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, Q3 2023
Institutional positions in Lithia Motors Inc as of Sep 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
- 388
- +20 vs. Q2 2023
- Shares held
- 28.4M
- −1.01M (−3.4%) vs. Q2 2023
- Total value
- $8.40B
- −$551.9M (−6.2%) vs. Q2 2023
- New holders
- 56
- 115 more added
- Sold out
- 36
- 147 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,807,407 | $829.1M | 0.02% | +10,649+0.4% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 2,391,188 | $706.2M | 23.33% | +40,120+1.7% | Added |
| BlackRock Inc. | 2,367,639 | $699.2M | 0.02% | +4,382+0.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,647,451 | $486.5M | 0.95% | −4050.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,589,907 | $469.5M | 1.79% | +91,949+6.1% | Added |
| MFN Partners Management, LP | 1,551,077 | $458.1M | 15.38% | 00.0% | Unchanged |
| Brave Warrior Advisors, LLC | 882,908 | $260.7M | 6.51% | −264,351−23.0% | Reduced |
| State Street Corp | 793,537 | $234.4M | 0.01% | −4,668−0.6% | Reduced |
| Dimensional Fund Advisors LP | 787,042 | $232.4M | 0.08% | −51,967−6.2% | Reduced |
| Conifer Management, L.L.C. | 700,000 | $206.7M | 23.30% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 678,611 | $200.4M | 0.29% | +2,200+0.3% | Added |
| Royal London Asset Management Ltd | 651,226 | $192.2M | 0.62% | −27,550−4.1% | Reduced |
| Alliancebernstein L.P. | 594,142 | $175.5M | 0.07% | −21,035−3.4% | Reduced |
| Lyrical Asset Management LP | 526,952 | $155.6M | 2.94% | +1,865+0.4% | Added |
| FMR LLC | 492,273 | $145.4M | 0.01% | +45,977+10.3% | Added |
| Morgan Stanley | 431,388 | $127.4M | 0.01% | −87,530−16.9% | Reduced |
| Cooperman Leon G | 415,000 | $122.6M | 6.42% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 409,603 | $121.0M | 0.01% | +6,465+1.6% | Added |
| GW&K Investment Management, LLC | 401,134 | $118.5M | 1.19% | −7,465−1.8% | Reduced |
| Norges Bank | 369,118 | $109.0M | 0.02% | +55,681+17.8% | Added |
| SRS Investment Management, LLC | 362,367 | $107.0M | 1.54% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 326,957 | $96.6M | 0.01% | +25,429+8.4% | Added |
| Cardinal Capital Management LLC | 306,064 | $90.4M | 3.88% | −24,400−7.4% | Reduced |
| Bank of New York Mellon Corp | 284,351 | $84.0M | 0.02% | −6,762−2.3% | Reduced |
| Eventide Asset Management, LLC | 247,514 | $73.1M | 1.32% | +3,234+1.3% | Added |
| Tensile Capital Management LP | 236,975 | $70.0M | 8.80% | −12,937−5.2% | Reduced |
| Frontier Capital Management Co LLC | 230,932 | $68.2M | 0.75% | −115,306−33.3% | Reduced |
| Chicago Capital, LLC | 209,522 | $61.9M | 2.89% | −2,647−1.2% | Reduced |
| Russell Investments Group, Ltd. | 204,220 | $60.7M | 0.12% | −20,049−8.9% | Reduced |
| Northern Trust Corp | 203,178 | $60.0M | 0.01% | −3,969−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 199,233 | $58.8M | 0.02% | −64,149−24.4% | Reduced |
| Fiera Capital Corp | 184,230 | $54.4M | 0.17% | −2,762−1.5% | Reduced |
| Balyasny Asset Management LLC | 168,115 | $49.6M | 0.14% | +168,115 | New |
| 12 West Capital Management LP | 150,500 | $44.4M | 4.03% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 142,556 | $42.1M | 0.40% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 136,343 | $40.3M | 0.02% | −29,301−17.7% | Reduced |
| Brandywine Global Investment Management, LLC | 130,397 | $38.5M | 0.34% | −16,865−11.5% | Reduced |
| Kennedy Capital Management, Inc. | 126,063 | $37.2M | 0.91% | +455+0.4% | Added |
| Clearbridge Investments, LLC | 119,591 | $35.3M | 0.03% | −1,578−1.3% | Reduced |
| Invesco Ltd. | 113,986 | $33.7M | 0.01% | +22,332+24.4% | Added |
| Kensico Capital Management Corp | 113,000 | $33.4M | 1.41% | +33,000+41.3% | Added |
| Barclays PLC | 111,387 | $32.9M | 0.02% | −16,768−13.1% | Reduced |
| Principal Financial Group Inc | 101,637 | $30.0M | 0.02% | −1,696−1.6% | Reduced |
| Nuveen Asset Management, LLC | 95,701 | $28.3M | 0.01% | +512+0.5% | Added |
| Ameriprise Financial Inc | 90,646 | $26.8M | 0.01% | −596−0.7% | Reduced |
| First Trust Advisors LP | 89,736 | $26.5M | 0.03% | −15,547−14.8% | Reduced |
| Rhumbline Advisers | 87,312 | $25.8M | 0.03% | −1,040−1.2% | Reduced |
| Perpetual Ltd | 87,019 | $25.7M | 0.27% | +14,020+19.2% | Added |
