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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.

Institutional holdersQ3 2024: 405 institutions
Q1 2021: 389 institutionsQ2 2021: 403 institutionsQ3 2021: 423 institutionsQ4 2021: 430 institutionsQ1 2022: 426 institutionsQ2 2022: 417 institutionsQ3 2022: 392 institutionsQ4 2022: 373 institutionsQ1 2023: 376 institutionsQ2 2023: 369 institutionsQ3 2023: 388 institutionsQ4 2023: 387 institutionsQ1 2024: 413 institutionsQ2 2024: 375 institutionsQ3 2024: 405 institutionsQ4 2024: 441 institutionsQ1 2025: 471 institutionsQ2 2025: 453 institutionsQ3 2025: 453 institutionsQ4 2025: 482 institutionsQ1 2026: 436 institutionsQ2 2026: 445 institutions
Value heldQ3 2024: $8.92B
Q1 2021: $10.0BQ2 2021: $9.77BQ3 2021: $8.88BQ4 2021: $8.10BQ1 2022: $8.40BQ2 2022: $7.43BQ3 2022: $5.88BQ4 2022: $5.81BQ1 2023: $6.60BQ2 2023: $8.95BQ3 2023: $8.40BQ4 2023: $9.45BQ1 2024: $8.55BQ2 2024: $6.95BQ3 2024: $8.92BQ4 2024: $10.0BQ1 2025: $7.91BQ2 2025: $8.82BQ3 2025: $7.68BQ4 2025: $7.99BQ1 2026: $6.12BQ2 2026: $7.13B
Institutions holding LAD and their total value by quarter
QuarterHoldersValue
Q2 2026445$7.13B
Q1 2026436$6.12B
Q4 2025482$7.99B
Q3 2025453$7.68B
Q2 2025453$8.82B
Q1 2025471$7.91B
Q4 2024441$10.0B
Q3 2024405$8.92B
Q2 2024375$6.95B
Q1 2024413$8.55B
Q4 2023387$9.45B
Q3 2023388$8.40B
Q2 2023369$8.95B
Q1 2023376$6.60B
Q4 2022373$5.81B
Q3 2022392$5.88B
Q2 2022417$7.43B
Q1 2022426$8.40B
Q4 2021430$8.10B
Q3 2021423$8.88B
Q2 2021403$9.77B
Q1 2021389$10.0B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q2 2024.

Institutions holding LAD in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Stephens Inc696$221.1K0.00%+696New
Two Sigma Securities, LLC690$219.2K0.02%−1,092−61.3%Reduced
Bryn Mawr Trust Co683$216.9K0.00%+683New
Moneta Group Investment Advisors LLC678$215.4K0.00%+678New
Profund Advisors LLC677$215.0K0.01%+677New
First Citizens Bank & Trust Co668$212.2K0.00%+668New
Benjamin Edwards Inc663$210.6K0.00%+663New
Blair William & Co661$209.9K0.00%+661New
Silverlake Wealth Management LLC660$209.6K0.08%+660New
Meiji Yasuda Asset Management Co Ltd.658$209.0K0.01%+658New
Commerce Bank642$203.9K0.00%+642New
National Bank of Canada631$200.4K0.00%−305−32.6%Reduced
Steward Partners Investment Advisory, LLC615$195.3K0.00%−25−3.9%Reduced
Jones Financial Companies LLLP552$177.1K0.00%+1+0.2%Added
EverSource Wealth Advisors, LLC409$130.0K0.01%−61−13.0%Reduced
Danske Bank A/S400$127.1K0.00%+400New
Catalyst Funds Management Pty Ltd400$127.1K0.03%+400New
Quadrant Capital Group LLC381$121.0K0.01%+15+4.1%Added
Nomura Asset Management Co Ltd358$113.7K0.00%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp325$103.2K0.00%+325New
Mather Group, LLC.288$91.5K0.00%−54−15.8%Reduced
Signaturefd, LLC249$79.1K0.00%+48+23.9%Added
Fifth Third Bancorp245$77.8K0.00%+12+5.2%Added
Nisa Investment Advisors, LLC236$75.0K0.00%−900−79.2%Reduced
Ci Investments Inc.198$63.0K0.00%+55+38.5%Added
Rise Advisors, LLC191$60.8K0.03%00.0%Unchanged
Contravisory Investment Management, Inc.182$57.8K0.01%00.0%Unchanged
Montag A & Associates Inc175$55.6K0.00%00.0%Unchanged
Hemington Wealth Management166$55.0K0.01%+166New
CWM, LLC163$52.0K0.00%+8+5.2%Added
Ronald Blue Trust, Inc.200$50.5K0.00%+66+49.3%Added
Citadel Advisors LLC143$45.4K0.00%−24,798−99.4%Reduced
GAMMA Investing LLC128$40.7K0.00%+12+10.3%Added
Penserra Capital Management LLC126$40.0K0.00%+1+0.8%Added
JFS Wealth Advisors, LLC123$39.1K0.00%+1+0.8%Added
