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, Q4 2023
Institutional positions in Lithia Motors Inc as of Dec 31, 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
- 387
- +8 vs. Q3 2023
- Shares held
- 28.7M
- +301.9K (+1.1%) vs. Q3 2023
- Total value
- $9.45B
- +$1.06B (+12.7%) vs. Q3 2023
- New holders
- 56
- 135 more added
- Sold out
- 48
- 131 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,823,369 | $929.7M | 0.02% | +15,962+0.6% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 2,391,188 | $787.4M | 24.47% | 00.0% | Unchanged |
| BlackRock Inc. | 2,352,229 | $774.5M | 0.02% | −15,410−0.7% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,024,707 | $666.7M | 1.15% | +377,256+22.9% | Added |
| MFN Partners Management, LP | 1,551,077 | $510.7M | 16.43% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 1,534,162 | $505.2M | 1.78% | −55,745−3.5% | Reduced |
| Brave Warrior Advisors, LLC | 823,982 | $271.3M | 6.47% | −58,926−6.7% | Reduced |
| State Street Corp | 817,304 | $269.1M | 0.01% | +23,767+3.0% | Added |
| Dimensional Fund Advisors LP | 778,474 | $256.3M | 0.07% | −8,568−1.1% | Reduced |
| Conifer Management, L.L.C. | 700,000 | $230.5M | 22.38% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 678,911 | $223.6M | 0.28% | +3000.0% | Added |
| Royal London Asset Management Ltd | 616,854 | $203.1M | 0.58% | −34,372−5.3% | Reduced |
| Alliancebernstein L.P. | 562,592 | $185.3M | 0.07% | −31,550−5.3% | Reduced |
| FMR LLC | 534,012 | $175.8M | 0.01% | +41,739+8.5% | Added |
| Lyrical Asset Management LP | 514,507 | $169.4M | 2.76% | −12,445−2.4% | Reduced |
| Morgan Stanley | 490,745 | $161.6M | 0.01% | +59,357+13.8% | Added |
| Geode Capital Management, LLC | 428,538 | $141.1M | 0.01% | +18,935+4.6% | Added |
| Cooperman Leon G | 416,085 | $137.0M | 6.52% | +1,085+0.3% | Added |
| GW&K Investment Management, LLC | 382,730 | $126.0M | 1.18% | −18,404−4.6% | Reduced |
| Norges Bank | 376,506 | $124.0M | 0.02% | +7,388+2.0% | Added |
| SRS Investment Management, LLC | 362,367 | $119.3M | 1.44% | 00.0% | Unchanged |
| Cadian Capital Management, LP | 320,000 | $105.4M | 4.20% | +320,000 | New |
| JPMorgan Chase & Co | 309,661 | $102.0M | 0.01% | −17,296−5.3% | Reduced |
| Bank of New York Mellon Corp | 273,002 | $89.9M | 0.02% | −11,349−4.0% | Reduced |
| Eventide Asset Management, LLC | 267,877 | $88.2M | 1.44% | +20,363+8.2% | Added |
| Frontier Capital Management Co LLC | 262,602 | $86.5M | 0.87% | +31,670+13.7% | Added |
| Cardinal Capital Management LLC | 261,882 | $86.2M | 3.96% | −44,182−14.4% | Reduced |
| Tensile Capital Management LP | 208,975 | $68.8M | 8.05% | −28,000−11.8% | Reduced |
| Charles Schwab Investment Management Inc | 208,529 | $68.7M | 0.02% | +9,296+4.7% | Added |
| Invesco Ltd. | 205,389 | $67.6M | 0.02% | +91,403+80.2% | Added |
