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 |
|---|---|---|---|---|---|
| Smith, Graham & Co., Investment Advisors, LP | 43,754 | $10.0M | 1.22% | −133−0.3% | Reduced |
| Engle Capital Management, L.P. | 47,000 | $10.8M | 3.53% | −2,000−4.1% | Reduced |
| Raymond James & Associates | 49,942 | $11.4M | 0.01% | +23,252+87.1% | Added |
| D.A. Davidson & Co. | 50,664 | $11.6M | 0.13% | −43,206−46.0% | Reduced |
| Millennium Management LLC | 51,472 | $11.8M | 0.01% | +28,097+120.2% | Added |
| UBS Asset Management Americas Inc | 52,251 | $12.0M | 0.01% | +2,284+4.6% | Added |
| California Public Employees Retirement System | 52,329 | $12.0M | 0.01% | −8,936−14.6% | Reduced |
| Logan Capital Management Inc | 52,776 | $12.1M | 0.59% | +6,908+15.1% | Added |
| Retirement Systems of Alabama | 53,620 | $12.3M | 0.05% | −16,813−23.9% | Reduced |
| Goldman Sachs Group Inc | 54,567 | $12.5M | 0.00% | −14,069−20.5% | Reduced |
| Boston Partners | 54,963 | $12.6M | 0.02% | +4,815+9.6% | Added |
| Twinbeech Capital LP | 56,172 | $12.9M | 0.26% | +10,305+22.5% | Added |
| Legal & General Group Plc | 56,733 | $13.0M | 0.00% | +1,525+2.8% | Added |
| Channing Capital Management, LLC | 57,125 | $13.1M | 0.42% | +479+0.8% | Added |
| Swiss National Bank | 59,000 | $13.5M | 0.01% | −7,400−11.1% | Reduced |
| AQR Capital Management LLC | 59,988 | $13.7M | 0.03% | −4,846−7.5% | Reduced |
| Baupost Group LLCSuperinvestorBaupost Group | 65,043 | $14.9M | 0.25% | −184,957−74.0% | Reduced |
| Perpetual Ltd | 67,658 | $15.5M | 0.13% | +67,658 | New |
| Ensign Peak Advisors, Inc | 67,878 | $15.5M | 0.03% | +7,132+11.7% | Added |
| Schonfeld Strategic Advisors LLC | 68,553 | $15.7M | 0.15% | −19,446−22.1% | Reduced |
| Park West Asset Management LLC | 74,683 | $17.1M | 1.59% | −18,104−19.5% | Reduced |
| Voloridge Investment Management, LLC | 79,376 | $18.2M | 0.09% | −62,412−44.0% | Reduced |
| Granahan Investment Management Inc | 82,249 | $18.8M | 0.57% | −7,715−8.6% | Reduced |
| Ameriprise Financial Inc | 83,442 | $19.1M | 0.01% | −121,994−59.4% | Reduced |
| Owl Creek Asset Management, L.P. | 85,912 | $19.7M | 1.57% | +52,930+160.5% | Added |
| Rhumbline Advisers | 86,583 | $19.8M | 0.02% | −1,660−1.9% | Reduced |
| British Columbia Investment Management Corp | 87,956 | $20.1M | 0.21% | −15,500−15.0% | Reduced |
| SEI Investments Co | 89,626 | $20.5M | 0.04% | −7,441−7.7% | Reduced |
| Citadel Advisors LLC | 93,306 | $21.4M | 0.02% | −55,227−37.2% | Reduced |
| Nuveen Asset Management, LLC | 94,375 | $21.6M | 0.01% | +6,756+7.7% | Added |
| Bank of America Corp | 98,144 | $22.5M | 0.00% | +27,075+38.1% | Added |
| Kennedy Capital Management, Inc. | 98,266 | $22.5M | 0.66% | +1,526+1.6% | Added |
| Thrivent Financial for Lutherans | 103,942 | $23.8M | 0.06% | +1,495+1.5% | Added |
| Clearbridge Investments, LLC | 104,874 | $24.0M | 0.02% | −2,380−2.2% | Reduced |
| First Trust Advisors LP | 107,592 | $24.6M | 0.03% | +65,787+157.4% | Added |
| Principal Financial Group Inc | 108,177 | $24.8M | 0.02% | +975+0.9% | Added |
| Eventide Asset Management, LLC | 125,499 | $28.7M | 0.53% | +125,499 | New |
| New York State Common Retirement Fund | 141,485 | $32.4M | 0.04% | +65,320+85.8% | Added |
| Brandywine Global Investment Management, LLC | 143,457 | $32.8M | 0.27% | −5,727−3.8% | Reduced |
| Iridian Asset Management LLC | 149,738 | $34.3M | 2.81% | −30,089−16.7% | Reduced |
| 12 West Capital Management LP | 150,500 | $34.5M | 2.96% | +20,500+15.8% | Added |
| Franklin Resources Inc | 153,922 | $35.2M | 0.02% | +101,859+195.6% | Added |
| Invesco Ltd. | 178,058 | $40.8M | 0.01% | −52,731−22.8% | Reduced |
| Manufacturers Life Insurance Company, The | 180,036 | $41.2M | 0.02% | +16,212+9.9% | Added |
| Fiera Capital Corp | 191,695 | $43.9M | 0.13% | +40,526+26.8% | Added |
| Russell Investments Group, Ltd. | 213,010 | $48.4M | 0.09% | −28,191−11.7% | Reduced |
| Chicago Capital, LLC | 213,119 | $48.8M | 2.43% | +16,502+8.4% | Added |
| Northern Trust Corp | 233,071 | $53.4M | 0.01% | +2,804+1.2% | Added |
| Charles Schwab Investment Management Inc | 256,132 | $58.6M | 0.02% | +4,334+1.7% | Added |
| JPMorgan Chase & Co | 266,238 | $60.9M | 0.01% | +17,255+6.9% | Added |
| Tensile Capital Management LP | 269,912 | $61.8M | 8.39% | −30,000−10.0% | Reduced |
| SRS Investment Management, LLC | 275,473 | $63.1M | 0.90% | +152,635+124.3% | Added |
| River Road Asset Management, LLC | 281,956 | $64.5M | 0.88% | +241,910+604.1% | Added |
| Bank of New York Mellon Corp | 293,427 | $67.2M | 0.01% | +473+0.2% | Added |
| Frontier Capital Management Co LLC | 316,758 | $72.5M | 0.75% | −11,657−3.5% | Reduced |
| Norges Bank | 327,642 | $75.0M | 0.02% | +9,262+2.9% | Added |
| Canada Pension Plan Investment Board | 333,411 | $76.3M | 0.12% | −654−0.2% | Reduced |
| Cardinal Capital Management LLC | 354,344 | $81.1M | 2.87% | −28,101−7.3% | Reduced |
| Geode Capital Management, LLC | 386,264 | $88.4M | 0.01% | +8,168+2.2% | Added |
| Cooperman Leon G | 410,753 | $94.0M | 5.66% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 413,277 | $94.6M | 0.92% | +4,475+1.1% | Added |
| Morgan Stanley | 487,742 | $111.7M | 0.01% | +23,989+5.2% | Added |
| Conifer Management, L.L.C. | 500,000 | $114.5M | 13.74% | 00.0% | Unchanged |
| FMR LLC | 545,035 | $124.8M | 0.01% | +138,560+34.1% | Added |
| Lyrical Asset Management LP | 554,432 | $126.9M | 2.47% | −11,789−2.1% | Reduced |
| Alliancebernstein L.P. | 601,454 | $137.7M | 0.06% | −36,557−5.7% | Reduced |
| Royal London Asset Management Ltd | 644,505 | $147.5M | 0.59% | −10,881−1.7% | Reduced |
| Dimensional Fund Advisors LP | 790,999 | $181.1M | 0.06% | +16,979+2.2% | Added |
| State Street Corp | 798,303 | $182.8M | 0.01% | +12,347+1.6% | Added |
| Brave Warrior Advisors, LLC | 1,069,822 | $244.9M | 7.57% | −14,639−1.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,406,189 | $321.9M | 1.25% | +24,341+1.8% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,503,388 | $344.2M | 0.67% | +169,890+12.7% | Added |
| MFN Partners Management, LP | 1,551,077 | $355.1M | 16.05% | 00.0% | Unchanged |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 2,351,068 | $538.2M | 17.02% | 00.0% | Unchanged |
| BlackRock Inc. | 2,410,736 | $551.9M | 0.02% | −23,901−1.0% | Reduced |
| Vanguard Group Inc | 2,801,179 | $641.3M | 0.02% | +8,991+0.3% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −45,024−100.0% | Sold out |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −37,533−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −20,068−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −14,735−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −8,602−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −8,223−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,921−100.0% | Sold out |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −7,757−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −6,180−100.0% | Sold out |
| Haverford Financial Services, Inc. | 0 | $0 | 0.00% | −6,029−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −5,628−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −5,616−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,352−100.0% | Sold out |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −4,542−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −3,885−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,955−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,345−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,266−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,074−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,052−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −1,562−100.0% | Sold out |