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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 15,541 | $5.12M | 0.05% | −9,995−39.1% | Reduced |
| MetLife Investment Management | 15,510 | $5.11M | 0.04% | −276−1.7% | Reduced |
| HSBC Holdings PLC | 15,003 | $4.95M | 0.00% | +13,626+989.5% | Added |
| Janus Henderson Group PLC | 15,000 | $4.94M | 0.00% | −354−2.3% | Reduced |
| FIL Ltd | 15,000 | $4.94M | 0.01% | +5,000+50.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,797 | $4.87M | 0.02% | −1,155−7.2% | Reduced |
| Price T Rowe Associates Inc | 14,381 | $4.74M | 0.00% | +735+5.4% | Added |
| Captrust Financial Advisors | 14,319 | $4.71M | 0.02% | −264−1.8% | Reduced |
| Long Focus Capital Management, LLC | 13,900 | $4.58M | 0.59% | −3,575−20.5% | Reduced |
| Bridge City Capital, LLC | 13,587 | $4.47M | 1.73% | +3,267+31.7% | Added |
| Yousif Capital Management, LLC | 13,472 | $4.44M | 0.05% | −7−0.1% | Reduced |
| Employees Retirement System of Texas | 12,630 | $4.16M | 0.05% | 00.0% | Unchanged |
| 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 |
| Citigroup Inc | 12,433 | $4.09M | 0.01% | −216−1.7% | Reduced |
| Treasurer of the State of North Carolina | 12,006 | $3.95M | 0.02% | +120+1.0% | Added |
| State of Tennessee, Treasury Department | 11,800 | $3.89M | 0.02% | −4,000−25.3% | Reduced |
| Public Employees Retirement System of Ohio | 11,333 | $3.73M | 0.01% | −7,605−40.2% | Reduced |
| Harfst & Associates, Inc. | 10,913 | $3.59M | 0.95% | 00.0% | Unchanged |
| Van Eck Associates Corp | 10,604 | $3.49M | 0.01% | +6,330+148.1% | Added |
| Colony Group, LLC | 10,466 | $3.45M | 0.05% | +10,466 | New |
| Sendero Wealth Management, LLC | 10,332 | $3.40M | 0.64% | +10,332 | New |
| LPL Financial LLC | 10,149 | $3.34M | 0.00% | −376−3.6% | Reduced |
| California First Leasing Corp | 9,779 | $3.22M | 1.71% | +1,975+25.3% | Added |
| Quadrature Capital Ltd | 9,479 | $3.12M | 0.06% | +9,479 | New |
| Alaska Permanent Fund Corp | 9,106 | $3.00M | 0.05% | −94−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,012 | $2.97M | 0.03% | −400−4.2% | Reduced |
| Voya Investment Management LLC | 8,681 | $2.86M | 0.00% | +3,940+83.1% | Added |
| Oppenheimer Asset Management Inc. | 8,640 | $2.84M | 0.04% | −327−3.6% | Reduced |
| BNP Paribas Arbitrage, SA | 8,218 | $2.71M | 0.00% | −18,056−68.7% | Reduced |
| Red Spruce Capital, LLC | 8,176 | $2.69M | 1.38% | −80−1.0% | Reduced |
| Jane Street Group, LLC | 8,161 | $2.69M | 0.00% | −4,362−34.8% | Reduced |
| Stifel Financial Corp | 7,899 | $2.60M | 0.00% | −127−1.6% | Reduced |
| Arete Wealth Advisors, LLC | 7,824 | $2.58M | 0.20% | +3,612+85.8% | Added |
| CIBC Private Wealth Group, LLC | 7,799 | $2.57M | 0.01% | +911+13.2% | Added |
| Oregon Public Employees Retirement Fund | 7,739 | $2.55M | 0.04% | −20−0.3% | Reduced |
| Arizona State Retirement System | 7,706 | $2.54M | 0.02% | −132−1.7% | Reduced |
| Louisiana State Employees Retirement System | 7,700 | $2.54M | 0.05% | −100−1.3% | Reduced |
| Amundi | 8,152 | $2.46M | 0.00% | +4,498+123.1% | Added |
| Great Lakes Advisors, LLC | 7,290 | $2.40M | 0.02% | −6,537−47.3% | Reduced |
| Redwood Investments, LLC | 7,092 | $2.34M | 0.61% | +7,092 | New |
| Thrivent Financial for Lutherans | 6,875 | $2.26M | 0.00% | −26−0.4% | Reduced |
| State of Michigan Retirement System | 6,587 | $2.17M | 0.01% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 6,388 | $2.10M | 1.98% | −706−10.0% | Reduced |
| Investment House LLC | 6,322 | $2.08M | 0.15% | +6,322 | New |
| Timber Creek Capital Management LLC | 6,126 | $2.02M | 0.69% | +119+2.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,122 | $2.02M | 0.05% | +9+0.1% | Added |
| Factorial Partners, LLC | 6,100 | $2.01M | 1.27% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,076 | $2.00M | 0.07% | −105−1.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,073 | $2.00M | 0.01% | +492+8.8% | Added |
