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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 2,565 | $644.7K | 0.00% | +520+25.4% | Added |
| Values First Advisors, Inc. | 2,523 | $637.0K | 0.38% | −56−2.2% | Reduced |
| Prudential Financial Inc | 2,503 | $631.9K | 0.00% | −347−12.2% | Reduced |
| D. E. Shaw & Co., Inc. | 2,492 | $629.1K | 0.00% | +2,492 | New |
| Harbor Capital Advisors, Inc. | 2,405 | $607.0K | 0.05% | +2,405 | New |
| Mariner, LLC | 2,374 | $599.3K | 0.00% | −1,188−33.4% | Reduced |
| FORA Capital, LLC | 2,337 | $590.0K | 0.07% | −918−28.2% | Reduced |
| Federated Hermes, Inc. | 2,322 | $586.2K | 0.00% | −207−8.2% | Reduced |
| Rafferty Asset Management, LLC | 2,319 | $585.4K | 0.00% | +505+27.8% | Added |
| Neuberger Berman Group LLC | 2,302 | $581.1K | 0.00% | −504−18.0% | Reduced |
| Petrus Trust Company, LTA | 2,291 | $578.4K | 0.05% | +632+38.1% | Added |
| Federation des caisses Desjardins du Quebec | 2,261 | $570.8K | 0.00% | +476+26.7% | Added |
| Securian Asset Management, Inc | 2,186 | $551.9K | 0.02% | −148−6.3% | Reduced |
| Blueshift Asset Management, LLC | 2,123 | $536.0K | 0.18% | +2,123 | New |
| Yorktown Management & Research Co Inc | 2,100 | $530.1K | 0.57% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,065 | $521.3K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,061 | $520.0K | 0.00% | +947+85.0% | Added |
| HRT Financial LP | 2,054 | $518.0K | 0.00% | −8,941−81.3% | Reduced |
| Entropy Technologies, LP | 2,022 | $510.5K | 0.06% | +2,022 | New |
| HITE Hedge Asset Management LLC | 2,018 | $509.4K | 0.05% | +2,018 | New |
| Thrive Capital Management, LLC | 2,006 | $506.6K | 0.23% | +1,221+155.5% | Added |
| FourThought Financial Partners, LLC | 1,912 | $482.7K | 0.06% | +112+6.2% | Added |
| M&T Bank Corp | 1,862 | $469.8K | 0.00% | −311−14.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,802 | $454.9K | 0.04% | +3+0.2% | Added |
| Burney Co | 1,794 | $452.9K | 0.02% | −128−6.7% | Reduced |
| Two Sigma Securities, LLC | 1,782 | $449.9K | 0.02% | +1,782 | New |
| QRG Capital Management, Inc. | 1,767 | $446.1K | 0.01% | −155−8.1% | Reduced |
| XTX Topco Ltd | 1,762 | $444.8K | 0.04% | +590+50.3% | Added |
| Snowden Capital Advisors LLC | 1,741 | $439.5K | 0.01% | −43−2.4% | Reduced |
| US Bancorp | 1,684 | $425.1K | 0.00% | −188−10.0% | Reduced |
| Guggenheim Capital LLC | 1,654 | $417.6K | 0.00% | +43+2.7% | Added |
| Advisor Group Holdings, Inc. | 1,652 | $417.1K | 0.00% | +34+2.1% | Added |
| Crossmark Global Holdings, Inc. | 1,633 | $412.0K | 0.01% | −315−16.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,589 | $401.1K | 0.03% | −2,742−63.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,587 | $400.5K | 0.00% | +213+15.5% | Added |
| Creative Planning | 1,572 | $396.9K | 0.00% | −15−0.9% | Reduced |
| HighTower Advisors, LLC | 1,423 | $379.0K | 0.00% | −323−18.5% | Reduced |
| Aigen Investment Management, LP | 1,499 | $378.4K | 0.07% | +1,499 | New |
| Occudo Quantitative Strategies LP | 1,438 | $363.0K | 0.06% | +142+11.0% | Added |
| Truist Financial Corp | 1,410 | $355.9K | 0.00% | −8,492−85.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,408 | $355.4K | 0.01% | −1,292−47.9% | Reduced |
| Scientech Research LLC | 1,364 | $344.3K | 0.07% | +401+41.6% | Added |
| The PNC Financial Services Group, Inc. | 1,355 | $342.1K | 0.00% | −68−4.8% | Reduced |
| Diversified Trust Co | 1,343 | $339.0K | 0.01% | +1,343 | New |
| Bristlecone Advisors, LLC | 1,325 | $334.5K | 0.03% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,300 | $328.2K | 0.20% | +1,300 | New |
| ProShare Advisors LLC | 1,293 | $326.4K | 0.00% | −50−3.7% | Reduced |
| Factorial Partners, LLC | 1,280 | $323.1K | 0.20% | −1,120−46.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,270 | $321.0K | 0.00% | +137+12.1% | Added |
| Walleye Trading LLC | 1,266 | $319.6K | 0.01% | −619−32.8% | Reduced |
| Change Path, LLC | 1,260 | $318.0K | 0.02% | +216+20.7% | Added |
| Quantinno Capital Management LP | 1,207 | $304.7K | 0.01% | +1,207 | New |
| Cerity Partners LLC | 1,169 | $295.1K | 0.00% | −866−42.6% | Reduced |
| Innealta Capital, LLC | 1,166 | $294.4K | 0.10% | +1,166 | New |
| Nisa Investment Advisors, LLC | 1,136 | $286.8K | 0.00% | −1,250−52.4% | Reduced |
| Shelton Capital Management | 1,121 | $283.0K | 0.01% | −60−5.1% | Reduced |
| Mercer Global Advisors Inc | 1,103 | $278.5K | 0.00% | −122−10.0% | Reduced |
| MML Investors Services, LLC | 1,095 | $277.0K | 0.00% | −434−28.4% | Reduced |
| Assenagon Asset Management S.A. | 1,095 | $276.4K | 0.00% | −1,034−48.6% | Reduced |
| Bridgefront Capital, LLC | 1,077 | $271.9K | 0.11% | +1,077 | New |
| Metis Global Partners, LLC | 1,069 | $269.9K | 0.01% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,055 | $266.3K | 0.03% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 1,043 | $263.3K | 0.11% | +1,043 | New |
| 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 |
| Haverford Trust Co | 999 | $252.2K | 0.00% | +52+5.5% | Added |
| HSBC Holdings PLC | 986 | $248.7K | 0.00% | −153−13.4% | Reduced |
| CI Private Wealth, LLC | 981 | $247.7K | 0.00% | +109+12.5% | Added |
| Fifth Third Wealth Advisors LLC | 958 | $241.8K | 0.02% | +958 | New |
| Seeds Investor LLC | 937 | $236.7K | 0.12% | +937 | New |
| National Bank of Canada | 936 | $236.0K | 0.00% | −4−0.4% | Reduced |
| Isthmus Partners, LLC | 931 | $235.0K | 0.03% | +61+7.0% | Added |
| ExodusPoint Capital Management, LP | 927 | $234.0K | 0.00% | −15,944−94.5% | Reduced |
| Park Avenue Securities LLC | 893 | $226.0K | 0.00% | −583−39.5% | Reduced |
| GWM Advisors LLC | 851 | $214.9K | 0.00% | −242−22.1% | Reduced |
| Mackenzie Financial Corp | 835 | $210.8K | 0.00% | +835 | New |
| Ethic Inc. | 834 | $210.5K | 0.00% | −113−11.9% | Reduced |
| Versor Investments LP | 800 | $202.0K | 0.04% | +800 | New |
| CIBC Asset Management Inc | 796 | $200.9K | 0.00% | +21+2.7% | Added |
| KBC Group NV | 680 | $172.0K | 0.00% | +84+14.1% | Added |
| Steward Partners Investment Advisory, LLC | 640 | $161.6K | 0.00% | +45+7.6% | Added |
| EntryPoint Capital, LLC | 612 | $154.5K | 0.07% | +612 | New |
| Point72 (DIFC) Ltd | 567 | $143.2K | 0.01% | +567 | New |
| Jones Financial Companies LLLP | 551 | $139.1K | 0.00% | +551 | New |
| Lazard Asset Management LLC | 545 | $137.0K | 0.00% | +284+108.8% | Added |
| Twin Tree Management, LP | 536 | $135.3K | 0.00% | +536 | New |
| EverSource Wealth Advisors, LLC | 470 | $129.8K | 0.01% | −84−15.2% | Reduced |
| Headlands Technologies LLC | 461 | $116.4K | 0.01% | +461 | New |
| Benjamin F. Edwards & Company, Inc. | 459 | $116.0K | 0.00% | +52+12.8% | Added |
| Ossiam | 445 | $112.3K | 0.00% | +37+9.1% | Added |
| Mather Group, LLC. | 342 | $102.9K | 0.00% | −3−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 368 | $92.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 366 | $92.4K | 0.01% | −109−22.9% | Reduced |
| Nomura Asset Management Co Ltd | 358 | $90.4K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 318 | $80.2K | 0.02% | +318 | New |
| Newbridge Financial Services Group, Inc. | 300 | $75.7K | 0.03% | −2−0.7% | Reduced |
| Fifth Third Bancorp | 233 | $58.8K | 0.00% | +1+0.4% | Added |
| Signaturefd, LLC | 201 | $50.7K | 0.00% | −111−35.6% | Reduced |
| Rise Advisors, LLC | 191 | $48.2K | 0.03% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 182 | $45.9K | 0.01% | 00.0% | Unchanged |