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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 2,640 | $869.0K | 0.02% | +2,520+2,100.0% | Added |
| Values First Advisors, Inc. | 2,503 | $824.1K | 0.50% | −377−13.1% | Reduced |
| Commerce Bank | 2,485 | $818.3K | 0.01% | −163−6.2% | Reduced |
| Epoch Investment Partners, Inc. | 2,476 | $815.3K | 0.00% | −440−15.1% | Reduced |
| M&T Bank Corp | 2,451 | $807.1K | 0.00% | −501−17.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,391 | $787.3K | 0.00% | −63−2.6% | Reduced |
| Koss-Olinger Consulting, LLC | 2,370 | $780.0K | 0.08% | +2,370 | New |
| Ruane, Cunniff & Goldfarb L.P. | 2,361 | $777.4K | 0.01% | −13−0.5% | Reduced |
| Axq Capital, LP | 2,355 | $775.5K | 0.21% | +555+30.8% | Added |
| Numerai GP LLC | 2,343 | $771.5K | 0.27% | +2,343 | New |
| Nisa Investment Advisors, LLC | 2,336 | $769.2K | 0.01% | +2,100+889.8% | Added |
| Securian Asset Management, Inc | 2,334 | $768.5K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,319 | $764.0K | 0.00% | +91+4.1% | Added |
| Cetera Advisor Networks LLC | 2,243 | $738.6K | 0.00% | −177−7.3% | Reduced |
| Rafferty Asset Management, LLC | 2,220 | $731.0K | 0.00% | +700+46.1% | Added |
| The PNC Financial Services Group, Inc. | 2,190 | $721.1K | 0.00% | −42−1.9% | Reduced |
| Citadel Advisors LLC | 2,175 | $716.2K | 0.00% | −22,292−91.1% | Reduced |
| Burney Co | 2,129 | $701.1K | 0.03% | −205−8.8% | Reduced |
| Yorktown Management & Research Co Inc | 2,100 | $691.5K | 0.72% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,093 | $689.3K | 0.00% | −62−2.9% | Reduced |
| Corton Capital Inc. | 2,084 | $686.2K | 0.22% | +734+54.4% | Added |
| Vestcor Inc | 2,073 | $683.0K | 0.02% | +2,073 | New |
| Maryland State Retirement & Pension System | 2,065 | $680.0K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 2,005 | $660.2K | 0.03% | +2,005 | New |
| Miller Value Partners, LLC | 2,000 | $658.6K | 0.39% | 00.0% | Unchanged |
| 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 |
| US Bancorp | 1,980 | $652.0K | 0.00% | −27−1.3% | Reduced |
| Toroso Investments, LLC | 1,961 | $645.7K | 0.02% | −431−18.0% | Reduced |
| AQR Capital Management LLC | 1,938 | $632.0K | 0.00% | −4,328−69.1% | Reduced |
| QRG Capital Management, Inc. | 1,916 | $630.9K | 0.01% | +67+3.6% | Added |
| Guggenheim Capital LLC | 1,875 | $617.4K | 0.00% | −1,896−50.3% | Reduced |
| Snowden Capital Advisors LLC | 1,825 | $600.9K | 0.02% | −551−23.2% | Reduced |
| Crossmark Global Holdings, Inc. | 1,805 | $595.0K | 0.01% | −80−4.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,793 | $590.4K | 0.06% | +6+0.3% | Added |
| HighTower Advisors, LLC | 1,769 | $581.0K | 0.00% | +369+26.4% | Added |
| AE Wealth Management LLC | 1,946 | $580.8K | 0.00% | +1,946 | New |
| OneAscent Financial Services LLC | 1,688 | $556.0K | 0.07% | +390+30.0% | Added |
| Tower Research Capital LLC (TRC) | 1,671 | $550.2K | 0.01% | −629−27.3% | Reduced |
| Haverford Trust Co | 1,644 | $541.3K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,609 | $530.0K | 0.07% | +37+2.4% | Added |
| Mercer Global Advisors Inc | 1,563 | $515.0K | 0.00% | +179+12.9% | Added |
| Campbell & CO Investment Adviser LLC | 1,524 | $501.8K | 0.05% | +1,524 | New |
| Creative Planning | 1,498 | $493.3K | 0.00% | −268−15.2% | Reduced |
| Regions Financial Corp | 1,494 | $491.9K | 0.00% | −59−3.8% | Reduced |
| Coldstream Capital Management Inc | 1,476 | $486.0K | 0.01% | +431+41.2% | Added |
| ProShare Advisors LLC | 1,447 | $476.5K | 0.00% | −42−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 1,332 | $439.0K | 0.00% | +234+21.3% | Added |
| Cerity Partners LLC | 1,285 | $423.1K | 0.00% | +1,285 | New |
| Blueshift Asset Management, LLC | 1,282 | $422.1K | 0.22% | +1,282 | New |
| First Hawaiian Bank | 1,267 | $417.2K | 0.01% | −150−10.6% | Reduced |
| GWM Advisors LLC | 1,350 | $413.2K | 0.00% | +227+20.2% | Added |
| Bristlecone Advisors, LLC | 1,235 | $406.7K | 0.04% | +1,235 | New |
| Cresset Asset Management, LLC | 1,226 | $403.7K | 0.00% | −38−3.0% | Reduced |
| Wolverine Trading, LLC | 1,208 | $397.8K | 0.00% | +1,208 | New |
| OneAscent Wealth Management LLC | 1,185 | $390.0K | 0.16% | +69+6.2% | Added |
| Shelton Capital Management | 1,181 | $388.9K | 0.01% | −95−7.4% | Reduced |
| Handelsinvest Investeringsforvaltning | 1,092 | $360.0K | 0.15% | +1,092 | New |
| Metis Global Partners, LLC | 1,069 | $352.0K | 0.01% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,055 | $347.0K | 0.04% | 00.0% | Unchanged |
| Ossiam | 1,012 | $333.2K | 0.01% | 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 |
| Psagot Value Holdings Ltd. / (Israel) | 1,000 | $329.0K | 0.15% | 00.0% | Unchanged |
| Change Path, LLC | 966 | $318.0K | 0.02% | +966 | New |
| Moody Aldrich Partners LLC | 963 | $317.1K | 0.06% | −2−0.2% | Reduced |
| Ethic Inc. | 938 | $308.9K | 0.01% | −462−33.0% | Reduced |
| Cetera Investment Advisers | 924 | $304.1K | 0.00% | +72+8.5% | Added |
| Oracle Alpha Inc. | 911 | $300.0K | 0.39% | +911 | New |
| Shell Asset Management Co | 890 | $293.0K | 0.01% | −269−23.2% | Reduced |
| National Bank of Canada | 900 | $292.1K | 0.00% | −61−6.3% | Reduced |
| Blair William & Co | 887 | $292.0K | 0.00% | +202+29.5% | Added |
| Isthmus Partners, LLC | 870 | $286.5K | 0.04% | +870 | New |
| Janney Montgomery Scott LLC | 829 | $273.0K | 0.00% | +829 | New |
| Seven Eight Capital, LP | 827 | $272.3K | 0.03% | +827 | New |
| Moneta Group Investment Advisors LLC | 823 | $271.0K | 0.01% | +5+0.6% | Added |
| FDx Advisors, Inc. | 799 | $263.0K | 0.02% | +799 | New |
| CI Private Wealth, LLC | 781 | $257.2K | 0.00% | +10+1.3% | Added |
| Panagora Asset Management Inc | 778 | $256.2K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 775 | $255.2K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 764 | $251.6K | 0.01% | +17+2.3% | Added |
| Cetera Advisors LLC | 746 | $245.6K | 0.00% | +746 | New |
| Integrated Wealth Concepts LLC | 738 | $243.0K | 0.00% | +24+3.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 730 | $240.4K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 721 | $237.4K | 0.01% | +721 | New |
| Mraz, Amerine & Associates, Inc. | 711 | $234.1K | 0.05% | 00.0% | Unchanged |
| Versor Investments LP | 704 | $231.8K | 0.05% | +704 | New |
| Allspring Global Investments Holdings, LLC | 664 | $218.6K | 0.00% | +556+514.8% | Added |
| Stephens Inc | 656 | $216.0K | 0.00% | +656 | New |
| Raymond James Trust N.A. | 629 | $207.1K | 0.01% | −115−15.5% | Reduced |
| Inspire Advisors, LLC | 618 | $203.4K | 0.03% | +618 | New |
| Steward Partners Investment Advisory, LLC | 610 | $200.9K | 0.00% | +300+96.8% | Added |
| Quantbot Technologies LP | 524 | $172.5K | 0.01% | +524 | New |
| Highlander Capital Management, LLC | 500 | $164.6K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 498 | $164.0K | 0.01% | +1+0.2% | Added |
| EverSource Wealth Advisors, LLC | 489 | $161.1K | 0.01% | +109+28.7% | Added |
| Rakuten Securities, Inc. | 485 | $159.7K | 0.13% | +485 | New |
| KBC Group NV | 446 | $147.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 412 | $135.0K | 0.00% | +405+5,785.7% | Added |
| SYSTM Wealth Solutions LLC | 397 | $130.7K | 0.02% | +397 | New |