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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westwood Holdings Group Inc. | 1,074 | $220.0K | 0.00% | +1,074 | New |
| Johnson Investment Counsel Inc | 1,083 | $221.7K | 0.00% | −6,521−85.8% | Reduced |
| Creative Planning | 1,164 | $238.3K | 0.00% | +1,164 | New |
| Shell Asset Management Co | 1,188 | $243.0K | 0.01% | −251−17.4% | Reduced |
| Balyasny Asset Management LLC | 1,199 | $245.5K | 0.00% | +1,199 | New |
| Mercer Global Advisors Inc | 1,205 | $247.0K | 0.00% | +45+3.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,207 | $247.1K | 0.00% | +127+11.8% | Added |
| Jane Street Group, LLC | 1,210 | $247.7K | 0.00% | −58,301−98.0% | Reduced |
| HSBC Holdings PLC | 1,253 | $256.1K | 0.00% | +1,253 | New |
| Profund Advisors LLC | 1,265 | $259.0K | 0.02% | +10+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,278 | $261.7K | 0.00% | +41+3.3% | Added |
| Gyon Technologies Capital Management, LP | 1,301 | $266.4K | 0.10% | +1,301 | New |
| Moody Aldrich Partners LLC | 1,323 | $270.9K | 0.05% | −13−1.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,335 | $273.0K | 0.03% | −7,565−85.0% | Reduced |
| CWM Advisors, LLC | 1,340 | $274.3K | 0.04% | +210+18.6% | Added |
| Boston Private Wealth LLC | 1,340 | $274.4K | 0.00% | +1,340 | New |
| First Hawaiian Bank | 1,352 | $277.0K | 0.01% | −960−41.5% | Reduced |
| Portman Square Capital LLP | 1,356 | $277.6K | 0.14% | +1,356 | New |
| FourThought Financial Partners, LLC | 1,381 | $282.8K | 0.04% | +1,381 | New |
| Shelton Capital Management | 1,409 | $288.5K | 0.03% | −91−6.1% | Reduced |
| GWM Advisors LLC | 1,438 | $290.3K | 0.01% | +348+31.9% | Added |
| Bank of Nova Scotia | 1,425 | $291.8K | 0.00% | −1,445−50.3% | Reduced |
| Echo Street Capital Management LLC | 1,520 | $311.2K | 0.00% | −518−25.4% | Reduced |
| Cipher Capital LP | 1,562 | $319.8K | 0.06% | +1,562 | New |
| Empirical Finance, LLC | 1,569 | $321.2K | 0.03% | +14+0.9% | Added |
| Regions Financial Corp | 1,586 | $324.0K | 0.00% | −43−2.6% | Reduced |
| Quantitative Investment Management, LLC | 1,585 | $324.0K | 0.06% | +1,585 | New |
| BTC Capital Management, Inc. | 1,586 | $324.7K | 0.04% | +214+15.6% | Added |
| Prelude Capital Management, LLC | 1,603 | $328.2K | 0.02% | +462+40.5% | Added |
| Gsa Capital Partners LLP | 1,615 | $331.0K | 0.04% | +559+52.9% | Added |
| Assetmark, Inc | 1,654 | $338.6K | 0.00% | +305+22.6% | Added |
| Rafferty Asset Management, LLC | 1,719 | $351.9K | 0.00% | +38+2.3% | Added |
| ProShare Advisors LLC | 1,736 | $355.4K | 0.00% | +175+11.2% | Added |
| Haverford Trust Co | 1,745 | $357.3K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,775 | $363.4K | 0.09% | +1,775 | New |
| Vident Investment Advisory, LLC | 1,813 | $371.2K | 0.01% | −7,676−80.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,815 | $372.0K | 0.02% | −2,174−54.5% | Reduced |
| MML Investors Services, LLC | 1,826 | $374.0K | 0.00% | −108−5.6% | Reduced |
| Van Eck Associates Corp | 1,842 | $377.0K | 0.00% | +1,842 | New |
| Prospera Financial Services Inc | 1,881 | $385.1K | 0.02% | +18+1.0% | Added |
| Cetera Advisor Networks LLC | 2,004 | $410.3K | 0.00% | +62+3.2% | Added |
| Crossmark Global Holdings, Inc. | 2,024 | $414.0K | 0.01% | −269−11.7% | Reduced |
| Park Avenue Securities LLC | 2,052 | $420.0K | 0.01% | −304−12.9% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 2,061 | $422.0K | 0.01% | +2,061 | New |
| Magnetar Financial LLC | 2,074 | $425.0K | 0.01% | +2,074 | New |
| Yorktown Management & Research Co Inc | 2,100 | $430.0K | 0.53% | −2,350−52.8% | Reduced |
| Petrus Trust Company, LTA | 2,111 | $432.2K | 0.05% | +2,111 | New |
| Pathstone Family Office, LLC | 2,534 | $444.9K | 0.01% | +763+43.1% | Added |
| Commonwealth Equity Services, LLC | 2,182 | $446.0K | 0.00% | −307−12.3% | Reduced |
