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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 3,692 | $1.09M | 0.02% | −110−2.9% | Reduced |
| HighVista Strategies LLC | 3,701 | $1.09M | 0.51% | +600+19.3% | Added |
| Group One Trading, L.P. | 3,736 | $1.10M | 0.04% | −57−1.5% | Reduced |
| Guggenheim Capital LLC | 3,771 | $1.11M | 0.01% | −445−10.6% | Reduced |
| JustInvest LLC | 3,817 | $1.13M | 0.03% | −142−3.6% | Reduced |
| Pallas Capital Advisors LLC | 4,849 | $1.18M | 0.07% | +129+2.7% | Added |
| Fulton Bank, N.A. | 3,996 | $1.18M | 0.06% | +638+19.0% | Added |
| Towle & Co | 4,000 | $1.18M | 0.16% | −70−1.7% | Reduced |
| Arete Wealth Advisors, LLC | 4,212 | $1.24M | 0.22% | +4,212 | New |
| Van Eck Associates Corp | 4,274 | $1.26M | 0.00% | +4,274 | New |
| Wesbanco Bank Inc | 4,298 | $1.27M | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 4,401 | $1.30M | 0.00% | +174+4.1% | Added |
| CWM Advisors, LLC | 4,433 | $1.31M | 0.17% | +85+2.0% | Added |
| Advisor Group Holdings, Inc. | 4,483 | $1.32M | 0.00% | −63−1.4% | Reduced |
| SeaCrest Wealth Management, LLC | 4,528 | $1.34M | 0.17% | −1,000−18.1% | Reduced |
| Utah Retirement Systems | 4,639 | $1.37M | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,643 | $1.37M | 0.00% | −3,479−42.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,727 | $1.40M | 0.00% | +1,774+60.1% | Added |
| Voya Investment Management LLC | 4,741 | $1.40M | 0.00% | +230+5.1% | Added |
| Paragon Advisors, LLC | 4,768 | $1.41M | 0.58% | +4,768 | New |
| Atria Investments LLC | 4,859 | $1.44M | 0.03% | +4,859 | New |
| FORA Capital, LLC | 4,952 | $1.46M | 0.13% | +4,952 | New |
| Handelsbanken Fonder AB | 5,258 | $1.55M | 0.01% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 5,417 | $1.60M | 0.15% | +2,178+67.2% | Added |
| Community Capital Management, Inc. | 5,475 | $1.62M | 2.57% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,481 | $1.62M | 0.01% | +729+15.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,581 | $1.65M | 0.01% | −7,726−58.1% | Reduced |
| New Mexico Educational Retirement Board | 5,600 | $1.65M | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 5,746 | $1.70M | 0.00% | +184+3.3% | Added |
| Teacher Retirement System of Texas | 5,754 | $1.70M | 0.01% | +1,479+34.6% | Added |
| Renaissance Group LLC | 5,956 | $1.76M | 0.08% | +72+1.2% | Added |
| Timber Creek Capital Management LLC | 6,007 | $1.77M | 0.64% | +225+3.9% | Added |
| Factorial Partners, LLC | 6,100 | $1.80M | 1.32% | +200+3.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,113 | $1.81M | 0.05% | −6−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6,181 | $1.83M | 0.07% | −693−10.1% | Reduced |
| AQR Capital Management LLC | 6,266 | $1.85M | 0.00% | −5,617−47.3% | Reduced |
| Susquehanna International Group, LLP | 6,272 | $1.85M | 0.00% | −11,961−65.6% | Reduced |
| STRS Ohio | 6,354 | $1.88M | 0.01% | +1,878+42.0% | Added |
| Allianz Asset Management GmbH | 6,539 | $1.93M | 0.00% | +549+9.2% | Added |
| State of Michigan Retirement System | 6,587 | $1.95M | 0.01% | −200−2.9% | Reduced |
| CIBC Private Wealth Group, LLC | 6,888 | $2.03M | 0.00% | +6,888 | New |
| Thrivent Financial for Lutherans | 6,901 | $2.04M | 0.00% | −204−2.9% | Reduced |
| LRT Capital Management, LLC | 7,094 | $2.10M | 1.45% | +88+1.3% | Added |
| Oregon Public Employees Retirement Fund | 7,759 | $2.29M | 0.03% | −200−2.5% | Reduced |
| Louisiana State Employees Retirement System | 7,800 | $2.30M | 0.05% | −200−2.5% | Reduced |
| California First Leasing Corp | 7,804 | $2.30M | 1.33% | +1,659+27.0% | Added |
| Arizona State Retirement System | 7,838 | $2.31M | 0.02% | +119+1.5% | Added |
| Stifel Financial Corp | 8,026 | $2.37M | 0.00% | +137+1.7% | Added |
| D. E. Shaw & Co., Inc. | 8,091 | $2.39M | 0.00% | +8,091 | New |
| PDT Partners, LLC | 8,140 | $2.40M | 0.30% | +8,140 | New |
| Red Spruce Capital, LLC | 8,256 | $2.44M | 1.38% | −291−3.4% | Reduced |
