Skip to main content

Lithia Motors Inc

LAD
Exchange
NYSE
Industry
Retail-Auto Dealers & Gasoline Stations
SEC CIK
0001023128

In the last 90 days, Lithia Motors Inc insiders filed 0 open-market purchases and 2 sales; 445 institutions reported holding it in 13F filings for Q2 2026, worth $7.13B in total; superinvestors Abrams Capital and Harris Associates (Oakmark) hold it.

13F holders, Q1 2021

Institutional positions in Lithia Motors Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
389
No complete 13F data for Q4 2020
Shares held
25.7M
No complete 13F data for Q4 2020
Total value
$10.0B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting LAD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 389 institutions
Q1 2021: 389 institutionsQ2 2021: 403 institutionsQ3 2021: 423 institutionsQ4 2021: 430 institutionsQ1 2022: 426 institutionsQ2 2022: 417 institutionsQ3 2022: 392 institutionsQ4 2022: 373 institutionsQ1 2023: 376 institutionsQ2 2023: 369 institutionsQ3 2023: 388 institutionsQ4 2023: 387 institutionsQ1 2024: 413 institutionsQ2 2024: 375 institutionsQ3 2024: 405 institutionsQ4 2024: 441 institutionsQ1 2025: 471 institutionsQ2 2025: 453 institutionsQ3 2025: 453 institutionsQ4 2025: 482 institutionsQ1 2026: 436 institutionsQ2 2026: 445 institutions
Value heldQ1 2021: $10.0B
Q1 2021: $10.0BQ2 2021: $9.77BQ3 2021: $8.88BQ4 2021: $8.10BQ1 2022: $8.40BQ2 2022: $7.43BQ3 2022: $5.88BQ4 2022: $5.81BQ1 2023: $6.60BQ2 2023: $8.95BQ3 2023: $8.40BQ4 2023: $9.45BQ1 2024: $8.55BQ2 2024: $6.95BQ3 2024: $8.92BQ4 2024: $10.0BQ1 2025: $7.91BQ2 2025: $8.82BQ3 2025: $7.68BQ4 2025: $7.99BQ1 2026: $6.12BQ2 2026: $7.13B
Institutions holding LAD and their total value by quarter
QuarterHoldersValue
Q2 2026445$7.13B
Q1 2026436$6.12B
Q4 2025482$7.99B
Q3 2025453$7.68B
Q2 2025453$8.82B
Q1 2025471$7.91B
Q4 2024441$10.0B
Q3 2024405$8.92B
Q2 2024375$6.95B
Q1 2024413$8.55B
Q4 2023387$9.45B
Q3 2023388$8.40B
Q2 2023369$8.95B
Q1 2023376$6.60B
Q4 2022373$5.81B
Q3 2022392$5.88B
Q2 2022417$7.43B
Q1 2022426$8.40B
Q4 2021430$8.10B
Q3 2021423$8.88B
Q2 2021403$9.77B
Q1 2021389$10.0B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Lithia Motors Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding LAD in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$00.00%––
Harbour Investments, Inc.3$1.00K0.00%––
Berman Capital Advisors, LLC3$1.00K0.00%––
Meeder Asset Management Inc6$2.00K0.00%––
NEXT Financial Group, Inc5$2.00K0.00%––
Eudaimonia Partners, LLC5$2.00K0.00%––
Versant Capital Management, Inc7$3.00K0.00%––
Prestige Wealth Management Group LLC8$3.00K0.00%––
Allworth Financial LP10$4.00K0.00%––
Jacobi Capital Management LLC12$5.00K0.00%––
Allred Capital Management, LLC13$5.07K0.00%––
Howe & Rusling Inc16$6.00K0.00%––
Bellevue Asset Management, LLC15$6.00K0.00%––
Alpha DNA Investment Management LLC16$6.00K0.01%––
Spire Wealth Management17$6.00K0.00%––
Federation des caisses Desjardins du Quebec16$6.24K0.00%––
Ameritas Investment Company, LLC17$6.63K0.00%––
Rockefeller Capital Management L.P.20$7.00K0.00%––
Smithfield Trust Co21$8.00K0.00%––
Institutional & Family Asset Management, LLC25$10.0K0.00%––
Parkside Financial Bank & Trust28$11.0K0.00%––
Front Row Advisors LLC27$11.0K0.01%––
Global Retirement Partners, LLC28$11.0K0.00%––
Proequities, Inc.30$12.0K0.00%––
Steward Partners Investment Advisory, LLC37$14.4K0.00%––
