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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.

Q4 2023 vs. Q3 2023

How the institutions holding Lithia Motors Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of LAD: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders3889387+8
Shares28.4M37.6K28.7M+301.9K (+1.1%)
Value$8.40B$11.1M$9.45B+$1.06B (+12.7%)

9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (56)

Institutions that held Lithia Motors Inc at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to LAD in Q4 2023
InstitutionSharesValue% of portfolio
Cadian Capital Management, LP320,000$105.4M4.20%
Colony Group, LLC10,466$3.45M0.05%
Sendero Wealth Management, LLC10,332$3.40M0.64%
Quadrature Capital Ltd9,479$3.12M0.06%
Redwood Investments, LLC7,092$2.34M0.61%
Investment House LLC6,322$2.08M0.15%
Daiwa Securities Group Inc.4,084$1.34M0.01%
Tudor Investment Corp Et Al3,491$1.15M0.02%
Pathstone Holdings, LLC3,341$1.10M0.01%
Moloney Securities Asset Management, LLC3,212$1.06M0.17%
Brown Advisory Inc2,919$961.0K0.00%
Warren Averett Asset Management, LLC2,888$950.9K0.04%
Koss-Olinger Consulting, LLC2,370$780.0K0.08%
Numerai GP LLC2,343$771.5K0.27%
Vestcor Inc2,073$683.0K0.02%
FineMark National Bank & Trust2,005$660.2K0.03%
AE Wealth Management LLC1,946$580.8K0.00%
Campbell & CO Investment Adviser LLC1,524$501.8K0.05%
Cerity Partners LLC1,285$423.1K0.00%
Blueshift Asset Management, LLC1,282$422.1K0.22%
Bristlecone Advisors, LLC1,235$406.7K0.04%
Wolverine Trading, LLC1,208$397.8K0.00%
Handelsinvest Investeringsforvaltning1,092$360.0K0.15%
Change Path, LLC966$318.0K0.02%
Oracle Alpha Inc.911$300.0K0.39%
Isthmus Partners, LLC870$286.5K0.04%
Janney Montgomery Scott LLC829$273.0K0.00%
Seven Eight Capital, LP827$272.3K0.03%
FDx Advisors, Inc.799$263.0K0.02%
Cetera Advisors LLC746$245.6K0.00%
Vident Advisory, LLC721$237.4K0.01%
Versor Investments LP704$231.8K0.05%
Stephens Inc656$216.0K0.00%
Inspire Advisors, LLC618$203.4K0.03%
Quantbot Technologies LP524$172.5K0.01%
Rakuten Securities, Inc.485$159.7K0.13%
SYSTM Wealth Solutions LLC397$130.7K0.02%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main375$123.5K0.00%
Kapitalo Investimentos Ltda203$66.8K0.01%
GAMMA Investing LLC150$44.2K0.01%
Global X Japan Co., Ltd.117$38.5K0.02%
Principal Securities, Inc.58$19.1K0.00%
Johnson Financial Group, Inc.53$17.5K0.00%
Security National Bank30$9.88K0.00%
Rosenberg Matthew Hamilton25$8.23K0.00%
Frazier Financial Advisors, LLC21$6.92K0.01%
Turtle Creek Wealth Advisors, LLC18$5.93K0.00%
Caitlin John, LLC17$5.60K0.00%
Cetera Trust Company, N.A15$4.94K0.00%
Private Wealth Management Group, LLC7$2.31K0.00%
DiNuzzo Private Wealth, Inc.6$1.98K0.00%
Eagle Bay Advisors LLC4$1.32K0.00%
Wetzel Investment Advisors, Inc.4$1.00K0.00%
Central Trust Co2$6590.00%
Advisory Services Network, LLC1$3290.00%
Financial Management Professionals, Inc.1$00.00%

Sold out (48)

Institutions that held Lithia Motors Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of LAD in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Balyasny Asset Management LLC168,115$49.6M
12 West Capital Management LP150,500$44.4M
Kensico Capital Management Corp113,000$33.4M
Cobalt Capital Management, Inc.37,000$10.9M
Philadelphia Financial Management of San Francisco, LLC24,528$7.24M
Highland Capital Management, LLC17,220$5.09M
Holocene Advisors, LP11,613$3.43M
Rockefeller Capital Management L.P.11,323$3.34M
Hook Mill Capital Partners, LP11,027$3.26M
PDT Partners, LLC8,140$2.40M
D. E. Shaw & Co., Inc.8,091$2.39M
Allianz Asset Management GmbH6,539$1.93M
Renaissance Group LLC5,956$1.76M
Paragon Advisors, LLC4,768$1.41M
Wesbanco Bank Inc4,298$1.27M
HRT Financial LP3,229$953.0K
Dynamic Technology Lab Private Ltd3,140$927.0K
Mirabella Financial Services LLP2,565$757.5K
Moon Capital Management LP2,556$754.9K
Islay Capital Management, LLC2,466$728.3K
XTX Topco Ltd2,338$690.5K
Centiva Capital, LP2,016$595.4K
Virtu Financial LLC1,820$537.0K
Walleye Trading LLC1,667$492.3K
Winton Group Ltd1,245$367.7K
Two Sigma Securities, LLC1,182$349.1K
Inceptionr LLC1,103$325.7K
Oak Thistle LLC1,102$325.5K
Quantitative Investment Management, LLC1,024$302.0K
Boston Private Wealth LLC1,012$298.9K
Marshall Wace, LLP940$277.6K
Verition Fund Management LLC910$268.8K
Fox Run Management, L.L.C.892$263.4K
Cutler Group LP873$257.0K
GTS Securities LLC728$215.0K
C M Bidwell & Associates Ltd483$142.6K
Walleye Capital LLC375$110.7K
Proequities, Inc.98$28.9K
Cary Street Partner Investment Advisory LLC67$19.8K
Riverview Trust Co60$17.7K
Baker Avenue Asset Management, LP40$11.8K
Atlantic Trust, LLC34$10.0K
Front Row Advisors LLC27$7.97K
Milestone Investment Advisors LLC9$2.66K
Exchange Traded Concepts, LLC8$2.36K
Trust Co of Vermont7$2.07K
Larson Financial Group LLC4$1.18K
Carmel Capital Partners, LLC4$1.18K

Not filed for Q4 2023 yet (9)

Institutions that held Lithia Motors Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LAD in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.14,184$4.19M
Colony Group LLC10,494$3.10M
Community Capital Management, Inc.5,475$1.62M
Virginia Retirement Systems Et Al2,400$708.8K
Pathstone Family Office, LLC2,305$680.7K
Advisor Partners II, LLC1,024$302.4K
BTC Capital Management, Inc.922$272.3K
Quantamental Technologies LLC779$230.1K
Steward Financial Group LLC38$11.0K