Skip to main content

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, Q4 2022

Institutional positions in Lithia Motors Inc as of Dec 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
373
−12 vs. Q3 2022
Shares held
28.3M
+1.11M (+4.1%) vs. Q3 2022
Total value
$5.81B
−$30.4M (−0.5%) vs. Q3 2022
New holders
54
119 more added
Sold out
66
141 more reduced

7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 373 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 heldQ4 2022: $5.81B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q3 2022.

Institutions holding LAD in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc2,792,188$571.7M0.02%+44,657+1.6%Added
BlackRock Inc.2,434,637$498.5M0.02%+84,403+3.6%Added
Abrams Capital Management, L.P.SuperinvestorAbrams Capital2,351,068$481.4M17.17%00.0%Unchanged
MFN Partners Management, LP1,551,077$317.6M14.01%+351,163+29.3%Added
Barrow Hanley Mewhinney & Strauss LLC1,381,848$282.9M1.06%+92,555+7.2%Added
Harris Associates L PSuperinvestorHarris Associates (Oakmark)1,333,498$273.0M0.56%+367,207+38.0%Added
Brave Warrior Advisors, LLC1,084,461$222.0M7.00%−51,747−4.6%Reduced
State Street Corp785,956$160.9M0.01%+27,289+3.6%Added
Dimensional Fund Advisors LP774,020$158.5M0.06%+12,144+1.6%Added
Royal London Asset Management Ltd655,386$134.2M0.60%+67,523+11.5%Added
Alliancebernstein L.P.638,011$130.6M0.06%−100,206−13.6%Reduced
Lyrical Asset Management LP566,221$121.5M2.57%−34,396−5.7%Reduced
Conifer Management, L.L.C.500,000$102.4M12.45%+500,000New
Morgan Stanley463,753$94.9M0.01%+247,174+114.1%Added
Cooperman Leon G410,753$84.1M5.24%+160,000+63.8%Added
GW&K Investment Management, LLC408,802$83.7M0.85%−7,366−1.8%Reduced
FMR LLC406,475$83.2M0.01%+23,643+6.2%Added
Cardinal Capital Management LLC382,445$78.3M2.53%−11,903−3.0%Reduced
Geode Capital Management, LLC378,096$77.4M0.01%+8,209+2.2%Added
Canada Pension Plan Investment Board334,065$68.4M0.12%+333,411+50,980.3%Added
Frontier Capital Management Co LLC328,415$67.2M0.73%+273,195+494.7%Added
Norges Bank318,380$65.2M0.02%−2,911−0.9%Reduced
Tensile Capital Management LP299,912$61.4M9.61%+20,000+7.1%Added
Bank of New York Mellon Corp292,954$60.0M0.01%+6,462+2.3%Added
Charles Schwab Investment Management Inc251,798$51.6M0.02%+8,597+3.5%Added
Baupost Group LLCSuperinvestorBaupost Group250,000$51.2M0.83%00.0%Unchanged
JPMorgan Chase & Co248,983$51.0M0.01%−10,098−3.9%Reduced
Russell Investments Group, Ltd.241,201$49.2M0.10%−5,800−2.3%Reduced
Invesco Ltd.230,789$47.3M0.01%+25,156+12.2%Added
Northern Trust Corp230,267$47.1M0.01%+4,234+1.9%Added
Ameriprise Financial Inc205,436$42.1M0.01%+8,735+4.4%Added
Chicago Capital, LLC196,617$40.3M2.23%+30,130+18.1%Added
Iridian Asset Management LLC179,827$36.8M3.55%+35,545+24.6%Added
Manufacturers Life Insurance Company, The163,824$33.5M0.02%+28,079+20.7%Added
Fiera Capital Corp151,169$31.0M0.10%−3,707−2.4%Reduced
Brandywine Global Investment Management, LLC149,184$30.5M0.24%−6,339−4.1%Reduced
Citadel Advisors LLC148,533$30.4M0.04%−12,198−7.6%Reduced
Voloridge Investment Management, LLC141,788$29.0M0.16%+31,685+28.8%Added
12 West Capital Management LP130,000$26.6M2.69%+130,000New
SRS Investment Management, LLC122,838$25.1M0.45%+122,838New
Davidson Kempner Capital Management LP114,172$23.4M0.50%+94,572+482.5%Added
Clearbridge Investments, LLC107,254$22.0M0.02%−8,530−7.4%Reduced
Principal Financial Group Inc107,202$21.9M0.02%−111−0.1%Reduced
British Columbia Investment Management Corp103,456$21.2M0.23%+13,000+14.4%Added
