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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 13,026 | $3.92M | 0.00% | −52,116−80.0% | Reduced |
| Yousif Capital Management, LLC | 13,252 | $3.99M | 0.04% | −220−1.6% | Reduced |
| Bridge City Capital, LLC | 13,695 | $4.12M | 1.50% | +108+0.8% | Added |
| Long Focus Capital Management, LLC | 13,900 | $4.18M | 0.48% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 13,918 | $4.19M | 0.35% | −5,000−26.4% | Reduced |
| D.A. Davidson & Co. | 14,374 | $4.32M | 0.04% | −1,167−7.5% | Reduced |
| State Board of Administration of Florida Retirement System | 19,315 | $4.42M | 0.01% | −8,091−29.5% | Reduced |
| Van Eck Associates Corp | 14,737 | $4.43M | 0.01% | +4,133+39.0% | Added |
| Janus Henderson Group PLC | 15,083 | $4.54M | 0.00% | +83+0.6% | Added |
| MetLife Investment Management | 15,111 | $4.55M | 0.03% | −399−2.6% | Reduced |
| Price T Rowe Associates Inc | 15,223 | $4.58M | 0.00% | +842+5.9% | Added |
| State of New Jersey Common Pension Fund D | 15,580 | $4.69M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 16,396 | $4.93M | 0.05% | −626−3.7% | Reduced |
| ExodusPoint Capital Management, LP | 16,871 | $5.08M | 0.06% | +16,871 | New |
| CenterBook Partners LP | 17,326 | $5.21M | 0.36% | +17,326 | New |
| Verition Fund Management LLC | 17,423 | $5.24M | 0.05% | +17,423 | New |
| Spruce House Investment Management LLC | 17,500 | $5.27M | 0.38% | +17,500 | New |
| Raymond James & Associates | 18,542 | $5.58M | 0.00% | −6,013−24.5% | Reduced |
| Amalgamated Bank | 18,644 | $5.61M | 0.05% | −2,115−10.2% | Reduced |
| Victory Capital Management Inc | 18,802 | $5.66M | 0.01% | −997−5.0% | Reduced |
| BNP Paribas Arbitrage, SA | 19,138 | $5.76M | 0.01% | +10,920+132.9% | Added |
| Great West Life Assurance Co | 20,220 | $6.08M | 0.01% | +122+0.6% | Added |
| Parkwood LLC | 21,440 | $6.45M | 0.68% | −1,075−4.8% | Reduced |
| Jane Street Group, LLC | 21,588 | $6.49M | 0.01% | +13,427+164.5% | Added |
| Goodnow Investment Group, LLC | 21,601 | $6.50M | 0.78% | −240−1.1% | Reduced |
| Moran Wealth Management, LLC | 22,618 | $6.80M | 0.22% | −60.0% | Reduced |
| Texas Permanent School Fund | 24,085 | $7.25M | 0.06% | +322+1.4% | Added |
| California State Teachers Retirement System | 27,843 | $8.38M | 0.01% | −1,573−5.3% | Reduced |
| S&T Bank | 27,865 | $8.38M | 1.61% | −3,407−10.9% | Reduced |
| Wells Fargo & Company | 29,130 | $8.76M | 0.00% | −1,152−3.8% | Reduced |
| Comerica Bank | 29,473 | $8.87M | 0.04% | +13,875+89.0% | Added |
| Channing Capital Management, LLC | 30,390 | $9.14M | 0.25% | 00.0% | Unchanged |
| Steamboat Capital Partners, LLC | 30,563 | $9.20M | 3.17% | +509+1.7% | Added |
| First Eagle Investment Management, LLC | 30,890 | $9.29M | 0.02% | +10,760+53.5% | Added |
| Macquarie Group Ltd | 34,708 | $10.4M | 0.01% | −1,052−2.9% | Reduced |
| CIBC Private Wealth Group, LLC | 36,918 | $10.9M | 0.02% | +29,119+373.4% | Added |
| American International Group, Inc. | 36,425 | $11.0M | 0.04% | −745−2.0% | Reduced |
| Dana Investment Advisors, Inc. | 37,688 | $11.3M | 0.38% | +37,688 | New |
| SEI Investments Co | 37,861 | $11.4M | 0.02% | −9,692−20.4% | Reduced |
| Lido Advisors, LLC | 38,011 | $11.4M | 0.10% | +38,011 | New |
| New York State Teachers Retirement System | 38,030 | $11.4M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 38,536 | $11.6M | 0.00% | −2,377−5.8% | Reduced |
| Credit Suisse AG | 38,958 | $11.7M | 0.01% | +386+1.0% | Added |
| GW&K Investment Management, LLC | 39,511 | $11.9M | 0.10% | −343,219−89.7% | Reduced |
| California Public Employees Retirement System | 39,707 | $11.9M | 0.01% | −7,500−15.9% | Reduced |
| State of Wisconsin Investment Board | 40,528 | $12.2M | 0.03% | −5,024−11.0% | Reduced |
| Millennium Management LLC | 43,091 | $13.0M | 0.01% | +15,303+55.1% | Added |
| Engle Capital Management, L.P. | 45,000 | $13.5M | 3.77% | −8,000−15.1% | Reduced |
| UBS Asset Management Americas Inc | 48,725 | $14.7M | 0.01% | +259+0.5% | Added |
