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 |
|---|---|---|---|---|---|
| Balasa Dinverno & Foltz LLC | 891 | $282.0K | 0.02% | −71−7.4% | Reduced |
| Factorial Partners, LLC | 900 | $285.0K | 0.19% | +100+12.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 908 | $288.0K | 0.00% | +313+52.6% | Added |
| Rice Hall James & Associates, LLC | 954 | $302.0K | 0.01% | 00.0% | Unchanged |
| Burney Co | 952 | $302.0K | 0.01% | +952 | New |
| Navellier & Associates Inc | 964 | $306.0K | 0.05% | −40−4.0% | Reduced |
| Cigna Investments Inc | 999 | $316.0K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,000 | $317.0K | 0.13% | +1,000 | New |
| Moody Aldrich Partners LLC | 1,034 | $328.0K | 0.04% | +317+44.2% | Added |
| First Citizens Bank & Trust Co | 1,037 | $329.0K | 0.02% | +177+20.6% | Added |
| FourThought Financial, LLC | 1,050 | $332.0K | 0.04% | −241−18.7% | Reduced |
| Connors Investor Services Inc | 1,055 | $334.0K | 0.04% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 1,056 | $335.0K | 0.00% | −1,168−52.5% | Reduced |
| FDx Advisors, Inc. | 1,061 | $336.0K | 0.01% | +139+15.1% | Added |
| Baird Financial Group, Inc. | 1,064 | $337.0K | 0.00% | +1,064 | New |
| Wellington Management Group LLP | 1,082 | $343.0K | 0.00% | −69,334−98.5% | Reduced |
| Kestra Private Wealth Services, LLC | 1,118 | $354.0K | 0.02% | +177+18.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,130 | $358.0K | 0.00% | +1,130 | New |
| Alps Advisors Inc | 1,138 | $361.0K | 0.00% | +301+36.0% | Added |
| Walleye Trading LLC | 1,142 | $362.0K | 0.01% | −1,413−55.3% | Reduced |
| Silvant Capital Management LLC | 1,193 | $378.0K | 0.07% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,195 | $379.0K | 0.05% | +1,195 | New |
| Sheets Smith Wealth Management | 1,212 | $384.0K | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 1,221 | $388.0K | 0.00% | −85−6.5% | Reduced |
| D.A. Davidson & Co. | 1,224 | $388.0K | 0.00% | +1,224 | New |
| NN Investment Partners Holdings N.V. | 1,237 | $392.0K | 0.00% | −170−12.1% | Reduced |
| CIBC Asset Management Inc | 1,236 | $392.0K | 0.00% | +229+22.7% | Added |
| World Asset Management Inc | 1,266 | $401.0K | 0.04% | −7−0.5% | Reduced |
| Pearl River Capital, LLC | 1,291 | $409.0K | 0.11% | +1,291 | New |
| Eqis Capital Management, Inc. | 1,304 | $413.0K | 0.03% | +133+11.4% | Added |
| MML Investors Services, LLC | 1,333 | $422.0K | 0.00% | +89+7.2% | Added |
| JustInvest LLC | 1,336 | $424.0K | 0.04% | +1,336 | New |
| Captrust Financial Advisors | 1,397 | $443.0K | 0.00% | +13+0.9% | Added |
| Prelude Capital Management, LLC | 1,432 | $454.0K | 0.02% | +738+106.3% | Added |
| Moore Capital Management, LP | 1,500 | $476.0K | 0.01% | −2,250−60.0% | Reduced |
| Haverford Trust Co | 1,500 | $476.0K | 0.01% | −485−24.4% | Reduced |
| Shelton Capital Management | 1,500 | $476.0K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,503 | $477.0K | 0.02% | −10−0.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 1,581 | $501.0K | 0.01% | +1,581 | New |
| Kemnay Advisory Services Inc. | 1,632 | $517.0K | 0.07% | −623−27.6% | Reduced |
| Regions Financial Corp | 1,658 | $526.0K | 0.00% | −18−1.1% | Reduced |
| Empirical Finance, LLC | 1,798 | $570.0K | 0.09% | +1,798 | New |
| Mount Yale Investment Advisors, LLC | 1,831 | $581.0K | 0.07% | +130+7.6% | Added |
| Shell Asset Management Co | 1,835 | $582.0K | 0.01% | −80−4.2% | Reduced |
| Profund Advisors LLC | 1,845 | $585.0K | 0.02% | −213−10.3% | Reduced |
| New York Life Investments Alternatives | 1,891 | $600.0K | 0.39% | +836+79.2% | Added |
| Virtu Financial LLC | 1,895 | $601.0K | 0.05% | +437+30.0% | Added |
| Park Avenue Securities LLC | 1,952 | $619.0K | 0.01% | +131+7.2% | Added |
| Pictet Asset Management SA | 2,064 | $654.0K | 0.00% | +2,064 | New |
| Bokf, NA | 2,114 | $670.0K | 0.01% | +2,114 | New |
