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, Q3 2024
Institutional positions in Lithia Motors Inc as of Sep 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
- 405
- +34 vs. Q2 2024
- Shares held
- 28.1M
- +2.91M (+11.6%) vs. Q2 2024
- Total value
- $8.92B
- +$2.56B (+40.2%) vs. Q2 2024
- New holders
- 84
- 131 more added
- Sold out
- 50
- 137 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Profund Advisors LLC | 677 | $215.0K | 0.01% | +677 | New |
| Moneta Group Investment Advisors LLC | 678 | $215.4K | 0.00% | +678 | New |
| Bryn Mawr Trust Co | 683 | $216.9K | 0.00% | +683 | New |
| Two Sigma Securities, LLC | 690 | $219.2K | 0.02% | −1,092−61.3% | Reduced |
| Stephens Inc | 696 | $221.1K | 0.00% | +696 | New |
| Coldstream Capital Management Inc | 695 | $222.5K | 0.00% | +695 | New |
| Wolverine Trading, LLC | 701 | $224.9K | 0.01% | −3,768−84.3% | Reduced |
| OneAscent Wealth Management LLC | 729 | $232.0K | 0.09% | +729 | New |
| Hennion & Walsh Asset Management, Inc. | 730 | $234.2K | 0.01% | +730 | New |
| Vident Advisory, LLC | 748 | $237.8K | 0.01% | +748 | New |
| Inspire Advisors, LLC | 772 | $245.1K | 0.03% | +772 | New |
| KBC Group NV | 776 | $246.0K | 0.00% | +96+14.1% | Added |
| OneAscent Financial Services LLC | 773 | $246.0K | 0.18% | +773 | New |
| Panagora Asset Management Inc | 778 | $247.1K | 0.00% | +778 | New |
| Wealth Enhancement Advisory Services, LLC | 780 | $247.8K | 0.00% | +780 | New |
| Lazard Asset Management LLC | 791 | $251.0K | 0.00% | +246+45.1% | Added |
| CIBC Asset Management Inc | 821 | $260.8K | 0.00% | +25+3.1% | Added |
| Veriti Management LLC | 844 | $268.2K | 0.01% | +844 | New |
| Venturi Wealth Management, LLC | 848 | $269.4K | 0.01% | +831+4,888.2% | Added |
| Versor Investments LP | 856 | $271.9K | 0.04% | +56+7.0% | Added |
| Commonwealth Equity Services, LLC | 877 | $278.0K | 0.00% | −393−30.9% | Reduced |
| Ethos Financial Group, LLC | 880 | $280.0K | 0.05% | +880 | New |
| Ethic Inc. | 947 | $284.9K | 0.01% | +113+13.5% | Added |
| Haverford Trust Co | 912 | $289.7K | 0.00% | −87−8.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,049 | $299.5K | 0.01% | +1,049 | New |
| MML Investors Services, LLC | 950 | $302.0K | 0.00% | −145−13.2% | Reduced |
| HSBC Holdings PLC | 957 | $304.0K | 0.00% | −29−2.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 964 | $306.2K | 0.02% | +6+0.6% | Added |
| Metis Global Partners, LLC | 975 | $309.7K | 0.01% | −94−8.8% | Reduced |
| Dalton Investments LLC | 1,000 | $317.6K | 0.19% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 1,001 | $318.0K | 0.13% | −42−4.0% | Reduced |
| Cerity Partners LLC | 1,021 | $324.3K | 0.00% | −148−12.7% | Reduced |
| Innealta Capital, LLC | 1,024 | $325.3K | 0.13% | −142−12.2% | Reduced |
| Vontobel Holding Ltd. | 1,030 | $327.2K | 0.00% | +1,030 | New |
| Sterling Capital Management LLC | 1,033 | $328.1K | 0.00% | +1,033 | New |
| Two Sigma Investments, LP | 1,039 | $330.0K | 0.00% | −3,085−74.8% | Reduced |
| Connors Investor Services Inc | 1,055 | $335.1K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 1,075 | $341.5K | 0.01% | −46−4.1% | Reduced |
| Quantinno Capital Management LP | 1,084 | $344.3K | 0.00% | −123−10.2% | Reduced |
| Isthmus Partners, LLC | 1,097 | $348.5K | 0.04% | +166+17.8% | Added |
| ProShare Advisors LLC | 1,166 | $370.4K | 0.00% | −127−9.8% | Reduced |
| CI Private Wealth, LLC | 1,175 | $373.2K | 0.00% | +194+19.8% | Added |
| O'Shaughnessy Asset Management, LLC | 1,211 | $373.6K | 0.00% | +1,211 | New |
| Truist Financial Corp | 1,237 | $392.9K | 0.00% | −173−12.3% | Reduced |
| Factorial Partners, LLC | 1,280 | $406.6K | 0.23% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,275 | $410.0K | 0.00% | −148−10.4% | Reduced |
| EntryPoint Capital, LLC | 1,295 | $411.3K | 0.23% | +683+111.6% | Added |
| Assetmark, Inc | 1,316 | $418.0K | 0.00% | −6,052−82.1% | Reduced |
| Diversified Trust Co | 1,343 | $426.6K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,351 | $429.2K | 0.00% | −5,210−79.4% | Reduced |
| Orion Portfolio Solutions, LLC | 1,351 | $429.2K | 0.00% | −5,210−79.4% | Reduced |
| Mercer Global Advisors Inc | 1,366 | $433.5K | 0.00% | +263+23.8% | Added |
| Guggenheim Capital LLC | 1,371 | $435.5K | 0.00% | −283−17.1% | Reduced |
| D.A. Davidson & Co. | 1,383 | $439.4K | 0.00% | −13,321−90.6% | Reduced |
| Mariner, LLC | 1,433 | $455.6K | 0.00% | −941−39.6% | Reduced |
| Change Path, LLC | 1,453 | $461.6K | 0.02% | +193+15.3% | Added |
| Mount Yale Investment Advisors, LLC | 1,470 | $466.9K | 0.04% | −332−18.4% | Reduced |
| Maryland State Retirement & Pension System | 1,539 | $488.8K | 0.01% | −526−25.5% | Reduced |
| Nebula Research & Development LLC | 1,543 | $490.1K | 0.06% | +1,543 | New |
| Advisor Group Holdings, Inc. | 1,565 | $497.1K | 0.00% | −87−5.3% | Reduced |
| US Bancorp | 1,572 | $499.3K | 0.00% | −112−6.7% | Reduced |
| Financial Strategies Group, Inc. | 1,631 | $503.2K | 0.12% | +1,631 | New |
| Wexford Capital LP | 1,597 | $507.3K | 0.12% | +1,597 | New |
| Chilton Investment Co LLC | 1,600 | $508.2K | 0.01% | +1,600 | New |
| Readystate Asset Management LP | 1,612 | $512.0K | 0.03% | +1,612 | New |
| Deutsche Bank AG | 1,620 | $514.6K | 0.00% | −1,085−40.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,626 | $516.4K | 0.00% | +39+2.5% | Added |
| Jane Street Group, LLC | 1,645 | $522.5K | 0.00% | −19,180−92.1% | Reduced |
| Creative Planning | 1,657 | $526.3K | 0.00% | +85+5.4% | Added |
| Paloma Partners Management Co | 1,700 | $540.0K | 0.03% | +1,700 | New |
| Point72 (DIFC) Ltd | 1,724 | $547.6K | 0.04% | +1,157+204.1% | Added |
| Burney Co | 1,733 | $550.5K | 0.02% | −61−3.4% | Reduced |
| Engineers Gate Manager LP | 1,771 | $562.5K | 0.01% | +1,771 | New |
| Shell Asset Management Co | 1,795 | $570.0K | 0.03% | +1,795 | New |
| Consolidated Planning Corp | 1,857 | $589.9K | 0.09% | +1,857 | New |
| Seven Eight Capital, LP | 1,886 | $599.1K | 0.05% | +1,886 | New |
| nVerses Capital, LLC | 1,900 | $603.5K | 0.28% | +600+46.2% | Added |
| M&T Bank Corp | 1,911 | $607.2K | 0.00% | +49+2.6% | Added |
| Walleye Trading LLC | 1,948 | $618.8K | 0.01% | +682+53.9% | Added |
| Marshall Wace, LLP | 1,950 | $619.4K | 0.00% | −24,599−92.7% | Reduced |
| FourThought Financial Partners, LLC | 1,953 | $620.5K | 0.07% | +41+2.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,981 | $629.3K | 0.12% | +1,663+523.0% | Added |
| Thrive Capital Management, LLC | 1,985 | $630.6K | 0.30% | −21−1.0% | Reduced |
| FORA Capital, LLC | 2,050 | $651.2K | 0.08% | −287−12.3% | Reduced |
| QRG Capital Management, Inc. | 2,071 | $657.9K | 0.01% | +304+17.2% | Added |
| Securian Asset Management, Inc | 2,079 | $660.4K | 0.02% | −107−4.9% | Reduced |
| Yorktown Management & Research Co Inc | 2,100 | $667.0K | 0.68% | 00.0% | Unchanged |
| AQR Capital Management LLC | 2,134 | $669.6K | 0.00% | −431−16.8% | Reduced |
| Rafferty Asset Management, LLC | 2,151 | $683.2K | 0.00% | −168−7.2% | Reduced |
| The PNC Financial Services Group, Inc. | 2,206 | $700.7K | 0.00% | +851+62.8% | Added |
| Federated Hermes, Inc. | 2,245 | $713.1K | 0.00% | −77−3.3% | Reduced |
| Quadrature Capital Ltd | 2,266 | $719.9K | 0.02% | +2,266 | New |
| Values First Advisors, Inc. | 2,290 | $727.4K | 0.39% | −233−9.2% | Reduced |
| Capstone Investment Advisors, LLC | 2,300 | $730.6K | 0.01% | +2,300 | New |
| Neuberger Berman Group LLC | 2,321 | $737.2K | 0.00% | +19+0.8% | Added |
| Bristlecone Advisors, LLC | 2,365 | $751.2K | 0.06% | +1,040+78.5% | Added |
| Crossmark Global Holdings, Inc. | 2,472 | $785.0K | 0.01% | +839+51.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,475 | $786.2K | 0.00% | +214+9.5% | Added |
| Oppenheimer Asset Management Inc. | 2,513 | $798.2K | 0.01% | −1,783−41.5% | Reduced |
| Prudential Financial Inc | 2,554 | $811.3K | 0.00% | +51+2.0% | Added |