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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 2,996 | $911.1K | 0.00% | +674+29.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,953 | $898.1K | 0.00% | +1,702+136.1% | Added |
| Burney Co | 2,944 | $895.3K | 0.04% | −95−3.1% | Reduced |
| Neuberger Berman Group LLC | 2,777 | $844.5K | 0.00% | +1,529+122.5% | Added |
| Commerce Bank | 2,674 | $813.2K | 0.01% | −1,627−37.8% | Reduced |
| Deutsche Bank AG | 2,672 | $812.6K | 0.00% | +364+15.8% | Added |
| Voloridge Investment Management, LLC | 2,639 | $802.5K | 0.00% | −76,737−96.7% | Reduced |
| Securian Asset Management, Inc | 2,514 | $764.5K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,470 | $751.0K | 0.00% | −555−18.3% | Reduced |
| Toroso Investments, LLC | 2,455 | $747.0K | 0.02% | −332−11.9% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 2,374 | $722.0K | 0.01% | +216+10.0% | Added |
| Cetera Advisor Networks LLC | 2,250 | $684.2K | 0.00% | +85+3.9% | Added |
| Rafferty Asset Management, LLC | 2,187 | $665.1K | 0.00% | +346+18.8% | Added |
| Brevan Howard Capital Management LP | 2,152 | $654.4K | 0.12% | +10.0% | Added |
| Yorktown Management & Research Co Inc | 2,100 | $638.6K | 0.69% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,065 | $628.0K | 0.01% | −209−9.2% | Reduced |
| US Bancorp | 2,056 | $625.3K | 0.00% | −521−20.2% | Reduced |
| Miller Value Partners, LLC | 2,000 | $608.2K | 0.40% | +1,000+100.0% | Added |
| Crossmark Global Holdings, Inc. | 1,926 | $590.0K | 0.01% | −329−14.6% | Reduced |
| MML Investors Services, LLC | 1,912 | $581.0K | 0.00% | +353+22.6% | Added |
| Mount Yale Investment Advisors, LLC | 1,868 | $568.1K | 0.06% | +735+64.9% | Added |
| Creative Planning | 1,800 | $547.4K | 0.00% | +413+29.8% | Added |
| Pathstone Family Office, LLC | 1,741 | $530.8K | 0.01% | −153−8.1% | Reduced |
| FourThought Financial Partners, LLC | 1,740 | $529.2K | 0.07% | +375+27.5% | Added |
| Haverford Trust Co | 1,644 | $500.0K | 0.01% | +4+0.2% | Added |
| ProShare Advisors LLC | 1,608 | $489.0K | 0.00% | −18−1.1% | Reduced |
| Values First Advisors, Inc. | 1,582 | $481.2K | 0.29% | +1,573+17,477.8% | Added |
| Regions Financial Corp | 1,579 | $480.2K | 0.00% | −9−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,500 | $456.2K | 0.00% | −67,053−97.8% | Reduced |
| First Hawaiian Bank | 1,417 | $430.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,402 | $426.5K | 0.00% | −13−0.9% | Reduced |
| Shelton Capital Management | 1,347 | $409.6K | 0.01% | −62−4.4% | Reduced |
| New York Life Investment Management LLC | 1,341 | $407.8K | 0.00% | +1,341 | New |
| National Bank of Canada | 1,342 | $407.2K | 0.00% | +75+5.9% | Added |
| Cerity Partners LLC | 1,332 | $405.1K | 0.00% | +421+46.2% | Added |
| Mercer Global Advisors Inc | 1,306 | $397.0K | 0.00% | −387−22.9% | Reduced |
| Commonwealth Equity Services, LLC | 1,261 | $384.0K | 0.00% | −618−32.9% | Reduced |
| Corton Capital Inc. | 1,250 | $380.1K | 0.18% | +1,250 | New |
| Ossiam | 1,202 | $365.5K | 0.01% | +721+149.9% | Added |
| Shell Asset Management Co | 1,177 | $358.0K | 0.01% | −7−0.6% | Reduced |
| Ethic Inc. | 1,143 | $347.6K | 0.01% | −267−18.9% | Reduced |
| HighTower Advisors, LLC | 1,112 | $343.0K | 0.00% | +1,112 | New |
| HSBC Holdings PLC | 1,119 | $340.3K | 0.00% | +69+6.6% | Added |
| Boston Private Wealth LLC | 1,092 | $332.1K | 0.01% | −217−16.6% | Reduced |
| BTC Capital Management, Inc. | 1,058 | $326.3K | 0.04% | −318−23.1% | Reduced |
| Metis Global Partners, LLC | 1,063 | $323.3K | 0.02% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,055 | $321.0K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,050 | $319.0K | 0.00% | −54−4.9% | Reduced |
| Coldstream Capital Management Inc | 1,024 | $311.4K | 0.01% | +68+7.1% | Added |
| Tower Research Capital LLC (TRC) | 1,021 | $310.5K | 0.01% | −3,417−77.0% | Reduced |
| Verition Fund Management LLC | 1,013 | $308.1K | 0.00% | −1,143−53.0% | Reduced |
| Dalton Investments LLC | 1,000 | $304.1K | 0.26% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,000 | $304.1K | 0.02% | +1,000 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $303.0K | 0.15% | +150+17.6% | Added |
| Advisor Partners II, LLC | 996 | $302.9K | 0.01% | +996 | New |
| Moody Aldrich Partners LLC | 986 | $299.9K | 0.06% | −52−5.0% | Reduced |
| Dark Forest Capital Management LP | 983 | $298.9K | 0.03% | +983 | New |
| Campbell & CO Investment Adviser LLC | 973 | $295.9K | 0.05% | −601−38.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 924 | $281.0K | 0.00% | −117−11.2% | Reduced |
| Ergoteles LLC | 872 | $265.2K | 0.01% | −6,931−88.8% | Reduced |
| Moneta Group Investment Advisors LLC | 866 | $263.4K | 0.01% | +866 | New |
| IFP Advisors, Inc | 2,644 | $258.2K | 0.01% | +123+4.9% | Added |
| Integrated Wealth Concepts LLC | 846 | $257.3K | 0.00% | +846 | New |
| Raymond James Trust N.A. | 843 | $256.0K | 0.01% | −35−4.0% | Reduced |
| Cetera Investment Advisers | 840 | $255.5K | 0.00% | +840 | New |
| Wolverine Trading, LLC | 843 | $255.3K | 0.00% | −709−45.7% | Reduced |
| Teza Capital Management LLC | 835 | $253.9K | 0.04% | −480−36.5% | Reduced |
| Profund Advisors LLC | 831 | $252.7K | 0.01% | −151−15.4% | Reduced |
| Two Sigma Securities, LLC | 825 | $250.9K | 0.02% | −551−40.0% | Reduced |
| Veritable, L.P. | 783 | $238.1K | 0.00% | +783 | New |
| Panagora Asset Management Inc | 778 | $236.6K | 0.00% | +778 | New |
| CIBC Asset Management Inc | 775 | $235.7K | 0.00% | +775 | New |
| SYSTM Wealth Solutions LLC | 754 | $229.3K | 0.03% | +754 | New |
| CI Private Wealth, LLC | 753 | $229.0K | 0.00% | +753 | New |
| Cresset Asset Management, LLC | 745 | $226.6K | 0.00% | +745 | New |
| Winton Group Ltd | 741 | $225.3K | 0.02% | −2,113−74.0% | Reduced |
| Bank of Nova Scotia | 732 | $222.9K | 0.00% | +732 | New |
| Hennion & Walsh Asset Management, Inc. | 730 | $222.0K | 0.01% | +730 | New |
| Delphia (USA) Inc. | 728 | $221.5K | 0.35% | +728 | New |
| Stephens Inc | 727 | $221.1K | 0.00% | −3,430−82.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 711 | $216.2K | 0.05% | +711 | New |
| Avantax Advisory Services, Inc. | 711 | $216.1K | 0.00% | +711 | New |
| Gsa Capital Partners LLP | 689 | $210.0K | 0.02% | −382−35.7% | Reduced |
| Blair William & Co | 685 | $208.2K | 0.00% | +685 | New |
| Cutler Group LP | 573 | $174.0K | 0.04% | −450−44.0% | Reduced |
| Highlander Capital Management, LLC | 500 | $152.0K | 0.07% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 497 | $151.1K | 0.11% | +497 | New |
| Trust Co of Vermont | 472 | $143.5K | 0.01% | −67−12.4% | Reduced |
| Quadrant Capital Group LLC | 462 | $140.5K | 0.01% | −26−5.3% | Reduced |
| Carmel Capital Partners, LLC | 360 | $109.5K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 334 | $101.6K | 0.00% | +85+34.1% | Added |
| Newbridge Financial Services Group, Inc. | 300 | $91.2K | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 286 | $87.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 280 | $85.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 250 | $76.0K | 0.01% | +237+1,823.1% | Added |
| Headlands Technologies LLC | 245 | $74.5K | 0.02% | +245 | New |
| Nisa Investment Advisors, LLC | 236 | $71.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 197 | $60.0K | 0.00% | −29−12.8% | Reduced |
| State of Wyoming | 196 | $59.6K | 0.02% | +51+35.2% | Added |
| First Horizon Advisors, Inc. | 192 | $58.4K | 0.00% | 00.0% | Unchanged |