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 |
|---|---|---|---|---|---|
| Twinbeech Capital LP | 45,867 | $9.39M | 0.18% | +10,870+31.1% | Added |
| Logan Capital Management Inc | 45,868 | $9.39M | 0.48% | −4,564−9.0% | Reduced |
| State of Wisconsin Investment Board | 46,631 | $9.55M | 0.03% | −1,931−4.0% | Reduced |
| Engle Capital Management, L.P. | 49,000 | $10.0M | 4.51% | +49,000 | New |
| UBS Asset Management Americas Inc | 49,967 | $10.2M | 0.01% | +581+1.2% | Added |
| Squarepoint Ops LLC | 50,151 | $10.3M | 0.08% | −61,704−55.2% | Reduced |
| Boston Partners | 50,148 | $10.3M | 0.01% | +90.0% | Added |
| Franklin Resources Inc | 52,063 | $10.7M | 0.01% | −14,538−21.8% | Reduced |
| Legal & General Group Plc | 55,208 | $11.3M | 0.00% | −1,929−3.4% | Reduced |
| Channing Capital Management, LLC | 56,646 | $11.6M | 0.37% | +10,849+23.7% | Added |
| Perpetual Investment Management Ltd | 59,826 | $12.2M | 1.46% | +10,316+20.8% | Added |
| Ensign Peak Advisors, Inc | 60,746 | $12.4M | 0.03% | +1,714+2.9% | Added |
| California Public Employees Retirement System | 61,265 | $12.5M | 0.01% | −909−1.5% | Reduced |
| AQR Capital Management LLC | 64,834 | $13.0M | 0.03% | −26,444−29.0% | Reduced |
| Swiss National Bank | 66,400 | $13.6M | 0.01% | −2,200−3.2% | Reduced |
| Goldman Sachs Group Inc | 68,636 | $14.1M | 0.00% | −81,087−54.2% | Reduced |
| Retirement Systems of Alabama | 70,433 | $14.4M | 0.06% | −40.0% | Reduced |
| Bank of America Corp | 71,069 | $14.6M | 0.00% | −33,400−32.0% | Reduced |
| New York State Common Retirement Fund | 76,165 | $15.6M | 0.02% | +2,581+3.5% | Added |
| Nuveen Asset Management, LLC | 87,619 | $17.9M | 0.01% | −64,476−42.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 87,999 | $18.0M | 0.15% | +48,803+124.5% | Added |
| Rhumbline Advisers | 88,243 | $18.1M | 0.02% | +3,237+3.8% | Added |
| Neuberger Berman Group LLC | 89,768 | $18.4M | 0.02% | −422,402−82.5% | Reduced |
| Granahan Investment Management Inc | 89,964 | $18.4M | 0.56% | +28,418+46.2% | Added |
| Park West Asset Management LLC | 92,787 | $19.0M | 1.90% | −176,831−65.6% | Reduced |
| D.A. Davidson & Co. | 93,870 | $19.2M | 0.23% | +92,406+6,311.9% | Added |
| Kennedy Capital Management, Inc. | 96,740 | $19.8M | 0.56% | +26,272+37.3% | Added |
| SEI Investments Co | 97,067 | $19.9M | 0.04% | −6,898−6.6% | Reduced |
| Thrivent Financial for Lutherans | 102,447 | $21.0M | 0.05% | −42,900−29.5% | Reduced |
| British Columbia Investment Management Corp | 103,456 | $21.2M | 0.23% | +13,000+14.4% | Added |
| Principal Financial Group Inc | 107,202 | $21.9M | 0.02% | −111−0.1% | Reduced |
| Clearbridge Investments, LLC | 107,254 | $22.0M | 0.02% | −8,530−7.4% | Reduced |
| Davidson Kempner Capital Management LP | 114,172 | $23.4M | 0.50% | +94,572+482.5% | Added |
| SRS Investment Management, LLC | 122,838 | $25.1M | 0.45% | +122,838 | New |
| 12 West Capital Management LP | 130,000 | $26.6M | 2.69% | +130,000 | New |
| Voloridge Investment Management, LLC | 141,788 | $29.0M | 0.16% | +31,685+28.8% | Added |
| Citadel Advisors LLC | 148,533 | $30.4M | 0.04% | −12,198−7.6% | Reduced |
| Brandywine Global Investment Management, LLC | 149,184 | $30.5M | 0.24% | −6,339−4.1% | Reduced |
| Fiera Capital Corp | 151,169 | $31.0M | 0.10% | −3,707−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 163,824 | $33.5M | 0.02% | +28,079+20.7% | Added |
| Iridian Asset Management LLC | 179,827 | $36.8M | 3.55% | +35,545+24.6% | Added |
| Chicago Capital, LLC | 196,617 | $40.3M | 2.23% | +30,130+18.1% | Added |
| Ameriprise Financial Inc | 205,436 | $42.1M | 0.01% | +8,735+4.4% | Added |
| Northern Trust Corp | 230,267 | $47.1M | 0.01% | +4,234+1.9% | Added |
| Invesco Ltd. | 230,789 | $47.3M | 0.01% | +25,156+12.2% | Added |
| Russell Investments Group, Ltd. | 241,201 | $49.2M | 0.10% | −5,800−2.3% | Reduced |
