LAD — Lithia Mtrs Inc Institutional Holders · Q3 2026
Who owns Lithia Mtrs Inc (LAD)? 14 institutions reported holding $3.32M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Red Spruce Capital, LLC ($2.7M), Crumly & Associates Inc. ($326,558), GAMMA Investing LLC ($123,736).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Red Spruce Capital, LLC | $2.7M | 9,342 | Trimmed |
| 2 | Crumly & Associates Inc. | $326,558 | 1,119 | Trimmed |
| 3 | GAMMA Investing LLC | $123,736 | 424 | Added |
| 4 | Versant Capital Management, Inc | $54,280 | 186 | Added |
| 5 | Farther Finance Advisors, LLC | $53,121 | 182 | Added |
| 6 | ELEVATION WEALTH PARTNERS, LLC | $11,966 | 41 | Added |
| 7 | MassMutual Private Wealth & Trust, FSB | $7,588 | 26 | Trimmed |
| 8 | Retirement Wealth Solutions LLC | $6,129 | 21 | Trimmed |
| 9 | GK Wealth Management LLC | $4,669 | 16 | New |
| 10 | Planning Strategies Inc. | $2,626 | 9 | Hold |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $1,168 | 4 | New |
| 12 | CoreCap Advisors, LLC | $875 | 3 | Hold |
| 13 | TOTH FINANCIAL ADVISORY CORP | $584 | 2 | New |
| 14 | FIRST COMMUNITY TRUST NA | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30