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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, Q4 2024

Institutional positions in Lithia Motors Inc as of Dec 31, 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
441
+42 vs. Q3 2024
Shares held
28.0M
−41.3K (−0.1%) vs. Q3 2024
Total value
$10.0B
+$1.11B (+12.5%) vs. Q3 2024
New holders
91
127 more added
Sold out
49
161 more reduced

6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 441 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 heldQ4 2024: $10.0B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q3 2024.

Institutions holding LAD in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
NewSquare Capital LLC1$3570.00%+1New
Transce3nd, LLC1$3570.00%+1New
Parkworth Wealth Management, Inc.1$3570.00%+1New
TFC Financial Management1$3580.00%+1New
MV Capital Management, Inc.2$7150.00%00.0%Unchanged
Valued Wealth Advisors LLC2$7150.00%00.0%Unchanged
Private Wealth Management Group, LLC2$7150.00%00.0%Unchanged
St Germain D J Co Inc2$7150.00%00.0%Unchanged
Global Financial Private Client, LLC2$7150.00%+2New
Larson Financial Group LLC3$1.07K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC3$1.07K0.00%+3New
TD Capital Management LLC3$1.07K0.00%+3New
HHM Wealth Advisors, LLC4$1.43K0.00%+4New
Cassady Schiller Wealth Management, LLC4$1.43K0.00%+4New
Provenance Wealth Advisors, LLC5$1.79K0.00%00.0%Unchanged
Sachetta, LLC5$1.79K0.00%00.0%Unchanged
Bellevue Asset Management, LLC6$2.14K0.00%00.0%Unchanged
SJS Investment Consulting Inc.6$2.15K0.00%−1−14.3%Reduced
Eagle Bay Advisors LLC7$2.50K0.00%00.0%Unchanged
Manchester Capital Management LLC7$2.50K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$2.50K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC8$2.86K0.00%00.0%Unchanged
Synergy Financial Management, LLC10$3.18K0.00%+10New
Versant Capital Management, Inc9$3.22K0.00%00.0%Unchanged
Colonial Trust Co10$3.46K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc11$3.93K0.00%00.0%Unchanged
WPG Advisers, LLC11$3.93K0.00%+11New
Capital Advisors, Ltd. LLC11$4.00K0.00%00.0%Unchanged
Fortitude Family Office, LLC12$4.29K0.00%00.0%Unchanged
Key Financial Inc14$5.00K0.00%+14New
High Note Wealth, LLC14$5.00K0.00%+14New
SRS Capital Advisors, Inc.14$5.01K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.15$5.36K0.00%00.0%Unchanged
Cetera Trust Company, N.A15$5.36K0.00%00.0%Unchanged
Capital A Wealth Management, LLC16$5.72K0.01%+16New
Skopos Labs, Inc.18$6.43K0.00%+2+12.5%Added
Newbridge Financial Services Group, Inc.19$6.79K0.00%+19New
Smithfield Trust Co21$7.00K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC20$7.14K0.00%+20New
Parkside Financial Bank & Trust20$7.15K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC21$7.50K0.01%00.0%Unchanged
Amundi22$7.68K0.00%+22New
Farther Finance Advisors, LLC22$7.89K0.00%+5+29.4%Added
Cornerstone Planning Group LLC23$8.03K0.00%00.0%Unchanged
HighMark Wealth Management LLC23$8.22K0.00%+2+9.5%Added
Bell Investment Advisors, Inc24$8.58K0.00%−2−7.7%Reduced
Hollencrest Capital Management25$8.94K0.00%00.0%Unchanged
Sierra Ocean, LLC27$9.65K0.01%+27New
Meeder Asset Management Inc28$10.0K0.00%+28New
FPC Investment Advisory, Inc.28$10.5K0.01%+28New
Retirement Wealth Solutions LLC31$10.6K0.01%+31New
Massmutual Trust Co FSB30$10.7K0.00%+5+20.0%Added
R Squared Ltd30$10.7K0.01%+30New
Covestor Ltd30$11.0K0.01%00.0%Unchanged
Principal Securities, Inc.31$11.1K0.00%+1+3.3%Added
Central Trust Co34$12.2K0.00%+34New
Global Retirement Partners, LLC35$12.5K0.00%00.0%Unchanged
Geneos Wealth Management Inc.35$12.5K0.00%00.0%Unchanged
Talon Private Wealth, LLC35$12.6K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc40$14.3K0.00%00.0%Unchanged
MAI Capital Management43$15.4K0.00%+43New
West Branch Capital LLC45$16.1K0.01%00.0%Unchanged
Security National Bank50$17.9K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.54$18.8K0.00%00.0%Unchanged
Kathleen S. Wright Associates Inc.54$19.3K0.01%00.0%Unchanged
Riverview Trust Co60$21.4K0.02%00.0%Unchanged
GWM Advisors LLC66$23.5K0.00%00.0%Unchanged
Lindbrook Capital, LLC66$23.6K0.00%+3+4.8%Added
Plante Moran Financial Advisors, LLC77$27.5K0.00%00.0%Unchanged
Bessemer Group Inc83$29.0K0.00%+20+31.7%Added
Allworth Financial LP86$29.7K0.00%−16−15.7%Reduced
Global X Japan Co., Ltd.84$30.0K0.00%+4+5.0%Added
Deseret Mutual Benefit Administrators85$30.4K0.01%+18+26.9%Added
Smartleaf Asset Management LLC91$32.5K0.00%+16+21.3%Added
LGT Financial Advisors LLC92$32.9K0.07%00.0%Unchanged
Parallel Advisors, LLC93$33.2K0.00%+47+102.2%Added
Atlas Capital Advisors LLC94$33.6K0.00%+94New
SBI Securities Co., Ltd.98$35.0K0.00%+98New
Addison Advisors LLC100$35.7K0.01%00.0%Unchanged
Huntington National Bank104$37.2K0.00%−3−2.8%Reduced
Penserra Capital Management LLC121$43.0K0.00%−5−4.0%Reduced
Umb Bank N A124$44.3K0.00%+51+69.9%Added
JFS Wealth Advisors, LLC124$44.4K0.00%+1+0.8%Added
V-Square Quantitative Management LLC146$52.2K0.01%+37+33.9%Added
Ronald Blue Trust, Inc.147$52.5K0.00%−53−26.5%Reduced
Rakuten Securities, Inc.152$54.3K0.02%+142+1,420.0%Added
CWM, LLC163$58.0K0.00%00.0%Unchanged
GAMMA Investing LLC167$59.7K0.01%+39+30.5%Added
Hemington Wealth Management176$62.0K0.02%+10+6.0%Added
Montag A & Associates Inc175$62.6K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.182$65.1K0.01%00.0%Unchanged
Rise Advisors, LLC192$68.5K0.03%+1+0.5%Added
Fifth Third Bancorp227$81.1K0.00%−18−7.3%Reduced
Signaturefd, LLC250$89.4K0.00%+1+0.4%Added
Mather Group, LLC.288$102.9K0.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.305$109.0K0.06%+305New
Nomura Asset Management Co Ltd358$128.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC400$143.0K0.01%+19+5.0%Added
Simplex Trading, LLC410$146.0K0.00%+410New
EverSource Wealth Advisors, LLC501$179.3K0.01%+92+22.5%Added