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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.

Institutional holdersQ3 2023: 388 institutions
Q1 2021: 389 institutionsQ2 2021: 403 institutionsQ3 2021: 423 institutionsQ4 2021: 430 institutionsQ1 2022: 426 institutionsQ2 2022: 417 institutionsQ3 2022: 392 institutionsQ4 2022: 373 institutionsQ1 2023: 376 institutionsQ2 2023: 369 institutionsQ3 2023: 388 institutionsQ4 2023: 387 institutionsQ1 2024: 413 institutionsQ2 2024: 375 institutionsQ3 2024: 405 institutionsQ4 2024: 441 institutionsQ1 2025: 471 institutionsQ2 2025: 453 institutionsQ3 2025: 453 institutionsQ4 2025: 482 institutionsQ1 2026: 436 institutionsQ2 2026: 445 institutions
Value heldQ3 2023: $8.40B
Q1 2021: $10.0BQ2 2021: $9.77BQ3 2021: $8.88BQ4 2021: $8.10BQ1 2022: $8.40BQ2 2022: $7.43BQ3 2022: $5.88BQ4 2022: $5.81BQ1 2023: $6.60BQ2 2023: $8.95BQ3 2023: $8.40BQ4 2023: $9.45BQ1 2024: $8.55BQ2 2024: $6.95BQ3 2024: $8.92BQ4 2024: $10.0BQ1 2025: $7.91BQ2 2025: $8.82BQ3 2025: $7.68BQ4 2025: $7.99BQ1 2026: $6.12BQ2 2026: $7.13B
Institutions holding LAD and their total value by quarter
QuarterHoldersValue
Q2 2026445$7.13B
Q1 2026436$6.12B
Q4 2025482$7.99B
Q3 2025453$7.68B
Q2 2025453$8.82B
Q1 2025471$7.91B
Q4 2024441$10.0B
Q3 2024405$8.92B
Q2 2024375$6.95B
Q1 2024413$8.55B
Q4 2023387$9.45B
Q3 2023388$8.40B
Q2 2023369$8.95B
Q1 2023376$6.60B
Q4 2022373$5.81B
Q3 2022392$5.88B
Q2 2022417$7.43B
Q1 2022426$8.40B
Q4 2021430$8.10B
Q3 2021423$8.88B
Q2 2021403$9.77B
Q1 2021389$10.0B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q2 2023.

Institutions holding LAD in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Quadrant Capital Group LLC497$146.8K0.01%+35+7.6%Added
C M Bidwell & Associates Ltd483$142.6K0.11%−14−2.8%Reduced
KBC Group NV446$132.0K0.00%+446New
EverSource Wealth Advisors, LLC380$112.3K0.01%+130+52.0%Added
Walleye Capital LLC375$110.7K0.00%+375New
Signaturefd, LLC348$102.8K0.00%+14+4.2%Added
Steward Partners Investment Advisory, LLC310$91.6K0.00%+30+10.7%Added
Newbridge Financial Services Group, Inc.300$88.6K0.04%00.0%Unchanged
State of Wyoming292$86.2K0.02%+96+49.0%Added
Nomura Asset Management Co Ltd286$84.5K0.00%00.0%Unchanged
Lazard Asset Management LLC278$82.0K0.00%+278New
Nisa Investment Advisors, LLC236$69.7K0.00%00.0%Unchanged
Fifth Third Bancorp231$68.2K0.00%+56+32.0%Added
CWM, LLC197$58.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.192$56.7K0.00%00.0%Unchanged
Montag A & Associates Inc191$56.4K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.182$53.8K0.02%00.0%Unchanged
Gradient Investments LLC180$53.2K0.00%00.0%Unchanged
AXS Investments LLC175$51.7K0.01%00.0%Unchanged
Penserra Capital Management LLC138$40.0K0.00%+5+3.8%Added
JFS Wealth Advisors, LLC128$37.9K0.00%+107+509.5%Added
Aquatic Capital Management LLC120$35.0K0.00%+120New
Allspring Global Investments Holdings, LLC108$31.9K0.00%+108New
Rise Advisors, LLC106$31.4K0.02%+106New
Huntington National Bank103$30.4K0.00%+2+2.0%Added
Addison Advisors LLC100$29.5K0.01%00.0%Unchanged
Proequities, Inc.98$28.9K0.00%+3+3.2%Added
LGT Financial Advisors LLC92$27.2K0.03%+92New
Plante Moran Financial Advisors, LLC77$22.7K0.00%00.0%Unchanged
Lee Financial Co70$20.7K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC67$19.8K0.00%−2−2.9%Reduced
Ronald Blue Trust, Inc.61$19.0K0.00%+33+117.9%Added
Riverview Trust Co60$17.7K0.02%00.0%Unchanged
Lindbrook Capital, LLC53$15.7K0.00%+1+1.9%Added
West Branch Capital LLC45$13.3K0.01%00.0%Unchanged
