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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 3,261 | $746.5K | 0.00% | −72−2.2% | Reduced |
| Pictet Asset Management SA | 3,234 | $740.4K | 0.00% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,224 | $738.1K | 0.04% | +207+6.9% | Added |
| Campbell Newman Asset Management Inc | 3,164 | $724.3K | 0.07% | +31+1.0% | Added |
| Kestra Advisory Services, LLC | 3,084 | $705.9K | 0.01% | −368−10.7% | Reduced |
| Camelot Portfolios, LLC | 3,048 | $697.8K | 0.49% | +177+6.2% | Added |
| Burney Co | 3,039 | $695.7K | 0.03% | −22−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,025 | $693.0K | 0.00% | −200−6.2% | Reduced |
| XTX Topco Ltd | 2,988 | $684.0K | 0.14% | +2,988 | New |
| Simplex Trading, LLC | 2,961 | $677.0K | 0.03% | +667+29.1% | Added |
| Snowden Capital Advisors LLC | 2,955 | $676.5K | 0.03% | +493+20.0% | Added |
| Winton Group Ltd | 2,854 | $653.4K | 0.04% | −913−24.2% | Reduced |
| Susquehanna International Group, LLP | 2,835 | $649.0K | 0.00% | +2,835 | New |
| Toroso Investments, LLC | 2,787 | $638.0K | 0.02% | +2,787 | New |
| HRT Financial LP | 2,616 | $598.0K | 0.01% | −1,716−39.6% | Reduced |
| US Bancorp | 2,577 | $590.0K | 0.00% | −107−4.0% | Reduced |
| Malaga Cove Capital, LLC | 2,524 | $577.8K | 0.29% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,514 | $575.5K | 0.02% | 00.0% | Unchanged |
| Outfitter Financial LLC | 2,480 | $567.7K | 0.51% | −55−2.2% | Reduced |
| Inceptionr LLC | 2,428 | $555.8K | 0.18% | +2,428 | New |
| Assetmark, Inc | 2,322 | $531.6K | 0.00% | +668+40.4% | Added |
| Deutsche Bank AG | 2,308 | $528.4K | 0.00% | −5,317−69.7% | Reduced |
| Maryland State Retirement & Pension System | 2,274 | $520.6K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,255 | $516.0K | 0.01% | +231+11.4% | Added |
| Group One Trading, L.P. | 2,198 | $503.2K | 0.02% | −3,625−62.3% | Reduced |
| Quantitative Investment Management, LLC | 2,176 | $498.0K | 0.10% | +591+37.3% | Added |
| Cetera Advisor Networks LLC | 2,165 | $495.6K | 0.00% | +161+8.0% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 2,158 | $494.0K | 0.01% | +97+4.7% | Added |
| Verition Fund Management LLC | 2,156 | $493.6K | 0.01% | −187−8.0% | Reduced |
| Brevan Howard Capital Management LP | 2,151 | $492.4K | 0.11% | +2,151 | New |
| Yorktown Management & Research Co Inc | 2,100 | $480.8K | 0.52% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 2,084 | $477.0K | 0.04% | +2,084 | New |
| Vident Investment Advisory, LLC | 1,957 | $448.0K | 0.01% | +144+7.9% | Added |
| Petrus Trust Company, LTA | 1,940 | $444.1K | 0.05% | −171−8.1% | Reduced |
| Pathstone Family Office, LLC | 1,894 | $437.3K | 0.01% | −640−25.3% | Reduced |
| Commonwealth Equity Services, LLC | 1,879 | $430.0K | 0.00% | −303−13.9% | Reduced |
| Prospera Financial Services Inc | 1,867 | $427.4K | 0.02% | −14−0.7% | Reduced |
| Rafferty Asset Management, LLC | 1,841 | $421.5K | 0.00% | +122+7.1% | Added |
| Oak Thistle LLC | 1,800 | $412.1K | 0.24% | +1,800 | New |
| Mercer Global Advisors Inc | 1,693 | $388.0K | 0.00% | +488+40.5% | Added |
| Quantbot Technologies LP | 1,675 | $383.5K | 0.03% | +1,675 | New |
| Haverford Trust Co | 1,640 | $375.4K | 0.00% | −105−6.0% | Reduced |
| ProShare Advisors LLC | 1,626 | $372.2K | 0.00% | −110−6.3% | Reduced |
| Regions Financial Corp | 1,588 | $364.0K | 0.00% | +2+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 1,574 | $360.3K | 0.07% | −201−11.3% | Reduced |
| Empirical Finance, LLC | 1,569 | $359.2K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,559 | $357.0K | 0.00% | −267−14.6% | Reduced |
| Wolverine Trading, LLC | 1,552 | $350.0K | 0.01% | +1,552 | New |
| Aquatic Capital Management LLC | 1,500 | $343.0K | 0.02% | −11,900−88.8% | Reduced |
