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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 924 | $318.0K | 0.04% | +28+3.1% | Added |
| FDx Advisors, Inc. | 922 | $317.0K | 0.01% | +350+61.2% | Added |
| Northwestern Mutual Wealth Management Co | 887 | $305.0K | 0.00% | +30+3.5% | Added |
| First Citizens Bank & Trust Co | 860 | $296.0K | 0.01% | −356−29.3% | Reduced |
| Centiva Capital, LP | 860 | $296.0K | 0.02% | +860 | New |
| O'Shaughnessy Asset Management, LLC | 847 | $291.0K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 837 | $288.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 828 | $284.0K | 0.01% | +148+21.8% | Added |
| IBM Retirement Fund | 827 | $284.0K | 0.02% | +827 | New |
| Laurion Capital Management LP | 806 | $277.0K | 0.00% | +806 | New |
| Factorial Partners, LLC | 800 | $275.0K | 0.19% | −1,800−69.2% | 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 |
| Panagora Asset Management Inc | 770 | $265.0K | 0.00% | −391−33.7% | Reduced |
| Nisa Investment Advisors, LLC | 760 | $261.0K | 0.00% | −235−23.6% | Reduced |
| Blair William & Co | 757 | $260.0K | 0.00% | −263−25.8% | Reduced |
| Jump Financial, LLC | 745 | $256.0K | 0.02% | +745 | New |
| Arden Trust Co | 741 | $254.0K | 0.04% | −25−3.3% | Reduced |
| Moody Aldrich Partners LLC | 717 | $246.0K | 0.03% | −12,217−94.5% | Reduced |
| Hexavest Inc. | 712 | $245.0K | 0.01% | 00.0% | Unchanged |
| Origin Asset Management LLP | 698 | $240.0K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 694 | $238.0K | 0.01% | +694 | New |
| Prudent Man Advisors, LLC | 689 | $237.0K | 0.09% | −131−16.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 683 | $233.0K | 0.09% | −1−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 675 | $232.0K | 0.01% | −295−30.4% | Reduced |
| HighTower Advisors, LLC | 652 | $226.0K | 0.00% | +82+14.4% | Added |
| 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 |
| Weld Capital Management LLC | 627 | $215.0K | 0.22% | +627 | New |
| Lakeview Capital Partners, LLC | 622 | $214.0K | 0.09% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 612 | $210.0K | 0.00% | −3−0.5% | Reduced |
| BTC Capital Management, Inc. | 597 | $205.0K | 0.02% | −125−17.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 595 | $204.0K | 0.00% | +52+9.6% | Added |
| Edgestream Partners, L.P. | 590 | $203.0K | 0.01% | +590 | New |
| Lombard Odier Asset Management (USA) Corp | 588 | $202.0K | 0.04% | +588 | New |
| Eaton Vance Management | 573 | $197.0K | 0.00% | −73,356−99.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 532 | $183.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 487 | $167.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 389 | $137.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 322 | $119.0K | 0.03% | −3−0.9% | Reduced |
| Ellis Investment Partners, LLC | 325 | $111.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 316 | $109.0K | 0.07% | +316 | New |
| IFP Advisors, Inc | 325 | $107.0K | 0.00% | −8−2.4% | 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 |
| Assetmark, Inc | 295 | $101.0K | 0.00% | −7−2.3% | Reduced |
| Twin Tree Management, LP | 287 | $99.0K | 0.00% | −2,767−90.6% | Reduced |
| First Mercantile Trust Co | 274 | $94.0K | 0.01% | −170−38.3% | Reduced |
| Leonteq Securities AG | 201 | $69.1K | 0.01% | +153+318.8% | Added |
| First Horizon Advisors, Inc. | 203 | $69.0K | 0.00% | −38−15.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 200 | $69.0K | 0.00% | +200 | New |
| Contravisory Investment Management, Inc. | 182 | $63.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 180 | $62.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 175 | $60.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Sandy Spring Bank | 150 | $52.0K | 0.00% | +150 | New |
| Patriot Financial Group Insurance Agency, LLC | 142 | $49.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 137 | $47.1K | 0.00% | −12−8.1% | Reduced |
| Private Capital Group, LLC | 137 | $47.0K | 0.01% | −5−3.5% | Reduced |
| CWM, LLC | 130 | $45.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 100 | $36.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $34.0K | 0.03% | +100 | New |
| Fifth Third Bancorp | 96 | $33.0K | 0.00% | +16+20.0% | Added |
| Tobam | 93 | $32.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 86 | $29.0K | 0.00% | +66+330.0% | Added |
| 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 |
| Plante Moran Financial Advisors, LLC | 77 | $26.0K | 0.01% | −25−24.5% | Reduced |
| Lee Financial Co | 70 | $24.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 69 | $24.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 68 | $23.0K | 0.00% | −16−19.0% | Reduced |
| 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 |
| Berman Capital Advisors, LLC | 52 | $17.0K | 0.00% | +49+1,633.3% | Added |
| JJJ Advisors Inc. | 45 | $15.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 45 | $15.0K | 0.01% | +45 | New |
| Steward Partners Investment Advisory, LLC | 37 | $13.0K | 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 |
| Institutional & Family Asset Management, LLC | 25 | $9.00K | 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 |
| Smithfield Trust Co | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 16 | $5.50K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 14 | $5.00K | 0.00% | −1−6.7% | Reduced |
| 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 |
| 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 |
| Trustcore Financial Services, LLC | 6 | $2.00K | 0.00% | +6 | New |