| South Dakota Investment Council | 8,433 | $2.49M | 0.06% | −300−3.4% | Reduced |
| Oppenheimer Asset Management Inc. | 8,967 | $2.65M | 0.04% | −353−3.8% | Reduced |
| Alaska Permanent Fund Corp | 9,200 | $2.72M | 0.05% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 9,412 | $2.78M | 0.03% | +4,541+93.2% | Added |
| FIL Ltd | 10,000 | $2.95M | 0.00% | +4,000+66.7% | Added |
| Bridge City Capital, LLC | 10,320 | $3.05M | 1.54% | −1,913−15.6% | Reduced |
| Colony Group LLC | 10,494 | $3.10M | 0.05% | −462−4.2% | Reduced |
| LPL Financial LLC | 10,525 | $3.11M | 0.00% | +98+0.9% | Added |
| Harfst & Associates, Inc. | 10,913 | $3.22M | 0.90% | 00.0% | Unchanged |
| Hook Mill Capital Partners, LP | 11,027 | $3.26M | 1.27% | −4,019−26.7% | Reduced |
| Rockefeller Capital Management L.P. | 11,323 | $3.34M | 0.01% | −74,375−86.8% | Reduced |
| Holocene Advisors, LP | 11,613 | $3.43M | 0.02% | +11,613 | New |
| Treasurer of the State of North Carolina | 11,886 | $3.51M | 0.02% | +60+0.5% | Added |
| Jane Street Group, LLC | 12,523 | $3.70M | 0.01% | −14,937−54.4% | Reduced |
| Employees Retirement System of Texas | 12,630 | $3.73M | 0.06% | −1,530−10.8% | Reduced |
| Citigroup Inc | 12,649 | $3.74M | 0.01% | +6,181+95.6% | Added |
| Wellington Management Group LLP | 12,684 | $3.75M | 0.00% | +4,737+59.6% | Added |
| First Eagle Investment Management, LLC | 13,010 | $3.84M | 0.01% | −21,659−62.5% | Reduced |
| Yousif Capital Management, LLC | 13,479 | $3.98M | 0.05% | −635−4.5% | Reduced |
| Price T Rowe Associates Inc | 13,646 | $4.03M | 0.00% | +506+3.9% | Added |
| Algert Global LLC | 13,800 | $4.08M | 0.19% | +5,180+60.1% | Added |
| Great Lakes Advisors, LLC | 13,827 | $4.08M | 0.04% | −3,924−22.1% | Reduced |
| First Republic Investment Management, Inc. | 14,184 | $4.19M | 0.01% | −411−2.8% | Reduced |
| Captrust Financial Advisors | 14,583 | $4.31M | 0.02% | +7,064+93.9% | Added |
| Brinker Capital Investments, LLC | 14,825 | $4.38M | 0.05% | −1,500−9.2% | Reduced |
| Orion Portfolio Solutions, LLC | 14,825 | $4.38M | 0.05% | −1,500−9.2% | Reduced |
| Janus Henderson Group PLC | 15,354 | $4.53M | 0.00% | +412+2.8% | Added |
| State of New Jersey Common Pension Fund D | 15,580 | $4.60M | 0.02% | −593−3.7% | Reduced |
| Comerica Bank | 15,603 | $4.61M | 0.02% | +15,603 | New |
| MetLife Investment Management | 15,786 | $4.66M | 0.04% | −702−4.3% | Reduced |
| State of Tennessee, Treasury Department | 15,800 | $4.67M | 0.02% | +3,054+24.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 15,952 | $4.71M | 0.02% | −4,473−21.9% | Reduced |
| PEAK6 Investments LLC | 16,338 | $4.83M | 0.24% | +4,395+36.8% | Added |
| Truist Financial Corp | 16,432 | $4.85M | 0.01% | +306+1.9% | Added |
| Victory Capital Management Inc | 17,113 | $5.05M | 0.01% | +59+0.3% | Added |
| Highland Capital Management, LLC | 17,220 | $5.09M | 0.35% | −1,075−5.9% | Reduced |
| Long Focus Capital Management, LLC | 17,475 | $5.16M | 0.74% | −8,925−33.8% | Reduced |
| Amalgamated Bank | 17,767 | $5.25M | 0.04% | −134−0.7% | Reduced |
| Voloridge Investment Management, LLC | 18,607 | $5.50M | 0.03% | +15,968+605.1% | Added |
| Public Employees Retirement System of Ohio | 18,938 | $5.59M | 0.02% | −826−4.2% | Reduced |
| Mutual of America Capital Management LLC | 19,772 | $5.84M | 0.07% | −2,053−9.4% | Reduced |
| Great West Life Assurance Co | 20,199 | $5.96M | 0.01% | +1,051+5.5% | Added |
| Goodnow Investment Group, LLC | 20,471 | $6.05M | 1.02% | +130+0.6% | Added |
| Moran Wealth Management, LLC | 22,957 | $6.78M | 0.26% | −35−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 23,354 | $6.90M | 0.02% | +1,410+6.4% | Added |
| Texas Permanent School Fund | 23,398 | $6.91M | 0.07% | −830−3.4% | Reduced |
| Citadel Advisors LLC | 24,467 | $7.23M | 0.01% | −47,207−65.9% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 24,528 | $7.24M | 2.10% | +24,528 | New |
| D.A. Davidson & Co. | 25,536 | $7.54M | 0.08% | −96−0.4% | Reduced |