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 |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 850 | $182.0K | 0.05% | +850 | New |
| Alpha Paradigm Partners, LLC | 805 | $173.0K | 0.08% | +805 | New |
| 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 |
| Hallmark Capital Management Inc | 724 | $155.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 934 | $145.0K | 0.00% | +354+61.0% | Added |
| Canada Pension Plan Investment Board | 654 | $140.0K | 0.00% | −4,000−85.9% | Reduced |
| Trust Co of Vermont | 511 | $110.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 427 | $92.0K | 0.00% | −50−10.5% | Reduced |
| Montag A & Associates Inc | 397 | $85.0K | 0.01% | −1,002−71.6% | Reduced |
| Ossiam | 354 | $76.0K | 0.00% | +354 | New |
| Wipfli Financial Advisors LLC, | 347 | $74.0K | 0.01% | +347 | New |
| Ellis Investment Partners, LLC | 325 | $69.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 342 | $68.0K | 0.01% | +2+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 314 | $67.0K | 0.00% | +14+4.7% | Added |
| Newbridge Financial Services Group, Inc. | 300 | $64.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $51.0K | 0.00% | +129+120.6% | Added |
| CWM, LLC | 227 | $49.0K | 0.00% | −1−0.4% | Reduced |
| WD Rutherford LLC | 215 | $46.0K | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 187 | $40.1K | 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 |
| American Portfolios Advisors | 174 | $37.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 175 | $36.0K | 0.00% | −2−1.1% | Reduced |
| State of Wyoming | 144 | $31.0K | 0.02% | −393−73.2% | Reduced |
| Penserra Capital Management LLC | 140 | $30.0K | 0.00% | +2+1.4% | Added |
| Leonteq Securities AG | 137 | $29.4K | 0.00% | +1+0.7% | Added |
| Financial Management Professionals, Inc. | 133 | $29.0K | 0.01% | −1−0.7% | 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 |
| Covestor Ltd | 110 | $24.0K | 0.02% | −216−66.3% | Reduced |
| Adirondack Trust Co | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 91 | $20.0K | 0.00% | +2+2.2% | Added |
| Huntington National Bank | 85 | $18.0K | 0.00% | +1+1.2% | Added |
| 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 |
| AdvisorNet Financial, Inc | 75 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 72 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 70 | $15.0K | 0.00% | −1−1.4% | Reduced |
| 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 |
| West Branch Capital LLC | 45 | $10.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 32 | $7.00K | 0.00% | +3+10.3% | Added |
| Exchange Traded Concepts, LLC | 34 | $7.00K | 0.00% | +34 | New |
| Ancora Advisors, LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 27 | $6.00K | 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 |
| 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 |
| Atlas Capital Advisors LLC | 18 | $3.86K | 0.00% | −646−97.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 16 | $3.43K | 0.00% | 00.0% | Unchanged |
| 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 |
| Glen Eagle Advisors, LLC | 10 | $2.15K | 0.00% | +10 | New |
| 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 |
| TD Waterhouse Canada Inc. | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| 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 |
| Absolute Capital Management, LLC | 4 | $863 | 0.00% | +4 | New |
| Sutton Wealth Advisors Inc. | 1 | $215 | 0.00% | −3−75.0% | Reduced |
| 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 |
| Simcoe Capital Management, LLC | 0 | $0 | 0.00% | −129,400−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −119,562−100.0% | Sold out |
| Tran Capital Management, L.P. | 0 | $0 | 0.00% | −71,912−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −55,309−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −41,887−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −40,800−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −34,637−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −21,378−100.0% | Sold out |