LPL Financial LLC

Position in LAD — Lithia Motors Inc

CIK 1403438 FORT MILL, SC

Position in LAD

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,630,834

+$668,156 QoQ

Shares Held

12,499

+5.4% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#110

of 444 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Consumer Cyclical · as of Jun 30, 2026

LPL Financial LLC holds $50,919,690 across 12 Auto & Truck Dealerships names. LAD ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVNA	Carvana Co.	341,571	$22,482,203
2	AN	Autonation, Inc.	43,312	$8,046,936
3	KMX	Carmax Inc	91,498	$4,839,329
4	LAD	Lithia Motors Inc This page	12,499	$3,630,834
5	GPI	Group 1 Automotive Inc	8,255	$2,403,608
6	PAG	Penske Automotive Group, Inc.	12,220	$2,186,769
7	VVV	Valvoline Inc	50,421	$1,993,646
8	RUSHA	Rush Enterprises Inc \Tx\	39,053	$1,900,202

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,630,834	12,499	+5.4%	Shares	Sole	2026-08-07
2026-03-31	$2,962,678	11,864	-1.8%	Shares	Sole	2026-05-06
2025-12-31	$4,014,546	12,080	-0.8%	Shares	Sole	2026-02-11
2025-09-30	$3,849,828	12,183	-28.5%	Shares	Sole	2025-11-12
2025-06-30	$5,754,425	17,034	+115.6%	Shares	Sole	2025-08-12
2025-03-31	$2,318,966	7,900	+95.1%	Shares	Sole	2025-05-07
2024-12-31	$1,447,234	4,049	+14.2%	Shares	Sole	2025-02-11
2024-09-30	$1,126,351	3,546	-55.0%	Shares	Sole	2024-11-08
2024-06-30	$1,988,548	7,877	-18.0%	Shares	Sole	2024-08-07
2024-03-31	$2,889,158	9,603	-5.4%	Shares	Sole	2024-05-10
2023-12-31	$3,341,862	10,149	-3.6%	Shares	Sole	2024-02-14
2023-09-30	$3,108,348	10,525	+0.9%	Shares	Sole	2023-11-13
2023-06-30	$3,170,954	10,427	+1.5%	Shares	Sole	2023-07-31
2023-03-31	$2,352,484	10,276	+8.9%	Shares	Sole	2023-05-10
2022-12-31	$1,932,540	9,439	-0.6%	Shares	Sole	2023-02-07
2022-09-30	$2,036,508	9,492	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$2,610,695	9,500	+8.8%	Shares	Sole	2022-08-12
2022-03-31	$2,621,248	8,734	+6.6%	Shares	Sole	2022-05-16
2021-12-31	$2,432,020	8,190	+104.3%	Shares	Sole	2022-02-14
2021-09-30	$1,271,013	4,009	+17.6%	Shares	Sole	2021-11-15
2021-06-30	$1,171,468	3,409	-4.8%	Shares	Sole	2021-08-13
2021-03-31	$1,396,912	3,581	-40.8%	Shares	Sole	2021-05-14
2020-12-31	$1,769,775	6,047	+113.7%	Shares	Sole	2021-02-12
2020-09-30	$645,070	2,830	-13.0%	Shares	Sole	2020-11-09
2020-06-30	$492,125	3,252	-7.9%	Shares	Sole	2020-08-13
2020-03-31	$288,800	3,531	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.