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 |
|---|---|---|---|---|---|
| Petrus Trust Company, LTA | 831 | $247.0K | 0.03% | +831 | New |
| Janney Montgomery Scott LLC | 850 | $252.0K | 0.00% | +850 | New |
| CWM Advisors, LLC | 852 | $253.0K | 0.03% | +192+29.1% | Added |
| Delphia (USA) Inc. | 884 | $262.0K | 0.28% | +884 | New |
| Redwood Investments, LLC | 886 | $263.0K | 0.02% | −45,476−98.1% | Reduced |
| Raymond James Trust N.A. | 893 | $265.0K | 0.01% | +19+2.2% | Added |
| Hallmark Capital Management Inc | 895 | $266.0K | 0.02% | +127+16.5% | Added |
| YorkBridge Wealth Partners, LLC | 943 | $280.0K | 0.06% | +943 | New |
| FourThought Financial, LLC | 954 | $283.0K | 0.04% | −96−9.1% | Reduced |
| Navellier & Associates Inc | 953 | $283.0K | 0.04% | −11−1.1% | Reduced |
| Rice Hall James & Associates, LLC | 954 | $283.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 988 | $293.0K | 0.01% | −3,968−80.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 990 | $294.0K | 0.00% | +247+33.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,000 | $297.0K | 0.13% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,018 | $302.0K | 0.00% | +1,018 | New |
| Moody Aldrich Partners LLC | 1,019 | $303.0K | 0.04% | −15−1.5% | Reduced |
| New York Life Investments Alternatives | 1,036 | $308.0K | 0.21% | −855−45.2% | Reduced |
| Engineers Gate Manager LP | 1,055 | $313.0K | 0.01% | −5,975−85.0% | Reduced |
| Connors Investor Services Inc | 1,055 | $313.0K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,076 | $320.0K | 0.01% | +39+3.8% | Added |
| Captrust Financial Advisors | 1,083 | $321.0K | 0.00% | −314−22.5% | Reduced |
| Baird Financial Group, Inc. | 1,096 | $325.0K | 0.00% | +32+3.0% | Added |
| Coldstream Capital Management Inc | 1,094 | $325.0K | 0.01% | +69+6.7% | Added |
| Campbell & CO Investment Adviser LLC | 1,100 | $327.0K | 0.11% | −1,500−57.7% | Reduced |
| Silvant Capital Management LLC | 1,121 | $333.0K | 0.06% | −72−6.0% | Reduced |
| Prelude Capital Management, LLC | 1,133 | $336.0K | 0.02% | −299−20.9% | Reduced |
| Alps Advisors Inc | 1,162 | $345.0K | 0.00% | +24+2.1% | Added |
| Fox Run Management, L.L.C. | 1,179 | $350.0K | 0.21% | +509+76.0% | Added |
| M&T Bank Corp | 1,211 | $360.0K | 0.00% | −10−0.8% | Reduced |
| BTC Capital Management, Inc. | 1,217 | $362.0K | 0.04% | +1,217 | New |
| CIBC Asset Management Inc | 1,277 | $379.0K | 0.00% | +41+3.3% | Added |
| Burney Co | 1,277 | $379.0K | 0.02% | +325+34.1% | Added |
| Wolverine Trading, LLC | 1,284 | $382.0K | 0.01% | −1,473−53.4% | Reduced |
| D.A. Davidson & Co. | 1,291 | $383.0K | 0.00% | +67+5.5% | Added |
| Eqis Capital Management, Inc. | 1,324 | $393.0K | 0.03% | +20+1.5% | Added |
| Verition Fund Management LLC | 1,323 | $393.0K | 0.00% | +1,323 | New |
| MML Investors Services, LLC | 1,355 | $402.0K | 0.00% | +22+1.7% | Added |
| Veritable, L.P. | 1,359 | $404.0K | 0.01% | +643+89.8% | Added |
| Empirical Finance, LLC | 1,372 | $407.0K | 0.05% | −426−23.7% | Reduced |
| Deutsche Bank AG | 1,379 | $409.0K | 0.00% | −4,082−74.7% | Reduced |
| Haverford Trust Co | 1,380 | $410.0K | 0.00% | −120−8.0% | Reduced |
| Acadian Asset Management LLC | 1,387 | $411.0K | 0.00% | −8,123−85.4% | Reduced |
| Shelton Capital Management | 1,500 | $445.0K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 1,500 | $445.0K | 0.01% | +1,500 | New |
| HRT Financial LP | 1,503 | $446.0K | 0.00% | −7,219−82.8% | Reduced |
| Quantamental Technologies LLC | 1,528 | $454.0K | 0.23% | +1,528 | New |
| Stephens Inc | 1,586 | $471.0K | 0.01% | −601−27.5% | Reduced |
| Graham Capital Management, L.P. | 1,615 | $479.0K | 0.03% | +1,615 | New |
| Regions Financial Corp | 1,627 | $484.0K | 0.00% | −31−1.9% | Reduced |
| Gotham Asset Management, LLC | 1,629 | $484.0K | 0.02% | +1,629 | New |
