Lithia Motors Inc (LAD) Ownership

253.61 ↓8.01 (-3.06%)
As of July 19, 2024, 3:59pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Lithia Motors Inc (LAD), owning a total of 2.8 million shares. Combined, the top 30 institutional holders of LAD own 88.72% of the company with a total of 24.3 million shares.

In the latest ownership report on March 31st 2024, the top 30 institutional holders increased their combined ownership of LAD by 40 thousand shares. 9 institutions bought 316,538 total additional shares and increased their ownership by an average of 5.17%. However 5 institutions sold 276,542 total shares and decreased their ownership by an average of 7.13%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Lithia Motors increased by a net total of 39,996 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.250%-0.499%2,809,275-14,0942024-03-31
Pamet Capital Management, LP8.725%0.000%2,391,18802024-03-31
BlackRock Inc8.654%0.827%2,371,67119,4422024-03-31
Harris Associates L.P.7.520%1.791%2,060,97336,2662024-03-31
MFN Partners Management, LP5.660%0.000%1,551,07702024-03-31
Barrow Hanley Mewhinney & Strauss LLC5.411%-3.333%1,483,026-51,1362024-03-31
State Street Corporation3.059%2.587%838,44421,1402024-03-31
Dimensional Fund Advisors, Inc.2.966%4.432%812,97734,5032024-03-31
Brave Warrior Advisors LLC2.800%-13.071%767,501-115,4072024-03-31
Canada Pension Plan Investment Board2.656%7.208%727,84948,9382024-03-31
Conifer Management, LLC2.554%0.000%700,00002024-03-31
FMR Inc2.353%20.752%644,829110,8172024-03-31
Royal London Asset Management Ltd2.303%2.298%631,03014,1762024-03-31
AllianceBernstein L.P.1.942%-5.409%532,160-30,4322024-03-31
Lyrical Asset Management LP1.941%3.379%531,89217,3852024-03-31
Geode Capital Management, LLC1.614%3.237%442,40913,8712024-03-31
Morgan Stanley - Brokerage Accounts1.552%-13.342%425,272-65,4732024-03-31
Cooperman Leon G1.518%0.000%416,08502024-03-31
Cadian Capital Management LP1.168%0.000%320,00002024-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc10.250%-0.499%2,809,275-14,0942024-03-31
Pamet Capital Management, LP8.725%0.000%2,391,18802024-03-31
BlackRock Inc8.654%0.827%2,371,67119,4422024-03-31
Harris Associates L.P.7.520%1.791%2,060,97336,2662024-03-31
MFN Partners Management, LP5.660%0.000%1,551,07702024-03-31
Barrow Hanley Mewhinney & Strauss LLC5.411%-3.333%1,483,026-51,1362024-03-31
State Street Corporation3.059%2.587%838,44421,1402024-03-31
Dimensional Fund Advisors, Inc.2.966%4.432%812,97734,5032024-03-31
Brave Warrior Advisors LLC2.800%-13.071%767,501-115,4072024-03-31
Canada Pension Plan Investment Board2.656%7.208%727,84948,9382024-03-31
Conifer Management, LLC2.554%0.000%700,00002024-03-31
FMR Inc2.353%20.752%644,829110,8172024-03-31
Royal London Asset Management Ltd2.303%2.298%631,03014,1762024-03-31
AllianceBernstein L.P.1.942%-5.409%532,160-30,4322024-03-31
Lyrical Asset Management LP1.941%3.379%531,89217,3852024-03-31
Neuberger Berman Group LLC1.864%-0.679%512,170-3,5002022-09-30
Geode Capital Management, LLC1.614%3.237%442,40913,8712024-03-31
Morgan Stanley - Brokerage Accounts1.552%-13.342%425,272-65,4732024-03-31
Cooperman Leon G1.518%0.000%416,08502024-03-31
Southpoint Capital Advisors LP1.463%-50.309%400,000-404,9742022-06-30
GW&K Investment Management, LLC1.397%-4.588%382,730-18,4042023-12-31
NORGES BANK1.374%18.257%376,50658,1262023-12-31
SRS Investment Management, LLC1.317%0.000%362,36702023-09-30
Cardinal Capital Management Llc1.289%-7.348%354,344-28,1012023-03-31
Frontier Capital Management CO Inc1.259%9.307%346,23829,4802023-06-30
Cadian Capital Management LP1.168%0.000%320,00002024-03-31
JPMorgan Chase & Co1.059%-3.106%289,556-9,2812022-06-30
Bank of New York Mellon Corp1.048%-8.892%286,492-27,9622022-09-30
Tensile Capital Management LLC1.024%0.000%279,91202022-09-30
Park West Asset Management LLC0.986%-41.436%269,618-190,7652022-09-30

