Lithia MotorsLAD
13F holders, Q1 2026 (March 31)436holders −45
47new positions
93sold out
10famous investors
$249.81avg. 13F price*
At the end of Q1 2026, 436 institutions reported holding Lithia Motors Inc. (LAD) in their 13F filings, down 45 from Q4 2025. 47 opened new positions and 93 sold out. The largest holders were BlackRock, Inc. ($626.9M), Abrams Capital Management ($621.9M) and Harris Associates (Oakmark Funds) ($488.6M). 10 famous investors held it, including David Abrams (13.4% of Abrams Capital Management's portfolio), Leon Cooperman (2.8% of Omega Advisors (Leon Cooperman)'s portfolio) and Bill Nygren (0.7% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- Lithia Motors Inc.
- CUSIP
- 536797103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $166.8M |
| Exits | 93 | $155.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,078,680 shares bought and 2,142,087 shares sold, net +936,593 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 436 holders
| BlackRock, Inc. | 0.01% | Add +7.0% | 2,510,580 | $626.9M |
| Abrams Capital Management | 13.41% | No change | 2,490,534 | $621.9M |
| Harris Associates (Oakmark Funds) | 0.65% | Reduce -0.5% | 1,956,637 | $488.6M |
| FMR LLC | 0.02% | Add +103.0% | 1,769,328 | $441.8M |
| Dimensional Fund Advisors LP | 0.07% | Add +3.2% | 1,389,870 | $347.1M |
| Vanguard Portfolio Management LLC | 0.02% | — | 1,154,703 | $288.4M |
| Vanguard Capital Management LLC | 0.01% | — | 1,058,904 | $264.4M |
| State Street Corp. | 0.01% | Add +0.6% | 788,570 | $196.9M |
| River Road Asset Management, LLC | 1.85% | Reduce -12.1% | 652,815 | $163.0M |
| Hotchkis & Wiley Capital Management LLC | 0.39% | Reduce -7.9% | 503,230 | $125.7M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 469,896 | $117.4M |
| Lyrical Asset Management LP | 1.75% | Reduce -3.2% | 460,622 | $115.0M |
| UBS Group AG | 0.02% | Add +190.6% | 392,768 | $98.1M |
| Cooke & Bieler LP | 0.98% | New | 346,436 | $86.5M |
| Omega Advisors (Leon Cooperman) | 2.79% | Add +7.0% | 340,000 | $84.9M |
| Bridges Investment Management Inc. | 0.96% | Add +0.3% | 285,062 | $71.2M |
| Royal London Asset Management Ltd. | 0.12% | Reduce -0.8% | 237,057 | $59.2M |
| Madison Asset Management, LLC | 0.72% | Reduce -12.5% | 232,682 | $58.1M |
| Northern Trust Corp. | 0.01% | Add +1.2% | 231,221 | $57.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.0% | 227,884 | $56.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.7% | 227,375 | $56.8M |
| Tensile Capital Management LP | 7.97% | Reduce -0.8% | 222,963 | $55.7M |
| Conifer Management, L.L.C. | 10.11% | Reduce -47.0% | 212,000 | $52.9M |
| Chicago Capital, LLC | 1.39% | Add +3.8% | 205,825 | $51.4M |
| Marshall Wace, LLP | 0.05% | Add +22.4% | 199,363 | $49.8M |
| Life Cycle Investment Partners Ltd | 0.29% | Add +4.5% | 183,664 | $45.9M |
| Thompson Siegel & Walmsley LLC | 0.79% | Add +55.1% | 179,476 | $44.8M |
| American Century Companies Inc. | 0.02% | Add +200.8% | 177,787 | $44.4M |
| Morgan Stanley | 0.00% | Reduce -9.3% | 172,685 | $43.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -22.7% | 162,974 | $40.7M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +22.5% | 159,363 | $39.8M |
| Invesco Ltd. | 0.00% | Add +10.4% | 153,433 | $38.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 150,145 | $37.5M |
| Sei Investments Co. | 0.03% | Add +48.1% | 142,812 | $35.7M |
| Barclays PLC | 0.01% | Add +297.9% | 142,117 | $35.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.3% | 133,137 | $32.7M |
| Glenview Capital Management, LLC | 0.86% | No change | 127,605 | $31.9M |
| Hennessy Advisors Inc. | 0.96% | Reduce -9.4% | 106,800 | $26.7M |
| Schroder Investment Management Group | 0.02% | Add +9.1% | 105,937 | $26.0M |
