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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 851 | $214.9K | 0.00% | −242−22.1% | Reduced |
| Park Avenue Securities LLC | 893 | $226.0K | 0.00% | −583−39.5% | Reduced |
| ExodusPoint Capital Management, LP | 927 | $234.0K | 0.00% | −15,944−94.5% | Reduced |
| Isthmus Partners, LLC | 931 | $235.0K | 0.03% | +61+7.0% | Added |
| National Bank of Canada | 936 | $236.0K | 0.00% | −4−0.4% | Reduced |
| Seeds Investor LLC | 937 | $236.7K | 0.12% | +937 | New |
| Fifth Third Wealth Advisors LLC | 958 | $241.8K | 0.02% | +958 | New |
| CI Private Wealth, LLC | 981 | $247.7K | 0.00% | +109+12.5% | Added |
| HSBC Holdings PLC | 986 | $248.7K | 0.00% | −153−13.4% | Reduced |
| Haverford Trust Co | 999 | $252.2K | 0.00% | +52+5.5% | Added |
| Dalton Investments LLC | 1,000 | $252.4K | 0.14% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,000 | $252.4K | 0.01% | +1,000 | New |
| Malaga Cove Capital, LLC | 1,043 | $263.3K | 0.11% | +1,043 | New |
| Connors Investor Services Inc | 1,055 | $266.3K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,069 | $269.9K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,077 | $271.9K | 0.11% | +1,077 | New |
| Assenagon Asset Management S.A. | 1,095 | $276.4K | 0.00% | −1,034−48.6% | Reduced |
| MML Investors Services, LLC | 1,095 | $277.0K | 0.00% | −434−28.4% | Reduced |
| Mercer Global Advisors Inc | 1,103 | $278.5K | 0.00% | −122−10.0% | Reduced |
| Shelton Capital Management | 1,121 | $283.0K | 0.01% | −60−5.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,136 | $286.8K | 0.00% | −1,250−52.4% | Reduced |
| Innealta Capital, LLC | 1,166 | $294.4K | 0.10% | +1,166 | New |
| Cerity Partners LLC | 1,169 | $295.1K | 0.00% | −866−42.6% | Reduced |
| Quantinno Capital Management LP | 1,207 | $304.7K | 0.01% | +1,207 | New |
| Change Path, LLC | 1,260 | $318.0K | 0.02% | +216+20.7% | Added |
| Walleye Trading LLC | 1,266 | $319.6K | 0.01% | −619−32.8% | Reduced |
| Commonwealth Equity Services, LLC | 1,270 | $321.0K | 0.00% | +137+12.1% | Added |
| Factorial Partners, LLC | 1,280 | $323.1K | 0.20% | −1,120−46.7% | Reduced |
| ProShare Advisors LLC | 1,293 | $326.4K | 0.00% | −50−3.7% | Reduced |
| nVerses Capital, LLC | 1,300 | $328.2K | 0.20% | +1,300 | New |
| Bristlecone Advisors, LLC | 1,325 | $334.5K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 1,343 | $339.0K | 0.01% | +1,343 | New |
| The PNC Financial Services Group, Inc. | 1,355 | $342.1K | 0.00% | −68−4.8% | Reduced |
| Scientech Research LLC | 1,364 | $344.3K | 0.07% | +401+41.6% | Added |
| Tower Research Capital LLC (TRC) | 1,408 | $355.4K | 0.01% | −1,292−47.9% | Reduced |
| Truist Financial Corp | 1,410 | $355.9K | 0.00% | −8,492−85.8% | Reduced |
| Occudo Quantitative Strategies LP | 1,438 | $363.0K | 0.06% | +142+11.0% | Added |
| Aigen Investment Management, LP | 1,499 | $378.4K | 0.07% | +1,499 | New |
| HighTower Advisors, LLC | 1,423 | $379.0K | 0.00% | −323−18.5% | Reduced |
| Creative Planning | 1,572 | $396.9K | 0.00% | −15−0.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,587 | $400.5K | 0.00% | +213+15.5% | Added |
| Campbell & CO Investment Adviser LLC | 1,589 | $401.1K | 0.03% | −2,742−63.3% | Reduced |
| Crossmark Global Holdings, Inc. | 1,633 | $412.0K | 0.01% | −315−16.2% | Reduced |
| Advisor Group Holdings, Inc. | 1,652 | $417.1K | 0.00% | +34+2.1% | Added |
| Guggenheim Capital LLC | 1,654 | $417.6K | 0.00% | +43+2.7% | Added |
| US Bancorp | 1,684 | $425.1K | 0.00% | −188−10.0% | Reduced |
| Snowden Capital Advisors LLC | 1,741 | $439.5K | 0.01% | −43−2.4% | Reduced |
| XTX Topco Ltd | 1,762 | $444.8K | 0.04% | +590+50.3% | Added |
| QRG Capital Management, Inc. | 1,767 | $446.1K | 0.01% | −155−8.1% | Reduced |
| Two Sigma Securities, LLC | 1,782 | $449.9K | 0.02% | +1,782 | New |
