# LITHIA MTRS INC (LAD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LAD/

- Reporting holders: 13
- Reported value: $3.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Red Spruce Capital, LLC](https://holderbook.com/funds/1795356-red-spruce-capital-llc/) | $2.7M | 9,342 | 1.0% | 22 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $326.6K | 1,119 | 0.1% | 5 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $123.7K | 424 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $54.3K | 186 | 0.0% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $53.1K | 182 | 0.0% | 14 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $12.0K | 41 | 0.0% | 5 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $7.6K | 26 | 0.0% | 15 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $6.1K | 21 | 0.0% | 8 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $4.7K | 16 | 0.0% | 1 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $2.6K | 9 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $1.2K | 4 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $875 | 3 | 0.0% | 5 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $584 | 2 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $3.3M |
| Q2 2026 | 447 | $7.9B |
| Q1 2026 | 435 | $6.4B |
| Q4 2025 | 481 | $8.2B |
| Q3 2025 | 452 | $7.8B |
| Q2 2025 | 455 | $8.9B |
| Q1 2025 | 474 | $8.0B |
| Q4 2024 | 445 | $10.1B |
| Q3 2024 | 409 | $9.2B |
| Q2 2024 | 376 | $7.1B |
| Q1 2024 | 421 | $9.1B |
| Q4 2023 | 395 | $10.0B |