Skip to content
Disclosery

LAD LITHIA MTRS INC

Follow

Stock (common), issuer CIK 1023128

429 managers (442 13F filers) reported a position in LAD shares at 2024-12-31, 28,011,773 shares in all. 67 filers opened a position and 49 filers sold out during the quarter.

Managers
429
13F filers
442
New
67
Added
127
Reduced
161
Sold out
49
Shares held by filers
28,011,773

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NISA INVESTMENT ADVISORS, LLC2,770$990K<0.01%+2,53413F-HRTimeline
Ruane, Cunniff & Goldfarb L.P.2,716$971K0.02%-1213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,648$946K<0.01%-3913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,607$932K0.01%-1,32013F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …2,578$921K0.01%+6513F-HRTimelineGroup
Teza Capital Management LLC2,578$921K0.14%new13F-HRTimeline
Camelot Portfolios, LLC2,571$919K0.99%-2013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,528$904K<0.01%+90813F-HR/ATimelineGroup
Peak Retirement Planning, Inc.2,435$874K0.59%13F-HRTimeline
Federation des caisses Desjardins du Qu…2,427$867K<0.01%-4813F-HRTimeline
Cambridge Investment Research Advisors,…2,386$853K<0.01%-55513F-HRTimeline
Bristlecone Advisors, LLC2,384$852K0.07%+1913F-HRTimeline
Dynamic Technology Lab Private Ltd2,369$847K0.14%new13F-HRTimeline
FORA Capital, LLC2,332$834K0.1%+28213F-HRTimeline
HighTower Advisors, LLC2,330$833K<0.01%+1,05513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,321$830K<0.01%013F-HRTimelineGroup
Crossmark Global Holdings, Inc.2,312$826K0.02%-16013F-HRTimeline
Gotham Asset Management, LLC2,269$811K0.01%-4,22713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,257$807K<0.01%+5113F-HRTimelineGroup
IFP Advisors, Inc2,206$791K0.03%-74413F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.2,203$787K<0.01%-4213F-HRTimelineGroup
Vestcor Inc2,157$771K0.03%new13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,053$762K<0.01%-50113F-HRTimelineGroup
Yorktown Management & Research Co Inc2,100$751K0.72%013F-HRTimeline
Values First Advisors, Inc.2,092$748K0.41%-19813F-HRTimeline
Quantinno Capital Management LP2,088$746K0.01%+1,00413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,003$716K0.06%new13F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC1,979$707K0.02%-10013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,919$686K0.01%-15213F-HRTimeline
FourThought Financial Partners, LLC1,907$682K0.07%-4613F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE1,890$676K<0.01%new13F-HRTimelineGroup
WINNACLE WEALTH LLC2,068$671K0.67%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,857$664K0.02%+40413F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO1,792$641K0.03%-313F-HRTimeline
Creative Planningin group Creative Planning1,753$627K<0.01%+9613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,730$618K<0.01%+16513F-HR/ATimelineGroup
Rafferty Asset Management, LLC1,698$607K<0.01%-45313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,636$585K<0.01%-27513F-HRTimelineGroup
Financial Strategies Group, Inc.1,704$582K0.14%+7313F-HRTimeline
&PARTNERS1,644$572K0.01%+59513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,600$572K<0.01%-35013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,588$568K0.01%-1,47113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,580$565K<0.01%+36913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,579$564K<0.01%+713F-HRTimelineGroup
Sterling Capital Management LLC1,558$557K0.01%+52513F-HRTimeline
Mariner, LLCin group Mariner, LLC1,475$527K<0.01%+4213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,456$520K<0.01%+21913F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC1,434$513K0.04%-3613F-HR/ATimeline
OCCUDO QUANTITATIVE STRATEGIES LP1,420$508K0.09%-2,31613F-HRTimeline
WEXFORD CAPITAL LP1,407$503K0.13%-19013F-HRTimeline
BAILARD, INC.1,402$501K0.01%new13F-HRTimeline
Maryland State Retirement & Pension Sys…1,399$500K0.01%-14013F-HRTimeline
Orion Porfolio Solutions, LLC1,376$492K<0.01%+2513F-HRTimeline
Orion Portfolio Solutions, LLC1,376$492K<0.01%+2513F-HRTimeline
DIVERSIFIED TRUST CO1,345$481K0.01%+213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,310$468K<0.01%-613F-HRTimelineGroup
AdvisorShares Investments LLC1,300$465K0.09%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd1,291$461K0.18%new13F-HRTimeline
