LAD
Lithia Motors, Inc. · Consumer Cyclical · Auto - Dealerships
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.6% ·
поток акций +2.1% ·
новые чистые позиции -1.8%
— формула
Концентрированное накопление — рост доли акций у меньшего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 114 | -3 | 15.93M | $4.63B | +6 | −8 |
| Q1 2026 | 119 | -4 | 15.49M | $3.87B | +7 | −12 |
| Q4 2025 | 122 | +1 | 15.72M | $5.19B | +2 | — |
| Q3 2025 | 19 | 0 | 10.48M | $3.31B | +1 | −2 |
| Q2 2025 | 17 | 0 | 10.24M | $3.46B | — | — |
| Q1 2025 | 14 | 0 | 4.25M | $1.25B | — | — |
| Q4 2024 | 14 | +1 | 3.89M | $1.39B | +1 | — |
| Q3 2024 | 12 | -1 | 3.40M | $1.08B | — | −1 |
| Q2 2024 | 13 | — | 3.06M | $772.16M | — | — |
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ ×18 |
| 2 | Fidelity (FMR) ✦ | 2.19M | +23.9% | $636.77M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 3 | Harris Associates (Oakmark) ✦ | 1.92M | -2.1% | $556.38M | 0.7% | ▼ Trim | 9 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 1.41M | +1.4% | $409.56M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | Vanguard Capital Management Llc | 1.03M | -2.6% | $299.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (пассивный) | 774.09K | -1.8% | $224.87M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 7 | Hotchkis & Wiley Capital Management… | 489.99K | -2.6% | $142.34M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 8 | American Century Companies Inc | 452.70K | +154.6% | $131.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Geode Capital Management ✦ (пассивный) | 422.76K | -10.0% | $122.84M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 10 | UBS Group AG | 274.35K | -30.1% | $79.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Morgan Stanley ✦ | 248.37K | +43.8% | $72.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×13 |
| 12 | Charles Schwab Investment… | 227.93K | 0.0% | $66.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Northern Trust Corp | 226.04K | -2.2% | $65.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 14 | Bank of New York Mellon Corp | 216.93K | -4.6% | $63.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 15 | Jones Financial Companies Lllp | 188.10K | +116.1% | $54.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Norges Bank ✦ (пассивный) | 158.54K | Новый | $46.06M | 0.0% | New | 1 | SEC ↗ |
| 17 | Invesco Ltd. | 150.38K | -2.0% | $43.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 18 | Manufacturers Life Insurance… | 147.06K | -7.7% | $42.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 141.52K | +6.3% | $41.52M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 20 | Goldman Sachs Group ✦ | 138.23K | +84.0% | $40.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 21 | Squarepoint Ops LLC | 131.32K | Новый | $38.15M | 0.1% | New | 1 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 116.73K | -28.4% | $33.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 23 | Gotham Asset Management ✦ | 115.83K | +1470.3% | $33.65M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 24 | Schroder Investment Management Group | 104.86K | -1.0% | $30.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 102.54K | +166.1% | $29.64M | 0.0% | ▲ Add | 9 | SEC ↗ ×8 |
| 26 | ProShare Advisors LLC | 94.74K | +23.6% | $27.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Hrt Financial Lp | 92.69K | +63.8% | $26.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Nuveen, LLC | 84.97K | -6.7% | $24.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 29 | Raymond James Financial Inc | 83.73K | +9.7% | $24.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | Royal Bank Of Canada | 83.51K | -3.5% | $24.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 31 | Franklin Resources Inc | 81.30K | +14.9% | $23.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 32 | UBS AM, a distinct business unit of… | 78.31K | -2.9% | $22.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 33 | Royal London Asset Management Ltd | 76.41K | -67.8% | $22.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 73.57K | +1.0% | $21.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 35 | Sei Investments Co | 70.23K | -50.8% | $20.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Rhumbline Advisers | 67.20K | -4.4% | $19.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | First Eagle Investment Management… | 65.98K | +51.0% | $19.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Hsbc Holdings Plc | 60.11K | +193.4% | $17.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 39 | Wells Fargo & Company/Mn | 59.21K | -5.5% | $17.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 40 | D. E. Shaw & Co. ✦ | 55.74K | +1091.1% | $16.19M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 41 | Principal Financial Group Inc | 51.77K | -4.5% | $15.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Millennium Management ✦ | 49.14K | +3122.2% | $14.27M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 48.80K | +164.5% | $14.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Swiss National Bank | 46.74K | -2.5% | $13.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Citadel Advisors ✦ | 45.80K | +43.8% | $13.31M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 46 | CIBC Bancorp USA Inc. | 45.94K | -0.1% | $13.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | Susquehanna International Group, Llp | 44.80K | -23.1% | $13.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | First Trust Advisors Lp | 40.50K | +29.8% | $11.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Marshall Wace ✦ | 39.54K | -80.2% | $11.49M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 50 | Alliancebernstein L.P. | 43.94K | +41.8% | $10.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Legal & General Group Plc | 36.91K | -4.9% | $10.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 52 | California Public Employees… | 32.93K | -3.5% | $9.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Envestnet Asset Management Inc | 32.02K | +1.7% | $9.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 31.20K | +102.6% | $9.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 29.42K | -6.7% | $8.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 56 | Alyeska Investment Group, L.P. | 29.27K | +39.9% | $8.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Citigroup Inc | 28.08K | +149.5% | $8.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 58 | IMC-Chicago, LLC | 25.49K | -53.8% | $7.40M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 59 | T. Rowe Price ✦ | 23.14K | +3.1% | $6.72M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 60 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 17.75K | +24.5% | $5.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Voya Investment Management Llc | 17.57K | -39.2% | $5.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Walleye Trading LLC | 16.64K | -59.0% | $4.83M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 63 | New York State Common Retirement… | 16.06K | -3.5% | $4.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Stifel Financial Corp | 15.09K | -5.2% | $4.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | State Board Of Administration Of… | 14.62K | -7.8% | $4.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Creative Planning | 13.00K | +155.4% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 67 | Barclays Plc | 12.88K | -90.9% | $3.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 68 | LPL Financial LLC | 12.50K | +5.3% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Man Group plc | 11.21K | -4.2% | $3.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Jane Street Group, Llc | 10.95K | +642.2% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Fifth Third Bancorp | 10.48K | -34.4% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Two Sigma Investments ✦ | 8.60K | -21.1% | $2.50M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 73 | Truist Financial Corp | 8.47K | -0.1% | $2.46M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 74 | State Of Wisconsin Investment Board | 8.46K | -30.7% | $2.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Zurcher Kantonalbank (Zurich… | 8.16K | 0.0% | $2.37M | 0.0% | Held | 3 | SEC ↗ |
| 76 | Osaic Holdings, Inc. | 7.20K | +5.0% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 77 | Cetera Investment Advisers | 7.09K | -4.5% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Victory Capital Management Inc | 6.64K | +77.5% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Ensign Peak Advisors, Inc | 6.13K | -0.8% | $1.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Group One Trading Llc | 5.10K | -30.5% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Simplex Trading, Llc | 5.01K | -28.1% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Pacer Advisors, Inc. | 4.26K | +48.0% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Pictet Asset Management Holding SA | 3.95K | 0.0% | $1.15M | 0.0% | Held | 3 | SEC ↗ |
| 84 | Tidal Investments LLC | 3.69K | +10.9% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Neuberger Berman Group LLC | 3.68K | +5.5% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 86 | Cerity Partners LLC | 3.62K | Новый | $1.05M | 0.0% | New | 1 | SEC ↗ ×3 |
| 87 | Wealth Enhancement Advisory… | 3.34K | +200.0% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Daiwa Securities Group Inc. | 3.52K | -13.8% | $1.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Mercer Global Advisors Inc /Adv | 3.12K | +231.7% | $904,948 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Deutsche Bank Ag\ | 3.10K | +5.3% | $900,810 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 91 | Amundi | 3.04K | -42.1% | $884,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Bank Of Montreal /Can/ | 2.99K | +3.3% | $868,565 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 93 | Assetmark, Inc | 2.93K | +26.9% | $850,863 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Universal- Beteiligungs- und… | 2.75K | -51.6% | $798,266 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Captrust Financial Advisors | 2.56K | +77.1% | $745,121 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Credit Agricole S A | 2.30K | 0.0% | $668,127 | 0.0% | Held | 2 | SEC ↗ |
| 97 | Rockefeller Capital Management L.P. | 2.20K | +39.6% | $638,752 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 98 | Corient Private Wealth LP | 1.73K | -34.9% | $502,744 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Pnc Financial Services Group, Inc. | 1.63K | -1.4% | $474,693 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 100 | Bridgewater Associates ✦ | 1.51K | Новый | $439,511 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $46.06M | 0.0% |
| Squarepoint Ops LLC | $38.15M | 0.1% |
| Cerity Partners LLC | $1.05M | 0.0% |
| Bridgewater Associates | $439,511 | 0.0% |
Закрыто
| Glenview Capital | $31.87M | составлял 0.9% |
| Boston Partners | $8.89M | составлял 0.0% |
| Tudor Investment Corp Et Al | $4.17M | составлял 0.0% |
| Holocene Advisors, LP | $3.75M | составлял 0.0% |
| Qube Research & Technologies… | $2.37M | составлял 0.0% |
| Peak6 Llc | $996,161 | составлял 0.0% |
| Canada Pension Plan… | $464,479 | составлял 0.0% |
| HighTower Advisors, LLC | $331,681 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 430 держатели, 24.37M акции, $5.94B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Director · 75 акц. · $27,805
Officer · 320 акц. · $119,515
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология