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 |
|---|---|---|---|---|---|
| Royal London Asset Management Ltd | 631,030 | $189.9M | 0.47% | +14,176+2.3% | Added |
| FMR LLC | 644,829 | $194.0M | 0.01% | +110,817+20.8% | Added |
| Conifer Management, L.L.C. | 700,000 | $210.6M | 23.24% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 727,849 | $219.0M | 0.23% | +48,938+7.2% | Added |
| Brave Warrior Advisors, LLC | 767,501 | $230.9M | 4.83% | −56,481−6.9% | Reduced |
| Dimensional Fund Advisors LP | 812,977 | $244.6M | 0.07% | +34,503+4.4% | Added |
| State Street Corp | 838,444 | $252.3M | 0.01% | +21,140+2.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,483,026 | $446.2M | 1.50% | −51,136−3.3% | Reduced |
| MFN Partners Management, LP | 1,551,077 | $466.7M | 13.24% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,060,973 | $620.1M | 1.00% | +36,266+1.8% | Added |
| BlackRock Inc. | 2,371,671 | $713.5M | 0.02% | +19,442+0.8% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 2,391,188 | $719.4M | 22.47% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,809,275 | $845.2M | 0.02% | −14,094−0.5% | Reduced |
| FIL Ltd | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −14,797−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −8,152−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −5,038−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,014−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −2,919−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,915−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −2,370−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −2,243−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −2,005−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −1,946−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,208−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −827−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −799−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Smith, Graham & Co., Investment Advisors, LP | – | – | – | – | Not filed |
| Provence Wealth Management Group | – | – | – | – | Not filed |