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, Q2 2021
Institutional positions in Lithia Motors Inc as of Jun 30, 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
- 403
- +17 vs. Q1 2021
- Shares held
- 28.4M
- +2.93M (+11.5%) vs. Q1 2021
- Total value
- $9.77B
- −$176.6M (−1.8%) vs. Q1 2021
- New holders
- 64
- 153 more added
- Sold out
- 47
- 135 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 445 | $7.13B |
| Q1 2026 | 436 | $6.12B |
| Q4 2025 | 482 | $7.99B |
| Q3 2025 | 453 | $7.68B |
| Q2 2025 | 453 | $8.82B |
| Q1 2025 | 471 | $7.91B |
| Q4 2024 | 441 | $10.0B |
| Q3 2024 | 405 | $8.92B |
| Q2 2024 | 375 | $6.95B |
| Q1 2024 | 413 | $8.55B |
| Q4 2023 | 387 | $9.45B |
| Q3 2023 | 388 | $8.40B |
| Q2 2023 | 369 | $8.95B |
| Q1 2023 | 376 | $6.60B |
| Q4 2022 | 373 | $5.81B |
| Q3 2022 | 392 | $5.88B |
| Q2 2022 | 417 | $7.43B |
| Q1 2022 | 426 | $8.40B |
| Q4 2021 | 430 | $8.10B |
| Q3 2021 | 423 | $8.88B |
| Q2 2021 | 403 | $9.77B |
| Q1 2021 | 389 | $10.0B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 1 | $0 | 0.00% | −6−85.7% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Allworth Financial LP | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 10 | $3.00K | 0.00% | +4+66.7% | Added |
| Motco | 9 | $3.00K | 0.00% | +9 | New |
| Jacobi Capital Management LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 11 | $4.00K | 0.00% | +6+120.0% | Added |
| Advisory Services Network, LLC | 12 | $4.00K | 0.00% | +12 | New |
| Howe & Rusling Inc | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 14 | $5.00K | 0.00% | −1−6.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 16 | $5.50K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 25 | $8.00K | 0.00% | −2−7.4% | Reduced |
| Ancora Advisors, LLC | 22 | $8.00K | 0.00% | +22 | New |
| Parallel Advisors, LLC | 23 | $8.00K | 0.00% | +23 | New |
| Institutional & Family Asset Management, LLC | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 29 | $10.0K | 0.00% | −13−31.0% | Reduced |
| Proequities, Inc. | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $10.0K | 0.00% | +2+7.1% | Added |
| Global Retirement Partners, LLC | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 30 | $10.0K | 0.01% | +30 | New |
| Steward Partners Investment Advisory, LLC | 37 | $13.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 45 | $15.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 45 | $15.0K | 0.01% | +45 | New |
| Berman Capital Advisors, LLC | 52 | $17.0K | 0.00% | +49+1,633.3% | Added |
| Canada Pension Plan Investment Board | 58 | $20.0K | 0.00% | −821−93.4% | Reduced |
| Signaturefd, LLC | 57 | $20.0K | 0.00% | +4+7.5% | Added |
| TCI Wealth Advisors, Inc. | 68 | $23.0K | 0.00% | −16−19.0% | Reduced |
| Lee Financial Co | 70 | $24.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 69 | $24.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 77 | $26.0K | 0.01% | −25−24.5% | Reduced |
| Quadrant Capital Group LLC | 82 | $28.0K | 0.00% | −1−1.2% | Reduced |
| Penserra Capital Management LLC | 84 | $28.0K | 0.00% | +23+37.7% | Added |
| Rockefeller Capital Management L.P. | 86 | $29.0K | 0.00% | +66+330.0% | Added |
| Tobam | 93 | $32.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 96 | $33.0K | 0.00% | +16+20.0% | Added |
| Addison Advisors LLC | 100 | $34.0K | 0.03% | +100 | New |
| Stonebridge Financial Planning Group, LLC | 100 | $36.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 130 | $45.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 137 | $47.0K | 0.01% | −5−3.5% | Reduced |
| American Portfolios Advisors | 137 | $47.1K | 0.00% | −12−8.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 142 | $49.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $52.0K | 0.00% | +150 | New |
| Carroll Financial Associates, Inc. | 158 | $54.0K | 0.00% | −29−15.5% | Reduced |
