LAD Lithia Motors, Inc.
Lithia Motors, Inc. (LAD) Institutional Ownership
What the institutions did with LAD last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Only 3 managers reported a position this quarter, so the percentages above describe a very small sample.
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Sign in or subscribeLargest holders
| Manager | Shares | % of reported |
|---|---|---|
| Versant Capital Management, Inc | 186 | 84.2% |
| MassMutual Private Wealth & Trust, FSB | 26 | 11.8% |
| Planning Strategies Inc. | 9 | 4.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Versant Capital Management, Inc | Increased | 127 | 186 | +59 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 29 | 26 | -3 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.