Baker Avenue Asset Management, LP40$11.8K0.00%+24+150.0%Added
Whittier Trust Co of Nevada Inc40$11.8K0.00%00.0%Unchanged
Steward Financial Group LLC38$11.0K0.00%+4+11.8%Added
Global Retirement Partners, LLC37$10.4K0.00%+5+15.6%Added
Atlantic Trust, LLC34$10.0K0.00%+34New
Covestor Ltd31$9.00K0.01%00.0%Unchanged
Loomis Sayles & Co L P31$9.00K0.00%+8+34.8%Added
Ancora Advisors, LLC29$8.56K0.00%00.0%Unchanged
Cornerstone Planning Group LLC28$8.38K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC28$8.27K0.00%00.0%Unchanged
Bessemer Group Inc29$8.00K0.00%+1+3.6%Added
Front Row Advisors LLC27$7.97K0.00%−1−3.6%Reduced
Bell Investment Advisors, Inc26$7.68K0.00%+9+52.9%Added
Hollencrest Capital Management25$7.38K0.00%00.0%Unchanged
Park Place Capital Corp23$6.79K0.00%00.0%Unchanged
Parkside Financial Bank & Trust22$6.50K0.00%00.0%Unchanged
Leonteq Securities AG21$6.20K0.00%+8+61.5%Added
Smithfield Trust Co21$6.00K0.00%00.0%Unchanged
Allworth Financial LP20$5.91K0.00%−3−13.0%Reduced
Private Trust Co NA20$5.91K0.00%00.0%Unchanged
Provence Wealth Management Group19$5.55K0.00%+19New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.15$4.43K0.00%+15New
Venturi Wealth Management, LLC14$4.13K0.00%00.0%Unchanged
HighMark Wealth Management LLC13$3.84K0.00%−1−7.1%Reduced
Farmers & Merchants Investments Inc12$3.54K0.00%00.0%Unchanged
Parallel Advisors, LLC11$3.25K0.00%−3−21.4%Reduced
Washington Trust Advisors, Inc.11$3.25K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC11$3.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.9$2.66K0.00%00.0%Unchanged
AdvisorNet Financial, Inc9$2.66K0.00%+1+12.5%Added
SJS Investment Consulting Inc.9$2.66K0.00%+2+28.6%Added
Milestone Investment Advisors LLC9$2.66K0.00%+9New
Exchange Traded Concepts, LLC8$2.36K0.00%−26−76.5%Reduced
Prestige Wealth Management Group LLC8$2.36K0.00%00.0%Unchanged
Manchester Capital Management LLC7$2.07K0.00%00.0%Unchanged
Trust Co of Vermont7$2.07K0.00%−465−98.5%Reduced
Benjamin F. Edwards & Company, Inc.7$2.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC6$1.87K0.00%+6New
Glassman Wealth Services6$1.77K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$1.48K0.00%+5New
SRS Capital Advisors, Inc.4$1.18K0.00%00.0%Unchanged
Carmel Capital Partners, LLC4$1.18K0.00%−356−98.9%Reduced
Bellevue Asset Management, LLC4$1.18K0.00%00.0%Unchanged
Massmutual Trust Co FSB4$1.18K0.00%+1+33.3%Added
Farther Finance Advisors, LLC4$1.18K0.00%+2+100.0%Added
Larson Financial Group LLC4$1.18K0.00%+4New
Focused Wealth Management, Inc3$8970.00%00.0%Unchanged
JJJ Advisors Inc.3$8860.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec3$8860.00%+3New
Denali Advisors LLC2$5910.00%+2New
Versant Capital Management, Inc1$2950.00%00.0%Unchanged
Bokf, NA1$2420.00%+1New
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
Owl Creek Asset Management, L.P.0$00.00%−92,863−100.0%Sold out
Granahan Investment Management Inc0$00.00%−38,111−100.0%Sold out
Man Group plc0$00.00%−36,184−100.0%Sold out
CenterBook Partners LP0$00.00%−12,208−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−7,359−100.0%Sold out
DekaBank Deutsche Girozentrale0$00.00%−5,620−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−3,890−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−3,155−100.0%Sold out
Retireful, LLC0$00.00%−2,997−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−2,152−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−1,500−100.0%Sold out
Cerity Partners LLC0$00.00%−1,332−100.0%Sold out