ProShare Advisors LLC1,245$445K<0.01%+7913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,209$432K<0.01%-16213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,198$428K<0.01%-16813F-HRTimeline
BURNEY CO/1,193$426K0.02%-54013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding1,191$426K-18Timeline
EntryPoint Capital, LLC1,180$422K0.18%-11513F-HRTimeline
D.A. DAVIDSON & CO.1,154$413K<0.01%-22913F-HRTimeline
ISTHMUS PARTNERS, LLC1,147$410K0.05%+5013F-HRTimeline
Venturi Wealth Management, LLC1,139$407K0.02%+29113F-HRTimeline
Farringdon Capital, Ltd.1,125$402K0.17%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,124$401K<0.01%-5113F-HRTimelineGroup
Quantitative Investment Management, LLC1,095$391K0.03%-2,14913F-HRTimeline
Bayforest Capital Ltd1,092$390K0.49%13F-HRTimeline
Factorial Partners, LLC1,080$386K0.22%-20013F-HRTimeline
CONNORS INVESTOR SERVICES INC1,055$377K0.04%013F-HRTimeline
KBC Group NVin group KBC Group NV1,051$376K<0.01%+27513F-HRTimelineGroup
SG Americas Securities, LLC1,026$367K<0.01%-1,79813F-HRTimeline
MML INVESTORS SERVICES, LLC1,017$364K<0.01%+6713F-HRTimeline
SHELTON CAPITAL MANAGEMENT1,009$361K0.01%-6613F-HRTimeline
Malaga Cove Capital, LLC1,001$358K0.14%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,000$357K<0.01%-3913F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC985$352K0.02%new13F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding980$350K-522Timeline
COMMERCE BANKin group COMMERCE BANK952$340K<0.01%+31013F-HRTimelineGroup
WOLVERINE TRADING, LLC928$331K0.01%+22713F-HRTimeline
Ethic Inc.922$330K0.01%-2513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC921$329K<0.01%-3613F-HRTimelineGroup
Haverford Trust Co912$326K<0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC894$319K<0.01%-1,24013F-HRTimelineGroup
Ethos Financial Group, LLC892$319K0.04%+1213F-HRTimeline
TOWNSQUARE CAPITAL LLC887$317K<0.01%new13F-HRTimeline
Lombard Odier Asset Management (USA) Co…880$315K0.12%new13F-HRTimeline
Metis Global Partners, LLC865$309K0.01%-11013F-HRTimeline
CIBC Asset Management Inc863$308K<0.01%+4213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…844$302K<0.01%+6413F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC866$300K<0.01%-15513F-HRTimelineGroup
Sage Investment Counsel LLC835$298K0.39%13F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP815$291K0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
COMMONWEALTH EQUITY SERVICES, LLC810$290K<0.01%-6713F-HRTimeline
Scientech Research LLC796$285K0.08%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC780$279K<0.01%+3213F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC778$278K<0.01%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO767$274K0.01%+9913F-HRTimeline
Vise Technologies, Inc.758$271K0.02%new13F-HRTimeline
INNEALTA CAPITAL, LLC731$261K0.13%-29313F-HRTimeline
Hennion & Walsh Asset Management, Inc.730$261K0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC700$250K<0.01%+3713F-HRTimelineGroup
SVB WEALTH LLC698$249K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP697$249K<0.01%+14513F-HRTimelineGroup
Whalen Wealth Management Inc.693$248K0.17%new13F-HRTimeline
Empowered Funds, LLC692$247K<0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…689$246K<0.01%-713F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC674$241K<0.01%-413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC663$237K0.01%-3213F-HRTimeline
BLAIR WILLIAM & CO/IL661$236K<0.01%013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co650$232K0.01%-813F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC650$232K0.02%new13F-HRTimeline
Corton Capital Inc.634$227K0.13%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.628$224K<0.01%+43013F-HRTimelineGroup
Moody Aldrich Partners LLC625$223K0.04%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC623$223K<0.01%new13F-HRTimelineGroup
PROFUND ADVISORS LLC610$218K0.01%-6713F-HRTimeline
Blueshift Asset Management, LLC608$217K0.08%new13F-HRTimeline
TRUST POINT INC.606$217K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/601$215K<0.01%-3013F-HRTimelineGroup
SAGE RHINO CAPITAL LLC594$212K0.05%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.589$211K0.01%new13F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC580$207K0.01%new13F-HRTimeline
