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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.

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.

Institutional holdersQ4 2021: 430 institutions
Q1 2021: 389 institutionsQ2 2021: 403 institutionsQ3 2021: 423 institutionsQ4 2021: 430 institutionsQ1 2022: 426 institutionsQ2 2022: 417 institutionsQ3 2022: 392 institutionsQ4 2022: 373 institutionsQ1 2023: 376 institutionsQ2 2023: 369 institutionsQ3 2023: 388 institutionsQ4 2023: 387 institutionsQ1 2024: 413 institutionsQ2 2024: 375 institutionsQ3 2024: 405 institutionsQ4 2024: 441 institutionsQ1 2025: 471 institutionsQ2 2025: 453 institutionsQ3 2025: 453 institutionsQ4 2025: 482 institutionsQ1 2026: 436 institutionsQ2 2026: 445 institutions
Value heldQ4 2021: $8.10B
Q1 2021: $10.0BQ2 2021: $9.77BQ3 2021: $8.88BQ4 2021: $8.10BQ1 2022: $8.40BQ2 2022: $7.43BQ3 2022: $5.88BQ4 2022: $5.81BQ1 2023: $6.60BQ2 2023: $8.95BQ3 2023: $8.40BQ4 2023: $9.45BQ1 2024: $8.55BQ2 2024: $6.95BQ3 2024: $8.92BQ4 2024: $10.0BQ1 2025: $7.91BQ2 2025: $8.82BQ3 2025: $7.68BQ4 2025: $7.99BQ1 2026: $6.12BQ2 2026: $7.13B
Institutions holding LAD and their total value by quarter
QuarterHoldersValue
Q2 2026445$7.13B
Q1 2026436$6.12B
Q4 2025482$7.99B
Q3 2025453$7.68B
Q2 2025453$8.82B
Q1 2025471$7.91B
Q4 2024441$10.0B
Q3 2024405$8.92B
Q2 2024375$6.95B
Q1 2024413$8.55B
Q4 2023387$9.45B
Q3 2023388$8.40B
Q2 2023369$8.95B
Q1 2023376$6.60B
Q4 2022373$5.81B
Q3 2022392$5.88B
Q2 2022417$7.43B
Q1 2022426$8.40B
Q4 2021430$8.10B
Q3 2021423$8.88B
Q2 2021403$9.77B
Q1 2021389$10.0B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q3 2021.