| First Hawaiian Bank | 1,417 | $324.4K | 0.01% | +65+4.8% | Added |
| GWM Advisors LLC | 1,415 | $324.1K | 0.00% | −23−1.6% | Reduced |
| Mirabella Financial Services LLP | 1,412 | $323.2K | 0.07% | +1,412 | New |
| Ethic Inc. | 1,410 | $322.8K | 0.01% | +1,410 | New |
| Shelton Capital Management | 1,409 | $322.6K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,395 | $319.4K | 0.04% | +55+4.1% | Added |
| Creative Planning | 1,387 | $317.5K | 0.00% | +223+19.2% | Added |
| Two Sigma Securities, LLC | 1,376 | $315.0K | 0.03% | −5,445−79.8% | Reduced |
| BTC Capital Management, Inc. | 1,376 | $313.6K | 0.04% | −210−13.2% | Reduced |
| FourThought Financial Partners, LLC | 1,365 | $312.5K | 0.04% | −16−1.2% | Reduced |
| Van Eck Associates Corp | 1,359 | $311.0K | 0.00% | −483−26.2% | Reduced |
| Walleye Capital LLC | 1,317 | $301.5K | 0.01% | +1,317 | New |
| Teza Capital Management LLC | 1,315 | $301.0K | 0.06% | +1,315 | New |
| Boston Private Wealth LLC | 1,309 | $299.7K | 0.00% | −31−2.3% | Reduced |
| National Bank of Canada | 1,267 | $289.8K | 0.00% | +234+22.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,251 | $286.4K | 0.00% | −27−2.1% | Reduced |
| Neuberger Berman Group LLC | 1,248 | $285.7K | 0.00% | −88,520−98.6% | Reduced |
| Pacer Advisors, Inc. | 1,221 | $279.5K | 0.00% | −5,947−83.0% | Reduced |
| Shell Asset Management Co | 1,184 | $271.0K | 0.01% | −4−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,133 | $259.4K | 0.03% | +1,133 | New |
| SG Americas Securities, LLC | 1,104 | $253.0K | 0.00% | −3,959−78.2% | Reduced |
| IFP Advisors, Inc | 2,521 | $246.2K | 0.01% | +1,604+174.9% | Added |
| Gsa Capital Partners LLP | 1,071 | $245.0K | 0.02% | −544−33.7% | Reduced |
| Metis Global Partners, LLC | 1,063 | $243.4K | 0.02% | +1,063 | New |
| Connors Investor Services Inc | 1,055 | $242.0K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,050 | $240.4K | 0.00% | −203−16.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,041 | $238.3K | 0.00% | −166−13.8% | Reduced |
| Moody Aldrich Partners LLC | 1,038 | $237.6K | 0.05% | −285−21.5% | Reduced |
| Cutler Group LP | 1,023 | $234.0K | 0.04% | +965+1,663.8% | Added |
| Dynamic Technology Lab Private Ltd | 1,010 | $231.0K | 0.02% | −325−24.3% | Reduced |
| Miller Value Partners, LLC | 1,000 | $228.9K | 0.01% | 00.0% | Unchanged |
| Dalton Investments LLC | 1,000 | $228.9K | 0.20% | 00.0% | Unchanged |
| Profund Advisors LLC | 982 | $224.8K | 0.01% | −283−22.4% | Reduced |
| Coldstream Capital Management Inc | 956 | $218.9K | 0.01% | +956 | New |
| Kapitalo Investimentos Ltda | 953 | $218.2K | 0.07% | +953 | New |
| Cerity Partners LLC | 911 | $208.6K | 0.00% | +911 | New |
| Belpointe Asset Management LLC | 879 | $201.3K | 0.01% | +385+77.9% | Added |
| Raymond James Trust N.A. | 878 | $201.0K | 0.01% | +878 | New |
| Psagot Value Holdings Ltd. / (Israel) | 850 | $190.0K | 0.08% | 00.0% | Unchanged |
| Systematic Financial Management LP | 786 | $179.9K | 0.01% | +786 | New |
| Anchor Investment Management, LLC | 700 | $160.3K | 0.02% | −50−6.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 596 | $136.4K | 0.00% | −15−2.5% | Reduced |
| Trust Co of Vermont | 539 | $123.4K | 0.01% | +28+5.5% | Added |
| Highlander Capital Management, LLC | 500 | $114.0K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 488 | $111.7K | 0.01% | +80+19.6% | Added |
| Ossiam | 481 | $110.1K | 0.00% | +127+35.9% | Added |
| Carmel Capital Partners, LLC | 360 | $82.4K | 0.05% | +360 | New |
| Montag A & Associates Inc | 316 | $72.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $68.7K | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 286 | $65.5K | 0.00% | +99+52.9% | Added |
| Steward Partners Investment Advisory, LLC | 280 | $64.1K | 0.00% | −190−40.4% | Reduced |