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 ↗ |
| 2 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | BlackRock ✦ (пассивный) | 2.40M | -4.5% | $696.48M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 2.19M | +23.9% | $636.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 2.19M | +23.9% | $636.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 2.19M | +23.9% | $636.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 2.19M | +23.9% | $636.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 2.19M | +23.9% | $636.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 2.19M | +23.9% | $636.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | Harris Associates (Oakmark) ✦ | 1.92M | -2.1% | $556.38M | 0.7% | ▼ Trim | 9 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 1.41M | +1.4% | $409.56M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 1.41M | +1.4% | $409.56M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Dimensional Fund Advisors Lp | 1.41M | +1.4% | $409.56M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 1.41M | +1.4% | $409.56M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Dimensional Fund Advisors Lp | 1.41M | +1.4% | $409.56M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Vanguard Capital Management Llc | 1.03M | -2.6% | $299.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (пассивный) | 774.09K | -1.8% | $224.87M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 33 | Hotchkis & Wiley Capital Management… | 489.99K | -2.6% | $142.34M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 34 | American Century Companies Inc | 452.70K | +154.6% | $131.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Geode Capital Management ✦ (пассивный) | 422.76K | -10.0% | $122.84M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 36 | Geode Capital Management ✦ (пассивный) | 422.76K | -10.0% | $122.84M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 37 | UBS Group AG | 274.35K | -30.1% | $79.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | UBS Group AG | 274.35K | -30.1% | $79.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | UBS Group AG | 274.35K | -30.1% | $79.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 248.37K | +43.8% | $72.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 248.37K | +43.8% | $72.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 248.37K | +43.8% | $72.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 248.37K | +43.8% | $72.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 248.37K | +43.8% | $72.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 248.37K | +43.8% | $72.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 248.37K | +43.8% | $72.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 248.37K | +43.8% | $72.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 248.37K | +43.8% | $72.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 248.37K | +43.8% | $72.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 248.37K | +43.8% | $72.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 248.37K | +43.8% | $72.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 248.37K | +43.8% | $72.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Charles Schwab Investment… | 227.93K | 0.0% | $66.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Charles Schwab Investment… | 227.93K | 0.0% | $66.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Northern Trust Corp | 226.04K | -2.2% | $65.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Northern Trust Corp | 226.04K | -2.2% | $65.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Northern Trust Corp | 226.04K | -2.2% | $65.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Northern Trust Corp | 226.04K | -2.2% | $65.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Northern Trust Corp | 226.04K | -2.2% | $65.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Northern Trust Corp | 226.04K | -2.2% | $65.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 216.93K | -4.6% | $63.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 216.93K | -4.6% | $63.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 216.93K | -4.6% | $63.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 216.93K | -4.6% | $63.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 216.93K | -4.6% | $63.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 216.93K | -4.6% | $63.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 216.93K | -4.6% | $63.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 216.93K | -4.6% | $63.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 216.93K | -4.6% | $63.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 216.93K | -4.6% | $63.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 216.93K | -4.6% | $63.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 216.93K | -4.6% | $63.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 216.93K | -4.6% | $63.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 216.93K | -4.6% | $63.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Jones Financial Companies Lllp | 188.10K | +116.1% | $54.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Jones Financial Companies Lllp | 188.10K | +116.1% | $54.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Norges Bank ✦ (пассивный) | 158.54K | Новый | $46.06M | 0.0% | New | 1 | SEC ↗ |
| 78 | Invesco Ltd. | 150.38K | -2.0% | $43.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Invesco Ltd. | 150.38K | -2.0% | $43.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Invesco Ltd. | 150.38K | -2.0% | $43.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Invesco Ltd. | 150.38K | -2.0% | $43.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Invesco Ltd. | 150.38K | -2.0% | $43.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Invesco Ltd. | 150.38K | -2.0% | $43.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Manufacturers Life Insurance… | 147.06K | -7.7% | $42.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | JPMorgan Chase ✦ | 141.52K | +6.3% | $41.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 86 | JPMorgan Chase ✦ | 141.52K | +6.3% | $41.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 87 | JPMorgan Chase ✦ | 141.52K | +6.3% | $41.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 88 | JPMorgan Chase ✦ | 141.52K | +6.3% | $41.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 89 | JPMorgan Chase ✦ | 141.52K | +6.3% | $41.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 90 | JPMorgan Chase ✦ | 141.52K | +6.3% | $41.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 91 | JPMorgan Chase ✦ | 141.52K | +6.3% | $41.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 92 | Goldman Sachs Group ✦ | 138.23K | +84.0% | $40.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 93 | Goldman Sachs Group ✦ | 138.23K | +84.0% | $40.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 94 | Squarepoint Ops LLC | 131.32K | Новый | $38.15M | 0.1% | New | 1 | SEC ↗ |
| 95 | Ameriprise Financial Inc | 116.73K | -28.4% | $33.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Ameriprise Financial Inc | 116.73K | -28.4% | $33.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Ameriprise Financial Inc | 116.73K | -28.4% | $33.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Ameriprise Financial Inc | 116.73K | -28.4% | $33.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Gotham Asset Management ✦ | 115.83K | +1470.3% | $33.65M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 100 | Schroder Investment Management Group | 104.86K | -1.0% | $30.55M | 0.0% | ▼ Trim | 2 | 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% |
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.