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, Q2 2023
Institutional positions in Lithia Motors Inc as of Jun 30, 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
- 369
- −5 vs. Q1 2023
- Shares held
- 29.4M
- +550.6K (+1.9%) vs. Q1 2023
- Total value
- $8.95B
- +$2.36B (+35.7%) vs. Q1 2023
- New holders
- 48
- 115 more added
- Sold out
- 53
- 149 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,796,758 | $850.5M | 0.02% | −4,421−0.2% | Reduced |
| BlackRock Inc. | 2,363,257 | $718.7M | 0.02% | −47,479−2.0% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 2,351,068 | $715.0M | 20.56% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,647,856 | $501.1M | 0.94% | +144,468+9.6% | Added |
| MFN Partners Management, LP | 1,551,077 | $471.7M | 15.32% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 1,497,958 | $455.5M | 1.70% | +91,769+6.5% | Added |
| Brave Warrior Advisors, LLC | 1,147,259 | $348.9M | 9.22% | +77,437+7.2% | Added |
| Dimensional Fund Advisors LP | 839,009 | $255.2M | 0.08% | +48,010+6.1% | Added |
| State Street Corp | 798,205 | $242.7M | 0.01% | −980.0% | Reduced |
| Conifer Management, L.L.C. | 700,000 | $212.9M | 23.36% | +200,000+40.0% | Added |
| Royal London Asset Management Ltd | 678,776 | $206.5M | 0.67% | +34,271+5.3% | Added |
| Canada Pension Plan Investment Board | 676,411 | $205.7M | 0.31% | +343,000+102.9% | Added |
| Alliancebernstein L.P. | 615,177 | $187.1M | 0.08% | +13,723+2.3% | Added |
| Lyrical Asset Management LP | 525,087 | $159.7M | 2.99% | −29,345−5.3% | Reduced |
| Morgan Stanley | 518,918 | $157.8M | 0.02% | +31,176+6.4% | Added |
| FMR LLC | 446,296 | $135.7M | 0.01% | −98,739−18.1% | Reduced |
| Cooperman Leon G | 415,000 | $126.2M | 6.85% | +4,247+1.0% | Added |
| GW&K Investment Management, LLC | 408,599 | $124.3M | 1.18% | −4,678−1.1% | Reduced |
| Geode Capital Management, LLC | 403,138 | $122.6M | 0.01% | +16,874+4.4% | Added |
| SRS Investment Management, LLC | 362,367 | $110.2M | 1.27% | +86,894+31.5% | Added |
| Frontier Capital Management Co LLC | 346,238 | $105.3M | 1.01% | +29,480+9.3% | Added |
| Cardinal Capital Management LLC | 330,464 | $100.5M | 3.81% | −23,880−6.7% | Reduced |
| Norges Bank | 313,437 | $95.3M | 0.02% | −14,205−4.3% | Reduced |
| JPMorgan Chase & Co | 301,528 | $91.7M | 0.01% | +35,290+13.3% | Added |
| Bank of New York Mellon Corp | 291,113 | $88.5M | 0.02% | −2,314−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 263,382 | $80.1M | 0.02% | +7,250+2.8% | Added |
| Tensile Capital Management LP | 249,912 | $76.0M | 9.83% | −20,000−7.4% | Reduced |
| Eventide Asset Management, LLC | 244,280 | $74.3M | 1.26% | +118,781+94.6% | Added |
| River Road Asset Management, LLC | 233,894 | $71.1M | 0.98% | −48,062−17.0% | Reduced |
| Millennium Management LLC | 225,584 | $68.6M | 0.07% | +174,112+338.3% | Added |
| Russell Investments Group, Ltd. | 224,269 | $68.1M | 0.13% | +11,259+5.3% | Added |
| Chicago Capital, LLC | 212,169 | $64.5M | 2.91% | −950−0.4% | Reduced |
| Northern Trust Corp | 207,147 | $63.0M | 0.01% | −25,924−11.1% | Reduced |
| Fiera Capital Corp | 186,992 | $56.9M | 0.16% | −4,703−2.5% | Reduced |
| Franklin Resources Inc | 176,276 | $53.6M | 0.03% | +22,354+14.5% | Added |
| Manufacturers Life Insurance Company, The | 165,644 | $50.4M | 0.03% | −14,392−8.0% | Reduced |
| 12 West Capital Management LP | 150,500 | $45.8M | 3.93% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 147,262 | $44.8M | 0.37% | +3,805+2.7% | Added |
| British Columbia Investment Management Corp | 142,556 | $43.4M | 0.41% | +54,600+62.1% | Added |
| New York State Common Retirement Fund | 139,871 | $42.5M | 0.05% | −1,614−1.1% | Reduced |
| Barclays PLC | 128,155 | $39.0M | 0.03% | +90,676+241.9% | Added |
| Kennedy Capital Management, Inc. | 125,608 | $38.2M | 0.89% | +27,342+27.8% | Added |
| Clearbridge Investments, LLC | 121,169 | $36.8M | 0.03% | +16,295+15.5% | Added |
| Iridian Asset Management LLC | 117,851 | $35.8M | 3.34% | −31,887−21.3% | Reduced |
| First Trust Advisors LP | 105,283 | $32.0M | 0.04% | −2,309−2.1% | Reduced |
| Principal Financial Group Inc | 103,333 | $31.4M | 0.02% | −4,844−4.5% | Reduced |
| Nuveen Asset Management, LLC | 95,189 | $28.9M | 0.01% | +814+0.9% | Added |
| Owl Creek Asset Management, L.P. | 92,863 | $28.2M | 2.30% | +6,951+8.1% | Added |
| SEI Investments Co | 92,238 | $28.1M | 0.05% | +2,612+2.9% | Added |
| Invesco Ltd. | 91,654 | $27.9M | 0.01% | −86,404−48.5% | Reduced |
| Ameriprise Financial Inc | 91,242 | $27.7M | 0.01% | +7,800+9.3% | Added |
| Rhumbline Advisers | 88,352 | $26.9M | 0.03% | +1,769+2.0% | Added |
| Rockefeller Capital Management L.P. | 85,698 | $26.1M | 0.10% | +85,698 | New |
| Kensico Capital Management Corp | 80,000 | $24.3M | 0.98% | +80,000 | New |
| Bank of America Corp | 79,511 | $24.2M | 0.00% | −18,633−19.0% | Reduced |
| Perpetual Ltd | 72,999 | $22.2M | 0.19% | +5,341+7.9% | Added |
| Citadel Advisors LLC | 71,674 | $21.8M | 0.02% | −21,632−23.2% | Reduced |
| Ensign Peak Advisors, Inc | 67,990 | $20.7M | 0.04% | +112+0.2% | Added |
| Legal & General Group Plc | 65,250 | $19.8M | 0.01% | +8,517+15.0% | Added |
| Swiss National Bank | 59,900 | $18.2M | 0.01% | +900+1.5% | Added |
| Retirement Systems of Alabama | 53,375 | $16.2M | 0.07% | −245−0.5% | Reduced |
| Logan Capital Management Inc | 51,239 | $15.6M | 0.75% | −1,537−2.9% | Reduced |
| Boston Partners | 51,317 | $15.4M | 0.02% | −3,646−6.6% | Reduced |
| Engle Capital Management, L.P. | 43,000 | $13.1M | 4.05% | −4,000−8.5% | Reduced |
| Intrinsic Edge Capital Management LLC | 42,786 | $13.0M | 1.01% | +28,668+203.1% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 41,888 | $12.7M | 1.54% | −1,866−4.3% | Reduced |
| Goldman Sachs Group Inc | 41,730 | $12.7M | 0.00% | −12,837−23.5% | Reduced |
| American International Group, Inc. | 41,517 | $12.6M | 0.08% | −663−1.6% | Reduced |
| Raymond James & Associates | 41,263 | $12.5M | 0.01% | −8,679−17.4% | Reduced |
| Macquarie Group Ltd | 41,259 | $12.5M | 0.01% | +5,695+16.0% | Added |
| California Public Employees Retirement System | 40,722 | $12.4M | 0.01% | −11,607−22.2% | Reduced |
| State of Wisconsin Investment Board | 40,312 | $12.3M | 0.03% | −1,271−3.1% | Reduced |
| UBS Asset Management Americas Inc | 52,251 | $12.0M | 0.01% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 38,774 | $11.8M | 0.11% | −3,125−7.5% | Reduced |
| Granahan Investment Management Inc | 38,111 | $11.6M | 0.36% | −44,138−53.7% | Reduced |
| New York State Teachers Retirement System | 37,830 | $11.5M | 0.03% | +353+0.9% | Added |
| Channing Capital Management, LLC | 36,868 | $11.2M | 0.34% | −20,257−35.5% | Reduced |
| Credit Suisse AG | 36,696 | $11.2M | 0.01% | +2,198+6.4% | Added |
| Bridges Investment Management Inc | 36,608 | $11.1M | 0.37% | +36,608 | New |
| Envestnet Asset Management Inc | 36,270 | $11.0M | 0.00% | −102,807−73.9% | Reduced |
| Man Group plc | 36,184 | $11.0M | 0.03% | – | – |
| First Eagle Investment Management, LLC | 34,669 | $10.5M | 0.03% | −4,664−11.9% | Reduced |
| S&T Bank | 33,988 | $10.3M | 1.86% | −835−2.4% | Reduced |
| California State Teachers Retirement System | 33,547 | $10.2M | 0.01% | −859−2.5% | Reduced |
| UBS Group AG | 30,595 | $9.30M | 0.00% | +2,601+9.3% | Added |
| Steamboat Capital Partners, LLC | 30,000 | $9.12M | 3.14% | −10,000−25.0% | Reduced |
| Parkwood LLC | 28,666 | $8.72M | 1.59% | +6,225+27.7% | Added |
| Jane Street Group, LLC | 27,460 | $8.35M | 0.01% | +10,056+57.8% | Added |
| Wells Fargo & Company | 27,444 | $8.35M | 0.00% | −4,757−14.8% | Reduced |
| Long Focus Capital Management, LLC | 26,400 | $8.03M | 1.22% | +6,400+32.0% | Added |
| American Century Companies Inc | 26,302 | $8.00M | 0.01% | −15,296−36.8% | Reduced |
| D.A. Davidson & Co. | 25,632 | $7.80M | 0.08% | −25,032−49.4% | Reduced |
| Texas Permanent School Fund | 24,228 | $7.37M | 0.07% | −289−1.2% | Reduced |
| Royal Bank of Canada | 24,032 | $7.31M | 0.00% | +197+0.8% | Added |
| Moran Wealth Management, LLC | 22,992 | $6.99M | 0.26% | −85−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 21,944 | $6.67M | 0.01% | +2,629+13.6% | Added |
| Mutual of America Capital Management LLC | 21,825 | $6.64M | 0.08% | −1,968−8.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 20,425 | $6.21M | 0.03% | +14,172+226.6% | Added |
| Goodnow Investment Group, LLC | 20,341 | $6.19M | 0.89% | +20,341 | New |
| Squarepoint Ops LLC | 20,177 | $6.14M | 0.03% | −7,175−26.2% | Reduced |