| Cubist Systematic Strategies, LLC | 2,266 | $463.9K | 0.00% | −10,604−82.4% | Reduced |
| Maryland State Retirement & Pension System | 2,274 | $465.6K | 0.01% | +2,274 | New |
| Simplex Trading, LLC | 2,294 | $469.0K | 0.02% | −4,119−64.2% | Reduced |
| Verition Fund Management LLC | 2,343 | $479.7K | 0.01% | −17,907−88.4% | Reduced |
| Jump Financial, LLC | 2,345 | $480.1K | 0.03% | −608−20.6% | Reduced |
| JustInvest LLC | 2,429 | $497.3K | 0.02% | +1,424+141.7% | Added |
| Snowden Capital Advisors LLC | 2,462 | $504.1K | 0.02% | −476−16.2% | Reduced |
| Securian Asset Management, Inc | 2,514 | $514.7K | 0.01% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 2,524 | $516.8K | 0.28% | +1,090+76.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,530 | $518.0K | 0.01% | −1,446−36.4% | Reduced |
| Outfitter Financial LLC | 2,535 | $519.0K | 0.47% | −96−3.6% | Reduced |
| Fortis Capital Management LLC | 2,641 | $540.6K | 0.40% | −245−8.5% | Reduced |
| US Bancorp | 2,684 | $549.5K | 0.00% | −697−20.6% | Reduced |
| Factorial Partners, LLC | 2,750 | $563.0K | 0.43% | −1,300−32.1% | Reduced |
| Camelot Portfolios, LLC | 2,871 | $587.8K | 0.44% | −193−6.3% | Reduced |
| Algert Global LLC | 2,955 | $605.0K | 0.03% | −3,000−50.4% | Reduced |
| Virginia Retirement Systems Et Al | 3,000 | $614.2K | 0.01% | −3,900−56.5% | Reduced |
| Fulton Bank, N.A. | 3,017 | $617.0K | 0.03% | −1,353−31.0% | Reduced |
| Burney Co | 3,061 | $626.7K | 0.03% | −783−20.4% | Reduced |
| Campbell Newman Asset Management Inc | 3,133 | $641.5K | 0.06% | +101+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,225 | $660.0K | 0.00% | −296−8.4% | Reduced |
| Pictet Asset Management SA | 3,234 | $662.0K | 0.00% | +1,238+62.0% | Added |
| Federated Hermes, Inc. | 3,333 | $682.4K | 0.00% | −973−22.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,350 | $685.9K | 0.07% | −177−5.0% | Reduced |
| Kestra Advisory Services, LLC | 3,452 | $706.8K | 0.01% | +1,311+61.2% | Added |
| Bank of Montreal | 3,618 | $742.7K | 0.00% | +879+32.1% | Added |
| Xponance, Inc. | 3,638 | $744.8K | 0.01% | +390+12.0% | Added |
| Mariner, LLC | 3,643 | $746.0K | 0.00% | −136−3.6% | Reduced |
| Public Employees Retirement Association of Colorado | 3,656 | $749.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 3,767 | $771.3K | 0.05% | −4,006−51.5% | Reduced |
| State of Alaska, Department of Revenue | 3,820 | $782.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 3,913 | $801.1K | 0.00% | −495−11.2% | Reduced |
| Towle & Co | 4,040 | $827.1K | 0.11% | +1,250+44.8% | Added |
| Waldron Private Wealth LLC | 3,885 | $833.0K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,088 | $837.3K | 0.00% | +529+14.9% | Added |
| Guggenheim Capital LLC | 4,112 | $841.9K | 0.01% | +1,593+63.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,189 | $857.7K | 0.00% | +508+13.8% | Added |
| Commerce Bank | 4,201 | $860.1K | 0.01% | −82−1.9% | Reduced |
| California First Leasing Corp | 4,265 | $873.2K | 0.61% | +1,150+36.9% | Added |
| HRT Financial LP | 4,332 | $886.0K | 0.01% | −93,572−95.6% | Reduced |
| Legato Capital Management LLC | 4,347 | $890.0K | 0.17% | +4,347 | New |
| New Mexico Educational Retirement Board | 4,500 | $921.0K | 0.05% | 00.0% | Unchanged |
| Aperture Investors, LLC | 4,542 | $929.9K | 0.15% | −1,984−30.4% | Reduced |
| Handelsbanken Fonder AB | 4,558 | $933.0K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,592 | $939.0K | 0.01% | −200−4.2% | Reduced |
| Pallas Capital Advisors LLC | 3,992 | $959.8K | 0.10% | +3,992 | New |
| Utah Retirement Systems | 4,839 | $990.7K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,842 | $991.4K | 0.00% | +204+4.4% | Added |
| Blueshift Asset Management, LLC | 4,915 | $1.01M | 0.47% | +1,801+57.8% | Added |
| SG Americas Securities, LLC | 5,063 | $1.04M | 0.02% | +3,522+228.6% | Added |
| Epoch Investment Partners, Inc. | 5,213 | $1.07M | 0.01% | −201−3.7% | Reduced |