Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2022

Institutional positions in Lithia Motors Inc as of Mar 31, 2022. 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
426
0 vs. Q4 2021
Shares held
28.0M
+684.1K (+2.5%) vs. Q4 2021
Total value
$8.40B
+$304.9M (+3.8%) vs. Q4 2021
New holders
65
156 more added
Sold out
65
138 more reduced

4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 426 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 heldQ1 2022: $8.40B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q4 2021.

Institutions holding LAD in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc1$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$00.00%00.0%Unchanged
SJS Investment Consulting Inc.1$00.00%+1New
Focused Wealth Management, Inc3$1.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC4$1.00K0.00%−1−20.0%Reduced
Capital Advisors, Ltd. LLC2$1.00K0.00%+1+100.0%Added
Money Concepts Capital Corp4$1.00K0.00%+4New
Manchester Capital Management LLC2$1.00K0.00%+2New
Sutton Wealth Advisors Inc.4$1.20K0.00%+1+33.3%Added
First Horizon Advisors, Inc.8$2.00K0.00%−185−95.9%Reduced
SRS Capital Advisors, Inc.6$2.00K0.00%00.0%Unchanged
Surevest, LLC8$2.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC6$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC8$2.00K0.00%00.0%Unchanged
Schubert & Co6$2.00K0.00%+1+20.0%Added
Benjamin F. Edwards & Company, Inc.7$2.00K0.00%+7New
Moisand Fitzgerald Tamayo, LLC7$2.00K0.00%+7New
Disciplined Investments, LLC6$2.00K0.00%+6New
TCWP LLC9$2.00K0.00%+9New
Umb Bank N A11$3.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB11$3.00K0.00%+11New
Lindbrook Capital, LLC9$3.00K0.00%+9New
Cordant, Inc.10$3.00K0.00%+10New
Huntington National Bank13$4.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC14$4.00K0.00%00.0%Unchanged
JJJ Advisors Inc.13$4.00K0.00%00.0%Unchanged
Allworth Financial LP12$4.00K0.00%+2+20.0%Added
Federation des caisses Desjardins du Quebec16$4.80K0.00%00.0%Unchanged
Howe & Rusling Inc16$5.00K0.00%00.0%Unchanged
Smithfield Trust Co21$6.00K0.00%00.0%Unchanged
Vigilant Capital Management, LLC21$6.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC19$6.00K0.00%+19New
Ancora Advisors, LLC22$7.00K0.00%00.0%Unchanged
Front Row Advisors LLC24$7.00K0.00%00.0%Unchanged
Parallel Advisors, LLC22$7.00K0.00%+14+175.0%Added
Fortitude Advisory Group L.L.C.28$8.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC25$8.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC30$9.00K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.32$10.0K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc36$11.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.36$11.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust35$11.0K0.00%+7+25.0%Added
Meeder Asset Management Inc37$11.0K0.00%+21+131.3%Added
Quent Capital, LLC36$11.0K0.00%+36New
Column Capital Advisors, LLC39$12.0K0.00%+39New
Riverview Trust Co44$13.0K0.01%+44New
West Branch Capital LLC45$14.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC46$14.0K0.00%+38+475.0%Added
DeDora Capital, Inc.48$14.0K0.01%+48New
Adirondack Trust Co50$15.0K0.01%+50New
Washington Trust Advisors, Inc.55$16.0K0.00%00.0%Unchanged
Lazard Asset Management LLC61$18.0K0.00%−2,752−97.8%Reduced
Nisa Investment Advisors, LLC60$18.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC69$20.0K0.00%00.0%Unchanged
Lee Financial Co70$21.0K0.00%00.0%Unchanged
Cambridge Trust Co72$22.0K0.00%+70+3,500.0%Added
Plante Moran Financial Advisors, LLC77$23.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc80$24.0K0.00%00.0%Unchanged
Proequities, Inc.95$29.0K0.00%+28+41.8%Added
Addison Advisors LLC100$30.0K0.02%00.0%Unchanged
Signaturefd, LLC105$32.0K0.00%+34+47.9%Added
Leonteq Securities AG130$39.0K0.00%−315−70.8%Reduced
Private Capital Group, LLC137$41.0K0.01%00.0%Unchanged
State of Wyoming141$42.0K0.02%−2−1.4%Reduced
Penserra Capital Management LLC140$42.0K0.00%+10+7.7%Added
Patriot Financial Group Insurance Agency, LLC146$44.0K0.01%−4−2.7%Reduced
Geneos Wealth Management Inc.150$45.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.155$47.0K0.01%+4+2.6%Added
Harvest Fund Management Co., Ltd161$48.0K0.01%00.0%Unchanged
Quadrant Capital Group LLC164$49.0K0.01%+81+97.6%Added
Ten Capital Wealth Advisors, LLC172$52.0K0.02%+172New
Gradient Investments LLC180$54.0K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.182$55.0K0.02%00.0%Unchanged
Nomura Asset Management Co Ltd187$56.1K0.00%+187New
Charter Oak Capital Management, LLC193$58.0K0.01%+18+10.3%Added
Fifth Third Bancorp205$62.0K0.00%−1,892−90.2%Reduced
CWM, LLC235$71.0K0.00%+79+50.6%Added
Rockefeller Capital Management L.P.276$82.0K0.00%+118+74.7%Added
Newbridge Financial Services Group, Inc.300$90.0K0.04%00.0%Unchanged
Global Retirement Partners, LLC344$96.0K0.01%+344New
Ellis Investment Partners, LLC325$97.0K0.02%00.0%Unchanged
Acadian Asset Management LLC341$102.0K0.00%−1,046−75.4%Reduced
Globeflex Capital L P343$103.0K0.02%+343New
National Bank of Canada346$104.0K0.00%+250+260.4%Added
American Portfolios Advisors368$110.4K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC405$122.0K0.00%+368+994.6%Added
Covestor Ltd412$124.0K0.09%+222+116.8%Added
IFP Advisors, Inc1,080$130.0K0.00%+590+120.4%Added
Anchor Investment Management, LLC475$142.6K0.02%+475New
Centaurus Financial, Inc.500$150.0K0.01%+500New
Fieldpoint Private Securities, LLC513$154.0K0.03%+10+2.0%Added
Altshuler Shaham Ltd598$179.0K0.00%+70+13.3%Added
Aquatic Capital Management LLC600$180.0K0.27%+600New
Journey Strategic Wealth LLC685$206.0K0.02%+685New
Origin Asset Management LLP698$209.0K0.07%00.0%Unchanged
McDaniel Terry & Co701$210.0K0.02%+701New
Wolverine Trading, LLC673$215.0K0.01%−611−47.6%Reduced
Assetmark, Inc715$215.0K0.00%+306+74.8%Added
Advisor Partners LLC725$218.0K0.01%+725New
Hennion & Walsh Asset Management, Inc.730$219.0K0.01%+55+8.1%Added