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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 887 | $305.0K | 0.00% | +30+3.5% | Added |
| FDx Advisors, Inc. | 922 | $317.0K | 0.01% | +350+61.2% | Added |
| CWM Advisors, LLC | 924 | $318.0K | 0.04% | +28+3.1% | Added |
| Coldstream Capital Management Inc | 936 | $322.0K | 0.01% | −32−3.3% | Reduced |
| Kestra Private Wealth Services, LLC | 941 | $323.0K | 0.02% | −30−3.1% | Reduced |
| Red Spruce Capital, LLC | 944 | $324.0K | 0.19% | +944 | New |
| Rice Hall James & Associates, LLC | 954 | $328.0K | 0.01% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 962 | $331.0K | 0.02% | −9−0.9% | Reduced |
| Bridgefront Capital, LLC | 1,001 | $344.0K | 0.13% | −652−39.4% | Reduced |
| Cigna Investments Inc | 999 | $344.0K | 0.02% | +16+1.6% | Added |
| Navellier & Associates Inc | 1,004 | $345.0K | 0.05% | −12−1.2% | Reduced |
| CIBC Asset Management Inc | 1,007 | $346.0K | 0.00% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,055 | $363.0K | 0.04% | −500−32.2% | Reduced |
| New York Life Investments Alternatives | 1,055 | $363.0K | 0.24% | −30−2.8% | Reduced |
| Eqis Capital Management, Inc. | 1,171 | $402.0K | 0.03% | +34+3.0% | Added |
| Silvant Capital Management LLC | 1,193 | $410.0K | 0.06% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 1,212 | $416.0K | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,244 | $428.0K | 0.00% | −18−1.4% | Reduced |
| World Asset Management Inc | 1,273 | $437.0K | 0.04% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,291 | $443.0K | 0.06% | −471−26.7% | Reduced |
| M&T Bank Corp | 1,306 | $448.0K | 0.00% | +1,306 | New |
| Hanseatic Management Services Inc | 1,343 | $462.0K | 0.87% | +44+3.4% | Added |
| Captrust Financial Advisors | 1,384 | $476.0K | 0.00% | −1,352−49.4% | Reduced |
| NN Investment Partners Holdings N.V. | 1,407 | $484.0K | 0.00% | +1,407 | New |
| Virtu Financial LLC | 1,458 | $501.0K | 0.05% | −2,333−61.5% | Reduced |
| Shelton Capital Management | 1,500 | $515.0K | 0.02% | +165+12.4% | Added |
| Two Sigma Investments, LP | 1,500 | $515.0K | 0.00% | +1,500 | New |
| Utah Retirement Systems | 1,500 | $515.0K | 0.01% | +1,500 | New |
| First Hawaiian Bank | 1,513 | $520.0K | 0.02% | −896−37.2% | Reduced |
| Krane Funds Advisors LLC | 1,590 | $546.0K | 0.02% | −804−33.6% | Reduced |
| Fulton Bank, N.A. | 1,599 | $549.0K | 0.03% | +5+0.3% | Added |
| Engineers Gate Manager LP | 1,612 | $554.0K | 0.04% | +912+130.3% | Added |
| Regions Financial Corp | 1,676 | $576.0K | 0.00% | −61−3.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,701 | $585.0K | 0.07% | +1,701 | New |
| Paloma Partners Management Co | 1,808 | $621.0K | 0.02% | +1,288+247.7% | Added |
| Park Avenue Securities LLC | 1,821 | $626.0K | 0.01% | +44+2.5% | Added |
| Twinbeech Capital LP | 1,844 | $634.0K | 0.08% | +1,844 | New |
| Shell Asset Management Co | 1,915 | $658.0K | 0.01% | +1,915 | New |
| Marshall Wace, LLP | 1,923 | $661.0K | 0.00% | +1,346+233.3% | Added |
| Haverford Trust Co | 1,985 | $682.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,058 | $708.0K | 0.02% | −613−23.0% | Reduced |
| Pictet Asset Management Ltd | 2,064 | $709.0K | 0.00% | +64+3.2% | Added |
| Maryland State Retirement & Pension System | 2,100 | $720.0K | 0.02% | +2,100 | New |
| Michael B. Yongue | 2,094 | $720.0K | 0.53% | +2,094 | New |
| Y-Intercept (Hong Kong) Ltd | 2,104 | $723.0K | 0.18% | +2,104 | New |
| Echo Street Capital Management LLC | 2,224 | $764.0K | 0.01% | +2,224 | New |
| Kemnay Advisory Services Inc. | 2,255 | $775.0K | 0.09% | +2,255 | New |
| Mitsubishi UFJ Trust & Banking Corp | 2,359 | $791.0K | 0.00% | −132−5.3% | Reduced |
| Boston Private Wealth LLC | 2,304 | $791.0K | 0.01% | +574+33.2% | Added |
| ProShare Advisors LLC | 2,382 | $819.0K | 0.00% | −38,122−94.1% | Reduced |
