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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quantitative Investment Management, LLC | 1,065 | $319.0K | 0.03% | +1,065 | New |
| Connors Investor Services Inc | 1,055 | $317.0K | 0.03% | 00.0% | Unchanged |
| Trexquant Investment LP | 1,045 | $314.0K | 0.01% | +1,045 | New |
| Pathstone Family Office, LLC | 686 | $313.0K | 0.01% | +686 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,000 | $300.1K | 0.14% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 976 | $293.0K | 0.03% | −348−26.3% | Reduced |
| Redwood Investments, LLC | 967 | $290.0K | 0.03% | +81+9.1% | Added |
| FourThought Financial, LLC | 960 | $288.0K | 0.04% | +6+0.6% | Added |
| Blair William & Co | 955 | $287.0K | 0.00% | +243+34.1% | Added |
| Rice Hall James & Associates, LLC | 952 | $286.0K | 0.01% | −2−0.2% | Reduced |
| Group One Trading, L.P. | 954 | $286.0K | 0.01% | +954 | New |
| CWM Advisors, LLC | 948 | $285.0K | 0.03% | +96+11.3% | Added |
| Hallmark Capital Management Inc | 943 | $283.0K | 0.02% | +48+5.4% | Added |
| HSBC Holdings PLC | 935 | $281.0K | 0.00% | −10,767−92.0% | Reduced |
| Raymond James Trust N.A. | 888 | $266.0K | 0.01% | −5−0.6% | Reduced |
| One Capital Management, LLC | 877 | $263.0K | 0.01% | +877 | New |
| Islay Capital Management, LLC | 866 | $260.0K | 0.22% | +866 | New |
| AdvisorShares Investments LLC | 860 | $258.0K | 0.04% | +860 | New |
| Ergoteles LLC | 825 | $248.0K | 0.01% | −1,025−55.4% | Reduced |
| Atria Wealth Solutions, Inc. | 801 | $240.0K | 0.00% | +801 | New |
| Panagora Asset Management Inc | 770 | $231.0K | 0.00% | 00.0% | Unchanged |
| Arden Trust Co | 761 | $229.0K | 0.04% | −3−0.4% | Reduced |
| Coldstream Capital Management Inc | 756 | $227.0K | 0.01% | −338−30.9% | Reduced |
| Oak Thistle LLC | 753 | $226.0K | 0.12% | +753 | New |
| Advisory Research Inc | 745 | $224.0K | 0.02% | +745 | New |
| Echo Street Capital Management LLC | 734 | $220.0K | 0.00% | −1,403−65.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 730 | $219.0K | 0.01% | +55+8.1% | Added |
| Advisor Partners LLC | 725 | $218.0K | 0.01% | +725 | New |
| Wolverine Trading, LLC | 673 | $215.0K | 0.01% | −611−47.6% | Reduced |
| Assetmark, Inc | 715 | $215.0K | 0.00% | +306+74.8% | Added |
| McDaniel Terry & Co | 701 | $210.0K | 0.02% | +701 | New |
| Origin Asset Management LLP | 698 | $209.0K | 0.07% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 685 | $206.0K | 0.02% | +685 | New |
| Aquatic Capital Management LLC | 600 | $180.0K | 0.27% | +600 | New |
| Altshuler Shaham Ltd | 598 | $179.0K | 0.00% | +70+13.3% | Added |
| Fieldpoint Private Securities, LLC | 513 | $154.0K | 0.03% | +10+2.0% | Added |
| Centaurus Financial, Inc. | 500 | $150.0K | 0.01% | +500 | New |
| Anchor Investment Management, LLC | 475 | $142.6K | 0.02% | +475 | New |
| IFP Advisors, Inc | 1,080 | $130.0K | 0.00% | +590+120.4% | Added |
| Covestor Ltd | 412 | $124.0K | 0.09% | +222+116.8% | Added |
| Steward Partners Investment Advisory, LLC | 405 | $122.0K | 0.00% | +368+994.6% | Added |
| American Portfolios Advisors | 368 | $110.4K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 346 | $104.0K | 0.00% | +250+260.4% | Added |
| Globeflex Capital L P | 343 | $103.0K | 0.02% | +343 | New |
| Acadian Asset Management LLC | 341 | $102.0K | 0.00% | −1,046−75.4% | Reduced |
| Ellis Investment Partners, LLC | 325 | $97.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 344 | $96.0K | 0.01% | +344 | New |
| Newbridge Financial Services Group, Inc. | 300 | $90.0K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 276 | $82.0K | 0.00% | +118+74.7% | Added |
| CWM, LLC | 235 | $71.0K | 0.00% | +79+50.6% | Added |
| Fifth Third Bancorp | 205 | $62.0K | 0.00% | −1,892−90.2% | Reduced |
| Charter Oak Capital Management, LLC | 193 | $58.0K | 0.01% | +18+10.3% | Added |
| Nomura Asset Management Co Ltd | 187 | $56.1K | 0.00% | +187 | New |
| Contravisory Investment Management, Inc. | 182 | $55.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 180 | $54.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 172 | $52.0K | 0.02% | +172 | New |
| Quadrant Capital Group LLC | 164 | $49.0K | 0.01% | +81+97.6% | Added |
| Harvest Fund Management Co., Ltd | 161 | $48.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 155 | $47.0K | 0.01% | +4+2.6% | Added |
| Geneos Wealth Management Inc. | 150 | $45.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 146 | $44.0K | 0.01% | −4−2.7% | Reduced |
| State of Wyoming | 141 | $42.0K | 0.02% | −2−1.4% | Reduced |
| Penserra Capital Management LLC | 140 | $42.0K | 0.00% | +10+7.7% | Added |
| Private Capital Group, LLC | 137 | $41.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 130 | $39.0K | 0.00% | −315−70.8% | Reduced |
| Signaturefd, LLC | 105 | $32.0K | 0.00% | +34+47.9% | Added |
| Addison Advisors LLC | 100 | $30.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 95 | $29.0K | 0.00% | +28+41.8% | Added |
| AdvisorNet Financial, Inc | 80 | $24.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 77 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 72 | $22.0K | 0.00% | +70+3,500.0% | Added |
| Lee Financial Co | 70 | $21.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 69 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 61 | $18.0K | 0.00% | −2,752−97.8% | Reduced |
| Nisa Investment Advisors, LLC | 60 | $18.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 55 | $16.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $15.0K | 0.01% | +50 | New |
| West Branch Capital LLC | 45 | $14.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $14.0K | 0.00% | +38+475.0% | Added |
| DeDora Capital, Inc. | 48 | $14.0K | 0.01% | +48 | New |
| Riverview Trust Co | 44 | $13.0K | 0.01% | +44 | New |
| Column Capital Advisors, LLC | 39 | $12.0K | 0.00% | +39 | New |
| Whittier Trust Co of Nevada Inc | 36 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 36 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $11.0K | 0.00% | +7+25.0% | Added |
| Meeder Asset Management Inc | 37 | $11.0K | 0.00% | +21+131.3% | Added |
| Quent Capital, LLC | 36 | $11.0K | 0.00% | +36 | New |
| Investment Research & Advisory Group, Inc. | 32 | $10.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22 | $7.00K | 0.00% | +14+175.0% | Added |
| Smithfield Trust Co | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 19 | $6.00K | 0.00% | +19 | New |
| Howe & Rusling Inc | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 16 | $4.80K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 13 | $4.00K | 0.00% | 00.0% | Unchanged |