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 |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 3,212 | $1.06M | 0.17% | +3,212 | New |
| Public Employees Retirement Association of Colorado | 3,297 | $1.09M | 0.01% | −181−5.2% | Reduced |
| Pictet Asset Management Holding SA | 3,300 | $1.09M | 0.00% | +94+2.9% | Added |
| Pathstone Holdings, LLC | 3,341 | $1.10M | 0.01% | +3,341 | New |
| Ashton Thomas Private Wealth, LLC | 3,395 | $1.12M | 0.07% | +36+1.1% | Added |
| Gotham Asset Management, LLC | 3,434 | $1.13M | 0.02% | −258−7.0% | Reduced |
| Towle & Co | 3,440 | $1.13M | 0.13% | −560−14.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,460 | $1.14M | 0.00% | −1,023−22.8% | Reduced |
| Tudor Investment Corp Et Al | 3,491 | $1.15M | 0.02% | +3,491 | New |
| Xponance, Inc. | 3,492 | $1.15M | 0.01% | +38+1.1% | Added |
| Neuberger Berman Group LLC | 3,565 | $1.17M | 0.00% | +718+25.2% | Added |
| JustInvest LLC | 3,768 | $1.24M | 0.03% | −49−1.3% | Reduced |
| SeaCrest Wealth Management, LLC | 4,523 | $1.34M | 0.17% | −5−0.1% | Reduced |
| Daiwa Securities Group Inc. | 4,084 | $1.34M | 0.01% | +4,084 | New |
| Pacer Advisors, Inc. | 4,128 | $1.36M | 0.00% | +1,815+78.5% | Added |
| Legato Capital Management LLC | 4,129 | $1.36M | 0.18% | +575+16.2% | Added |
| Prudential Financial Inc | 4,193 | $1.38M | 0.00% | −450−9.7% | Reduced |
| Mariner, LLC | 4,303 | $1.42M | 0.00% | −98−2.2% | Reduced |
| Fulton Bank, N.A. | 4,334 | $1.43M | 0.06% | +338+8.5% | Added |
| CWM Advisors, LLC | 4,540 | $1.49M | 0.16% | +107+2.4% | Added |
| Assetmark, Inc | 4,620 | $1.52M | 0.01% | +1,198+35.0% | Added |
| Utah Retirement Systems | 4,693 | $1.55M | 0.02% | +54+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,982 | $1.64M | 0.01% | −499−9.1% | Reduced |
| Teacher Retirement System of Texas | 4,996 | $1.65M | 0.01% | −758−13.2% | Reduced |
| Pallas Capital Advisors LLC | 5,038 | $1.66M | 0.09% | +189+3.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,060 | $1.67M | 0.00% | −686−11.9% | Reduced |
| FORA Capital, LLC | 5,172 | $1.70M | 0.15% | +220+4.4% | Added |
| HighVista Strategies LLC | 5,201 | $1.71M | 0.62% | +1,500+40.5% | Added |
| South Dakota Investment Council | 5,233 | $1.72M | 0.04% | −3,200−37.9% | Reduced |
| Handelsbanken Fonder AB | 5,258 | $1.73M | 0.01% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 5,437 | $1.79M | 0.15% | +20+0.4% | Added |
| Susquehanna International Group, LLP | 5,517 | $1.82M | 0.00% | −755−12.0% | Reduced |
| New Mexico Educational Retirement Board | 5,600 | $1.84M | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,644 | $1.86M | 0.00% | +917+19.4% | Added |
| STRS Ohio | 5,824 | $1.92M | 0.01% | −530−8.3% | Reduced |
| Atria Investments LLC | 5,943 | $1.96M | 0.03% | +1,084+22.3% | Added |
| Voloridge Investment Management, LLC | 5,974 | $1.97M | 0.01% | −12,633−67.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,073 | $2.00M | 0.01% | +492+8.8% | Added |
| Ameritas Investment Partners, Inc. | 6,076 | $2.00M | 0.07% | −105−1.7% | Reduced |
| Factorial Partners, LLC | 6,100 | $2.01M | 1.27% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,122 | $2.02M | 0.05% | +9+0.1% | Added |
| Timber Creek Capital Management LLC | 6,126 | $2.02M | 0.69% | +119+2.0% | Added |
| Investment House LLC | 6,322 | $2.08M | 0.15% | +6,322 | New |
| LRT Capital Management, LLC | 6,388 | $2.10M | 1.98% | −706−10.0% | Reduced |
| State of Michigan Retirement System | 6,587 | $2.17M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,875 | $2.26M | 0.00% | −26−0.4% | Reduced |
| Redwood Investments, LLC | 7,092 | $2.34M | 0.61% | +7,092 | New |
| Great Lakes Advisors, LLC | 7,290 | $2.40M | 0.02% | −6,537−47.3% | Reduced |
| Amundi | 8,152 | $2.46M | 0.00% | +4,498+123.1% | Added |
| Louisiana State Employees Retirement System | 7,700 | $2.54M | 0.05% | −100−1.3% | Reduced |
| Arizona State Retirement System | 7,706 | $2.54M | 0.02% | −132−1.7% | Reduced |
| Oregon Public Employees Retirement Fund | 7,739 | $2.55M | 0.04% | −20−0.3% | Reduced |
| CIBC Private Wealth Group, LLC | 7,799 | $2.57M | 0.01% | +911+13.2% | Added |
| Arete Wealth Advisors, LLC | 7,824 | $2.58M | 0.20% | +3,612+85.8% | Added |
| Stifel Financial Corp | 7,899 | $2.60M | 0.00% | −127−1.6% | Reduced |
| Jane Street Group, LLC | 8,161 | $2.69M | 0.00% | −4,362−34.8% | Reduced |
| Red Spruce Capital, LLC | 8,176 | $2.69M | 1.38% | −80−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 8,218 | $2.71M | 0.00% | −18,056−68.7% | Reduced |
| Oppenheimer Asset Management Inc. | 8,640 | $2.84M | 0.04% | −327−3.6% | Reduced |
| Voya Investment Management LLC | 8,681 | $2.86M | 0.00% | +3,940+83.1% | Added |
| Teachers Retirement System of the State of Kentucky | 9,012 | $2.97M | 0.03% | −400−4.2% | Reduced |
| Alaska Permanent Fund Corp | 9,106 | $3.00M | 0.05% | −94−1.0% | Reduced |
| Quadrature Capital Ltd | 9,479 | $3.12M | 0.06% | +9,479 | New |
| California First Leasing Corp | 9,779 | $3.22M | 1.71% | +1,975+25.3% | Added |
| LPL Financial LLC | 10,149 | $3.34M | 0.00% | −376−3.6% | Reduced |
| Sendero Wealth Management, LLC | 10,332 | $3.40M | 0.64% | +10,332 | New |
| Colony Group, LLC | 10,466 | $3.45M | 0.05% | +10,466 | New |
| Van Eck Associates Corp | 10,604 | $3.49M | 0.01% | +6,330+148.1% | Added |
| Harfst & Associates, Inc. | 10,913 | $3.59M | 0.95% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 11,333 | $3.73M | 0.01% | −7,605−40.2% | Reduced |
| State of Tennessee, Treasury Department | 11,800 | $3.89M | 0.02% | −4,000−25.3% | Reduced |
| Treasurer of the State of North Carolina | 12,006 | $3.95M | 0.02% | +120+1.0% | Added |
| Citigroup Inc | 12,433 | $4.09M | 0.01% | −216−1.7% | Reduced |
| Brinker Capital Investments, LLC | 13,649 | $4.16M | 0.05% | −1,176−7.9% | Reduced |
| Orion Portfolio Solutions, LLC | 13,649 | $4.16M | 0.05% | −1,176−7.9% | Reduced |
| Employees Retirement System of Texas | 12,630 | $4.16M | 0.05% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 13,472 | $4.44M | 0.05% | −7−0.1% | Reduced |
| Bridge City Capital, LLC | 13,587 | $4.47M | 1.73% | +3,267+31.7% | Added |
| Long Focus Capital Management, LLC | 13,900 | $4.58M | 0.59% | −3,575−20.5% | Reduced |
| Captrust Financial Advisors | 14,319 | $4.71M | 0.02% | −264−1.8% | Reduced |
| Price T Rowe Associates Inc | 14,381 | $4.74M | 0.00% | +735+5.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,797 | $4.87M | 0.02% | −1,155−7.2% | Reduced |
| FIL Ltd | 15,000 | $4.94M | 0.01% | +5,000+50.0% | Added |
| Janus Henderson Group PLC | 15,000 | $4.94M | 0.00% | −354−2.3% | Reduced |
| HSBC Holdings PLC | 15,003 | $4.95M | 0.00% | +13,626+989.5% | Added |
| MetLife Investment Management | 15,510 | $5.11M | 0.04% | −276−1.7% | Reduced |
| D.A. Davidson & Co. | 15,541 | $5.12M | 0.05% | −9,995−39.1% | Reduced |
| State of New Jersey Common Pension Fund D | 15,580 | $5.13M | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 15,598 | $5.14M | 0.02% | −50.0% | Reduced |
| Truist Financial Corp | 16,702 | $5.50M | 0.01% | +270+1.6% | Added |
| Mutual of America Capital Management LLC | 17,022 | $5.61M | 0.06% | −2,750−13.9% | Reduced |
| Algert Global LLC | 18,720 | $6.16M | 0.25% | +4,920+35.7% | Added |
| Intrinsic Edge Capital Management LLC | 18,918 | $6.23M | 0.67% | −21,224−52.9% | Reduced |
| American Century Companies Inc | 19,506 | $6.42M | 0.00% | −15,658−44.5% | Reduced |
| Victory Capital Management Inc | 19,799 | $6.52M | 0.01% | +2,686+15.7% | Added |
| Great West Life Assurance Co | 20,098 | $6.60M | 0.01% | −101−0.5% | Reduced |
| First Eagle Investment Management, LLC | 20,130 | $6.63M | 0.02% | +7,120+54.7% | Added |
| Amalgamated Bank | 20,759 | $6.84M | 0.05% | +2,992+16.8% | Added |
| Goodnow Investment Group, LLC | 21,841 | $7.19M | 1.01% | +1,370+6.7% | Added |
| Parkwood LLC | 22,515 | $7.41M | 1.19% | −4,208−15.7% | Reduced |