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 |
|---|---|---|---|---|---|
| S&T Bank | 18,516 | $5.88M | 1.54% | −535−2.8% | Reduced |
| State Board of Administration of Florida Retirement System | 18,636 | $5.92M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 18,838 | $5.98M | 0.02% | −1,814−8.8% | Reduced |
| New York State Common Retirement Fund | 19,144 | $6.08M | 0.01% | −53,378−73.6% | Reduced |
| Bridge City Capital, LLC | 19,594 | $6.22M | 1.71% | +2,512+14.7% | Added |
| Van Eck Associates Corp | 19,375 | $6.50M | 0.01% | +2,952+18.0% | Added |
| Trexquant Investment LP | 20,945 | $6.65M | 0.08% | +20,945 | New |
| Holocene Advisors, LP | 22,149 | $7.04M | 0.03% | +9,265+71.9% | Added |
| Parkwood LLC | 22,217 | $7.06M | 0.86% | −2,389−9.7% | Reduced |
| Moran Wealth Management, LLC | 22,971 | $7.30M | 0.22% | +109+0.5% | Added |
| Great West Life Assurance Co | 22,968 | $7.30M | 0.01% | +996+4.5% | Added |
| California State Teachers Retirement System | 26,338 | $8.37M | 0.01% | −872−3.2% | Reduced |
| Envestnet Asset Management Inc | 26,961 | $8.56M | 0.00% | −9,571−26.2% | Reduced |
| GW&K Investment Management, LLC | 28,007 | $8.90M | 0.08% | −1,175−4.0% | Reduced |
| Algert Global LLC | 28,248 | $8.97M | 0.24% | +6,755+31.4% | Added |
| Comerica Bank | 28,556 | $9.07M | 0.04% | +7,183+33.6% | Added |
| Wells Fargo & Company | 29,139 | $9.26M | 0.00% | −1,627−5.3% | Reduced |
| Corebridge Financial, Inc. | 31,625 | $10.0M | 0.05% | −3,037−8.8% | Reduced |
| Dana Investment Advisors, Inc. | 33,202 | $10.5M | 0.35% | −4,001−10.8% | Reduced |
| Raymond James & Associates | 34,161 | $10.9M | 0.01% | +3,263+10.6% | Added |
| Channing Capital Management, LLC | 34,188 | $10.9M | 0.28% | +127+0.4% | Added |
| New York State Teachers Retirement System | 34,230 | $10.9M | 0.02% | −3,000−8.1% | Reduced |
| Harfst & Associates, Inc. | 34,786 | $11.0M | 2.48% | +27,726+392.7% | Added |
| First Eagle Investment Management, LLC | 36,218 | $11.5M | 0.02% | +14,660+68.0% | Added |
| Alliancebernstein L.P. | 37,012 | $11.8M | 0.00% | −11,495−23.7% | Reduced |
| Engle Capital Management, L.P. | 39,308 | $12.5M | 3.67% | −3,692−8.6% | Reduced |
| California Public Employees Retirement System | 40,438 | $12.8M | 0.01% | −1,692−4.0% | Reduced |
| Jefferies Financial Group Inc. | 42,198 | $13.4M | 0.22% | +42,198 | New |
| Lighthouse Investment Partners, LLC | 44,752 | $14.2M | 0.77% | +44,752 | New |
| Goldman Sachs Group Inc | 46,824 | $14.9M | 0.00% | +10,583+29.2% | Added |
| Logan Capital Management Inc | 49,248 | $15.6M | 0.64% | −480−1.0% | Reduced |
| CIBC Private Wealth Group, LLC | 51,034 | $16.2M | 0.03% | −824−1.6% | Reduced |
| Swiss National Bank | 53,500 | $17.0M | 0.01% | −700−1.3% | Reduced |
| Legal & General Group Plc | 58,112 | $18.5M | 0.00% | +4,281+8.0% | Added |
| Boston Partners | 68,663 | $19.5M | 0.02% | −20,733−23.2% | Reduced |
| Principal Financial Group Inc | 61,963 | $19.7M | 0.01% | −29,306−32.1% | Reduced |
| Iridian Asset Management LLC | 65,641 | $20.9M | 4.46% | −7,399−10.1% | Reduced |
| SEI Investments Co | 66,755 | $21.2M | 0.03% | +16,434+32.7% | Added |
| Kennedy Capital Management, Inc. | 66,787 | $21.2M | 0.47% | −12,909−16.2% | Reduced |
| UBS Asset Management Americas Inc | 68,448 | $21.7M | 0.01% | +176+0.3% | Added |
| UBS Group AG | 68,735 | $21.8M | 0.01% | +11,577+20.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 70,397 | $22.4M | 0.07% | −192−0.3% | Reduced |
| Ensign Peak Advisors, Inc | 72,777 | $23.1M | 0.04% | +168+0.2% | Added |
| Driehaus Capital Management LLC | 74,355 | $23.6M | 0.20% | +74,355 | New |
| Man Group plc | 75,024 | $23.8M | 0.07% | +46,919+166.9% | Added |
| Retirement Systems of Alabama | 75,984 | $24.1M | 0.09% | +24,258+46.9% | Added |
| Clearbridge Investments, LLC | 76,897 | $24.4M | 0.02% | −43,066−35.9% | Reduced |
| Rhumbline Advisers | 78,168 | $24.8M | 0.02% | −2,277−2.8% | Reduced |
| Royal Bank of Canada | 81,381 | $25.8M | 0.01% | +64,016+368.6% | Added |
| Natixis Advisors, L.P. | 82,076 | $26.1M | 0.05% | +82,076 | New |
