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 |
|---|---|---|---|---|---|
| Versor Investments LP | 704 | $231.8K | 0.05% | +704 | New |
| Mraz, Amerine & Associates, Inc. | 711 | $234.1K | 0.05% | 00.0% | Unchanged |
| Vident Advisory, LLC | 721 | $237.4K | 0.01% | +721 | New |
| Hennion & Walsh Asset Management, Inc. | 730 | $240.4K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 738 | $243.0K | 0.00% | +24+3.4% | Added |
| Cetera Advisors LLC | 746 | $245.6K | 0.00% | +746 | New |
| Profund Advisors LLC | 764 | $251.6K | 0.01% | +17+2.3% | Added |
| CIBC Asset Management Inc | 775 | $255.2K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 778 | $256.2K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 781 | $257.2K | 0.00% | +10+1.3% | Added |
| FDx Advisors, Inc. | 799 | $263.0K | 0.02% | +799 | New |
| Moneta Group Investment Advisors LLC | 823 | $271.0K | 0.01% | +5+0.6% | Added |
| Seven Eight Capital, LP | 827 | $272.3K | 0.03% | +827 | New |
| Janney Montgomery Scott LLC | 829 | $273.0K | 0.00% | +829 | New |
| Isthmus Partners, LLC | 870 | $286.5K | 0.04% | +870 | New |
| Blair William & Co | 887 | $292.0K | 0.00% | +202+29.5% | Added |
| National Bank of Canada | 900 | $292.1K | 0.00% | −61−6.3% | Reduced |
| Shell Asset Management Co | 890 | $293.0K | 0.01% | −269−23.2% | Reduced |
| Oracle Alpha Inc. | 911 | $300.0K | 0.39% | +911 | New |
| Cetera Investment Advisers | 924 | $304.1K | 0.00% | +72+8.5% | Added |
| Ethic Inc. | 938 | $308.9K | 0.01% | −462−33.0% | Reduced |
| Moody Aldrich Partners LLC | 963 | $317.1K | 0.06% | −2−0.2% | Reduced |
| Change Path, LLC | 966 | $318.0K | 0.02% | +966 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $329.0K | 0.15% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,000 | $329.3K | 0.02% | 00.0% | Unchanged |
| Dalton Investments LLC | 1,000 | $329.3K | 0.22% | 00.0% | Unchanged |
| Ossiam | 1,012 | $333.2K | 0.01% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,055 | $347.0K | 0.04% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,069 | $352.0K | 0.01% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 1,092 | $360.0K | 0.15% | +1,092 | New |
| Shelton Capital Management | 1,181 | $388.9K | 0.01% | −95−7.4% | Reduced |
| OneAscent Wealth Management LLC | 1,185 | $390.0K | 0.16% | +69+6.2% | Added |
| Wolverine Trading, LLC | 1,208 | $397.8K | 0.00% | +1,208 | New |
| Cresset Asset Management, LLC | 1,226 | $403.7K | 0.00% | −38−3.0% | Reduced |
| Bristlecone Advisors, LLC | 1,235 | $406.7K | 0.04% | +1,235 | New |
| GWM Advisors LLC | 1,350 | $413.2K | 0.00% | +227+20.2% | Added |
| First Hawaiian Bank | 1,267 | $417.2K | 0.01% | −150−10.6% | Reduced |
| Blueshift Asset Management, LLC | 1,282 | $422.1K | 0.22% | +1,282 | New |
| Cerity Partners LLC | 1,285 | $423.1K | 0.00% | +1,285 | New |
| Commonwealth Equity Services, LLC | 1,332 | $439.0K | 0.00% | +234+21.3% | Added |
| ProShare Advisors LLC | 1,447 | $476.5K | 0.00% | −42−2.8% | Reduced |
| Coldstream Capital Management Inc | 1,476 | $486.0K | 0.01% | +431+41.2% | Added |
| Regions Financial Corp | 1,494 | $491.9K | 0.00% | −59−3.8% | Reduced |
| Creative Planning | 1,498 | $493.3K | 0.00% | −268−15.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,524 | $501.8K | 0.05% | +1,524 | New |
| Mercer Global Advisors Inc | 1,563 | $515.0K | 0.00% | +179+12.9% | Added |
| FourThought Financial Partners, LLC | 1,609 | $530.0K | 0.07% | +37+2.4% | Added |
| Haverford Trust Co | 1,644 | $541.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,671 | $550.2K | 0.01% | −629−27.3% | Reduced |
| OneAscent Financial Services LLC | 1,688 | $556.0K | 0.07% | +390+30.0% | Added |
| AE Wealth Management LLC | 1,946 | $580.8K | 0.00% | +1,946 | New |
