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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.

Q4 2022 vs. Q3 2022

How the institutions holding Lithia Motors Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of LAD: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders3927373−12
Shares27.4M209.8K28.3M+1.11M (+4.1%)
Value$5.88B$45.0M$5.81B−$30.4M (−0.5%)

7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (54)

Institutions that held Lithia Motors Inc at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to LAD in Q4 2022
InstitutionSharesValue% of portfolio
Conifer Management, L.L.C.500,000$102.4M12.45%
12 West Capital Management LP130,000$26.6M2.69%
SRS Investment Management, LLC122,838$25.1M0.45%
Engle Capital Management, L.P.49,000$10.0M4.51%
Moran Wealth Management, LLC19,191$3.93M0.15%
Agf Management Ltd14,735$3.02M0.02%
Wesbanco Bank Inc10,713$2.19M0.10%
Janus Henderson Group PLC8,806$1.80M0.00%
Weiss Multi-Strategy Advisers LLC8,602$1.76M0.05%
Point72 Middle East FZE8,223$1.68M0.13%
Pacer Advisors, Inc.7,168$1.47M0.01%
Two Sigma Securities, LLC6,821$1.40M0.20%
FORA Capital, LLC5,352$1.10M0.18%
Pallas Capital Advisors LLC3,992$959.8K0.10%
Legato Capital Management LLC4,347$890.0K0.17%
Maryland State Retirement & Pension System2,274$465.6K0.01%
Petrus Trust Company, LTA2,111$432.2K0.05%
Magnetar Financial LLC2,074$425.0K0.01%
Ruane, Cunniff & Goldfarb L.P.2,061$422.0K0.01%
Van Eck Associates Corp1,842$377.0K0.00%
Campbell & CO Investment Adviser LLC1,775$363.4K0.09%
Quantitative Investment Management, LLC1,585$324.0K0.06%
Cipher Capital LP1,562$319.8K0.06%
FourThought Financial Partners, LLC1,381$282.8K0.04%
Portman Square Capital LLP1,356$277.6K0.14%
Boston Private Wealth LLC1,340$274.4K0.00%
Gyon Technologies Capital Management, LP1,301$266.4K0.10%
HSBC Holdings PLC1,253$256.1K0.00%
Balyasny Asset Management LLC1,199$245.5K0.00%
Creative Planning1,164$238.3K0.00%
Westwood Holdings Group Inc.1,074$220.0K0.00%
Acrisure Capital Management, LLC1,002$205.1K0.23%
Miller Value Partners, LLC1,000$204.7K0.01%
Dalton Investments LLC1,000$204.7K0.18%
Highlander Capital Management, LLC500$102.0K0.05%
Belpointe Asset Management LLC494$101.2K0.01%
Lazard Asset Management LLC296$60.0K0.00%
Comerica Securities,inc.170$34.8K0.00%
Cary Street Partner Investment Advisory LLC76$15.6K0.00%
Riverview Trust Co60$12.0K0.01%
Lindbrook Capital, LLC39$7.99K0.00%
Cornerstone Planning Group LLC28$6.49K0.00%
Cassady Schiller Wealth Management, LLC31$6.35K0.00%
Hollencrest Capital Management25$5.12K0.00%
Park Place Capital Corp23$5.00K0.00%
Fiduciary Alliance LLC19$3.89K0.00%
Baker Avenue Asset Management, LP16$3.28K0.00%
Advisory Services Network, LLC13$2.66K0.00%
Colonial Trust Advisors10$2.05K0.00%
Riverpoint Wealth Management Holdings, LLC8$1.65K0.00%
Manchester Capital Management LLC5$1.02K0.00%
Tfo-TDC, LLC7$1.01K0.00%
Money Concepts Capital Corp4$8190.00%
McClarren Financial Advisors, Inc.1$00.00%

Sold out (66)

Institutions that held Lithia Motors Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of LAD in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Wedge Capital Management L L P160,744$34.5M
Southpoint Capital Advisors LP150,000$32.2M
Susquehanna International Group, LLP69,213$14.8M
Qube Research & Technologies Ltd61,201$13.1M
Steamboat Capital Partners, LLC40,000$8.58M
Tudor Investment Corp Et Al37,689$8.09M
Marshall Wace, LLP27,247$5.85M
Parkwood LLC26,202$5.62M
Winmill & Co. Inc26,125$5.61M
Cobalt Capital Management, Inc.23,020$4.94M
Ergoteles LLC14,456$3.10M
Ellsworth Advisors, LLC13,451$2.89M
Natixis12,000$2.58M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main10,158$2.18M
Argent Capital Management LLC9,382$2.01M
PEAK6 Investments LLC8,627$1.85M
CIBC World Markets Inc.7,944$1.70M
Clark Capital Management Group, Inc.7,552$1.62M
Avalon Investment & Advisory7,182$1.54M
ClariVest Asset Management LLC7,169$1.54M
ExodusPoint Capital Management, LP6,269$1.34M
Assenagon Asset Management S.A.5,025$1.08M
Wolverine Trading, LLC4,955$1.07M
CX Institutional4,551$976.0K
Stamina Capital Management LP4,411$946.0K
DuPont Capital Management Corp4,343$932.0K
Quadrature Capital Ltd3,779$811.0K
Aigen Investment Management, LP3,102$666.0K
Alhambra Investment Partners LLC2,949$633.0K
PDT Partners, LLC2,934$629.0K
Point72 Hong Kong Ltd2,767$594.0K
Cna Financial Corp2,689$577.0K
Nations Financial Group Inc,2,615$561.0K
Intech Investment Management LLC2,573$552.0K
Wellington Management Group LLP2,568$551.0K
New York Life Investments Alternatives2,549$547.0K
Fox Run Management, L.L.C.2,022$434.0K
Affinity Investment Advisors, LLC1,959$420.0K
AlphaCrest Capital Management LLC1,858$399.0K
Boulder Hill Capital Management LP1,800$386.0K
Empowered Funds, LLC1,693$363.0K
Centiva Capital, LP1,400$300.0K
Schroder Investment Management Group1,309$281.0K
CIBC Asset Management Inc1,191$256.0K
Bridgefront Capital, LLC1,193$256.0K
Globeflex Capital L P1,153$247.0K
Cetera Advisors LLC1,080$232.0K
Capula Management Ltd1,000$215.0K
Eqis Capital Management, Inc.975$209.2K
Silvant Capital Management LLC759$163.0K
Altshuler Shaham Ltd427$92.0K
Ellis Investment Partners, LLC325$69.0K
WD Rutherford LLC215$46.0K
Financial Management Professionals, Inc.133$29.0K
Howe & Rusling Inc21$5.00K
Blue Bell Private Wealth Management, LLC14$3.00K
Almanack Investment Partners, LLC.6$2.00K
Loomis Sayles & Co L P6$1.00K
Harbour Investments, Inc.5$1.00K
MUFG Americas Holdings Corp3$1.00K
Bourgeon Capital Management LLC3$1.00K
Capital Advisors, Ltd. LLC5$1.00K
CVA Family Office, LLC5$1.00K
Morton Brown Family Wealth, LLC4$1.00K
Absolute Capital Management, LLC4$863
IMA Wealth, Inc.1$0

Not filed for Q4 2022 yet (7)

Institutions that held Lithia Motors Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LAD in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management202,078$43.4M
AGF Investments LLC6,072$1.30M
FourThought Financial, LLC1,096$235.0K
Wipfli Financial Advisors LLC,347$74.0K
American Portfolios Advisors174$37.3K
Covington Capital Management10$2.00K
Surevest, LLC8$2.00K