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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.

Q4 2021 vs. Q3 2021

How the institutions holding Lithia Motors Inc changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of LAD: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders4233430+10
Shares28.0M72.9K27.3M−659.3K (−2.4%)
Value$8.88B$23.1M$8.10B−$760.8M (−8.6%)

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (77)

Institutions that held Lithia Motors Inc at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to LAD in Q4 2021
InstitutionSharesValue% of portfolio
MFN Partners Management, LP525,271$156.0M6.13%
Assenagon Asset Management S.A.87,653$26.0M0.10%
MUFG Securities EMEA plc58,000$17.2M0.36%
Hampton Road Capital Management LP49,717$14.8M5.17%
Beck Bode, LLC44,011$13.1M3.27%
Allspring Global Investments Holdings, LLC39,661$11.8M0.01%
Winmill & Co. Inc20,900$6.21M1.79%
Soviero Asset Management, LP20,000$5.94M1.40%
Highland Capital Management, LLC18,700$5.55M0.31%
Yousif Capital Management, LLC16,310$4.84M0.05%
Ellsworth Advisors, LLC12,508$3.71M1.37%
Taika Capital, LP10,300$3.07M2.42%
Holocene Advisors, LP9,360$2.78M0.01%
Quadrature Capital Ltd8,933$2.65M0.14%
CIBC World Markets Inc.8,343$2.48M0.01%
Sumitomo Mitsui DS Asset Management Company, Ltd7,793$2.31M0.05%
Paloma Partners Management Co7,306$2.17M0.07%
Metatron Capital SICAV plc6,440$1.91M1.82%
LRT Capital Management, LLC5,995$1.78M1.35%
Sumitomo Life Insurance Co5,715$1.70M0.04%
Alpha DNA Investment Management LLC5,211$1.55M0.99%
Aigen Investment Management, LP4,987$1.43M0.09%
Polianta Ltd4,500$1.34M0.58%
Wexford Capital LP4,000$1.19M0.12%
Waldron Private Wealth LLC3,881$1.15M0.06%
Ashton Thomas Private Wealth, LLC3,543$1.05M0.10%
First Eagle Investment Management, LLC3,100$921.0K0.00%
CenterBook Partners LP15,542$915.0K0.54%
Duality Advisers, LP3,015$895.0K0.10%
AE Wealth Management LLC2,703$803.0K0.01%
Cetera Advisors LLC2,543$755.0K0.02%
Alpine Global Management, LLC2,241$665.0K0.10%
Cetera Advisor Networks LLC2,043$607.0K0.01%
Y-Intercept (Hong Kong) Ltd1,980$588.0K0.14%
XTX Topco Ltd1,854$551.0K0.31%
Ergoteles LLC1,850$549.0K0.02%
Laurel Wealth Advisors, Inc.1,833$545.0K0.04%
Gotham Asset Management, LLC1,629$484.0K0.02%
Graham Capital Management, L.P.1,615$479.0K0.03%
Quantamental Technologies LLC1,528$454.0K0.23%
Versor Investments LP1,500$445.0K0.01%
Verition Fund Management LLC1,323$393.0K0.00%
BTC Capital Management, Inc.1,217$362.0K0.04%
Brown Advisory Inc1,018$302.0K0.00%
YorkBridge Wealth Partners, LLC943$280.0K0.06%
Delphia (USA) Inc.884$262.0K0.28%
Janney Montgomery Scott LLC850$252.0K0.00%
Petrus Trust Company, LTA831$247.0K0.03%
Ontario Teachers Pension Plan Board779$231.0K0.00%
Modera Wealth Management, LLC750$223.0K0.01%
Altshuler Shaham Ltd528$157.0K0.00%
DekaBank Deutsche Girozentrale400$117.0K0.00%
Covestor Ltd190$57.0K0.08%
CWM, LLC156$46.0K0.00%
National Bank of Canada96$29.0K0.00%
Signet Financial Management, LLC67$20.0K0.00%
Macroview Investment Management LLC61$18.0K0.02%
Washington Trust Advisors, Inc.55$16.0K0.00%
Snowden Capital Advisors LLC57$16.0K0.00%
Investment Research & Advisory Group, Inc.32$10.0K0.01%
Cassady Schiller Wealth Management, LLC31$9.00K0.01%
Fortitude Advisory Group L.L.C.28$8.00K0.00%
Blue Bell Private Wealth Management, LLC14$4.00K0.00%
Spire Wealth Management12$4.00K0.00%
Umb Bank N A11$3.00K0.00%
Confluence Wealth Services, Inc.12$3.00K0.00%
JFS Wealth Advisors, LLC8$2.00K0.00%
Surevest, LLC8$2.00K0.00%
McDonald Partners LLC4$1.19K0.00%
Absolute Capital Management, LLC4$1.19K0.00%
Cambridge Trust Co2$1.00K0.00%
CVA Family Office, LLC5$1.00K0.00%
Schubert & Co5$1.00K0.00%
CoreCap Advisors, LLC2$1.00K0.00%
Sutton Wealth Advisors Inc.3$8910.00%
Capital Advisors, Ltd. LLC1$00.00%
Mach-1 Financial Group, Inc.2$00.00%