| Cartenna Capital, LP | 90,000 | $28.6M | 2.27% | +90,000 | New |
| Westwood Holdings Group Inc. | 91,075 | $28.9M | 0.12% | +20,670+29.4% | Added |
| Franklin Resources Inc | 95,899 | $29.6M | 0.01% | +2,261+2.4% | Added |
| Nuveen Asset Management, LLC | 97,117 | $30.8M | 0.01% | −803−0.8% | Reduced |
| Schroder Investment Management Group | 96,403 | $30.9M | 0.03% | +96,403 | New |
| Lido Advisors, LLC | 99,226 | $31.5M | 0.24% | +43,215+77.2% | Added |
| Perpetual Ltd | 99,345 | $31.6M | 0.34% | −255−0.3% | Reduced |
| First Trust Advisors LP | 102,877 | $32.7M | 0.03% | +5,524+5.7% | Added |
| Bank of America Corp | 103,507 | $32.9M | 0.00% | −9,381−8.3% | Reduced |
| Barclays PLC | 103,966 | $33.0M | 0.01% | +59,723+135.0% | Added |
| HITE Hedge Asset Management LLC | 107,629 | $34.2M | 3.93% | +105,611+5,233.4% | Added |
| Schonfeld Strategic Advisors LLC | 110,671 | $35.2M | 0.29% | −21,927−16.5% | Reduced |
| J. Goldman & Co LP | 111,965 | $35.6M | 1.54% | +19,959+21.7% | Added |
| Cadian Capital Management, LP | 112,063 | $35.6M | 1.82% | −29,687−20.9% | Reduced |
| Covalis Capital LLP | 112,567 | $35.8M | 5.33% | +112,567 | New |
| Alyeska Investment Group, L.P. | 114,100 | $36.2M | 0.18% | +114,100 | New |
| Ameriprise Financial Inc | 123,813 | $39.3M | 0.01% | +16,366+15.2% | Added |
| Verition Fund Management LLC | 126,909 | $40.3M | 0.27% | +120,749+1,960.2% | Added |
| Advent International Corp | 142,000 | $45.1M | 0.95% | 00.0% | Unchanged |
| Invesco Ltd. | 165,201 | $52.5M | 0.01% | −70,841−30.0% | Reduced |
| Manufacturers Life Insurance Company, The | 165,858 | $52.7M | 0.05% | −897−0.5% | Reduced |
| British Columbia Investment Management Corp | 173,500 | $55.1M | 0.33% | +11,800+7.3% | Added |
| Russell Investments Group, Ltd. | 183,579 | $58.6M | 0.08% | −18,582−9.2% | Reduced |
| Steadfast Capital Management LP | 193,583 | $61.5M | 1.43% | +193,583 | New |
| Northern Trust Corp | 197,454 | $62.7M | 0.01% | −1,184−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 206,145 | $65.5M | 0.01% | −16,721−7.5% | Reduced |
| Eventide Asset Management, LLC | 214,882 | $68.3M | 1.18% | −30,808−12.5% | Reduced |
| Chicago Capital, LLC | 217,102 | $69.0M | 1.92% | +2,666+1.2% | Added |
| Point72 Asset Management, L.P. | 228,269 | $72.5M | 0.25% | +215,542+1,693.6% | Added |
| Madison Asset Management, LLC | 230,251 | $73.1M | 0.82% | +230,251 | New |
| Bridges Investment Management Inc | 230,761 | $73.3M | 1.02% | +69,901+43.5% | Added |
| Bank of New York Mellon Corp | 234,156 | $74.4M | 0.01% | −26,314−10.1% | Reduced |
| JPMorgan Chase & Co | 259,916 | $82.6M | 0.01% | +37,677+17.0% | Added |
| Tensile Capital Management LP | 261,527 | $83.1M | 8.98% | +6,252+2.4% | Added |
| Frontier Capital Management Co LLC | 273,125 | $86.8M | 0.82% | +69,271+34.0% | Added |
| Millennium Management LLC | 277,744 | $88.2M | 0.08% | +143,632+107.1% | Added |
| Royal London Asset Management Ltd | 306,880 | $97.5M | 0.24% | −255,947−45.5% | Reduced |
| Balyasny Asset Management LLC | 330,479 | $105.0M | 0.27% | +185,415+127.8% | Added |
| River Road Asset Management, LLC | 365,184 | $116.0M | 1.52% | +78,784+27.5% | Added |
| Norges Bank | 372,717 | $118.4M | 0.02% | +24,546+7.0% | Added |
| Morgan Stanley | 385,423 | $122.4M | 0.01% | −24,658−6.0% | Reduced |
| Cooperman Leon G | 416,085 | $132.2M | 5.61% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 446,648 | $141.9M | 0.01% | −5,068−1.1% | Reduced |
| Lyrical Asset Management LP | 498,714 | $158.4M | 2.31% | −22,191−4.3% | Reduced |
| Canada Pension Plan Investment Board | 679,711 | $215.9M | 0.20% | −10,600−1.5% | Reduced |
| Conifer Management, L.L.C. | 700,000 | $222.3M | 25.45% | 00.0% | Unchanged |
| FMR LLC | 753,067 | $239.2M | 0.01% | +85,579+12.8% | Added |
| State Street Corp | 827,908 | $263.0M | 0.01% | −2,247−0.3% | Reduced |
| Brave Warrior Advisors, LLC | 854,551 | $271.4M | 5.63% | −621−0.1% | Reduced |
| Dimensional Fund Advisors LP | 1,167,504 | $370.9M | 0.09% | +150,984+14.9% | Added |