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 |
|---|---|---|---|---|---|
| Camelot Portfolios, LLC | 2,591 | $823.3K | 0.81% | −359−12.2% | Reduced |
| Captrust Financial Advisors | 2,687 | $853.5K | 0.00% | +104+4.0% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 2,728 | $866.5K | 0.01% | +4+0.1% | Added |
| SG Americas Securities, LLC | 2,824 | $897.0K | 0.00% | +2,824 | New |
| Public Employees Retirement Association of Colorado | 2,932 | $931.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,941 | $934.0K | 0.00% | +235+8.7% | Added |
| Bank of Montreal | 2,919 | $936.5K | 0.00% | −46,000−94.0% | Reduced |
| IFP Advisors, Inc | 2,950 | $937.1K | 0.03% | −49−1.6% | Reduced |
| Pathstone Holdings, LLC | 3,040 | $965.6K | 0.00% | −21−0.7% | Reduced |
| Centiva Capital, LP | 3,043 | $966.6K | 0.04% | +3,043 | New |
| Tower Research Capital LLC (TRC) | 3,059 | $971.7K | 0.03% | +1,651+117.3% | Added |
| State of Alaska, Department of Revenue | 3,110 | $987.0K | 0.01% | +135+4.5% | Added |
| New York Life Investment Management LLC | 3,119 | $990.7K | 0.01% | −179−5.4% | Reduced |
| LRT Capital Management, LLC | 3,148 | $999.9K | 0.93% | −6,286−66.6% | Reduced |
| Moon Capital Management LP | 3,158 | $1.00M | 0.73% | +3,158 | New |
| Quantitative Investment Management, LLC | 3,244 | $1.03M | 0.10% | +3,244 | New |
| JustInvest LLC | 3,276 | $1.04M | 0.02% | +648+24.7% | Added |
| Teacher Retirement System of Texas | 3,409 | $1.08M | 0.01% | +3,409 | New |
| Ashton Thomas Private Wealth, LLC | 3,440 | $1.09M | 0.06% | +78+2.3% | Added |
| Atria Investments LLC | 3,450 | $1.10M | 0.01% | −440−11.3% | Reduced |
| PEAK6 Investments LLC | 3,495 | $1.11M | 0.06% | +3,495 | New |
| Koss-Olinger Consulting, LLC | 3,510 | $1.11M | 0.10% | −245−6.5% | Reduced |
| LPL Financial LLC | 3,546 | $1.13M | 0.00% | −4,331−55.0% | Reduced |
| Inceptionr LLC | 3,595 | $1.14M | 0.28% | +3,595 | New |
| Pictet Asset Management Holding SA | 3,624 | $1.15M | 0.00% | +130+3.7% | Added |
| Occudo Quantitative Strategies LP | 3,736 | $1.19M | 0.22% | +2,298+159.8% | Added |
| Warren Averett Asset Management, LLC | 3,837 | $1.22M | 0.02% | +416+12.2% | Added |
| Daiwa Securities Group Inc. | 3,885 | $1.23M | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,927 | $1.25M | 0.01% | +648+19.8% | Added |
| Fulton Bank, N.A. | 4,005 | $1.27M | 0.05% | −291−6.8% | Reduced |
| Exchange Traded Concepts, LLC | 4,051 | $1.29M | 0.03% | +138+3.5% | Added |
| Cetera Investment Advisers | 4,087 | $1.30M | 0.00% | +225+5.8% | Added |
| Legato Capital Management LLC | 4,129 | $1.31M | 0.16% | 00.0% | Unchanged |
| Xponance, Inc. | 4,242 | $1.35M | 0.01% | +811+23.6% | Added |
| South Dakota Investment Council | 4,295 | $1.36M | 0.03% | +700+19.5% | Added |
| Utah Retirement Systems | 4,493 | $1.43M | 0.02% | +100+2.3% | Added |
| STRS Ohio | 4,528 | $1.44M | 0.01% | +4,528 | New |
| Janney Montgomery Scott LLC | 4,549 | $1.45M | 0.00% | +2,488+120.7% | Added |
| ExodusPoint Capital Management, LP | 4,566 | $1.45M | 0.01% | +3,639+392.6% | Added |
| CWM Advisors, LLC | 4,927 | $1.56M | 0.16% | −286−5.5% | Reduced |
| HRT Financial LP | 5,090 | $1.62M | 0.01% | +3,036+147.8% | Added |
| Harbor Capital Advisors, Inc. | 5,401 | $1.72M | 0.07% | +2,996+124.6% | Added |
| Oregon Public Employees Retirement Fund | 5,468 | $1.74M | 0.03% | −227−4.0% | Reduced |
| Campbell Newman Asset Management Inc | 5,483 | $1.74M | 0.13% | −87−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,486 | $1.74M | 0.06% | −343−5.9% | Reduced |
| Victory Capital Management Inc | 5,496 | $1.75M | 0.00% | −635−10.4% | Reduced |
| Pacer Advisors, Inc. | 5,551 | $1.76M | 0.00% | +1,451+35.4% | Added |
| New Mexico Educational Retirement Board | 5,600 | $1.78M | 0.06% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,804 | $1.84M | 0.01% | +114+2.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,894 | $1.87M | 0.01% | −180−3.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,933 | $1.88M | 0.04% | −183−3.0% | Reduced |