| Stephens Inc | 2,187 | $693.0K | 0.01% | −621−22.1% | Reduced |
| Winton Group Ltd | 2,207 | $700.0K | 0.04% | +2,207 | New |
| ProShare Advisors LLC | 2,235 | $709.0K | 0.00% | −147−6.2% | Reduced |
| Maryland State Retirement & Pension System | 2,100 | $709.0K | 0.02% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 2,289 | $726.0K | 0.00% | −26,304−92.0% | Reduced |
| Algert Global LLC | 2,324 | $737.0K | 0.10% | +2,324 | New |
| Tower Research Capital LLC (TRC) | 2,343 | $743.0K | 0.02% | −6,602−73.8% | Reduced |
| Illinois Municipal Retirement Fund | 2,390 | $758.0K | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 2,414 | $765.0K | 0.01% | −850−26.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,459 | $780.0K | 0.00% | +100+4.2% | Added |
| Csenge Advisory Group | 2,499 | $794.0K | 0.07% | −51−2.0% | Reduced |
| Outfitter Financial LLC | 2,527 | $801.0K | 0.63% | +7+0.3% | Added |
| Michael B. Yongue | 2,537 | $804.0K | 0.59% | +443+21.2% | Added |
| Campbell & CO Investment Adviser LLC | 2,600 | $824.0K | 0.27% | +2,600 | New |
| Securian Asset Management, Inc | 2,690 | $853.0K | 0.02% | −100−3.6% | Reduced |
| Atom Investors LP | 2,696 | $855.0K | 0.17% | +2,696 | New |
| Campbell Newman Asset Management Inc | 2,701 | $856.0K | 0.09% | +139+5.4% | Added |
| PDT Partners, LLC | 2,700 | $856.0K | 0.06% | +2,700 | New |
| Gsa Capital Partners LLP | 2,757 | $874.0K | 0.09% | +2,757 | New |
| Commonwealth Equity Services, LLC | 2,874 | $911.0K | 0.00% | −67−2.3% | Reduced |
| Sciencast Management LP | 2,761 | $914.0K | 0.26% | +2,761 | New |
| Rafferty Asset Management, LLC | 2,885 | $915.0K | 0.01% | −145−4.8% | Reduced |
| Paragon Advisors, LLC | 2,954 | $937.0K | 0.45% | −3,607−55.0% | Reduced |
| Wolverine Trading, LLC | 2,757 | $953.0K | 0.02% | −2,717−49.6% | Reduced |
| Advisor Group Holdings, Inc. | 3,081 | $978.0K | 0.00% | −1,380−30.9% | Reduced |
| Community Capital Management, Inc. | 3,150 | $999.0K | 1.04% | +350+12.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,156 | $1.00M | 0.01% | +436+16.0% | Added |
| Boston Private Wealth LLC | 3,162 | $1.00M | 0.01% | +858+37.2% | Added |
| Point72 Hong Kong Ltd | 3,194 | $1.01M | 0.08% | +3,194 | New |
| Fulton Bank, N.A. | 3,245 | $1.03M | 0.05% | +1,646+102.9% | Added |
| Pacer Advisors, Inc. | 3,303 | $1.05M | 0.01% | −1,330−28.7% | Reduced |
| Boothbay Fund Management, LLC | 3,307 | $1.05M | 0.04% | −1,273−27.8% | Reduced |
| Cna Financial Corp | 3,329 | $1.05M | 0.29% | −230−6.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,412 | $1.08M | 0.00% | +650+23.5% | Added |
| PEAK6 Investments LLC | 3,481 | $1.10M | 0.02% | −874−20.1% | Reduced |
| US Bancorp | 3,555 | $1.13M | 0.00% | +112+3.3% | Added |
| Quantbot Technologies LP | 3,574 | $1.13M | 0.08% | −2,572−41.8% | Reduced |
| Centiva Capital, LP | 3,591 | $1.14M | 0.09% | +2,731+317.6% | Added |
| Kestra Advisory Services, LLC | 3,624 | $1.15M | 0.01% | +3,624 | New |
| Public Employees Retirement Association of Colorado | 3,656 | $1.16M | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 3,669 | $1.16M | 0.02% | −55−1.5% | Reduced |
| State of Wisconsin Investment Board | 3,686 | $1.17M | 0.00% | −669−15.4% | Reduced |
| Renaissance Group LLC | 3,765 | $1.19M | 0.05% | −10.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,808 | $1.21M | 0.03% | −40−1.0% | Reduced |
| Bank of Hawaii | 3,849 | $1.22M | 0.07% | +475+14.1% | Added |
| Harvest Investment Services, LLC | 3,922 | $1.24M | 0.51% | +918+30.6% | Added |
| LPL Financial LLC | 4,009 | $1.27M | 0.00% | +600+17.6% | Added |
| The PNC Financial Services Group, Inc. | 4,019 | $1.27M | 0.00% | +66+1.7% | Added |
| K.J. Harrison & Partners Inc | 4,000 | $1.27M | 0.19% | 00.0% | Unchanged |
| Toronto Dominion Bank | 4,100 | $1.30M | 0.00% | +4,100 | New |