| Advent International, L.P. | 0.56% | Reduce -37.2% | 95,273 | $23.8M |
| Natixis Advisors, LLC | 0.03% | Reduce -39.6% | 94,816 | $23.7M |
| Nuveen, LLC | 0.01% | Reduce -8.0% | 91,113 | $22.8M |
| Westwood Holdings Group Inc. | 0.17% | Add +6.1% | 90,517 | $22.6M |
| Jones Financial Companies LLLP | 0.01% | Add +5515.3% | 87,037 | $21.8M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 86,520 | $21.6M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -7.4% | 80,894 | $20.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.7% | 80,655 | $20.1M |
| Covalis Capital LLP | 1.24% | New | 79,868 | $19.9M |
| ProShare Advisors LLC | 0.03% | Add +7788.6% | 76,677 | $19.1M |
| Raymond James Financial Inc. | 0.01% | Add +60.2% | 76,307 | $19.1M |
| Nokomis Capital, L.L.C. | 5.90% | Add +820.7% | 75,241 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.6% | 75,111 | $18.8M |
| Bank of America Corp. | 0.00% | Add +1.9% | 72,855 | $18.2M |
| Franklin Resources Inc. | 0.00% | Reduce -23.4% | 70,730 | $17.7M |
| Rhumbline Advisers | 0.01% | Add +1.0% | 70,305 | $17.6M |
| Iridian Asset Management LLC | 6.64% | Add +39.0% | 65,587 | $16.4M |
| Retirement Systems of Alabama | 0.05% | Add +1.0% | 64,747 | $16.2M |
| Wells Fargo & Company | 0.00% | Add +90.3% | 62,623 | $15.6M |
| Susquehanna International Group, LLP | 0.02% | Add +221.7% | 58,243 | $14.5M |
| HRT Financial LP | 0.04% | Add +44.8% | 56,589 | $14.1M |
| Long Focus Capital Management, LLC | 0.62% | Add +19.1% | 56,000 | $14.0M |
| Frontier Capital Management Co. LLC | 0.14% | Reduce -46.8% | 55,240 | $13.8M |
| IMC-Chicago, LLC | 0.21% | New | 55,132 | $13.8M |
| Principal Financial Group Inc. | 0.01% | Add +3.9% | 54,197 | $13.5M |
| Swiss National Bank | 0.01% | Reduce -5.1% | 47,940 | $12.0M |
| CIBC Bancorp USA Inc. | 0.02% | — | 45,994 | $11.5M |
| First Eagle Investment Management, LLC | 0.02% | New | 43,700 | $10.9M |
| Eventide Asset Management, LLC | 0.18% | Reduce -72.8% | 42,568 | $10.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -19.3% | 30,983 | $10.3M |
| Walleye Trading LLC | 0.21% | New | 40,543 | $10.1M |
| Legal & General Group Plc | 0.00% | Reduce -14.0% | 38,808 | $9.7M |
| AQR Capital Management | 0.00% | Reduce -15.0% | 38,535 | $9.6M |
| Boston Partners | 0.01% | Reduce -12.6% | 35,618 | $8.9M |
| California Public Employees Retirement System | 0.01% | Reduce -24.1% | 34,118 | $8.5M |
| Citadel Advisors | 0.01% | Reduce -47.0% | 31,849 | $8.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -5.3% | 31,516 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.6% | 31,483 | $7.9M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -50.6% | 31,443 | $7.9M |
| First Trust Advisors LP | 0.01% | Reduce -6.3% | 31,198 | $7.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -12.7% | 29,446 | $7.4M |
| Voya Investment Management LLC | 0.01% | Add +64.6% | 28,903 | $7.2M |
| California State Teachers Retirement System | 0.01% | Add +17.3% | 28,338 | $7.1M |
| Dana Investment Advisors, Inc. | 0.21% | Reduce -0.3% | 28,202 | $7.0M |
| Channing Capital Management, LLC | 0.16% | Reduce -3.4% | 25,520 | $6.4M |
| Park West Asset Management LLC | 0.56% | Reduce -74.5% | 25,468 | $6.4M |
| Harfst & Associates, Inc. | 1.10% | Reduce -4.8% | 24,574 | $6.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 22,676 | $5.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.8% | 22,446 | $5.6M |
| Jump Financial, LLC | 0.09% | Add +311.7% | 21,177 | $5.3M |
| Alyeska Investment Group, L.P. | 0.01% | Reduce -26.5% | 20,920 | $5.2M |
| HSBC Holdings PLC | 0.00% | Add +10.7% | 20,489 | $5.1M |
| Bridge City Capital, LLC | 1.40% | Add +6.6% | 20,169 | $5.0M |
| Kennedy Capital Management LLC | 0.10% | Reduce -2.2% | 19,425 | $4.9M |
