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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 3,343 | $993.0K | 0.01% | +458+15.9% | Added |
| Walleye Trading LLC | 3,399 | $1.01M | 0.02% | +2,257+197.6% | Added |
| Toronto Dominion Bank | 3,500 | $1.04M | 0.00% | −600−14.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,501 | $1.04M | 0.00% | −1,346−27.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,543 | $1.05M | 0.10% | +3,543 | New |
| State of Wisconsin Investment Board | 3,577 | $1.06M | 0.00% | −109−3.0% | Reduced |
| Xponance, Inc. | 3,604 | $1.07M | 0.02% | −65−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 3,656 | $1.09M | 0.00% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 3,838 | $1.14M | 0.48% | −84−2.1% | Reduced |
| Renaissance Group LLC | 3,877 | $1.15M | 0.05% | +112+3.0% | Added |
| Waldron Private Wealth LLC | 3,881 | $1.15M | 0.06% | +3,881 | New |
| Wexford Capital LP | 4,000 | $1.19M | 0.12% | +4,000 | New |
| K.J. Harrison & Partners Inc | 4,000 | $1.19M | 0.17% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,107 | $1.22M | 0.05% | +862+26.6% | Added |
| The PNC Financial Services Group, Inc. | 4,289 | $1.27M | 0.00% | +270+6.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,349 | $1.29M | 0.01% | +1,193+37.8% | Added |
| State of Alaska, Department of Revenue | 4,385 | $1.30M | 0.01% | −260−5.6% | Reduced |
| People's United Financial, Inc. | 4,431 | $1.32M | 0.03% | −115−2.5% | Reduced |
| American Century Companies Inc | 4,454 | $1.32M | 0.00% | −33,050−88.1% | Reduced |
| Handelsbanken Fonder AB | 4,458 | $1.32M | 0.01% | −100−2.2% | Reduced |
| Polianta Ltd | 4,500 | $1.34M | 0.58% | +4,500 | New |
| Stifel Financial Corp | 4,553 | $1.35M | 0.00% | +93+2.1% | Added |
| Quantbot Technologies LP | 4,563 | $1.35M | 0.11% | +989+27.7% | Added |
| Teachers Retirement System of the State of Kentucky | 4,673 | $1.39M | 0.01% | −200−4.1% | Reduced |
| Aigen Investment Management, LP | 4,987 | $1.43M | 0.09% | +4,987 | New |
| PEAK6 Investments LLC | 5,003 | $1.49M | 0.04% | +1,522+43.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,019 | $1.49M | 0.03% | +22+0.4% | Added |
| Alpha DNA Investment Management LLC | 5,211 | $1.55M | 0.99% | +5,211 | New |
| Mercer Global Advisors Inc | 5,236 | $1.55M | 0.01% | −9−0.2% | Reduced |
| Montag A & Associates Inc | 5,271 | $1.56M | 0.08% | −89−1.7% | Reduced |
| Utah Retirement Systems | 5,344 | $1.59M | 0.02% | +44+0.8% | Added |
| SeaCrest Wealth Management, LLC | 5,522 | $1.64M | 0.18% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,525 | $1.64M | 0.02% | −108−1.9% | Reduced |
| Federated Hermes, Inc. | 5,541 | $1.65M | 0.00% | −152−2.7% | Reduced |
| Sumitomo Life Insurance Co | 5,715 | $1.70M | 0.04% | +5,715 | New |
| Red Spruce Capital, LLC | 5,763 | $1.71M | 0.94% | +554+10.6% | Added |
| Teacher Retirement System of Texas | 5,852 | $1.74M | 0.01% | +999+20.6% | Added |
| Virginia Retirement Systems Et Al | 5,900 | $1.75M | 0.02% | +1,300+28.3% | Added |
| LRT Capital Management, LLC | 5,995 | $1.78M | 1.35% | +5,995 | New |
| Haverford Financial Services, Inc. | 6,029 | $1.79M | 0.41% | +875+17.0% | Added |
| NN Investment Partners Holdings N.V. | 6,052 | $1.80M | 0.01% | +4,815+389.2% | Added |
| New Mexico Educational Retirement Board | 6,200 | $1.84M | 0.06% | 00.0% | Unchanged |
| Shellback Capital, LP | 6,398 | $1.90M | 0.11% | 00.0% | Unchanged |
| Metatron Capital SICAV plc | 6,440 | $1.91M | 1.82% | +6,440 | New |
| Community Capital Management, Inc. | 6,700 | $1.98M | 2.12% | +3,550+112.7% | Added |
| Yorktown Management & Research Co Inc | 6,750 | $2.00M | 1.35% | +1,000+17.4% | Added |
| Bridgewater Associates, LP | 6,871 | $2.04M | 0.01% | −666−8.8% | Reduced |
| Avalon Investment & Advisory | 7,008 | $2.08M | 0.05% | −1,036−12.9% | Reduced |
| Allianz Asset Management GmbH | 7,115 | $2.11M | 0.00% | +2,904+69.0% | Added |
| Johnson Investment Counsel Inc | 7,157 | $2.13M | 0.03% | +2,432+51.5% | Added |
