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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 684 | $205.8K | 0.00% | +684 | New |
| Kestra Advisory Services, LLC | 685 | $206.1K | 0.00% | −2,264−76.8% | Reduced |
| Integrated Wealth Concepts LLC | 690 | $207.6K | 0.00% | −48−6.5% | Reduced |
| Inspire Advisors, LLC | 692 | $208.3K | 0.03% | +74+12.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 705 | $212.1K | 0.01% | +705 | New |
| Handelsinvest Investeringsforvaltning | 719 | $216.0K | 0.10% | −373−34.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 730 | $219.6K | 0.01% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 751 | $225.9K | 0.04% | +40+5.6% | Added |
| Vident Advisory, LLC | 754 | $227.0K | 0.00% | +33+4.6% | Added |
| Ground Swell Capital, LLC | 758 | $228.1K | 0.24% | +758 | New |
| Commerce Bank | 763 | $229.6K | 0.00% | −1,722−69.3% | Reduced |
| BTC Capital Management, Inc. | 766 | $230.5K | 0.02% | +766 | New |
| CIBC Asset Management Inc | 775 | $233.2K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 778 | $234.1K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 780 | $234.7K | 0.25% | +780 | New |
| Thrive Capital Management, LLC | 785 | $236.4K | 0.13% | +785 | New |
| Profund Advisors LLC | 795 | $239.2K | 0.01% | +31+4.1% | Added |
| Consolidated Planning Corp | 812 | $244.3K | 0.04% | +812 | New |
| National Bank of Canada | 940 | $248.4K | 0.00% | +40+4.4% | Added |
| Blair William & Co | 836 | $251.4K | 0.00% | −51−5.7% | Reduced |
| Moneta Group Investment Advisors LLC | 860 | $258.7K | 0.00% | +37+4.5% | Added |
| Isthmus Partners, LLC | 870 | $261.7K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 872 | $262.4K | 0.00% | +91+11.7% | Added |
| Oracle Alpha Inc. | 882 | $265.4K | 0.48% | −29−3.2% | Reduced |
| Engineers Gate Manager LP | 928 | $279.2K | 0.01% | +928 | New |
| Fred Alger Management, LLC | 929 | $279.5K | 0.00% | +929 | New |
| Haverford Trust Co | 947 | $284.9K | 0.00% | −697−42.4% | Reduced |
| Ethic Inc. | 947 | $284.9K | 0.01% | +9+1.0% | Added |
| Phoenix Holdings Ltd. | 950 | $285.0K | 0.00% | +950 | New |
| ISAM Funds (UK) Ltd | 953 | $286.7K | 0.16% | +953 | New |
| Scientech Research LLC | 963 | $289.7K | 0.15% | +963 | New |
| Coldstream Capital Management Inc | 963 | $289.7K | 0.01% | −513−34.8% | Reduced |
| Numerai GP LLC | 971 | $292.1K | 0.13% | −1,372−58.6% | Reduced |
| Regions Financial Corp | 987 | $296.9K | 0.00% | −507−33.9% | Reduced |
| Dalton Investments LLC | 1,000 | $300.9K | 0.18% | 00.0% | Unchanged |
| Change Path, LLC | 1,044 | $314.0K | 0.01% | +78+8.1% | Added |
| OneAscent Wealth Management LLC | 1,047 | $315.0K | 0.12% | −138−11.6% | Reduced |
| Qsemble Capital Management, LP | 1,051 | $316.2K | 0.07% | +1,051 | New |
| Connors Investor Services Inc | 1,055 | $317.4K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,069 | $321.6K | 0.01% | 00.0% | Unchanged |
| Armistice Capital, LLC | 1,069 | $321.6K | 0.01% | +1,069 | New |
| GWM Advisors LLC | 1,093 | $328.9K | 0.00% | −257−19.0% | Reduced |
| Janney Montgomery Scott LLC | 1,114 | $335.0K | 0.00% | +285+34.4% | Added |
| Commonwealth Equity Services, LLC | 1,133 | $341.0K | 0.00% | −199−14.9% | Reduced |
| HSBC Holdings PLC | 1,139 | $342.6K | 0.00% | −13,864−92.4% | Reduced |
| XTX Topco Ltd | 1,172 | $352.6K | 0.05% | +1,172 | New |
| Shelton Capital Management | 1,181 | $355.3K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,218 | $366.4K | 0.01% | −49−3.9% | Reduced |
| Mercer Global Advisors Inc | 1,225 | $369.0K | 0.00% | −338−21.6% | Reduced |
| Quest Partners LLC | 1,288 | $387.5K | 0.07% | +1,288 | New |
| Occudo Quantitative Strategies LP | 1,296 | $389.9K | 0.07% | +1,296 | New |
| Bristlecone Advisors, LLC | 1,325 | $398.6K | 0.04% | +90+7.3% | Added |
| ProShare Advisors LLC | 1,343 | $404.1K | 0.00% | −104−7.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,374 | $413.5K | 0.00% | −719−34.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,423 | $428.1K | 0.00% | −767−35.0% | Reduced |
| Park Avenue Securities LLC | 1,476 | $444.0K | 0.01% | −523−26.2% | Reduced |
| Shell Asset Management Co | 1,795 | $453.0K | 0.02% | +905+101.7% | Added |
| MML Investors Services, LLC | 1,529 | $460.0K | 0.00% | −469−23.5% | Reduced |
| Creative Planning | 1,587 | $477.3K | 0.00% | +89+5.9% | Added |
| Guggenheim Capital LLC | 1,611 | $484.7K | 0.00% | −264−14.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,618 | $486.8K | 0.00% | −1,842−53.2% | Reduced |
| OneAscent Financial Services LLC | 1,643 | $494.0K | 0.05% | −45−2.7% | Reduced |
| Petrus Trust Company, LTA | 1,659 | $499.1K | 0.05% | +1,659 | New |
| Snowden Capital Advisors LLC | 1,784 | $536.7K | 0.02% | −41−2.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,785 | $537.0K | 0.00% | +1,782+59,400.0% | Added |
| Maryland State Retirement & Pension System | 2,065 | $538.7K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,746 | $539.0K | 0.00% | −23−1.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,799 | $541.2K | 0.04% | +6+0.3% | Added |
| FourThought Financial Partners, LLC | 1,800 | $541.4K | 0.06% | +191+11.9% | Added |
| Rafferty Asset Management, LLC | 1,814 | $545.8K | 0.00% | −406−18.3% | Reduced |
| Toroso Investments, LLC | 1,862 | $560.2K | 0.01% | −99−5.0% | Reduced |
| US Bancorp | 1,872 | $563.2K | 0.00% | −108−5.5% | Reduced |
| Walleye Trading LLC | 1,885 | $567.1K | 0.01% | +1,885 | New |
| QRG Capital Management, Inc. | 1,922 | $578.3K | 0.01% | +6+0.3% | Added |
| Burney Co | 1,922 | $578.3K | 0.02% | −207−9.7% | Reduced |
| Crossmark Global Holdings, Inc. | 1,948 | $586.0K | 0.01% | +143+7.9% | Added |
| Cerity Partners LLC | 2,035 | $612.3K | 0.00% | +750+58.4% | Added |
| AQR Capital Management LLC | 2,045 | $615.3K | 0.00% | +107+5.5% | Added |
| Brevan Howard Capital Management LP | 2,055 | $618.3K | 0.06% | +2,055 | New |
| Vestcor Inc | 2,073 | $624.0K | 0.02% | 00.0% | Unchanged |
| Corton Capital Inc. | 2,093 | $629.7K | 0.23% | +9+0.4% | Added |
| Investment House LLC | 2,100 | $631.8K | 0.04% | −4,222−66.8% | Reduced |
| Yorktown Management & Research Co Inc | 2,100 | $631.8K | 0.60% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 2,129 | $640.5K | 0.00% | +2,129 | New |
| Inceptionr LLC | 2,140 | $643.8K | 0.17% | +2,140 | New |
| M&T Bank Corp | 2,173 | $653.7K | 0.00% | −278−11.3% | Reduced |
| Quantitative Investment Management, LLC | 2,197 | $660.0K | 0.04% | +2,197 | New |
| Walleye Capital LLC | 2,278 | $685.4K | 0.01% | +2,278 | New |
| Ruane, Cunniff & Goldfarb L.P. | 2,331 | $701.3K | 0.01% | −30−1.3% | Reduced |
| Securian Asset Management, Inc | 2,334 | $702.2K | 0.02% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 2,375 | $714.5K | 0.11% | +2,375 | New |
| Centiva Capital, LP | 2,376 | $714.8K | 0.04% | +2,376 | New |
| Nisa Investment Advisors, LLC | 2,386 | $717.9K | 0.00% | +50+2.1% | Added |
| Factorial Partners, LLC | 2,400 | $722.1K | 0.41% | −3,700−60.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,468 | $743.0K | 0.00% | +149+6.4% | Added |
| Camelot Portfolios, LLC | 2,476 | $745.2K | 0.73% | −418−14.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,489 | $748.8K | 0.00% | +98+4.1% | Added |
| Two Sigma Investments, LP | 2,524 | $759.4K | 0.00% | +2,524 | New |
| Federated Hermes, Inc. | 2,529 | $760.9K | 0.00% | −215−7.8% | Reduced |
| JustInvest LLC | 2,556 | $769.0K | 0.02% | −1,212−32.2% | Reduced |