| Snowden Capital Advisors LLC | 0.13% | Add +8.9% | 19,408 | $4.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.1% | 18,451 | $4.6M |
| Vanguard Global Advisers, LLC | 0.00% | — | 17,935 | $4.5M |
| Tudor Investment Corporation | 0.02% | Reduce -12.2% | 16,705 | $4.2M |
| New York State Common Retirement Fund | 0.01% | No change | 16,644 | $4.2M |
| Fifth Third Bancorp | 0.01% | Add +5544.9% | 15,975 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -11.8% | 15,916 | $4.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -15.6% | 15,856 | $4.0M |
| Quantinno Capital Management LP | 0.01% | Reduce -44.0% | 15,402 | $3.8M |
| Holocene Advisors, LP | 0.01% | New | 15,025 | $3.8M |
| EVR Research LP | 2.13% | New | 15,000 | $3.7M |
| Brevan Howard Capital Management LP | 0.04% | Add +398.4% | 14,833 | $3.7M |
| GW&K Investment Management, LLC | 0.03% | Reduce -2.1% | 14,717 | $3.7M |
| Agp Franklin, LLC | 1.82% | Add +40.2% | 14,597 | $3.6M |
| Scotia Capital Inc. | 0.01% | Reduce -5.5% | 14,533 | $3.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.2% | 14,391 | $3.6M |
| Cobalt Capital Management, Inc. | 2.00% | New | 14,332 | $3.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.6% | 14,255 | $3.6M |
| Sendero Wealth Management, LLC | 0.39% | Reduce -1.5% | 14,221 | $3.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Reduce -80.6% | 12,216 | $3.1M |
| State of Wisconsin Investment Board | 0.01% | Add +22.5% | 12,216 | $3.1M |
| MetLife Investment Management, LLC | 0.02% | Add +0.6% | 12,044 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -1.8% | 11,864 | $3.0M |
| Man Group plc | 0.01% | New | 11,696 | $2.9M |
| Citigroup Inc. | 0.00% | Add +63.0% | 11,253 | $2.8M |
| Amalgamated Bank | 0.02% | Reduce -1.3% | 11,015 | $2.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -72.3% | 10,900 | $2.7M |
| California First Leasing Corp. | 0.86% | No change | 10,759 | $2.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -7.6% | 10,728 | $2.7M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.1% | 10,203 | $2.5M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +1.2% | 10,192 | $2.5M |
| CPC Advisors, LLC | 0.41% | Add +7.9% | 10,147 | $2.5M |
| XTX Topco Ltd | 0.04% | Add +522.4% | 9,741 | $2.4M |
| Chilton Investment Co. Inc. | 0.06% | Add +238.5% | 9,665 | $2.4M |
| Empowered Funds, LLC | 0.02% | New | 9,511 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -80.2% | 9,477 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -7.9% | 9,293 | $2.3M |
| Timber Creek Capital Management LLC | 0.55% | No change | 9,097 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 9,088 | $2.3M |
| Red Spruce Capital, LLC | 0.93% | Add +11.5% | 9,060 | $2.3M |
| 180 Wealth Advisors, LLC | 0.25% | Add +5.6% | 8,788 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +4.6% | 8,479 | $2.1M |
| Algert Global LLC | 0.03% | Reduce -65.9% | 8,449 | $2.1M |
| Harbor Capital Advisors, Inc. | 0.17% | Add +9.3% | 8,314 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 8,296 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +8.3% | 8,157 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 8,038 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.0% | 7,954 | $2.0M |
| OP Asset Management Ltd | 0.02% | Add +590.4% | 7,940 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -4.4% | 7,850 | $2.0M |
| &partners | 0.01% | Add +3.9% | 7,631 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -9.0% | 7,612 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +12.3% | 7,429 | $1.9M |
| Leonteq Securities AG | 0.11% | Add +570.8% | 7,386 | $1.8M |
| Gotham Asset Management | 0.01% | Reduce -79.3% | 7,376 | $1.8M |
