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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 1,041 | $238.3K | 0.00% | −166−13.8% | Reduced |
| HSBC Holdings PLC | 1,050 | $240.4K | 0.00% | −203−16.2% | Reduced |
| Connors Investor Services Inc | 1,055 | $242.0K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,063 | $243.4K | 0.02% | +1,063 | New |
| Gsa Capital Partners LLP | 1,071 | $245.0K | 0.02% | −544−33.7% | Reduced |
| IFP Advisors, Inc | 2,521 | $246.2K | 0.01% | +1,604+174.9% | Added |
| SG Americas Securities, LLC | 1,104 | $253.0K | 0.00% | −3,959−78.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,133 | $259.4K | 0.03% | +1,133 | New |
| Shell Asset Management Co | 1,184 | $271.0K | 0.01% | −4−0.3% | Reduced |
| Pacer Advisors, Inc. | 1,221 | $279.5K | 0.00% | −5,947−83.0% | Reduced |
| Neuberger Berman Group LLC | 1,248 | $285.7K | 0.00% | −88,520−98.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,251 | $286.4K | 0.00% | −27−2.1% | Reduced |
| National Bank of Canada | 1,267 | $289.8K | 0.00% | +234+22.7% | Added |
| Boston Private Wealth LLC | 1,309 | $299.7K | 0.00% | −31−2.3% | Reduced |
| Teza Capital Management LLC | 1,315 | $301.0K | 0.06% | +1,315 | New |
| Walleye Capital LLC | 1,317 | $301.5K | 0.01% | +1,317 | New |
| Van Eck Associates Corp | 1,359 | $311.0K | 0.00% | −483−26.2% | Reduced |
| FourThought Financial Partners, LLC | 1,365 | $312.5K | 0.04% | −16−1.2% | Reduced |
| BTC Capital Management, Inc. | 1,376 | $313.6K | 0.04% | −210−13.2% | Reduced |
| Two Sigma Securities, LLC | 1,376 | $315.0K | 0.03% | −5,445−79.8% | Reduced |
| Creative Planning | 1,387 | $317.5K | 0.00% | +223+19.2% | Added |
| CWM Advisors, LLC | 1,395 | $319.4K | 0.04% | +55+4.1% | Added |
| Shelton Capital Management | 1,409 | $322.6K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 1,410 | $322.8K | 0.01% | +1,410 | New |
| Mirabella Financial Services LLP | 1,412 | $323.2K | 0.07% | +1,412 | New |
| GWM Advisors LLC | 1,415 | $324.1K | 0.00% | −23−1.6% | Reduced |
| First Hawaiian Bank | 1,417 | $324.4K | 0.01% | +65+4.8% | Added |
| Aquatic Capital Management LLC | 1,500 | $343.0K | 0.02% | −11,900−88.8% | Reduced |
| Wolverine Trading, LLC | 1,552 | $350.0K | 0.01% | +1,552 | New |
| MML Investors Services, LLC | 1,559 | $357.0K | 0.00% | −267−14.6% | Reduced |
| Empirical Finance, LLC | 1,569 | $359.2K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,574 | $360.3K | 0.07% | −201−11.3% | Reduced |
| Regions Financial Corp | 1,588 | $364.0K | 0.00% | +2+0.1% | Added |
| ProShare Advisors LLC | 1,626 | $372.2K | 0.00% | −110−6.3% | Reduced |
| Haverford Trust Co | 1,640 | $375.4K | 0.00% | −105−6.0% | Reduced |
| Quantbot Technologies LP | 1,675 | $383.5K | 0.03% | +1,675 | New |
| Mercer Global Advisors Inc | 1,693 | $388.0K | 0.00% | +488+40.5% | Added |
| Oak Thistle LLC | 1,800 | $412.1K | 0.24% | +1,800 | New |
| Rafferty Asset Management, LLC | 1,841 | $421.5K | 0.00% | +122+7.1% | Added |
| Prospera Financial Services Inc | 1,867 | $427.4K | 0.02% | −14−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,879 | $430.0K | 0.00% | −303−13.9% | Reduced |
| Pathstone Family Office, LLC | 1,894 | $437.3K | 0.01% | −640−25.3% | Reduced |
| Petrus Trust Company, LTA | 1,940 | $444.1K | 0.05% | −171−8.1% | Reduced |
| Vident Investment Advisory, LLC | 1,957 | $448.0K | 0.01% | +144+7.9% | Added |
| Arete Wealth Advisors, LLC | 2,084 | $477.0K | 0.04% | +2,084 | New |
| Yorktown Management & Research Co Inc | 2,100 | $480.8K | 0.52% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,151 | $492.4K | 0.11% | +2,151 | New |
| Verition Fund Management LLC | 2,156 | $493.6K | 0.01% | −187−8.0% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 2,158 | $494.0K | 0.01% | +97+4.7% | Added |
| Cetera Advisor Networks LLC | 2,165 | $495.6K | 0.00% | +161+8.0% | Added |
| Quantitative Investment Management, LLC | 2,176 | $498.0K | 0.10% | +591+37.3% | Added |
| Group One Trading, L.P. | 2,198 | $503.2K | 0.02% | −3,625−62.3% | Reduced |
| Crossmark Global Holdings, Inc. | 2,255 | $516.0K | 0.01% | +231+11.4% | Added |
| Maryland State Retirement & Pension System | 2,274 | $520.6K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,308 | $528.4K | 0.00% | −5,317−69.7% | Reduced |
| Assetmark, Inc | 2,322 | $531.6K | 0.00% | +668+40.4% | Added |
| Inceptionr LLC | 2,428 | $555.8K | 0.18% | +2,428 | New |
| Outfitter Financial LLC | 2,480 | $567.7K | 0.51% | −55−2.2% | Reduced |
| Securian Asset Management, Inc | 2,514 | $575.5K | 0.02% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 2,524 | $577.8K | 0.29% | 00.0% | Unchanged |
| US Bancorp | 2,577 | $590.0K | 0.00% | −107−4.0% | Reduced |
| HRT Financial LP | 2,616 | $598.0K | 0.01% | −1,716−39.6% | Reduced |
| Toroso Investments, LLC | 2,787 | $638.0K | 0.02% | +2,787 | New |
| Susquehanna International Group, LLP | 2,835 | $649.0K | 0.00% | +2,835 | New |
| Winton Group Ltd | 2,854 | $653.4K | 0.04% | −913−24.2% | Reduced |
| Snowden Capital Advisors LLC | 2,955 | $676.5K | 0.03% | +493+20.0% | Added |
| Simplex Trading, LLC | 2,961 | $677.0K | 0.03% | +667+29.1% | Added |
| XTX Topco Ltd | 2,988 | $684.0K | 0.14% | +2,988 | New |
| Cambridge Investment Research Advisors, Inc. | 3,025 | $693.0K | 0.00% | −200−6.2% | Reduced |
| Burney Co | 3,039 | $695.7K | 0.03% | −22−0.7% | Reduced |
| Camelot Portfolios, LLC | 3,048 | $697.8K | 0.49% | +177+6.2% | Added |
| Kestra Advisory Services, LLC | 3,084 | $705.9K | 0.01% | −368−10.7% | Reduced |
| Campbell Newman Asset Management Inc | 3,164 | $724.3K | 0.07% | +31+1.0% | Added |
| Fulton Bank, N.A. | 3,224 | $738.1K | 0.04% | +207+6.9% | Added |
| Pictet Asset Management SA | 3,234 | $740.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,261 | $746.5K | 0.00% | −72−2.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,356 | $768.3K | 0.07% | +6+0.2% | Added |
| Fortis Capital Management LLC | 3,357 | $768.6K | 0.31% | +716+27.1% | Added |
| Gotham Asset Management, LLC | 3,416 | $782.0K | 0.02% | +3,416 | New |
| JustInvest LLC | 3,504 | $802.2K | 0.03% | +1,075+44.3% | Added |
| Bank of Montreal | 3,505 | $803.7K | 0.00% | −113−3.1% | Reduced |
| Towle & Co | 3,590 | $821.9K | 0.12% | −450−11.1% | Reduced |
| Xponance, Inc. | 3,618 | $828.3K | 0.01% | −20−0.5% | Reduced |
| Allianz Asset Management GmbH | 3,644 | $834.2K | 0.00% | +3,644 | New |
| Public Employees Retirement Association of Colorado | 3,656 | $837.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,770 | $863.0K | 0.01% | −50−1.3% | Reduced |
| Mariner, LLC | 4,073 | $932.0K | 0.00% | +430+11.8% | Added |
| M&T Bank Corp | 4,095 | $937.5K | 0.00% | +182+4.7% | Added |
| Stephens Inc | 4,157 | $951.7K | 0.02% | +4,157 | New |
| Epoch Investment Partners, Inc. | 4,238 | $970.2K | 0.01% | −975−18.7% | Reduced |
| California First Leasing Corp | 4,265 | $976.4K | 0.65% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,298 | $984.0K | 0.04% | −6,415−59.9% | Reduced |
| Pallas Capital Advisors LLC | 4,369 | $984.6K | 0.09% | +377+9.4% | Added |
| Commerce Bank | 4,301 | $984.6K | 0.01% | +100+2.4% | Added |
| Legato Capital Management LLC | 4,347 | $995.2K | 0.18% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,399 | $1.01M | 0.00% | +210+5.0% | Added |
| Teachers Retirement System of the State of Kentucky | 4,419 | $1.01M | 0.01% | −173−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 4,438 | $1.02M | 0.03% | +2,623+144.5% | Added |
| Handelsbanken Fonder AB | 4,558 | $1.04M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,674 | $1.07M | 0.00% | +586+14.3% | Added |