| HighTower Advisors, LLC | 1,769 | $581.0K | 0.00% | +369+26.4% | Added |
| Mount Yale Investment Advisors, LLC | 1,793 | $590.4K | 0.06% | +6+0.3% | Added |
| Crossmark Global Holdings, Inc. | 1,805 | $595.0K | 0.01% | −80−4.2% | Reduced |
| Snowden Capital Advisors LLC | 1,825 | $600.9K | 0.02% | −551−23.2% | Reduced |
| Guggenheim Capital LLC | 1,875 | $617.4K | 0.00% | −1,896−50.3% | Reduced |
| QRG Capital Management, Inc. | 1,916 | $630.9K | 0.01% | +67+3.6% | Added |
| AQR Capital Management LLC | 1,938 | $632.0K | 0.00% | −4,328−69.1% | Reduced |
| Toroso Investments, LLC | 1,961 | $645.7K | 0.02% | −431−18.0% | Reduced |
| US Bancorp | 1,980 | $652.0K | 0.00% | −27−1.3% | Reduced |
| Park Avenue Securities LLC | 1,999 | $658.0K | 0.01% | −13−0.6% | Reduced |
| MML Investors Services, LLC | 1,998 | $658.0K | 0.00% | +149+8.1% | Added |
| Miller Value Partners, LLC | 2,000 | $658.6K | 0.39% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 2,005 | $660.2K | 0.03% | +2,005 | New |
| Maryland State Retirement & Pension System | 2,065 | $680.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 2,073 | $683.0K | 0.02% | +2,073 | New |
| Corton Capital Inc. | 2,084 | $686.2K | 0.22% | +734+54.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,093 | $689.3K | 0.00% | −62−2.9% | Reduced |
| Yorktown Management & Research Co Inc | 2,100 | $691.5K | 0.72% | 00.0% | Unchanged |
| Burney Co | 2,129 | $701.1K | 0.03% | −205−8.8% | Reduced |
| Citadel Advisors LLC | 2,175 | $716.2K | 0.00% | −22,292−91.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,190 | $721.1K | 0.00% | −42−1.9% | Reduced |
| Rafferty Asset Management, LLC | 2,220 | $731.0K | 0.00% | +700+46.1% | Added |
| Cetera Advisor Networks LLC | 2,243 | $738.6K | 0.00% | −177−7.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,319 | $764.0K | 0.00% | +91+4.1% | Added |
| Securian Asset Management, Inc | 2,334 | $768.5K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,336 | $769.2K | 0.01% | +2,100+889.8% | Added |
| Numerai GP LLC | 2,343 | $771.5K | 0.27% | +2,343 | New |
| Axq Capital, LP | 2,355 | $775.5K | 0.21% | +555+30.8% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 2,361 | $777.4K | 0.01% | −13−0.5% | Reduced |
| Koss-Olinger Consulting, LLC | 2,370 | $780.0K | 0.08% | +2,370 | New |
| Wealth Enhancement Advisory Services, LLC | 2,391 | $787.3K | 0.00% | −63−2.6% | Reduced |
| M&T Bank Corp | 2,451 | $807.1K | 0.00% | −501−17.0% | Reduced |
| Epoch Investment Partners, Inc. | 2,476 | $815.3K | 0.00% | −440−15.1% | Reduced |
| Commerce Bank | 2,485 | $818.3K | 0.01% | −163−6.2% | Reduced |
| Values First Advisors, Inc. | 2,503 | $824.1K | 0.50% | −377−13.1% | Reduced |
| Aquatic Capital Management LLC | 2,640 | $869.0K | 0.02% | +2,520+2,100.0% | Added |
| Federated Hermes, Inc. | 2,744 | $903.5K | 0.00% | −373−12.0% | Reduced |
| IFP Advisors, Inc | 2,744 | $903.6K | 0.04% | +125+4.8% | Added |
| Deutsche Bank AG | 2,754 | $906.8K | 0.00% | +1,213+78.7% | Added |
| Warren Averett Asset Management, LLC | 2,888 | $950.9K | 0.04% | +2,888 | New |
| Camelot Portfolios, LLC | 2,894 | $953.0K | 0.56% | +223+8.3% | Added |
| Group One Trading, L.P. | 2,915 | $959.9K | 0.03% | −821−22.0% | Reduced |
| Brown Advisory Inc | 2,919 | $961.0K | 0.00% | +2,919 | New |
| Kestra Advisory Services, LLC | 2,949 | $970.9K | 0.01% | −160−5.1% | Reduced |
| State of Alaska, Department of Revenue | 2,975 | $979.0K | 0.01% | −300−9.2% | Reduced |
| SG Americas Securities, LLC | 3,014 | $992.0K | 0.01% | +2,369+367.3% | Added |
| Bank of Montreal | 3,008 | $996.9K | 0.00% | +154+5.4% | Added |
| New York Life Investment Management LLC | 3,062 | $1.01M | 0.01% | +193+6.7% | Added |
| Illinois Municipal Retirement Fund | 3,210 | $1.06M | 0.02% | 00.0% | Unchanged |