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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 3,350 | $685.9K | 0.07% | −177−5.0% | Reduced |
| Federated Hermes, Inc. | 3,333 | $682.4K | 0.00% | −973−22.6% | Reduced |
| Pictet Asset Management SA | 3,234 | $662.0K | 0.00% | +1,238+62.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,225 | $660.0K | 0.00% | −296−8.4% | Reduced |
| Campbell Newman Asset Management Inc | 3,133 | $641.5K | 0.06% | +101+3.3% | Added |
| Burney Co | 3,061 | $626.7K | 0.03% | −783−20.4% | Reduced |
| Fulton Bank, N.A. | 3,017 | $617.0K | 0.03% | −1,353−31.0% | Reduced |
| Virginia Retirement Systems Et Al | 3,000 | $614.2K | 0.01% | −3,900−56.5% | Reduced |
| Algert Global LLC | 2,955 | $605.0K | 0.03% | −3,000−50.4% | Reduced |
| Camelot Portfolios, LLC | 2,871 | $587.8K | 0.44% | −193−6.3% | Reduced |
| Factorial Partners, LLC | 2,750 | $563.0K | 0.43% | −1,300−32.1% | Reduced |
| US Bancorp | 2,684 | $549.5K | 0.00% | −697−20.6% | Reduced |
| Fortis Capital Management LLC | 2,641 | $540.6K | 0.40% | −245−8.5% | Reduced |
| Outfitter Financial LLC | 2,535 | $519.0K | 0.47% | −96−3.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,530 | $518.0K | 0.01% | −1,446−36.4% | Reduced |
| Malaga Cove Capital, LLC | 2,524 | $516.8K | 0.28% | +1,090+76.0% | Added |
| Securian Asset Management, Inc | 2,514 | $514.7K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,462 | $504.1K | 0.02% | −476−16.2% | Reduced |
| JustInvest LLC | 2,429 | $497.3K | 0.02% | +1,424+141.7% | Added |
| Jump Financial, LLC | 2,345 | $480.1K | 0.03% | −608−20.6% | Reduced |
| Verition Fund Management LLC | 2,343 | $479.7K | 0.01% | −17,907−88.4% | Reduced |
| Simplex Trading, LLC | 2,294 | $469.0K | 0.02% | −4,119−64.2% | Reduced |
| Maryland State Retirement & Pension System | 2,274 | $465.6K | 0.01% | +2,274 | New |
| Cubist Systematic Strategies, LLC | 2,266 | $463.9K | 0.00% | −10,604−82.4% | Reduced |
| Commonwealth Equity Services, LLC | 2,182 | $446.0K | 0.00% | −307−12.3% | Reduced |
| Pathstone Family Office, LLC | 2,534 | $444.9K | 0.01% | +763+43.1% | Added |
| Petrus Trust Company, LTA | 2,111 | $432.2K | 0.05% | +2,111 | New |
| Yorktown Management & Research Co Inc | 2,100 | $430.0K | 0.53% | −2,350−52.8% | Reduced |
| Magnetar Financial LLC | 2,074 | $425.0K | 0.01% | +2,074 | New |
| Ruane, Cunniff & Goldfarb L.P. | 2,061 | $422.0K | 0.01% | +2,061 | New |
| Park Avenue Securities LLC | 2,052 | $420.0K | 0.01% | −304−12.9% | Reduced |
| Crossmark Global Holdings, Inc. | 2,024 | $414.0K | 0.01% | −269−11.7% | Reduced |
| Cetera Advisor Networks LLC | 2,004 | $410.3K | 0.00% | +62+3.2% | Added |
| Prospera Financial Services Inc | 1,881 | $385.1K | 0.02% | +18+1.0% | Added |
| Van Eck Associates Corp | 1,842 | $377.0K | 0.00% | +1,842 | New |
| MML Investors Services, LLC | 1,826 | $374.0K | 0.00% | −108−5.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,815 | $372.0K | 0.02% | −2,174−54.5% | Reduced |
| Vident Investment Advisory, LLC | 1,813 | $371.2K | 0.01% | −7,676−80.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,775 | $363.4K | 0.09% | +1,775 | New |
| Haverford Trust Co | 1,745 | $357.3K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,736 | $355.4K | 0.00% | +175+11.2% | Added |
| Rafferty Asset Management, LLC | 1,719 | $351.9K | 0.00% | +38+2.3% | Added |
| Assetmark, Inc | 1,654 | $338.6K | 0.00% | +305+22.6% | Added |
| Gsa Capital Partners LLP | 1,615 | $331.0K | 0.04% | +559+52.9% | Added |
| Prelude Capital Management, LLC | 1,603 | $328.2K | 0.02% | +462+40.5% | Added |
| BTC Capital Management, Inc. | 1,586 | $324.7K | 0.04% | +214+15.6% | 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 |
| Empirical Finance, LLC | 1,569 | $321.2K | 0.03% | +14+0.9% | Added |
