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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 282 | $58.0K | 0.00% | +102+56.7% | Added |
| Signaturefd, LLC | 249 | $57.0K | 0.00% | −44−15.0% | Reduced |
| Fifth Third Bancorp | 247 | $56.5K | 0.00% | +61+32.8% | Added |
| Nisa Investment Advisors, LLC | 236 | $54.0K | 0.00% | +215+1,023.8% | Added |
| DuPont Capital Management Corp | 233 | $53.3K | 0.00% | +233 | New |
| CWM, LLC | 226 | $52.0K | 0.00% | +58+34.5% | Added |
| First Horizon Advisors, Inc. | 192 | $44.0K | 0.00% | +34+21.5% | Added |
| Contravisory Investment Management, Inc. | 182 | $41.7K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 180 | $41.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 161 | $36.9K | 0.00% | +24+17.5% | Added |
| State of Wyoming | 145 | $33.2K | 0.01% | +4+2.8% | Added |
| Penserra Capital Management LLC | 147 | $33.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $22.9K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $22.9K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 100 | $22.9K | 0.02% | +100 | New |
| Ci Investments Inc. | 89 | $20.0K | 0.00% | +8+9.9% | Added |
| Huntington National Bank | 87 | $19.9K | 0.00% | −1−1.1% | Reduced |
| Proequities, Inc. | 85 | $19.5K | 0.00% | −1−1.2% | Reduced |
| JFS Wealth Advisors, LLC | 84 | $19.3K | 0.00% | −6−6.7% | Reduced |
| Exchange Traded Concepts, LLC | 80 | $18.3K | 0.00% | −92−53.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 77 | $17.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 76 | $17.4K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 70 | $16.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 60 | $13.7K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 57 | $13.0K | 0.00% | +57 | New |
| Parallel Advisors, LLC | 55 | $12.6K | 0.00% | +35+175.0% | Added |
| Washington Trust Advisors, Inc. | 55 | $12.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 45 | $10.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 43 | $9.84K | 0.00% | +4+10.3% | Added |
| Column Capital Advisors, LLC | 39 | $8.93K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 36 | $8.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 32 | $7.33K | 0.00% | +12+60.0% | Added |
| TCI Wealth Advisors, Inc. | 31 | $7.10K | 0.00% | −7−18.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 31 | $7.10K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 32 | $7.00K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32 | $6.96K | 0.00% | −310−90.6% | Reduced |
| Brown Brothers Harriman & Co | 30 | $6.87K | 0.00% | +30 | New |
| Ancora Advisors, LLC | 29 | $6.64K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 28 | $6.00K | 0.00% | −2−6.7% | Reduced |
| Hollencrest Capital Management | 25 | $5.72K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 25 | $5.72K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 23 | $5.26K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $5.04K | 0.00% | −2−8.3% | Reduced |
| Smithfield Trust Co | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 21 | $4.81K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 18 | $4.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $4.12K | 0.00% | +4+28.6% | Added |
| Schubert & Co | 18 | $4.12K | 0.00% | +8+80.0% | Added |
| Ameritas Advisory Services, LLC | 18 | $4.10K | 0.00% | +18 | New |
| Baker Avenue Asset Management, LP | 16 | $3.66K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 16 | $3.66K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 14 | $3.21K | 0.00% | +14 | New |
| EverSource Wealth Advisors, LLC | 13 | $2.98K | 0.00% | +13 | New |
| Farmers & Merchants Investments Inc | 13 | $2.98K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 13 | $2.98K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $2.29K | 0.00% | −11−52.4% | Reduced |
| Colonial Trust Advisors | 10 | $2.29K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 9 | $2.06K | 0.00% | +9 | New |
| Massmutual Trust Co FSB | 9 | $2.06K | 0.00% | +8+800.0% | Added |
| Geneos Wealth Management Inc. | 9 | $2.06K | 0.00% | +9 | New |
| Values First Advisors, Inc. | 9 | $2.02K | 0.00% | +9 | New |
| Benjamin F. Edwards & Company, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.83K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $1.83K | 0.00% | +5+166.7% | Added |
| Disciplined Investments, LLC | 7 | $1.60K | 0.00% | +1+16.7% | Added |
| TD Waterhouse Canada Inc. | 7 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 5 | $1.00K | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 4 | $916 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $913 | 0.00% | +3+300.0% | Added |
| Focused Wealth Management, Inc | 3 | $693 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $687 | 0.00% | −2−40.0% | Reduced |
| JJJ Advisors Inc. | 3 | $677 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 2 | $458 | 0.00% | +2 | New |
| 25 LLC | 2 | $438 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $229 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |