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Livermore
Livermore
ZHEN

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.

Q4 2024 vs. Q3 2024

How the institutions holding Lithia Motors Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of LAD: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders4056441+42
Shares28.1M59.3K28.0M−41.3K (−0.1%)
Value$8.92B$18.8M$10.0B+$1.11B (+12.5%)

6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (91)

Institutions that held Lithia Motors Inc at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to LAD in Q4 2024
InstitutionSharesValue% of portfolio
Egerton Capital (UK) LLP316,845$113.2M1.31%
Madison Investment Advisors, LLC255,125$91.2M1.03%
Wedge Capital Management L L P130,109$46.5M0.84%
Shellback Capital, LP53,122$19.0M1.31%
Hook Mill Capital Partners, LP49,358$17.6M1.80%
Raymond James Financial Inc37,226$13.3M0.00%
Loomis Sayles & Co L P33,752$12.1M0.02%
Anomaly Capital Management, LP33,142$11.8M0.35%
Stanley Capital Management, LLC30,957$11.1M2.15%
Universal- Beteiligungs- und Servicegesellschaft mbH16,443$5.88M0.01%
D. E. Shaw & Co., Inc.16,349$5.84M0.01%
Roubaix Capital, LLC10,951$3.91M1.88%
Susquehanna Fundamental Investments, LLC10,938$3.91M0.07%
Agp Franklin, LLC10,402$3.72M2.26%
Police & Firemen's Retirement System of New Jersey9,514$3.40M0.03%
Dean Investment Associates, LLC9,501$3.40M0.48%
4D Advisors, LLC7,500$2.68M1.88%
Tabor Asset Management, LP7,157$2.56M1.22%
Intech Investment Management LLC6,258$2.24M0.02%
Campbell & CO Investment Adviser LLC5,727$2.05M0.16%
Fieldview Capital Management, LLC5,654$2.02M0.31%
KLP Kapitalforvaltning AS5,600$2.00M0.01%
Qube Research & Technologies Ltd5,398$1.93M0.00%
Forge First Asset Management Inc.5,320$1.90M0.68%
CenterBook Partners LP4,593$1.64M0.10%
Dean Capital Management4,258$1.52M0.65%
Redwood Investment Management, LLC4,005$1.43M0.14%
Nomura Holdings Inc3,534$1.26M0.01%
Mirabella Financial Services LLP3,016$1.08M0.10%
Caxton Associates LP3,004$1.07M0.03%
Teza Capital Management LLC2,578$921.5K0.14%
Peak Retirement Planning, Inc.2,435$873.6K0.59%
Dynamic Technology Lab Private Ltd2,369$847.0K0.14%
Vestcor Inc2,157$771.0K0.03%
XTX Topco Ltd2,003$715.9K0.06%
Allianz Asset Management GmbH1,890$675.5K0.00%
Winnow Wealth LLC2,068$671.1K0.67%
Bailard, Inc.1,402$501.1K0.01%
AdvisorShares Investments LLC1,300$464.7K0.09%
Aster Capital Management (DIFC) Ltd1,291$461.4K0.18%
Farringdon Capital, Ltd.1,125$402.1K0.17%
Bayforest Capital Ltd1,092$390.3K0.49%
Tectonic Advisors LLC985$352.1K0.02%
TownSquare Capital, LLC887$317.0K0.00%
Lombard Odier Asset Management (USA) Corp880$314.5K0.12%
Sage Investment Counsel LLC835$298.5K0.39%
Weiss Asset Management LP815$291.3K0.01%
Scientech Research LLC796$284.5K0.08%
Vise Technologies, Inc.758$270.9K0.02%
Boston Private Wealth LLC698$249.5K0.00%
Whalen Wealth Management Inc.693$247.8K0.17%
Empowered Funds, LLC692$247.3K0.00%
Everence Capital Management Inc650$232.0K0.02%
Corton Capital Inc.634$226.6K0.13%
Moody Aldrich Partners LLC625$223.4K0.04%
Brown Advisory Inc623$222.7K0.00%
Blueshift Asset Management, LLC608$217.3K0.08%
Trust Point Inc.606$216.6K0.02%
Sage Rhino Capital LLC594$212.3K0.05%
Essex Financial Services, Inc.589$210.5K0.01%
Journey Strategic Wealth LLC580$207.3K0.01%
Atomi Financial Group, Inc.566$202.3K0.01%
Forum Financial Management, LP564$201.6K0.00%
Simplex Trading, LLC410$146.0K0.00%
Richards, Merrill & Peterson, Inc.305$109.0K0.06%
SBI Securities Co., Ltd.98$35.0K0.00%
Atlas Capital Advisors LLC94$33.6K0.00%
MAI Capital Management43$15.4K0.00%
Central Trust Co34$12.2K0.00%
R Squared Ltd30$10.7K0.01%
Retirement Wealth Solutions LLC31$10.6K0.01%
FPC Investment Advisory, Inc.28$10.5K0.01%
Meeder Asset Management Inc28$10.0K0.00%
Sierra Ocean, LLC27$9.65K0.01%
Amundi22$7.68K0.00%
Coppell Advisory Solutions LLC20$7.14K0.00%
Newbridge Financial Services Group, Inc.19$6.79K0.00%
Capital A Wealth Management, LLC16$5.72K0.01%
Key Financial Inc14$5.00K0.00%
High Note Wealth, LLC14$5.00K0.00%
WPG Advisers, LLC11$3.93K0.00%
Synergy Financial Management, LLC10$3.18K0.00%
HHM Wealth Advisors, LLC4$1.43K0.00%
Cassady Schiller Wealth Management, LLC4$1.43K0.00%
TD Capital Management LLC3$1.07K0.00%
MPWM Advisory Solutions, LLC3$1.07K0.00%
Global Financial Private Client, LLC2$7150.00%
TFC Financial Management1$3580.00%
NewSquare Capital LLC1$3570.00%
Transce3nd, LLC1$3570.00%
Parkworth Wealth Management, Inc.1$3570.00%