| Northern Trust Corp | 202,920 | $66.8M | 0.01% | −258−0.1% | Reduced |
| Chicago Capital, LLC | 201,923 | $66.5M | 2.39% | −7,599−3.6% | Reduced |
| Fiera Capital Corp | 184,412 | $60.7M | 0.19% | +182+0.1% | Added |
| Russell Investments Group, Ltd. | 182,646 | $60.1M | 0.11% | −21,574−10.6% | Reduced |
| British Columbia Investment Management Corp | 148,000 | $48.7M | 0.40% | +5,444+3.8% | Added |
| Point72 Asset Management, L.P. | 147,243 | $48.5M | 0.15% | +111,943+317.1% | Added |
| Brandywine Global Investment Management, LLC | 140,217 | $46.2M | 0.37% | +9,820+7.5% | Added |
| Manufacturers Life Insurance Company, The | 138,193 | $45.5M | 0.03% | +1,850+1.4% | Added |
| Kennedy Capital Management, Inc. | 126,865 | $41.8M | 0.91% | +802+0.6% | Added |
| Clearbridge Investments, LLC | 117,606 | $38.7M | 0.03% | −1,985−1.7% | Reduced |
| Bank of America Corp | 109,926 | $36.2M | 0.00% | +33,033+43.0% | Added |
| Principal Financial Group Inc | 101,008 | $33.3M | 0.02% | −629−0.6% | Reduced |
| Franklin Resources Inc | 100,664 | $33.1M | 0.02% | +25,523+34.0% | Added |
| Nuveen Asset Management, LLC | 97,599 | $32.1M | 0.01% | +1,898+2.0% | Added |
| Perpetual Ltd | 95,289 | $31.4M | 0.32% | +8,270+9.5% | Added |
| Ameriprise Financial Inc | 93,219 | $30.7M | 0.01% | +2,573+2.8% | Added |
| Rhumbline Advisers | 85,256 | $28.1M | 0.03% | −2,056−2.4% | Reduced |
| River Road Asset Management, LLC | 82,660 | $27.2M | 0.38% | −1,484−1.8% | Reduced |
| Boston Partners | 82,915 | $26.7M | 0.04% | +33,405+67.5% | Added |
| First Trust Advisors LP | 78,150 | $25.7M | 0.03% | −11,586−12.9% | Reduced |
| New York State Common Retirement Fund | 75,631 | $24.9M | 0.03% | −1,961−2.5% | Reduced |
| Ensign Peak Advisors, Inc | 72,705 | $23.9M | 0.05% | +15,655+27.4% | Added |
| Wellington Management Group LLP | 65,142 | $21.4M | 0.00% | +52,458+413.6% | Added |
| Legal & General Group Plc | 64,671 | $21.3M | 0.01% | −527−0.8% | Reduced |
| Iridian Asset Management LLC | 62,666 | $20.6M | 3.74% | −7,875−11.2% | Reduced |
| Envestnet Asset Management Inc | 61,839 | $20.4M | 0.01% | +1,008+1.7% | Added |
| Barclays PLC | 59,142 | $19.5M | 0.01% | −52,245−46.9% | Reduced |
| Swiss National Bank | 54,300 | $17.9M | 0.01% | −6,200−10.2% | Reduced |
| Engle Capital Management, L.P. | 53,000 | $17.5M | 6.11% | −10,000−15.9% | Reduced |
| Bridges Investment Management Inc | 52,368 | $17.2M | 0.57% | +117+0.2% | Added |
| Retirement Systems of Alabama | 52,367 | $17.2M | 0.07% | +52+0.1% | Added |
| Goldman Sachs Group Inc | 49,797 | $16.4M | 0.00% | +4,818+10.7% | Added |
| Logan Capital Management Inc | 49,778 | $16.4M | 0.76% | −3,148−5.9% | Reduced |
| UBS Asset Management Americas Inc | 48,466 | $16.0M | 0.01% | +1,450+3.1% | Added |
| SEI Investments Co | 47,553 | $15.7M | 0.03% | −569−1.2% | Reduced |
