- Type / Class
- Equity / Common Stock
- Shares outstanding
- 23,306,330
- Total 13F shares
- 22,313,104
- Share change
- +769,110
- Total reported value
- $1,482,916,325
- Put/Call ratio
- 49%
- Price per share
- $66.46
- Number of holders
- 199
- Value change
- +$49,276,095
- Number of buys
- 105
- Number of sells
- 105
Quarterly Holders Quick Answers
What is CUSIP 536797103?
CUSIP 536797103 identifies LAD - LITHIA MOTORS INC - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 536797103:
Top shareholders of LAD - LITHIA MOTORS INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
5.7%
|
1,334,464
|
$92,639,000 | — | 31 Dec 2013 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
5.4%
|
1,247,024
|
$86,568,000 | — | 31 Dec 2013 | |
| BlackRock Fund Advisors |
13F
|
Company |
5.2%
|
1,217,276
|
$84,503,000 | — | 31 Dec 2013 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
3.6%
|
850,051
|
$59,011,000 | — | 31 Dec 2013 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
3.6%
|
829,751
|
$57,602,000 | — | 31 Dec 2013 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
3.4%
|
786,300
|
$54,585,000 | — | 31 Dec 2013 | |
| WADDELL & REED FINANCIAL INC |
13F
|
Company |
3.1%
|
716,260
|
$49,723,000 | — | 31 Dec 2013 | |
| Invesco Ltd. |
13F
|
Company |
3%
|
694,569
|
$48,217,000 | — | 31 Dec 2013 | |
| SUNTRUST BANKS INC |
13F
|
Company |
2.7%
|
622,540
|
$43,216,000 | — | 31 Dec 2013 | |
| STATE STREET CORP |
13F
|
Company |
2.6%
|
600,206
|
$41,669,000 | — | 31 Dec 2013 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
2.6%
|
597,401
|
$41,472,000 | — | 31 Dec 2013 | |
| SCOPUS ASSET MANAGEMENT, L.P. |
13F
|
Company |
2.2%
|
516,371
|
$35,846,000 | — | 31 Dec 2013 | |
| CLOUGH CAPITAL PARTNERS L P |
13F
|
Company |
2.1%
|
496,800
|
$34,488,000 | — | 31 Dec 2013 | |
| NEW AMSTERDAM PARTNERS LLC/NY |
13F
|
Company |
2%
|
473,556
|
$32,874,000 | — | 31 Dec 2013 | |
| OppenheimerFunds, Inc. |
13F
|
Company |
2%
|
470,320
|
$32,650,000 | — | 31 Dec 2013 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.9%
|
431,277
|
$29,939,000 | — | 31 Dec 2013 | |
| FMR LLC |
13F
|
Company |
1.8%
|
422,171
|
$29,307,000 | — | 31 Dec 2013 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
1.7%
|
398,556
|
$27,668,000 | — | 31 Dec 2013 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
1.7%
|
392,705
|
$27,262,000 | — | 31 Dec 2013 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.6%
|
366,620
|
$25,451,000 | — | 31 Dec 2013 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.5%
|
345,966
|
$24,016,000 | — | 31 Dec 2013 | |
| Channing Capital Management, LLC |
13F
|
Company |
1.4%
|
315,064
|
$21,872,000 | — | 31 Dec 2013 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
1.1%
|
250,796
|
$17,410,000 | — | 31 Dec 2013 | |
| Penn Capital Management Company, LLC |
13F
|
Company |
1.1%
|
250,646
|
$17,400,000 | — | 31 Dec 2013 | |
| Geneva Advisors, LLC |
13F
|
Company |
1%
|
240,949
|
$16,727,000 | — | 31 Dec 2013 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.9%
|
210,766
|
$14,631,000 | — | 31 Dec 2013 | |
| HENNESSY ADVISORS INC |
13F
|
Company |
0.8%
|
187,400
|
