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, Q4 2021
Institutional positions in Lithia Motors Inc as of Dec 31, 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
- 430
- +10 vs. Q3 2021
- Shares held
- 27.3M
- −659.3K (−2.4%) vs. Q3 2021
- Total value
- $8.10B
- −$760.8M (−8.6%) vs. Q3 2021
- New holders
- 77
- 145 more added
- Sold out
- 67
- 152 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,940,913 | $873.3M | 0.02% | +25,762+0.9% | Added |
| BlackRock Inc. | 2,673,130 | $793.8M | 0.02% | +24,009+0.9% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 2,351,068 | $698.1M | 15.32% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 1,009,919 | $299.9M | 0.95% | +718,639+246.7% | Added |
| Southpoint Capital Advisors LP | 850,000 | $252.4M | 4.84% | +60,000+7.6% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 791,084 | $234.9M | 0.68% | −12,388−1.5% | Reduced |
| State Street Corp | 778,522 | $231.2M | 0.01% | +14,390+1.9% | Added |
| Dimensional Fund Advisors LP | 755,616 | $224.4M | 0.07% | −55,326−6.8% | Reduced |
| Alliancebernstein L.P. | 720,275 | $213.9M | 0.08% | +1,657+0.2% | Added |
| Lyrical Asset Management LP | 707,965 | $210.2M | 2.82% | −54,726−7.2% | Reduced |
| Park West Asset Management LLC | 682,523 | $202.7M | 5.93% | +352,523+106.8% | Added |
| MFN Partners Management, LP | 525,271 | $156.0M | 6.13% | +525,271 | New |
| Geode Capital Management, LLC | 512,096 | $152.1M | 0.02% | +147,572+40.5% | Added |
| Neuberger Berman Group LLC | 461,763 | $137.1M | 0.11% | −20,450−4.2% | Reduced |
| Cardinal Capital Management LLC | 412,167 | $122.4M | 2.90% | +6,291+1.5% | Added |
| GW&K Investment Management, LLC | 379,579 | $112.7M | 0.94% | +9,463+2.6% | Added |
| FMR LLC | 377,704 | $112.2M | 0.01% | −400,812−51.5% | Reduced |
| Millennium Management LLC | 371,352 | $110.3M | 0.12% | +82,238+28.4% | Added |
| Bank of New York Mellon Corp | 322,648 | $95.8M | 0.02% | −7,879−2.4% | Reduced |
| Norges Bank | 321,946 | $95.6M | 0.02% | 00.0% | Unchanged |
| Tensile Capital Management LP | 315,045 | $93.6M | 11.25% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 304,130 | $90.3M | 0.01% | −5,590−1.8% | Reduced |
| Northern Trust Corp | 257,588 | $76.5M | 0.01% | −6,135−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 247,080 | $73.4M | 0.02% | +6,670+2.8% | Added |
| Fred Alger Management, LLC | 225,425 | $66.9M | 0.17% | −308,938−57.8% | Reduced |
| Invesco Ltd. | 207,971 | $61.8M | 0.01% | −430,257−67.4% | Reduced |
| Hawk Ridge Capital Management LP | 199,616 | $59.3M | 3.65% | +24,900+14.3% | Added |
| Simcoe Capital Management, LLC | 198,560 | $59.0M | 7.30% | +10,515+5.6% | Added |
| Goldman Sachs Group Inc | 194,941 | $57.9M | 0.01% | +81,257+71.5% | Added |
| Iridian Asset Management LLC | 164,544 | $48.9M | 3.08% | −91,418−35.7% | Reduced |
| Fiera Capital Corp | 162,354 | $48.2M | 0.11% | −4,871−2.9% | Reduced |
