- Type / Class
- Equity / Common Stock
- Shares outstanding
- 24,179,942
- Total 13F shares
- 25,285,470
- Share change
- -643,727
- Total reported value
- $3,040,848,730
- Put/Call ratio
- 121%
- Price per share
- $120.31
- Number of holders
- 220
- Value change
- -$65,171,332
- Number of buys
- 104
- Number of sells
- 96
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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- Latest 13F filings for newly reported positions across managers.
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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%
|
2,829,759
|
$266,647,000 | — | 30 Jun 2017 | |
| VANGUARD GROUP INC |
13F
|
Company |
8.7%
|
2,097,189
|
$197,618,000 | — | 30 Jun 2017 | |
| Bank of New York Mellon Corp |
13F
|
Company |
5.9%
|
1,437,787
|
$135,482,000 | — | 30 Jun 2017 | |
| Neuberger Berman Group LLC |
13F
|
Company |
5.8%
|
1,408,804
|
$132,752,000 | — | 30 Jun 2017 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
4.9%
|
1,187,168
|
$111,867,000 | — | 30 Jun 2017 | |
| Park West Asset Management LLC |
13F
|
Company |
4.4%
|
1,052,150
|
$99,144,000 | — | 30 Jun 2017 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
4%
|
955,783
|
$90,063,000 | — | 30 Jun 2017 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.9%
|
934,805
|
$88,086,000 | — | 30 Jun 2017 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
3%
|
729,542
|
$68,743,000 | — | 30 Jun 2017 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
3%
|
723,495
|
$68,175,000 | — | 30 Jun 2017 | |
| GW&K Investment Management, LLC |
13F
|
Company |
2.7%
|
642,021
|
$60,498,000 | — | 30 Jun 2017 | |
| STATE STREET CORP |
13F
|
Company |
2.6%
|
631,341
|
$59,494,000 | — | 30 Jun 2017 | |
| LAKEWOOD CAPITAL MANAGEMENT, LP |
13F
|
Company |
2.5%
|
594,169
|
$55,989,000 | — | 30 Jun 2017 | |
| VIRTUS CAPITAL ADVISERS, LLC |
13F
|
Company |
2.3%
|
548,597
|
$50,153,000 | — | 30 Jun 2017 | |
| Boston Partners |
13F
|
Company |
2.2%
|
531,388
|
$50,073,000 | — | 30 Jun 2017 | |
| CARDINAL CAPITAL MANAGEMENT LLC /CT |
13F
|
Company |
2%
|
492,665
|
$46,424,000 | — | 30 Jun 2017 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
1.9%
|
451,990
|
$42,591,000 | — | 30 Jun 2017 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
1.7%
|
405,177
|
$38,579,000 | — | 30 Jun 2017 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.5%
|
373,409
|
$35,187,000 | — | 30 Jun 2017 | |
| Fiera Capital Corp |
13F
|
Company |
1.5%
|
356,131
|
$33,558,000 | — | 30 Jun 2017 | |
| ABERDEEN ASSET MANAGEMENT PLC/UK |
13F
|
Company |
1.4%
|
339,917
|
$32,031,000 | — | 30 Jun 2017 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.4%
|
334,858
|
$31,553,000 | — | 30 Jun 2017 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
322,984
|
$30,436,000 | — | 30 Jun 2017 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.3%
|
312,459
|
$29,443,000 | — | 30 Jun 2017 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1%
|
241,011
|
$22,710,000 | — | 30 Jun 2017 | |
| FMR LLC |
13F
|
Company |
0.98%
|
238,040
|
$22,430,000 | — | 30 Jun 2017 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.98%
|
237,076
|
$22,340,000 | — | 30 Jun 2017 | |
| ROTHSCHILD & CO ASSET MANAGEMENT US INC. |
13F
|
Company |
0.93%
|
225,301
|
$21,230,000 | — | 30 Jun 2017 | |
| WESTWOOD HOLDINGS GROUP INC |
13F
|
Company |
0.85%
|
205,824
|
$19,394,000 | — | 30 Jun 2017 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.81%
|
194,675
|
$18,344,000 | — | 30 Jun 2017 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.77%
|
186,541
|
$17,577,000 | — | 30 Jun 2017 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.76%
|
184,084
|
$17,346,000 | — | 30 Jun 2017 | |
| MADISON INVESTMENT HOLDINGS INC |
13F
|
Company |
0.76%
|
183,473
|
$17,289,000 | — | 30 Jun 2017 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.75%
|
182,398
|
$17,187,000 | — | 30 Jun 2017 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.75%
|
181,820
|
$17,133,000 | — | 30 Jun 2017 | |
| Copeland Capital Management, LLC |
13F
|
Company |
0.67%
|
162,665
|
$15,328,000 | — | 30 Jun 2017 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.64%
|
153,995
|
$14,511,000 | — | 30 Jun 2017 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.63%
|
152,080
|
$14,331,000 | — | 30 Jun 2017 | |
| Capital World Investors |
13F
|
Company |
0.59%
|
143,000
|
$13,475,000 | — | 30 Jun 2017 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.51%
|
123,127
|
$11,602,000 | — | 30 Jun 2017 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. |
13F
|
Company |
0.49%
|
119,639
|
$11,274,000 | — | 30 Jun 2017 | |
| NEW AMSTERDAM PARTNERS LLC/NY |
13F
|
Company |
0.44%
|
107,393
|
$10,120,000 | — | 30 Jun 2017 | |
| Smith, Graham & Co., Investment Advisors, LP |
13F
|
Company |
0.42%
|
102,241
|
$9,634,000 | — | 30 Jun 2017 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.42%
|
101,232
|
$9,539,000 | — | 30 Jun 2017 | |
| OppenheimerFunds, Inc. |
13F
|
Company |
0.4%
|
97,915
|
$9,227,000 | — | 30 Jun 2017 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
0.4%
|
96,297
|
$9,074,000 | — | 30 Jun 2017 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.38%
|
92,844
|
$8,749,000 | — | 30 Jun 2017 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
0.38%
|
92,601
|
$8,726,000 | — | 30 Jun 2017 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
0.37%
|
88,940
|
$8,381,000 | — | 30 Jun 2017 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
0.36%
|
88,111
|
$8,302,000 | — | 30 Jun 2017 |
Institutional Holders of LITHIA MOTORS INC - Common Stock (LAD) as of Q3 2017
As of 30 Sep 2017,
LITHIA MOTORS INC - Common Stock (LAD) was held by
220 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,285,470 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, Neuberger Berman Group LLC, Bank of New York Mellon Corp, VICTORY CAPITAL MANAGEMENT INC, ALLIANCEBERNSTEIN L.P., DIMENSIONAL FUND ADVISORS LP, Park West Asset Management LLC, GW&K Investment Management, LLC, and PNC FINANCIAL SERVICES GROUP, INC..
This page lists
220
institutional shareholders reporting positions in this security
for the Q3 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2017 vs Q2 2017 Across Filers
Q2 2017 holders
210
Q3 2017 holders
220
Holder diff
10
| Investor | Q2 2017 Shares | Q3 2017 Shares | Share Diff | Share Chg % | Q2 2017 Value $ | Q3 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.