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 |
|---|---|---|---|---|---|
| Values First Advisors, Inc. | 2,579 | $776.0K | 0.45% | +76+3.0% | Added |
| Captrust Financial Advisors | 2,622 | $788.9K | 0.00% | −11,697−81.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,700 | $812.3K | 0.02% | +1,029+61.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,706 | $814.1K | 0.06% | +2,706 | New |
| Neuberger Berman Group LLC | 2,806 | $844.2K | 0.00% | −759−21.3% | Reduced |
| Deutsche Bank AG | 2,811 | $845.7K | 0.00% | +57+2.1% | Added |
| Prudential Financial Inc | 2,850 | $857.4K | 0.00% | −1,343−32.0% | Reduced |
| Warren Averett Asset Management, LLC | 2,900 | $872.4K | 0.02% | +12+0.4% | Added |
| State of Alaska, Department of Revenue | 2,975 | $895.0K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 2,992 | $900.2K | 0.01% | −70−2.3% | Reduced |
| Exchange Traded Concepts, LLC | 2,998 | $902.0K | 0.02% | +2,998 | New |
| IFP Advisors, Inc | 3,007 | $904.7K | 0.04% | +263+9.6% | Added |
| Quadrature Capital Ltd | 3,015 | $907.0K | 0.02% | −6,464−68.2% | Reduced |
| Pathstone Holdings, LLC | 3,027 | $910.7K | 0.00% | −314−9.4% | Reduced |
| Public Employees Retirement Association of Colorado | 3,031 | $912.0K | 0.00% | −266−8.1% | Reduced |
| Jump Financial, LLC | 3,033 | $912.5K | 0.02% | +3,033 | New |
| Voloridge Investment Management, LLC | 3,040 | $914.6K | 0.00% | −2,934−49.1% | Reduced |
| Bank of Montreal | 3,053 | $929.7K | 0.00% | +45+1.5% | Added |
| Moloney Securities Asset Management, LLC | 3,146 | $946.5K | 0.14% | −66−2.1% | Reduced |
| Teacher Retirement System of Texas | 3,165 | $952.0K | 0.01% | −1,831−36.6% | Reduced |
| Illinois Municipal Retirement Fund | 3,210 | $966.0K | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,240 | $974.8K | 0.04% | +3,240 | New |
| FORA Capital, LLC | 3,255 | $979.3K | 0.08% | −1,917−37.1% | Reduced |
| South Dakota Investment Council | 3,333 | $1.00M | 0.02% | −1,900−36.3% | Reduced |
| Axq Capital, LP | 3,355 | $1.01M | 0.24% | +1,000+42.5% | Added |
| Towle & Co | 3,440 | $1.03M | 0.12% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,468 | $1.04M | 0.06% | +73+2.2% | Added |
| Pictet Asset Management Holding SA | 3,534 | $1.06M | 0.00% | +234+7.1% | Added |
| Mariner, LLC | 3,562 | $1.07M | 0.00% | −741−17.2% | Reduced |
| Mirabella Financial Services LLP | 3,600 | $1.08M | 0.08% | +3,600 | New |
| Twinbeech Capital LP | 3,758 | $1.13M | 0.02% | +3,758 | New |
| Cetera Investment Advisers | 3,814 | $1.15M | 0.00% | +2,890+312.8% | Added |
| Xponance, Inc. | 4,074 | $1.23M | 0.01% | +582+16.7% | Added |
| Legato Capital Management LLC | 4,129 | $1.24M | 0.15% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4,224 | $1.27M | 0.00% | +96+2.3% | Added |
| Campbell & CO Investment Adviser LLC | 4,331 | $1.30M | 0.11% | +2,807+184.2% | Added |
| Gotham Asset Management, LLC | 4,382 | $1.32M | 0.02% | +948+27.6% | Added |
| Daiwa Securities Group Inc. | 4,404 | $1.32M | 0.01% | +320+7.8% | Added |
| Qube Research & Technologies Ltd | 4,442 | $1.34M | 0.00% | +4,442 | New |
| Fulton Bank, N.A. | 4,496 | $1.35M | 0.06% | +162+3.7% | Added |
| SeaCrest Wealth Management, LLC | 4,523 | $1.36M | 0.17% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,682 | $1.41M | 0.00% | −300−6.0% | Reduced |
| Utah Retirement Systems | 4,693 | $1.41M | 0.02% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 4,851 | $1.46M | 0.01% | +2,375+95.9% | Added |
| Dynamic Technology Lab Private Ltd | 4,975 | $1.50M | 0.16% | +4,975 | New |
| Cobalt Capital Management, Inc. | 5,000 | $1.50M | 0.48% | +5,000 | New |
| Atria Investments LLC | 5,043 | $1.52M | 0.02% | −900−15.1% | Reduced |
| CWM Advisors, LLC | 5,065 | $1.52M | 0.16% | +525+11.6% | Added |
| Handelsbanken Fonder AB | 5,258 | $1.58M | 0.01% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 5,568 | $1.68M | 0.14% | +131+2.4% | Added |