| Group One Trading LLC | 0.06% | Add +6452.7% | 7,339 | $1.8M |
| Van Eck Associates Corp. | 0.00% | Reduce -52.5% | 7,057 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Add +4.5% | 7,000 | $1.7M |
| Simplex Trading, LLC | 0.05% | New | 6,970 | $1.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.3% | 6,937 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.7% | 6,861 | $1.7M |
| Arizona State Retirement System | 0.01% | Reduce -6.0% | 6,664 | $1.7M |
| Rare Wolf Capital LLC | 1.03% | Add +12.7% | 6,367 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.17% | No change | 6,273 | $1.6M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -85.6% | 6,264 | $1.6M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 6,240 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 6,176 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 6,076 | $1.5M |
| Oak Thistle LLC | 0.15% | Add +166.0% | 5,992 | $1.5M |
| State of Michigan Retirement System | 0.01% | Add +1.8% | 5,787 | $1.4M |
| JB Capital LLC | 0.06% | Reduce -31.1% | 5,773 | $1.4M |
| Campbell Newman Asset Management Inc. | 0.12% | Add +1.6% | 5,728 | $1.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 5,680 | $1.4M |
| Intech Investment Management LLC | 0.01% | Reduce -51.8% | 5,493 | $1.4M |
| LRT Capital Management, LLC | 1.28% | Add +18.6% | 5,481 | $1.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.2% | 5,434 | $1.4M |
| S&T Bank | 0.51% | Reduce -51.0% | 5,423 | $1.4M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -1.5% | 5,400 | $1.3M |
| Quantbot Technologies LP | 0.05% | Add +49.3% | 5,367 | $1.3M |
| Amundi | 0.00% | Reduce -42.2% | 5,258 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +129.6% | 5,212 | $1.3M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -87.7% | 5,189 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +5.4% | 5,134 | $1.3M |
| Creative Planning | 0.00% | Add +25.6% | 5,091 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Add +154.2% | 5,076 | $1.3M |
| New Mexico Educational Retirement Board | 0.04% | No change | 5,000 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +2.3% | 4,962 | $1.2M |
| Moon Capital Management LP | 0.75% | Add +137.6% | 4,954 | $1.2M |
| Teacher Retirement System of Texas | 0.01% | Add +67.4% | 4,934 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.07% | Add +35.8% | 4,916 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -35.4% | 4,865 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -94.0% | 4,680 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +0.5% | 4,467 | $1.1M |
| SummitTX Capital, L.P. | 0.04% | Add +263.7% | 4,430 | $1.1M |
| Financial Strategies Group, Inc. | 0.18% | Add +26.8% | 3,911 | $1.1M |
| Vise Technologies, Inc. | 0.02% | No change | 3,197 | $1.1M |
| Redwood Investment Management, LLC | 0.13% | Add +26.0% | 4,164 | $1.0M |
| Daiwa Securities Group Inc. | 0.00% | Reduce -3.9% | 4,090 | $1.0M |
| PEAK6 LLC | 0.03% | Add +132866.7% | 3,989 | $996K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.9% | 3,954 | $987K |
| Waverly Advisors, LLC | 0.01% | Reduce -0.8% | 3,843 | $960K |
| Independent Advisor Alliance | 0.01% | Reduce -23.9% | 3,836 | $958K |
| Victory Capital Management Inc. | 0.00% | Add +2.7% | 3,742 | $934K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.6% | 3,489 | $871K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.2% | 3,407 | $851K |
| Xponance LLC | 0.01% | Add +15.5% | 3,406 | $851K |
| Caxton Associates LLP | 0.02% | New | 3,340 | $834K |
| Tidal Investments LLC | 0.00% | Add +4.5% | 3,331 | $832K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +1.0% | 3,329 | $831K |
| DRW Securities, LLC | 0.04% | Add +344.7% | 3,273 | $817K |
| Visionary Horizons, LLC | 0.39% | Add +1.6% | 3,176 | $793K |
