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 |
|---|---|---|---|---|---|
| Long Focus Capital Management, LLC | 17,475 | $5.16M | 0.74% | −8,925−33.8% | Reduced |
| Highland Capital Management, LLC | 17,220 | $5.09M | 0.35% | −1,075−5.9% | Reduced |
| Victory Capital Management Inc | 17,113 | $5.05M | 0.01% | +59+0.3% | Added |
| Truist Financial Corp | 16,432 | $4.85M | 0.01% | +306+1.9% | Added |
| PEAK6 Investments LLC | 16,338 | $4.83M | 0.24% | +4,395+36.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 15,952 | $4.71M | 0.02% | −4,473−21.9% | Reduced |
| State of Tennessee, Treasury Department | 15,800 | $4.67M | 0.02% | +3,054+24.0% | Added |
| MetLife Investment Management | 15,786 | $4.66M | 0.04% | −702−4.3% | Reduced |
| Comerica Bank | 15,603 | $4.61M | 0.02% | +15,603 | New |
| State of New Jersey Common Pension Fund D | 15,580 | $4.60M | 0.02% | −593−3.7% | Reduced |
| Janus Henderson Group PLC | 15,354 | $4.53M | 0.00% | +412+2.8% | 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 |
| Captrust Financial Advisors | 14,583 | $4.31M | 0.02% | +7,064+93.9% | Added |
| First Republic Investment Management, Inc. | 14,184 | $4.19M | 0.01% | −411−2.8% | Reduced |
| Great Lakes Advisors, LLC | 13,827 | $4.08M | 0.04% | −3,924−22.1% | Reduced |
| Algert Global LLC | 13,800 | $4.08M | 0.19% | +5,180+60.1% | Added |
| Price T Rowe Associates Inc | 13,646 | $4.03M | 0.00% | +506+3.9% | Added |
| Yousif Capital Management, LLC | 13,479 | $3.98M | 0.05% | −635−4.5% | Reduced |
| First Eagle Investment Management, LLC | 13,010 | $3.84M | 0.01% | −21,659−62.5% | Reduced |
| Wellington Management Group LLP | 12,684 | $3.75M | 0.00% | +4,737+59.6% | Added |
| Citigroup Inc | 12,649 | $3.74M | 0.01% | +6,181+95.6% | Added |
| Employees Retirement System of Texas | 12,630 | $3.73M | 0.06% | −1,530−10.8% | Reduced |
| Jane Street Group, LLC | 12,523 | $3.70M | 0.01% | −14,937−54.4% | Reduced |
| Treasurer of the State of North Carolina | 11,886 | $3.51M | 0.02% | +60+0.5% | Added |
| Holocene Advisors, LP | 11,613 | $3.43M | 0.02% | +11,613 | New |
| Rockefeller Capital Management L.P. | 11,323 | $3.34M | 0.01% | −74,375−86.8% | Reduced |
| Hook Mill Capital Partners, LP | 11,027 | $3.26M | 1.27% | −4,019−26.7% | Reduced |
| Harfst & Associates, Inc. | 10,913 | $3.22M | 0.90% | 00.0% | Unchanged |
| LPL Financial LLC | 10,525 | $3.11M | 0.00% | +98+0.9% | Added |
| Colony Group LLC | 10,494 | $3.10M | 0.05% | −462−4.2% | Reduced |
| Bridge City Capital, LLC | 10,320 | $3.05M | 1.54% | −1,913−15.6% | Reduced |
| FIL Ltd | 10,000 | $2.95M | 0.00% | +4,000+66.7% | Added |
| Teachers Retirement System of the State of Kentucky | 9,412 | $2.78M | 0.03% | +4,541+93.2% | Added |
| Alaska Permanent Fund Corp | 9,200 | $2.72M | 0.05% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 8,967 | $2.65M | 0.04% | −353−3.8% | Reduced |
| South Dakota Investment Council | 8,433 | $2.49M | 0.06% | −300−3.4% | Reduced |
| Red Spruce Capital, LLC | 8,256 | $2.44M | 1.38% | −291−3.4% | Reduced |
| PDT Partners, LLC | 8,140 | $2.40M | 0.30% | +8,140 | New |
| D. E. Shaw & Co., Inc. | 8,091 | $2.39M | 0.00% | +8,091 | New |
| Stifel Financial Corp | 8,026 | $2.37M | 0.00% | +137+1.7% | Added |
| Arizona State Retirement System | 7,838 | $2.31M | 0.02% | +119+1.5% | Added |
| California First Leasing Corp | 7,804 | $2.30M | 1.33% | +1,659+27.0% | Added |
| Louisiana State Employees Retirement System | 7,800 | $2.30M | 0.05% | −200−2.5% | Reduced |
| Oregon Public Employees Retirement Fund | 7,759 | $2.29M | 0.03% | −200−2.5% | Reduced |
| LRT Capital Management, LLC | 7,094 | $2.10M | 1.45% | +88+1.3% | Added |
| Thrivent Financial for Lutherans | 6,901 | $2.04M | 0.00% | −204−2.9% | Reduced |
| CIBC Private Wealth Group, LLC | 6,888 | $2.03M | 0.00% | +6,888 | New |
| State of Michigan Retirement System | 6,587 | $1.95M | 0.01% | −200−2.9% | Reduced |
| Allianz Asset Management GmbH | 6,539 | $1.93M | 0.00% | +549+9.2% | Added |
| STRS Ohio | 6,354 | $1.88M | 0.01% | +1,878+42.0% | Added |
| Susquehanna International Group, LLP | 6,272 | $1.85M | 0.00% | −11,961−65.6% | Reduced |
| AQR Capital Management LLC | 6,266 | $1.85M | 0.00% | −5,617−47.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,181 | $1.83M | 0.07% | −693−10.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,113 | $1.81M | 0.05% | −6−0.1% | Reduced |
| Factorial Partners, LLC | 6,100 | $1.80M | 1.32% | +200+3.4% | Added |
| Timber Creek Capital Management LLC | 6,007 | $1.77M | 0.64% | +225+3.9% | Added |
| Renaissance Group LLC | 5,956 | $1.76M | 0.08% | +72+1.2% | Added |
| Teacher Retirement System of Texas | 5,754 | $1.70M | 0.01% | +1,479+34.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,746 | $1.70M | 0.00% | +184+3.3% | Added |
| New Mexico Educational Retirement Board | 5,600 | $1.65M | 0.07% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,581 | $1.65M | 0.01% | −7,726−58.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,481 | $1.62M | 0.01% | +729+15.3% | Added |
| Community Capital Management, Inc. | 5,475 | $1.62M | 2.57% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 5,417 | $1.60M | 0.15% | +2,178+67.2% | Added |
| Handelsbanken Fonder AB | 5,258 | $1.55M | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 4,952 | $1.46M | 0.13% | +4,952 | New |
| Atria Investments LLC | 4,859 | $1.44M | 0.03% | +4,859 | New |
| Paragon Advisors, LLC | 4,768 | $1.41M | 0.58% | +4,768 | New |
| Voya Investment Management LLC | 4,741 | $1.40M | 0.00% | +230+5.1% | Added |
| Northwestern Mutual Wealth Management Co | 4,727 | $1.40M | 0.00% | +1,774+60.1% | Added |
| Prudential Financial Inc | 4,643 | $1.37M | 0.00% | −3,479−42.8% | Reduced |
| Utah Retirement Systems | 4,639 | $1.37M | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,528 | $1.34M | 0.17% | −1,000−18.1% | Reduced |
| Advisor Group Holdings, Inc. | 4,483 | $1.32M | 0.00% | −63−1.4% | Reduced |
| CWM Advisors, LLC | 4,433 | $1.31M | 0.17% | +85+2.0% | Added |
| Mariner, LLC | 4,401 | $1.30M | 0.00% | +174+4.1% | Added |
| Wesbanco Bank Inc | 4,298 | $1.27M | 0.06% | 00.0% | Unchanged |
| Van Eck Associates Corp | 4,274 | $1.26M | 0.00% | +4,274 | New |
| Arete Wealth Advisors, LLC | 4,212 | $1.24M | 0.22% | +4,212 | New |
| Towle & Co | 4,000 | $1.18M | 0.16% | −70−1.7% | Reduced |
| Fulton Bank, N.A. | 3,996 | $1.18M | 0.06% | +638+19.0% | Added |
| Pallas Capital Advisors LLC | 4,849 | $1.18M | 0.07% | +129+2.7% | Added |
| JustInvest LLC | 3,817 | $1.13M | 0.03% | −142−3.6% | Reduced |
| Guggenheim Capital LLC | 3,771 | $1.11M | 0.01% | −445−10.6% | Reduced |
| Group One Trading, L.P. | 3,736 | $1.10M | 0.04% | −57−1.5% | Reduced |
| HighVista Strategies LLC | 3,701 | $1.09M | 0.51% | +600+19.3% | Added |
| Gotham Asset Management, LLC | 3,692 | $1.09M | 0.02% | −110−2.9% | Reduced |
| Legato Capital Management LLC | 3,554 | $1.05M | 0.15% | −793−18.2% | Reduced |
| Public Employees Retirement Association of Colorado | 3,478 | $1.03M | 0.01% | −178−4.9% | Reduced |
| Xponance, Inc. | 3,454 | $1.02M | 0.01% | +114+3.4% | Added |
| Assetmark, Inc | 3,422 | $1.01M | 0.00% | +426+14.2% | Added |
| Ashton Thomas Private Wealth, LLC | 3,359 | $992.0K | 0.07% | −6−0.2% | Reduced |
| Amundi | 3,654 | $972.0K | 0.00% | +3,654 | New |
| State of Alaska, Department of Revenue | 3,275 | $967.0K | 0.01% | −140−4.1% | Reduced |
| HRT Financial LP | 3,229 | $953.0K | 0.01% | +3,229 | New |
| Illinois Municipal Retirement Fund | 3,210 | $948.0K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 3,206 | $946.8K | 0.00% | +3,206 | New |
| Dynamic Technology Lab Private Ltd | 3,140 | $927.0K | 0.09% | +3,140 | New |
| Federated Hermes, Inc. | 3,117 | $920.5K | 0.00% | −171−5.2% | Reduced |