| California Public Employees Retirement System | 47,207 | $15.5M | 0.01% | +6,485+15.9% | Added |
| State of Wisconsin Investment Board | 45,552 | $15.0M | 0.04% | +7,300+19.1% | Added |
| Westwood Holdings Group Inc. | 45,244 | $14.9M | 0.13% | +1,331+3.0% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 41,245 | $13.6M | 1.56% | −249−0.6% | Reduced |
| Royal Bank of Canada | 40,913 | $13.5M | 0.00% | −328−0.8% | Reduced |
| Credit Suisse AG | 38,572 | $12.7M | 0.01% | +2,308+6.4% | Added |
| New York State Teachers Retirement System | 38,030 | $12.5M | 0.03% | +100+0.3% | Added |
| American International Group, Inc. | 37,170 | $12.2M | 0.05% | −1,658−4.3% | Reduced |
| Macquarie Group Ltd | 35,760 | $11.8M | 0.01% | −3,986−10.0% | Reduced |
| S&T Bank | 31,272 | $10.3M | 1.90% | −1,158−3.6% | Reduced |
| Channing Capital Management, LLC | 30,390 | $10.0M | 0.30% | +3,602+13.4% | Added |
| Wells Fargo & Company | 30,282 | $9.97M | 0.00% | +2,601+9.4% | Added |
| Steamboat Capital Partners, LLC | 30,054 | $9.90M | 3.72% | −4,946−14.1% | Reduced |
| California State Teachers Retirement System | 29,416 | $9.69M | 0.01% | −1,260−4.1% | Reduced |
| UBS Group AG | 28,237 | $9.30M | 0.00% | −3,625−11.4% | Reduced |
| Squarepoint Ops LLC | 28,134 | $9.26M | 0.04% | +26,731+1,905.3% | Added |
| Millennium Management LLC | 27,788 | $9.15M | 0.01% | −601−2.1% | Reduced |
| State Board of Administration of Florida Retirement System | 27,406 | $9.02M | 0.02% | +4,052+17.4% | Added |
| Raymond James & Associates | 24,555 | $8.09M | 0.01% | −4,932−16.7% | Reduced |
| Texas Permanent School Fund | 23,763 | $7.82M | 0.07% | +365+1.6% | Added |
| PEAK6 Investments LLC | 22,875 | $7.53M | 0.33% | +6,537+40.0% | Added |
| Moran Wealth Management, LLC | 22,624 | $7.45M | 0.27% | −333−1.5% | Reduced |
| Parkwood LLC | 22,515 | $7.41M | 1.19% | −4,208−15.7% | Reduced |
| Goodnow Investment Group, LLC | 21,841 | $7.19M | 1.01% | +1,370+6.7% | Added |
| Amalgamated Bank | 20,759 | $6.84M | 0.05% | +2,992+16.8% | Added |
| First Eagle Investment Management, LLC | 20,130 | $6.63M | 0.02% | +7,120+54.7% | Added |
| Great West Life Assurance Co | 20,098 | $6.60M | 0.01% | −101−0.5% | Reduced |
| Victory Capital Management Inc | 19,799 | $6.52M | 0.01% | +2,686+15.7% | Added |
| American Century Companies Inc | 19,506 | $6.42M | 0.00% | −15,658−44.5% | Reduced |
| Intrinsic Edge Capital Management LLC | 18,918 | $6.23M | 0.67% | −21,224−52.9% | Reduced |
| Algert Global LLC | 18,720 | $6.16M | 0.25% | +4,920+35.7% | Added |
| Mutual of America Capital Management LLC | 17,022 | $5.61M | 0.06% | −2,750−13.9% | Reduced |
| Truist Financial Corp | 16,702 | $5.50M | 0.01% | +270+1.6% | Added |
| Comerica Bank | 15,598 | $5.14M | 0.02% | −50.0% | Reduced |
| State of New Jersey Common Pension Fund D | 15,580 | $5.13M | 0.02% | 00.0% | Unchanged |