.1M
Ashton Thomas Private Wealth, LLC 0.03% Reduce -1.1% 3,297 $1.1M
Pathstone Holdings, LLC 0.00% Add +23.3% 3,280 $1.1M
Vise Technologies, Inc. 0.02% Add +2.0% 3,197 $1.1M
Tidal Investments LLC 0.00% Add +3.3% 3,187 $1.1M
Visionary Horizons, LLC 0.54% Add +6.0% 3,125 $1.0M
OneDigital Investment Advisors LLC 0.01% Add +32.8% 3,054 $1.0M
Ruane, Cunniff & Goldfarb L.P. 0.02% Add +12.3% 3,049 $1.0M
Financial Strategies Group, Inc. 0.18% Add +6.2% 3,084 $1.0M
Brevan Howard Capital Management LP 0.02% Add +27.3% 2,976 $989K
Xponance LLC 0.01% Reduce -21.4% 2,950 $980K
Teacher Retirement System of Texas 0.00% Reduce -49.5% 2,947 $979K
QRG Capital Management, Inc. 0.01% Add +26.2% 2,886 $959K
Chilton Investment Co. Inc. 0.02% New 2,855 $949K
Pacer Advisors, Inc. 0.00% Reduce -49.8% 2,849 $947K
Deutsche Bank AG 0.00% Reduce -4.3% 2,849 $947K
Public Employees Retirement Association of Colorado 0.00% No change 2,782 $925K
Inspire Advisors, LLC 0.08% Add +0.1% 2,769 $920K
Aristides Capital LLC 0.31% Add +4.6% 2,707 $900K
Oppenheimer Asset Management Inc. 0.01% Reduce -15.4% 2,587 $860K
Quadrant Capital Group LLC 0.03% Add +1.0% 2,559 $850K
FORA Capital, LLC 0.10% New 2,554 $849K
Camelot Portfolios, LLC 0.53% Reduce -0.5% 2,551 $848K
Bank of Montreal 0.00% Reduce -2.6% 2,501 $831K
Assetmark, Inc. 0.00% Add +31.7% 2,405 $799K
State of Alaska, Department of Revenue 0.01% Reduce -14.1% 2,407 $799K
PenderFund Capital Management Ltd. 0.31% No change 2,400 $798K
Corient Private Wealth LP 0.00% Add +87.2% 2,351 $781K
New York Life Investment Management LLC 0.01% Reduce -11.8% 2,313 $769K
Smith, Moore & Co. 0.06% Reduce -4.1% 2,289 $761K
Schonfeld Strategic Advisors LLC 0.00% Reduce -63.5% 2,270 $754K
Oak Thistle LLC 0.10% Add +162.9% 2,253 $749K
Advisor Resource Council 0.26% New 2,224 $729K
Vestcor Inc 0.02% No change 2,157 $717K
IFP Advisors, Inc 0.02% Reduce -2.8% 2,134 $709K
Legato Capital Management LLC 0.06% Reduce -48.1% 2,117 $704K
Jefferies Financial Group Inc. 0.01% New 2,106 $700K
Yorktown Management & Research Co Inc 0.56% No change 2,100 $698K
Moon Capital Management LP 0.43% Reduce -72.6% 2,085 $693K
Summit Trail Advisors, LLC 0.01% Reduce -15.7% 1,997 $664K
M&T Bank Corp 0.00% Add +88.8% 1,962 $652K
Federated Hermes, Inc. 0.00% Reduce -14.8% 1,950 $648K
Crossmark Global Holdings, Inc. 0.01% Reduce -16.2% 1,897 $630K
Bridgefront Capital, LLC 0.15% New 1,847 $614K
Atria Investments, Inc 0.01% Reduce -29.0% 1,835 $610K
PNC Financial Services Group, Inc. 0.00% Reduce -13.3% 1,796 $597K
Securian Asset Management, Inc. 0.02% Reduce -10.7% 1,768 $588K
Hennion & Walsh Asset Management, Inc. 0.02% No change 1,750 $582K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Reduce -71.8% 1,750 $582K
Prudential Financial Inc. 0.00% Reduce -67.5% 1,683 $559K
Quantitative Investment Management, LLC 0.05% New 1,670 $554K
Shay Capital LLC 0.09% New 1,650 $548K