Sold out (49)

Institutions that held Lithia Motors Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of LAD in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Covalis Capital LLP112,567$35.8M
Lido Advisors, LLC99,226$31.5M
Cartenna Capital, LP90,000$28.6M
Jefferies Financial Group Inc.42,198$13.4M
Engle Capital Management, L.P.39,308$12.5M
Trexquant Investment LP20,945$6.65M
Walleye Capital LLC17,010$5.40M
Colony Group, LLC51,411$5.02M
Long Focus Capital Management, LLC13,900$4.42M
Concentric Capital Strategies, LP10,105$3.21M
Cobalt Capital Management, Inc.7,700$2.45M
Crestline Management, LP6,092$1.94M
HighVista Strategies LLC6,000$1.91M
Inceptionr LLC3,595$1.14M
Koss-Olinger Consulting, LLC3,510$1.11M
Moon Capital Management LP3,158$1.00M
Capstone Investment Advisors, LLC2,300$730.6K
Quadrature Capital Ltd2,266$719.9K
Thrive Capital Management, LLC1,985$630.6K
Walleye Trading LLC1,948$618.8K
nVerses Capital, LLC1,900$603.5K
Seven Eight Capital, LP1,886$599.1K
Engineers Gate Manager LP1,771$562.5K
Paloma Partners Management Co1,700$540.0K
Readystate Asset Management LP1,612$512.0K
Chilton Investment Co LLC1,600$508.2K
Nebula Research & Development LLC1,543$490.1K
Vontobel Holding Ltd.1,030$327.2K
Dalton Investments LLC1,000$317.6K
Versor Investments LP856$271.9K
Veriti Management LLC844$268.2K
Lazard Asset Management LLC791$251.0K
OneAscent Wealth Management LLC729$232.0K
Two Sigma Securities, LLC690$219.2K
Silverlake Wealth Management LLC660$209.6K
Danske Bank A/S400$127.1K
Catalyst Funds Management Pty Ltd400$127.1K
Mitsubishi UFJ Trust & Banking Corp325$103.2K
Optiver Holding B.V.77$24.5K
Allspring Global Investments Holdings, LLC26$8.26K
Brown Brothers Harriman & Co12$3.81K
Cullen/Frost Bankers, Inc.7$2.22K
Planned Solutions, Inc.6$1.94K
Ashton Thomas Securities, LLC6$1.91K
Claris Advisors, LLC2$635
AdvisorNet Financial, Inc1$318
Quest Partners LLC1$318
Bokf, NA1$303
Avion Wealth2$0

Not filed for Q4 2024 yet (6)

Institutions that held Lithia Motors Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LAD in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates34,161$10.9M
Eisler Capital (US) LLC10,839$3.44M
Raymond James Financial Services Advisors, Inc.10,759$3.42M
PEAK6 Investments LLC3,495$1.11M
RK Capital Management, LLC64$20.3K
FinTrust Capital Advisors, LLC6$2.01K