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, Q1 2024
Institutional positions in Lithia Motors Inc as of Mar 31, 2024. 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
- 413
- +28 vs. Q4 2023
- Shares held
- 28.4M
- −211.9K (−0.7%) vs. Q4 2023
- Total value
- $8.55B
- −$879.5M (−9.3%) vs. Q4 2023
- New holders
- 64
- 130 more added
- Sold out
- 36
- 140 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,809,275 | $845.2M | 0.02% | −14,094−0.5% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 2,391,188 | $719.4M | 22.47% | 00.0% | Unchanged |
| BlackRock Inc. | 2,371,671 | $713.5M | 0.02% | +19,442+0.8% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,060,973 | $620.1M | 1.00% | +36,266+1.8% | Added |
| MFN Partners Management, LP | 1,551,077 | $466.7M | 13.24% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 1,483,026 | $446.2M | 1.50% | −51,136−3.3% | Reduced |
| State Street Corp | 838,444 | $252.3M | 0.01% | +21,140+2.6% | Added |
| Dimensional Fund Advisors LP | 812,977 | $244.6M | 0.07% | +34,503+4.4% | Added |
| Brave Warrior Advisors, LLC | 767,501 | $230.9M | 4.83% | −56,481−6.9% | Reduced |
| Canada Pension Plan Investment Board | 727,849 | $219.0M | 0.23% | +48,938+7.2% | Added |
| Conifer Management, L.L.C. | 700,000 | $210.6M | 23.24% | 00.0% | Unchanged |
| FMR LLC | 644,829 | $194.0M | 0.01% | +110,817+20.8% | Added |
| Royal London Asset Management Ltd | 631,030 | $189.9M | 0.47% | +14,176+2.3% | Added |
| Alliancebernstein L.P. | 532,160 | $160.1M | 0.06% | −30,432−5.4% | Reduced |
| Lyrical Asset Management LP | 531,892 | $160.0M | 2.38% | +17,385+3.4% | Added |
| Geode Capital Management, LLC | 442,409 | $133.1M | 0.01% | +13,871+3.2% | Added |
| Morgan Stanley | 425,272 | $127.9M | 0.01% | −65,473−13.3% | Reduced |
| Cooperman Leon G | 416,085 | $125.2M | 5.22% | 00.0% | Unchanged |
| Norges Bank | 357,425 | $107.5M | 0.02% | −19,081−5.1% | Reduced |
| Cadian Capital Management, LP | 320,000 | $96.3M | 3.42% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 293,304 | $88.2M | 0.82% | +30,702+11.7% | Added |
| Eventide Asset Management, LLC | 276,752 | $83.3M | 1.31% | +8,875+3.3% | Added |
| JPMorgan Chase & Co | 265,917 | $80.0M | 0.01% | −43,744−14.1% | Reduced |
| Bank of New York Mellon Corp | 255,080 | $76.7M | 0.01% | −17,922−6.6% | Reduced |
| Tensile Capital Management LP | 233,975 | $70.4M | 7.70% | +25,000+12.0% | Added |
| Cardinal Capital Management LLC | 226,310 | $68.1M | 3.42% | −35,572−13.6% | Reduced |
| Invesco Ltd. | 224,519 | $67.5M | 0.01% | +19,130+9.3% | Added |
| Charles Schwab Investment Management Inc | 214,765 | $64.6M | 0.01% | +6,236+3.0% | Added |
| Chicago Capital, LLC | 213,731 | $64.3M | 1.96% | +11,808+5.8% | Added |
| Russell Investments Group, Ltd. | 203,062 | $61.3M | 0.10% | +20,416+11.2% | Added |
| Fiera Capital Corp | 189,689 | $57.1M | 0.17% | +5,277+2.9% | Added |
| Northern Trust Corp | 176,918 | $53.2M | 0.01% | −26,002−12.8% | Reduced |
| British Columbia Investment Management Corp | 171,800 | $51.7M | 0.36% | +23,800+16.1% | Added |
| Point72 Asset Management, L.P. | 171,175 | $51.5M | 0.15% | +23,932+16.3% | Added |
| Brandywine Global Investment Management, LLC | 148,485 | $44.7M | 0.32% | +8,268+5.9% | Added |
| SRS Investment Management, LLC | 142,831 | $43.0M | 0.59% | −219,536−60.6% | Reduced |
| Manufacturers Life Insurance Company, The | 139,544 | $42.0M | 0.04% | +1,351+1.0% | Added |
| Clearbridge Investments, LLC | 117,325 | $35.3M | 0.03% | −281−0.2% | Reduced |
| Bank of America Corp | 104,224 | $31.4M | 0.00% | −5,702−5.2% | Reduced |
| Kennedy Capital Management, Inc. | 103,645 | $31.2M | 0.64% | −23,220−18.3% | Reduced |
| Principal Financial Group Inc | 103,629 | $31.2M | 0.02% | +2,621+2.6% | Added |
| Nuveen Asset Management, LLC | 100,252 | $30.2M | 0.01% | +2,653+2.7% | Added |
| Perpetual Ltd | 98,127 | $29.5M | 0.29% | +2,838+3.0% | Added |
| Franklin Resources Inc | 95,505 | $28.7M | 0.01% | −5,159−5.1% | Reduced |
| Ameriprise Financial Inc | 91,588 | $27.6M | 0.01% | −1,631−1.7% | Reduced |
| Boston Partners | 93,056 | $27.5M | 0.03% | +10,141+12.2% | Added |
| Rhumbline Advisers | 82,169 | $24.7M | 0.02% | −3,087−3.6% | Reduced |