| Aristides Capital LLC | 0.26% | Add +14.0% | 3,086 | $771K |
| Fulton Bank, N.A. | 0.03% | Reduce -12.4% | 3,036 | $758K |
| New York Life Investment Management LLC | 0.01% | Add +30.4% | 3,016 | $753K |
| Ruane, Cunniff & Goldfarb L.P. | 0.01% | Reduce -2.0% | 2,988 | $746K |
| Deutsche Bank AG | 0.00% | Add +3.3% | 2,944 | $735K |
| Inceptionr LLC | 0.17% | Add +90.2% | 2,904 | $725K |
| Bank of Montreal | 0.00% | Add +15.8% | 2,895 | $723K |
| Pacer Advisors, Inc. | 0.00% | Add +1.1% | 2,880 | $719K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -41.8% | 2,878 | $719K |
| Pathstone Holdings, LLC | 0.00% | Reduce -13.6% | 2,833 | $707K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,782 | $695K |
| Inspire Investing, LLC | 0.04% | Add +707.1% | 2,744 | $685K |
| Inspire Advisors, LLC | 0.06% | Reduce -2.2% | 2,708 | $676K |
| Dynamic Technology Lab Private Ltd | 0.11% | Add +133.0% | 2,684 | $670K |
| Miller Value Partners | 0.17% | New | 2,654 | $663K |
| Corient Private Wealth LP | 0.00% | Add +13.1% | 2,659 | $655K |
| Blueshift Asset Management, LLC | 0.19% | Add +263.9% | 2,533 | $633K |
| Quadrant Capital Group LLC | 0.02% | Reduce -2.4% | 2,498 | $624K |
| State of Alaska, Department of Revenue | 0.01% | Add +1.0% | 2,432 | $607K |
| Camelot Portfolios, LLC | 0.46% | Reduce -4.9% | 2,425 | $606K |
| Brookstone Capital Management | 0.01% | New | 2,420 | $604K |
| Twinbeech Capital LP | 0.06% | New | 2,400 | $599K |
| Bridgefront Capital, LLC | 0.15% | Add +29.9% | 2,399 | $599K |
| Mayport, LLC | 0.11% | New | 2,377 | $594K |
| Assetmark, Inc. | 0.00% | Reduce -4.0% | 2,308 | $576K |
| Credit Agricole S A | 0.00% | New | 2,300 | $574K |
| Talon Private Wealth, LLC | 0.08% | — | 2,290 | $572K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -12.1% | 2,273 | $568K |
| AlphaGrep UK Ltd | 0.17% | Add +252.1% | 2,264 | $565K |
| Advisor Resource Council | 0.22% | Reduce -1.8% | 2,183 | $545K |
| Vestcor Inc | 0.01% | No change | 2,157 | $539K |
| Legato Capital Management LLC | 0.05% | No change | 2,117 | $529K |
| Yorktown Management & Research Co Inc | 0.44% | No change | 2,100 | $524K |
| IFP Advisors, Inc | 0.01% | Reduce -1.8% | 2,096 | $523K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +10.1% | 2,088 | $521K |
| Brooklyn Investment Group | 0.02% | Add +161.5% | 2,058 | $514K |
| QRG Capital Management, Inc. | 0.01% | Reduce -28.8% | 2,056 | $514K |
| Range Rock Capital, LLC | 1.08% | Reduce -94.0% | 2,019 | $504K |
| Verition Fund Management LLC | 0.01% | Reduce -78.3% | 2,008 | $501K |
| SG Americas Securities, LLC | 0.00% | Reduce -76.6% | 1,977 | $494K |
| M&T Bank Corp | 0.00% | Reduce -1.4% | 1,934 | $482K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -68.2% | 1,860 | $464K |
| Freestone Grove Partners LP | 0.00% | New | 1,811 | $452K |
| Shay Capital LLC | 0.06% | Add +7.6% | 1,775 | $443K |
| Securian Asset Management, Inc. | 0.02% | No change | 1,768 | $442K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | No change | 1,750 | $437K |
| Qsemble Capital Management, LP | 0.03% | Add +32.3% | 1,746 | $436K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -43.8% | 1,717 | $429K |
| Hantz Financial Services, Inc. | 0.01% | Add +310.4% | 1,662 | $415K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.7% | 1,658 | $414K |
| R Squared Ltd | 0.23% | Add +133.6% | 1,649 | $412K |
| Mount Lucas Management LP | 0.15% | Add +4.9% | 1,636 | $409K |
| Rockefeller Capital Management L.P. | 0.00% | Add +367.1% | 1,574 | $393K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -94.3% | 1,542 | $385K |
| Millennium Management | 0.00% | Reduce -98.8% | 1,525 | $381K |
| Smith, Moore & Co. | 0.03% | Reduce -34.7% | 1,495 | $373K |
