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 |
|---|---|---|---|---|---|
| BTC Capital Management, Inc. | 1,217 | $362.0K | 0.04% | +1,217 | New |
| M&T Bank Corp | 1,211 | $360.0K | 0.00% | −10−0.8% | Reduced |
| Fox Run Management, L.L.C. | 1,179 | $350.0K | 0.21% | +509+76.0% | Added |
| Alps Advisors Inc | 1,162 | $345.0K | 0.00% | +24+2.1% | Added |
| Prelude Capital Management, LLC | 1,133 | $336.0K | 0.02% | −299−20.9% | Reduced |
| Silvant Capital Management LLC | 1,121 | $333.0K | 0.06% | −72−6.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,100 | $327.0K | 0.11% | −1,500−57.7% | 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 |
| Captrust Financial Advisors | 1,083 | $321.0K | 0.00% | −314−22.5% | Reduced |
| First Citizens Bank & Trust Co | 1,076 | $320.0K | 0.01% | +39+3.8% | Added |
| 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 |
| New York Life Investments Alternatives | 1,036 | $308.0K | 0.21% | −855−45.2% | Reduced |
| Moody Aldrich Partners LLC | 1,019 | $303.0K | 0.04% | −15−1.5% | Reduced |
| Brown Advisory Inc | 1,018 | $302.0K | 0.00% | +1,018 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,000 | $297.0K | 0.13% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 990 | $294.0K | 0.00% | +247+33.2% | Added |
| Simplex Trading, LLC | 988 | $293.0K | 0.01% | −3,968−80.1% | Reduced |
| 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 |
| YorkBridge Wealth Partners, LLC | 943 | $280.0K | 0.06% | +943 | New |
| Hallmark Capital Management Inc | 895 | $266.0K | 0.02% | +127+16.5% | Added |
| Raymond James Trust N.A. | 893 | $265.0K | 0.01% | +19+2.2% | Added |
| Redwood Investments, LLC | 886 | $263.0K | 0.02% | −45,476−98.1% | Reduced |
| Delphia (USA) Inc. | 884 | $262.0K | 0.28% | +884 | New |
| CWM Advisors, LLC | 852 | $253.0K | 0.03% | +192+29.1% | Added |
| Janney Montgomery Scott LLC | 850 | $252.0K | 0.00% | +850 | New |
| Petrus Trust Company, LTA | 831 | $247.0K | 0.03% | +831 | New |
| Diversified Trust Co | 783 | $233.0K | 0.01% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 779 | $231.0K | 0.00% | +779 | New |
| Mount Yale Investment Advisors, LLC | 776 | $230.0K | 0.02% | −1,055−57.6% | Reduced |
| Panagora Asset Management Inc | 770 | $229.0K | 0.00% | 00.0% | Unchanged |
| Arden Trust Co | 764 | $227.0K | 0.04% | −2−0.3% | Reduced |
| Modera Wealth Management, LLC | 750 | $223.0K | 0.01% | +750 | New |
| HighTower Advisors, LLC | 721 | $215.0K | 0.00% | −146−16.8% | Reduced |
| Blair William & Co | 712 | $211.0K | 0.00% | −25−3.4% | Reduced |
| Origin Asset Management LLP | 698 | $207.0K | 0.05% | 00.0% | Unchanged |
| Cigna Investments Inc | 679 | $201.0K | 0.02% | −320−32.0% | Reduced |
| Los Angeles Capital Management LLC | 676 | $201.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 675 | $200.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 528 | $157.0K | 0.00% | +528 | New |
| Fieldpoint Private Securities, LLC | 503 | $149.0K | 0.03% | −5−1.0% | Reduced |
| IFP Advisors, Inc | 490 | $145.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 451 | $134.0K | 0.00% | +30+7.1% | Added |
| Leonteq Securities AG | 445 | $132.1K | 0.01% | +164+58.4% | Added |
| Assetmark, Inc | 409 | $121.0K | 0.00% | +129+46.1% | Added |
| DekaBank Deutsche Girozentrale | 400 | $117.0K | 0.00% | +400 | New |
| American Portfolios Advisors | 368 | $109.3K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 325 | $96.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $89.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 190 | $57.0K | 0.08% | +190 | New |
| First Horizon Advisors, Inc. | 193 | $56.0K | 0.00% | −43−18.2% | Reduced |
| Contravisory Investment Management, Inc. | 182 | $54.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 180 | $53.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 175 | $52.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 161 | $47.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 158 | $46.0K | 0.00% | +72+83.7% | Added |
| CWM, LLC | 156 | $46.0K | 0.00% | +156 | New |
| Financial Management Professionals, Inc. | 151 | $45.0K | 0.01% | −43−22.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 150 | $45.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 150 | $44.0K | 0.00% | +121+417.2% | Added |
| State of Wyoming | 143 | $42.0K | 0.02% | −79−35.6% | Reduced |
| Vestcor Inc | 140 | $42.0K | 0.00% | −16−10.3% | Reduced |
| Private Capital Group, LLC | 137 | $41.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 130 | $38.0K | 0.00% | +38+41.3% | Added |
| Addison Advisors LLC | 100 | $30.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 100 | $29.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 96 | $29.0K | 0.00% | +96 | New |
| Quadrant Capital Group LLC | 83 | $25.0K | 0.00% | +1+1.2% | Added |
| AdvisorNet Financial, Inc | 80 | $24.0K | 0.00% | +5+6.7% | Added |
| Dark Forest Capital Management LP | 77 | $23.0K | 0.01% | −205−72.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 77 | $23.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 70 | $21.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 71 | $21.0K | 0.00% | +17+31.5% | Added |
| Gemmer Asset Management LLC | 69 | $20.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 67 | $20.0K | 0.00% | +12+21.8% | Added |
| Signet Financial Management, LLC | 67 | $20.0K | 0.00% | +67 | New |
| Nisa Investment Advisors, LLC | 60 | $18.0K | 0.00% | −700−92.1% | Reduced |
| Macroview Investment Management LLC | 61 | $18.0K | 0.02% | +61 | New |
| Washington Trust Advisors, Inc. | 55 | $16.0K | 0.00% | +55 | New |
| Snowden Capital Advisors LLC | 57 | $16.0K | 0.00% | +57 | New |
| West Branch Capital LLC | 45 | $13.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 36 | $11.0K | 0.00% | −32−47.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 37 | $11.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 36 | $11.0K | 0.00% | +24+200.0% | Added |
| Investment Research & Advisory Group, Inc. | 32 | $10.0K | 0.01% | +32 | New |
| Parkside Financial Bank & Trust | 28 | $9.00K | 0.00% | −2−6.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 31 | $9.00K | 0.01% | +31 | New |
| Atlas Capital Advisors LLC | 30 | $8.91K | 0.00% | +21+233.3% | Added |
| Fortitude Advisory Group L.L.C. | 28 | $8.00K | 0.00% | +28 | New |
| Institutional & Family Asset Management, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 24 | $7.00K | 0.00% | −1−4.0% | Reduced |
| Ancora Advisors, LLC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 16 | $5.00K | 0.00% | +6+60.0% | Added |
| Federation des caisses Desjardins du Quebec | 16 | $4.75K | 0.00% | 00.0% | Unchanged |