| Burney Co | 1,794 | $452.9K | 0.02% | −128−6.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,802 | $454.9K | 0.04% | +3+0.2% | Added |
| M&T Bank Corp | 1,862 | $469.8K | 0.00% | −311−14.3% | Reduced |
| FourThought Financial Partners, LLC | 1,912 | $482.7K | 0.06% | +112+6.2% | Added |
| Thrive Capital Management, LLC | 2,006 | $506.6K | 0.23% | +1,221+155.5% | Added |
| HITE Hedge Asset Management LLC | 2,018 | $509.4K | 0.05% | +2,018 | New |
| Entropy Technologies, LP | 2,022 | $510.5K | 0.06% | +2,022 | New |
| HRT Financial LP | 2,054 | $518.0K | 0.00% | −8,941−81.3% | Reduced |
| Janney Montgomery Scott LLC | 2,061 | $520.0K | 0.00% | +947+85.0% | Added |
| Maryland State Retirement & Pension System | 2,065 | $521.3K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 2,100 | $530.1K | 0.57% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,123 | $536.0K | 0.18% | +2,123 | New |
| Securian Asset Management, Inc | 2,186 | $551.9K | 0.02% | −148−6.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,261 | $570.8K | 0.00% | +476+26.7% | Added |
| Petrus Trust Company, LTA | 2,291 | $578.4K | 0.05% | +632+38.1% | Added |
| Neuberger Berman Group LLC | 2,302 | $581.1K | 0.00% | −504−18.0% | Reduced |
| Rafferty Asset Management, LLC | 2,319 | $585.4K | 0.00% | +505+27.8% | Added |
| Federated Hermes, Inc. | 2,322 | $586.2K | 0.00% | −207−8.2% | Reduced |
| FORA Capital, LLC | 2,337 | $590.0K | 0.07% | −918−28.2% | Reduced |
| Mariner, LLC | 2,374 | $599.3K | 0.00% | −1,188−33.4% | Reduced |
| Harbor Capital Advisors, Inc. | 2,405 | $607.0K | 0.05% | +2,405 | New |
| D. E. Shaw & Co., Inc. | 2,492 | $629.1K | 0.00% | +2,492 | New |
| Prudential Financial Inc | 2,503 | $631.9K | 0.00% | −347−12.2% | Reduced |
| Values First Advisors, Inc. | 2,523 | $637.0K | 0.38% | −56−2.2% | Reduced |
| AQR Capital Management LLC | 2,565 | $644.7K | 0.00% | +520+25.4% | Added |
| Captrust Financial Advisors | 2,583 | $652.1K | 0.00% | −39−1.5% | Reduced |
| JustInvest LLC | 2,628 | $663.4K | 0.01% | +72+2.8% | Added |
| Deutsche Bank AG | 2,705 | $682.9K | 0.00% | −106−3.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,706 | $683.0K | 0.00% | +238+9.6% | Added |
| Walleye Capital LLC | 2,711 | $684.4K | 0.01% | +433+19.0% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 2,724 | $687.7K | 0.01% | +393+16.9% | Added |
| Intech Investment Management LLC | 2,821 | $712.2K | 0.01% | +2,821 | New |
| Public Employees Retirement Association of Colorado | 2,932 | $740.0K | 0.00% | −99−3.3% | Reduced |
| Camelot Portfolios, LLC | 2,950 | $744.7K | 0.42% | +474+19.1% | Added |
| Qsemble Capital Management, LP | 2,961 | $747.5K | 0.14% | +1,910+181.7% | Added |
| State of Alaska, Department of Revenue | 2,975 | $751.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,999 | $757.1K | 0.03% | −8−0.3% | Reduced |
| Pathstone Holdings, LLC | 3,061 | $772.8K | 0.00% | +34+1.1% | Added |
| Fox Run Management, L.L.C. | 3,101 | $782.8K | 0.15% | +3,101 | New |
| Jump Financial, LLC | 3,232 | $815.9K | 0.02% | +199+6.6% | Added |
| Toroso Investments, LLC | 3,279 | $827.8K | 0.01% | +1,417+76.1% | Added |
| New York Life Investment Management LLC | 3,298 | $832.6K | 0.01% | +306+10.2% | Added |
| Ashton Thomas Private Wealth, LLC | 3,362 | $848.7K | 0.05% | −106−3.1% | Reduced |
| Warren Averett Asset Management, LLC | 3,421 | $863.6K | 0.02% | +521+18.0% | Added |
| Axq Capital, LP | 3,427 | $865.1K | 0.20% | +72+2.1% | Added |
| Xponance, Inc. | 3,431 | $866.2K | 0.01% | −643−15.8% | Reduced |
| Brevan Howard Capital Management LP | 3,468 | $875.5K | 0.06% | +1,413+68.8% | Added |
| Pictet Asset Management Holding SA | 3,494 | $882.1K | 0.00% | −40−1.1% | Reduced |
| South Dakota Investment Council | 3,595 | $908.0K | 0.02% | +262+7.9% | Added |
| Koss-Olinger Consulting, LLC | 3,755 | $948.0K | 0.09% | +3,755 | New |