LITHIA MOTORS INC (LAD) — Institutional Holders, Q2 2026 (page 5)
447 institutional investment managers reported a LAD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $7.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 447. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LAD 13F holders ranked 401–447 of 447
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | MANNING & NAPIER ADVISORS#401 · 10 sh | 10 | $2.9K | 0.00% | New |
| 402 | FIRST COMMUNITY NA#402 · 10 sh | 10 | $2.9K | — | 0.0% |
| 403 | Crewe Advisors#403 · 10 sh | 10 | $2.9K | <0.01% | New |
| 404 | Prestige Wealth Management Group#404 · 10 sh | 10 | $2.9K | <0.01% | +11.1% |
| 405 | Manchester Capital Management#405 · 9 sh | 9 | $2.6K | — | 0.0% |
| 406 | Creative Capital Management Investments#406 · 9 sh | 9 | $2.6K | <0.01% | New |
| 407 | UNION SAVINGS BANK#407 · 9 sh | 9 | $2.6K | — | 0.0% |
| 408 | Planning Strategies#408 · 9 sh | 9 | $2.6K | — | — |
| 409 | First Command Advisory Services#409 · 8 sh | 8 | $2.3K | 0.00% | 0.0% |
| 410 | Cromwell#410 · 8 sh | 8 | $2.3K | <0.01% | +33.3% |
| 411 | DiNuzzo Private Wealth#411 · 7 sh | 7 | $2.0K | — | 0.0% |
| 412 | HFM Investment Advisors#412 · 7 sh | 7 | $2.0K | <0.01% | +133.3% |
| 413 | Rossby Financial, LCC#413 · 7 sh | 7 | $2.0K | <0.01% | +40.0% |
| 414 | James T. Borello RIA#414 · 7 sh | 7 | $2.0K | — | New |
| 415 | OGOREK ANTHONY JOSEPH /NY#415 · 7 sh | 7 | $2.0K | <0.01% | 0.0% |
| 416 | Westside Investment Management#416 · 6 sh | 6 | $1.7K | <0.01% | 0.0% |
| 417 | Bay Harbor Wealth Management#417 · 6 sh | 6 | $1.7K | <0.01% | -14.3% |
| 418 | N.E.W. Advisory Services#418 · 6 sh | 6 | $1.7K | <0.01% | New |
| 419 | Cornerstone Financial Management#419 · 6 sh | 6 | $1.7K | <0.01% | +200.0% |
| 420 | HARBOUR INVESTMENTS#420 · 6 sh | 6 | $1.7K | 0.00% | +500.0% |
| 421 | North Star Investment Management#421 · 5 sh | 5 | $1.5K | <0.01% | New |
| 422 | Transamerica Financial Advisors#422 · 5 sh | 5 | $1.5K | <0.01% | +25.0% |
| 423 | Provenance Wealth Advisors#423 · 5 sh | 5 | $1.5K | <0.01% | 0.0% |
| 424 | SJS Investment Consulting#424 · 4 sh | 4 | $1.2K | — | +33.3% |
| 425 | TD Capital Management#425 · 3 sh | 3 | $883.00 | <0.01% | 0.0% |
| 426 | SHP Wealth Management#426 · 3 sh | 3 | $871.00 | <0.01% | +200.0% |
| 427 | CoreCap Advisors#427 · 3 sh | 3 | $871.00 | — | 0.0% |
| 428 | BROWN, LISLE/CUMMINGS#428 · 2 sh | 2 | $581.00 | — | -50.0% |
| 429 | RAFFA WEALTH MANAGEMENT#429 · 2 sh | 2 | $581.00 | <0.01% | -33.3% |
| 430 | Quaker Wealth Management#430 · 2 sh | 2 | $581.00 | — | 0.0% |
| 431 | Lodestone Wealth Management#431 · 2 sh | 2 | $581.00 | — | 0.0% |
| 432 | Bare Financial Services#432 · 2 sh | 2 | $581.00 | <0.01% | New |
| 433 | Rakuten Securities#433 · 2 sh | 2 | $581.00 | <0.01% | 0.0% |
| 434 | Private Wealth Management Group#434 · 2 sh | 2 | $581.00 | — | 0.0% |
| 435 | Principia Wealth Advisory#435 · 2 sh | 2 | $581.00 | <0.01% | +100.0% |
| 436 | CREATIVE FINANCIAL DESIGNS#436 · 2 sh | 2 | $581.00 | 0.00% | 0.0% |
| 437 | Caitlin John#437 · 2 sh | 2 | $580.00 | <0.01% | -99.8% |
| 438 | DecisionPoint Financial#438 · 1 sh | 1 | $291.00 | <0.01% | New |
| 439 | American Capital Advisory#439 · 1 sh | 1 | $291.00 | <0.01% | 0.0% |
| 440 | MOTCO#440 · 1 sh | 1 | $290.00 | 0.00% | New |
| 441 | ATLAS CAPITAL ADVISORS#441 · 1 sh | 1 | $290.00 | 0.00% | 0.0% |
| 442 | Larson Financial Group#442 · 1 sh | 1 | $290.00 | 0.00% | -75.0% |
| 443 | Activest Wealth Management#443 · 1 sh | 1 | $290.00 | — | New |
| 444 | Buck Wealth Strategies#444 · 1 sh | 1 | $290.00 | 0.00% | New |
| 445 | Darwin Wealth Management#445 · 0 sh | 0 | $279.00 | <0.01% | New |
| 446 | Navigoe#446 · 2 sh | 2 | $0.00 | 0.00% | New |
| 447 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#447 · 26,834 sh | 26,834 | — | — | -5.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.