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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 2,932 | $931.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,824 | $897.0K | 0.00% | +2,824 | New |
| Ruane, Cunniff & Goldfarb L.P. | 2,728 | $866.5K | 0.01% | +4+0.1% | Added |
| Captrust Financial Advisors | 2,687 | $853.5K | 0.00% | +104+4.0% | Added |
| Camelot Portfolios, LLC | 2,591 | $823.3K | 0.81% | −359−12.2% | Reduced |
| Prudential Financial Inc | 2,554 | $811.3K | 0.00% | +51+2.0% | Added |
| Oppenheimer Asset Management Inc. | 2,513 | $798.2K | 0.01% | −1,783−41.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,475 | $786.2K | 0.00% | +214+9.5% | Added |
| Crossmark Global Holdings, Inc. | 2,472 | $785.0K | 0.01% | +839+51.4% | Added |
| Bristlecone Advisors, LLC | 2,365 | $751.2K | 0.06% | +1,040+78.5% | Added |
| Neuberger Berman Group LLC | 2,321 | $737.2K | 0.00% | +19+0.8% | Added |
| Capstone Investment Advisors, LLC | 2,300 | $730.6K | 0.01% | +2,300 | New |
| Values First Advisors, Inc. | 2,290 | $727.4K | 0.39% | −233−9.2% | Reduced |
| Quadrature Capital Ltd | 2,266 | $719.9K | 0.02% | +2,266 | New |
| Federated Hermes, Inc. | 2,245 | $713.1K | 0.00% | −77−3.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,206 | $700.7K | 0.00% | +851+62.8% | Added |
| Rafferty Asset Management, LLC | 2,151 | $683.2K | 0.00% | −168−7.2% | Reduced |
| AQR Capital Management LLC | 2,134 | $669.6K | 0.00% | −431−16.8% | Reduced |
| Yorktown Management & Research Co Inc | 2,100 | $667.0K | 0.68% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,079 | $660.4K | 0.02% | −107−4.9% | Reduced |
| QRG Capital Management, Inc. | 2,071 | $657.9K | 0.01% | +304+17.2% | Added |
| FORA Capital, LLC | 2,050 | $651.2K | 0.08% | −287−12.3% | Reduced |
| Thrive Capital Management, LLC | 1,985 | $630.6K | 0.30% | −21−1.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,981 | $629.3K | 0.12% | +1,663+523.0% | Added |
| FourThought Financial Partners, LLC | 1,953 | $620.5K | 0.07% | +41+2.1% | Added |
| Marshall Wace, LLP | 1,950 | $619.4K | 0.00% | −24,599−92.7% | Reduced |
| Walleye Trading LLC | 1,948 | $618.8K | 0.01% | +682+53.9% | Added |
| M&T Bank Corp | 1,911 | $607.2K | 0.00% | +49+2.6% | Added |
| nVerses Capital, LLC | 1,900 | $603.5K | 0.28% | +600+46.2% | Added |
| Seven Eight Capital, LP | 1,886 | $599.1K | 0.05% | +1,886 | New |
| Consolidated Planning Corp | 1,857 | $589.9K | 0.09% | +1,857 | New |
| Shell Asset Management Co | 1,795 | $570.0K | 0.03% | +1,795 | New |
| Engineers Gate Manager LP | 1,771 | $562.5K | 0.01% | +1,771 | New |
| Burney Co | 1,733 | $550.5K | 0.02% | −61−3.4% | Reduced |
| Point72 (DIFC) Ltd | 1,724 | $547.6K | 0.04% | +1,157+204.1% | Added |
| Paloma Partners Management Co | 1,700 | $540.0K | 0.03% | +1,700 | New |
| Creative Planning | 1,657 | $526.3K | 0.00% | +85+5.4% | Added |
| Jane Street Group, LLC | 1,645 | $522.5K | 0.00% | −19,180−92.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,626 | $516.4K | 0.00% | +39+2.5% | Added |
| Deutsche Bank AG | 1,620 | $514.6K | 0.00% | −1,085−40.1% | Reduced |
| Readystate Asset Management LP | 1,612 | $512.0K | 0.03% | +1,612 | New |
| Chilton Investment Co LLC | 1,600 | $508.2K | 0.01% | +1,600 | New |
| Wexford Capital LP | 1,597 | $507.3K | 0.12% | +1,597 | New |
| Financial Strategies Group, Inc. | 1,631 | $503.2K | 0.12% | +1,631 | New |
| US Bancorp | 1,572 | $499.3K | 0.00% | −112−6.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,565 | $497.1K | 0.00% | −87−5.3% | Reduced |
| Nebula Research & Development LLC | 1,543 | $490.1K | 0.06% | +1,543 | New |
| Maryland State Retirement & Pension System | 1,539 | $488.8K | 0.01% | −526−25.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,470 | $466.9K | 0.04% | −332−18.4% | Reduced |
