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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 186 | $38.1K | 0.00% | +105+129.6% | Added |
| Contravisory Investment Management, Inc. | 182 | $37.3K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 180 | $36.9K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 172 | $35.2K | 0.00% | +138+405.9% | Added |
| Comerica Securities,inc. | 170 | $34.8K | 0.00% | +170 | New |
| CWM, LLC | 168 | $34.0K | 0.00% | −59−26.0% | Reduced |
| First Horizon Advisors, Inc. | 158 | $32.3K | 0.00% | −17−9.7% | Reduced |
| Penserra Capital Management LLC | 147 | $30.0K | 0.00% | +7+5.0% | Added |
| State of Wyoming | 141 | $28.9K | 0.01% | −3−2.1% | Reduced |
| Leonteq Securities AG | 137 | $28.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 90 | $18.5K | 0.00% | −1−1.1% | Reduced |
| Huntington National Bank | 88 | $18.0K | 0.00% | +3+3.5% | Added |
| Proequities, Inc. | 86 | $17.6K | 0.00% | +9+11.7% | Added |
| Ci Investments Inc. | 81 | $17.0K | 0.00% | −7,976−99.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 77 | $15.8K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 76 | $15.6K | 0.00% | +76 | New |
| Lee Financial Co | 70 | $14.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 60 | $12.0K | 0.01% | +60 | New |
| Washington Trust Advisors, Inc. | 55 | $11.3K | 0.00% | 00.0% | Unchanged |
| Amundi | 47 | $11.0K | 0.00% | +39+487.5% | Added |
| Cutler Group LP | 58 | $11.0K | 0.00% | −3,742−98.5% | Reduced |
| West Branch Capital LLC | 45 | $9.21K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 39 | $7.99K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 39 | $7.99K | 0.00% | +39 | New |
| TCI Wealth Advisors, Inc. | 38 | $7.78K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 36 | $7.37K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 32 | $7.00K | 0.01% | −78−70.9% | Reduced |
| Cornerstone Planning Group LLC | 28 | $6.49K | 0.00% | +28 | New |
| Cassady Schiller Wealth Management, LLC | 31 | $6.35K | 0.00% | +31 | New |
| Ancora Advisors, LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $6.00K | 0.00% | +3+11.1% | Added |
| Institutional & Family Asset Management, LLC | 25 | $5.12K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $5.12K | 0.00% | +25 | New |
| Park Place Capital Corp | 23 | $5.00K | 0.00% | +23 | New |
| Parkside Financial Bank & Trust | 24 | $4.91K | 0.00% | −8−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $4.30K | 0.00% | +13+162.5% | Added |
| Parallel Advisors, LLC | 20 | $4.10K | 0.00% | −2−9.1% | Reduced |
| Allworth Financial LP | 20 | $4.09K | 0.00% | +7+53.8% | Added |
| Private Trust Co NA | 21 | $4.00K | 0.00% | −3−12.5% | Reduced |
| Vigilant Capital Management, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 19 | $3.89K | 0.00% | +19 | New |
| HighMark Wealth Management LLC | 18 | $3.69K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 18 | $3.69K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 16 | $3.28K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 16 | $3.28K | 0.00% | +16 | New |
| Cambridge Trust Co | 17 | $3.00K | 0.00% | −55−76.4% | Reduced |
| Bell Investment Advisors, Inc | 14 | $2.87K | 0.00% | −2−12.5% | Reduced |
| Farmers & Merchants Investments Inc | 13 | $2.66K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 13 | $2.66K | 0.00% | +13 | New |
| Glen Eagle Advisors, LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $2.05K | 0.00% | −12−54.5% | Reduced |
| Colonial Trust Advisors | 10 | $2.05K | 0.00% | +10 | New |
| Riverpoint Wealth Management Holdings, LLC | 8 | $1.65K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $1.64K | 0.00% | +4+100.0% | Added |
| TD Waterhouse Canada Inc. | 7 | $1.41K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $1.23K | 0.00% | +1+20.0% | Added |
| Manchester Capital Management LLC | 5 | $1.02K | 0.00% | +5 | New |
| Tfo-TDC, LLC | 7 | $1.01K | 0.00% | +7 | New |
| Benjamin F. Edwards & Company, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $819 | 0.00% | −4−50.0% | Reduced |
| Money Concepts Capital Corp | 4 | $819 | 0.00% | +4 | New |
| JJJ Advisors Inc. | 3 | $706 | 0.00% | −58−95.1% | Reduced |
| Focused Wealth Management, Inc | 3 | $618 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $614 | 0.00% | −72−96.0% | Reduced |
| Sutton Wealth Advisors Inc. | 1 | $205 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $205 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $205 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| 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 |