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, Q3 2022
Institutional positions in Lithia Motors Inc as of Sep 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
- 392
- −22 vs. Q2 2022
- Shares held
- 27.4M
- +425.3K (+1.6%) vs. Q2 2022
- Total value
- $5.88B
- −$1.55B (−20.8%) vs. Q2 2022
- New holders
- 51
- 133 more added
- Sold out
- 73
- 151 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Versant Capital Management, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $0 | 0.00% | +1 | New |
| Sutton Wealth Advisors Inc. | 1 | $215 | 0.00% | −3−75.0% | Reduced |
| Absolute Capital Management, LLC | 4 | $863 | 0.00% | +4 | New |
| Loomis Sayles & Co L P | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| Harbour Investments, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +2+66.7% | Added |
| MUFG Americas Holdings Corp | 3 | $1.00K | 0.00% | +3 | New |
| Bourgeon Capital Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| CVA Family Office, LLC | 5 | $1.00K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Morton Brown Family Wealth, LLC | 4 | $1.00K | 0.00% | +4 | New |
| TD Waterhouse Canada Inc. | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| Amundi | 8 | $2.00K | 0.00% | −39−83.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 7 | $2.00K | 0.00% | −13−65.0% | Reduced |
| SRS Capital Advisors, Inc. | 8 | $2.00K | 0.00% | +2+33.3% | Added |
| Surevest, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 10 | $2.00K | 0.00% | +10 | New |
| Almanack Investment Partners, LLC. | 6 | $2.00K | 0.00% | +6 | New |
| Glen Eagle Advisors, LLC | 10 | $2.15K | 0.00% | +10 | New |
| Allworth Financial LP | 13 | $3.00K | 0.00% | −41−75.9% | Reduced |
| Bell Investment Advisors, Inc | 16 | $3.00K | 0.00% | −9−36.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $3.00K | 0.00% | +13 | New |
| Federation des caisses Desjardins du Quebec | 16 | $3.43K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 18 | $3.86K | 0.00% | −646−97.3% | Reduced |
| Nisa Investment Advisors, LLC | 21 | $4.00K | 0.00% | −2,448−99.1% | Reduced |
| Smithfield Trust Co | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 25 | $5.00K | 0.00% | −32−56.1% | Reduced |
| Parallel Advisors, LLC | 22 | $5.00K | 0.00% | −19−46.3% | Reduced |
| Institutional & Family Asset Management, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 24 | $5.00K | 0.00% | +3+14.3% | Added |
| Vigilant Capital Management, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 22 | $5.00K | 0.00% | +2+10.0% | Added |
| Howe & Rusling Inc | 21 | $5.00K | 0.00% | +6+40.0% | Added |
| Ancora Advisors, LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 32 | $7.00K | 0.00% | +3+10.3% | Added |
| Exchange Traded Concepts, LLC | 34 | $7.00K | 0.00% | +34 | New |
| Column Capital Advisors, LLC | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 38 | $8.00K | 0.00% | +2+5.6% | Added |
| West Branch Capital LLC | 45 | $10.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 61 | $12.0K | 0.00% | +56+1,120.0% | Added |
| Cambridge Trust Co | 72 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 70 | $15.0K | 0.00% | −1−1.4% | Reduced |
| AdvisorNet Financial, Inc | 75 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 81 | $17.0K | 0.00% | −96−54.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 77 | $17.0K | 0.00% | −7−8.3% | Reduced |
| Proequities, Inc. | 77 | $17.0K | 0.00% | +11+16.7% | Added |
| Huntington National Bank | 85 | $18.0K | 0.00% | +1+1.2% | Added |
| JFS Wealth Advisors, LLC | 91 | $20.0K | 0.00% | +2+2.2% | Added |
| Adirondack Trust Co | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 110 | $24.0K | 0.02% | −216−66.3% | Reduced |
| Ronald Blue Trust, Inc. | 93 | $26.0K | 0.00% | −60−39.2% | Reduced |
| Quadrant Capital Group LLC | 123 | $26.0K | 0.00% | +18+17.1% | Added |
| Financial Management Professionals, Inc. | 133 | $29.0K | 0.01% | −1−0.7% | Reduced |
| Leonteq Securities AG | 137 | $29.4K | 0.00% | +1+0.7% | Added |
| Penserra Capital Management LLC | 140 | $30.0K | 0.00% | +2+1.4% | Added |
| State of Wyoming | 144 | $31.0K | 0.02% | −393−73.2% | Reduced |
| First Horizon Advisors, Inc. | 175 | $36.0K | 0.00% | −2−1.1% | Reduced |
| American Portfolios Advisors | 174 | $37.3K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 182 | $39.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 180 | $39.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 187 | $40.1K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 215 | $46.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 227 | $49.0K | 0.00% | −1−0.4% | Reduced |
| Signaturefd, LLC | 236 | $51.0K | 0.00% | +129+120.6% | Added |
| Newbridge Financial Services Group, Inc. | 300 | $64.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 314 | $67.0K | 0.00% | +14+4.7% | Added |
| Global Retirement Partners, LLC | 342 | $68.0K | 0.01% | +2+0.6% | Added |
| Ellis Investment Partners, LLC | 325 | $69.0K | 0.02% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 347 | $74.0K | 0.01% | +347 | New |
| Ossiam | 354 | $76.0K | 0.00% | +354 | New |
| Montag A & Associates Inc | 397 | $85.0K | 0.01% | −1,002−71.6% | Reduced |
| Altshuler Shaham Ltd | 427 | $92.0K | 0.00% | −50−10.5% | Reduced |
| Trust Co of Vermont | 511 | $110.0K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 654 | $140.0K | 0.00% | −4,000−85.9% | Reduced |
| IFP Advisors, Inc | 934 | $145.0K | 0.00% | +354+61.0% | Added |
| Hallmark Capital Management Inc | 724 | $155.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 759 | $163.0K | 0.01% | −362−32.3% | Reduced |
| Rockefeller Capital Management L.P. | 769 | $163.0K | 0.00% | −23−2.9% | Reduced |
| Alpha Paradigm Partners, LLC | 805 | $173.0K | 0.08% | +805 | New |
| Psagot Value Holdings Ltd. / (Israel) | 850 | $182.0K | 0.05% | +850 | New |
| Eqis Capital Management, Inc. | 975 | $209.2K | 0.02% | +70+7.7% | Added |
| National Bank of Canada | 1,003 | $215.0K | 0.00% | −329−24.7% | Reduced |
| Capula Management Ltd | 1,000 | $215.0K | 0.03% | +1,000 | New |
| JustInvest LLC | 1,005 | $216.0K | 0.01% | −961−48.9% | Reduced |
| Anchor Investment Management, LLC | 1,025 | $219.9K | 0.03% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,055 | $226.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,056 | $227.0K | 0.03% | +1,056 | New |
| Waratah Capital Advisors Ltd. | 1,083 | $232.0K | 0.02% | −4,693−81.3% | Reduced |