MML Investors Services, LLC 0.00% Reduce -5.3% 1,631 $542K
HighTower Advisors, LLC 0.00% Reduce -50.5% 1,608 $534K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -20.7% 1,616 $528K
Captrust Financial Advisors 0.00% Add +3.2% 1,582 $526K
Mercer Global Advisors Inc. 0.00% Add +5.2% 1,571 $522K
XTX Topco Ltd 0.01% Reduce -67.4% 1,565 $520K
CenterBook Partners LP 0.03% Add +113.1% 1,562 $519K
Mount Lucas Management LP 0.23% Reduce -1.9% 1,559 $518K
US Bancorp \de 0.00% Add +3.3% 1,551 $515K
Jones Financial Companies LLLP 0.00% Reduce -42.2% 1,550 $515K
O'shaughnessy Asset Management, LLC 0.00% Reduce -12.2% 1,542 $512K
Inceptionr LLC 0.14% New 1,527 $507K
WINTON GROUP Ltd 0.02% Reduce -91.6% 1,510 $502K
Savant Capital, LLC 0.00% Add +47.1% 1,445 $480K
Rafferty Asset Management, LLC 0.00% Reduce -1.0% 1,445 $480K
Whalen Wealth Management Inc. 0.25% New 1,416 $471K
Arwa LLC 0.27% — 1,407 $467K
Evergreen Capital Management LLC 0.01% Add +22.9% 1,402 $466K
Novem Group 0.05% Add +86.3% 1,392 $463K
PDT Partners, LLC 0.03% No change 1,376 $457K
Tectonic Advisors LLC 0.02% Add +6.7% 1,348 $448K
Swiss Life Asset Management Ltd 0.00% Add +8.2% 1,331 $442K
Qsemble Capital Management, LP 0.04% New 1,320 $439K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -61.8% 1,317 $438K
National Bank of Canada 0.00% Add +113.6% 1,275 $423K
Sterling Capital Management LLC 0.01% Reduce -9.7% 1,271 $422K
Brown Advisory Inc. 0.00% New 1,251 $416K
D.A. Davidson & Co. 0.00% Add +10.6% 1,245 $414K
Abacus Wealth Partners, LLC 0.04% New 1,241 $412K
Aigen Investment Management, LP 0.10% Reduce -45.6% 1,235 $410K
Maryland State Retirement & Pension System 0.01% No change 1,225 $407K
SummitTX Capital, L.P. 0.01% Add +59.4% 1,218 $405K
Tower Research Capital LLC (TRC) 0.01% Reduce -9.3% 1,187 $394K
Dynamic Technology Lab Private Ltd 0.09% New 1,152 $383K
OP Asset Management Ltd 0.00% Add +64.5% 1,150 $382K
Clear Creek Financial Management, LLC 0.03% Add +35.2% 1,117 $371K
Leonteq Securities AG 0.02% Reduce -79.2% 1,101 $366K
PCB Capital LLC 0.58% — 1,093 $363K
Guggenheim Capital LLC 0.00% Reduce -6.4% 1,091 $363K
Factorial Partners, LLC 0.24% No change 1,080 $359K
Jain Global LLC 0.00% New 1,051 $349K
Caitlin John, LLC 0.22% New 1,030 $342K
Values First Advisors, Inc. 0.18% Reduce -13.8% 1,021 $339K
Vident Advisory, LLC 0.00% Add +2.9% 1,019 $339K
Cerity Partners LLC 0.00% New 992 $330K
OneAscent Investment Solutions LLC 0.35% Reduce -12.8% 990 $329K
Steward Partners Investment Advisory, LLC 0.00% Reduce -17.3% 985 $327K
Forum Financial Management, LP 0.00% No change 982 $326K
ProShare Advisors LLC 0.00% Reduce -10.9% 972 $323K
Fifth Third Wealth Advisors LLC 0.01% Add +0.1% 948 $315K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.8% 944 $314K
Commerce Bank 0.00% Add +1.0% 916 $304K
Denali Advisors LLC 0.03% New 903 $300K
North Dakota State Investment Board 0.01% — 900 $299K
Haverford Trust Co 0.00% No change 892 $296K
iSAM Funds (UK) Ltd 0.11% New 888 $295K
Sequoia Financial Advisors, LLC 0.00% New 877 $291K
Nicolet Advisory Services, LLC 0.02% Add +22.6% 867 $287K
Private Advisor Group, LLC 0.00% Add +10.7% 838 $278K
EverSource Wealth Advisors, LLC 0.01% Reduce -12.8% 826 $274K
Commonwealth Equity Services, LLC 0.00% Reduce -63.8% 825 $274K
Sagewood Asset Management LP 0.10% — 807 $268K
Brooklyn Investment Group 0.01% New 787 $267K
CIBC Asset Management Inc 0.00% Reduce -8.7% 802 $267K
Shelton Capital Management 0.01% Reduce -15.8% 800 $266K
Advisortrust Partners, LLC 0.12% — 797 $265K
Crumly & Associates Inc. 0.05% Reduce -7.4% 780 $259K
Panagora Asset Management Inc. 0.00% Reduce -38.9% 778 $259K
Mirabella Financial Services LLP 0.03% Reduce -83.3% 777 $258K
Clark Financial Services Group Inc. 0.14% New 774 $254K
Cambria Investment Management, L.P. 0.01% Reduce -4.4% 761 $253K
Arkadios Wealth Advisors 0.01% Reduce -56.8% 761 $253K
Mraz, Amerine & Associates, Inc. 0.04% No change 751 $250K
Delta Capital Management LLC 0.14% No change 750 $249K
DRW Securities, LLC 0.02% Reduce -9.3% 736 $245K
Benjamin Edwards Inc. 0.00% Reduce -3.3% 731 $243K
KBC Group NV 0.00% No change 716 $238K
Quadrature Capital Ltd 0.00% Reduce -91.4% 716 $238K
Blair William & Co. 0.00% Add +7.2% 716 $238K
R Squared Ltd 0.11% Reduce -43.3% 706 $235K
Innealta Capital, LLC 0.13% No change 703 $234K
First Nebraska Trust Co 0.02% New 700 $233K
Blueshift Asset Management, LLC 0.07% Reduce -87.4% 696 $231K
Farringdon Capital, Ltd. 0.05% Reduce -20.3% 659 $219K
Havemeyer Place LP 0.04% — 649 $216K
Moneta Group Investment Advisors LLC 0.00% Reduce -5.3% 644 $214K
AlphaGrep UK Ltd 0.07% — 643 $214K
Fiduciary Trust Co 0.00% Reduce -0.2% 639 $212K
Sage Rhino Capital LLC 0.04% New 628 $209K
Cookson Peirce & Co. Inc. 0.01% New 626 $208K
Townsquare Capital LLC 0.05% New 625 $208K
Coldstream Capital Management Inc. 0.00% Reduce -27.7% 618 $205K
Cwm, LLC 0.00% Add +32.0% 618 $205K
EntryPoint Capital, LLC 0.08% Reduce -63.4% 616 $205K
Focus Partners Wealth 0.00% New 616 $203K
OneAscent Financial Services LLC 0.02% New 602 $200K
Adkins Seale Capital Management LLC 0.20% — 596 $198K
Arax Advisory Partners 0.01% Reduce -70.6% 577 $192K
STRS Ohio 0.00% Reduce -6.7% 571 $190K
Nomura Asset Management Co. Ltd. 0.00% No change 415 $138K
Hantz Financial Services, Inc. 0.00% Add +125.0% 405 $135K
GAMMA Investing LLC 0.01% Add +9.2% 403 $134K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +39.9% 400 $133K
Eurizon Capital SGR S.p.A. 0.00% — 372 $125K
Global Retirement Partners, LLC 0.00% Add +79.1% 369 $123K
Kelleher Financial Advisors 0.03% No change 350 $116K
Inspire Investing, LLC 0.01% New 340 $113K
Rockefeller Capital Management L.P. 0.00% Add +106.8% 337 $112K
Pinnacle Wealth Planning Services, Inc. 0.01% New 328 $109K
Steph & Co. 0.03% New 316 $105K
UMB Bank, n.a. 0.00% Add +11.4% 312 $104K
Horizon Investments, LLC 0.00% Reduce -93.2% 311 $103K
Danske Bank A/S 0.00% No change 300 $100K
Torren Management, LLC 0.05% — 290 $96K
Lanark Financial, Inc. 0.01% No change 289 $96K
Fifth Third Bancorp 0.00% Add +1.1% 283 $94K
Nisa Investment Advisors, LLC 0.00% No change 276 $92K
Wilmington Savings Fund Society, FSB 0.00% Add +1.2% 261 $87K
AlphaCentric Advisors LLC 0.08% — 241 $80K
MAI Capital Management 0.00% Reduce -37.0% 226 $75K
Kestra Advisory Services, LLC 0.00% New 204 $68K
SageView Advisory Group, LLC 0.00% New 194 $65K
Contravisory Investment Management, Inc. 0.01% No change 182 $60K
Caitong International Asset Management Co., Ltd 0.01% Add +225.5% 166 $55K
Signaturefd, LLC 0.00% Reduce -10.4% 164 $55K
Parallel Advisors, LLC 0.00% Add +26.8% 156 $52K
Flagship Harbor Advisors, LLC 0.00% New 150 $50K
Blue Trust, Inc. 0.00% No change 147 $49K
Penserra Capital Management LLC 0.00% Reduce -2.9% 136 $45K
JFS Wealth Advisors, LLC 0.00% Add +7.3% 133 $44K
eCIO, Inc. 0.02% New 125 $42K
Parkside Financial Bank & Trust 0.00% Add +15.2% 121 $40K
DV Trading LLC 0.00% — 120 $40K
Allworth Financial LP 0.00% Reduce -37.6% 116 $39K
Ancora Advisors LLC 0.00% New 115 $38K
Los Angeles Capital Management LLC 0.00% New 121 $38K
Group One Trading LLC 0.00% Add +460.0% 112 $37K
Quarry LP 0.01% Add +101.8% 109 $36K
Root Financial Partners, LLC 0.00% Add +11.3% 108 $36K
Deseret Mutual Benefit Administrators 0.01% Add +24.7% 106 $35K
Bessemer Group Inc. 0.00% Add +1.0% 103 $35K
Addison Advisors LLC 0.01% Add +2.0% 102 $34K
V-Square Quantitative Management LLC 0.00% New 102 $34K
Smartleaf Asset Management LLC 0.00% Add +20.5% 94 $32K
Huntington National Bank 0.00% Reduce -6.9% 94 $31K
Clearstead Advisors, LLC 0.00% Add +111.4% 93 $31K
Plante Moran Financial Advisors, LLC 0.00% No change 77 $26K
Altshuler Shaham Ltd 0.00% Add +13.8% 74 $25K
Basecamp Wealth Advisors LLC 0.01% — 70 $23K
AlphaQuest LLC 0.00% Reduce -85.1% 68 $23K
Barrow Hanley Mewhinney & Strauss LLC 0.00% No change 68 $23K
NewEdge Advisors, LLC 0.00% No change 65 $22K
Pinnacle Bancorp, Inc. 0.01% No change 63 $21K
Global X Japan Co., Ltd. 0.00% Add +37.8% 62 $21K
Rothschild Investment LLC 0.00% Add +2900.0% 60 $20K
MassMutual Private Wealth & Trust, FSB 0.00% Add +25.5% 59 $20K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 54 $18K
Security National Bank 0.00% No change 50 $17K
Farther Finance Advisors, LLC 0.00% Reduce -86.9% 35 $12K
Covestor Ltd 0.01% Reduce -5.6% 34 $11K
Versant Capital Management, Inc 0.00% Add +100.0% 32 $11K
Retirement Wealth Solutions LLC 0.01% No change 30 $10K
Winnacle Wealth LLC 0.01% Reduce -82.3% 26 $9K
Spire Wealth Management 0.00% Add +33.3% 24 $8K
Bell Investment Advisors, Inc 0.00% No change 23 $8K
Farmers & Merchants Investments Inc. 0.00% No change 23 $8K
Smithfield Trust Co 0.00% No change 21 $7K
Frazier Financial Advisors, LLC 0.00% No change 21 $7K
Atlas Capital Advisors Inc. 0.00% — 21 $7K
Curat Global, LLC 0.01% No change 20 $7K
T. Rowe Price Investment Management, Inc. 0.00% No change 16 $6K
Keating Financial Advisory Services, Inc. 0.00% — 18 $6K
SBI Securities Co., Ltd. 0.00% Reduce -41.9% 18 $6K
Elyxium Wealth, LLC 0.00% New 18 $6K
Fortitude Family Office, LLC 0.00% No change 17 $6K
MidFirst Bank 0.00% — 17 $6K
Cetera Trust Company, N.A 0.00% No change 15 $5K
Bravera Wealth 0.00% — 15 $5K
CENTRAL TRUST Co 0.00% No change 15 $5K
Basepoint Wealth LLC 0.00% New 14 $5K
High Note Wealth, LLC 0.00% No change 14 $5K
Capital Advisors, Ltd. LLC 0.00% No change 11 $4K
Bare Financial Services, Inc 0.00% Add +140.0% 12 $4K
WPG Advisers, LLC 0.00% No change 11 $4K
Colonial Trust Co / SC 0.00% No change 11 $4K
True Wealth Design, LLC 0.00% Reduce -28.6% 10 $3K
First Community Trust NA 0.00% New 10 $3K
Bellevue Asset Management, LLC 0.00% No change 10 $3K
Essential Partners LLC 0.00% Add +50.0% 9 $3K
Union Savings Bank 0.00% — 9 $3K
Prestige Wealth Management Group LLC 0.00% No change 8 $3K
First Command Advisory Services, Inc. 0.00% No change 8 $3K
Manchester Capital Management LLC 0.00% No change 7 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 7 $2K
Larson Financial Group LLC 0.00% No change 7 $2K
Ogorek Anthony Joseph /NY/ 0.00% No change 7 $2K
Cromwell Holdings LLC 0.00% No change 6 $2K
Westside Investment Management, Inc. 0.00% New 6 $2K
J.Safra Asset Management Corp 0.00% No change 6 $2K
Sachetta, LLC 0.00% No change 5 $2K
Elevation Wealth Partners, LLC 0.00% Add +150.0% 5 $2K
Provenance Wealth Advisors, LLC 0.00% No change 5 $2K
International Assets Investment Management, LLC 0.00% New 5 $2K
Rialto Wealth Management, LLC 0.00% Reduce -20.0% 4 $1K
HM Payson & Co. 0.00% New 4 $1K
Quent Capital, LLC 0.00% New 4 $1K
TD Capital Management LLC 0.00% No change 3 $1K
Transamerica Financial Advisors, LLC 0.00% Add +50.0% 3 $997
SJS Investment Consulting Inc. 0.00% No change 3 $997
CoreCap Advisors, LLC 0.00% Reduce -96.3% 3 $997
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 3 $996
PEAK6 LLC 0.00% New 3 $956
Valued Wealth Advisors LLC 0.00% No change 2 $668
Cornerstone Financial Management LLC 0.00% — 2 $665
Lodestone Wealth Management LLC 0.00% New 2 $665
HFM Investment Advisors, LLC 0.00% No change 2 $665
Rakuten Securities, Inc. 0.00% No change 2 $665
Private Wealth Management Group, LLC 0.00% No change 2 $665
Rossby Financial, LCC 0.00% New 2 $665
Raffa Wealth Management, LLC 0.00% No change 2 $665
TFC Financial Management, Inc. 0.00% No change 2 $665
Zions Bancorporation, National Association 0.00% New 2 $665
Creative Financial Designs Inc. 0.00% Reduce -66.7% 2 $665
Signature Equity Partners, LLC 0.00% — 1 $332
Harbour Investments, Inc. 0.00% New 1 $332
Avion Wealth 0.00% No change 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.