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Disclosery

LAD LITHIA MTRS INC

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Stock (common), issuer CIK 1023128

461 managers (473 13F filers) reported a position in LAD shares at 2025-03-31, 28,904,691 shares in all. 82 filers opened a position and 54 filers sold out during the quarter.

Managers
461
13F filers
473
New
82
Added
167
Reduced
136
Sold out
54
Shares held by filers
28,904,691

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Bell Investment Advisors, Inc24$7.04K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC23$6.29K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC21$6.25K<0.01%-113F-HRTimeline
Frazier Financial Advisors, LLC21$6.17K<0.01%013F-HRTimeline
Smithfield Trust Co21$6K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$5.87K<0.01%+913F-HRTimelineGroup
Curat Global, LLC20$5.87K0.01%13F-HRTimeline
Washington Trust Advisors, Inc.19$5.58K<0.01%+413F-HRTimeline
HighMark Wealth Management LLC18$5.28K<0.01%-513F-HRTimeline
Capital A Wealth Management, LLC16$4.7K<0.01%013F-HRTimeline
Cetera Trust Company, N.A15$4.4K<0.01%013F-HRTimeline
Arax Advisory Partners14$4.12K<0.01%013F-HRTimeline
Key Financial Inc14$4.11K<0.01%013F-HRTimeline
High Note Wealth, LLC14$4.11K<0.01%013F-HRTimeline
Fortitude Family Office, LLC12$3.52K<0.01%013F-HRTimeline
WPG Advisers, LLC11$3.23K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC11$3K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.10$2.94K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors10$2.84K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc9$2.64K<0.01%013F-HRTimeline
Manchester Capital Management LLC8$2.35K<0.01%+113F-HRTimeline
Prestige Wealth Management Group LLC8$2.35K<0.01%013F-HR/ATimeline
First Command Advisory Services, Inc.8$2.35K<0.01%new13F-HRTimeline
Larson Financial Group LLC8$2.35K<0.01%+513F-HRTimeline
NFSG Corp7$2.06K<0.01%-1213F-HRTimeline
Clearstead Advisors, LLC7$2.06K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.7$2.06K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC7$2.05K<0.01%+113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV7$2K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.6$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SJS Investment Consulting Inc.5$1.47K<0.01%-113F-HRTimeline
Bare Financial Services, Inc5$1.47K<0.01%new13F-HRTimeline
Sachetta, LLC5$1.47K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC5$1.47K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC4$1.18K<0.01%013F-HRTimeline
Global Financial Private Client, LLC4$1.17K<0.01%+213F-HRTimeline
Horizon Investments, LLC4$1.17K<0.01%new13F-HRTimeline
TD Capital Management LLC3$883<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3$881<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2$608<0.01%new13F-HRTimeline
Hughes Financial Services, LLC2$594<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2$588<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC2$588<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC2$588<0.01%013F-HRTimeline
Private Wealth Management Group, LLC2$588<0.01%013F-HRTimeline
American Capital Advisory, LLC2$588<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC2$588<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2$587<0.01%new13F-HRTimeline
CVA Family Office, LLC2$587<0.01%new13F-HRTimeline
Cromwell Holdings LLC2$587<0.01%new13F-HRTimeline
Binnacle Investments Inc2$587<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1$294<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$294<0.01%-113F-HRTimeline
Greenline Partners, LLC1$294<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$294<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$294<0.01%013F-HRTimeline
HFM Investment Advisors, LLC1$294<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC1$293<0.01%new13F-HRTimeline
Avion Wealth2$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.