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, Q2 2024
Institutional positions in Lithia Motors Inc as of Jun 30, 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
- 375
- −33 vs. Q1 2024
- Shares held
- 27.6M
- −846.0K (−3.0%) vs. Q1 2024
- Total value
- $6.95B
- −$1.59B (−18.6%) vs. Q1 2024
- New holders
- 50
- 129 more added
- Sold out
- 83
- 139 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,784,960 | $703.1M | 0.01% | −24,315−0.9% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 2,391,188 | $603.7M | 11.80% | 00.0% | Unchanged |
| BlackRock Inc. | 2,353,792 | $594.2M | 0.01% | −17,879−0.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,017,367 | $509.3M | 0.86% | −43,606−2.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,700,893 | $429.4M | 1.47% | +217,867+14.7% | Added |
| Dimensional Fund Advisors LP | 1,016,520 | $256.6M | 0.07% | +203,543+25.0% | Added |
| MFN Partners Management, LP | 890,000 | $224.7M | 7.62% | −661,077−42.6% | Reduced |
| Brave Warrior Advisors, LLC | 855,172 | $215.9M | 4.78% | +87,671+11.4% | Added |
| State Street Corp | 830,155 | $209.6M | 0.01% | −8,289−1.0% | Reduced |
| Conifer Management, L.L.C. | 700,000 | $176.7M | 21.67% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 690,311 | $174.3M | 0.17% | −37,538−5.2% | Reduced |
| FMR LLC | 667,488 | $168.5M | 0.01% | +22,659+3.5% | Added |
| Royal London Asset Management Ltd | 562,827 | $142.1M | 0.36% | −68,203−10.8% | Reduced |
| Lyrical Asset Management LP | 520,905 | $131.5M | 2.11% | −10,987−2.1% | Reduced |
| Geode Capital Management, LLC | 451,716 | $114.1M | 0.01% | +9,307+2.1% | Added |
| Cooperman Leon G | 416,085 | $105.0M | 4.43% | 00.0% | Unchanged |
| Morgan Stanley | 410,081 | $103.5M | 0.01% | −15,191−3.6% | Reduced |
| Norges Bank | 348,171 | $87.9M | 0.01% | −9,254−2.6% | Reduced |
| River Road Asset Management, LLC | 286,400 | $72.3M | 1.04% | +208,120+265.9% | Added |
| Bank of New York Mellon Corp | 260,470 | $65.8M | 0.01% | +5,390+2.1% | Added |
| Tensile Capital Management LP | 255,275 | $64.4M | 7.11% | +21,300+9.1% | Added |
| Eventide Asset Management, LLC | 245,690 | $62.0M | 1.06% | −31,062−11.2% | Reduced |
| Invesco Ltd. | 236,042 | $59.6M | 0.01% | +11,523+5.1% | Added |
| Charles Schwab Investment Management Inc | 222,866 | $56.3M | 0.01% | +8,101+3.8% | Added |
| JPMorgan Chase & Co | 222,239 | $56.1M | 0.00% | −43,678−16.4% | Reduced |
| Chicago Capital, LLC | 214,436 | $54.1M | 1.61% | +705+0.3% | Added |
| Frontier Capital Management Co LLC | 203,854 | $51.5M | 0.51% | −89,450−30.5% | Reduced |
| Russell Investments Group, Ltd. | 202,161 | $50.9M | 0.08% | −901−0.4% | Reduced |
| Northern Trust Corp | 198,638 | $50.1M | 0.01% | +21,720+12.3% | Added |
| Fiera Capital Corp | 191,894 | $48.4M | 0.15% | +2,205+1.2% | Added |
| Manufacturers Life Insurance Company, The | 166,755 | $42.1M | 0.04% | +27,211+19.5% | Added |
| British Columbia Investment Management Corp | 161,700 | $40.8M | 0.25% | −10,100−5.9% | Reduced |
| Bridges Investment Management Inc | 160,860 | $40.6M | 0.62% | +87,362+118.9% | Added |
| Balyasny Asset Management LLC | 145,064 | $36.6M | 0.09% | +95,379+192.0% | Added |
| Advent International Corp | 142,000 | $35.8M | 0.86% | +142,000 | New |
| Cadian Capital Management, LP | 141,750 | $35.8M | 1.78% | −178,250−55.7% | Reduced |
| Millennium Management LLC | 134,112 | $33.9M | 0.03% | +91,021+211.2% | Added |
| Schonfeld Strategic Advisors LLC | 132,598 | $33.5M | 0.26% | +132,598 | New |
| Brandywine Global Investment Management, LLC | 130,540 | $33.0M | 0.25% | −17,945−12.1% | Reduced |
| Clearbridge Investments, LLC | 119,963 | $30.3M | 0.02% | +2,638+2.2% | Added |
| Bank of America Corp | 112,888 | $28.5M | 0.00% | +8,664+8.3% | Added |
| Ameriprise Financial Inc | 107,447 | $27.1M | 0.01% | +15,859+17.3% | Added |
| Perpetual Ltd | 99,600 | $25.1M | 0.27% | +1,473+1.5% | Added |
| Nuveen Asset Management, LLC | 97,920 | $24.7M | 0.01% | −2,332−2.3% | Reduced |
| First Trust Advisors LP | 97,353 | $24.6M | 0.03% | +18,068+22.8% | Added |
| Franklin Resources Inc | 93,638 | $23.6M | 0.01% | −1,867−2.0% | Reduced |
| J. Goldman & Co LP | 92,006 | $23.2M | 0.86% | +92,006 | New |
| Principal Financial Group Inc | 91,269 | $23.0M | 0.01% | −12,360−11.9% | Reduced |
| Boston Partners | 89,396 | $21.8M | 0.03% | −3,660−3.9% | Reduced |
| Rhumbline Advisers | 80,445 | $20.3M | 0.02% | −1,724−2.1% | Reduced |
| Kennedy Capital Management, Inc. | 79,696 | $20.1M | 0.43% | −23,949−23.1% | Reduced |
| Iridian Asset Management LLC | 73,040 | $18.4M | 4.16% | +4,203+6.1% | Added |
| Ensign Peak Advisors, Inc | 72,609 | $18.3M | 0.03% | +150+0.2% | Added |
| New York State Common Retirement Fund | 72,522 | $18.3M | 0.02% | +50.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 70,589 | $17.8M | 0.06% | +70,589 | New |
| Westwood Holdings Group Inc. | 70,405 | $17.8M | 0.08% | +13,126+22.9% | Added |
| UBS Asset Management Americas Inc | 68,272 | $17.2M | 0.00% | +19,547+40.1% | Added |
| UBS Group AG | 57,158 | $14.4M | 0.00% | −3,391−5.6% | Reduced |
| Lido Advisors, LLC | 56,011 | $14.1M | 0.12% | +18,000+47.4% | Added |
| Swiss National Bank | 54,200 | $13.7M | 0.01% | −100−0.2% | Reduced |
| Legal & General Group Plc | 53,831 | $13.6M | 0.00% | −6,929−11.4% | Reduced |
| Retirement Systems of Alabama | 51,726 | $13.1M | 0.05% | −733−1.4% | Reduced |
| CIBC Private Wealth Group, LLC | 51,858 | $12.9M | 0.02% | +14,940+40.5% | Added |
| SEI Investments Co | 50,321 | $12.7M | 0.02% | +12,460+32.9% | Added |
| Logan Capital Management Inc | 49,728 | $12.6M | 0.54% | −484−1.0% | Reduced |
| Bank of Montreal | 48,919 | $12.4M | 0.01% | +45,866+1,502.3% | Added |
| Alliancebernstein L.P. | 48,507 | $12.2M | 0.00% | −483,653−90.9% | Reduced |
| Barclays PLC | 44,243 | $11.2M | 0.01% | −6,840−13.4% | Reduced |
| Cardinal Capital Management LLC | 43,823 | $11.1M | 3.03% | −182,487−80.6% | Reduced |
| Engle Capital Management, L.P. | 43,000 | $10.9M | 3.85% | −2,000−4.4% | Reduced |
| California Public Employees Retirement System | 42,130 | $10.6M | 0.01% | +2,423+6.1% | Added |
| New York State Teachers Retirement System | 37,230 | $9.40M | 0.02% | −800−2.1% | Reduced |
| Dana Investment Advisors, Inc. | 37,203 | $9.39M | 0.32% | −485−1.3% | Reduced |
| Envestnet Asset Management Inc | 36,532 | $9.22M | 0.00% | −12,372−25.3% | Reduced |
| Goldman Sachs Group Inc | 36,241 | $9.15M | 0.00% | −13,269−26.8% | Reduced |
| Corebridge Financial, Inc. | 34,662 | $8.75M | 0.05% | +34,662 | New |
| Channing Capital Management, LLC | 34,061 | $8.60M | 0.24% | +3,671+12.1% | Added |
| Raymond James & Associates | 30,898 | $7.80M | 0.01% | +12,356+66.6% | Added |
| Wells Fargo & Company | 30,766 | $7.77M | 0.00% | +1,636+5.6% | Added |
| GW&K Investment Management, LLC | 29,182 | $7.37M | 0.07% | −10,329−26.1% | Reduced |
| Man Group plc | 28,105 | $7.10M | 0.02% | +16,628+144.9% | Added |
| California State Teachers Retirement System | 27,210 | $6.87M | 0.01% | −633−2.3% | Reduced |
| Marshall Wace, LLP | 26,549 | $6.70M | 0.01% | +26,549 | New |
| Citadel Advisors LLC | 24,941 | $6.30M | 0.01% | +17,315+227.1% | Added |
| Parkwood LLC | 24,606 | $6.21M | 0.78% | +3,166+14.8% | Added |
| EVR Research LP | 24,000 | $6.06M | 1.81% | +24,000 | New |
| Moran Wealth Management, LLC | 22,862 | $5.77M | 0.19% | +244+1.1% | Added |
| Great West Life Assurance Co | 21,972 | $5.54M | 0.01% | +1,752+8.7% | Added |
| First Eagle Investment Management, LLC | 21,558 | $5.44M | 0.01% | −9,332−30.2% | Reduced |
| Algert Global LLC | 21,493 | $5.43M | 0.18% | +15,473+257.0% | Added |
| Comerica Bank | 21,373 | $5.40M | 0.02% | −8,100−27.5% | Reduced |
| Jane Street Group, LLC | 20,825 | $5.26M | 0.01% | −763−3.5% | Reduced |
| State of Wisconsin Investment Board | 20,652 | $5.21M | 0.01% | −19,876−49.0% | Reduced |
| Steamboat Capital Partners, LLC | 20,023 | $5.05M | 1.86% | −10,540−34.5% | Reduced |
| CenterBook Partners LP | 19,791 | $5.00M | 0.31% | +2,465+14.2% | Added |
| Squarepoint Ops LLC | 19,694 | $4.97M | 0.02% | −40,627−67.4% | Reduced |
| BNP Paribas Arbitrage, SA | 19,359 | $4.89M | 0.01% | +221+1.2% | Added |
| S&T Bank | 19,051 | $4.81M | 1.23% | −8,814−31.6% | Reduced |
| State Board of Administration of Florida Retirement System | 18,636 | $4.70M | 0.01% | −679−3.5% | Reduced |
| Royal Bank of Canada | 17,365 | $4.38M | 0.00% | −21,171−54.9% | Reduced |