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 |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $304 | 0.00% | −3−75.0% | Reduced |
| Farther Finance Advisors, LLC | 2 | $608 | 0.00% | +2 | New |
| 25 LLC | 2 | $641 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3 | $912 | 0.00% | −6−66.7% | Reduced |
| JJJ Advisors Inc. | 3 | $913 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 3 | $922 | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 4 | $1.22K | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 4 | $1.22K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 6 | $1.82K | 0.00% | +4+200.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $2.13K | 0.00% | −1−12.5% | Reduced |
| Disciplined Investments, LLC | 7 | $2.13K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $2.13K | 0.00% | +4+133.3% | Added |
| TD Waterhouse Canada Inc. | 7 | $2.13K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $2.43K | 0.00% | −2−20.0% | Reduced |
| AdvisorNet Financial, Inc | 8 | $2.43K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9 | $2.74K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $3.00K | 0.00% | +11 | New |
| Colonial Trust Advisors | 10 | $3.04K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 11 | $3.35K | 0.00% | −44−80.0% | Reduced |
| Farmers & Merchants Investments Inc | 12 | $3.65K | 0.00% | −1−7.7% | Reduced |
| Leonteq Securities AG | 13 | $3.95K | 0.00% | −148−91.9% | Reduced |
| HighMark Wealth Management LLC | 14 | $4.26K | 0.00% | −4−22.2% | Reduced |
| Venturi Wealth Management, LLC | 14 | $4.26K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 14 | $4.26K | 0.00% | −41−74.5% | Reduced |
| Baker Avenue Asset Management, LP | 16 | $4.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $5.17K | 0.00% | −1−5.6% | Reduced |
| Fiduciary Alliance LLC | 19 | $5.78K | 0.00% | +19 | New |
| Ronald Blue Trust, Inc. | 28 | $6.00K | 0.00% | −254−90.1% | Reduced |
| Smithfield Trust Co | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 20 | $6.08K | 0.00% | −1−4.8% | Reduced |
| JFS Wealth Advisors, LLC | 21 | $6.39K | 0.00% | −63−75.0% | Reduced |
| Parkside Financial Bank & Trust | 22 | $6.69K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 23 | $7.00K | 0.00% | −34−59.6% | Reduced |
| Allworth Financial LP | 23 | $7.01K | 0.00% | −9−28.1% | Reduced |
| Hollencrest Capital Management | 25 | $7.60K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 28 | $8.52K | 0.00% | +3+12.0% | Added |
| Cornerstone Planning Group LLC | 28 | $8.62K | 0.00% | +28 | New |
| Ancora Advisors, LLC | 29 | $8.82K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 28 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 28 | $9.00K | 0.00% | +23+460.0% | Added |
| Cassady Schiller Wealth Management, LLC | 31 | $9.43K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32 | $9.73K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 31 | $10.0K | 0.01% | −1−3.1% | Reduced |
| Steward Financial Group LLC | 34 | $10.0K | 0.00% | +34 | New |
| Exchange Traded Concepts, LLC | 34 | $10.3K | 0.00% | −46−57.5% | Reduced |
| Column Capital Advisors, LLC | 39 | $11.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $12.2K | 0.00% | +4+11.1% | Added |
| West Branch Capital LLC | 45 | $13.7K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 50 | $15.0K | 0.00% | +50 | New |
| Lindbrook Capital, LLC | 52 | $15.8K | 0.00% | +9+20.9% | Added |
| Riverview Trust Co | 60 | $18.2K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 69 | $21.0K | 0.00% | −7−9.2% | Reduced |
| Lee Financial Co | 70 | $21.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 77 | $23.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 95 | $28.9K | 0.00% | +10+11.8% | Added |
| Addison Advisors LLC | 100 | $30.4K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 101 | $30.7K | 0.00% | +14+16.1% | Added |
| Harbor Capital Advisors, Inc. | 109 | $33.1K | 0.01% | +109 | New |
| Ci Investments Inc. | 120 | $36.0K | 0.00% | +31+34.8% | Added |
| Penserra Capital Management LLC | 133 | $40.0K | 0.00% | −14−9.5% | Reduced |
| Anchor Investment Management, LLC | 150 | $45.6K | 0.01% | −550−78.6% | Reduced |
| Fifth Third Bancorp | 175 | $53.2K | 0.00% | −72−29.1% | Reduced |
| AXS Investments LLC | 175 | $53.2K | 0.01% | +175 | New |
| Gradient Investments LLC | 180 | $54.7K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 182 | $55.3K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 191 | $58.1K | 0.00% | −125−39.6% | Reduced |
| First Horizon Advisors, Inc. | 192 | $58.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 196 | $59.6K | 0.02% | +51+35.2% | Added |
| CWM, LLC | 197 | $60.0K | 0.00% | −29−12.8% | Reduced |
| Nisa Investment Advisors, LLC | 236 | $71.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 245 | $74.5K | 0.02% | +245 | New |
| EverSource Wealth Advisors, LLC | 250 | $76.0K | 0.01% | +237+1,823.1% | Added |
| Steward Partners Investment Advisory, LLC | 280 | $85.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 286 | $87.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $91.2K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 334 | $101.6K | 0.00% | +85+34.1% | Added |
| Carmel Capital Partners, LLC | 360 | $109.5K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 462 | $140.5K | 0.01% | −26−5.3% | Reduced |
| Trust Co of Vermont | 472 | $143.5K | 0.01% | −67−12.4% | Reduced |
| C M Bidwell & Associates Ltd | 497 | $151.1K | 0.11% | +497 | New |
| Highlander Capital Management, LLC | 500 | $152.0K | 0.07% | 00.0% | Unchanged |
| Cutler Group LP | 573 | $174.0K | 0.04% | −450−44.0% | Reduced |
| Blair William & Co | 685 | $208.2K | 0.00% | +685 | New |
| Gsa Capital Partners LLP | 689 | $210.0K | 0.02% | −382−35.7% | Reduced |
| Avantax Advisory Services, Inc. | 711 | $216.1K | 0.00% | +711 | New |
| Mraz, Amerine & Associates, Inc. | 711 | $216.2K | 0.05% | +711 | New |
| Stephens Inc | 727 | $221.1K | 0.00% | −3,430−82.5% | Reduced |
| Delphia (USA) Inc. | 728 | $221.5K | 0.35% | +728 | New |
| Hennion & Walsh Asset Management, Inc. | 730 | $222.0K | 0.01% | +730 | New |
| Bank of Nova Scotia | 732 | $222.9K | 0.00% | +732 | New |
| Winton Group Ltd | 741 | $225.3K | 0.02% | −2,113−74.0% | Reduced |
| Cresset Asset Management, LLC | 745 | $226.6K | 0.00% | +745 | New |
| CI Private Wealth, LLC | 753 | $229.0K | 0.00% | +753 | New |
| SYSTM Wealth Solutions LLC | 754 | $229.3K | 0.03% | +754 | New |
| CIBC Asset Management Inc | 775 | $235.7K | 0.00% | +775 | New |
| Panagora Asset Management Inc | 778 | $236.6K | 0.00% | +778 | New |
| Veritable, L.P. | 783 | $238.1K | 0.00% | +783 | New |