Sold out (67)

Institutions that held Lithia Motors Inc at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of LAD in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Sachem Head Capital Management LP422,800$134.0M
140 Summer Partners LP154,257$48.9M
Owl Creek Asset Management, L.P.130,361$41.3M
PointState Capital LP118,574$37.6M
Adage Capital Partners GP, L.L.C.100,000$31.7M
Impala Asset Management LLC84,349$26.7M
Kingdon Capital Management, L.L.C.78,408$24.9M
Cartenna Capital, LP37,550$11.9M
Lonestar Capital Management LLC36,000$11.4M
Channing Capital Management, LLC32,975$10.5M
Driehaus Capital Management LLC23,882$7.57M
Susquehanna International Group, LLP22,869$7.25M
Six Columns Capital, LP20,000$6.34M
Wolverine Asset Management LLC20,000$6.34M
Blueshift Asset Management, LLC11,335$3.59M
M&G Investment Management Ltd11,257$3.57M
Moon Capital Management LP9,588$3.04M
Twinbeech Capital LP9,559$3.03M
Jefferies Group LLC8,406$2.67M
Dynamic Technology Lab Private Ltd7,219$2.29M
Bridgeway Capital Management, LLC6,500$2.06M
Group One Trading, L.P.6,332$2.01M
Trexquant Investment LP6,207$1.97M
Monument Capital Management6,177$1.96M
Tudor Investment Corp Et Al5,954$1.89M
Edgestream Partners, L.P.5,944$1.88M
Chartwell Investment Partners, LLC5,566$1.76M
Phoenix Holdings Ltd.4,574$1.58M
STRS Ohio4,258$1.35M
Gyon Technologies Capital Management, LP4,159$1.32M
Walleye Capital LLC4,119$1.31M
Centiva Capital, LP3,591$1.14M
Mirae Asset Global Investments Co., Ltd.3,412$1.08M
Boothbay Fund Management, LLC3,307$1.05M
Point72 Hong Kong Ltd3,194$1.01M
Boston Private Wealth LLC3,162$1.00M
Paragon Advisors, LLC2,954$937.0K
Gsa Capital Partners LLP2,757$874.0K
Atom Investors LP2,696$855.0K
Virtu Financial LLC1,895$601.0K
Kemnay Advisory Services Inc.1,632$517.0K
Moore Capital Management, LP1,500$476.0K
JustInvest LLC1,336$424.0K
Sheets Smith Wealth Management1,212$384.0K
Mirabella Financial Services LLP1,195$379.0K
Kestra Private Wealth Services, LLC1,118$354.0K
Balasa Dinverno & Foltz LLC891$282.0K
IBM Retirement Fund827$262.0K
Bridgefront Capital, LLC763$242.0K
Levin Capital Strategies, L.P.700$222.0K
Banque Cantonale Vaudoise701$222.0K
Walkner Condon Financial Advisors LLC685$217.0K
Toroso Investments, LLC663$210.0K
Golden State Wealth Management, LLC655$208.0K
Keudell/Morrison Wealth Management634$201.0K
Arkadios Wealth Advisors302$95.0K
Cullen/Frost Bankers, Inc.200$63.0K
O'Shaughnessy Asset Management, LLC193$61.0K
American National Bank100$32.0K
Tobam93$29.0K
Clearstead Advisors, LLC62$20.0K
Jacobi Capital Management LLC54$17.0K
Solstein Capital, LLC30$10.0K
Global Retirement Partners, LLC28$9.00K
Ellevest, Inc.10$3.00K
Consolidated Planning Corp5$2.00K
Harbour Investments, Inc.4$1.00K

Not filed for Q4 2021 yet (3)

Institutions that held Lithia Motors Inc at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LAD in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace North America L.P.71,527$22.7M
World Asset Management Inc1,266$401.0K
Berman Capital Advisors, LLC98$31.0K