| Vestcor Inc | 156 | $54.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 156 | $54.0K | 0.01% | +5+3.3% | Added |
| Charter Oak Capital Management, LLC | 175 | $60.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 180 | $62.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 182 | $63.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 203 | $69.0K | 0.00% | −38−15.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 200 | $69.0K | 0.00% | +200 | New |
| Leonteq Securities AG | 201 | $69.1K | 0.01% | +153+318.8% | Added |
| First Mercantile Trust Co | 274 | $94.0K | 0.01% | −170−38.3% | Reduced |
| Twin Tree Management, LP | 287 | $99.0K | 0.00% | −2,767−90.6% | Reduced |
| Assetmark, Inc | 295 | $101.0K | 0.00% | −7−2.3% | Reduced |
| Arkadios Wealth Advisors | 302 | $103.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $103.0K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 325 | $107.0K | 0.00% | −8−2.4% | Reduced |
| State of Wyoming | 316 | $109.0K | 0.07% | +316 | New |
| Ellis Investment Partners, LLC | 325 | $111.0K | 0.03% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 322 | $119.0K | 0.03% | −3−0.9% | Reduced |
| Harvest Fund Management Co., Ltd | 389 | $137.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 487 | $167.0K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 532 | $183.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 573 | $197.0K | 0.00% | −73,356−99.2% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 588 | $202.0K | 0.04% | +588 | New |
| Edgestream Partners, L.P. | 590 | $203.0K | 0.01% | +590 | New |
| Cambridge Investment Research Advisors, Inc. | 595 | $204.0K | 0.00% | +52+9.6% | Added |
| BTC Capital Management, Inc. | 597 | $205.0K | 0.02% | −125−17.3% | Reduced |
| Cresset Asset Management, LLC | 612 | $210.0K | 0.00% | −3−0.5% | Reduced |
| Lakeview Capital Partners, LLC | 622 | $214.0K | 0.09% | 00.0% | Unchanged |
| Weld Capital Management LLC | 627 | $215.0K | 0.22% | +627 | New |
| Ziegler Capital Management, LLC | 634 | $218.0K | 0.01% | −39,286−98.4% | Reduced |
| Keudell/Morrison Wealth Management | 634 | $218.0K | 0.12% | −1−0.2% | Reduced |
| HighTower Advisors, LLC | 652 | $226.0K | 0.00% | +82+14.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 675 | $232.0K | 0.01% | −295−30.4% | Reduced |
| Walkner Condon Financial Advisors LLC | 683 | $233.0K | 0.09% | −1−0.1% | Reduced |
| Prudent Man Advisors, LLC | 689 | $237.0K | 0.09% | −131−16.0% | Reduced |
| Prelude Capital Management, LLC | 694 | $238.0K | 0.01% | +694 | New |
| Origin Asset Management LLP | 698 | $240.0K | 0.03% | 00.0% | Unchanged |
| Hexavest Inc. | 712 | $245.0K | 0.01% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 717 | $246.0K | 0.03% | −12,217−94.5% | Reduced |
| Arden Trust Co | 741 | $254.0K | 0.04% | −25−3.3% | Reduced |
| Jump Financial, LLC | 745 | $256.0K | 0.02% | +745 | New |
| Blair William & Co | 757 | $260.0K | 0.00% | −263−25.8% | Reduced |
| Nisa Investment Advisors, LLC | 760 | $261.0K | 0.00% | −235−23.6% | Reduced |
| Panagora Asset Management Inc | 770 | $265.0K | 0.00% | −391−33.7% | Reduced |
| Veritable, L.P. | 780 | $268.0K | 0.00% | −71−8.3% | Reduced |
| Verition Fund Management LLC | 781 | $268.0K | 0.00% | +230+41.7% | Added |
| Factorial Partners, LLC | 800 | $275.0K | 0.19% | −1,800−69.2% | Reduced |
| Laurion Capital Management LP | 806 | $277.0K | 0.00% | +806 | New |
| Raymond James Trust N.A. | 828 | $284.0K | 0.01% | +148+21.8% | Added |
| IBM Retirement Fund | 827 | $284.0K | 0.02% | +827 | New |
| Alps Advisors Inc | 837 | $288.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 847 | $291.0K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 860 | $296.0K | 0.01% | −356−29.3% | Reduced |
| Centiva Capital, LP | 860 | $296.0K | 0.02% | +860 | New |