| Ameriprise Financial Inc | 158,260 | $47.0M | 0.01% | −12,314−7.2% | Reduced |
| D. E. Shaw & Co., Inc. | 154,658 | $45.9M | 0.06% | −8,629−5.3% | Reduced |
| Cooperman Leon G | 150,000 | $44.5M | 2.24% | +12,500+9.1% | Added |
| Chicago Capital, LLC | 148,986 | $44.2M | 1.65% | −13,782−8.5% | Reduced |
| Russell Investments Group, Ltd. | 147,805 | $43.9M | 0.07% | −8,097−5.2% | Reduced |
| AQR Capital Management LLC | 147,212 | $43.6M | 0.08% | +61,585+71.9% | Added |
| Tran Capital Management, L.P. | 138,175 | $41.0M | 3.28% | −16,475−10.7% | Reduced |
| Parametric Portfolio Associates LLC | 131,905 | $39.2M | 0.02% | −12,916−8.9% | Reduced |
| Wedge Capital Management L L P | 130,752 | $38.8M | 0.48% | +46,994+56.1% | Added |
| Voloridge Investment Management, LLC | 124,609 | $37.0M | 0.20% | +116,845+1,505.0% | Added |
| Clearbridge Investments, LLC | 117,710 | $35.0M | 0.02% | −685−0.6% | Reduced |
| Morgan Stanley | 115,365 | $34.3M | 0.00% | +32,383+39.0% | Added |
| Principal Financial Group Inc | 102,950 | $30.6M | 0.02% | −1,614−1.5% | Reduced |
| Thrivent Financial for Lutherans | 102,199 | $30.3M | 0.06% | −1,804−1.7% | Reduced |
| Franklin Resources Inc | 102,143 | $30.3M | 0.01% | −19,035−15.7% | Reduced |
| Manufacturers Life Insurance Company, The | 101,653 | $30.2M | 0.02% | +3,554+3.6% | Added |
| Bank of America Corp | 95,880 | $28.5M | 0.00% | +22,313+30.3% | Added |
| New York State Common Retirement Fund | 93,124 | $27.7M | 0.03% | −52,288−36.0% | Reduced |
| Granahan Investment Management Inc | 93,109 | $27.6M | 0.57% | −12,216−11.6% | Reduced |
| Marshall Wace, LLP | 91,734 | $27.2M | 0.05% | +59,207+182.0% | Added |
| Squarepoint Ops LLC | 89,092 | $26.5M | 0.13% | +66,859+300.7% | Added |
| Assenagon Asset Management S.A. | 87,653 | $26.0M | 0.10% | +87,653 | New |
| Man Group plc | 87,432 | $26.0M | 0.08% | +25,765+41.8% | Added |
| Rhumbline Advisers | 84,575 | $25.1M | 0.03% | +4,388+5.5% | Added |
| Nuveen Asset Management, LLC | 84,252 | $25.0M | 0.01% | −17,066−16.8% | Reduced |
| First Trust Advisors LP | 81,788 | $24.3M | 0.02% | +1,478+1.8% | Added |
| First Republic Investment Management, Inc. | 81,386 | $24.2M | 0.05% | −37,888−31.8% | Reduced |
| British Columbia Investment Management Corp | 80,148 | $23.8M | 0.13% | +22,148+38.2% | Added |
| Schonfeld Strategic Advisors LLC | 78,030 | $23.2M | 0.22% | +17,530+29.0% | Added |
| SEI Investments Co | 77,386 | $23.0M | 0.04% | +12,184+18.7% | Added |
| Intrinsic Edge Capital Management LLC | 77,586 | $23.0M | 1.73% | +40,939+111.7% | Added |
| Voya Investment Management LLC | 76,117 | $22.6M | 0.04% | +2,369+3.2% | Added |
| Davidson Kempner Capital Management LP | 73,882 | $21.9M | 0.33% | −42,311−36.4% | Reduced |
| UBS Group AG | 71,766 | $21.3M | 0.01% | +43,805+156.7% | Added |
| Retirement Systems of Alabama | 71,650 | $21.3M | 0.07% | +482+0.7% | Added |
| Susquehanna Fundamental Investments, LLC | 69,560 | $20.7M | 0.54% | −52,430−43.0% | Reduced |
| Kennedy Capital Management, Inc. | 67,494 | $20.0M | 0.42% | −1,957−2.8% | Reduced |
| Swiss National Bank | 66,600 | $19.8M | 0.01% | −200−0.3% | Reduced |
| Rothschild & Co Asset Management US Inc. | 66,190 | $19.7M | 0.23% | −1,754−2.6% | Reduced |
| Barclays PLC | 64,789 | $19.2M | 0.01% | +25,573+65.2% | Added |
| Legal & General Group Plc | 62,181 | $18.5M | 0.01% | −3,072−4.7% | Reduced |
| California Public Employees Retirement System | 61,976 | $18.4M | 0.01% | −2,751−4.3% | Reduced |
| Wells Fargo & Company | 59,767 | $17.7M | 0.00% | −255,653−81.1% | Reduced |
| MUFG Securities EMEA plc | 58,000 | $17.2M | 0.36% | +58,000 | New |
| American International Group, Inc. | 51,221 | $15.2M | 0.08% | −891−1.7% | Reduced |
| Hampton Road Capital Management LP | 49,717 | $14.8M | 5.17% | +49,717 | New |
| Smith, Graham & Co., Investment Advisors, LP | 44,879 | $13.3M | 1.33% | −3,657−7.5% | Reduced |
| Beck Bode, LLC | 44,011 | $13.1M | 3.27% | +44,011 | New |
| UBS Asset Management Americas Inc | 43,932 | $13.0M | 0.00% | −1,849−4.0% | Reduced |
| Logan Capital Management Inc | 43,658 | $13.0M | 0.56% | −3,576−7.6% | Reduced |
| Waratah Capital Advisors Ltd. | 42,369 | $12.6M | 0.58% | −18,100−29.9% | Reduced |
| California State Teachers Retirement System | 41,848 | $12.4M | 0.01% | −8,360−16.7% | Reduced |
| Macquarie Group Ltd | 40,514 | $12.0M | 0.01% | −55,057−57.6% | Reduced |
| New York State Teachers Retirement System | 39,969 | $11.9M | 0.02% | −33,060−45.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 39,661 | $11.8M | 0.01% | +39,661 | New |
| Victory Capital Management Inc | 39,602 | $11.8M | 0.01% | −31,846−44.6% | Reduced |
| Saya Management LP | 39,424 | $11.7M | 10.51% | +12,434+46.1% | Added |
| Punch & Associates Investment Management, Inc. | 39,041 | $11.6M | 0.61% | +226+0.6% | Added |
| Schroder Investment Management Group | 38,635 | $11.5M | 0.02% | +15,072+64.0% | Added |
| Ensign Peak Advisors, Inc | 38,088 | $11.3M | 0.02% | +8,210+27.5% | Added |
| Credit Suisse AG | 37,398 | $11.1M | 0.01% | +2,056+5.8% | Added |
| Putnam Investments LLC | 37,285 | $11.1M | 0.02% | +1,112+3.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 35,550 | $10.6M | 0.16% | −15,500−30.4% | Reduced |
| Pacer Advisors, Inc. | 35,334 | $10.5M | 0.11% | +32,031+969.8% | Added |
| Envestnet Asset Management Inc | 32,704 | $9.71M | 0.00% | −419−1.3% | Reduced |
| Hudson Bay Capital Management LP | 31,469 | $9.35M | 0.10% | +14,469+85.1% | Added |
| Boston Partners | 31,425 | $9.23M | 0.01% | +22+0.1% | Added |
| Epoch Investment Partners, Inc. | 30,416 | $9.03M | 0.05% | +28,127+1,228.8% | Added |
| Mutual of America Capital Management LLC | 29,615 | $8.79M | 0.09% | +404+1.4% | Added |