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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 1,212 | $384.0K | 0.05% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,195 | $379.0K | 0.05% | +1,195 | New |
| Silvant Capital Management LLC | 1,193 | $378.0K | 0.07% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,142 | $362.0K | 0.01% | −1,413−55.3% | Reduced |
| Alps Advisors Inc | 1,138 | $361.0K | 0.00% | +301+36.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,130 | $358.0K | 0.00% | +1,130 | New |
| Kestra Private Wealth Services, LLC | 1,118 | $354.0K | 0.02% | +177+18.8% | Added |
| Wellington Management Group LLP | 1,082 | $343.0K | 0.00% | −69,334−98.5% | Reduced |
| Baird Financial Group, Inc. | 1,064 | $337.0K | 0.00% | +1,064 | New |
| FDx Advisors, Inc. | 1,061 | $336.0K | 0.01% | +139+15.1% | Added |
| Echo Street Capital Management LLC | 1,056 | $335.0K | 0.00% | −1,168−52.5% | Reduced |
| Connors Investor Services Inc | 1,055 | $334.0K | 0.04% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,050 | $332.0K | 0.04% | −241−18.7% | Reduced |
| First Citizens Bank & Trust Co | 1,037 | $329.0K | 0.02% | +177+20.6% | Added |
| Moody Aldrich Partners LLC | 1,034 | $328.0K | 0.04% | +317+44.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,000 | $317.0K | 0.13% | +1,000 | New |
| Cigna Investments Inc | 999 | $316.0K | 0.02% | 00.0% | Unchanged |
| Navellier & Associates Inc | 964 | $306.0K | 0.05% | −40−4.0% | Reduced |
| Rice Hall James & Associates, LLC | 954 | $302.0K | 0.01% | 00.0% | Unchanged |
| Burney Co | 952 | $302.0K | 0.01% | +952 | New |
| Cambridge Investment Research Advisors, Inc. | 908 | $288.0K | 0.00% | +313+52.6% | Added |
| Factorial Partners, LLC | 900 | $285.0K | 0.19% | +100+12.5% | Added |
| Balasa Dinverno & Foltz LLC | 891 | $282.0K | 0.02% | −71−7.4% | Reduced |
| Raymond James Trust N.A. | 874 | $278.0K | 0.01% | +46+5.6% | Added |
| HighTower Advisors, LLC | 867 | $276.0K | 0.00% | +215+33.0% | Added |
| IBM Retirement Fund | 827 | $262.0K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 783 | $248.0K | 0.01% | +783 | New |
| Panagora Asset Management Inc | 770 | $244.0K | 0.00% | 00.0% | Unchanged |
| Arden Trust Co | 766 | $243.0K | 0.04% | +25+3.4% | Added |
| Hallmark Capital Management Inc | 768 | $243.0K | 0.02% | +768 | New |
| Bridgefront Capital, LLC | 763 | $242.0K | 0.25% | −238−23.8% | Reduced |
| Nisa Investment Advisors, LLC | 760 | $241.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 743 | $235.0K | 0.00% | −144−16.2% | 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 |
| Veritable, L.P. | 716 | $227.0K | 0.00% | −64−8.2% | Reduced |
| Levin Capital Strategies, L.P. | 700 | $222.0K | 0.02% | +700 | New |
| Banque Cantonale Vaudoise | 701 | $222.0K | 0.01% | +701 | New |
| Origin Asset Management LLP | 698 | $221.0K | 0.05% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 685 | $217.0K | 0.11% | +2+0.3% | Added |
| 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 |
| Fox Run Management, L.L.C. | 670 | $212.0K | 0.13% | +670 | New |
| Toroso Investments, LLC | 663 | $210.0K | 0.01% | +663 | New |
| CWM Advisors, LLC | 660 | $209.0K | 0.03% | −264−28.6% | Reduced |
| Golden State Wealth Management, LLC | 655 | $208.0K | 0.05% | +655 | New |
| Keudell/Morrison Wealth Management | 634 | $201.0K | 0.09% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 508 | $161.0K | 0.04% | +186+57.8% | Added |
| IFP Advisors, Inc | 490 | $156.0K | 0.00% | +165+50.8% | Added |
| Lazard Asset Management LLC | 445 | $141.0K | 0.00% | −42−8.6% | Reduced |
| American Portfolios Advisors | 368 | $116.7K | 0.00% | +231+168.6% | Added |
| Ellis Investment Partners, LLC | 325 | $103.0K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 302 | $95.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $95.0K | 0.06% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 14,049 | $90.0K | 1.09% | +120+0.9% | Added |
| Leonteq Securities AG | 281 | $89.1K | 0.00% | +80+39.8% | Added |
| Assetmark, Inc | 280 | $89.0K | 0.00% | −15−5.1% | Reduced |
| Dark Forest Capital Management LP | 282 | $89.0K | 0.03% | +282 | New |
| First Horizon Advisors, Inc. | 236 | $74.0K | 0.00% | +33+16.3% | Added |
| State of Wyoming | 222 | $70.0K | 0.04% | −94−29.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 200 | $63.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 194 | $62.0K | 0.01% | +38+24.4% | Added |
| O'Shaughnessy Asset Management, LLC | 193 | $61.0K | 0.00% | −654−77.2% | Reduced |
| Contravisory Investment Management, Inc. | 182 | $58.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 180 | $57.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 175 | $55.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 161 | $51.0K | 0.01% | −228−58.6% | Reduced |
| Vestcor Inc | 156 | $49.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 150 | $48.0K | 0.01% | +8+5.6% | Added |
| Private Capital Group, LLC | 137 | $43.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 135 | $43.0K | 0.00% | +39+40.6% | Added |
| Stonebridge Financial Planning Group, LLC | 100 | $33.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $32.0K | 0.03% | 00.0% | Unchanged |
| American National Bank | 100 | $32.0K | 0.01% | +100 | New |
| Berman Capital Advisors, LLC | 98 | $31.0K | 0.00% | +46+88.5% | Added |
| Tobam | 93 | $29.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 92 | $29.0K | 0.00% | +8+9.5% | Added |
| Eaton Vance Management | 421 | $28.0K | 0.00% | −152−26.5% | Reduced |
| Rockefeller Capital Management L.P. | 86 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 82 | $26.0K | 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 |
| 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 |
| Clearstead Advisors, LLC | 62 | $20.0K | 0.00% | +62 | New |
| 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 |
| West Branch Capital LLC | 45 | $14.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 37 | $12.0K | 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 |
| Global Retirement Partners, LLC | 28 | $9.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ancora Advisors, LLC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 21 | $7.00K | 0.00% | +21 | New |