| Tudor Investment Corp Et Al | 5,989 | $1.90M | 0.02% | +48+0.8% | Added |
| HighVista Strategies LLC | 6,000 | $1.91M | 0.66% | +6,000 | New |
| Pinebridge Investments, L.P. | 6,045 | $1.92M | 0.01% | +6,045 | New |
| Crestline Management, LP | 6,092 | $1.94M | 0.11% | +6,092 | New |
| Thrivent Financial for Lutherans | 6,282 | $2.00M | 0.00% | −340−5.1% | Reduced |
| State of Michigan Retirement System | 6,387 | $2.03M | 0.01% | −200−3.0% | Reduced |
| Gotham Asset Management, LLC | 6,496 | $2.06M | 0.02% | +2,493+62.3% | Added |
| SeaCrest Wealth Management, LLC | 6,950 | $2.21M | 0.24% | +2,427+53.7% | Added |
| Louisiana State Employees Retirement System | 7,400 | $2.35M | 0.04% | −400−5.1% | Reduced |
| Handelsbanken Fonder AB | 7,458 | $2.37M | 0.01% | +1,800+31.8% | Added |
| Cobalt Capital Management, Inc. | 7,700 | $2.45M | 1.09% | +7,700 | New |
| Arizona State Retirement System | 7,892 | $2.51M | 0.02% | +185+2.4% | Added |
| Brandywine Global Investment Management, LLC | 8,367 | $2.58M | 0.02% | −122,173−93.6% | Reduced |
| Red Spruce Capital, LLC | 8,195 | $2.60M | 1.18% | −430−5.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,233 | $2.62M | 0.01% | +682+9.0% | Added |
| Castleark Management LLC | 8,570 | $2.72M | 0.11% | +8,570 | New |
| Teachers Retirement System of the State of Kentucky | 8,772 | $2.79M | 0.02% | −240−2.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,066 | $2.88M | 0.00% | +299+3.4% | Added |
| Timber Creek Capital Management LLC | 9,344 | $2.97M | 0.83% | +1,798+23.8% | Added |
| Arete Wealth Advisors, LLC | 9,581 | $3.04M | 0.26% | −2,464−20.5% | Reduced |
| Wellington Management Group LLP | 9,598 | $3.05M | 0.00% | −4,561−32.2% | Reduced |
| Voya Investment Management LLC | 9,713 | $3.09M | 0.00% | −517−5.1% | Reduced |
| Alaska Permanent Fund Corp | 9,772 | $3.10M | 0.05% | 00.0% | Unchanged |
| Steamboat Capital Partners, LLC | 9,818 | $3.12M | 0.98% | −10,205−51.0% | Reduced |
| Public Employees Retirement System of Ohio | 9,840 | $3.13M | 0.01% | −491−4.8% | Reduced |
| BNP Paribas Arbitrage, SA | 10,065 | $3.20M | 0.00% | −9,294−48.0% | Reduced |
| State of New Jersey Common Pension Fund D | 10,087 | $3.20M | 0.01% | −449−4.3% | Reduced |
| Concentric Capital Strategies, LP | 10,105 | $3.21M | 0.20% | +10,105 | New |
| Yousif Capital Management, LLC | 10,549 | $3.35M | 0.04% | −1,595−13.1% | Reduced |
| California First Leasing Corp | 10,759 | $3.42M | 1.49% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,759 | $3.42M | 0.00% | +224+2.1% | Added |
| Voloridge Investment Management, LLC | 10,815 | $3.44M | 0.01% | +10,815 | New |
| Eisler Capital (US) LLC | 10,839 | $3.44M | 0.64% | +1,577+17.0% | Added |
| American Century Companies Inc | 11,169 | $3.55M | 0.00% | +220+2.0% | Added |
| State of Tennessee, Treasury Department | 11,800 | $3.75M | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 11,840 | $3.76M | 0.02% | +50+0.4% | Added |
| Amalgamated Bank | 12,761 | $4.05M | 0.03% | −4,384−25.6% | Reduced |
| Sendero Wealth Management, LLC | 13,034 | $4.14M | 0.65% | +2,233+20.7% | Added |
| MetLife Investment Management | 13,828 | $4.39M | 0.03% | −598−4.1% | Reduced |
| Long Focus Capital Management, LLC | 13,900 | $4.42M | 0.39% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 14,453 | $4.59M | 0.05% | −1,240−7.9% | Reduced |
| Citigroup Inc | 15,165 | $4.82M | 0.00% | −731−4.6% | Reduced |
| Janus Henderson Group PLC | 15,582 | $4.95M | 0.00% | −305−1.9% | Reduced |
| Boothbay Fund Management, LLC | 15,678 | $4.98M | 0.16% | +15,678 | New |
| Colony Group, LLC | 51,411 | $5.02M | 0.02% | +51,411 | New |
| Price T Rowe Associates Inc | 16,263 | $5.17M | 0.00% | +622+4.0% | Added |
| Walleye Capital LLC | 17,010 | $5.40M | 0.06% | +14,299+527.4% | Added |
| Stifel Financial Corp | 17,265 | $5.48M | 0.01% | +9,490+122.1% | Added |
| Susquehanna International Group, LLP | 17,570 | $5.58M | 0.01% | +6,468+58.3% | Added |