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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 41,263 | $12.5M | 0.01% | −8,679−17.4% | Reduced |
| American International Group, Inc. | 41,517 | $12.6M | 0.08% | −663−1.6% | Reduced |
| Goldman Sachs Group Inc | 41,730 | $12.7M | 0.00% | −12,837−23.5% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 41,888 | $12.7M | 1.54% | −1,866−4.3% | Reduced |
| Intrinsic Edge Capital Management LLC | 42,786 | $13.0M | 1.01% | +28,668+203.1% | Added |
| Engle Capital Management, L.P. | 43,000 | $13.1M | 4.05% | −4,000−8.5% | Reduced |
| Boston Partners | 51,317 | $15.4M | 0.02% | −3,646−6.6% | Reduced |
| Logan Capital Management Inc | 51,239 | $15.6M | 0.75% | −1,537−2.9% | Reduced |
| Retirement Systems of Alabama | 53,375 | $16.2M | 0.07% | −245−0.5% | Reduced |
| Swiss National Bank | 59,900 | $18.2M | 0.01% | +900+1.5% | Added |
| Legal & General Group Plc | 65,250 | $19.8M | 0.01% | +8,517+15.0% | Added |
| Ensign Peak Advisors, Inc | 67,990 | $20.7M | 0.04% | +112+0.2% | Added |
| Citadel Advisors LLC | 71,674 | $21.8M | 0.02% | −21,632−23.2% | Reduced |
| Perpetual Ltd | 72,999 | $22.2M | 0.19% | +5,341+7.9% | Added |
| Bank of America Corp | 79,511 | $24.2M | 0.00% | −18,633−19.0% | Reduced |
| Kensico Capital Management Corp | 80,000 | $24.3M | 0.98% | +80,000 | New |
| Rockefeller Capital Management L.P. | 85,698 | $26.1M | 0.10% | +85,698 | New |
| Rhumbline Advisers | 88,352 | $26.9M | 0.03% | +1,769+2.0% | Added |
| Ameriprise Financial Inc | 91,242 | $27.7M | 0.01% | +7,800+9.3% | Added |
| Invesco Ltd. | 91,654 | $27.9M | 0.01% | −86,404−48.5% | Reduced |
| SEI Investments Co | 92,238 | $28.1M | 0.05% | +2,612+2.9% | Added |
| Owl Creek Asset Management, L.P. | 92,863 | $28.2M | 2.30% | +6,951+8.1% | Added |
| Nuveen Asset Management, LLC | 95,189 | $28.9M | 0.01% | +814+0.9% | Added |
| Principal Financial Group Inc | 103,333 | $31.4M | 0.02% | −4,844−4.5% | Reduced |
| First Trust Advisors LP | 105,283 | $32.0M | 0.04% | −2,309−2.1% | Reduced |
| Iridian Asset Management LLC | 117,851 | $35.8M | 3.34% | −31,887−21.3% | Reduced |
| Clearbridge Investments, LLC | 121,169 | $36.8M | 0.03% | +16,295+15.5% | Added |
| Kennedy Capital Management, Inc. | 125,608 | $38.2M | 0.89% | +27,342+27.8% | Added |
| Barclays PLC | 128,155 | $39.0M | 0.03% | +90,676+241.9% | Added |
| New York State Common Retirement Fund | 139,871 | $42.5M | 0.05% | −1,614−1.1% | Reduced |
| British Columbia Investment Management Corp | 142,556 | $43.4M | 0.41% | +54,600+62.1% | Added |
| Brandywine Global Investment Management, LLC | 147,262 | $44.8M | 0.37% | +3,805+2.7% | Added |
| 12 West Capital Management LP | 150,500 | $45.8M | 3.93% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 165,644 | $50.4M | 0.03% | −14,392−8.0% | Reduced |
| Franklin Resources Inc | 176,276 | $53.6M | 0.03% | +22,354+14.5% | Added |
| Fiera Capital Corp | 186,992 | $56.9M | 0.16% | −4,703−2.5% | Reduced |
| Northern Trust Corp | 207,147 | $63.0M | 0.01% | −25,924−11.1% | Reduced |
| Chicago Capital, LLC | 212,169 | $64.5M | 2.91% | −950−0.4% | Reduced |
| Russell Investments Group, Ltd. | 224,269 | $68.1M | 0.13% | +11,259+5.3% | Added |
| Millennium Management LLC | 225,584 | $68.6M | 0.07% | +174,112+338.3% | Added |
| River Road Asset Management, LLC | 233,894 | $71.1M | 0.98% | −48,062−17.0% | Reduced |
| Eventide Asset Management, LLC | 244,280 | $74.3M | 1.26% | +118,781+94.6% | Added |
| Tensile Capital Management LP | 249,912 | $76.0M | 9.83% | −20,000−7.4% | Reduced |
| Charles Schwab Investment Management Inc | 263,382 | $80.1M | 0.02% | +7,250+2.8% | Added |
| Bank of New York Mellon Corp | 291,113 | $88.5M | 0.02% | −2,314−0.8% | Reduced |