| Cipher Capital LP | 1,562 | $319.8K | 0.06% | +1,562 | New |
| Echo Street Capital Management LLC | 1,520 | $311.2K | 0.00% | −518−25.4% | Reduced |
| Bank of Nova Scotia | 1,425 | $291.8K | 0.00% | −1,445−50.3% | Reduced |
| GWM Advisors LLC | 1,438 | $290.3K | 0.01% | +348+31.9% | Added |
| Shelton Capital Management | 1,409 | $288.5K | 0.03% | −91−6.1% | Reduced |
| FourThought Financial Partners, LLC | 1,381 | $282.8K | 0.04% | +1,381 | New |
| Portman Square Capital LLP | 1,356 | $277.6K | 0.14% | +1,356 | New |
| First Hawaiian Bank | 1,352 | $277.0K | 0.01% | −960−41.5% | Reduced |
| Boston Private Wealth LLC | 1,340 | $274.4K | 0.00% | +1,340 | New |
| CWM Advisors, LLC | 1,340 | $274.3K | 0.04% | +210+18.6% | Added |
| Dynamic Technology Lab Private Ltd | 1,335 | $273.0K | 0.03% | −7,565−85.0% | Reduced |
| Moody Aldrich Partners LLC | 1,323 | $270.9K | 0.05% | −13−1.0% | Reduced |
| Gyon Technologies Capital Management, LP | 1,301 | $266.4K | 0.10% | +1,301 | New |
| Northwestern Mutual Wealth Management Co | 1,278 | $261.7K | 0.00% | +41+3.3% | Added |
| Profund Advisors LLC | 1,265 | $259.0K | 0.02% | +10+0.8% | Added |
| HSBC Holdings PLC | 1,253 | $256.1K | 0.00% | +1,253 | New |
| Jane Street Group, LLC | 1,210 | $247.7K | 0.00% | −58,301−98.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,207 | $247.1K | 0.00% | +127+11.8% | Added |
| Mercer Global Advisors Inc | 1,205 | $247.0K | 0.00% | +45+3.9% | Added |
| Balyasny Asset Management LLC | 1,199 | $245.5K | 0.00% | +1,199 | New |
| Shell Asset Management Co | 1,188 | $243.0K | 0.01% | −251−17.4% | Reduced |
| Creative Planning | 1,164 | $238.3K | 0.00% | +1,164 | New |
| Johnson Investment Counsel Inc | 1,083 | $221.7K | 0.00% | −6,521−85.8% | Reduced |
| Westwood Holdings Group Inc. | 1,074 | $220.0K | 0.00% | +1,074 | New |
| Connors Investor Services Inc | 1,055 | $216.0K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 1,033 | $211.5K | 0.00% | +30+3.0% | Added |
| Acrisure Capital Management, LLC | 1,002 | $205.1K | 0.23% | +1,002 | New |
| Miller Value Partners, LLC | 1,000 | $204.7K | 0.01% | +1,000 | New |
| Dalton Investments LLC | 1,000 | $204.7K | 0.18% | +1,000 | New |
| Psagot Value Holdings Ltd. / (Israel) | 850 | $174.0K | 0.05% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 805 | $165.0K | 0.07% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 750 | $153.6K | 0.02% | −275−26.8% | Reduced |
| Rockefeller Capital Management L.P. | 701 | $142.0K | 0.00% | −68−8.8% | Reduced |
| IFP Advisors, Inc | 917 | $130.0K | 0.00% | −17−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 611 | $125.1K | 0.00% | −68,556−99.1% | Reduced |
| Trust Co of Vermont | 511 | $104.6K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $102.0K | 0.05% | +500 | New |
| Belpointe Asset Management LLC | 494 | $101.2K | 0.01% | +494 | New |
| Steward Partners Investment Advisory, LLC | 470 | $96.2K | 0.00% | +156+49.7% | Added |
| Quadrant Capital Group LLC | 408 | $83.5K | 0.01% | +285+231.7% | Added |
| Ossiam | 354 | $72.5K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 350 | $71.7K | 0.01% | −374−51.7% | Reduced |
| Global Retirement Partners, LLC | 342 | $70.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 330 | $67.6K | 0.01% | +305+1,220.0% | Added |
| Itau Unibanco Holding S.A. | 328 | $66.7K | 0.00% | −985−75.0% | Reduced |
| Montag A & Associates Inc | 316 | $64.7K | 0.00% | −81−20.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 300 | $61.4K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 296 | $60.0K | 0.00% | +296 | New |
| Signaturefd, LLC | 293 | $60.0K | 0.00% | +57+24.2% | Added |
| Ronald Blue Trust, Inc. | 180 | $39.0K | 0.00% | +87+93.5% | Added |
| Nomura Asset Management Co Ltd | 187 | $38.3K | 0.00% | 00.0% | Unchanged |