| Jane Street Group, LLC | 0.00% | Reduce -98.3% | 1,475 | $368K |
| DNB Asset Management AS | 0.00% | New | 1,471 | $367K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -71.3% | 1,451 | $362K |
| Captrust Financial Advisors | 0.00% | Reduce -8.5% | 1,448 | $362K |
| Prudential Financial Inc. | 0.00% | Reduce -14.6% | 1,438 | $359K |
| Atria Investments, Inc | 0.00% | Reduce -22.1% | 1,430 | $357K |
| Federated Hermes, Inc. | 0.00% | Reduce -27.3% | 1,418 | $354K |
| Sagewood Asset Management LP | 0.11% | Add +75.2% | 1,414 | $353K |
| Swiss Life Asset Management Ltd | 0.00% | Add +5.1% | 1,399 | $349K |
| Whalen Wealth Management Inc. | 0.18% | Reduce -3.5% | 1,366 | $341K |
| Centiva Capital, LP | 0.02% | New | 1,363 | $340K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,353 | $338K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 1,343 | $335K |
| US Bancorp \de | 0.00% | Reduce -14.3% | 1,329 | $332K |
| HighTower Advisors, LLC | 0.00% | Reduce -17.5% | 1,327 | $332K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -10.3% | 1,296 | $324K |
| Clear Creek Financial Management, LLC | 0.02% | Add +14.7% | 1,281 | $320K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.4% | 1,272 | $318K |
| Utah Retirement Systems | 0.00% | Reduce -69.6% | 1,264 | $316K |
| Axq Capital, LP | 0.04% | New | 1,237 | $309K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,225 | $306K |
| Caitlin John, LLC | 0.18% | Add +18.8% | 1,224 | $306K |
| MML Investors Services, LLC | 0.00% | Reduce -25.7% | 1,212 | $303K |
| Gsa Capital Partners LLP | 0.02% | New | 1,210 | $302K |
| Abacus Wealth Partners, LLC | 0.03% | Reduce -2.8% | 1,206 | $301K |
| Crumly & Associates Inc. | 0.06% | Add +54.2% | 1,203 | $300K |
| Values First Advisors, Inc. | 0.16% | Add +17.6% | 1,201 | $300K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 1,130 | $282K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -31.1% | 1,114 | $281K |
| PCB Capital LLC | 0.44% | Add +1.9% | 1,114 | $278K |
| Novem Group | 0.03% | Reduce -20.8% | 1,103 | $275K |
| Guggenheim Capital LLC | 0.00% | Add +0.3% | 1,094 | $273K |
| Factorial Partners, LLC | 0.20% | No change | 1,080 | $270K |
| CenterBook Partners LP | 0.01% | Reduce -32.2% | 1,059 | $264K |
| Arwa LLC | 0.13% | Reduce -31.9% | 958 | $255K |
| Vident Advisory, LLC | 0.00% | Add +0.2% | 1,021 | $255K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +3.8% | 984 | $246K |
| OneAscent Investment Solutions LLC | 0.24% | Reduce -1.3% | 977 | $244K |
| nVerses Capital, LLC | 0.22% | New | 961 | $240K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -40.2% | 939 | $234K |
| Adkins Seale Capital Management LLC | 0.23% | Add +56.5% | 933 | $233K |
| Denali Advisors LLC | 0.03% | Add +1.1% | 913 | $228K |
| Haverford Trust Co | 0.00% | No change | 892 | $223K |
| Covestor Ltd | 0.15% | Add +2485.3% | 879 | $219K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.4% | 873 | $218K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.1% | 858 | $214K |
| Private Advisor Group, LLC | 0.00% | Add +1.8% | 853 | $213K |
| Aster Capital Management (DIFC) Ltd | 0.07% | New | 711 | $209K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -30.9% | 820 | $205K |
| Nicolet Bankshares Inc. | 0.01% | New | 813 | $204K |
| Clark Financial Services Group Inc. | 0.11% | Add +5.0% | 813 | $203K |
| Evergreen Capital Management LLC | 0.00% | Reduce -42.1% | 812 | $203K |
| Panagora Asset Management Inc. | 0.00% | Add +4.0% | 809 | $202K |
| CIBC Asset Management Inc | 0.00% | No change | 802 | $200K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.6% | 729 | $182K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +73.5% | 720 | $180K |
