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 |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 252 | $0 | 0.00% | +250+12,500.0% | Added |
| Quest Partners LLC | 1 | $252 | 0.00% | −1,287−99.9% | Reduced |
| Bokf, NA | 1 | $252 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $253 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 2 | $505 | 0.00% | −5−71.4% | Reduced |
| St Germain D J Co Inc | 2 | $505 | 0.00% | −1−33.3% | Reduced |
| Central Trust Co | 2 | $505 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $505 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 3 | $757 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $757 | 0.00% | +3 | New |
| JJJ Advisors Inc. | 3 | $758 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 4 | $1.20K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $1.26K | 0.00% | +2+66.7% | Added |
| AdvisorNet Financial, Inc | 5 | $1.26K | 0.00% | +5 | New |
| Sachetta, LLC | 5 | $1.33K | 0.00% | +5 | New |
| Bellevue Asset Management, LLC | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $1.77K | 0.00% | +3+75.0% | Added |
| Manchester Capital Management LLC | 7 | $1.77K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.77K | 0.00% | +1+16.7% | Added |
| Prestige Wealth Management Group LLC | 8 | $2.02K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $2.02K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 9 | $2.27K | 0.00% | −478−98.2% | Reduced |
| Farther Finance Advisors, LLC | 10 | $2.52K | 0.00% | +5+100.0% | Added |
| Capital Advisors, Ltd. LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 12 | $3.03K | 0.00% | −15−55.6% | Reduced |
| Farmers & Merchants Investments Inc | 12 | $3.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $3.53K | 0.00% | +14 | New |
| Redwood Wealth Management Group, LLC | 14 | $3.53K | 0.00% | +14 | New |
| Washington Trust Advisors, Inc. | 15 | $3.79K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 15 | $3.79K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 16 | $4.04K | 0.00% | +8+100.0% | Added |
| Venturi Wealth Management, LLC | 17 | $4.29K | 0.00% | +3+21.4% | Added |
| HighMark Wealth Management LLC | 18 | $4.54K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $5.05K | 0.00% | −4−16.7% | Reduced |
| Frazier Financial Advisors, LLC | 21 | $5.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 23 | $6.23K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $6.31K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 27 | $6.82K | 0.00% | +13+92.9% | Added |
| Bell Investment Advisors, Inc | 28 | $7.07K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 29 | $7.32K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 30 | $8.00K | 0.01% | −1−3.2% | Reduced |
| Massmutual Trust Co FSB | 33 | $8.33K | 0.00% | +21+175.0% | Added |
| Principal Securities, Inc. | 37 | $9.34K | 0.00% | −3−7.5% | Reduced |
| Institutional & Family Asset Management, LLC | 37 | $9.34K | 0.00% | +9+32.1% | Added |
| Smartleaf Asset Management LLC | 39 | $9.80K | 0.00% | +17+77.3% | Added |
| Global Retirement Partners, LLC | 39 | $9.85K | 0.00% | +2+5.4% | Added |
| Deseret Mutual Benefit Administrators | 39 | $9.85K | 0.00% | +39 | New |
| Whittier Trust Co of Nevada Inc | 40 | $10.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 45 | $11.4K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 50 | $12.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54 | $13.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $13.9K | 0.00% | +1+1.9% | Added |
| Bessemer Group Inc | 60 | $15.0K | 0.00% | +31+106.9% | Added |
| Riverview Trust Co | 60 | $15.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 70 | $17.7K | 0.00% | +70 | New |
| Clearstead Advisors, LLC | 75 | $18.9K | 0.00% | +75 | New |
| Plante Moran Financial Advisors, LLC | 77 | $19.4K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 90 | $22.7K | 0.00% | −21−18.9% | Reduced |
| LGT Financial Advisors LLC | 92 | $23.2K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $25.2K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 105 | $26.5K | 0.00% | −7−6.3% | Reduced |
| Allworth Financial LP | 105 | $26.6K | 0.00% | +83+377.3% | Added |
| GAMMA Investing LLC | 116 | $29.3K | 0.00% | +2+1.8% | Added |
| JFS Wealth Advisors, LLC | 122 | $30.8K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 125 | $32.0K | 0.00% | +2+1.6% | Added |
| Ci Investments Inc. | 143 | $36.0K | 0.00% | −49−25.5% | Reduced |
| CWM, LLC | 155 | $39.0K | 0.00% | −49−24.0% | Reduced |
| First Horizon Advisors, Inc. | 158 | $39.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 134 | $40.3K | 0.00% | +61+83.6% | Added |
| Simplex Trading, LLC | 166 | $41.0K | 0.00% | +166 | New |
| Montag A & Associates Inc | 175 | $44.2K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 182 | $45.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 191 | $48.2K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 201 | $50.7K | 0.00% | −111−35.6% | Reduced |
| Fifth Third Bancorp | 233 | $58.8K | 0.00% | +1+0.4% | Added |
| Newbridge Financial Services Group, Inc. | 300 | $75.7K | 0.03% | −2−0.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 318 | $80.2K | 0.02% | +318 | New |
| Nomura Asset Management Co Ltd | 358 | $90.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 366 | $92.4K | 0.01% | −109−22.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 368 | $92.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 342 | $102.9K | 0.00% | −3−0.9% | Reduced |
| Ossiam | 445 | $112.3K | 0.00% | +37+9.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 459 | $116.0K | 0.00% | +52+12.8% | Added |
| Headlands Technologies LLC | 461 | $116.4K | 0.01% | +461 | New |
| EverSource Wealth Advisors, LLC | 470 | $129.8K | 0.01% | −84−15.2% | Reduced |
| Twin Tree Management, LP | 536 | $135.3K | 0.00% | +536 | New |
| Lazard Asset Management LLC | 545 | $137.0K | 0.00% | +284+108.8% | Added |
| Jones Financial Companies LLLP | 551 | $139.1K | 0.00% | +551 | New |
| Point72 (DIFC) Ltd | 567 | $143.2K | 0.01% | +567 | New |
| EntryPoint Capital, LLC | 612 | $154.5K | 0.07% | +612 | New |
| Steward Partners Investment Advisory, LLC | 640 | $161.6K | 0.00% | +45+7.6% | Added |
| KBC Group NV | 680 | $172.0K | 0.00% | +84+14.1% | Added |
| CIBC Asset Management Inc | 796 | $200.9K | 0.00% | +21+2.7% | Added |
| Versor Investments LP | 800 | $202.0K | 0.04% | +800 | New |
| Ethic Inc. | 834 | $210.5K | 0.00% | −113−11.9% | Reduced |
| Mackenzie Financial Corp | 835 | $210.8K | 0.00% | +835 | New |