Geneos Wealth Management Inc.42$16.0K0.00%––
JJJ Advisors Inc.45$18.0K0.01%––
Leonteq Securities AG48$18.7K0.00%––
Signaturefd, LLC53$21.0K0.00%––
Penserra Capital Management LLC61$23.0K0.00%––
Lee Financial Co70$27.0K0.01%––
Gemmer Asset Management LLC69$27.0K0.00%––
Fifth Third Bancorp80$31.0K0.00%––
Quadrant Capital Group LLC83$32.0K0.01%––
TCI Wealth Advisors, Inc.84$33.0K0.01%––
Tobam93$36.0K0.00%––
Plante Moran Financial Advisors, LLC102$40.0K0.01%––
Stonebridge Financial Planning Group, LLC100$40.0K0.02%––
CWM, LLC130$45.0K0.00%––
Patriot Financial Group Insurance Agency, LLC142$55.0K0.01%––
Private Capital Group, LLC142$55.0K0.01%––
American Portfolios Advisors149$58.1K0.00%––
Financial Management Professionals, Inc.151$59.0K0.02%––
Vestcor Inc156$61.0K0.00%––
USA Financial Portformulas Corp167$65.0K0.05%––
Charter Oak Capital Management, LLC175$68.0K0.01%––
Gradient Investments LLC180$70.0K0.00%––
Contravisory Investment Management, Inc.182$71.0K0.02%––
Carroll Financial Associates, Inc.187$72.0K0.00%––
Acadian Asset Management LLC220$86.0K0.00%––
First Horizon Advisors, Inc.241$93.0K0.01%––
Exchange Traded Concepts, LLC241$94.0K0.00%––
Sowell Financial Services LLC255$97.0K0.00%––
Arkadios Wealth Advisors302$117.0K0.02%––
Newbridge Financial Services Group, Inc.300$117.0K0.09%––
Assetmark, Inc302$118.0K0.00%––
Fieldpoint Private Securities, LLC325$127.0K0.03%––
Ellis Investment Partners, LLC325$127.0K0.04%––
IFP Advisors, Inc333$131.0K0.00%––
Harvest Fund Management Co., Ltd389$151.0K0.01%––
First Mercantile Trust Co444$173.0K0.02%––
Lazard Asset Management LLC487$189.0K0.00%––
Redhawk Wealth Advisors, Inc.517$202.0K0.05%––
Paloma Partners Management Co520$203.0K0.01%––
Orion Portfolio Solutions, LLC526$205.0K0.01%––
Robeco Institutional Asset Management B.V.532$208.0K0.00%––
D.A. Davidson & Co.540$211.0K0.00%––
Cambridge Investment Research Advisors, Inc.543$212.0K0.00%––
Verition Fund Management LLC551$215.0K0.00%––
Bank of Hawaii553$216.0K0.01%––
Cetera Advisors LLC562$219.0K0.01%––
HighTower Advisors, LLC570$223.0K0.00%––
FDx Advisors, Inc.572$223.0K0.01%––
Marshall Wace, LLP577$225.0K0.00%––
Raymond James Financial Services Advisors, Inc.576$225.0K0.00%––
Gyon Technologies Capital Management, LP591$231.0K0.10%––
Narus Financial Partners, LLC604$235.6K0.14%––
Cresset Asset Management, LLC615$240.0K0.00%––
Lakeview Capital Partners, LLC622$243.0K0.10%––
Keudell/Morrison Wealth Management635$248.0K0.14%––
Banco Bilbao Vizcaya Argentaria, S.A.935$255.0K0.01%––
Raymond James Trust N.A.680$266.0K0.01%––
Walkner Condon Financial Advisors LLC684$267.0K0.10%––
Origin Asset Management LLP698$272.0K0.03%––
Engineers Gate Manager LP700$273.0K0.01%––
Hexavest Inc.712$278.0K0.01%––
BTC Capital Management, Inc.722$281.0K0.03%––
FORA Capital, LLC756$295.0K0.10%––
Arden Trust Co766$299.0K0.05%––
Bailard, Inc.800$312.0K0.01%––
Prudent Man Advisors, LLC820$320.0K0.13%––
Alps Advisors Inc837$327.0K0.00%––
O'Shaughnessy Asset Management, LLC847$330.0K0.01%––
Veritable, L.P.851$332.0K0.01%––
Northwestern Mutual Wealth Management Co857$333.0K0.00%––
Canada Pension Plan Investment Board879$343.0K0.00%––
CWM Advisors, LLC896$350.0K0.05%––
State of Wisconsin Investment Board900$351.0K0.00%––
Bayesian Capital Management, LP950$371.0K0.09%––
Rice Hall James & Associates, LLC954$372.0K0.01%––