| 4 |
| HARRIS ASSOCIATES L P |
| 1.9M |
| $556.4M |
| -2.1% |
| 8.713% |
| 0.74% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $409.6M | +1.4% | 6.413% | 0.07% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.1M | $323.9M | -3.4% | 5.072% | 0.01% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | $299.7M | -2.6% | 4.693% | 0.01% |
| 8 | STATE STREET CORP | 774K | $224.9M | -1.8% | 3.521% | 0.00% |
| 9 | River Road Asset Management, LLC | 683K | $198.3M | +4.6% | 3.106% | 2.21% |
| 10 | UBS Group AG | 599K | $174.0M | +5.4% | 2.725% | 0.02% |
| 11 | LYRICAL ASSET MANAGEMENT LP | 498K | $144.7M | +8.1% | 2.266% | 1.84% |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 490K | $142.3M | -2.6% | 2.229% | 0.41% |
| 13 | AMERICAN CENTURY COMPANIES INC | 453K | $131.5M | +154.6% | 2.059% | 0.06% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 423K | $122.8M | -10.0% | 1.923% | 0.01% |
| 15 | COOPERMAN LEON G | 340K | $98.8M | 0.0% | 1.547% | 2.78% |
| 16 | COOKE & BIELER LP | 306K | $89.0M | -11.6% | 1.393% | 1.03% |
| 17 | BRIDGES INVESTMENT MANAGEMENT INC | 278K | $80.8M | -2.4% | 1.266% | 0.98% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 272K | $78.9M | +1.3% | 1.236% | 0.01% |
| 19 | MORGAN STANLEY | 248K | $72.1M | +43.8% | 1.130% | 0.00% |
| 20 | Madison Asset Management, LLC | 231K | $67.0M | -0.9% | 1.049% | 0.80% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 228K | $66.2M | +0.0% | 1.037% | 0.01% |
| 22 | NORTHERN TRUST CORP | 226K | $65.7M | -2.2% | 1.028% | 0.01% |
| 23 | Tensile Capital Management LP | 223K | $64.8M | 0.0% | 1.014% | 8.94% |
| 24 | Bank of New York Mellon Corp | 217K | $63.0M | -4.6% | 0.987% | 0.01% |
| 25 | Life Cycle Investment Partners Ltd | 209K | $60.8M | +14.0% | 0.952% | 0.28% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LAD — a direct measure of their conviction.
Institutions that fully closed their LAD position in Q2 2026
| 109.71% |
| +3.04 pp |
| $7.67B |
| 21% |
| Q4 2024 | 435 | +10% | 106.67% | +1.61 pp | $9.77B | +12% |
| Q3 2024 | 395 | — | 105.06% | — | $8.69B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
67 institutions opened new positions in LAD during Q2 2026, while 63 fully exited. 298 added to existing positions and 64 trimmed.
LAD institutional ownership rose by 5.10 percentage points quarter-over-quarter, with a net change of +12 holders.
The top 10 institutions account for 58.7% of all reported 13F value in LAD, and the top 25 account for 77.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Lithia Motors, Inc. (LAD) Institutional Ownership