| JPMorgan Chase & Co | 248,983 | $51.0M | 0.01% | −10,098−3.9% | Reduced |
| Baupost Group LLCSuperinvestorBaupost Group | 250,000 | $51.2M | 0.83% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 251,798 | $51.6M | 0.02% | +8,597+3.5% | Added |
| Bank of New York Mellon Corp | 292,954 | $60.0M | 0.01% | +6,462+2.3% | Added |
| Tensile Capital Management LP | 299,912 | $61.4M | 9.61% | +20,000+7.1% | Added |
| Norges Bank | 318,380 | $65.2M | 0.02% | −2,911−0.9% | Reduced |
| Frontier Capital Management Co LLC | 328,415 | $67.2M | 0.73% | +273,195+494.7% | Added |
| Canada Pension Plan Investment Board | 334,065 | $68.4M | 0.12% | +333,411+50,980.3% | Added |
| Geode Capital Management, LLC | 378,096 | $77.4M | 0.01% | +8,209+2.2% | Added |
| Cardinal Capital Management LLC | 382,445 | $78.3M | 2.53% | −11,903−3.0% | Reduced |
| FMR LLC | 406,475 | $83.2M | 0.01% | +23,643+6.2% | Added |
| GW&K Investment Management, LLC | 408,802 | $83.7M | 0.85% | −7,366−1.8% | Reduced |
| Cooperman Leon G | 410,753 | $84.1M | 5.24% | +160,000+63.8% | Added |
| Morgan Stanley | 463,753 | $94.9M | 0.01% | +247,174+114.1% | Added |
| Conifer Management, L.L.C. | 500,000 | $102.4M | 12.45% | +500,000 | New |
| Lyrical Asset Management LP | 566,221 | $121.5M | 2.57% | −34,396−5.7% | Reduced |
| Alliancebernstein L.P. | 638,011 | $130.6M | 0.06% | −100,206−13.6% | Reduced |
| Royal London Asset Management Ltd | 655,386 | $134.2M | 0.60% | +67,523+11.5% | Added |
| Dimensional Fund Advisors LP | 774,020 | $158.5M | 0.06% | +12,144+1.6% | Added |
| State Street Corp | 785,956 | $160.9M | 0.01% | +27,289+3.6% | Added |
| Brave Warrior Advisors, LLC | 1,084,461 | $222.0M | 7.00% | −51,747−4.6% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,333,498 | $273.0M | 0.56% | +367,207+38.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,381,848 | $282.9M | 1.06% | +92,555+7.2% | Added |
| MFN Partners Management, LP | 1,551,077 | $317.6M | 14.01% | +351,163+29.3% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 2,351,068 | $481.4M | 17.17% | 00.0% | Unchanged |
| BlackRock Inc. | 2,434,637 | $498.5M | 0.02% | +84,403+3.6% | Added |
| Vanguard Group Inc | 2,792,188 | $571.7M | 0.02% | +44,657+1.6% | Added |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −160,744−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −69,213−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −61,201−100.0% | Sold out |
| Steamboat Capital Partners, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −37,689−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −27,247−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −26,202−100.0% | Sold out |
| Winmill & Co. Inc | 0 | $0 | 0.00% | −26,125−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −23,020−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −14,456−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −13,451−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −10,158−100.0% | Sold out |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −9,382−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −8,627−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −7,944−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −7,552−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −7,182−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −7,169−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,269−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −5,025−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,955−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −4,551−100.0% | Sold out |
| Stamina Capital Management LP | 0 | $0 | 0.00% | −4,411−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −4,343−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,779−100.0% | Sold out |