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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 36,241 | $9.15M | 0.00% | −13,269−26.8% | Reduced |
| Envestnet Asset Management Inc | 36,532 | $9.22M | 0.00% | −12,372−25.3% | Reduced |
| Dana Investment Advisors, Inc. | 37,203 | $9.39M | 0.32% | −485−1.3% | Reduced |
| New York State Teachers Retirement System | 37,230 | $9.40M | 0.02% | −800−2.1% | Reduced |
| California Public Employees Retirement System | 42,130 | $10.6M | 0.01% | +2,423+6.1% | Added |
| Engle Capital Management, L.P. | 43,000 | $10.9M | 3.85% | −2,000−4.4% | Reduced |
| Cardinal Capital Management LLC | 43,823 | $11.1M | 3.03% | −182,487−80.6% | Reduced |
| Barclays PLC | 44,243 | $11.2M | 0.01% | −6,840−13.4% | Reduced |
| Alliancebernstein L.P. | 48,507 | $12.2M | 0.00% | −483,653−90.9% | Reduced |
| Bank of Montreal | 48,919 | $12.4M | 0.01% | +45,866+1,502.3% | Added |
| Logan Capital Management Inc | 49,728 | $12.6M | 0.54% | −484−1.0% | Reduced |
| SEI Investments Co | 50,321 | $12.7M | 0.02% | +12,460+32.9% | Added |
| CIBC Private Wealth Group, LLC | 51,858 | $12.9M | 0.02% | +14,940+40.5% | Added |
| Retirement Systems of Alabama | 51,726 | $13.1M | 0.05% | −733−1.4% | Reduced |
| Legal & General Group Plc | 53,831 | $13.6M | 0.00% | −6,929−11.4% | Reduced |
| Swiss National Bank | 54,200 | $13.7M | 0.01% | −100−0.2% | Reduced |
| Lido Advisors, LLC | 56,011 | $14.1M | 0.12% | +18,000+47.4% | Added |
| UBS Group AG | 57,158 | $14.4M | 0.00% | −3,391−5.6% | Reduced |
| UBS Asset Management Americas Inc | 68,272 | $17.2M | 0.00% | +19,547+40.1% | Added |
| Westwood Holdings Group Inc. | 70,405 | $17.8M | 0.08% | +13,126+22.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 70,589 | $17.8M | 0.06% | +70,589 | New |
| New York State Common Retirement Fund | 72,522 | $18.3M | 0.02% | +50.0% | Added |
| Ensign Peak Advisors, Inc | 72,609 | $18.3M | 0.03% | +150+0.2% | Added |
| Iridian Asset Management LLC | 73,040 | $18.4M | 4.16% | +4,203+6.1% | Added |
| Kennedy Capital Management, Inc. | 79,696 | $20.1M | 0.43% | −23,949−23.1% | Reduced |
| Rhumbline Advisers | 80,445 | $20.3M | 0.02% | −1,724−2.1% | Reduced |
| Boston Partners | 89,396 | $21.8M | 0.03% | −3,660−3.9% | Reduced |
| Principal Financial Group Inc | 91,269 | $23.0M | 0.01% | −12,360−11.9% | Reduced |
| J. Goldman & Co LP | 92,006 | $23.2M | 0.86% | +92,006 | New |
| Franklin Resources Inc | 93,638 | $23.6M | 0.01% | −1,867−2.0% | Reduced |
| First Trust Advisors LP | 97,353 | $24.6M | 0.03% | +18,068+22.8% | Added |
| Nuveen Asset Management, LLC | 97,920 | $24.7M | 0.01% | −2,332−2.3% | Reduced |
| Perpetual Ltd | 99,600 | $25.1M | 0.27% | +1,473+1.5% | Added |
| Ameriprise Financial Inc | 107,447 | $27.1M | 0.01% | +15,859+17.3% | Added |
| Bank of America Corp | 112,888 | $28.5M | 0.00% | +8,664+8.3% | Added |
| Clearbridge Investments, LLC | 119,963 | $30.3M | 0.02% | +2,638+2.2% | Added |
| Brandywine Global Investment Management, LLC | 130,540 | $33.0M | 0.25% | −17,945−12.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 132,598 | $33.5M | 0.26% | +132,598 | New |
| Millennium Management LLC | 134,112 | $33.9M | 0.03% | +91,021+211.2% | Added |
| Cadian Capital Management, LP | 141,750 | $35.8M | 1.78% | −178,250−55.7% | Reduced |
| Advent International Corp | 142,000 | $35.8M | 0.86% | +142,000 | New |
| Balyasny Asset Management LLC | 145,064 | $36.6M | 0.09% | +95,379+192.0% | Added |
| Bridges Investment Management Inc | 160,860 | $40.6M | 0.62% | +87,362+118.9% | Added |
| British Columbia Investment Management Corp | 161,700 | $40.8M | 0.25% | −10,100−5.9% | Reduced |
| Manufacturers Life Insurance Company, The | 166,755 | $42.1M | 0.04% | +27,211+19.5% | Added |
| Fiera Capital Corp | 191,894 | $48.4M | 0.15% | +2,205+1.2% | Added |
| Northern Trust Corp | 198,638 | $50.1M | 0.01% | +21,720+12.3% | Added |
| Russell Investments Group, Ltd. | 202,161 | $50.9M | 0.08% | −901−0.4% | Reduced |
| Frontier Capital Management Co LLC | 203,854 | $51.5M | 0.51% | −89,450−30.5% | Reduced |
| Chicago Capital, LLC | 214,436 | $54.1M | 1.61% | +705+0.3% | Added |
| JPMorgan Chase & Co | 222,239 | $56.1M | 0.00% | −43,678−16.4% | Reduced |
| Charles Schwab Investment Management Inc | 222,866 | $56.3M | 0.01% | +8,101+3.8% | Added |
| Invesco Ltd. | 236,042 | $59.6M | 0.01% | +11,523+5.1% | Added |
| Eventide Asset Management, LLC | 245,690 | $62.0M | 1.06% | −31,062−11.2% | Reduced |
| Tensile Capital Management LP | 255,275 | $64.4M | 7.11% | +21,300+9.1% | Added |
| Bank of New York Mellon Corp | 260,470 | $65.8M | 0.01% | +5,390+2.1% | Added |
| River Road Asset Management, LLC | 286,400 | $72.3M | 1.04% | +208,120+265.9% | Added |
| Norges Bank | 348,171 | $87.9M | 0.01% | −9,254−2.6% | Reduced |
| Morgan Stanley | 410,081 | $103.5M | 0.01% | −15,191−3.6% | Reduced |
| Cooperman Leon G | 416,085 | $105.0M | 4.43% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 451,716 | $114.1M | 0.01% | +9,307+2.1% | Added |
| Lyrical Asset Management LP | 520,905 | $131.5M | 2.11% | −10,987−2.1% | Reduced |
| Royal London Asset Management Ltd | 562,827 | $142.1M | 0.36% | −68,203−10.8% | Reduced |
| FMR LLC | 667,488 | $168.5M | 0.01% | +22,659+3.5% | Added |
| Canada Pension Plan Investment Board | 690,311 | $174.3M | 0.17% | −37,538−5.2% | Reduced |
| Conifer Management, L.L.C. | 700,000 | $176.7M | 21.67% | 00.0% | Unchanged |
| State Street Corp | 830,155 | $209.6M | 0.01% | −8,289−1.0% | Reduced |
| Brave Warrior Advisors, LLC | 855,172 | $215.9M | 4.78% | +87,671+11.4% | Added |
| MFN Partners Management, LP | 890,000 | $224.7M | 7.62% | −661,077−42.6% | Reduced |
| Dimensional Fund Advisors LP | 1,016,520 | $256.6M | 0.07% | +203,543+25.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,700,893 | $429.4M | 1.47% | +217,867+14.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,017,367 | $509.3M | 0.86% | −43,606−2.1% | Reduced |
| BlackRock Inc. | 2,353,792 | $594.2M | 0.01% | −17,879−0.8% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 2,391,188 | $603.7M | 11.80% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,784,960 | $703.1M | 0.01% | −24,315−0.9% | Reduced |
| SRS Investment Management, LLC | 0 | $0 | 0.00% | −142,831−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −36,425−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −34,708−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −24,085−100.0% | Sold out |
| Goodnow Investment Group, LLC | 0 | $0 | 0.00% | −21,601−100.0% | Sold out |
| Spruce House Investment Management LLC | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −11,933−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,240−100.0% | Sold out |
| Redwood Investments, LLC | 0 | $0 | 0.00% | −12,838−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −10,363−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −6,849−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −6,401−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −5,803−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −5,656−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,975−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −4,851−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −4,442−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,758−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Towle & Co | 0 | $0 | 0.00% | −3,440−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −3,165−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −3,146−100.0% | Sold out |