| Assetmark, Inc | 5,600 | $1.68M | 0.01% | +980+21.2% | Added |
| New Mexico Educational Retirement Board | 5,600 | $1.69M | 0.06% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 5,656 | $1.70M | 0.21% | +5,656 | New |
| Oppenheimer Asset Management Inc. | 5,667 | $1.70M | 0.02% | −2,973−34.4% | Reduced |
| STRS Ohio | 5,803 | $1.75M | 0.01% | −21−0.4% | Reduced |
| Algert Global LLC | 6,020 | $1.81M | 0.07% | −12,700−67.8% | Reduced |
| Ameritas Investment Partners, Inc. | 6,076 | $1.83M | 0.06% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,088 | $1.83M | 0.01% | +15+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,139 | $1.85M | 0.05% | +17+0.3% | Added |
| HighVista Strategies LLC | 6,401 | $1.93M | 0.69% | +1,200+23.1% | Added |
| Timber Creek Capital Management LLC | 6,513 | $1.96M | 0.61% | +387+6.3% | Added |
| State of Michigan Retirement System | 6,787 | $2.04M | 0.01% | +200+3.0% | Added |
| Oregon Public Employees Retirement Fund | 6,805 | $2.05M | 0.04% | −934−12.1% | Reduced |
| Great Lakes Advisors, LLC | 6,849 | $2.06M | 0.02% | −441−6.0% | Reduced |
| Thrivent Financial for Lutherans | 6,896 | $2.08M | 0.00% | +21+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 7,079 | $2.13M | 0.00% | +1,435+25.4% | Added |
| Quantbot Technologies LP | 7,183 | $2.16M | 0.12% | +6,659+1,270.8% | Added |
| Tudor Investment Corp Et Al | 7,303 | $2.20M | 0.03% | +3,812+109.2% | Added |
| Stifel Financial Corp | 7,464 | $2.25M | 0.00% | −435−5.5% | Reduced |
| Arizona State Retirement System | 7,563 | $2.28M | 0.02% | −143−1.9% | Reduced |
| Citadel Advisors LLC | 7,626 | $2.29M | 0.00% | +5,451+250.6% | Added |
| Employees Retirement System of Texas | 7,630 | $2.30M | 0.03% | −5,000−39.6% | Reduced |
| Louisiana State Employees Retirement System | 7,900 | $2.38M | 0.05% | +200+2.6% | Added |
| Red Spruce Capital, LLC | 8,668 | $2.61M | 1.21% | +492+6.0% | Added |
| LRT Capital Management, LLC | 8,770 | $2.64M | 2.37% | +2,382+37.3% | Added |
| Teachers Retirement System of the State of Kentucky | 9,012 | $2.71M | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,031 | $2.72M | 0.00% | +350+4.0% | Added |
| Alaska Permanent Fund Corp | 9,112 | $2.74M | 0.04% | +6+0.1% | Added |
| LPL Financial LLC | 9,603 | $2.89M | 0.00% | −546−5.4% | Reduced |
| California First Leasing Corp | 9,779 | $2.94M | 1.37% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 9,803 | $2.95M | 0.70% | −1,110−10.2% | Reduced |
| Brinker Capital Investments, LLC | 9,882 | $2.97M | 0.03% | −3,767−27.6% | Reduced |
| Orion Portfolio Solutions, LLC | 9,882 | $2.97M | 0.03% | −3,767−27.6% | Reduced |
| Truist Financial Corp | 9,902 | $2.98M | 0.00% | −6,800−40.7% | Reduced |
| Arete Wealth Advisors, LLC | 11,712 | $2.98M | 0.28% | +3,888+49.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,059 | $3.03M | 0.00% | +4,999+98.8% | Added |
| Public Employees Retirement System of Ohio | 10,357 | $3.12M | 0.01% | −976−8.6% | Reduced |
| PEAK6 Investments LLC | 10,363 | $3.12M | 0.15% | −12,512−54.7% | Reduced |
| Holocene Advisors, LP | 10,502 | $3.16M | 0.01% | +10,502 | New |
| American Century Companies Inc | 10,951 | $3.29M | 0.00% | −8,555−43.9% | Reduced |
| HRT Financial LP | 10,995 | $3.31M | 0.02% | +10,995 | New |
| Redwood Investments, LLC | 12,838 | $3.33M | 0.98% | +5,746+81.0% | Added |
| Aquatic Capital Management LLC | 11,240 | $3.38M | 0.11% | +8,600+325.8% | Added |
| Man Group plc | 11,477 | $3.45M | 0.01% | +11,477 | New |
| State of Tennessee, Treasury Department | 11,800 | $3.55M | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 11,933 | $3.59M | 0.03% | +1,467+14.0% | Added |
| Sendero Wealth Management, LLC | 11,949 | $3.59M | 0.62% | +1,617+15.7% | Added |
| Treasurer of the State of North Carolina | 12,086 | $3.64M | 0.02% | +80+0.7% | Added |
| Citigroup Inc | 12,177 | $3.66M | 0.00% | −256−2.1% | Reduced |
| Susquehanna International Group, LLP | 12,802 | $3.85M | 0.01% | +7,285+132.0% | Added |