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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 13 | $4.00K | 0.00% | −41−75.9% | Reduced |
| Carroll Financial Associates, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 13 | $4.00K | 0.00% | +4+44.4% | Added |
| Blue Bell Private Wealth Management, LLC | 14 | $4.00K | 0.00% | +14 | New |
| Spire Wealth Management | 12 | $4.00K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 10 | $3.00K | 0.00% | −3−23.1% | Reduced |
| Motco | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 12 | $3.00K | 0.00% | +6+100.0% | Added |
| Umb Bank N A | 11 | $3.00K | 0.00% | +11 | New |
| Confluence Wealth Services, Inc. | 12 | $3.00K | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8 | $2.00K | 0.00% | +1+14.3% | Added |
| Trustcore Financial Services, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $2.00K | 0.00% | +4+200.0% | Added |
| JFS Wealth Advisors, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Surevest, LLC | 8 | $2.00K | 0.00% | +8 | New |
| McDonald Partners LLC | 4 | $1.19K | 0.00% | +4 | New |
| Absolute Capital Management, LLC | 4 | $1.19K | 0.00% | +4 | New |
| Bellevue Asset Management, LLC | 5 | $1.00K | 0.00% | −4−44.4% | Reduced |
| Focused Wealth Management, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2 | $1.00K | 0.00% | +2 | New |
| CVA Family Office, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Schubert & Co | 5 | $1.00K | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 3 | $891 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Mach-1 Financial Group, Inc. | 2 | $0 | 0.00% | +2 | New |
| Sachem Head Capital Management LP | 0 | $0 | 0.00% | −422,800−100.0% | Sold out |
| 140 Summer Partners LP | 0 | $0 | 0.00% | −154,257−100.0% | Sold out |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −130,361−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −118,574−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Impala Asset Management LLC | 0 | $0 | 0.00% | −84,349−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −78,408−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −37,550−100.0% | Sold out |
| Lonestar Capital Management LLC | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −32,975−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −23,882−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −22,869−100.0% | Sold out |
| Six Columns Capital, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −11,335−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −11,257−100.0% | Sold out |
| Moon Capital Management LP | 0 | $0 | 0.00% | −9,588−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −9,559−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −8,406−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,219−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −6,332−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,207−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −6,177−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −5,954−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,944−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −5,566−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −4,574−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −4,258−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −4,159−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,119−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,591−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −3,412−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,307−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,194−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −2,954−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,757−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,696−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,895−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −1,336−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −1,212−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,195−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Balasa Dinverno & Foltz LLC | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −827−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −763−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −701−100.0% | Sold out |
| Walkner Condon Financial Advisors LLC | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| Keudell/Morrison Wealth Management | 0 | $0 | 0.00% | −634−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −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 |