| Sciencast Management LP | 1,642 | $486.0K | 0.09% | −1,119−40.5% | Reduced |
| Wellington Management Group LLP | 1,709 | $507.0K | 0.00% | +627+57.9% | Added |
| Park Avenue Securities LLC | 1,715 | $509.0K | 0.01% | −237−12.1% | Reduced |
| Profund Advisors LLC | 1,713 | $509.0K | 0.02% | −132−7.2% | Reduced |
| FDx Advisors, Inc. | 1,821 | $541.0K | 0.01% | +760+71.6% | Added |
| Laurel Wealth Advisors, Inc. | 1,833 | $545.0K | 0.04% | +1,833 | New |
| Shell Asset Management Co | 1,840 | $546.0K | 0.01% | +5+0.3% | Added |
| Ergoteles LLC | 1,850 | $549.0K | 0.02% | +1,850 | New |
| XTX Topco Ltd | 1,854 | $551.0K | 0.31% | +1,854 | New |
| Pictet Asset Management SA | 1,890 | $561.0K | 0.00% | −174−8.4% | Reduced |
| Bank of Hawaii | 1,977 | $587.0K | 0.03% | −1,872−48.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,980 | $588.0K | 0.14% | +1,980 | New |
| Cetera Advisor Networks LLC | 2,043 | $607.0K | 0.01% | +2,043 | New |
| First Hawaiian Bank | 2,062 | $612.0K | 0.02% | +559+37.2% | Added |
| Kestra Advisory Services, LLC | 2,066 | $614.0K | 0.01% | −1,558−43.0% | Reduced |
| Fifth Third Bancorp | 2,097 | $623.0K | 0.00% | +1,962+1,453.3% | Added |
| Maryland State Retirement & Pension System | 2,100 | $624.0K | 0.02% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 2,137 | $635.0K | 0.00% | +1,081+102.4% | Added |
| Fortis Capital Management LLC | 2,176 | $646.0K | 0.34% | −5,487−71.6% | Reduced |
| PDT Partners, LLC | 2,193 | $651.0K | 0.05% | −507−18.8% | Reduced |
| Factorial Partners, LLC | 2,200 | $653.0K | 0.43% | +1,300+144.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,208 | $656.0K | 0.00% | +1,300+143.2% | Added |
| Algert Global LLC | 2,224 | $660.0K | 0.08% | −100−4.3% | Reduced |
| Alpine Global Management, LLC | 2,241 | $665.0K | 0.10% | +2,241 | New |
| SG Americas Securities, LLC | 2,309 | $686.0K | 0.00% | −4,709−67.1% | Reduced |
| Bokf, NA | 2,320 | $689.0K | 0.01% | +206+9.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,391 | $710.0K | 0.00% | −68−2.8% | Reduced |
| Outfitter Financial LLC | 2,442 | $725.0K | 0.53% | −85−3.4% | Reduced |
| Commerce Bank | 2,444 | $725.0K | 0.00% | +30+1.2% | Added |
| Crossmark Global Holdings, Inc. | 2,528 | $751.0K | 0.02% | −1,280−33.6% | Reduced |
| Cetera Advisors LLC | 2,543 | $755.0K | 0.02% | +2,543 | New |
| Commonwealth Equity Services, LLC | 2,609 | $774.0K | 0.00% | −265−9.2% | Reduced |
| Michael B. Yongue | 2,607 | $774.0K | 0.52% | +70+2.8% | Added |
| Tower Research Capital LLC (TRC) | 2,613 | $776.0K | 0.01% | +270+11.5% | Added |
| Advisor Group Holdings, Inc. | 2,639 | $783.0K | 0.00% | −442−14.3% | Reduced |
| Bank of Montreal | 2,683 | $800.0K | 0.00% | −9,395−77.8% | Reduced |
| AE Wealth Management LLC | 2,703 | $803.0K | 0.01% | +2,703 | New |
| Campbell Newman Asset Management Inc | 2,754 | $818.0K | 0.07% | +53+2.0% | Added |
| Securian Asset Management, Inc | 2,790 | $828.0K | 0.02% | +100+3.7% | Added |
| Lazard Asset Management LLC | 2,813 | $835.0K | 0.00% | +2,368+532.1% | Added |
| US Bancorp | 2,835 | $843.0K | 0.00% | −720−20.3% | Reduced |
| ProShare Advisors LLC | 2,885 | $856.0K | 0.00% | +650+29.1% | Added |
| Duality Advisers, LP | 3,015 | $895.0K | 0.10% | +3,015 | New |
| Csenge Advisory Group | 2,550 | $901.0K | 0.08% | +51+2.0% | Added |
| CenterBook Partners LP | 15,542 | $915.0K | 0.54% | +15,542 | New |
| First Eagle Investment Management, LLC | 3,100 | $921.0K | 0.00% | +3,100 | New |
| Guggenheim Capital LLC | 3,117 | $926.0K | 0.00% | −4,035−56.4% | Reduced |
| Illinois Municipal Retirement Fund | 3,119 | $926.0K | 0.03% | +729+30.5% | Added |
| Pearl River Capital, LLC | 3,136 | $931.0K | 0.25% | +1,845+142.9% | Added |
| Cna Financial Corp | 3,249 | $965.0K | 0.25% | −80−2.4% | Reduced |