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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.

Institutional holdersQ1 2024: 413 institutions
Q1 2021: 389 institutionsQ2 2021: 403 institutionsQ3 2021: 423 institutionsQ4 2021: 430 institutionsQ1 2022: 426 institutionsQ2 2022: 417 institutionsQ3 2022: 392 institutionsQ4 2022: 373 institutionsQ1 2023: 376 institutionsQ2 2023: 369 institutionsQ3 2023: 388 institutionsQ4 2023: 387 institutionsQ1 2024: 413 institutionsQ2 2024: 375 institutionsQ3 2024: 405 institutionsQ4 2024: 441 institutionsQ1 2025: 471 institutionsQ2 2025: 453 institutionsQ3 2025: 453 institutionsQ4 2025: 482 institutionsQ1 2026: 436 institutionsQ2 2026: 445 institutions
Value heldQ1 2024: $8.55B
Q1 2021: $10.0BQ2 2021: $9.77BQ3 2021: $8.88BQ4 2021: $8.10BQ1 2022: $8.40BQ2 2022: $7.43BQ3 2022: $5.88BQ4 2022: $5.81BQ1 2023: $6.60BQ2 2023: $8.95BQ3 2023: $8.40BQ4 2023: $9.45BQ1 2024: $8.55BQ2 2024: $6.95BQ3 2024: $8.92BQ4 2024: $10.0BQ1 2025: $7.91BQ2 2025: $8.82BQ3 2025: $7.68BQ4 2025: $7.99BQ1 2026: $6.12BQ2 2026: $7.13B
Institutions holding LAD and their total value by quarter
QuarterHoldersValue
Q2 2026445$7.13B
Q1 2026436$6.12B
Q4 2025482$7.99B
Q3 2025453$7.68B
Q2 2025453$8.82B
Q1 2025471$7.91B
Q4 2024441$10.0B
Q3 2024405$8.92B
Q2 2024375$6.95B
Q1 2024413$8.55B
Q4 2023387$9.45B
Q3 2023388$8.40B
Q2 2023369$8.95B
Q1 2023376$6.60B
Q4 2022373$5.81B
Q3 2022392$5.88B
Q2 2022417$7.43B
Q1 2022426$8.40B
Q4 2021430$8.10B
Q3 2021423$8.88B
Q2 2021403$9.77B
Q1 2021389$10.0B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q4 2023.

Institutions holding LAD in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bokf, NA1$2960.00%00.0%Unchanged
TFC Financial Management1$3010.00%+1New
Central Trust Co2$6020.00%00.0%Unchanged
Valued Wealth Advisors LLC2$6020.00%+2New
Pineridge Advisors LLC2$6030.00%+2New
Park Place Capital Corp3$9030.00%−23−88.5%Reduced
JJJ Advisors Inc.3$9030.00%00.0%Unchanged
Versant Capital Management, Inc3$9030.00%00.0%Unchanged
St Germain D J Co Inc3$9030.00%+3New
Focused Wealth Management, Inc3$9170.00%00.0%Unchanged
McClarren Financial Advisors, Inc.2$1.00K0.00%+1+100.0%Added
Migdal Insurance & Financial Holdings Ltd.2$1.00K0.00%+2New
Wetzel Investment Advisors, Inc.4$1.04K0.00%00.0%Unchanged
Eagle Bay Advisors LLC4$1.20K0.00%00.0%Unchanged
Continuum Advisory, LLC5$1.32K0.00%+5New
Semmax Financial Advisors Inc.5$1.38K0.00%+5New
Farther Finance Advisors, LLC5$1.48K0.00%−2−28.6%Reduced
Provenance Wealth Advisors, LLC5$1.50K0.00%00.0%Unchanged
Bellevue Asset Management, LLC6$1.80K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$1.81K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC6$1.91K0.00%00.0%Unchanged
Manchester Capital Management LLC7$2.11K0.00%00.0%Unchanged
Private Wealth Management Group, LLC7$2.11K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC8$2.41K0.00%00.0%Unchanged
SJS Investment Consulting Inc.8$2.41K0.00%00.0%Unchanged
Umb Bank N A8$2.41K0.00%+8New
Geneos Wealth Management Inc.9$2.71K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC11$3.00K0.00%00.0%Unchanged
Private Trust Co NA10$3.01K0.00%−11−52.4%Reduced
Massmutual Trust Co FSB12$3.61K0.00%−1−7.7%Reduced
Farmers & Merchants Investments Inc12$3.61K0.00%00.0%Unchanged
Parallel Advisors, LLC14$4.21K0.00%+1+7.7%Added
Venturi Wealth Management, LLC14$4.21K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.15$4.51K0.00%00.0%Unchanged
Cetera Trust Company, N.A15$4.51K0.00%00.0%Unchanged
Front Row Advisors LLC16$4.81K0.00%+16New
Caitlin John, LLC17$5.12K0.00%00.0%Unchanged
HighMark Wealth Management LLC18$5.42K0.00%−8−30.8%Reduced
Cornerstone Planning Group LLC23$5.69K0.00%−5−17.9%Reduced
Smithfield Trust Co21$6.00K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC21$6.32K0.01%00.0%Unchanged
Allworth Financial LP22$6.62K0.00%00.0%Unchanged
Smartleaf Asset Management LLC22$6.67K0.00%+22New
Parkside Financial Bank & Trust24$7.22K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton25$7.39K0.00%00.0%Unchanged
Hollencrest Capital Management25$7.52K0.00%00.0%Unchanged
Leonteq Securities AG27$8.12K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC28$8.42K0.00%00.0%Unchanged
Bell Investment Advisors, Inc28$8.43K0.00%00.0%Unchanged
Ancora Advisors, LLC29$8.72K0.00%00.0%Unchanged
Bessemer Group Inc29$9.00K0.00%00.0%Unchanged
Covestor Ltd31$9.00K0.01%00.0%Unchanged
Global Retirement Partners, LLC37$11.1K0.00%00.0%Unchanged
Meeder Asset Management Inc39$11.7K0.00%+39New
Whittier Trust Co of Nevada Inc40$12.0K0.00%00.0%Unchanged
Principal Securities, Inc.40$12.0K0.00%−18−31.0%Reduced
Atlas Capital Advisors LLC40$12.0K0.00%−9−18.4%Reduced
West Branch Capital LLC45$13.5K0.01%00.0%Unchanged
Security National Bank50$15.0K0.00%+20+66.7%Added
Lindbrook Capital, LLC54$16.2K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.54$16.2K0.00%+39+260.0%Added
Riverview Trust Co60$18.1K0.01%+60New
Ronald Blue Trust, Inc.73$22.0K0.00%−8−9.9%Reduced
Plante Moran Financial Advisors, LLC77$23.2K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC77$23.2K0.00%+77New
WD Rutherford LLC80$24.1K0.01%+80New
LGT Financial Advisors LLC92$27.7K0.03%00.0%Unchanged
Addison Advisors LLC100$30.1K0.01%00.0%Unchanged
SYSTM Wealth Solutions LLC102$30.7K0.00%−295−74.3%Reduced
Denali Advisors LLC104$31.3K0.01%+1+1.0%Added
Cubist Systematic Strategies, LLC108$32.5K0.00%+108New
Global X Japan Co., Ltd.111$33.4K0.01%−6−5.1%Reduced
Huntington National Bank112$33.7K0.00%+7+6.7%Added
GAMMA Investing LLC114$34.3K0.01%−36−24.0%Reduced
JFS Wealth Advisors, LLC122$36.6K0.00%00.0%Unchanged
Penserra Capital Management LLC123$37.0K0.00%+3+2.5%Added
First Horizon Advisors, Inc.158$47.5K0.00%−52−24.8%Reduced
Montag A & Associates Inc175$52.7K0.00%−16−8.4%Reduced
Contravisory Investment Management, Inc.182$54.8K0.01%00.0%Unchanged
Rise Advisors, LLC191$57.4K0.03%+85+80.2%Added
Ci Investments Inc.192$58.0K0.00%+76+65.5%Added
CWM, LLC204$61.0K0.00%−11−5.1%Reduced
Fifth Third Bancorp232$69.8K0.00%+13+5.9%Added
Lazard Asset Management LLC261$78.0K0.00%−6−2.2%Reduced
Newbridge Financial Services Group, Inc.302$90.9K0.04%+2+0.7%Added
Signaturefd, LLC312$93.9K0.00%−45−12.6%Reduced
State of Wyoming313$94.2K0.02%−20−6.0%Reduced
Nomura Asset Management Co Ltd358$107.7K0.00%+72+25.2%Added
Allspring Global Investments Holdings, LLC368$110.7K0.00%−296−44.6%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main375$112.8K0.00%00.0%Unchanged
Mather Group, LLC.345$113.6K0.00%+345New
Benjamin F. Edwards & Company, Inc.407$122.0K0.00%−5−1.2%Reduced
Ossiam408$122.8K0.00%−604−59.7%Reduced
EverSource Wealth Advisors, LLC554$140.8K0.01%+65+13.3%Added
Quadrant Capital Group LLC475$142.9K0.01%−23−4.6%Reduced
Rakuten Securities, Inc.487$146.5K0.06%+2+0.4%Added
Highlander Capital Management, LLC500$150.4K0.05%00.0%Unchanged
KBC Group NV596$179.0K0.00%+150+33.6%Added
Steward Partners Investment Advisory, LLC595$179.0K0.00%−15−2.5%Reduced
Central Pacific Bank - Trust Division655$193.7K0.02%+655New