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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 3,109 | $918.2K | 0.01% | +67+2.2% | Added |
| M&T Bank Corp | 2,952 | $871.8K | 0.00% | −997−25.2% | Reduced |
| Epoch Investment Partners, Inc. | 2,916 | $861.2K | 0.01% | −1,163−28.5% | Reduced |
| Values First Advisors, Inc. | 2,880 | $850.5K | 0.55% | +1,298+82.0% | Added |
| New York Life Investment Management LLC | 2,869 | $847.3K | 0.01% | +1,528+113.9% | Added |
| Bank of Montreal | 2,854 | $842.5K | 0.00% | −131−4.4% | Reduced |
| Neuberger Berman Group LLC | 2,847 | $840.8K | 0.00% | +70+2.5% | Added |
| Camelot Portfolios, LLC | 2,671 | $788.8K | 0.76% | −326−10.9% | Reduced |
| Commerce Bank | 2,648 | $782.0K | 0.01% | −26−1.0% | Reduced |
| IFP Advisors, Inc | 2,619 | $773.5K | 0.03% | −25−0.9% | Reduced |
| Mirabella Financial Services LLP | 2,565 | $757.5K | 0.11% | +2,565 | New |
| Moon Capital Management LP | 2,556 | $754.9K | 0.91% | +2,556 | New |
| Islay Capital Management, LLC | 2,466 | $728.3K | 0.63% | +2,466 | New |
| Wealth Enhancement Advisory Services, LLC | 2,454 | $724.7K | 0.00% | +2,454 | New |
| Cetera Advisor Networks LLC | 2,420 | $714.7K | 0.00% | +170+7.6% | Added |
| Virginia Retirement Systems Et Al | 2,400 | $708.8K | 0.01% | +2,400 | New |
| Toroso Investments, LLC | 2,392 | $706.4K | 0.02% | −63−2.6% | Reduced |
| Snowden Capital Advisors LLC | 2,376 | $701.7K | 0.03% | −820−25.7% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 2,374 | $701.1K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,338 | $690.5K | 0.12% | +2,338 | New |
| Burney Co | 2,334 | $689.3K | 0.03% | −610−20.7% | Reduced |
| Securian Asset Management, Inc | 2,334 | $689.3K | 0.02% | −180−7.2% | Reduced |
| Pacer Advisors, Inc. | 2,313 | $683.1K | 0.00% | −3,442−59.8% | Reduced |
| Pathstone Family Office, LLC | 2,305 | $680.7K | 0.01% | +564+32.4% | Added |
| Tower Research Capital LLC (TRC) | 2,300 | $679.3K | 0.02% | +1,279+125.3% | Added |
| The PNC Financial Services Group, Inc. | 2,232 | $659.2K | 0.00% | −3,463−60.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,228 | $658.0K | 0.00% | −242−9.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,155 | $636.5K | 0.00% | +2,155 | New |
| Yorktown Management & Research Co Inc | 2,100 | $620.2K | 0.70% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,065 | $609.9K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,016 | $595.4K | 0.03% | +2,016 | New |
| Park Avenue Securities LLC | 2,012 | $594.0K | 0.01% | +2,012 | New |
| US Bancorp | 2,007 | $592.7K | 0.00% | −49−2.4% | Reduced |
| Miller Value Partners, LLC | 2,000 | $590.7K | 0.37% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,849 | $546.1K | 0.01% | +1,849 | New |
| MML Investors Services, LLC | 1,849 | $546.0K | 0.00% | −63−3.3% | Reduced |
| Virtu Financial LLC | 1,820 | $537.0K | 0.05% | +1,820 | New |
| Axq Capital, LP | 1,800 | $531.6K | 0.19% | +1,800 | New |
| Mount Yale Investment Advisors, LLC | 1,787 | $527.8K | 0.06% | −81−4.3% | Reduced |
| Crossmark Global Holdings, Inc. | 1,885 | $526.0K | 0.01% | −41−2.1% | Reduced |
| Creative Planning | 1,766 | $521.6K | 0.00% | −34−1.9% | Reduced |
| Walleye Trading LLC | 1,667 | $492.3K | 0.01% | +1,667 | New |
| Haverford Trust Co | 1,644 | $485.5K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,572 | $464.4K | 0.06% | −168−9.7% | Reduced |
| Regions Financial Corp | 1,553 | $458.6K | 0.00% | −26−1.6% | Reduced |
| Deutsche Bank AG | 1,541 | $455.1K | 0.00% | −1,131−42.3% | Reduced |
| Rafferty Asset Management, LLC | 1,520 | $448.9K | 0.00% | −667−30.5% | Reduced |
| ProShare Advisors LLC | 1,489 | $439.7K | 0.00% | −119−7.4% | Reduced |