| JPMorgan Chase & Co | 301,528 | $91.7M | 0.01% | +35,290+13.3% | Added |
| Norges Bank | 313,437 | $95.3M | 0.02% | −14,205−4.3% | Reduced |
| Cardinal Capital Management LLC | 330,464 | $100.5M | 3.81% | −23,880−6.7% | Reduced |
| Frontier Capital Management Co LLC | 346,238 | $105.3M | 1.01% | +29,480+9.3% | Added |
| SRS Investment Management, LLC | 362,367 | $110.2M | 1.27% | +86,894+31.5% | Added |
| Geode Capital Management, LLC | 403,138 | $122.6M | 0.01% | +16,874+4.4% | Added |
| GW&K Investment Management, LLC | 408,599 | $124.3M | 1.18% | −4,678−1.1% | Reduced |
| Cooperman Leon G | 415,000 | $126.2M | 6.85% | +4,247+1.0% | Added |
| FMR LLC | 446,296 | $135.7M | 0.01% | −98,739−18.1% | Reduced |
| Morgan Stanley | 518,918 | $157.8M | 0.02% | +31,176+6.4% | Added |
| Lyrical Asset Management LP | 525,087 | $159.7M | 2.99% | −29,345−5.3% | Reduced |
| Alliancebernstein L.P. | 615,177 | $187.1M | 0.08% | +13,723+2.3% | Added |
| Canada Pension Plan Investment Board | 676,411 | $205.7M | 0.31% | +343,000+102.9% | Added |
| Royal London Asset Management Ltd | 678,776 | $206.5M | 0.67% | +34,271+5.3% | Added |
| Conifer Management, L.L.C. | 700,000 | $212.9M | 23.36% | +200,000+40.0% | Added |
| State Street Corp | 798,205 | $242.7M | 0.01% | −980.0% | Reduced |
| Dimensional Fund Advisors LP | 839,009 | $255.2M | 0.08% | +48,010+6.1% | Added |
| Brave Warrior Advisors, LLC | 1,147,259 | $348.9M | 9.22% | +77,437+7.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,497,958 | $455.5M | 1.70% | +91,769+6.5% | Added |
| MFN Partners Management, LP | 1,551,077 | $471.7M | 15.32% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,647,856 | $501.1M | 0.94% | +144,468+9.6% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 2,351,068 | $715.0M | 20.56% | 00.0% | Unchanged |
| BlackRock Inc. | 2,363,257 | $718.7M | 0.02% | −47,479−2.0% | Reduced |
| Vanguard Group Inc | 2,796,758 | $850.5M | 0.02% | −4,421−0.2% | Reduced |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −74,683−100.0% | Sold out |
| Baupost Group LLCSuperinvestorBaupost Group | 0 | $0 | 0.00% | −65,043−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −56,172−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −38,728−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −35,790−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −32,817−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −22,464−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −16,750−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,823−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,857−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −8,369−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,682−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −6,672−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,577−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,538−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −5,209−100.0% | Sold out |
| Moon Capital Management LP | 0 | $0 | 0.00% | −4,792−100.0% | Sold out |
| Fortis Capital Management LLC | 0 | $0 | 0.00% | −3,357−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,988−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,961−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,616−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −2,524−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −2,480−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −2,176−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,084−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,957−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,867−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |