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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 191 | $58.1K | 0.00% | −125−39.6% | Reduced |
| Contravisory Investment Management, Inc. | 182 | $55.3K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 180 | $54.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 175 | $53.2K | 0.00% | −72−29.1% | Reduced |
| AXS Investments LLC | 175 | $53.2K | 0.01% | +175 | New |
| Anchor Investment Management, LLC | 150 | $45.6K | 0.01% | −550−78.6% | Reduced |
| Penserra Capital Management LLC | 133 | $40.0K | 0.00% | −14−9.5% | Reduced |
| Ci Investments Inc. | 120 | $36.0K | 0.00% | +31+34.8% | Added |
| Harbor Capital Advisors, Inc. | 109 | $33.1K | 0.01% | +109 | New |
| Huntington National Bank | 101 | $30.7K | 0.00% | +14+16.1% | Added |
| Addison Advisors LLC | 100 | $30.4K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 95 | $28.9K | 0.00% | +10+11.8% | Added |
| Plante Moran Financial Advisors, LLC | 77 | $23.4K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 70 | $21.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 69 | $21.0K | 0.00% | −7−9.2% | Reduced |
| Riverview Trust Co | 60 | $18.2K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $15.8K | 0.00% | +9+20.9% | Added |
| Avion Wealth | 50 | $15.0K | 0.00% | +50 | New |
| West Branch Capital LLC | 45 | $13.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $12.2K | 0.00% | +4+11.1% | Added |
| Column Capital Advisors, LLC | 39 | $11.9K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 34 | $10.3K | 0.00% | −46−57.5% | Reduced |
| Covestor Ltd | 31 | $10.0K | 0.01% | −1−3.1% | Reduced |
| Steward Financial Group LLC | 34 | $10.0K | 0.00% | +34 | New |
| Global Retirement Partners, LLC | 32 | $9.73K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 31 | $9.43K | 0.01% | 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 |
| Ancora Advisors, LLC | 29 | $8.82K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 28 | $8.62K | 0.00% | +28 | New |
| Institutional & Family Asset Management, LLC | 28 | $8.52K | 0.00% | +3+12.0% | Added |
| Hollencrest Capital Management | 25 | $7.60K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 23 | $7.01K | 0.00% | −9−28.1% | Reduced |
| Loomis Sayles & Co L P | 23 | $7.00K | 0.00% | −34−59.6% | Reduced |
| Park Place Capital Corp | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $6.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $6.39K | 0.00% | −63−75.0% | Reduced |
| Private Trust Co NA | 20 | $6.08K | 0.00% | −1−4.8% | Reduced |
| Ronald Blue Trust, Inc. | 28 | $6.00K | 0.00% | −254−90.1% | Reduced |
| Smithfield Trust Co | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 19 | $5.78K | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 17 | $5.17K | 0.00% | −1−5.6% | Reduced |
| Baker Avenue Asset Management, LP | 16 | $4.87K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 14 | $4.26K | 0.00% | −41−74.5% | 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 |
| Leonteq Securities AG | 13 | $3.95K | 0.00% | −148−91.9% | Reduced |
| Farmers & Merchants Investments Inc | 12 | $3.65K | 0.00% | −1−7.7% | Reduced |
| Washington Trust Advisors, Inc. | 11 | $3.35K | 0.00% | −44−80.0% | Reduced |
| Colonial Trust Advisors | 10 | $3.04K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $3.00K | 0.00% | +11 | New |
| Geneos Wealth Management Inc. | 9 | $2.74K | 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 |
| TD Waterhouse Canada Inc. | 7 | $2.13K | 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 |
| Benjamin F. Edwards & Company, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 6 | $1.82K | 0.00% | +4+200.0% | Added |
| SRS Capital Advisors, Inc. | 4 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 4 | $1.22K | 0.00% | +4 | New |
| Focused Wealth Management, Inc | 3 | $922 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $913 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3 | $912 | 0.00% | −6−66.7% | Reduced |
| 25 LLC | 2 | $641 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $608 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 1 | $304 | 0.00% | −3−75.0% | Reduced |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |