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, Q2 2022
Institutional positions in Lithia Motors Inc as of Jun 30, 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
- 417
- −1 vs. Q1 2022
- Shares held
- 27.0M
- −734.3K (−2.6%) vs. Q1 2022
- Total value
- $7.43B
- −$904.4M (−10.9%) vs. Q1 2022
- New holders
- 58
- 127 more added
- Sold out
- 59
- 173 more reduced
8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| JJJ Advisors Inc. | 5 | $1.00K | 0.00% | −8−61.5% | Reduced |
| Massmutual Trust Co FSB | 2 | $1.00K | 0.00% | −9−81.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 4 | $1.00K | 0.00% | −3−42.9% | Reduced |
| Manchester Capital Management LLC | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Focused Wealth Management, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Bellevue Asset Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Jones Financial Companies LLLP | 5 | $1.00K | 0.00% | +5 | New |
| Glassman Wealth Services | 3 | $1.00K | 0.00% | +3 | New |
| Spire Wealth Management | 2 | $1.00K | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7 | $1.96K | 0.00% | +7 | New |
| Umb Bank N A | 7 | $2.00K | 0.00% | −4−36.4% | Reduced |
| SRS Capital Advisors, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $2.00K | 0.00% | +1+16.7% | Added |
| Loomis Sayles & Co L P | 6 | $2.00K | 0.00% | +6 | New |
| First Community Trust NA | 10 | $3.00K | 0.00% | +10 | New |
| Howe & Rusling Inc | 15 | $4.00K | 0.00% | −1−6.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 13 | $4.00K | 0.00% | +4+44.4% | Added |
| Federation des caisses Desjardins du Quebec | 16 | $4.40K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 18 | $5.00K | 0.00% | −1−5.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 20 | $5.00K | 0.00% | +13+185.7% | Added |
| Schubert & Co | 20 | $5.00K | 0.00% | +14+233.3% | Added |
| Ellevest, Inc. | 17 | $5.00K | 0.00% | +17 | New |
| Steward Financial Group LLC | 20 | $5.00K | 0.00% | +20 | New |
| Vigilant Capital Management, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 21 | $6.00K | 0.00% | +21 | New |
| Parkside Financial Bank & Trust | 29 | $7.00K | 0.00% | −6−17.1% | Reduced |
| Institutional & Family Asset Management, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 27 | $7.00K | 0.00% | +3+12.5% | Added |
| Bell Investment Advisors, Inc | 25 | $7.00K | 0.00% | +25 | New |
| Ancora Advisors, LLC | 29 | $8.00K | 0.00% | +7+31.8% | Added |
| Whittier Trust Co of Nevada Inc | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 39 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 41 | $11.0K | 0.00% | +19+86.4% | Added |
| West Branch Capital LLC | 45 | $12.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 47 | $13.0K | 0.00% | +47 | New |
| Venture Visionary Partners LLC | 50 | $13.7K | 0.00% | +50 | New |
| Washington Trust Advisors, Inc. | 55 | $15.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 54 | $15.0K | 0.00% | +42+350.0% | Added |
| Meeder Asset Management Inc | 57 | $16.0K | 0.00% | +20+54.1% | Added |
| Proequities, Inc. | 66 | $18.0K | 0.00% | −29−30.5% | Reduced |
| Lee Financial Co | 71 | $19.0K | 0.00% | +1+1.4% | Added |
| Cambridge Trust Co | 72 | $20.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 75 | $21.0K | 0.00% | −5−6.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 84 | $23.0K | 0.00% | +7+9.1% | Added |
| Huntington National Bank | 84 | $23.0K | 0.00% | +71+546.2% | Added |
| JFS Wealth Advisors, LLC | 89 | $24.0K | 0.00% | +43+93.5% | Added |
| Addison Advisors LLC | 100 | $27.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $27.0K | 0.01% | +50+100.0% | Added |
| Quadrant Capital Group LLC | 105 | $29.0K | 0.00% | −59−36.0% | Reduced |
| Signaturefd, LLC | 107 | $29.0K | 0.00% | +2+1.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 128 | $35.0K | 0.01% | −18−12.3% | Reduced |
| Financial Management Professionals, Inc. | 134 | $37.0K | 0.01% | −21−13.5% | Reduced |
| Penserra Capital Management LLC | 138 | $37.0K | 0.00% | −2−1.4% | Reduced |
| Leonteq Securities AG | 136 | $37.4K | 0.00% | +6+4.6% | Added |
| Private Capital Group, LLC | 137 | $38.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 150 | $41.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 161 | $44.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 168 | $46.0K | 0.00% | +168 | New |
| Ronald Blue Trust, Inc. | 153 | $46.0K | 0.00% | +153 | New |
| American Portfolios Advisors | 174 | $47.8K | 0.00% | −194−52.7% | Reduced |
| First Horizon Advisors, Inc. | 177 | $48.0K | 0.00% | +169+2,112.5% | Added |
| Fifth Third Bancorp | 177 | $49.0K | 0.00% | −28−13.7% | Reduced |
| Gradient Investments LLC | 180 | $49.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 182 | $50.0K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 187 | $51.4K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 193 | $53.0K | 0.01% | 00.0% | Unchanged |
| WD Rutherford LLC | 215 | $59.0K | 0.05% | +215 | New |
| CWM, LLC | 228 | $63.0K | 0.00% | −7−3.0% | Reduced |
| IFP Advisors, Inc | 580 | $76.0K | 0.00% | −500−46.3% | Reduced |
| Aquatic Capital Management LLC | 300 | $82.0K | 0.03% | −300−50.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 300 | $82.0K | 0.00% | −105−25.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 300 | $82.0K | 0.05% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 325 | $89.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 326 | $90.0K | 0.07% | −86−20.9% | Reduced |
| Global Retirement Partners, LLC | 340 | $93.0K | 0.01% | −4−1.2% | Reduced |
| Counterpoint Mutual Funds LLC | 411 | $113.0K | 0.08% | +411 | New |
| Fieldpoint Private Securities, LLC | 448 | $123.0K | 0.04% | −65−12.7% | Reduced |
| Altshuler Shaham Ltd | 477 | $131.0K | 0.00% | −121−20.2% | Reduced |
| Trust Co of Vermont | 511 | $140.0K | 0.01% | +511 | New |
| State of Wyoming | 537 | $148.0K | 0.09% | +396+280.9% | Added |
| Group One Trading, L.P. | 544 | $150.0K | 0.00% | −410−43.0% | Reduced |
| Islay Capital Management, LLC | 595 | $164.0K | 0.17% | −271−31.3% | Reduced |
| Atlas Capital Advisors LLC | 664 | $182.5K | 0.03% | +634+2,113.3% | Added |
| Hallmark Capital Management Inc | 724 | $199.0K | 0.02% | −219−23.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 730 | $200.0K | 0.01% | 00.0% | Unchanged |
| Arden Trust Co | 747 | $206.0K | 0.05% | −14−1.8% | Reduced |
| Jump Financial, LLC | 764 | $210.0K | 0.01% | −3,610−82.5% | Reduced |
| Raymond James Trust N.A. | 768 | $211.0K | 0.01% | −120−13.5% | Reduced |