Titelia

Fund shareholders of Lithia Motors Inc

ISIN US5367971034 · United States · LEI SE8N1EZEHPZQBCBVKD53

Fund shareholders
398
Of which ETFs
110 288 other funds
Value held
≈ 3.6B $ 3.6B $ · 84.9K € · 19.1M SEK
Share of capital
51.0 % of 22M shares on Jul 29, 2026
FundSharesValueWeight in fundShare of capital
Oakmark Select Fund HARRIS ASSOCIATES INVESTMENT TRUST 1,309,100380.3M $4.57 %5.96 %as of Jun 30, 2026 ↗
iShares Core S&P Mid-Cap ETF iShares Trust 780,645226.8M $0.18 %3.55 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 724,144210.4M $0.01 %3.29 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 523,198152M $0.08 %2.38 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 331,31796.2M $0.14 %1.51 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 320,767123.6M $0.64 %1.46 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 310,60090.4M $0.04 %1.41 %as of May 31, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 297,211114.6M $0.46 %1.35 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 269,00078.2M $0.29 %1.22 %as of May 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 261,54576M $0.08 %1.19 %as of Jun 30, 2026 ↗
VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS 259,400100M $0.15 %1.18 %as of Jul 31, 2026 ↗
Oakmark Equity and Income Fund HARRIS ASSOCIATES INVESTMENT TRUST 246,30071.5M $1.23 %1.12 %as of Jun 30, 2026 ↗
Fidelity Value Fund Fidelity Capital Trust 223,40086.1M $0.82 %1.02 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 198,43876.5M $0.45 %0.90 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 174,47567.2M $0.46 %0.79 %as of Jul 31, 2026 ↗
VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS 141,12054.4M $0.78 %0.64 %as of Jul 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 129,03749.7M $0.04 %0.59 %as of Jul 31, 2026 ↗
Fidelity Series Value Discovery Fund Fidelity Devonshire Trust 126,50048.8M $0.27 %0.58 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 125,25148.3M $0.59 %0.57 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 124,91136.3M $0.09 %0.57 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 115,43033.5M $0.18 %0.53 %as of Jun 30, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 114,23033.2M $0.38 %0.52 %as of Jun 30, 2026 ↗
Madison Mid Cap Fund MADISON FUNDS 108,65141.9M $2.43 %0.49 %as of Jul 31, 2026 ↗
Hennessy Cornerstone Mid Cap 30 Fund Hennessy Funds Trust 106,80041.2M $3.25 %0.49 %as of Jul 31, 2026 ↗
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 94,18027.4M $1.63 %0.43 %as of May 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 92,18626.8M $0.05 %0.42 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 91,11735.1M $0.18 %0.41 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 85,89025M $0.03 %0.39 %as of May 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 85,05732.8M $0.06 %0.39 %as of Jul 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 81,26823.6M $0.04 %0.37 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 75,12429M $0.19 %0.34 %as of Jul 31, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 67,28619.6M $1.58 %0.31 %as of May 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 65,57319.1M $0.13 %0.30 %as of May 31, 2026 ↗
Franklin Small Cap Growth Fund Franklin Strategic Series 65,06225.1M $1.01 %0.30 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 58,90017.1M $2.10 %0.27 %as of Jun 30, 2026 ↗
LYRICAL U.S. VALUE EQUITY FUND Ultimus Managers Trust 55,56016.2M $1.28 %0.25 %as of May 31, 2026 ↗
WisdomTree U.S. Value Fund WisdomTree Trust 55,47516.1M $0.55 %0.25 %as of Jun 30, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 55,41521.4M $0.47 %0.25 %as of Jul 31, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 54,55421M $0.72 %0.25 %as of Jul 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 53,18120.5M $0.55 %0.24 %as of Jul 31, 2026 ↗
Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I 50,60014.7M $0.67 %0.23 %as of May 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 50,25814.6M $0.02 %0.23 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 49,96319.3M $0.04 %0.23 %as of Jul 31, 2026 ↗
Small Cap Core Fund John Hancock Investment Trust 48,95318.9M $0.97 %0.22 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 48,14914M $0.06 %0.22 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 46,09313.4M $0.01 %0.21 %as of May 31, 2026 ↗
BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. 44,42912.9M $0.33 %0.20 %as of May 29, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 44,08617M $0.04 %0.20 %as of Jul 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 43,80012.7M $0.05 %0.20 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 40,92411.9M $0.68 %0.19 %as of May 31, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 40,00015.4M $0.55 %0.18 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value Fund Fidelity Devonshire Trust 38,93115M $0.63 %0.18 %as of Jul 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 38,69911.3M $0.20 %0.18 %as of May 31, 2026 ↗
JPMorgan Small Cap Growth Fund JPMorgan Trust II 38,61111.2M $0.43 %0.18 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 38,19511.1M $0.55 %0.17 %as of Jun 30, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 37,64811M $0.30 %0.17 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 37,03410.8M $0.01 %0.17 %as of May 31, 2026 ↗
Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST 36,66710.7M $0.75 %0.17 %as of Jun 30, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 36,48910.6M $0.15 %0.17 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 35,14210.2M $0.38 %0.16 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 34,88813.4M $0.03 %0.16 %as of Jul 31, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 34,64210.1M $0.08 %0.16 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 34,52310M $0.06 %0.16 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 29,0488.4M $0.01 %0.13 %as of Jun 30, 2026 ↗
VIP Value Strategies Portfolio Variable Insurance Products Fund III 28,7008.3M $0.69 %0.13 %as of Jun 30, 2026 ↗
Fidelity Value Discovery Fund Fidelity Puritan Trust 28,60011M $0.26 %0.13 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 28,1798.2M $0.01 %0.13 %as of Jun 30, 2026 ↗
Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS 28,10010.8M $1.40 %0.13 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 26,90810.4M $0.08 %0.12 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 25,9547.5M $0.01 %0.12 %as of May 31, 2026 ↗
Select Consumer Discretionary Portfolio Fidelity Select Portfolios 25,8407.5M $0.82 %0.12 %as of May 31, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 24,7777.2M $0.64 %0.11 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 24,7717.2M $0.14 %0.11 %as of May 29, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 24,6117.1M $0.12 %0.11 %as of Jun 30, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 23,9009.2M $0.16 %0.11 %as of Jul 31, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 23,4089M $0.40 %0.11 %as of Jul 31, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 23,1616.7M $0.18 %0.11 %as of Jun 30, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 22,2308.6M $0.32 %0.10 %as of Jul 31, 2026 ↗
AMG River Road Small-Mid Cap Value Fund AMG Funds IV 20,6698M $2.32 %0.09 %as of Jul 31, 2026 ↗
VIP Value Portfolio Variable Insurance Products Fund 20,5566M $0.87 %0.09 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 20,5416M $0.42 %0.09 %as of May 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 19,6097.6M $0.05 %0.09 %as of Jul 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 19,5975.7M $0.02 %0.09 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 19,1937.4M $0.01 %0.09 %as of Jul 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 18,9115.5M $0.29 %0.09 %as of Jun 30, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 18,4895.4M $0.18 %0.08 %as of Jun 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 17,9625.2M $0.20 %0.08 %as of May 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 17,7956.9M $0.02 %0.08 %as of Jul 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 17,7306.8M $0.50 %0.08 %as of Jul 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 17,3215M $0.20 %0.08 %as of May 31, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 17,2476.6M $1.98 %0.08 %as of Jul 31, 2026 ↗
JNL Multi-Manager Select Equity Fund JNL Series Trust 17,1975M $0.32 %0.08 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 17,0066.6M $0.07 %0.08 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST 16,8964.9M $1.29 %0.08 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 16,8166.5M $0.32 %0.08 %as of Jul 31, 2026 ↗
Small Cap Core Trust John Hancock Variable Insurance Trust 16,3664.8M $1.33 %0.07 %as of Jun 30, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 15,9004.6M $0.82 %0.07 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 15,8574.6M $0.03 %0.07 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 15,7646.1M $0.01 %0.07 %as of Jul 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 15,6044.5M $0.01 %0.07 %as of Jun 30, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Oakmark Select Fund HARRIS ASSOCIATES INVESTMENT TRUST 4.57 %as of Jun 30, 2026 ↗
AMG River Road Focused Absolute Value Fund AMG Funds IV 3.61 %as of Jul 31, 2026 ↗
Hennessy Cornerstone Mid Cap 30 Fund Hennessy Funds Trust 3.25 %as of Jul 31, 2026 ↗
Madison Mid Cap Fund MADISON FUNDS 2.43 %as of Jul 31, 2026 ↗
AMG River Road Small-Mid Cap Value Fund AMG Funds IV 2.32 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 2.10 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust 1.98 %as of Jul 31, 2026 ↗
Mid Cap Fund ULTRA SERIES FUND 1.85 %as of Jun 30, 2026 ↗
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 1.63 %as of May 31, 2026 ↗
First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1.59 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3396-1911,201,699+0.4 %
2026Q2415-1111,151,888+7.5 %
2026Q1426-810,369,066-1.1 %
2025Q4434+210,482,290+1.6 %
2025Q3432+3810,321,972-1.7 %
2025Q2394+3810,497,468-0.9 %
2025Q1356+410,591,571-1.8 %
2024Q4352-510,788,639+0.1 %
2024Q3357-2310,776,886+1.5 %
2024Q2380+510,618,248+2.5 %
2024Q1375-1210,360,601-2.0 %
2023Q438710,569,374

Institutional managers

422 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.2,510,580626.9M $as of Mar 31, 2026
ABRAMS CAPITAL MANAGEMENT, L.P.2,490,534621.9M $as of Mar 31, 2026
HARRIS ASSOCIATES L P1,956,637488.6M $as of Mar 31, 2026
FMR LLC1,769,328441.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,389,870347.1M $as of Mar 31, 2026
STATE STREET CORP788,570196.9M $as of Mar 31, 2026
River Road Asset Management, LLC652,815163M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC503,230125.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC469,896117.4M $as of Mar 31, 2026
LYRICAL ASSET MANAGEMENT LP460,622115M $as of Mar 31, 2026
UBS Group AG392,76898.1M $as of Mar 31, 2026
COOKE & BIELER LP346,43686.5M $as of Mar 31, 2026
COOPERMAN LEON G340,00084.9M $as of Mar 31, 2026
BRIDGES INVESTMENT MANAGEMENT INC285,06271.2M $as of Mar 31, 2026
ROYAL LONDON ASSET MANAGEMENT LTD237,05759.2M $as of Mar 31, 2026
Madison Asset Management, LLC232,68258.1M $as of Mar 31, 2026
NORTHERN TRUST CORP231,22157.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC227,88456.9M $as of Mar 31, 2026
Bank of New York Mellon Corp227,37556.8M $as of Mar 31, 2026
Tensile Capital Management LP222,96355.7M $as of Mar 31, 2026
Conifer Management, L.L.C.212,00052.9M $as of Mar 31, 2026
Chicago Capital, LLC205,82551.4M $as of Mar 31, 2026
MARSHALL WACE, LLP199,36349.8M $as of Mar 31, 2026
Life Cycle Investment Partners Ltd183,66445.9M $as of Mar 31, 2026
THOMPSON SIEGEL & WALMSLEY LLC179,47644.8K $as of Mar 31, 2026

Declared shareholders of Lithia Motors Inc

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
FMR LLC and 1 other9.60 %2,186,054as of Jun 30, 2026 · SCHEDULE 13G
Dimensional Fund Advisors LP 6.20 %1,409,885as of Jun 30, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 4.90 %1,118,140as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of Lithia Motors Inc

259 funds declare 445 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD HIGH-YIELD CORPORATE FUND373.2M $as of Jul 31, 2026
Income Fund of America359.3M $as of Jul 31, 2026
American High Income Trust357.8M $as of Jun 30, 2026
iShares Broad USD High Yield Corporate Bond ETF444.3M $as of Jul 31, 2026
Bond Fund337.2M $as of May 31, 2026
PGIM High Yield Fund233.9M $as of May 29, 2026
iShares iBoxx $ High Yield Corporate Bond ETF428.9M $as of May 31, 2026
Shenkman Capital Short Duration High Income Fund218.5M $as of Jun 30, 2026
iShares 0-5 Year High Yield Corporate Bond ETF418.3M $as of Jul 31, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF417.1M $as of Jun 30, 2026
Performance Trust Total Return Bond Fund215M $as of May 31, 2026
PGIM Short Duration High Yield Income Fund315M $as of May 29, 2026
Eaton Vance Income Fund of Boston314.3M $as of Jul 31, 2026
JPMorgan Income Fund213.4M $as of May 31, 2026
Oakmark Equity and Income Fund212.9M $as of Jun 30, 2026
JPMorgan High Yield Fund312.6M $as of May 31, 2026
American Funds Multi-Sector Income Fund312.2M $as of Jun 30, 2026
Federated Hermes Institutional High Yield Bond Fund111.9M $as of Jul 31, 2026
State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF310.8M $as of Jun 30, 2026
Invesco Short Term Bond Fund29.8M $as of May 31, 2026
BlackRock High Yield Portfolio19.7M $as of Jun 30, 2026
Calvert Short Duration Income Fund28.5M $as of Jun 30, 2026
High Yield Fund28.1M $as of May 31, 2026
Loomis Sayles Core Plus Bond Fund17.9M $as of Jun 30, 2026
NYLIM MacKay Short Duration High Income Fund17.4M $as of Jul 31, 2026
Cite this page

Titelia. "Fund shareholders of Lithia Motors Inc". https://titelia.com/en/stocks/lithia-motors-inc-US5367971034