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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 778 | $229.8K | 0.00% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 779 | $230.1K | 0.22% | −2,346−75.1% | Reduced |
| Moneta Group Investment Advisors LLC | 818 | $241.6K | 0.01% | −48−5.5% | Reduced |
| Cetera Investment Advisers | 852 | $251.8K | 0.00% | +12+1.4% | Added |
| Cutler Group LP | 873 | $257.0K | 0.04% | +300+52.4% | Added |
| Fox Run Management, L.L.C. | 892 | $263.4K | 0.08% | +892 | New |
| Verition Fund Management LLC | 910 | $268.8K | 0.00% | −103−10.2% | Reduced |
| BTC Capital Management, Inc. | 922 | $272.3K | 0.03% | −136−12.9% | Reduced |
| National Bank of Canada | 961 | $277.4K | 0.00% | −381−28.4% | Reduced |
| Marshall Wace, LLP | 940 | $277.6K | 0.00% | +940 | New |
| Moody Aldrich Partners LLC | 965 | $285.0K | 0.05% | −21−2.1% | Reduced |
| Cullinan Associates Inc | 1,000 | $295.3K | 0.02% | 00.0% | Unchanged |
| Dalton Investments LLC | 1,000 | $295.3K | 0.23% | 00.0% | Unchanged |
| Ossiam | 1,012 | $298.9K | 0.01% | −190−15.8% | Reduced |
| Boston Private Wealth LLC | 1,012 | $298.9K | 0.01% | −80−7.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $299.0K | 0.15% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 1,024 | $302.0K | 0.05% | +1,024 | New |
| Advisor Partners II, LLC | 1,024 | $302.4K | 0.01% | +28+2.8% | Added |
| Coldstream Capital Management Inc | 1,045 | $308.6K | 0.01% | +21+2.1% | Added |
| Connors Investor Services Inc | 1,055 | $312.0K | 0.04% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,069 | $315.7K | 0.02% | +6+0.6% | Added |
| Commonwealth Equity Services, LLC | 1,098 | $325.0K | 0.00% | −163−12.9% | Reduced |
| Oak Thistle LLC | 1,102 | $325.5K | 0.10% | +1,102 | New |
| Inceptionr LLC | 1,103 | $325.7K | 0.18% | +1,103 | New |
| OneAscent Wealth Management LLC | 1,116 | $330.0K | 0.15% | +1,116 | New |
| GWM Advisors LLC | 1,123 | $331.7K | 0.00% | −279−19.9% | Reduced |
| Shell Asset Management Co | 1,159 | $342.0K | 0.01% | −18−1.5% | Reduced |
| Two Sigma Securities, LLC | 1,182 | $349.1K | 0.02% | +357+43.3% | Added |
| Winton Group Ltd | 1,245 | $367.7K | 0.03% | +504+68.0% | Added |
| Cresset Asset Management, LLC | 1,264 | $373.3K | 0.00% | +519+69.7% | Added |
| Shelton Capital Management | 1,276 | $376.8K | 0.01% | −71−5.3% | Reduced |
| OneAscent Financial Services LLC | 1,298 | $383.0K | 0.10% | +1,298 | New |
| Corton Capital Inc. | 1,350 | $398.7K | 0.20% | +100+8.0% | Added |
| Atlas Capital Advisors LLC | 1,362 | $402.2K | 0.07% | +1,362 | New |
| HSBC Holdings PLC | 1,377 | $406.7K | 0.00% | +258+23.1% | Added |
| Mercer Global Advisors Inc | 1,384 | $409.0K | 0.00% | +78+6.0% | Added |
| Ethic Inc. | 1,400 | $413.5K | 0.01% | +257+22.5% | Added |
| HighTower Advisors, LLC | 1,400 | $414.0K | 0.00% | +288+25.9% | Added |
| Squarepoint Ops LLC | 1,403 | $414.3K | 0.00% | −18,774−93.0% | Reduced |
| First Hawaiian Bank | 1,417 | $418.5K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,489 | $439.7K | 0.00% | −119−7.4% | Reduced |
| Rafferty Asset Management, LLC | 1,520 | $448.9K | 0.00% | −667−30.5% | Reduced |
| Deutsche Bank AG | 1,541 | $455.1K | 0.00% | −1,131−42.3% | Reduced |
| Regions Financial Corp | 1,553 | $458.6K | 0.00% | −26−1.6% | Reduced |
| FourThought Financial Partners, LLC | 1,572 | $464.4K | 0.06% | −168−9.7% | Reduced |
| Haverford Trust Co | 1,644 | $485.5K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,667 | $492.3K | 0.01% | +1,667 | New |
| Creative Planning | 1,766 | $521.6K | 0.00% | −34−1.9% | Reduced |
| Crossmark Global Holdings, Inc. | 1,885 | $526.0K | 0.01% | −41−2.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,787 | $527.8K | 0.06% | −81−4.3% | Reduced |