| River Road Asset Management, LLC | 84,144 | $24.9M | 0.35% | −149,750−64.0% | Reduced |
| New York State Common Retirement Fund | 77,592 | $22.9M | 0.03% | −62,279−44.5% | Reduced |
| Bank of America Corp | 76,893 | $22.7M | 0.00% | −2,618−3.3% | Reduced |
| Franklin Resources Inc | 75,141 | $22.2M | 0.01% | −101,135−57.4% | Reduced |
| Iridian Asset Management LLC | 70,541 | $20.8M | 4.22% | −47,310−40.1% | Reduced |
| Legal & General Group Plc | 65,198 | $19.3M | 0.01% | −52−0.1% | Reduced |
| Engle Capital Management, L.P. | 63,000 | $18.6M | 6.75% | +20,000+46.5% | Added |
| Envestnet Asset Management Inc | 60,831 | $18.0M | 0.01% | +24,561+67.7% | Added |
| Swiss National Bank | 60,500 | $17.9M | 0.01% | +600+1.0% | Added |
| Ensign Peak Advisors, Inc | 57,050 | $16.8M | 0.04% | −10,940−16.1% | Reduced |
| Logan Capital Management Inc | 52,926 | $15.6M | 0.79% | +1,687+3.3% | Added |
| Retirement Systems of Alabama | 52,315 | $15.5M | 0.07% | −1,060−2.0% | Reduced |
| Bridges Investment Management Inc | 52,251 | $15.4M | 0.55% | +15,643+42.7% | Added |
| Boston Partners | 49,510 | $14.4M | 0.02% | −1,807−3.5% | Reduced |
| SEI Investments Co | 48,122 | $14.2M | 0.03% | −44,116−47.8% | Reduced |
| UBS Asset Management Americas Inc | 47,016 | $13.9M | 0.01% | −5,235−10.0% | Reduced |
| Goldman Sachs Group Inc | 44,979 | $13.3M | 0.00% | +3,249+7.8% | Added |
| Westwood Holdings Group Inc. | 43,913 | $13.0M | 0.12% | +5,139+13.3% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 41,494 | $12.3M | 1.52% | −394−0.9% | Reduced |
| Royal Bank of Canada | 41,241 | $12.2M | 0.00% | +17,209+71.6% | Added |
| California Public Employees Retirement System | 40,722 | $12.0M | 0.01% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 40,142 | $11.9M | 1.46% | −2,644−6.2% | Reduced |
| Macquarie Group Ltd | 39,746 | $11.7M | 0.01% | −1,513−3.7% | Reduced |
| American International Group, Inc. | 38,828 | $11.5M | 0.07% | −2,689−6.5% | Reduced |
| State of Wisconsin Investment Board | 38,252 | $11.3M | 0.04% | −2,060−5.1% | Reduced |
| New York State Teachers Retirement System | 37,930 | $11.2M | 0.03% | +100+0.3% | Added |
| Cobalt Capital Management, Inc. | 37,000 | $10.9M | 4.17% | +37,000 | New |
| Credit Suisse AG | 36,264 | $10.7M | 0.01% | −432−1.2% | Reduced |
| Point72 Asset Management, L.P. | 35,300 | $10.4M | 0.04% | +35,300 | New |
| American Century Companies Inc | 35,164 | $10.4M | 0.01% | +8,862+33.7% | Added |
| Steamboat Capital Partners, LLC | 35,000 | $10.3M | 3.83% | +5,000+16.7% | Added |
| S&T Bank | 32,430 | $9.58M | 1.85% | −1,558−4.6% | Reduced |
| UBS Group AG | 31,862 | $9.41M | 0.00% | +1,267+4.1% | Added |
| California State Teachers Retirement System | 30,676 | $9.06M | 0.01% | −2,871−8.6% | Reduced |
| Raymond James & Associates | 29,487 | $8.71M | 0.01% | −11,776−28.5% | Reduced |
| Millennium Management LLC | 28,389 | $8.38M | 0.01% | −197,195−87.4% | Reduced |
| Wells Fargo & Company | 27,681 | $8.17M | 0.00% | +237+0.9% | Added |
| Channing Capital Management, LLC | 26,788 | $7.91M | 0.26% | −10,080−27.3% | Reduced |
| Parkwood LLC | 26,723 | $7.89M | 1.44% | −1,943−6.8% | Reduced |
| BNP Paribas Arbitrage, SA | 26,274 | $7.76M | 0.02% | +8,427+47.2% | Added |
| D.A. Davidson & Co. | 25,536 | $7.54M | 0.08% | −96−0.4% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 24,528 | $7.24M | 2.10% | +24,528 | New |
| Citadel Advisors LLC | 24,467 | $7.23M | 0.01% | −47,207−65.9% | Reduced |
| Texas Permanent School Fund | 23,398 | $6.91M | 0.07% | −830−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 23,354 | $6.90M | 0.02% | +1,410+6.4% | Added |
| Moran Wealth Management, LLC | 22,957 | $6.78M | 0.26% | −35−0.2% | Reduced |
| Goodnow Investment Group, LLC | 20,471 | $6.05M | 1.02% | +130+0.6% | Added |
| Great West Life Assurance Co | 20,199 | $5.96M | 0.01% | +1,051+5.5% | Added |
| Mutual of America Capital Management LLC | 19,772 | $5.84M | 0.07% | −2,053−9.4% | Reduced |
| Public Employees Retirement System of Ohio | 18,938 | $5.59M | 0.02% | −826−4.2% | Reduced |
| Voloridge Investment Management, LLC | 18,607 | $5.50M | 0.03% | +15,968+605.1% | Added |
| Amalgamated Bank | 17,767 | $5.25M | 0.04% | −134−0.7% | Reduced |