| First Trust Advisors LP | 79,285 | $23.9M | 0.02% | +1,135+1.5% | Added |
| River Road Asset Management, LLC | 78,280 | $23.6M | 0.32% | −4,380−5.3% | Reduced |
| Bridges Investment Management Inc | 73,498 | $22.1M | 0.69% | +21,130+40.3% | Added |
| New York State Common Retirement Fund | 72,517 | $21.8M | 0.03% | −3,114−4.1% | Reduced |
| Ensign Peak Advisors, Inc | 72,459 | $21.8M | 0.04% | −246−0.3% | Reduced |
| Iridian Asset Management LLC | 68,837 | $20.7M | 4.06% | +6,171+9.8% | Added |
| Legal & General Group Plc | 60,760 | $18.3M | 0.01% | −3,911−6.0% | Reduced |
| UBS Group AG | 60,549 | $18.2M | 0.01% | +32,312+114.4% | Added |
| Squarepoint Ops LLC | 60,321 | $18.1M | 0.07% | +32,187+114.4% | Added |
| Westwood Holdings Group Inc. | 57,279 | $17.2M | 0.14% | +12,035+26.6% | Added |
| Swiss National Bank | 54,300 | $16.3M | 0.01% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 52,459 | $15.8M | 0.06% | +92+0.2% | Added |
| Barclays PLC | 51,083 | $15.4M | 0.01% | −8,059−13.6% | Reduced |
| Logan Capital Management Inc | 50,212 | $15.1M | 0.65% | +434+0.9% | Added |
| Balyasny Asset Management LLC | 49,685 | $14.9M | 0.04% | +49,685 | New |
| Goldman Sachs Group Inc | 49,510 | $14.9M | 0.00% | −287−0.6% | Reduced |
| Envestnet Asset Management Inc | 48,904 | $14.7M | 0.01% | −12,935−20.9% | Reduced |
| UBS Asset Management Americas Inc | 48,725 | $14.7M | 0.01% | +259+0.5% | Added |
| Engle Capital Management, L.P. | 45,000 | $13.5M | 3.77% | −8,000−15.1% | Reduced |
| Millennium Management LLC | 43,091 | $13.0M | 0.01% | +15,303+55.1% | Added |
| State of Wisconsin Investment Board | 40,528 | $12.2M | 0.03% | −5,024−11.0% | Reduced |
| California Public Employees Retirement System | 39,707 | $11.9M | 0.01% | −7,500−15.9% | Reduced |
| GW&K Investment Management, LLC | 39,511 | $11.9M | 0.10% | −343,219−89.7% | Reduced |
| Credit Suisse AG | 38,958 | $11.7M | 0.01% | +386+1.0% | Added |
| Royal Bank of Canada | 38,536 | $11.6M | 0.00% | −2,377−5.8% | Reduced |
| New York State Teachers Retirement System | 38,030 | $11.4M | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 38,011 | $11.4M | 0.10% | +38,011 | New |
| SEI Investments Co | 37,861 | $11.4M | 0.02% | −9,692−20.4% | Reduced |
| Dana Investment Advisors, Inc. | 37,688 | $11.3M | 0.38% | +37,688 | New |
| American International Group, Inc. | 36,425 | $11.0M | 0.04% | −745−2.0% | Reduced |
| CIBC Private Wealth Group, LLC | 36,918 | $10.9M | 0.02% | +29,119+373.4% | Added |
| Macquarie Group Ltd | 34,708 | $10.4M | 0.01% | −1,052−2.9% | Reduced |
| First Eagle Investment Management, LLC | 30,890 | $9.29M | 0.02% | +10,760+53.5% | Added |
| Steamboat Capital Partners, LLC | 30,563 | $9.20M | 3.17% | +509+1.7% | Added |
| Channing Capital Management, LLC | 30,390 | $9.14M | 0.25% | 00.0% | Unchanged |
| Comerica Bank | 29,473 | $8.87M | 0.04% | +13,875+89.0% | Added |
| Wells Fargo & Company | 29,130 | $8.76M | 0.00% | −1,152−3.8% | Reduced |
| S&T Bank | 27,865 | $8.38M | 1.61% | −3,407−10.9% | Reduced |
| California State Teachers Retirement System | 27,843 | $8.38M | 0.01% | −1,573−5.3% | Reduced |
| Texas Permanent School Fund | 24,085 | $7.25M | 0.06% | +322+1.4% | Added |
| Moran Wealth Management, LLC | 22,618 | $6.80M | 0.22% | −60.0% | Reduced |
| Goodnow Investment Group, LLC | 21,601 | $6.50M | 0.78% | −240−1.1% | Reduced |
| Jane Street Group, LLC | 21,588 | $6.49M | 0.01% | +13,427+164.5% | Added |
| Parkwood LLC | 21,440 | $6.45M | 0.68% | −1,075−4.8% | Reduced |
| Great West Life Assurance Co | 20,220 | $6.08M | 0.01% | +122+0.6% | Added |
| BNP Paribas Arbitrage, SA | 19,138 | $5.76M | 0.01% | +10,920+132.9% | Added |
| Victory Capital Management Inc | 18,802 | $5.66M | 0.01% | −997−5.0% | Reduced |
| Amalgamated Bank | 18,644 | $5.61M | 0.05% | −2,115−10.2% | Reduced |
| Raymond James & Associates | 18,542 | $5.58M | 0.00% | −6,013−24.5% | Reduced |
| Spruce House Investment Management LLC | 17,500 | $5.27M | 0.38% | +17,500 | New |
| Verition Fund Management LLC | 17,423 | $5.24M | 0.05% | +17,423 | New |
| CenterBook Partners LP | 17,326 | $5.21M | 0.36% | +17,326 | New |
| ExodusPoint Capital Management, LP | 16,871 | $5.08M | 0.06% | +16,871 | New |