V-Square Quantitative Management LLC109$34.6K0.01%+109New
Huntington National Bank107$34.0K0.00%+2+1.9%Added
Allworth Financial LP102$32.4K0.00%−3−2.9%Reduced
Addison Advisors LLC100$31.8K0.01%00.0%Unchanged
LGT Financial Advisors LLC92$29.2K0.07%00.0%Unchanged
Global X Japan Co., Ltd.80$25.4K0.00%−10−11.1%Reduced
Plante Moran Financial Advisors, LLC77$24.5K0.00%00.0%Unchanged
Optiver Holding B.V.77$24.5K0.00%+77New
Smartleaf Asset Management LLC75$24.1K0.00%+36+92.3%Added
Umb Bank N A73$23.2K0.00%+57+356.3%Added
Deseret Mutual Benefit Administrators67$21.3K0.01%+28+71.8%Added
GWM Advisors LLC66$20.8K0.00%−785−92.2%Reduced
RK Capital Management, LLC64$20.3K6.28%+64New
Lindbrook Capital, LLC63$20.0K0.00%+8+14.5%Added
Bessemer Group Inc63$20.0K0.00%+3+5.0%Added
Riverview Trust Co60$19.1K0.02%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.54$17.2K0.00%00.0%Unchanged
Kathleen S. Wright Associates Inc.54$17.2K0.01%+54New
Security National Bank50$15.9K0.00%00.0%Unchanged
Parallel Advisors, LLC46$14.6K0.00%+19+70.4%Added
West Branch Capital LLC45$14.3K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc40$12.7K0.00%00.0%Unchanged
Talon Private Wealth, LLC35$11.1K0.00%+35New
Global Retirement Partners, LLC35$11.1K0.00%−4−10.3%Reduced
Geneos Wealth Management Inc.35$11.1K0.00%+35New
Covestor Ltd30$10.0K0.01%00.0%Unchanged
Principal Securities, Inc.30$9.53K0.00%−7−18.9%Reduced
Bell Investment Advisors, Inc26$8.26K0.00%−2−7.1%Reduced
Allspring Global Investments Holdings, LLC26$8.26K0.00%−342−92.9%Reduced
Massmutual Trust Co FSB25$7.94K0.00%−8−24.2%Reduced
Hollencrest Capital Management25$7.94K0.00%00.0%Unchanged
Cornerstone Planning Group LLC23$7.69K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC21$6.67K0.01%00.0%Unchanged
HighMark Wealth Management LLC21$6.67K0.00%+3+16.7%Added
Parkside Financial Bank & Trust20$6.35K0.00%00.0%Unchanged
Smithfield Trust Co21$6.00K0.00%00.0%Unchanged
Farther Finance Advisors, LLC17$5.41K0.00%+7+70.0%Added
Skopos Labs, Inc.16$5.08K0.00%+16New
Washington Trust Advisors, Inc.15$4.76K0.00%00.0%Unchanged
Cetera Trust Company, N.A15$4.76K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.14$4.45K0.00%+14New
Fortitude Family Office, LLC12$3.81K0.00%−2−14.3%Reduced
Brown Brothers Harriman & Co12$3.81K0.00%+12New
Farmers & Merchants Investments Inc11$3.49K0.00%−1−8.3%Reduced
Rakuten Securities, Inc.10$3.18K0.00%+1+11.1%Added
Colonial Trust Co10$3.11K0.00%+10New
Capital Advisors, Ltd. LLC11$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc9$2.86K0.00%+4+80.0%Added
Prestige Wealth Management Group LLC8$2.54K0.00%00.0%Unchanged
SJS Investment Consulting Inc.7$2.22K0.00%−1−12.5%Reduced
Manchester Capital Management LLC7$2.22K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$2.22K0.00%00.0%Unchanged
Eagle Bay Advisors LLC7$2.22K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.7$2.22K0.00%+7New
FinTrust Capital Advisors, LLC6$2.01K0.00%00.0%Unchanged
Planned Solutions, Inc.6$1.94K0.00%+6New
Ashton Thomas Securities, LLC6$1.91K0.00%+6New
Bellevue Asset Management, LLC6$1.91K0.00%00.0%Unchanged
Sachetta, LLC5$1.59K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$1.59K0.00%00.0%Unchanged
Larson Financial Group LLC3$9530.00%00.0%Unchanged
Valued Wealth Advisors LLC2$6360.00%00.0%Unchanged
Private Wealth Management Group, LLC2$6360.00%00.0%Unchanged
MV Capital Management, Inc.2$6360.00%+1+100.0%Added
St Germain D J Co Inc2$6350.00%00.0%Unchanged