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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 3,015 | $907.0K | 0.02% | −6,464−68.2% | Reduced |
| IFP Advisors, Inc | 3,007 | $904.7K | 0.04% | +263+9.6% | Added |
| Exchange Traded Concepts, LLC | 2,998 | $902.0K | 0.02% | +2,998 | New |
| New York Life Investment Management LLC | 2,992 | $900.2K | 0.01% | −70−2.3% | Reduced |
| State of Alaska, Department of Revenue | 2,975 | $895.0K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,900 | $872.4K | 0.02% | +12+0.4% | Added |
| Prudential Financial Inc | 2,850 | $857.4K | 0.00% | −1,343−32.0% | Reduced |
| Deutsche Bank AG | 2,811 | $845.7K | 0.00% | +57+2.1% | Added |
| Neuberger Berman Group LLC | 2,806 | $844.2K | 0.00% | −759−21.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,706 | $814.1K | 0.06% | +2,706 | New |
| Tower Research Capital LLC (TRC) | 2,700 | $812.3K | 0.02% | +1,029+61.6% | Added |
| Captrust Financial Advisors | 2,622 | $788.9K | 0.00% | −11,697−81.7% | Reduced |
| Values First Advisors, Inc. | 2,579 | $776.0K | 0.45% | +76+3.0% | Added |
| JustInvest LLC | 2,556 | $769.0K | 0.02% | −1,212−32.2% | Reduced |
| Federated Hermes, Inc. | 2,529 | $760.9K | 0.00% | −215−7.8% | Reduced |
| Two Sigma Investments, LP | 2,524 | $759.4K | 0.00% | +2,524 | New |
| Wealth Enhancement Advisory Services, LLC | 2,489 | $748.8K | 0.00% | +98+4.1% | Added |
| Camelot Portfolios, LLC | 2,476 | $745.2K | 0.73% | −418−14.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,468 | $743.0K | 0.00% | +149+6.4% | Added |
| Factorial Partners, LLC | 2,400 | $722.1K | 0.41% | −3,700−60.7% | Reduced |
| Nisa Investment Advisors, LLC | 2,386 | $717.9K | 0.00% | +50+2.1% | Added |
| Centiva Capital, LP | 2,376 | $714.8K | 0.04% | +2,376 | New |
| Pearl River Capital, LLC | 2,375 | $714.5K | 0.11% | +2,375 | New |
| Securian Asset Management, Inc | 2,334 | $702.2K | 0.02% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 2,331 | $701.3K | 0.01% | −30−1.3% | Reduced |
| Walleye Capital LLC | 2,278 | $685.4K | 0.01% | +2,278 | New |
| Quantitative Investment Management, LLC | 2,197 | $660.0K | 0.04% | +2,197 | New |
| M&T Bank Corp | 2,173 | $653.7K | 0.00% | −278−11.3% | Reduced |
| Inceptionr LLC | 2,140 | $643.8K | 0.17% | +2,140 | New |
| Assenagon Asset Management S.A. | 2,129 | $640.5K | 0.00% | +2,129 | New |
| 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 |
| Corton Capital Inc. | 2,093 | $629.7K | 0.23% | +9+0.4% | Added |
| Vestcor Inc | 2,073 | $624.0K | 0.02% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,055 | $618.3K | 0.06% | +2,055 | New |
| AQR Capital Management LLC | 2,045 | $615.3K | 0.00% | +107+5.5% | Added |
| Cerity Partners LLC | 2,035 | $612.3K | 0.00% | +750+58.4% | Added |
| Crossmark Global Holdings, Inc. | 1,948 | $586.0K | 0.01% | +143+7.9% | Added |
| Burney Co | 1,922 | $578.3K | 0.02% | −207−9.7% | Reduced |
| QRG Capital Management, Inc. | 1,922 | $578.3K | 0.01% | +6+0.3% | Added |
| Walleye Trading LLC | 1,885 | $567.1K | 0.01% | +1,885 | New |
| US Bancorp | 1,872 | $563.2K | 0.00% | −108−5.5% | Reduced |
| Toroso Investments, LLC | 1,862 | $560.2K | 0.01% | −99−5.0% | Reduced |
| Rafferty Asset Management, LLC | 1,814 | $545.8K | 0.00% | −406−18.3% | Reduced |
| FourThought Financial Partners, LLC | 1,800 | $541.4K | 0.06% | +191+11.9% | Added |
| Mount Yale Investment Advisors, LLC | 1,799 | $541.2K | 0.04% | +6+0.3% | Added |
| HighTower Advisors, LLC | 1,746 | $539.0K | 0.00% | −23−1.3% | Reduced |
| Maryland State Retirement & Pension System | 2,065 | $538.7K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,785 | $537.0K | 0.00% | +1,782+59,400.0% | Added |
