Skip to content
Disclosery

LAD LITHIA MTRS INC

Follow

Stock (common), issuer CIK 1023128

472 managers (482 13F filers) reported a position in LAD shares at 2025-12-31, 24,046,018 shares in all. 64 filers opened a position and 50 filers sold out during the quarter.

Managers
472
13F filers
482
New
64
Added
140
Reduced
184
Sold out
50
Shares held by filers
24,046,018

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ROTHSCHILD INVESTMENT LLC60$19.9K<0.01%+5813F-HRTimeline
MassMutual Private Wealth & Trust, FSB59$19.6K<0.01%+1213F-HRTimeline
Security National Bank50$16.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC35$11.7K<0.01%-23313F-HRTimeline
Covestor Ltd34$11K0.01%-213F-HRTimeline
Versant Capital Management, Inc32$10.6K<0.01%+1613F-HRTimeline
Retirement Wealth Solutions LLC30$9.97K0.01%013F-HRTimeline
WINNACLE WEALTH LLC26$8.66K0.01%-12113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24$7.98K<0.01%+613F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…23$7.64K<0.01%013F-HRTimelineGroup
Bell Investment Advisors, Inc23$7.64K<0.01%013F-HRTimeline
Smithfield Trust Co21$7K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC21$6.98K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.21$6.98K<0.01%13F-HRTimeline
Curat Global, LLC20$6.65K0.01%013F-HRTimeline
T. Rowe Price Investment Management, In…16$6K<0.01%013F-HR/ATimeline
SBI Securities Co., Ltd.18$5.98K<0.01%-1313F-HRTimeline
Keating Financial Advisory Services, In…18$5.98K<0.01%13F-HRTimeline
Elyxium Wealth, LLC18$5.98K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC17$5.65K<0.01%013F-HRTimeline
MidFirst Bank17$5.65K<0.01%13F-HRTimeline
CENTRAL TRUST Co15$4.99K<0.01%013F-HRTimeline
Cetera Trust Company, N.A15$4.99K<0.01%013F-HRTimeline
Bravera Wealth15$4.99K<0.01%13F-HRTimeline
Basepoint Wealth LLC14$4.72K<0.01%new13F-HRTimeline
High Note Wealth, LLC14$4.65K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC11$4K<0.01%013F-HRTimeline
Bare Financial Services, Inc12$3.99K<0.01%+713F-HRTimeline
WPG Advisers, LLC11$3.66K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors11$3.57K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC10$3.32K<0.01%-413F-HRTimeline
FIRST COMMUNITY TRUST NA10$3.32K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC10$3.32K<0.01%013F-HRTimeline
Essential Partners LLC9$2.99K<0.01%+313F-HRTimeline
UNION SAVINGS BANK9$2.99K<0.01%13F-HRTimeline
First Command Advisory Services, Inc.8$2.66K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC8$2.66K<0.01%013F-HRTimeline
Manchester Capital Management LLC7$2.33K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.7$2.33K<0.01%013F-HRTimeline
Larson Financial Group LLC7$2.33K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV7$2K<0.01%013F-HRTimeline
J.Safra Asset Management Corp6$1.99K<0.01%013F-HRTimeline
Westside Investment Management, Inc.6$1.99K<0.01%new13F-HRTimeline
Cromwell Holdings LLC6$1.99K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5$1.66K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC5$1.66K<0.01%+313F-HRTimeline
Sachetta, LLC5$1.66K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC5$1.66K<0.01%013F-HRTimeline
HM PAYSON & CO4$1.33K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC4$1.33K<0.01%-113F-HRTimeline
Quent Capital, LLC4$1.33K<0.01%new13F-HRTimeline
TD Capital Management LLC3$1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$997<0.01%+113F-HRTimelineGroup
SJS Investment Consulting Inc.3$997<0.01%013F-HRTimeline
CoreCap Advisors, LLC3$997<0.01%-7813F-HRTimeline
Bay Harbor Wealth Management, LLC3$996<0.01%+113F-HRTimeline
PEAK6 LLCin group PEAK6 LLC3$956<0.01%new13F-HR/ATimelineGroup
Valued Wealth Advisors LLC2$668<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2$665<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2$665<0.01%-413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2$665<0.01%013F-HRTimeline
TFC Financial Management, Inc.2$665<0.01%013F-HRTimeline
Lodestone Wealth Management LLC2$665<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.2$665<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC2$665<0.01%013F-HRTimeline
Rossby Financial, LCC2$665<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$665<0.01%013F-HRTimeline
Cornerstone Financial Management LLC2$665<0.01%13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.1$332<0.01%new13F-HRTimeline
Signature Equity Partners, LLC1$332<0.01%13F-HRTimeline
Estate Planners Group, LLC0$52<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth2$00%013F-HRTimelineValue filed as zero, left out of ratios.