| Envestnet Asset Management Inc | 48,904 | $14.7M | 0.01% | −12,935−20.9% | Reduced |
| Goldman Sachs Group Inc | 49,510 | $14.9M | 0.00% | −287−0.6% | Reduced |
| Balyasny Asset Management LLC | 49,685 | $14.9M | 0.04% | +49,685 | New |
| Logan Capital Management Inc | 50,212 | $15.1M | 0.65% | +434+0.9% | Added |
| Barclays PLC | 51,083 | $15.4M | 0.01% | −8,059−13.6% | Reduced |
| Retirement Systems of Alabama | 52,459 | $15.8M | 0.06% | +92+0.2% | Added |
| Swiss National Bank | 54,300 | $16.3M | 0.01% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 57,279 | $17.2M | 0.14% | +12,035+26.6% | Added |
| Squarepoint Ops LLC | 60,321 | $18.1M | 0.07% | +32,187+114.4% | Added |
| UBS Group AG | 60,549 | $18.2M | 0.01% | +32,312+114.4% | Added |
| Legal & General Group Plc | 60,760 | $18.3M | 0.01% | −3,911−6.0% | Reduced |
| Iridian Asset Management LLC | 68,837 | $20.7M | 4.06% | +6,171+9.8% | Added |
| Ensign Peak Advisors, Inc | 72,459 | $21.8M | 0.04% | −246−0.3% | Reduced |
| New York State Common Retirement Fund | 72,517 | $21.8M | 0.03% | −3,114−4.1% | Reduced |
| Bridges Investment Management Inc | 73,498 | $22.1M | 0.69% | +21,130+40.3% | Added |
| River Road Asset Management, LLC | 78,280 | $23.6M | 0.32% | −4,380−5.3% | Reduced |
| First Trust Advisors LP | 79,285 | $23.9M | 0.02% | +1,135+1.5% | Added |
| Rhumbline Advisers | 82,169 | $24.7M | 0.02% | −3,087−3.6% | Reduced |
| Boston Partners | 93,056 | $27.5M | 0.03% | +10,141+12.2% | Added |
| Ameriprise Financial Inc | 91,588 | $27.6M | 0.01% | −1,631−1.7% | Reduced |
| Franklin Resources Inc | 95,505 | $28.7M | 0.01% | −5,159−5.1% | Reduced |
| Perpetual Ltd | 98,127 | $29.5M | 0.29% | +2,838+3.0% | Added |
| Nuveen Asset Management, LLC | 100,252 | $30.2M | 0.01% | +2,653+2.7% | Added |
| Principal Financial Group Inc | 103,629 | $31.2M | 0.02% | +2,621+2.6% | Added |
| Kennedy Capital Management, Inc. | 103,645 | $31.2M | 0.64% | −23,220−18.3% | Reduced |
| Bank of America Corp | 104,224 | $31.4M | 0.00% | −5,702−5.2% | Reduced |
| Clearbridge Investments, LLC | 117,325 | $35.3M | 0.03% | −281−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 139,544 | $42.0M | 0.04% | +1,351+1.0% | Added |
| SRS Investment Management, LLC | 142,831 | $43.0M | 0.59% | −219,536−60.6% | Reduced |
| Brandywine Global Investment Management, LLC | 148,485 | $44.7M | 0.32% | +8,268+5.9% | Added |
| Point72 Asset Management, L.P. | 171,175 | $51.5M | 0.15% | +23,932+16.3% | Added |
| British Columbia Investment Management Corp | 171,800 | $51.7M | 0.36% | +23,800+16.1% | Added |
| Northern Trust Corp | 176,918 | $53.2M | 0.01% | −26,002−12.8% | Reduced |
| Fiera Capital Corp | 189,689 | $57.1M | 0.17% | +5,277+2.9% | Added |
| Russell Investments Group, Ltd. | 203,062 | $61.3M | 0.10% | +20,416+11.2% | Added |
| Chicago Capital, LLC | 213,731 | $64.3M | 1.96% | +11,808+5.8% | Added |
| Charles Schwab Investment Management Inc | 214,765 | $64.6M | 0.01% | +6,236+3.0% | Added |
| Invesco Ltd. | 224,519 | $67.5M | 0.01% | +19,130+9.3% | Added |
| Cardinal Capital Management LLC | 226,310 | $68.1M | 3.42% | −35,572−13.6% | Reduced |
| Tensile Capital Management LP | 233,975 | $70.4M | 7.70% | +25,000+12.0% | Added |
| Bank of New York Mellon Corp | 255,080 | $76.7M | 0.01% | −17,922−6.6% | Reduced |
| JPMorgan Chase & Co | 265,917 | $80.0M | 0.01% | −43,744−14.1% | Reduced |
| Eventide Asset Management, LLC | 276,752 | $83.3M | 1.31% | +8,875+3.3% | Added |
| Frontier Capital Management Co LLC | 293,304 | $88.2M | 0.82% | +30,702+11.7% | Added |
| Cadian Capital Management, LP | 320,000 | $96.3M | 3.42% | 00.0% | Unchanged |
| Norges Bank | 357,425 | $107.5M | 0.02% | −19,081−5.1% | Reduced |
| Cooperman Leon G | 416,085 | $125.2M | 5.22% | 00.0% | Unchanged |
| Morgan Stanley | 425,272 | $127.9M | 0.01% | −65,473−13.3% | Reduced |
| Geode Capital Management, LLC | 442,409 | $133.1M | 0.01% | +13,871+3.2% | Added |
| Lyrical Asset Management LP | 531,892 | $160.0M | 2.38% | +17,385+3.4% | Added |
| Alliancebernstein L.P. | 532,160 | $160.1M | 0.06% | −30,432−5.4% | Reduced |