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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 825 | $250.9K | 0.02% | −551−40.0% | Reduced |
| Profund Advisors LLC | 831 | $252.7K | 0.01% | −151−15.4% | Reduced |
| Teza Capital Management LLC | 835 | $253.9K | 0.04% | −480−36.5% | Reduced |
| Wolverine Trading, LLC | 843 | $255.3K | 0.00% | −709−45.7% | Reduced |
| Cetera Investment Advisers | 840 | $255.5K | 0.00% | +840 | New |
| Raymond James Trust N.A. | 843 | $256.0K | 0.01% | −35−4.0% | Reduced |
| Integrated Wealth Concepts LLC | 846 | $257.3K | 0.00% | +846 | New |
| IFP Advisors, Inc | 2,644 | $258.2K | 0.01% | +123+4.9% | Added |
| Moneta Group Investment Advisors LLC | 866 | $263.4K | 0.01% | +866 | New |
| Ergoteles LLC | 872 | $265.2K | 0.01% | −6,931−88.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 924 | $281.0K | 0.00% | −117−11.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 973 | $295.9K | 0.05% | −601−38.2% | Reduced |
| Dark Forest Capital Management LP | 983 | $298.9K | 0.03% | +983 | New |
| Moody Aldrich Partners LLC | 986 | $299.9K | 0.06% | −52−5.0% | Reduced |
| Advisor Partners II, LLC | 996 | $302.9K | 0.01% | +996 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $303.0K | 0.15% | +150+17.6% | Added |
| Dalton Investments LLC | 1,000 | $304.1K | 0.26% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,000 | $304.1K | 0.02% | +1,000 | New |
| Verition Fund Management LLC | 1,013 | $308.1K | 0.00% | −1,143−53.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,021 | $310.5K | 0.01% | −3,417−77.0% | Reduced |
| Coldstream Capital Management Inc | 1,024 | $311.4K | 0.01% | +68+7.1% | Added |
| SG Americas Securities, LLC | 1,050 | $319.0K | 0.00% | −54−4.9% | Reduced |
| Connors Investor Services Inc | 1,055 | $321.0K | 0.04% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,063 | $323.3K | 0.02% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,058 | $326.3K | 0.04% | −318−23.1% | Reduced |
| Boston Private Wealth LLC | 1,092 | $332.1K | 0.01% | −217−16.6% | Reduced |
| HSBC Holdings PLC | 1,119 | $340.3K | 0.00% | +69+6.6% | Added |
| HighTower Advisors, LLC | 1,112 | $343.0K | 0.00% | +1,112 | New |
| Ethic Inc. | 1,143 | $347.6K | 0.01% | −267−18.9% | Reduced |
| Shell Asset Management Co | 1,177 | $358.0K | 0.01% | −7−0.6% | Reduced |
| Ossiam | 1,202 | $365.5K | 0.01% | +721+149.9% | Added |
| Corton Capital Inc. | 1,250 | $380.1K | 0.18% | +1,250 | New |
| Commonwealth Equity Services, LLC | 1,261 | $384.0K | 0.00% | −618−32.9% | Reduced |
| Mercer Global Advisors Inc | 1,306 | $397.0K | 0.00% | −387−22.9% | Reduced |
| Cerity Partners LLC | 1,332 | $405.1K | 0.00% | +421+46.2% | Added |
| National Bank of Canada | 1,342 | $407.2K | 0.00% | +75+5.9% | Added |
| New York Life Investment Management LLC | 1,341 | $407.8K | 0.00% | +1,341 | New |
| Shelton Capital Management | 1,347 | $409.6K | 0.01% | −62−4.4% | Reduced |
| GWM Advisors LLC | 1,402 | $426.5K | 0.00% | −13−0.9% | Reduced |
| First Hawaiian Bank | 1,417 | $430.9K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,500 | $456.2K | 0.00% | −67,053−97.8% | Reduced |
| Regions Financial Corp | 1,579 | $480.2K | 0.00% | −9−0.6% | Reduced |
| Values First Advisors, Inc. | 1,582 | $481.2K | 0.29% | +1,573+17,477.8% | Added |
| ProShare Advisors LLC | 1,608 | $489.0K | 0.00% | −18−1.1% | Reduced |
| Haverford Trust Co | 1,644 | $500.0K | 0.01% | +4+0.2% | Added |
| FourThought Financial Partners, LLC | 1,740 | $529.2K | 0.07% | +375+27.5% | Added |
| Pathstone Family Office, LLC | 1,741 | $530.8K | 0.01% | −153−8.1% | Reduced |
| Creative Planning | 1,800 | $547.4K | 0.00% | +413+29.8% | Added |
| Mount Yale Investment Advisors, LLC | 1,868 | $568.1K | 0.06% | +735+64.9% | Added |
| MML Investors Services, LLC | 1,912 | $581.0K | 0.00% | +353+22.6% | Added |
| Crossmark Global Holdings, Inc. | 1,926 | $590.0K | 0.01% | −329−14.6% | Reduced |
| Miller Value Partners, LLC | 2,000 | $608.2K | 0.40% | +1,000+100.0% | Added |
| US Bancorp | 2,056 | $625.3K | 0.00% | −521−20.2% | Reduced |
| Maryland State Retirement & Pension System | 2,065 | $628.0K | 0.01% | −209−9.2% | Reduced |
| Yorktown Management & Research Co Inc | 2,100 | $638.6K | 0.69% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,152 | $654.4K | 0.12% | +10.0% | Added |
| Rafferty Asset Management, LLC | 2,187 | $665.1K | 0.00% | +346+18.8% | Added |
| Cetera Advisor Networks LLC | 2,250 | $684.2K | 0.00% | +85+3.9% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 2,374 | $722.0K | 0.01% | +216+10.0% | Added |
| Toroso Investments, LLC | 2,455 | $747.0K | 0.02% | −332−11.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,470 | $751.0K | 0.00% | −555−18.3% | Reduced |
| Securian Asset Management, Inc | 2,514 | $764.5K | 0.02% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 2,639 | $802.5K | 0.00% | −76,737−96.7% | Reduced |
| Deutsche Bank AG | 2,672 | $812.6K | 0.00% | +364+15.8% | Added |
| Commerce Bank | 2,674 | $813.2K | 0.01% | −1,627−37.8% | Reduced |
| Neuberger Berman Group LLC | 2,777 | $844.5K | 0.00% | +1,529+122.5% | Added |
| Burney Co | 2,944 | $895.3K | 0.04% | −95−3.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,953 | $898.1K | 0.00% | +1,702+136.1% | Added |
| Assetmark, Inc | 2,996 | $911.1K | 0.00% | +674+29.0% | Added |
| Retireful, LLC | 2,997 | $911.4K | 0.34% | +2,997 | New |
| Camelot Portfolios, LLC | 2,997 | $911.6K | 0.57% | −51−1.7% | Reduced |
| Bank of Montreal | 2,985 | $914.5K | 0.00% | −520−14.8% | Reduced |
| Kestra Advisory Services, LLC | 3,042 | $925.1K | 0.01% | −42−1.4% | Reduced |
| HighVista Strategies LLC | 3,101 | $943.0K | 0.43% | +3,101 | New |
| Quantamental Technologies LLC | 3,125 | $950.3K | 0.40% | +3,125 | New |
| ExodusPoint Capital Management, LP | 3,155 | $959.0K | 0.01% | +3,155 | New |
| Snowden Capital Advisors LLC | 3,196 | $971.9K | 0.03% | +241+8.2% | Added |
| Illinois Municipal Retirement Fund | 3,210 | $976.0K | 0.02% | −4,356−57.6% | Reduced |
| Pictet Asset Management SA | 3,234 | $983.5K | 0.00% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 3,239 | $985.0K | 0.09% | +75+2.4% | Added |
| Federated Hermes, Inc. | 3,288 | $999.9K | 0.00% | +27+0.8% | Added |
| Xponance, Inc. | 3,340 | $1.02M | 0.01% | −278−7.7% | Reduced |
| Fulton Bank, N.A. | 3,358 | $1.02M | 0.05% | +134+4.2% | Added |
| Ashton Thomas Private Wealth, LLC | 3,365 | $1.02M | 0.08% | +9+0.3% | Added |
| GTS Securities LLC | 3,397 | $1.03M | 0.03% | +3,397 | New |
| State of Alaska, Department of Revenue | 3,415 | $1.04M | 0.01% | −355−9.4% | Reduced |
| Public Employees Retirement Association of Colorado | 3,656 | $1.11M | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,793 | $1.15M | 0.05% | +1,595+72.6% | Added |
| Gotham Asset Management, LLC | 3,802 | $1.16M | 0.03% | +386+11.3% | Added |
| Capstone Investment Advisors, LLC | 3,890 | $1.18M | 0.03% | +3,890 | New |
| M&T Bank Corp | 3,949 | $1.20M | 0.00% | −146−3.6% | Reduced |
| JustInvest LLC | 3,959 | $1.20M | 0.04% | +455+13.0% | Added |
| Towle & Co | 4,070 | $1.24M | 0.16% | +480+13.4% | Added |
| Epoch Investment Partners, Inc. | 4,079 | $1.24M | 0.01% | −159−3.8% | Reduced |
| Guggenheim Capital LLC | 4,216 | $1.28M | 0.01% | −2,848−40.3% | Reduced |
| Mariner, LLC | 4,227 | $1.29M | 0.00% | +154+3.8% | Added |
| Teacher Retirement System of Texas | 4,275 | $1.30M | 0.01% | −1,607−27.3% | Reduced |
| Wesbanco Bank Inc | 4,298 | $1.31M | 0.05% | 00.0% | Unchanged |
| Legato Capital Management LLC | 4,347 | $1.32M | 0.18% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,348 | $1.32M | 0.16% | +2,953+211.7% | Added |