As of the latest SEC filings, LITHIA MOTORS INC (LAD) is held by 434 institutional funds. The largest fund shareholder is Oakmark Select Fund (OAKLX), holding an estimated $326,908,452.00 in market value, representing 4.32% of its portfolio.
Funds holding LITHIA MOTORS INC (LAD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LAD
- CIK:
- 0001023128
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
OAKLX
Oakmark Select Fund
|
MF | Independent / Boutique | 4.32% | $326,908,452.00 | 1,309,100 | Mar 31, 2026 | May 28, 2026 |
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.19% | $200,502,685.20 | 802,910 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $185,414,353.08 | 742,489 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.08% | $134,595,334.20 | 538,985 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.50% | $93,060,922.04 | 320,767 | Apr 30, 2026 | Jun 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.14% | $85,707,649.80 | 343,215 | Mar 31, 2026 | May 28, 2026 |
|
VWNAX
VANGUARD WINDSOR II FUND
|
MF | Vanguard | 0.12% | $75,257,128.00 | 259,400 | Apr 30, 2026 | Jun 26, 2026 |
|
FLPFX
Fidelity Low-Priced Stock Fund
|
MF | Fidelity | 0.30% | $71,120,016.80 | 245,140 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.08% | $67,598,454.84 | 270,697 | Mar 31, 2026 | May 28, 2026 |
|
FVLKX
Fidelity Value Fund
|
MF | Fidelity | 0.64% | $62,051,155.72 | 213,881 | Apr 30, 2026 | Jun 26, 2026 |
|
OAKBX
Oakmark Equity and Income Fund
|
MF | Independent / Boutique | 1.05% | $61,506,036.00 | 246,300 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.36% | $57,570,832.56 | 198,438 | Apr 30, 2026 | Jun 24, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.02% | $50,841,902.58 | 181,851 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.37% | $50,441,713.80 | 173,865 | Apr 30, 2026 | Jun 29, 2026 |
|
VASVX
VANGUARD SELECTED VALUE FUND
|
MF | Vanguard | 0.74% | $49,111,513.60 | 169,280 | Apr 30, 2026 | Jun 26, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.19% | $45,642,822.72 | 182,776 | Mar 31, 2026 | Jun 1, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.03% | $39,507,091.00 | 136,175 | Apr 30, 2026 | Jun 26, 2026 |
|
MMCRX
Madison Mid Cap Fund
|
MF | Independent / Boutique | 2.00% | $35,683,309.40 | 122,995 | Apr 30, 2026 | Jun 23, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.09% | $35,516,165.72 | 127,034 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.47% | $35,439,318.48 | 122,154 | Apr 30, 2026 | Jun 29, 2026 |
|
FNKLX
Fidelity Series Value Discovery Fund
|
MF | Fidelity | 0.22% | $35,075,508.00 | 120,900 | Apr 30, 2026 | Jun 26, 2026 |
|
HFMDX
Hennessy Cornerstone Mid Cap 30 Fund
|
MF | Independent / Boutique | 2.41% | $30,984,816.00 | 106,800 | Apr 30, 2026 | Jun 25, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.39% | $30,807,207.24 | 123,367 | Mar 31, 2026 | May 28, 2026 |
|
-
Small Cap Core Fund
|
ETF | John Hancock | 1.48% | $29,615,159.48 | 102,079 | Apr 30, 2026 | Jun 25, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.19% | $29,613,795.36 | 118,588 | Mar 31, 2026 | May 28, 2026 |
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