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
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 15,2324.4M $0.52 %0.07 %as of May 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 15,0574.4M $0.11 %0.07 %as of Jun 30, 2026 ↗
Mid Cap Index Fund Northern Funds 14,8294.3M $0.18 %0.07 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 14,2594.1M $0.01 %0.06 %as of May 31, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 14,2005.5M $0.84 %0.06 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 13,9795.4M $0.01 %0.06 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 13,9384.1M $0.17 %0.06 %as of May 31, 2026 ↗
American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS 13,8875.4M $0.18 %0.06 %as of Jul 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 13,8834M $0.78 %0.06 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 13,8284M $0.48 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 13,6304M $0.02 %0.06 %as of May 31, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 13,3485.1M $0.34 %0.06 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 12,6033.7M $0.01 %0.06 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 12,5003.6M $0.93 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 12,4724.8M $0.01 %0.06 %as of Jul 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 12,4663.6M $0.13 %0.06 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,4084.8M $0.06 %0.06 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 12,2733.6M $0.21 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 12,2373.6M $0.02 %0.06 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 12,1233.5M $0.01 %0.06 %as of Jun 30, 2026 ↗
Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST 11,8003.4M $1.53 %0.05 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 11,2483.3M $0.35 %0.05 %as of Jun 30, 2026 ↗
First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 11,0814.3M $1.59 %0.05 %as of Jul 31, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 11,0004.2M $0.19 %0.05 %as of Jul 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 11,0003.2M $0.04 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 10,9503.2M $0.01 %0.05 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 10,8883.2M $0.01 %0.05 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 10,8003.1M $0.09 %0.05 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 10,5813.1M $0.18 %0.05 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,5544.1M $0.45 %0.05 %as of Jul 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 10,4833M $0.18 %0.05 %as of Jun 30, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 9,9583.8M $0.23 %0.05 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,5873.7M $0.58 %0.04 %as of Jul 31, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 9,5003.7M $0.19 %0.04 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9,4233.6M $0.18 %0.04 %as of Jul 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 9,3002.7M $0.05 %0.04 %as of Jun 30, 2026 ↗
Bridges Investment Fund Professionally Managed Portfolios 9,0002.6M $1.19 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 8,8693.4M $0.02 %0.04 %as of Jul 31, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 8,7362.5M $0.58 %0.04 %as of Jun 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 8,7203.4M $0.25 %0.04 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8,5323.3M $0.06 %0.04 %as of Jul 31, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 8,4553.3M $0.81 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 8,4173.2M $0.12 %0.04 %as of Jul 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 8,2713.2M $0.24 %0.04 %as of Jul 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 8,2032.4M $0.18 %0.04 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 8,03819.1M SEK0.07 %0.04 %as of Mar 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 8,0212.3M $0.18 %0.04 %as of Jun 30, 2026 ↗
DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 8,0002.3M $0.16 %0.04 %as of Jun 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 7,8982.3M $0.18 %0.04 %as of Jun 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 7,7092.2M $0.04 %0.04 %as of May 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,6292.2M $0.07 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 7,5772.9M $0.02 %0.03 %as of Jul 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 7,5062.2M $0.18 %0.03 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 7,4202.9M $0.02 %0.03 %as of Jul 31, 2026 ↗
VanEck Morningstar SMID Moat ETF VanEck ETF Trust 7,4152.2M $0.64 %0.03 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 7,4052.9M $0.01 %0.03 %as of Jul 31, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 7,3412.1M $0.03 %0.03 %as of Jun 30, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 7,1692.8M $0.44 %0.03 %as of Jul 31, 2026 ↗
AMG GW&K Small Cap Growth Fund AMG Funds IV 7,1652.8M $1.35 %0.03 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 7,0292M $0.21 %0.03 %as of Jun 30, 2026 ↗
AMG River Road Mid Cap Value Fund AMG Funds IV 6,8892.7M $0.66 %0.03 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 6,8502.6M $0.01 %0.03 %as of Jul 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 6,7182M $0.24 %0.03 %as of May 31, 2026 ↗
Mid Cap Fund ULTRA SERIES FUND 6,5111.9M $1.85 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 6,4061.9M $0.01 %0.03 %as of Jun 30, 2026 ↗
Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust 6,3951.9M $0.86 %0.03 %as of Jun 30, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,3611.8M $0.18 %0.03 %as of Jun 30, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 6,2441.8M $0.15 %0.03 %as of Jun 30, 2026 ↗
VIP Consumer Discretionary Portfolio Variable Insurance Products Fund IV 6,1801.8M $0.84 %0.03 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 6,1201.8M $0.14 %0.03 %as of May 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 5,8661.7M $0.25 %0.03 %as of Jun 30, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 5,8172.2M $0.04 %0.03 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 5,7911.7M $0.01 %0.03 %as of Jun 30, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,5772.1M $0.94 %0.03 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 5,3992.1M $0.02 %0.02 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 5,3851.6M $0.01 %0.02 %as of May 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 5,0641.5M $0.18 %0.02 %as of Jun 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 4,7651.4M $0.17 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 4,7221.8M $0.26 %0.02 %as of Jul 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 4,5821.8M $0.08 %0.02 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 4,5181.7M $0.06 %0.02 %as of Jul 31, 2026 ↗
iShares U.S. Consumer Discretionary ETF iShares Trust 4,4381.7M $0.14 %0.02 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,4091.3M $0.00 %0.02 %as of May 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 4,3001.2M $0.01 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 4,2741.6M $0.06 %0.02 %as of Jul 31, 2026 ↗
AMG River Road Focused Absolute Value Fund AMG Funds IV 4,2601.6M $3.61 %0.02 %as of Jul 31, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 4,2301.6M $0.20 %0.02 %as of Jul 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 4,1971.2M $0.18 %0.02 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 4,1961.2M $0.06 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 4,0781.6M $0.24 %0.02 %as of Jul 31, 2026 ↗
AQR Managed Futures Strategy Fund AQR Funds 4,0771.2M $0.04 %0.02 %as of Jun 30, 2026 ↗
Leadershares Alphafactor US Core Equity ETF Two Roads Shared Trust 4,0541.6M $1.29 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,9831.5M $0.11 %0.02 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,9081.1M $0.01 %0.02 %as of May 31, 2026 ↗
Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust 3,8851.5M $0.64 %0.02 %as of Jul 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,8501.1M $0.13 %0.02 %as of Jun 30, 2026 ↗
JNL/Mellon Consumer Discretionary Sector Fund JNL Series Trust 3,8031.1M $0.09 %0.02 %as of Jun 30, 2026 ↗
Logan Capital Large Cap Growth ETF Advisors Series Trust 3,7081.4M $1.33 %0.02 %as of Jul 31, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 3,7021.1M $0.17 %0.02 %as of May 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 3,5761.4M $0.06 %0.02 %as of Jul 31, 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