Institutions holding LAD in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Iridian Asset Management LLC164,544$48.9M3.08%−91,418−35.7%Reduced
Goldman Sachs Group Inc194,941$57.9M0.01%+81,257+71.5%Added
Simcoe Capital Management, LLC198,560$59.0M7.30%+10,515+5.6%Added
Hawk Ridge Capital Management LP199,616$59.3M3.65%+24,900+14.3%Added
Invesco Ltd.207,971$61.8M0.01%−430,257−67.4%Reduced
Fred Alger Management, LLC225,425$66.9M0.17%−308,938−57.8%Reduced
Charles Schwab Investment Management Inc247,080$73.4M0.02%+6,670+2.8%Added
Northern Trust Corp257,588$76.5M0.01%−6,135−2.3%Reduced
JPMorgan Chase & Co304,130$90.3M0.01%−5,590−1.8%Reduced
Tensile Capital Management LP315,045$93.6M11.25%00.0%Unchanged
Norges Bank321,946$95.6M0.02%00.0%Unchanged
Bank of New York Mellon Corp322,648$95.8M0.02%−7,879−2.4%Reduced
Millennium Management LLC371,352$110.3M0.12%+82,238+28.4%Added
FMR LLC377,704$112.2M0.01%−400,812−51.5%Reduced
GW&K Investment Management, LLC379,579$112.7M0.94%+9,463+2.6%Added
Cardinal Capital Management LLC412,167$122.4M2.90%+6,291+1.5%Added
Neuberger Berman Group LLC461,763$137.1M0.11%−20,450−4.2%Reduced
Geode Capital Management, LLC512,096$152.1M0.02%+147,572+40.5%Added
MFN Partners Management, LP525,271$156.0M6.13%+525,271New
Park West Asset Management LLC682,523$202.7M5.93%+352,523+106.8%Added
Lyrical Asset Management LP707,965$210.2M2.82%−54,726−7.2%Reduced
Alliancebernstein L.P.720,275$213.9M0.08%+1,657+0.2%Added
Dimensional Fund Advisors LP755,616$224.4M0.07%−55,326−6.8%Reduced
State Street Corp778,522$231.2M0.01%+14,390+1.9%Added
Viking Global Investors LPSuperinvestorViking Global Investors791,084$234.9M0.68%−12,388−1.5%Reduced
Southpoint Capital Advisors LP850,000$252.4M4.84%+60,000+7.6%Added
Barrow Hanley Mewhinney & Strauss LLC1,009,919$299.9M0.95%+718,639+246.7%Added
Abrams Capital Management, L.P.SuperinvestorAbrams Capital2,351,068$698.1M15.32%00.0%Unchanged
BlackRock Inc.2,673,130$793.8M0.02%+24,009+0.9%Added
Vanguard Group Inc2,940,913$873.3M0.02%+25,762+0.9%Added
Sachem Head Capital Management LP0$00.00%−422,800−100.0%Sold out
140 Summer Partners LP0$00.00%−154,257−100.0%Sold out
Owl Creek Asset Management, L.P.0$00.00%−130,361−100.0%Sold out
PointState Capital LP0$00.00%−118,574−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−100,000−100.0%Sold out
Impala Asset Management LLC0$00.00%−84,349−100.0%Sold out
Kingdon Capital Management, L.L.C.0$00.00%−78,408−100.0%Sold out
Cartenna Capital, LP0$00.00%−37,550−100.0%Sold out
Lonestar Capital Management LLC0$00.00%−36,000−100.0%Sold out
Channing Capital Management, LLC0$00.00%−32,975−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−23,882−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−22,869−100.0%Sold out
Six Columns Capital, LP0$00.00%−20,000−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−20,000−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−11,335−100.0%Sold out
M&G Investment Management Ltd0$00.00%−11,257−100.0%Sold out
Moon Capital Management LP0$00.00%−9,588−100.0%Sold out
Twinbeech Capital LP0$00.00%−9,559−100.0%Sold out
Jefferies Group LLC0$00.00%−8,406−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−7,219−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−6,500−100.0%Sold out
Group One Trading, L.P.0$00.00%−6,332−100.0%Sold out
Trexquant Investment LP0$00.00%−6,207−100.0%Sold out
Monument Capital Management0$00.00%−6,177−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−5,954−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−5,944−100.0%Sold out
Chartwell Investment Partners, LLC0$00.00%−5,566−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−4,574−100.0%Sold out
STRS Ohio0$00.00%−4,258−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−4,159−100.0%Sold out
Walleye Capital LLC0$00.00%−4,119−100.0%Sold out
Centiva Capital, LP0$00.00%−3,591−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−3,412−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−3,307−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−3,194−100.0%Sold out
Boston Private Wealth LLC0$00.00%−3,162−100.0%Sold out
Paragon Advisors, LLC0$00.00%−2,954−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,757−100.0%Sold out
Atom Investors LP0$00.00%−2,696−100.0%Sold out
Virtu Financial LLC0$00.00%−1,895−100.0%Sold out
Kemnay Advisory Services Inc.0$00.00%−1,632−100.0%Sold out
Moore Capital Management, LP0$00.00%−1,500−100.0%Sold out
JustInvest LLC0$00.00%−1,336−100.0%Sold out
Sheets Smith Wealth Management0$00.00%−1,212−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−1,195−100.0%Sold out
Kestra Private Wealth Services, LLC0$00.00%−1,118−100.0%Sold out
Balasa Dinverno & Foltz LLC0$00.00%−891−100.0%Sold out
IBM Retirement Fund0$00.00%−827−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−763−100.0%Sold out
Levin Capital Strategies, L.P.0$00.00%−700−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−701−100.0%Sold out
Walkner Condon Financial Advisors LLC0$00.00%−685−100.0%Sold out
Toroso Investments, LLC0$00.00%−663−100.0%Sold out
Golden State Wealth Management, LLC0$00.00%−655−100.0%Sold out
Keudell/Morrison Wealth Management0$00.00%−634−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−302−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−200−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−193−100.0%Sold out
American National Bank0$00.00%−100−100.0%Sold out
Tobam0$00.00%−93−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−62−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−54−100.0%Sold out
Solstein Capital, LLC0$00.00%−30−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−28−100.0%Sold out
Ellevest, Inc.0$00.00%−10−100.0%Sold out
Consolidated Planning Corp0$00.00%−5−100.0%Sold out
Harbour Investments, Inc.0$00.00%−4−100.0%Sold out
Marshall Wace North America L.P.––––Not filed
World Asset Management Inc––––Not filed
Berman Capital Advisors, LLC––––Not filed