| KBC Group NV | 0.00% | No change | 716 | $179K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -24.7% | 622 | $155K |
| STRS Ohio | 0.00% | Reduce -0.2% | 570 | $142K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +33.0% | 532 | $133K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +14.0% | 424 | $105K |
| Cwm, LLC | 0.00% | Reduce -43.0% | 352 | $88K |
| Kelleher Financial Advisors | 0.02% | No change | 350 | $87K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.7% | 287 | $72K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -21.0% | 259 | $65K |
| AlphaCentric Advisors LLC | 0.06% | Add +7.0% | 258 | $64K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.5% | 257 | $64K |
| Mather Group, Llc. | 0.00% | New | 245 | $61K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -12.7% | 241 | $60K |
| Quarry LP | 0.01% | Add +96.3% | 214 | $53K |
| Steph & Co. | 0.01% | Reduce -33.5% | 210 | $52K |
| Deseret Mutual Benefit Administrators | 0.02% | Add +84.0% | 195 | $49K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 182 | $45K |
| Signaturefd, LLC | 0.00% | Add +10.4% | 181 | $45K |
| Bessemer Group Inc. | 0.00% | Add +68.0% | 173 | $43K |
| UMB Bank, n.a. | 0.00% | Reduce -50.0% | 156 | $39K |
| Parkside Financial Bank & Trust | 0.00% | Add +18.2% | 143 | $36K |
| Penserra Capital Management LLC | 0.00% | Add +2.2% | 139 | $34K |
| GAMMA Investing LLC | 0.00% | Reduce -67.5% | 131 | $33K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -3.8% | 128 | $32K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -25.3% | 124 | $31K |
| Los Angeles Capital Management LLC | 0.00% | No change | 121 | $30K |
| Blue Trust, Inc. | 0.00% | Reduce -19.7% | 118 | $29K |
| Allworth Financial LP | 0.00% | No change | 116 | $29K |
| Parallel Advisors, LLC | 0.00% | Reduce -28.9% | 111 | $28K |
| Addison Advisors LLC | 0.01% | No change | 102 | $25K |
| V-Square Quantitative Management LLC | 0.00% | No change | 102 | $25K |
| Altshuler Shaham Ltd | 0.00% | Add +37.8% | 102 | $25K |
| Huntington National Bank | 0.00% | Reduce -2.1% | 92 | $23K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -12.8% | 82 | $20K |
| MAI Capital Management | 0.00% | Reduce -65.0% | 79 | $20K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 77 | $19K |
| Root Financial Partners, LLC | 0.00% | Reduce -28.7% | 77 | $19K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +5.7% | 74 | $18K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 68 | $17K |
| NewEdge Advisors, LLC | 0.00% | No change | 65 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Add +77.1% | 62 | $16K |
| Ameriflex Group, Inc. | 0.01% | New | 54 | $13K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 54 | $13K |
| Security National Bank | 0.00% | No change | 50 | $12K |
| CVA Family Office, LLC | 0.00% | New | 47 | $12K |
| Hara Capital LLC | 0.01% | New | 40 | $10K |
| Danske Bank A/S | 0.00% | Reduce -86.7% | 40 | $10K |
| Tacita Capital Inc | 0.01% | New | 39 | $10K |
| Community Financial Services Group, LLC | 0.00% | New | 38 | $10K |
| Advisory Services Network, LLC | 0.00% | New | 35 | $9K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 30 | $7K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -51.6% | 30 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -52.5% | 28 | $7K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -10.0% | 27 | $7K |
| LRI Investments, LLC | 0.00% | New | 24 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 23 | $6K |
| Torren Management, LLC | 0.00% | Reduce -92.4% | 22 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | Add +340.0% | 22 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 21 | $5K |
| Bogart Wealth, LLC | 0.00% | New | 21 | $5K |
| Smithfield Trust Co | 0.00% | No change | 21 | $5K |
