- Type / Class
- Equity / Common Stock
- Shares outstanding
- 24,179,942
- Total 13F shares
- 25,917,917
- Share change
- +1,151,254
- Total reported value
- $2,441,324,831
- Put/Call ratio
- 65%
- Price per share
- $94.23
- Number of holders
- 210
- Value change
- +$115,070,729
- Number of buys
- 120
- Number of sells
- 92
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?
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- 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.
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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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
|
Company |
12%
|
2,901,382
|
$248,504,000 | — | 31 Mar 2017 | |
| VANGUARD GROUP INC |
13F
|
Company |
8.4%
|
2,040,301
|
$174,751,000 | — | 31 Mar 2017 | |
| Bank of New York Mellon Corp |
13F
|
Company |
6.5%
|
1,568,160
|
$134,314,000 | — | 31 Mar 2017 | |
| Neuberger Berman Group LLC |
13F
|
Company |
6.1%
|
1,466,628
|
$125,617,000 | — | 31 Mar 2017 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
4.9%
|
1,175,507
|
$100,682,000 | — | 31 Mar 2017 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.8%
|
922,561
|
$79,019,000 | — | 31 Mar 2017 | |
| Park West Asset Management LLC |
13F
|
Company |
3.4%
|
828,214
|
$70,937,000 | — | 31 Mar 2017 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
3%
|
736,107
|
$63,048,000 | — | 31 Mar 2017 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
2.8%
|
683,803
|
$58,568,000 | — | 31 Mar 2017 | |
| GW&K Investment Management, LLC |
13F
|
Company |
2.6%
|
622,878
|
$53,350,000 | — | 31 Mar 2017 | |
| STATE STREET CORP |
13F
|
Company |
2.5%
|
614,845
|
$52,662,000 | — | 31 Mar 2017 | |
| LAKEWOOD CAPITAL MANAGEMENT, LP |
13F
|
Company |
2.5%
|
594,169
|
$50,891,000 | — | 31 Mar 2017 | |
| VIRTUS CAPITAL ADVISERS, LLC |
13F
|
Company |
2.2%
|
531,306
|
$45,506,000 | — | 31 Mar 2017 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
1.8%
|
438,088
|
$37,522,000 | — | 31 Mar 2017 | |
| CARDINAL CAPITAL MANAGEMENT LLC /CT |
13F
|
Company |
1.7%
|
422,672
|
$36,202,000 | — | 31 Mar 2017 | |
| Channing Capital Management, LLC |
13F
|
Company |
1.7%
|
419,436
|
$35,925,000 | — | 31 Mar 2017 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
1.7%
|
410,500
|
$35,159,000 | — | 31 Mar 2017 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
1.7%
|
399,099
|
$34,183,000 | — | 31 Mar 2017 | |
| Boston Partners |
13F
|
Company |
1.6%
|
391,453
|
$33,528,000 | — | 31 Mar 2017 | |
| Fiera Capital Corp |
13F
|
Company |
1.6%
|
385,723
|
$33,038,000 | — | 31 Mar 2017 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.5%
|
355,102
|
$30,414,000 | — | 31 Mar 2017 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.4%
|
326,881
|
$27,998,000 | — | 31 Mar 2017 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.3%
|
325,801
|
$27,905,000 | — | 31 Mar 2017 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.3%
|
319,293
|
$27,347,000 | — | 31 Mar 2017 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
314,632
|
$26,949,000 | — | 31 Mar 2017 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.1%
|
275,557
|
$23,601,000 | — | 31 Mar 2017 | |
| FMR LLC |
13F
|
Company |
1%
|
243,698
|
$20,873,000 | — | 31 Mar 2017 | |
| ROTHSCHILD & CO ASSET MANAGEMENT US INC. |
13F
|
Company |
0.92%
|
222,263
|
$19,037,000 | — | 31 Mar 2017 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.77%
|
186,891
|
$16,007,000 | — | 31 Mar 2017 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.75%
|
181,644
|
$15,558,000 | — | 31 Mar 2017 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
0.74%
|
177,758
|
$15,225,000 | — | 31 Mar 2017 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.73%
|
177,318
|
$15,187,000 | — | 31 Mar 2017 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.68%
|
165,352
|
$14,163,000 | — | 31 Mar 2017 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.67%
|
162,623
|
$13,928,000 | — | 31 Mar 2017 | |
| WESTWOOD HOLDINGS GROUP INC |
13F
|
Company |
0.63%
|
153,226
|
$13,124,000 | — | 31 Mar 2017 | |
| Copeland Capital Management, LLC |
13F
|
Company |
0.55%
|
133,998
|
$12,911,000 | — | 31 Mar 2017 | |
| Capital World Investors |
13F
|
Company |
0.59%
|
143,000
|
$12,248,000 | — | 31 Mar 2017 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.57%
|
138,411
|
$11,855,000 | — | 31 Mar 2017 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. |
13F
|
Company |
0.49%
|
119,639
|
$10,247,000 | — | 31 Mar 2017 | |
| Smith, Graham & Co., Investment Advisors, LP |
13F
|
Company |
0.45%
|
107,731
|
$9,227,000 | — | 31 Mar 2017 | |
| NEW AMSTERDAM PARTNERS LLC/NY |
13F
|
Company |
0.41%
|
100,079
|
$8,572,000 | — | 31 Mar 2017 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
0.4%
|
96,114
|
$8,232,000 | — | 31 Mar 2017 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
0.38%
|
91,526
|
$7,840,000 | — | 31 Mar 2017 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.37%
|
90,435
|
$7,746,000 | — | 31 Mar 2017 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.36%
|
87,126
|
$7,463,000 | — | 31 Mar 2017 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.36%
|
86,423
|
$7,402,000 | — | 31 Mar 2017 | |
| BlueCrest Capital Management Ltd |
13F
|
Company |
0.33%
|
80,891
|
$6,928,000 | — | 31 Mar 2017 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
0.33%
|
79,029
|
$6,769,000 | — | 31 Mar 2017 | |
| MORGAN STANLEY |
13F
|
Company |
0.31%
|
74,230
|
$6,358,000 | — | 31 Mar 2017 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.3%
|
73,479
|
$6,293,000 | — | 31 Mar 2017 |
Institutional Holders of LITHIA MOTORS INC - Common Stock (LAD) as of Q2 2017
As of 30 Jun 2017,
LITHIA MOTORS INC - Common Stock (LAD) was held by
210 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,917,917 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, Bank of New York Mellon Corp, Neuberger Berman Group LLC, ALLIANCEBERNSTEIN L.P., Park West Asset Management LLC, VICTORY CAPITAL MANAGEMENT INC, DIMENSIONAL FUND ADVISORS LP, PNC Financial Services Group, Inc., and GOLDMAN SACHS GROUP INC.
This page lists
210
institutional shareholders reporting positions in this security
for the Q2 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2017 vs Q1 2017 Across Filers
Q1 2017 holders
217
Q2 2017 holders
210
Holder diff
-7
| Investor | Q1 2017 Shares | Q2 2017 Shares | Share Diff | Share Chg % | Q1 2017 Value $ | Q2 2017 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.