Mutual Fund Ownership

Oakmark Select Investor is the biggest individual fund holder of Lithia Motors Inc (LAD), owning a total of 1.3 million shares. Combined, the top 30 mutual fund holders of LAD own 37.10% of the company with a total of 10.2 million shares.

In the latest ownership report on June 28th 2024, the top 30 fund holders increased their combined ownership of LAD by 1 thousand shares. 1 funds bought 1,410 total additional shares and increased their ownership by an average of 0.17%. However 1 funds sold 366 total shares and decreased their ownership by an average of 0.23%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Lithia Motors increased by a net total of 1,044 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.116%0.165%853,8651,4102024-06-28
iShares S&P Mid-Cap 400 Value ETF0.578%-0.231%158,443-3662024-06-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Oakmark Select Investor4.740%0.000%1,299,00002024-03-31
Vanguard Total Stock Mkt Idx Inv3.153%0.141%864,2241,2182024-05-31
iShares Core S&P Mid-Cap ETF3.116%0.165%853,8651,4102024-06-28
Vanguard Instl Ttl Stck Mkt Idx Tr3.075%1.431%846,24211,9422023-03-31
Vanguard Small Cap Index2.562%0.240%702,2091,6802024-05-31
Vanguard Small Cap Value Index Inv1.716%-0.044%470,182-2052024-05-31
Vanguard Institutional Extnd Mkt Idx Tr1.517%1.218%415,6225,0012024-05-31
Vanguard Extended Market Index Investor1.394%0.322%384,2171,2342023-08-31
Barrow Hanley Global Value Equity1.134%0.000%310,78802024-03-31
Harris Assoc. Oakmark Eq & Inc CIT1.081%0.000%296,30002024-03-31
Oakmark Equity And Income Investor1.081%0.000%296,30002024-03-31
Neuberger Berman Genesis Inv1.031%-0.742%281,840-2,1072022-09-30
Fidelity Value0.930%22.618%254,80047,0002024-05-31
SPDR® S&P MIDCAP 400 ETF Trust0.827%1.127%226,5892,5252024-05-31
Lyrical U.S. Value Equity - CS0.771%1.022%211,2462,1362024-03-31
DFA US Targeted Value I0.710%0.320%194,6326202024-05-31
Fidelity® Value0.665%1.104%183,1002,0002023-11-30
Cardinal Capital SMID Cap Value Equity0.632%-12.247%173,252-24,1802024-03-31
Eventide Gilead N0.624%0.000%171,07602024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.612%0.480%167,5828002024-05-31
Bridge Builder Large Cap Value0.599%0.000%164,21102024-05-31
AB Small Cap Growth A0.591%-0.763%162,647-1,2502023-09-30
Lyrical U.S. Value Equity – EQ0.592%0.691%162,2951,1132024-03-31
JHancock Small Cap Core NAV0.585%0.000%160,97802023-05-31
WEDGE QVM-Large Cap Value0.583%42.918%159,36547,8572022-09-30
Vanguard Dividend Appreciation ETF0.576%0.532%158,6388402024-02-29
iShares S&P Mid-Cap 400 Value ETF0.578%-0.231%158,443-3662024-06-28
Fidelity Extended Market Index0.569%0.288%155,9674482024-05-31
State St S&P Midcap® Indx SL Cl II0.530%1.602%145,8602,3002023-05-31
AB Discovery Growth A0.529%1.425%144,4902,0302022-11-30

Discussions

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micmic

$LAD ATH tomorrow we can do it

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145zip

$LAD Green today if ya buy

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4texin

$LAD lol who sold

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