| Snowden Capital Advisors LLC | 1,784 | $536.7K | 0.02% | −41−2.2% | Reduced |
| Petrus Trust Company, LTA | 1,659 | $499.1K | 0.05% | +1,659 | New |
| OneAscent Financial Services LLC | 1,643 | $494.0K | 0.05% | −45−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,618 | $486.8K | 0.00% | −1,842−53.2% | Reduced |
| Guggenheim Capital LLC | 1,611 | $484.7K | 0.00% | −264−14.1% | Reduced |
| Creative Planning | 1,587 | $477.3K | 0.00% | +89+5.9% | Added |
| MML Investors Services, LLC | 1,529 | $460.0K | 0.00% | −469−23.5% | Reduced |
| Shell Asset Management Co | 1,795 | $453.0K | 0.02% | +905+101.7% | Added |
| Park Avenue Securities LLC | 1,476 | $444.0K | 0.01% | −523−26.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,423 | $428.1K | 0.00% | −767−35.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,374 | $413.5K | 0.00% | −719−34.4% | Reduced |
| ProShare Advisors LLC | 1,343 | $404.1K | 0.00% | −104−7.2% | Reduced |
| Bristlecone Advisors, LLC | 1,325 | $398.6K | 0.04% | +90+7.3% | Added |
| Occudo Quantitative Strategies LP | 1,296 | $389.9K | 0.07% | +1,296 | New |
| Quest Partners LLC | 1,288 | $387.5K | 0.07% | +1,288 | New |
| Mercer Global Advisors Inc | 1,225 | $369.0K | 0.00% | −338−21.6% | Reduced |
| First Hawaiian Bank | 1,218 | $366.4K | 0.01% | −49−3.9% | Reduced |
| Shelton Capital Management | 1,181 | $355.3K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,172 | $352.6K | 0.05% | +1,172 | New |
| HSBC Holdings PLC | 1,139 | $342.6K | 0.00% | −13,864−92.4% | Reduced |
| Commonwealth Equity Services, LLC | 1,133 | $341.0K | 0.00% | −199−14.9% | Reduced |
| Janney Montgomery Scott LLC | 1,114 | $335.0K | 0.00% | +285+34.4% | Added |
| GWM Advisors LLC | 1,093 | $328.9K | 0.00% | −257−19.0% | Reduced |
| 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 |
| Connors Investor Services Inc | 1,055 | $317.4K | 0.03% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 1,051 | $316.2K | 0.07% | +1,051 | New |
| OneAscent Wealth Management LLC | 1,047 | $315.0K | 0.12% | −138−11.6% | Reduced |
| Change Path, LLC | 1,044 | $314.0K | 0.01% | +78+8.1% | Added |
| Dalton Investments LLC | 1,000 | $300.9K | 0.18% | 00.0% | Unchanged |
| Regions Financial Corp | 987 | $296.9K | 0.00% | −507−33.9% | Reduced |
| Numerai GP LLC | 971 | $292.1K | 0.13% | −1,372−58.6% | Reduced |
| Coldstream Capital Management Inc | 963 | $289.7K | 0.01% | −513−34.8% | Reduced |
| Scientech Research LLC | 963 | $289.7K | 0.15% | +963 | New |
| ISAM Funds (UK) Ltd | 953 | $286.7K | 0.16% | +953 | New |
| Phoenix Holdings Ltd. | 950 | $285.0K | 0.00% | +950 | New |
| Ethic Inc. | 947 | $284.9K | 0.01% | +9+1.0% | Added |
| Haverford Trust Co | 947 | $284.9K | 0.00% | −697−42.4% | Reduced |
| Fred Alger Management, LLC | 929 | $279.5K | 0.00% | +929 | New |
| Engineers Gate Manager LP | 928 | $279.2K | 0.01% | +928 | New |
| Oracle Alpha Inc. | 882 | $265.4K | 0.48% | −29−3.2% | Reduced |
| CI Private Wealth, LLC | 872 | $262.4K | 0.00% | +91+11.7% | Added |
| Isthmus Partners, LLC | 870 | $261.7K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 860 | $258.7K | 0.00% | +37+4.5% | Added |
| Blair William & Co | 836 | $251.4K | 0.00% | −51−5.7% | Reduced |
| National Bank of Canada | 940 | $248.4K | 0.00% | +40+4.4% | Added |
| Consolidated Planning Corp | 812 | $244.3K | 0.04% | +812 | New |
| Profund Advisors LLC | 795 | $239.2K | 0.01% | +31+4.1% | Added |
| Thrive Capital Management, LLC | 785 | $236.4K | 0.13% | +785 | New |
| Oxford Asset Management LLP | 780 | $234.7K | 0.25% | +780 | New |
| Panagora Asset Management Inc | 778 | $234.1K | 0.00% | 00.0% | Unchanged |