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 |
|---|---|---|---|---|---|
| Moran Wealth Management, LLC | 22,624 | $7.45M | 0.27% | −333−1.5% | Reduced |
| PEAK6 Investments LLC | 22,875 | $7.53M | 0.33% | +6,537+40.0% | Added |
| Texas Permanent School Fund | 23,763 | $7.82M | 0.07% | +365+1.6% | Added |
| Raymond James & Associates | 24,555 | $8.09M | 0.01% | −4,932−16.7% | Reduced |
| State Board of Administration of Florida Retirement System | 27,406 | $9.02M | 0.02% | +4,052+17.4% | Added |
| Millennium Management LLC | 27,788 | $9.15M | 0.01% | −601−2.1% | Reduced |
| Squarepoint Ops LLC | 28,134 | $9.26M | 0.04% | +26,731+1,905.3% | Added |
| UBS Group AG | 28,237 | $9.30M | 0.00% | −3,625−11.4% | Reduced |
| California State Teachers Retirement System | 29,416 | $9.69M | 0.01% | −1,260−4.1% | Reduced |
| Steamboat Capital Partners, LLC | 30,054 | $9.90M | 3.72% | −4,946−14.1% | Reduced |
| Wells Fargo & Company | 30,282 | $9.97M | 0.00% | +2,601+9.4% | Added |
| Channing Capital Management, LLC | 30,390 | $10.0M | 0.30% | +3,602+13.4% | Added |
| S&T Bank | 31,272 | $10.3M | 1.90% | −1,158−3.6% | Reduced |
| Macquarie Group Ltd | 35,760 | $11.8M | 0.01% | −3,986−10.0% | Reduced |
| American International Group, Inc. | 37,170 | $12.2M | 0.05% | −1,658−4.3% | Reduced |
| New York State Teachers Retirement System | 38,030 | $12.5M | 0.03% | +100+0.3% | Added |
| Credit Suisse AG | 38,572 | $12.7M | 0.01% | +2,308+6.4% | Added |
| Royal Bank of Canada | 40,913 | $13.5M | 0.00% | −328−0.8% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 41,245 | $13.6M | 1.56% | −249−0.6% | Reduced |
| Westwood Holdings Group Inc. | 45,244 | $14.9M | 0.13% | +1,331+3.0% | Added |
| State of Wisconsin Investment Board | 45,552 | $15.0M | 0.04% | +7,300+19.1% | Added |
| California Public Employees Retirement System | 47,207 | $15.5M | 0.01% | +6,485+15.9% | Added |
| SEI Investments Co | 47,553 | $15.7M | 0.03% | −569−1.2% | Reduced |
| UBS Asset Management Americas Inc | 48,466 | $16.0M | 0.01% | +1,450+3.1% | Added |
| Logan Capital Management Inc | 49,778 | $16.4M | 0.76% | −3,148−5.9% | Reduced |
| Goldman Sachs Group Inc | 49,797 | $16.4M | 0.00% | +4,818+10.7% | Added |
| Retirement Systems of Alabama | 52,367 | $17.2M | 0.07% | +52+0.1% | Added |
| Bridges Investment Management Inc | 52,368 | $17.2M | 0.57% | +117+0.2% | Added |
| Engle Capital Management, L.P. | 53,000 | $17.5M | 6.11% | −10,000−15.9% | Reduced |
| Swiss National Bank | 54,300 | $17.9M | 0.01% | −6,200−10.2% | Reduced |
| Barclays PLC | 59,142 | $19.5M | 0.01% | −52,245−46.9% | Reduced |
| Envestnet Asset Management Inc | 61,839 | $20.4M | 0.01% | +1,008+1.7% | Added |
| Iridian Asset Management LLC | 62,666 | $20.6M | 3.74% | −7,875−11.2% | Reduced |
| Legal & General Group Plc | 64,671 | $21.3M | 0.01% | −527−0.8% | Reduced |
| Wellington Management Group LLP | 65,142 | $21.4M | 0.00% | +52,458+413.6% | Added |
| Ensign Peak Advisors, Inc | 72,705 | $23.9M | 0.05% | +15,655+27.4% | Added |
| New York State Common Retirement Fund | 75,631 | $24.9M | 0.03% | −1,961−2.5% | Reduced |
| First Trust Advisors LP | 78,150 | $25.7M | 0.03% | −11,586−12.9% | Reduced |
| Boston Partners | 82,915 | $26.7M | 0.04% | +33,405+67.5% | Added |
| River Road Asset Management, LLC | 82,660 | $27.2M | 0.38% | −1,484−1.8% | Reduced |
| Rhumbline Advisers | 85,256 | $28.1M | 0.03% | −2,056−2.4% | Reduced |
| Ameriprise Financial Inc | 93,219 | $30.7M | 0.01% | +2,573+2.8% | Added |
| Perpetual Ltd | 95,289 | $31.4M | 0.32% | +8,270+9.5% | Added |
| Nuveen Asset Management, LLC | 97,599 | $32.1M | 0.01% | +1,898+2.0% | Added |
| Franklin Resources Inc | 100,664 | $33.1M | 0.02% | +25,523+34.0% | Added |
| Principal Financial Group Inc | 101,008 | $33.3M | 0.02% | −629−0.6% | Reduced |
| Bank of America Corp | 109,926 | $36.2M | 0.00% | +33,033+43.0% | Added |
| Clearbridge Investments, LLC | 117,606 | $38.7M | 0.03% | −1,985−1.7% | Reduced |
| Kennedy Capital Management, Inc. | 126,865 | $41.8M | 0.91% | +802+0.6% | Added |
| Manufacturers Life Insurance Company, The | 138,193 | $45.5M | 0.03% | +1,850+1.4% | Added |
| Brandywine Global Investment Management, LLC | 140,217 | $46.2M | 0.37% | +9,820+7.5% | Added |
| Point72 Asset Management, L.P. | 147,243 | $48.5M | 0.15% | +111,943+317.1% | Added |
| British Columbia Investment Management Corp | 148,000 | $48.7M | 0.40% | +5,444+3.8% | Added |
| Russell Investments Group, Ltd. | 182,646 | $60.1M | 0.11% | −21,574−10.6% | Reduced |
| Fiera Capital Corp | 184,412 | $60.7M | 0.19% | +182+0.1% | Added |
| Chicago Capital, LLC | 201,923 | $66.5M | 2.39% | −7,599−3.6% | Reduced |
| Northern Trust Corp | 202,920 | $66.8M | 0.01% | −258−0.1% | Reduced |
| Invesco Ltd. | 205,389 | $67.6M | 0.02% | +91,403+80.2% | Added |
| Charles Schwab Investment Management Inc | 208,529 | $68.7M | 0.02% | +9,296+4.7% | Added |
| Tensile Capital Management LP | 208,975 | $68.8M | 8.05% | −28,000−11.8% | Reduced |
| Cardinal Capital Management LLC | 261,882 | $86.2M | 3.96% | −44,182−14.4% | Reduced |
| Frontier Capital Management Co LLC | 262,602 | $86.5M | 0.87% | +31,670+13.7% | Added |
| Eventide Asset Management, LLC | 267,877 | $88.2M | 1.44% | +20,363+8.2% | Added |
| Bank of New York Mellon Corp | 273,002 | $89.9M | 0.02% | −11,349−4.0% | Reduced |
| JPMorgan Chase & Co | 309,661 | $102.0M | 0.01% | −17,296−5.3% | Reduced |
| Cadian Capital Management, LP | 320,000 | $105.4M | 4.20% | +320,000 | New |
| SRS Investment Management, LLC | 362,367 | $119.3M | 1.44% | 00.0% | Unchanged |
| Norges Bank | 376,506 | $124.0M | 0.02% | +7,388+2.0% | Added |
| GW&K Investment Management, LLC | 382,730 | $126.0M | 1.18% | −18,404−4.6% | Reduced |
| Cooperman Leon G | 416,085 | $137.0M | 6.52% | +1,085+0.3% | Added |
| Geode Capital Management, LLC | 428,538 | $141.1M | 0.01% | +18,935+4.6% | Added |
| Morgan Stanley | 490,745 | $161.6M | 0.01% | +59,357+13.8% | Added |
| Lyrical Asset Management LP | 514,507 | $169.4M | 2.76% | −12,445−2.4% | Reduced |
| FMR LLC | 534,012 | $175.8M | 0.01% | +41,739+8.5% | Added |
| Alliancebernstein L.P. | 562,592 | $185.3M | 0.07% | −31,550−5.3% | Reduced |
| Royal London Asset Management Ltd | 616,854 | $203.1M | 0.58% | −34,372−5.3% | Reduced |
| Canada Pension Plan Investment Board | 678,911 | $223.6M | 0.28% | +3000.0% | Added |
| Conifer Management, L.L.C. | 700,000 | $230.5M | 22.38% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 778,474 | $256.3M | 0.07% | −8,568−1.1% | Reduced |
| State Street Corp | 817,304 | $269.1M | 0.01% | +23,767+3.0% | Added |
| Brave Warrior Advisors, LLC | 823,982 | $271.3M | 6.47% | −58,926−6.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,534,162 | $505.2M | 1.78% | −55,745−3.5% | Reduced |
| MFN Partners Management, LP | 1,551,077 | $510.7M | 16.43% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,024,707 | $666.7M | 1.15% | +377,256+22.9% | Added |
| BlackRock Inc. | 2,352,229 | $774.5M | 0.02% | −15,410−0.7% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 2,391,188 | $787.4M | 24.47% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,823,369 | $929.7M | 0.02% | +15,962+0.6% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −168,115−100.0% | Sold out |
| 12 West Capital Management LP | 0 | $0 | 0.00% | −150,500−100.0% | Sold out |
| Kensico Capital Management Corp | 0 | $0 | 0.00% | −113,000−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −24,528−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −17,220−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −11,613−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −11,323−100.0% | Sold out |
| Hook Mill Capital Partners, LP | 0 | $0 | 0.00% | −11,027−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −8,140−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,091−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −6,539−100.0% | Sold out |