$13,009,000 | — | 31 Dec 2013 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.77%
|
180,473
|
$12,528,000 | — | 31 Dec 2013 | |
| Pier Capital, LLC |
13F
|
Company |
0.76%
|
176,098
|
$12,225,000 | — | 31 Dec 2013 | |
| Hodges Capital Management Inc. |
13F
|
Company |
0.75%
|
175,711
|
$12,198,000 | — | 31 Dec 2013 | |
| Smith, Graham & Co., Investment Advisors, LP |
13F
|
Company |
0.71%
|
164,890
|
$11,447,000 | — | 31 Dec 2013 | |
| Numeric Investors LLC |
13F
|
Company |
0.68%
|
158,900
|
$11,031,000 | — | 31 Dec 2013 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.67%
|
155,188
|
$10,773,000 | — | 31 Dec 2013 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.65%
|
152,039
|
$10,555,000 | — | 31 Dec 2013 | |
| ARBOR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.61%
|
143,067
|
$9,932,000 | — | 31 Dec 2013 | |
| LEUTHOLD GROUP, LLC |
13F
|
Company |
0.6%
|
140,812
|
$9,775,000 | — | 31 Dec 2013 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
0.6%
|
139,812
|
$9,706,000 | — | 31 Dec 2013 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.59%
|
138,513
|
$9,616,000 | — | 31 Dec 2013 | |
| Park West Asset Management LLC |
13F
|
Company |
0.58%
|
135,100
|
$9,379,000 | — | 31 Dec 2013 | |
| GLENMEDE TRUST CO NA |
13F
|
Company |
0.57%
|
132,943
|
$9,228,000 | — | 31 Dec 2013 | |
| Nationwide Fund Advisors |
13F
|
Company |
0.56%
|
131,399
|
$9,122,000 | — | 31 Dec 2013 | |
| TURNER INVESTMENTS LLC |
13F
|
Company |
0.54%
|
125,621
|
$8,721,000 | — | 31 Dec 2013 | |
| Apex Capital Management |
13F
|
Company |
0.5%
|
115,975
|
$8,051,000 | — | 31 Dec 2013 | |
| TFS CAPITAL LLC |
13F
|
Company |
0.48%
|
112,684
|
$7,823,000 | — | 31 Dec 2013 | |
| Gerstein Fisher |
13F
|
Company |
0.09%
|
20,488
|
$7,822,000 | — | 31 Dec 2013 | |
| ALYDAR PARTNERS LLC |
13F
|
Company |
0.47%
|
110,496
|
$7,671,000 | — | 31 Dec 2013 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.47%
|
108,651
|
$7,543,000 | — | 31 Dec 2013 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.46%
|
107,643
|
$7,472,000 | — | 31 Dec 2013 | |
| EMERALD ADVISERS, LLC |
13F
|
Company |
0.46%
|
106,303
|
$7,380,000 | — | 31 Dec 2013 | |
| WESTWOOD HOLDINGS GROUP INC |
13F
|
Company |
0.42%
|
98,521
|
$6,839,000 | — | 31 Dec 2013 |
Institutional Holders of LITHIA MOTORS INC - Common Stock (LAD) as of Q1 2014
As of 31 Mar 2014,
LITHIA MOTORS INC - Common Stock (LAD) was held by
199 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
22,313,104 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Fund Advisors, DIMENSIONAL FUND ADVISORS LP, WELLS FARGO & COMPANY/MN, TimesSquare Capital Management, LLC, WESTWOOD HOLDINGS GROUP INC, WADDELL & REED FINANCIAL INC, FRANKLIN RESOURCES INC, SUNTRUST BANKS INC, and Invesco Ltd..
This page lists
199
institutional shareholders reporting positions in this security
for the Q1 2014 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2014 vs Q4 2013 Across Filers
Q4 2013 holders
197
Q1 2014 holders
199
Holder diff
2
| Investor | Q4 2013 Shares | Q1 2014 Shares | Share Diff | Share Chg % | Q4 2013 Value $ | Q1 2014 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.