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, Q3 2021
Institutional positions in Lithia Motors Inc as of Sep 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
- 423
- +22 vs. Q2 2021
- Shares held
- 28.0M
- −435.1K (−1.5%) vs. Q2 2021
- Total value
- $8.88B
- −$893.5M (−9.1%) vs. Q2 2021
- New holders
- 59
- 151 more added
- Sold out
- 37
- 144 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Focused Wealth Management, Inc | 3 | $1.00K | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Parallel Advisors, LLC | 7 | $2.00K | 0.00% | −16−69.6% | Reduced |
| NEXT Financial Group, Inc | 6 | $2.00K | 0.00% | −5−45.5% | Reduced |
| Trustcore Financial Services, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 5 | $2.00K | 0.00% | +5 | New |
| Atlas Capital Advisors LLC | 9 | $2.85K | 0.00% | +9 | New |
| Bellevue Asset Management, LLC | 9 | $3.00K | 0.00% | −5−35.7% | Reduced |
| Meeder Asset Management Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Motco | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9 | $3.00K | 0.00% | +8+800.0% | Added |
| Ellevest, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Carroll Financial Associates, Inc. | 15 | $4.00K | 0.00% | −143−90.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 12 | $4.00K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 13 | $4.00K | 0.00% | +13 | New |
| Howe & Rusling Inc | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 16 | $5.07K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 21 | $7.00K | 0.00% | +21 | New |
| Institutional & Family Asset Management, LLC | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 28 | $9.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 30 | $10.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 37 | $12.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 45 | $14.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 54 | $17.0K | 0.00% | −3−5.3% | Reduced |
| JJJ Advisors Inc. | 54 | $17.0K | 0.01% | +9+20.0% | Added |
| Proequities, Inc. | 55 | $17.0K | 0.00% | +25+83.3% | Added |
| Jacobi Capital Management LLC | 54 | $17.0K | 0.00% | +42+350.0% | Added |
| Clearstead Advisors, LLC | 62 | $20.0K | 0.00% | +62 | New |
| Lee Financial Co | 70 | $22.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 69 | $22.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 68 | $22.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 77 | $24.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 75 | $24.0K | 0.00% | +75 | New |
| Quadrant Capital Group LLC | 82 | $26.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 86 | $27.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 421 | $28.0K | 0.00% | −152−26.5% | Reduced |
| Tobam | 93 | $29.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 92 | $29.0K | 0.00% | +8+9.5% | Added |
| Berman Capital Advisors, LLC | 98 | $31.0K | 0.00% | +46+88.5% | Added |
| Addison Advisors LLC | 100 | $32.0K | 0.03% | 00.0% | Unchanged |
| American National Bank | 100 | $32.0K | 0.01% | +100 | New |
| Stonebridge Financial Planning Group, LLC | 100 | $33.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 137 | $43.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 135 | $43.0K | 0.00% | +39+40.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 150 | $48.0K | 0.01% | +8+5.6% | Added |
| Vestcor Inc | 156 | $49.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 161 | $51.0K | 0.01% | −228−58.6% | Reduced |
| Charter Oak Capital Management, LLC | 175 | $55.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 180 | $57.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 182 | $58.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 193 | $61.0K | 0.00% | −654−77.2% | Reduced |
| Financial Management Professionals, Inc. | 194 | $62.0K | 0.01% | +38+24.4% | Added |
| Cullen/Frost Bankers, Inc. | 200 | $63.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 222 | $70.0K | 0.04% | −94−29.7% | Reduced |
| First Horizon Advisors, Inc. | 236 | $74.0K | 0.00% | +33+16.3% | Added |
| Assetmark, Inc | 280 | $89.0K | 0.00% | −15−5.1% | Reduced |
| Dark Forest Capital Management LP | 282 | $89.0K | 0.03% | +282 | New |
| Leonteq Securities AG | 281 | $89.1K | 0.00% | +80+39.8% | Added |
| Jackson Wealth Management, LLC | 14,049 | $90.0K | 1.09% | +120+0.9% | Added |
| Arkadios Wealth Advisors | 302 | $95.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $95.0K | 0.06% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 325 | $103.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 368 | $116.7K | 0.00% | +231+168.6% | Added |
| Lazard Asset Management LLC | 445 | $141.0K | 0.00% | −42−8.6% | Reduced |
| IFP Advisors, Inc | 490 | $156.0K | 0.00% | +165+50.8% | Added |
| Fieldpoint Private Securities, LLC | 508 | $161.0K | 0.04% | +186+57.8% | Added |
| Keudell/Morrison Wealth Management | 634 | $201.0K | 0.09% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 655 | $208.0K | 0.05% | +655 | New |
| CWM Advisors, LLC | 660 | $209.0K | 0.03% | −264−28.6% | Reduced |
| Toroso Investments, LLC | 663 | $210.0K | 0.01% | +663 | New |
| Fox Run Management, L.L.C. | 670 | $212.0K | 0.13% | +670 | New |
| Los Angeles Capital Management LLC | 676 | $214.0K | 0.00% | −4,703−87.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 675 | $214.0K | 0.01% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 685 | $217.0K | 0.11% | +2+0.3% | Added |
| Origin Asset Management LLP | 698 | $221.0K | 0.05% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 700 | $222.0K | 0.02% | +700 | New |
| Banque Cantonale Vaudoise | 701 | $222.0K | 0.01% | +701 | New |
| Veritable, L.P. | 716 | $227.0K | 0.00% | −64−8.2% | Reduced |
| Coldstream Capital Management Inc | 1,025 | $234.0K | 0.01% | +89+9.5% | Added |
| Blair William & Co | 737 | $234.0K | 0.00% | −20−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 743 | $235.0K | 0.00% | −144−16.2% | Reduced |
| Nisa Investment Advisors, LLC | 760 | $241.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 763 | $242.0K | 0.25% | −238−23.8% | Reduced |
| Arden Trust Co | 766 | $243.0K | 0.04% | +25+3.4% | Added |
| Hallmark Capital Management Inc | 768 | $243.0K | 0.02% | +768 | New |
| Panagora Asset Management Inc | 770 | $244.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 783 | $248.0K | 0.01% | +783 | New |
| IBM Retirement Fund | 827 | $262.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 867 | $276.0K | 0.00% | +215+33.0% | Added |
| Raymond James Trust N.A. | 874 | $278.0K | 0.01% | +46+5.6% | Added |