| Change Path, LLC | 1,453 | $461.6K | 0.02% | +193+15.3% | Added |
| Mariner, LLC | 1,433 | $455.6K | 0.00% | −941−39.6% | Reduced |
| D.A. Davidson & Co. | 1,383 | $439.4K | 0.00% | −13,321−90.6% | Reduced |
| Guggenheim Capital LLC | 1,371 | $435.5K | 0.00% | −283−17.1% | Reduced |
| Mercer Global Advisors Inc | 1,366 | $433.5K | 0.00% | +263+23.8% | Added |
| 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 |
| Diversified Trust Co | 1,343 | $426.6K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,316 | $418.0K | 0.00% | −6,052−82.1% | Reduced |
| EntryPoint Capital, LLC | 1,295 | $411.3K | 0.23% | +683+111.6% | Added |
| HighTower Advisors, LLC | 1,275 | $410.0K | 0.00% | −148−10.4% | Reduced |
| Factorial Partners, LLC | 1,280 | $406.6K | 0.23% | 00.0% | Unchanged |
| Truist Financial Corp | 1,237 | $392.9K | 0.00% | −173−12.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,211 | $373.6K | 0.00% | +1,211 | New |
| CI Private Wealth, LLC | 1,175 | $373.2K | 0.00% | +194+19.8% | Added |
| ProShare Advisors LLC | 1,166 | $370.4K | 0.00% | −127−9.8% | Reduced |
| Isthmus Partners, LLC | 1,097 | $348.5K | 0.04% | +166+17.8% | Added |
| Quantinno Capital Management LP | 1,084 | $344.3K | 0.00% | −123−10.2% | Reduced |
| Shelton Capital Management | 1,075 | $341.5K | 0.01% | −46−4.1% | Reduced |
| Connors Investor Services Inc | 1,055 | $335.1K | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 1,039 | $330.0K | 0.00% | −3,085−74.8% | Reduced |
| Sterling Capital Management LLC | 1,033 | $328.1K | 0.00% | +1,033 | New |
| Vontobel Holding Ltd. | 1,030 | $327.2K | 0.00% | +1,030 | New |
| Innealta Capital, LLC | 1,024 | $325.3K | 0.13% | −142−12.2% | Reduced |
| Cerity Partners LLC | 1,021 | $324.3K | 0.00% | −148−12.7% | Reduced |
| Malaga Cove Capital, LLC | 1,001 | $318.0K | 0.13% | −42−4.0% | Reduced |
| Dalton Investments LLC | 1,000 | $317.6K | 0.19% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 975 | $309.7K | 0.01% | −94−8.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 964 | $306.2K | 0.02% | +6+0.6% | Added |
| HSBC Holdings PLC | 957 | $304.0K | 0.00% | −29−2.9% | Reduced |
| MML Investors Services, LLC | 950 | $302.0K | 0.00% | −145−13.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,049 | $299.5K | 0.01% | +1,049 | New |
| Haverford Trust Co | 912 | $289.7K | 0.00% | −87−8.7% | Reduced |
| Ethic Inc. | 947 | $284.9K | 0.01% | +113+13.5% | Added |
| Ethos Financial Group, LLC | 880 | $280.0K | 0.05% | +880 | New |
| Commonwealth Equity Services, LLC | 877 | $278.0K | 0.00% | −393−30.9% | Reduced |
| Versor Investments LP | 856 | $271.9K | 0.04% | +56+7.0% | Added |
| Venturi Wealth Management, LLC | 848 | $269.4K | 0.01% | +831+4,888.2% | Added |
| Veriti Management LLC | 844 | $268.2K | 0.01% | +844 | New |
| CIBC Asset Management Inc | 821 | $260.8K | 0.00% | +25+3.1% | Added |
| Lazard Asset Management LLC | 791 | $251.0K | 0.00% | +246+45.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 780 | $247.8K | 0.00% | +780 | New |
| Panagora Asset Management Inc | 778 | $247.1K | 0.00% | +778 | New |
| KBC Group NV | 776 | $246.0K | 0.00% | +96+14.1% | Added |
| OneAscent Financial Services LLC | 773 | $246.0K | 0.18% | +773 | New |
| Inspire Advisors, LLC | 772 | $245.1K | 0.03% | +772 | New |
| Vident Advisory, LLC | 748 | $237.8K | 0.01% | +748 | New |
| Hennion & Walsh Asset Management, Inc. | 730 | $234.2K | 0.01% | +730 | New |
| OneAscent Wealth Management LLC | 729 | $232.0K | 0.09% | +729 | New |
| Wolverine Trading, LLC | 701 | $224.9K | 0.01% | −3,768−84.3% | Reduced |
| Coldstream Capital Management Inc | 695 | $222.5K | 0.00% | +695 | New |