| Axq Capital, LP | 1,800 | $531.6K | 0.19% | +1,800 | New |
| Virtu Financial LLC | 1,820 | $537.0K | 0.05% | +1,820 | New |
| MML Investors Services, LLC | 1,849 | $546.0K | 0.00% | −63−3.3% | Reduced |
| QRG Capital Management, Inc. | 1,849 | $546.1K | 0.01% | +1,849 | New |
| Miller Value Partners, LLC | 2,000 | $590.7K | 0.37% | 00.0% | Unchanged |
| US Bancorp | 2,007 | $592.7K | 0.00% | −49−2.4% | Reduced |
| Park Avenue Securities LLC | 2,012 | $594.0K | 0.01% | +2,012 | New |
| Centiva Capital, LP | 2,016 | $595.4K | 0.03% | +2,016 | New |
| Maryland State Retirement & Pension System | 2,065 | $609.9K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,100 | $620.2K | 0.70% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,155 | $636.5K | 0.00% | +2,155 | New |
| Cambridge Investment Research Advisors, Inc. | 2,228 | $658.0K | 0.00% | −242−9.8% | Reduced |
| The PNC Financial Services Group, Inc. | 2,232 | $659.2K | 0.00% | −3,463−60.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,300 | $679.3K | 0.02% | +1,279+125.3% | Added |
| Pathstone Family Office, LLC | 2,305 | $680.7K | 0.01% | +564+32.4% | Added |
| Pacer Advisors, Inc. | 2,313 | $683.1K | 0.00% | −3,442−59.8% | Reduced |
| Securian Asset Management, Inc | 2,334 | $689.3K | 0.02% | −180−7.2% | Reduced |
| Burney Co | 2,334 | $689.3K | 0.03% | −610−20.7% | Reduced |
| XTX Topco Ltd | 2,338 | $690.5K | 0.12% | +2,338 | New |
| Ruane, Cunniff & Goldfarb L.P. | 2,374 | $701.1K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,376 | $701.7K | 0.03% | −820−25.7% | Reduced |
| Toroso Investments, LLC | 2,392 | $706.4K | 0.02% | −63−2.6% | Reduced |
| Virginia Retirement Systems Et Al | 2,400 | $708.8K | 0.01% | +2,400 | New |
| Cetera Advisor Networks LLC | 2,420 | $714.7K | 0.00% | +170+7.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,454 | $724.7K | 0.00% | +2,454 | New |
| Islay Capital Management, LLC | 2,466 | $728.3K | 0.63% | +2,466 | New |
| Moon Capital Management LP | 2,556 | $754.9K | 0.91% | +2,556 | New |
| Mirabella Financial Services LLP | 2,565 | $757.5K | 0.11% | +2,565 | New |
| IFP Advisors, Inc | 2,619 | $773.5K | 0.03% | −25−0.9% | Reduced |
| Commerce Bank | 2,648 | $782.0K | 0.01% | −26−1.0% | Reduced |
| Camelot Portfolios, LLC | 2,671 | $788.8K | 0.76% | −326−10.9% | Reduced |
| Neuberger Berman Group LLC | 2,847 | $840.8K | 0.00% | +70+2.5% | Added |
| Bank of Montreal | 2,854 | $842.5K | 0.00% | −131−4.4% | Reduced |
| New York Life Investment Management LLC | 2,869 | $847.3K | 0.01% | +1,528+113.9% | Added |
| Values First Advisors, Inc. | 2,880 | $850.5K | 0.55% | +1,298+82.0% | Added |
| Epoch Investment Partners, Inc. | 2,916 | $861.2K | 0.01% | −1,163−28.5% | Reduced |
| M&T Bank Corp | 2,952 | $871.8K | 0.00% | −997−25.2% | Reduced |
| Kestra Advisory Services, LLC | 3,109 | $918.2K | 0.01% | +67+2.2% | Added |
| Federated Hermes, Inc. | 3,117 | $920.5K | 0.00% | −171−5.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,140 | $927.0K | 0.09% | +3,140 | New |
| Pictet Asset Management Holding SA | 3,206 | $946.8K | 0.00% | +3,206 | New |
| Illinois Municipal Retirement Fund | 3,210 | $948.0K | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 3,229 | $953.0K | 0.01% | +3,229 | New |
| State of Alaska, Department of Revenue | 3,275 | $967.0K | 0.01% | −140−4.1% | Reduced |
| Amundi | 3,654 | $972.0K | 0.00% | +3,654 | New |
| Ashton Thomas Private Wealth, LLC | 3,359 | $992.0K | 0.07% | −6−0.2% | Reduced |
| Assetmark, Inc | 3,422 | $1.01M | 0.00% | +426+14.2% | Added |
| Xponance, Inc. | 3,454 | $1.02M | 0.01% | +114+3.4% | Added |
| Public Employees Retirement Association of Colorado | 3,478 | $1.03M | 0.01% | −178−4.9% | Reduced |
| Legato Capital Management LLC | 3,554 | $1.05M | 0.15% | −793−18.2% | Reduced |