Compound Planning, Inc.566$202K0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP564$202K<0.01%new13F-HR/ATimelineGroup
Point72 Asia (Singapore) Pte. Ltd.553$197K0.05%-1,42813F-HRTimeline
Wilmington Savings Fund Society, FSB550$197K<0.01%-13313F-HRTimeline
Point72 (DIFC) Ltd508$182K0.02%-1,21613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…501$179K0.01%+9213F-HRTimelineGroup
SIMPLEX TRADING, LLC410$146K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC400$143K0.01%+1913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.305$109K0.06%13F-HRTimeline
MATHER GROUP, LLC.288$103K<0.01%013F-HRTimeline
SIGNATUREFD, LLC250$89.4K<0.01%+113F-HRTimeline
Rise Advisors, LLC192$68.5K0.03%+113F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.182$65.1K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC175$62.6K<0.01%013F-HRTimeline
Hemington Wealth Management176$62K0.02%+1013F-HRTimeline
GAMMA Investing LLC167$59.7K0.01%+3913F-HRTimeline
CWM, LLCin group CWM, LLC163$58K<0.01%013F-HRTimelineGroup
Rakuten Securities, Inc.152$54.3K0.02%+14213F-HRTimeline
Blue Trust, Inc.147$52.5K<0.01%-5313F-HR/ATimeline
V-Square Quantitative Management LLC146$52.2K0.01%+3713F-HRTimeline
JFS WEALTH ADVISORS, LLC124$44.4K<0.01%+113F-HRTimeline
UMB Bank, n.a.124$44.3K<0.01%+5113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Penserra Capital Management LLCin group Penserra Capital Management L…121$43K<0.01%-513F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK104$37.2K<0.01%-313F-HRTimelineGroup
Addison Advisors LLC100$35.7K0.01%013F-HRTimeline
SBI Securities Co., Ltd.98$35K<0.01%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.94$33.6K<0.01%new13F-HRTimeline
Parallel Advisors, LLC93$33.2K<0.01%+4713F-HRTimeline
LGT Financial Advisors LLC92$32.9K0.07%013F-HRTimeline
Smartleaf Asset Management LLC91$32.5K<0.01%+1613F-HRTimeline
Deseret Mutual Benefit Administrators85$30.4K0.01%+1813F-HRTimeline
Global X Japan Co., Ltd.84$30K<0.01%+413F-HRTimeline
Allworth Financial LP86$29.7K<0.01%-1613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC83$29K<0.01%+2013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC77$27.5K<0.01%013F-HRTimeline
Lindbrook Capital, LLC66$23.6K<0.01%+313F-HRTimeline
NewEdge Advisors, LLC66$23.5K<0.01%013F-HRTimeline
Riverview Trust Co60$21.4K0.02%013F-HRTimeline
Kathleen S. Wright Associates Inc.54$19.3K0.01%013F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding54$18.8K-325Timeline
Security National Bank50$17.9K<0.01%013F-HRTimeline
West Branch Capital LLC45$16.1K0.01%013F-HRTimeline
MAI Capital Management43$15.4K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC40$14.3K<0.01%013F-HRTimeline
Talon Private Wealth, LLC35$12.6K<0.01%013F-HR/ATimeline
Global Retirement Partners, LLC35$12.5K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.35$12.5K<0.01%013F-HRTimeline
CENTRAL TRUST Co34$12.2K<0.01%new13F-HRTimeline
Covestor Ltd30$11K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB30$10.7K<0.01%+513F-HRTimeline
R Squared Ltd30$10.7K0.01%13F-HRTimeline
Retirement Wealth Solutions LLC31$10.6K0.01%13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.28$10.5K0.01%new13F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.28$10K<0.01%new13F-HRTimelineGroup
SIERRA OCEAN, LLC27$9.65K0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT25$8.94K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc24$8.58K<0.01%-213F-HRTimeline
HighMark Wealth Management LLC23$8.22K<0.01%+213F-HRTimeline
Cornerstone Planning Group LLC23$8.03K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC22$7.89K<0.01%+513F-HRTimeline
Amundiin group Amundi22$7.68K<0.01%new13F-HRTimelineGroup
Frazier Financial Advisors, LLC21$7.5K0.01%013F-HRTimeline
Parkside Financial Bank & Trust20$7.15K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC20$7.14K<0.01%new13F-HRTimeline
Smithfield Trust Co21$7K<0.01%013F-HRTimeline
NFSG Corp19$6.79K<0.01%new13F-HRTimeline
Brooklyn Investment Group18$6.43K<0.01%+213F-HRTimeline
Capital A Wealth Management, LLC16$5.72K0.01%13F-HRTimeline
Washington Trust Advisors, Inc.15$5.36K<0.01%013F-HRTimeline
Cetera Trust Company, N.A15$5.36K<0.01%013F-HRTimeline
Arax Advisory Partners14$5.01K<0.01%013F-HRTimeline
Key Financial Inc14$5K<0.01%new13F-HRTimeline
High Note Wealth, LLC14$5K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC12$4.29K<0.01%013F-HRTimeline