| Illinois Municipal Retirement Fund | 2,390 | $821.0K | 0.03% | 00.0% | Unchanged |
| Outfitter Financial LLC | 2,520 | $866.0K | 0.66% | +2,520 | New |
| Walleye Trading LLC | 2,555 | $878.0K | 0.02% | −2,153−45.7% | Reduced |
| Campbell Newman Asset Management Inc | 2,562 | $880.0K | 0.09% | +130+5.3% | Added |
| Csenge Advisory Group | 2,550 | $901.0K | 0.08% | −101−3.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,720 | $935.0K | 0.01% | +139+5.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,762 | $949.0K | 0.00% | −219−7.3% | Reduced |
| Securian Asset Management, Inc | 2,790 | $959.0K | 0.02% | +200+7.7% | Added |
| Community Capital Management, Inc. | 2,800 | $962.0K | 0.97% | +800+40.0% | Added |
| Stephens Inc | 2,808 | $965.0K | 0.01% | +585+26.3% | Added |
| Commonwealth Equity Services, LLC | 2,941 | $1.01M | 0.00% | +1,072+57.4% | Added |
| Nomura Holdings Inc | 3,000 | $1.03M | 0.01% | +3,000 | New |
| Harvest Investment Services, LLC | 3,004 | $1.03M | 0.43% | +579+23.9% | Added |
| Quadrature Capital Ltd | 3,016 | $1.04M | 0.04% | +3,016 | New |
| Rafferty Asset Management, LLC | 3,030 | $1.04M | 0.01% | +1,192+64.9% | Added |
| Commerce Bank | 3,264 | $1.12M | 0.01% | −397−10.8% | Reduced |
| Simplex Trading, LLC | 3,356 | $1.15M | 0.04% | +1,123+50.3% | Added |
| Bank of Hawaii | 3,374 | $1.16M | 0.06% | +2,821+510.1% | Added |
| Group One Trading, L.P. | 3,400 | $1.17M | 0.02% | +3,400 | New |
| LPL Financial LLC | 3,409 | $1.17M | 0.00% | −172−4.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,416 | $1.17M | 0.00% | +2,840+493.1% | Added |
| US Bancorp | 3,443 | $1.18M | 0.00% | −2,115−38.1% | Reduced |
| Stifel Financial Corp | 3,469 | $1.19M | 0.00% | −4,699−57.5% | Reduced |
| Exchange Traded Concepts, LLC | 3,493 | $1.20M | 0.04% | +3,252+1,349.4% | Added |
| Cna Financial Corp | 3,559 | $1.22M | 0.35% | −140−3.8% | Reduced |
| Public Employees Retirement Association of Colorado | 3,656 | $1.26M | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 3,724 | $1.28M | 0.02% | +770+26.1% | Added |
| Moore Capital Management, LP | 3,750 | $1.29M | 0.02% | −250−6.3% | Reduced |
| Renaissance Group LLC | 3,766 | $1.29M | 0.05% | −38−1.0% | Reduced |
| Teacher Retirement System of Texas | 3,812 | $1.31M | 0.01% | +833+28.0% | Added |
| Johnson Investment Counsel Inc | 3,825 | $1.31M | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,848 | $1.32M | 0.03% | +90+2.4% | Added |
| Janus Henderson Group PLC | 3,853 | $1.32M | 0.00% | −435−10.1% | Reduced |
| Duality Advisers, LP | 3,884 | $1.33M | 0.12% | −1,972−33.7% | Reduced |
| Schroder Investment Management Group | 3,935 | $1.35M | 0.00% | +322+8.9% | Added |
| The PNC Financial Services Group, Inc. | 3,953 | $1.36M | 0.00% | −221−5.3% | Reduced |
| K.J. Harrison & Partners Inc | 4,000 | $1.38M | 0.20% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,035 | $1.39M | 0.00% | −6,741−62.6% | Reduced |
| Allianz Asset Management GmbH | 4,043 | $1.39M | 0.00% | −457−10.2% | Reduced |
| STRS Ohio | 4,292 | $1.47M | 0.01% | −2,608−37.8% | Reduced |
| PEAK6 Investments LLC | 4,355 | $1.50M | 0.04% | +28+0.6% | Added |
| State of Wisconsin Investment Board | 4,355 | $1.50M | 0.00% | +3,455+383.9% | Added |
| Dynamic Technology Lab Private Ltd | 4,405 | $1.51M | 0.15% | +3,333+310.9% | Added |
| Advisor Group Holdings, Inc. | 4,461 | $1.53M | 0.00% | +2,159+93.8% | Added |
| Handelsbanken Fonder AB | 4,558 | $1.57M | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,580 | $1.57M | 0.06% | +2,738+148.6% | Added |
| People's United Financial, Inc. | 4,616 | $1.59M | 0.04% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 4,621 | $1.59M | 0.02% | +448+10.7% | Added |
| Pacer Advisors, Inc. | 4,633 | $1.59M | 0.02% | +1,646+55.1% | Added |
| Mercer Global Advisors Inc | 4,649 | $1.60M | 0.01% | +3,449+287.4% | Added |