| Paloma Partners Management Co | 7,306 | $2.17M | 0.07% | +7,306 | New |
| NFJ Investment Group, LLC | 7,328 | $2.18M | 0.04% | −440−5.7% | Reduced |
| ExodusPoint Capital Management, LP | 7,581 | $2.25M | 0.03% | −8,815−53.8% | Reduced |
| Winton Group Ltd | 7,693 | $2.28M | 0.14% | +5,486+248.6% | Added |
| State of Michigan Retirement System | 7,700 | $2.29M | 0.01% | +100+1.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,793 | $2.31M | 0.05% | +7,793 | New |
| Louisiana State Employees Retirement System | 7,800 | $2.32M | 0.05% | +100+1.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,846 | $2.33M | 0.00% | +6,716+594.3% | Added |
| Ameritas Investment Partners, Inc. | 8,043 | $2.39M | 0.08% | 00.0% | Unchanged |
| Arizona State Retirement System | 8,142 | $2.42M | 0.02% | −90−1.1% | Reduced |
| LPL Financial LLC | 8,190 | $2.43M | 0.00% | +4,181+104.3% | Added |
| Hennessy Advisors Inc | 8,200 | $2.44M | 0.14% | −35,400−81.2% | Reduced |
| CIBC World Markets Inc. | 8,343 | $2.48M | 0.01% | +8,343 | New |
| Point72 Asset Management, L.P. | 8,483 | $2.52M | 0.01% | +643+8.2% | Added |
| Argent Capital Management LLC | 8,503 | $2.52M | 0.07% | −246−2.8% | Reduced |
| Quadrature Capital Ltd | 8,933 | $2.65M | 0.14% | +8,933 | New |
| Stamina Capital Management LP | 9,009 | $2.67M | 1.12% | −40,000−81.6% | Reduced |
| Holocene Advisors, LP | 9,360 | $2.78M | 0.01% | +9,360 | New |
| AlphaCrest Capital Management LLC | 9,397 | $2.79M | 0.10% | +3,413+57.0% | Added |
| EULAV Asset Management | 9,500 | $2.83M | 0.07% | −6−0.1% | Reduced |
| Oregon Public Employees Retirement Fund | 9,829 | $2.92M | 0.03% | −183−1.8% | Reduced |
| Jane Street Group, LLC | 9,898 | $2.94M | 0.01% | −26,036−72.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,039 | $2.98M | 0.03% | +45+0.5% | Added |
| Colony Group LLC | 10,178 | $3.02M | 0.05% | −68−0.7% | Reduced |
| Price T Rowe Associates Inc | 10,230 | $3.04M | 0.00% | −1,483−12.7% | Reduced |
| Taika Capital, LP | 10,300 | $3.07M | 2.42% | +10,300 | New |
| Jump Financial, LLC | 10,463 | $3.11M | 0.20% | +1,447+16.0% | Added |
| Treasurer of the State of North Carolina | 10,659 | $3.17M | 0.02% | −370−3.4% | Reduced |
| Wesbanco Bank Inc | 10,713 | $3.18M | 0.11% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 11,262 | $3.34M | 0.85% | +25+0.2% | Added |
| HSBC Holdings PLC | 11,702 | $3.48M | 0.00% | +3,139+36.7% | Added |
| ClariVest Asset Management LLC | 11,910 | $3.54M | 0.11% | −1,200−9.2% | Reduced |
| Bridge City Capital, LLC | 12,021 | $3.57M | 1.47% | −20.0% | Reduced |
| Ellsworth Advisors, LLC | 12,508 | $3.71M | 1.37% | +12,508 | New |
| Summit Partners Public Asset Management, LLC | 12,556 | $3.73M | 0.18% | −92,610−88.1% | Reduced |
| State of Tennessee, Treasury Department | 12,598 | $3.74M | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 12,687 | $3.77M | 0.05% | −783−5.8% | Reduced |
| Citigroup Inc | 12,972 | $3.85M | 0.00% | +4,891+60.5% | Added |
| Royce & Associates LP | 13,000 | $3.86M | 0.03% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 14,402 | $4.28M | 0.54% | +353+2.5% | Added |
| MetLife Investment Management | 14,674 | $4.36M | 0.04% | +141+1.0% | Added |
| Brinker Capital Investments, LLC | 15,009 | $4.46M | 0.06% | +2,255+17.7% | Added |
| McKinley Capital Management LLC /Delaware | 15,262 | $4.53M | 0.41% | −137−0.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 15,442 | $4.59M | 0.37% | −2,174−12.3% | Reduced |
| Great West Life Assurance Co | 15,537 | $4.61M | 0.01% | +1,018+7.0% | Added |
| Public Employees Retirement System of Ohio | 15,814 | $4.70M | 0.02% | −7,955−33.5% | Reduced |
| Calamos Advisors LLC | 15,945 | $4.74M | 0.02% | −22,142−58.1% | Reduced |
| Aperture Investors, LLC | 15,996 | $4.75M | 0.61% | −4,062−20.3% | Reduced |
| Yousif Capital Management, LLC | 16,310 | $4.84M | 0.05% | +16,310 | New |
| State of New Jersey Common Pension Fund D | 16,643 | $4.94M | 0.01% | −617−3.6% | Reduced |