| First Hawaiian Bank | 1,417 | $418.5K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 1,403 | $414.3K | 0.00% | −18,774−93.0% | Reduced |
| HighTower Advisors, LLC | 1,400 | $414.0K | 0.00% | +288+25.9% | Added |
| Ethic Inc. | 1,400 | $413.5K | 0.01% | +257+22.5% | Added |
| Mercer Global Advisors Inc | 1,384 | $409.0K | 0.00% | +78+6.0% | Added |
| HSBC Holdings PLC | 1,377 | $406.7K | 0.00% | +258+23.1% | Added |
| Atlas Capital Advisors LLC | 1,362 | $402.2K | 0.07% | +1,362 | New |
| Corton Capital Inc. | 1,350 | $398.7K | 0.20% | +100+8.0% | Added |
| OneAscent Financial Services LLC | 1,298 | $383.0K | 0.10% | +1,298 | New |
| Shelton Capital Management | 1,276 | $376.8K | 0.01% | −71−5.3% | Reduced |
| Cresset Asset Management, LLC | 1,264 | $373.3K | 0.00% | +519+69.7% | Added |
| Winton Group Ltd | 1,245 | $367.7K | 0.03% | +504+68.0% | Added |
| Two Sigma Securities, LLC | 1,182 | $349.1K | 0.02% | +357+43.3% | Added |
| Shell Asset Management Co | 1,159 | $342.0K | 0.01% | −18−1.5% | Reduced |
| GWM Advisors LLC | 1,123 | $331.7K | 0.00% | −279−19.9% | Reduced |
| OneAscent Wealth Management LLC | 1,116 | $330.0K | 0.15% | +1,116 | New |
| Inceptionr LLC | 1,103 | $325.7K | 0.18% | +1,103 | New |
| Oak Thistle LLC | 1,102 | $325.5K | 0.10% | +1,102 | New |
| Commonwealth Equity Services, LLC | 1,098 | $325.0K | 0.00% | −163−12.9% | Reduced |
| Metis Global Partners, LLC | 1,069 | $315.7K | 0.02% | +6+0.6% | Added |
| Connors Investor Services Inc | 1,055 | $312.0K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,045 | $308.6K | 0.01% | +21+2.1% | Added |
| Advisor Partners II, LLC | 1,024 | $302.4K | 0.01% | +28+2.8% | Added |
| Quantitative Investment Management, LLC | 1,024 | $302.0K | 0.05% | +1,024 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $299.0K | 0.15% | 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 |
| Cullinan Associates Inc | 1,000 | $295.3K | 0.02% | 00.0% | Unchanged |
| Dalton Investments LLC | 1,000 | $295.3K | 0.23% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 965 | $285.0K | 0.05% | −21−2.1% | Reduced |
| Marshall Wace, LLP | 940 | $277.6K | 0.00% | +940 | New |
| National Bank of Canada | 961 | $277.4K | 0.00% | −381−28.4% | Reduced |
| BTC Capital Management, Inc. | 922 | $272.3K | 0.03% | −136−12.9% | Reduced |
| Verition Fund Management LLC | 910 | $268.8K | 0.00% | −103−10.2% | Reduced |
| Fox Run Management, L.L.C. | 892 | $263.4K | 0.08% | +892 | New |
| Cutler Group LP | 873 | $257.0K | 0.04% | +300+52.4% | Added |
| Cetera Investment Advisers | 852 | $251.8K | 0.00% | +12+1.4% | Added |
| Moneta Group Investment Advisors LLC | 818 | $241.6K | 0.01% | −48−5.5% | Reduced |
| Quantamental Technologies LLC | 779 | $230.1K | 0.22% | −2,346−75.1% | Reduced |
| Panagora Asset Management Inc | 778 | $229.8K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 775 | $228.9K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 771 | $227.8K | 0.00% | +18+2.4% | Added |
| Profund Advisors LLC | 747 | $220.6K | 0.01% | −84−10.1% | Reduced |
| Raymond James Trust N.A. | 744 | $219.7K | 0.01% | −99−11.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 730 | $215.6K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 728 | $215.0K | 0.00% | −2,669−78.6% | Reduced |
| Integrated Wealth Concepts LLC | 714 | $210.9K | 0.00% | −132−15.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 711 | $210.0K | 0.05% | 00.0% | Unchanged |
| Blair William & Co | 685 | $202.2K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 649 | $192.0K | 0.00% | +529+440.8% | Added |
| SG Americas Securities, LLC | 645 | $190.0K | 0.00% | −405−38.6% | Reduced |
| Highlander Capital Management, LLC | 500 | $148.0K | 0.06% | 00.0% | Unchanged |