| Curat Global, LLC | 0.00% | No change | 20 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +17.6% | 20 | $5K |
| Vanguard National Trust Co | 0.00% | — | 20 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 19 | $5K |
| SBI Securities Co., Ltd. | 0.00% | No change | 18 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -26.1% | 17 | $4K |
| Cetera Trust Company, N.A | 0.00% | No change | 15 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 15 | $4K |
| Basepoint Wealth LLC | 0.00% | No change | 14 | $4K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -77.8% | 14 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 14 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 11 | $3K |
| Sachetta, LLC | 0.00% | Add +140.0% | 12 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 11 | $3K |
| J.Safra Asset Management Corp | 0.00% | Add +83.3% | 11 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 11 | $3K |
| First Community Trust NA | 0.00% | No change | 10 | $2K |
| Zions Bancorporation, National Association | 0.00% | Add +400.0% | 10 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | Add +12.5% | 9 | $2K |
| Manchester Capital Management LLC | 0.00% | Add +28.6% | 9 | $2K |
| Union Savings Bank | 0.00% | No change | 9 | $2K |
| Versant Capital Management, Inc | 0.00% | Reduce -71.9% | 9 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 8 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 7 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +133.3% | 7 | $2K |
| Cromwell Holdings LLC | 0.00% | No change | 6 | $1K |
| Westside Investment Management, Inc. | 0.00% | No change | 6 | $1K |
| Rossby Financial, LCC | 0.00% | Add +150.0% | 5 | $1K |
| Valued Wealth Advisors LLC | 0.00% | Add +150.0% | 5 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -91.7% | 5 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 5 | $1K |
| Clearstead Advisors, LLC | 0.00% | Reduce -94.6% | 5 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 7 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 4 | $999 |
| Larson Financial Group LLC | 0.00% | Reduce -42.9% | 4 | $999 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +33.3% | 4 | $998 |
| TD Capital Management LLC | 0.00% | No change | 3 | $757 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $750 |
| HFM Investment Advisors, LLC | 0.00% | Add +50.0% | 3 | $749 |
| Raffa Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $749 |
| CoreCap Advisors, LLC | 0.00% | No change | 3 | $749 |
| Quaker Wealth Management, LLC | 0.00% | New | 2 | $500 |
| Private Wealth Management Group, LLC | 0.00% | No change | 2 | $500 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -50.0% | 2 | $500 |
| Cornerstone Financial Management LLC | 0.00% | No change | 2 | $499 |
| Lodestone Wealth Management LLC | 0.00% | No change | 2 | $499 |
| Rakuten Securities, Inc. | 0.00% | No change | 2 | $499 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $499 |
| Creative Financial Designs Inc. | 0.00% | No change | 2 | $499 |
| TopTier Wealth Management, LLC | 0.00% | New | 1 | $250 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 1 | $250 |
| American Capital Advisory, LLC | 0.00% | New | 1 | $250 |
| Principia Wealth Advisory, LLC | 0.00% | New | 1 | $250 |
| Curio Wealth, LLC | 0.00% | New | 1 | $250 |
| Signature Equity Partners, LLC | 0.00% | No change | 1 | $250 |
| Harbour Investments, Inc. | 0.00% | No change | 1 | $250 |
| SHP Wealth Management | 0.00% | New | 1 | $250 |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -95.2% | 1 | $249 |
| Avion Wealth | 0.00% | Add +100.0% | 4 | $0 |
"% of holder's portfolio" is LAD's weight in each manager's 13F, not the share of Lithia Motors Inc. the manager owns.