Thrivent Financial for Lutherans102,447$21.0M0.05%−42,900−29.5%Reduced
SEI Investments Co97,067$19.9M0.04%−6,898−6.6%Reduced
Kennedy Capital Management, Inc.96,740$19.8M0.56%+26,272+37.3%Added
D.A. Davidson & Co.93,870$19.2M0.23%+92,406+6,311.9%Added
Park West Asset Management LLC92,787$19.0M1.90%−176,831−65.6%Reduced
Granahan Investment Management Inc89,964$18.4M0.56%+28,418+46.2%Added
Neuberger Berman Group LLC89,768$18.4M0.02%−422,402−82.5%Reduced
Rhumbline Advisers88,243$18.1M0.02%+3,237+3.8%Added
Schonfeld Strategic Advisors LLC87,999$18.0M0.15%+48,803+124.5%Added
Nuveen Asset Management, LLC87,619$17.9M0.01%−64,476−42.4%Reduced
New York State Common Retirement Fund76,165$15.6M0.02%+2,581+3.5%Added
Bank of America Corp71,069$14.6M0.00%−33,400−32.0%Reduced
Retirement Systems of Alabama70,433$14.4M0.06%−40.0%Reduced
Goldman Sachs Group Inc68,636$14.1M0.00%−81,087−54.2%Reduced
Swiss National Bank66,400$13.6M0.01%−2,200−3.2%Reduced
AQR Capital Management LLC64,834$13.0M0.03%−26,444−29.0%Reduced
California Public Employees Retirement System61,265$12.5M0.01%−909−1.5%Reduced
Ensign Peak Advisors, Inc60,746$12.4M0.03%+1,714+2.9%Added
Perpetual Investment Management Ltd59,826$12.2M1.46%+10,316+20.8%Added
Channing Capital Management, LLC56,646$11.6M0.37%+10,849+23.7%Added
Legal & General Group Plc55,208$11.3M0.00%−1,929−3.4%Reduced
Franklin Resources Inc52,063$10.7M0.01%−14,538−21.8%Reduced
Boston Partners50,148$10.3M0.01%+90.0%Added
Squarepoint Ops LLC50,151$10.3M0.08%−61,704−55.2%Reduced
UBS Asset Management Americas Inc49,967$10.2M0.01%+581+1.2%Added
Engle Capital Management, L.P.49,000$10.0M4.51%+49,000New
State of Wisconsin Investment Board46,631$9.55M0.03%−1,931−4.0%Reduced
Logan Capital Management Inc45,868$9.39M0.48%−4,564−9.0%Reduced
Twinbeech Capital LP45,867$9.39M0.18%+10,870+31.1%Added
Prudential Financial Inc45,413$9.30M0.02%−40,345−47.0%Reduced
Arrowstreet Capital, Limited Partnership45,024$9.22M0.01%+10,174+29.2%Added
Smith, Graham & Co., Investment Advisors, LP43,887$8.99M1.10%−143−0.3%Reduced
American International Group, Inc.42,575$8.72M0.06%−859−2.0%Reduced
First Trust Advisors LP41,805$8.56M0.01%+3,325+8.6%Added
River Road Asset Management, LLC40,046$8.20M0.11%+13,152+48.9%Added
American Century Companies Inc38,243$7.83M0.01%+27,211+246.7%Added
Rothschild & Co Asset Management US Inc.37,720$7.72M0.12%−3,157−7.7%Reduced
Punch & Associates Investment Management, Inc.37,533$7.68M0.50%+202+0.5%Added
New York State Teachers Retirement System37,108$7.60M0.02%−845−2.2%Reduced
Macquarie Group Ltd36,601$7.49M0.01%−4,868−11.7%Reduced
California State Teachers Retirement System35,048$7.18M0.01%−826−2.3%Reduced
S&T Bank34,912$7.15M1.32%−1,195−3.3%Reduced
Credit Suisse AG34,643$7.09M0.01%+6,490+23.1%Added
Envestnet Asset Management Inc33,463$6.85M0.00%−1,400−4.0%Reduced
Owl Creek Asset Management, L.P.32,982$6.75M0.48%+14,652+79.9%Added
Victory Capital Management Inc28,542$5.84M0.01%−31,363−52.4%Reduced
First Eagle Investment Management, LLC27,542$5.64M0.02%+9,537+53.0%Added
UBS Group AG27,394$5.61M0.00%−30,941−53.0%Reduced
Wells Fargo & Company27,268$5.58M0.00%−5,416−16.6%Reduced
Raymond James & Associates26,690$5.46M0.01%−1,114−4.0%Reduced
Mutual of America Capital Management LLC24,255$4.97M0.06%+262+1.1%Added
Amalgamated Bank24,147$4.94M0.04%+4,407+22.3%Added
Employees Retirement System of Texas24,000$4.91M0.07%00.0%Unchanged
Royal Bank of Canada23,775$4.87M0.00%−22,458−48.6%Reduced
Millennium Management LLC23,375$4.79M0.01%−19,978−46.1%Reduced
BNP Paribas Arbitrage, SA22,212$4.55M0.01%+2,223+11.1%Added