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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 5,271 | $1.56M | 0.08% | −89−1.7% | Reduced |
| Mercer Global Advisors Inc | 5,236 | $1.55M | 0.01% | −9−0.2% | Reduced |
| Alpha DNA Investment Management LLC | 5,211 | $1.55M | 0.99% | +5,211 | New |
| Northwestern Mutual Investment Management Company, LLC | 5,019 | $1.49M | 0.03% | +22+0.4% | Added |
| PEAK6 Investments LLC | 5,003 | $1.49M | 0.04% | +1,522+43.7% | Added |
| Aigen Investment Management, LP | 4,987 | $1.43M | 0.09% | +4,987 | New |
| Teachers Retirement System of the State of Kentucky | 4,673 | $1.39M | 0.01% | −200−4.1% | Reduced |
| Quantbot Technologies LP | 4,563 | $1.35M | 0.11% | +989+27.7% | Added |
| Stifel Financial Corp | 4,553 | $1.35M | 0.00% | +93+2.1% | Added |
| Polianta Ltd | 4,500 | $1.34M | 0.58% | +4,500 | New |
| Handelsbanken Fonder AB | 4,458 | $1.32M | 0.01% | −100−2.2% | Reduced |
| American Century Companies Inc | 4,454 | $1.32M | 0.00% | −33,050−88.1% | Reduced |
| People's United Financial, Inc. | 4,431 | $1.32M | 0.03% | −115−2.5% | Reduced |
| State of Alaska, Department of Revenue | 4,385 | $1.30M | 0.01% | −260−5.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,349 | $1.29M | 0.01% | +1,193+37.8% | Added |
| The PNC Financial Services Group, Inc. | 4,289 | $1.27M | 0.00% | +270+6.7% | Added |
| Fulton Bank, N.A. | 4,107 | $1.22M | 0.05% | +862+26.6% | Added |
| K.J. Harrison & Partners Inc | 4,000 | $1.19M | 0.17% | 00.0% | Unchanged |
| Wexford Capital LP | 4,000 | $1.19M | 0.12% | +4,000 | New |
| Waldron Private Wealth LLC | 3,881 | $1.15M | 0.06% | +3,881 | New |
| Renaissance Group LLC | 3,877 | $1.15M | 0.05% | +112+3.0% | Added |
| Harvest Investment Services, LLC | 3,838 | $1.14M | 0.48% | −84−2.1% | Reduced |
| Public Employees Retirement Association of Colorado | 3,656 | $1.09M | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 3,604 | $1.07M | 0.02% | −65−1.8% | Reduced |
| State of Wisconsin Investment Board | 3,577 | $1.06M | 0.00% | −109−3.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,543 | $1.05M | 0.10% | +3,543 | New |
| Raymond James Financial Services Advisors, Inc. | 3,501 | $1.04M | 0.00% | −1,346−27.8% | Reduced |
| Toronto Dominion Bank | 3,500 | $1.04M | 0.00% | −600−14.6% | Reduced |
| Walleye Trading LLC | 3,399 | $1.01M | 0.02% | +2,257+197.6% | Added |
| Rafferty Asset Management, LLC | 3,343 | $993.0K | 0.01% | +458+15.9% | Added |
| Cna Financial Corp | 3,249 | $965.0K | 0.25% | −80−2.4% | Reduced |
| Pearl River Capital, LLC | 3,136 | $931.0K | 0.25% | +1,845+142.9% | Added |
| 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 |
| First Eagle Investment Management, LLC | 3,100 | $921.0K | 0.00% | +3,100 | New |
| CenterBook Partners LP | 15,542 | $915.0K | 0.54% | +15,542 | New |
| Csenge Advisory Group | 2,550 | $901.0K | 0.08% | +51+2.0% | Added |
| Duality Advisers, LP | 3,015 | $895.0K | 0.10% | +3,015 | New |
| ProShare Advisors LLC | 2,885 | $856.0K | 0.00% | +650+29.1% | Added |
| US Bancorp | 2,835 | $843.0K | 0.00% | −720−20.3% | Reduced |
| Lazard Asset Management LLC | 2,813 | $835.0K | 0.00% | +2,368+532.1% | Added |
| Securian Asset Management, Inc | 2,790 | $828.0K | 0.02% | +100+3.7% | Added |
| Campbell Newman Asset Management Inc | 2,754 | $818.0K | 0.07% | +53+2.0% | Added |
| AE Wealth Management LLC | 2,703 | $803.0K | 0.01% | +2,703 | New |
| Bank of Montreal | 2,683 | $800.0K | 0.00% | −9,395−77.8% | Reduced |
| Advisor Group Holdings, Inc. | 2,639 | $783.0K | 0.00% | −442−14.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,613 | $776.0K | 0.01% | +270+11.5% | Added |
| 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 |
| Cetera Advisors LLC | 2,543 | $755.0K | 0.02% | +2,543 | New |
| Crossmark Global Holdings, Inc. | 2,528 | $751.0K | 0.02% | −1,280−33.6% | 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 |
| Mitsubishi UFJ Trust & Banking Corp | 2,391 | $710.0K | 0.00% | −68−2.8% | Reduced |
| Bokf, NA | 2,320 | $689.0K | 0.01% | +206+9.7% | Added |
| SG Americas Securities, LLC | 2,309 | $686.0K | 0.00% | −4,709−67.1% | Reduced |
| Alpine Global Management, LLC | 2,241 | $665.0K | 0.10% | +2,241 | New |
| Algert Global LLC | 2,224 | $660.0K | 0.08% | −100−4.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,208 | $656.0K | 0.00% | +1,300+143.2% | Added |
| Factorial Partners, LLC | 2,200 | $653.0K | 0.43% | +1,300+144.4% | Added |
| PDT Partners, LLC | 2,193 | $651.0K | 0.05% | −507−18.8% | Reduced |
| Fortis Capital Management LLC | 2,176 | $646.0K | 0.34% | −5,487−71.6% | Reduced |
| Echo Street Capital Management LLC | 2,137 | $635.0K | 0.00% | +1,081+102.4% | Added |
| Maryland State Retirement & Pension System | 2,100 | $624.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,097 | $623.0K | 0.00% | +1,962+1,453.3% | Added |
| Kestra Advisory Services, LLC | 2,066 | $614.0K | 0.01% | −1,558−43.0% | Reduced |
| First Hawaiian Bank | 2,062 | $612.0K | 0.02% | +559+37.2% | Added |
| Cetera Advisor Networks LLC | 2,043 | $607.0K | 0.01% | +2,043 | New |
| Y-Intercept (Hong Kong) Ltd | 1,980 | $588.0K | 0.14% | +1,980 | New |
| Bank of Hawaii | 1,977 | $587.0K | 0.03% | −1,872−48.6% | Reduced |
| Pictet Asset Management SA | 1,890 | $561.0K | 0.00% | −174−8.4% | Reduced |
| XTX Topco Ltd | 1,854 | $551.0K | 0.31% | +1,854 | New |
| Ergoteles LLC | 1,850 | $549.0K | 0.02% | +1,850 | New |
| Shell Asset Management Co | 1,840 | $546.0K | 0.01% | +5+0.3% | Added |
| Laurel Wealth Advisors, Inc. | 1,833 | $545.0K | 0.04% | +1,833 | New |
| FDx Advisors, Inc. | 1,821 | $541.0K | 0.01% | +760+71.6% | 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 |
| Wellington Management Group LLP | 1,709 | $507.0K | 0.00% | +627+57.9% | Added |
| Sciencast Management LP | 1,642 | $486.0K | 0.09% | −1,119−40.5% | Reduced |
| 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 |
| Graham Capital Management, L.P. | 1,615 | $479.0K | 0.03% | +1,615 | New |
| Stephens Inc | 1,586 | $471.0K | 0.01% | −601−27.5% | Reduced |
| Quantamental Technologies LLC | 1,528 | $454.0K | 0.23% | +1,528 | New |
| HRT Financial LP | 1,503 | $446.0K | 0.00% | −7,219−82.8% | 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 |
| Acadian Asset Management LLC | 1,387 | $411.0K | 0.00% | −8,123−85.4% | Reduced |
| Haverford Trust Co | 1,380 | $410.0K | 0.00% | −120−8.0% | Reduced |
| Deutsche Bank AG | 1,379 | $409.0K | 0.00% | −4,082−74.7% | Reduced |
| Empirical Finance, LLC | 1,372 | $407.0K | 0.05% | −426−23.7% | Reduced |
| Veritable, L.P. | 1,359 | $404.0K | 0.01% | +643+89.8% | Added |
| MML Investors Services, LLC | 1,355 | $402.0K | 0.00% | +22+1.7% | 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 |
| D.A. Davidson & Co. | 1,291 | $383.0K | 0.00% | +67+5.5% | Added |
| Wolverine Trading, LLC | 1,284 | $382.0K | 0.01% | −1,473−53.4% | Reduced |
| 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 |