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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.

13F holders, Q1 2023

Institutional positions in Lithia Motors Inc as of Mar 31, 2023. 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
376
+9 vs. Q4 2022
Shares held
28.9M
+719.6K (+2.6%) vs. Q4 2022
Total value
$6.60B
+$820.1M (+14.2%) vs. Q4 2022
New holders
56
127 more added
Sold out
47
124 more reduced

6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 376 institutions
Q1 2021: 389 institutionsQ2 2021: 403 institutionsQ3 2021: 423 institutionsQ4 2021: 430 institutionsQ1 2022: 426 institutionsQ2 2022: 417 institutionsQ3 2022: 392 institutionsQ4 2022: 373 institutionsQ1 2023: 376 institutionsQ2 2023: 369 institutionsQ3 2023: 388 institutionsQ4 2023: 387 institutionsQ1 2024: 413 institutionsQ2 2024: 375 institutionsQ3 2024: 405 institutionsQ4 2024: 441 institutionsQ1 2025: 471 institutionsQ2 2025: 453 institutionsQ3 2025: 453 institutionsQ4 2025: 482 institutionsQ1 2026: 436 institutionsQ2 2026: 445 institutions
Value heldQ1 2023: $6.60B
Q1 2021: $10.0BQ2 2021: $9.77BQ3 2021: $8.88BQ4 2021: $8.10BQ1 2022: $8.40BQ2 2022: $7.43BQ3 2022: $5.88BQ4 2022: $5.81BQ1 2023: $6.60BQ2 2023: $8.95BQ3 2023: $8.40BQ4 2023: $9.45BQ1 2024: $8.55BQ2 2024: $6.95BQ3 2024: $8.92BQ4 2024: $10.0BQ1 2025: $7.91BQ2 2025: $8.82BQ3 2025: $7.68BQ4 2025: $7.99BQ1 2026: $6.12BQ2 2026: $7.13B
Institutions holding LAD and their total value by quarter
QuarterHoldersValue
Q2 2026445$7.13B
Q1 2026436$6.12B
Q4 2025482$7.99B
Q3 2025453$7.68B
Q2 2025453$8.82B
Q1 2025471$7.91B
Q4 2024441$10.0B
Q3 2024405$8.92B
Q2 2024375$6.95B
Q1 2024413$8.55B
Q4 2023387$9.45B
Q3 2023388$8.40B
Q2 2023369$8.95B
Q1 2023376$6.60B
Q4 2022373$5.81B
Q3 2022392$5.88B
Q2 2022417$7.43B
Q1 2022426$8.40B
Q4 2021430$8.10B
Q3 2021423$8.88B
Q2 2021403$9.77B
Q1 2021389$10.0B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q4 2022.

Institutions holding LAD in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$2290.00%00.0%Unchanged
25 LLC2$4380.00%+2New
Glassman Wealth Services2$4580.00%+2New
JJJ Advisors Inc.3$6770.00%00.0%Unchanged
Manchester Capital Management LLC3$6870.00%−2−40.0%Reduced
Focused Wealth Management, Inc3$6930.00%00.0%Unchanged
Versant Capital Management, Inc4$9130.00%+3+300.0%Added
SRS Capital Advisors, Inc.4$9160.00%00.0%Unchanged
Bessemer Group Inc5$1.00K0.00%+5New
TD Waterhouse Canada Inc.7$1.57K0.00%00.0%Unchanged
Disciplined Investments, LLC7$1.60K0.00%+1+16.7%Added
AdvisorNet Financial, Inc8$1.83K0.00%+5+166.7%Added
SJS Investment Consulting Inc.8$1.83K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.7$2.00K0.00%00.0%Unchanged
Values First Advisors, Inc.9$2.02K0.00%+9New
Massmutual Trust Co FSB9$2.06K0.00%+8+800.0%Added
Geneos Wealth Management Inc.9$2.06K0.00%+9New
Milestone Investment Advisors LLC9$2.06K0.00%+9New
Colonial Trust Advisors10$2.29K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC10$2.29K0.00%−11−52.4%Reduced
Farmers & Merchants Investments Inc13$2.98K0.00%00.0%Unchanged
Advisory Services Network, LLC13$2.98K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC13$2.98K0.00%+13New
Venturi Wealth Management, LLC14$3.21K0.00%+14New
Baker Avenue Asset Management, LP16$3.66K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec16$3.66K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC18$4.10K0.00%+18New
HighMark Wealth Management LLC18$4.12K0.00%00.0%Unchanged
Bell Investment Advisors, Inc18$4.12K0.00%+4+28.6%Added
Schubert & Co18$4.12K0.00%+8+80.0%Added
Private Trust Co NA21$4.81K0.00%00.0%Unchanged
Smithfield Trust Co21$5.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust22$5.04K0.00%−2−8.3%Reduced
Park Place Capital Corp23$5.26K0.00%00.0%Unchanged
Hollencrest Capital Management25$5.72K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC25$5.72K0.00%00.0%Unchanged
Front Row Advisors LLC28$6.00K0.00%−2−6.7%Reduced
Ancora Advisors, LLC29$6.64K0.00%00.0%Unchanged
Brown Brothers Harriman & Co30$6.87K0.00%+30New
Global Retirement Partners, LLC32$6.96K0.00%−310−90.6%Reduced
Covestor Ltd32$7.00K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.31$7.10K0.00%−7−18.4%Reduced
Cassady Schiller Wealth Management, LLC31$7.10K0.00%00.0%Unchanged
Allworth Financial LP32$7.33K0.00%+12+60.0%Added
Whittier Trust Co of Nevada Inc36$8.24K0.00%00.0%Unchanged
Column Capital Advisors, LLC39$8.93K0.00%00.0%Unchanged
Lindbrook Capital, LLC43$9.84K0.00%+4+10.3%Added
West Branch Capital LLC45$10.3K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.55$12.6K0.00%00.0%Unchanged
Parallel Advisors, LLC55$12.6K0.00%+35+175.0%Added
Loomis Sayles & Co L P57$13.0K0.00%+57New
Riverview Trust Co60$13.7K0.01%00.0%Unchanged
Lee Financial Co70$16.0K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC76$17.4K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC77$17.6K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC80$18.3K0.00%−92−53.5%Reduced
JFS Wealth Advisors, LLC84$19.3K0.00%−6−6.7%Reduced
Proequities, Inc.85$19.5K0.00%−1−1.2%Reduced
Huntington National Bank87$19.9K0.00%−1−1.1%Reduced
Ci Investments Inc.89$20.0K0.00%+8+9.9%Added
Adirondack Trust Co100$22.9K0.01%00.0%Unchanged
Addison Advisors LLC100$22.9K0.01%00.0%Unchanged
Machina Capital S.A.S.100$22.9K0.02%+100New
Penserra Capital Management LLC147$33.0K0.00%00.0%Unchanged
State of Wyoming145$33.2K0.01%+4+2.8%Added
Leonteq Securities AG161$36.9K0.00%+24+17.5%Added
Gradient Investments LLC180$41.2K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.182$41.7K0.01%00.0%Unchanged
First Horizon Advisors, Inc.192$44.0K0.00%+34+21.5%Added
CWM, LLC226$52.0K0.00%+58+34.5%Added
DuPont Capital Management Corp233$53.3K0.00%+233New
Nisa Investment Advisors, LLC236$54.0K0.00%+215+1,023.8%Added
Fifth Third Bancorp247$56.5K0.00%+61+32.8%Added
Signaturefd, LLC249$57.0K0.00%−44−15.0%Reduced
Ronald Blue Trust, Inc.282$58.0K0.00%+102+56.7%Added
Steward Partners Investment Advisory, LLC280$64.1K0.00%−190−40.4%Reduced
Nomura Asset Management Co Ltd286$65.5K0.00%+99+52.9%Added
Newbridge Financial Services Group, Inc.300$68.7K0.04%00.0%Unchanged
Montag A & Associates Inc316$72.3K0.00%00.0%Unchanged
Carmel Capital Partners, LLC360$82.4K0.05%+360New
Ossiam481$110.1K0.00%+127+35.9%Added
Quadrant Capital Group LLC488$111.7K0.01%+80+19.6%Added
Highlander Capital Management, LLC500$114.0K0.06%00.0%Unchanged
Trust Co of Vermont539$123.4K0.01%+28+5.5%Added
Allspring Global Investments Holdings, LLC596$136.4K0.00%−15−2.5%Reduced
Anchor Investment Management, LLC700$160.3K0.02%−50−6.7%Reduced
Systematic Financial Management LP786$179.9K0.01%+786New
Psagot Value Holdings Ltd. / (Israel)850$190.0K0.08%00.0%Unchanged
Raymond James Trust N.A.878$201.0K0.01%+878New
Belpointe Asset Management LLC879$201.3K0.01%+385+77.9%Added
Cerity Partners LLC911$208.6K0.00%+911New
Kapitalo Investimentos Ltda953$218.2K0.07%+953New
Coldstream Capital Management Inc956$218.9K0.01%+956New
Profund Advisors LLC982$224.8K0.01%−283−22.4%Reduced
Miller Value Partners, LLC1,000$228.9K0.01%00.0%Unchanged
Dalton Investments LLC1,000$228.9K0.20%00.0%Unchanged
Dynamic Technology Lab Private Ltd1,010$231.0K0.02%−325−24.3%Reduced
Cutler Group LP1,023$234.0K0.04%+965+1,663.8%Added
Moody Aldrich Partners LLC1,038$237.6K0.05%−285−21.5%Reduced