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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 175 | $44.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 166 | $41.0K | 0.00% | +166 | New |
| Ronald Blue Trust, Inc. | 134 | $40.3K | 0.00% | +61+83.6% | Added |
| First Horizon Advisors, Inc. | 158 | $39.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 155 | $39.0K | 0.00% | −49−24.0% | Reduced |
| Ci Investments Inc. | 143 | $36.0K | 0.00% | −49−25.5% | Reduced |
| Penserra Capital Management LLC | 125 | $32.0K | 0.00% | +2+1.6% | Added |
| JFS Wealth Advisors, LLC | 122 | $30.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 116 | $29.3K | 0.00% | +2+1.8% | Added |
| Allworth Financial LP | 105 | $26.6K | 0.00% | +83+377.3% | Added |
| Huntington National Bank | 105 | $26.5K | 0.00% | −7−6.3% | Reduced |
| Addison Advisors LLC | 100 | $25.2K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 92 | $23.2K | 0.05% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 90 | $22.7K | 0.00% | −21−18.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 77 | $19.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 75 | $18.9K | 0.00% | +75 | New |
| Crewe Advisors LLC | 70 | $17.7K | 0.00% | +70 | New |
| Riverview Trust Co | 60 | $15.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 60 | $15.0K | 0.00% | +31+106.9% | Added |
| Lindbrook Capital, LLC | 55 | $13.9K | 0.00% | +1+1.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54 | $13.6K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 50 | $12.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 45 | $11.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $10.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 39 | $9.85K | 0.00% | +2+5.4% | Added |
| Deseret Mutual Benefit Administrators | 39 | $9.85K | 0.00% | +39 | New |
| Smartleaf Asset Management LLC | 39 | $9.80K | 0.00% | +17+77.3% | 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 |
| Massmutual Trust Co FSB | 33 | $8.33K | 0.00% | +21+175.0% | Added |
| Covestor Ltd | 30 | $8.00K | 0.01% | −1−3.2% | Reduced |
| Ancora Advisors, LLC | 29 | $7.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $7.07K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 27 | $6.82K | 0.00% | +13+92.9% | Added |
| Hollencrest Capital Management | 25 | $6.31K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 23 | $6.23K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 21 | $5.30K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $5.05K | 0.00% | −4−16.7% | Reduced |
| Smithfield Trust Co | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 18 | $4.54K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 17 | $4.29K | 0.00% | +3+21.4% | Added |
| Umb Bank N A | 16 | $4.04K | 0.00% | +8+100.0% | Added |
| 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 |
| Fortitude Family Office, LLC | 14 | $3.53K | 0.00% | +14 | New |
| Redwood Wealth Management Group, LLC | 14 | $3.53K | 0.00% | +14 | New |
| Leonteq Securities AG | 12 | $3.03K | 0.00% | −15−55.6% | Reduced |
| Farmers & Merchants Investments Inc | 12 | $3.03K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $2.52K | 0.00% | +5+100.0% | Added |
| Rakuten Securities, Inc. | 9 | $2.27K | 0.00% | −478−98.2% | Reduced |
| 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 |
| 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 |
| Eagle Bay Advisors LLC | 7 | $1.77K | 0.00% | +3+75.0% | Added |
| FinTrust Capital Advisors, LLC | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $1.33K | 0.00% | +5 | New |
| 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 |
| Wetzel Investment Advisors, Inc. | 4 | $1.20K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $758 | 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 |
| 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 |
| MV Capital Management, Inc. | 1 | $253 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $252 | 0.00% | −1,287−99.9% | Reduced |
| Bokf, NA | 1 | $252 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 252 | $0 | 0.00% | +250+12,500.0% | Added |
| 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 |