10 institutions reported holding $6.4M of LITHIA MOTORS INC-CL A (LAD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Red Spruce Capital, LLC ($2.7M), 180 WEALTH ADVISORS, LLC ($2.6M), Hennion & Walsh Asset Management, Inc. ($602,767), Crumly & Associates Inc. ($361,951), GAMMA Investing LLC ($50,255). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Red Spruce Capital, LLC | $2.7M | 9,348 | Added |
| 2 | 180 WEALTH ADVISORS, LLC | $2.6M | 9,116 | Added |
| 3 | Hennion & Walsh Asset Management, Inc. | $602,767 | 2,075 | Added |
| 4 | Crumly & Associates Inc. | $361,951 | 1,246 | Added |
| 5 | GAMMA Investing LLC | $50,255 | 173 | Added |
| 6 | Versant Capital Management, Inc | $36,892 | 127 | Added |
| 7 | Retirement Wealth Solutions LLC | $8,425 | 29 | Added |
| 8 | MassMutual Private Wealth & Trust, FSB | $8,424 | 29 | Added |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $6,391 | 22 | Hold |
| 10 | CoreCap Advisors, LLC | $871 | 3 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30