| Voloridge Investment Management, LLC | 5,974 | $1.97M | 0.01% | −12,633−67.9% | Reduced |
| Atria Investments LLC | 5,943 | $1.96M | 0.03% | +1,084+22.3% | Added |
| STRS Ohio | 5,824 | $1.92M | 0.01% | −530−8.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,644 | $1.86M | 0.00% | +917+19.4% | Added |
| New Mexico Educational Retirement Board | 5,600 | $1.84M | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 5,517 | $1.82M | 0.00% | −755−12.0% | Reduced |
| Campbell Newman Asset Management Inc | 5,437 | $1.79M | 0.15% | +20+0.4% | Added |
| Handelsbanken Fonder AB | 5,258 | $1.73M | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 5,233 | $1.72M | 0.04% | −3,200−37.9% | Reduced |
| HighVista Strategies LLC | 5,201 | $1.71M | 0.62% | +1,500+40.5% | Added |
| FORA Capital, LLC | 5,172 | $1.70M | 0.15% | +220+4.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,060 | $1.67M | 0.00% | −686−11.9% | Reduced |
| Pallas Capital Advisors LLC | 5,038 | $1.66M | 0.09% | +189+3.9% | Added |
| Teacher Retirement System of Texas | 4,996 | $1.65M | 0.01% | −758−13.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,982 | $1.64M | 0.01% | −499−9.1% | Reduced |
| Utah Retirement Systems | 4,693 | $1.55M | 0.02% | +54+1.2% | Added |
| Assetmark, Inc | 4,620 | $1.52M | 0.01% | +1,198+35.0% | Added |
| CWM Advisors, LLC | 4,540 | $1.49M | 0.16% | +107+2.4% | Added |
| Fulton Bank, N.A. | 4,334 | $1.43M | 0.06% | +338+8.5% | Added |
| Mariner, LLC | 4,303 | $1.42M | 0.00% | −98−2.2% | Reduced |
| Prudential Financial Inc | 4,193 | $1.38M | 0.00% | −450−9.7% | Reduced |
| Legato Capital Management LLC | 4,129 | $1.36M | 0.18% | +575+16.2% | Added |
| Pacer Advisors, Inc. | 4,128 | $1.36M | 0.00% | +1,815+78.5% | Added |
| Daiwa Securities Group Inc. | 4,084 | $1.34M | 0.01% | +4,084 | New |
| SeaCrest Wealth Management, LLC | 4,523 | $1.34M | 0.17% | −5−0.1% | Reduced |
| JustInvest LLC | 3,768 | $1.24M | 0.03% | −49−1.3% | Reduced |
| Neuberger Berman Group LLC | 3,565 | $1.17M | 0.00% | +718+25.2% | Added |
| Xponance, Inc. | 3,492 | $1.15M | 0.01% | +38+1.1% | Added |
| Tudor Investment Corp Et Al | 3,491 | $1.15M | 0.02% | +3,491 | New |
| Advisor Group Holdings, Inc. | 3,460 | $1.14M | 0.00% | −1,023−22.8% | Reduced |
| Towle & Co | 3,440 | $1.13M | 0.13% | −560−14.0% | Reduced |
| Gotham Asset Management, LLC | 3,434 | $1.13M | 0.02% | −258−7.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,395 | $1.12M | 0.07% | +36+1.1% | Added |
| Pathstone Holdings, LLC | 3,341 | $1.10M | 0.01% | +3,341 | New |
| Pictet Asset Management Holding SA | 3,300 | $1.09M | 0.00% | +94+2.9% | Added |
| Public Employees Retirement Association of Colorado | 3,297 | $1.09M | 0.01% | −181−5.2% | Reduced |
| Moloney Securities Asset Management, LLC | 3,212 | $1.06M | 0.17% | +3,212 | New |
| Illinois Municipal Retirement Fund | 3,210 | $1.06M | 0.02% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 3,062 | $1.01M | 0.01% | +193+6.7% | Added |
| Bank of Montreal | 3,008 | $996.9K | 0.00% | +154+5.4% | Added |
| SG Americas Securities, LLC | 3,014 | $992.0K | 0.01% | +2,369+367.3% | Added |
| State of Alaska, Department of Revenue | 2,975 | $979.0K | 0.01% | −300−9.2% | Reduced |
| Kestra Advisory Services, LLC | 2,949 | $970.9K | 0.01% | −160−5.1% | Reduced |
| Brown Advisory Inc | 2,919 | $961.0K | 0.00% | +2,919 | New |
| Group One Trading, L.P. | 2,915 | $959.9K | 0.03% | −821−22.0% | Reduced |
| Camelot Portfolios, LLC | 2,894 | $953.0K | 0.56% | +223+8.3% | Added |
| Warren Averett Asset Management, LLC | 2,888 | $950.9K | 0.04% | +2,888 | New |
| Deutsche Bank AG | 2,754 | $906.8K | 0.00% | +1,213+78.7% | Added |
| IFP Advisors, Inc | 2,744 | $903.6K | 0.04% | +125+4.8% | Added |
| Federated Hermes, Inc. | 2,744 | $903.5K | 0.00% | −373−12.0% | Reduced |