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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Point72 (DIFC) Ltd | 508 | $181.6K | 0.02% | −1,216−70.5% | Reduced |
| Bryn Mawr Trust Co | 550 | $196.6K | 0.00% | −133−19.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 553 | $197.5K | 0.05% | −1,428−72.1% | Reduced |
| Forum Financial Management, LP | 564 | $201.6K | 0.00% | +564 | New |
| Atomi Financial Group, Inc. | 566 | $202.3K | 0.01% | +566 | New |
| Journey Strategic Wealth LLC | 580 | $207.3K | 0.01% | +580 | New |
| Essex Financial Services, Inc. | 589 | $210.5K | 0.01% | +589 | New |
| Sage Rhino Capital LLC | 594 | $212.3K | 0.05% | +594 | New |
| National Bank of Canada | 601 | $214.8K | 0.00% | −30−4.8% | Reduced |
| Trust Point Inc. | 606 | $216.6K | 0.02% | +606 | New |
| Blueshift Asset Management, LLC | 608 | $217.3K | 0.08% | +608 | New |
| Profund Advisors LLC | 610 | $218.0K | 0.01% | −67−9.9% | Reduced |
| Brown Advisory Inc | 623 | $222.7K | 0.00% | +623 | New |
| Moody Aldrich Partners LLC | 625 | $223.4K | 0.04% | +625 | New |
| Ci Investments Inc. | 628 | $224.0K | 0.00% | +430+217.2% | Added |
| Corton Capital Inc. | 634 | $226.6K | 0.13% | +634 | New |
| Everence Capital Management Inc | 650 | $232.0K | 0.02% | +650 | New |
| Meiji Yasuda Asset Management Co Ltd. | 650 | $232.3K | 0.01% | −8−1.2% | Reduced |
| Blair William & Co | 661 | $236.2K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 663 | $237.0K | 0.01% | −32−4.6% | Reduced |
| Moneta Group Investment Advisors LLC | 674 | $240.9K | 0.00% | −4−0.6% | Reduced |
| Stephens Inc | 689 | $246.3K | 0.00% | −7−1.0% | Reduced |
| Empowered Funds, LLC | 692 | $247.3K | 0.00% | +692 | New |
| Whalen Wealth Management Inc. | 693 | $247.8K | 0.17% | +693 | New |
| Jones Financial Companies LLLP | 697 | $249.3K | 0.00% | +145+26.3% | Added |
| Boston Private Wealth LLC | 698 | $249.5K | 0.00% | +698 | New |
| Benjamin Edwards Inc | 700 | $250.3K | 0.00% | +37+5.6% | Added |
| Inspire Advisors, LLC | 706 | $252.4K | 0.03% | −66−8.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 730 | $260.9K | 0.01% | 00.0% | Unchanged |
| Innealta Capital, LLC | 731 | $261.3K | 0.13% | −293−28.6% | Reduced |
| Vise Technologies, Inc. | 758 | $270.9K | 0.02% | +758 | New |
| First Citizens Bank & Trust Co | 767 | $274.1K | 0.01% | +99+14.8% | Added |
| Panagora Asset Management Inc | 778 | $278.1K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 780 | $279.0K | 0.00% | +32+4.3% | Added |
| Scientech Research LLC | 796 | $284.5K | 0.08% | +796 | New |
| Commonwealth Equity Services, LLC | 810 | $290.0K | 0.00% | −67−7.6% | Reduced |
| Weiss Asset Management LP | 815 | $291.3K | 0.01% | +815 | New |
| Sage Investment Counsel LLC | 835 | $298.5K | 0.39% | +835 | New |
| Cerity Partners LLC | 866 | $299.8K | 0.00% | −155−15.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 844 | $301.8K | 0.00% | +64+8.2% | Added |
| CIBC Asset Management Inc | 863 | $308.5K | 0.00% | +42+5.1% | Added |
| Metis Global Partners, LLC | 865 | $309.2K | 0.01% | −110−11.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 880 | $314.5K | 0.12% | +880 | New |
| TownSquare Capital, LLC | 887 | $317.0K | 0.00% | +887 | New |
| Ethos Financial Group, LLC | 892 | $318.8K | 0.04% | +12+1.4% | Added |
| AQR Capital Management LLC | 894 | $319.5K | 0.00% | −1,240−58.1% | Reduced |
| Haverford Trust Co | 912 | $326.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 921 | $329.2K | 0.00% | −36−3.8% | Reduced |
| Ethic Inc. | 922 | $329.6K | 0.01% | −25−2.6% | Reduced |
| Wolverine Trading, LLC | 928 | $331.4K | 0.01% | +227+32.4% | Added |
| Commerce Bank | 952 | $340.3K | 0.00% | +310+48.3% | Added |
| Fifth Third Wealth Advisors LLC | 964 | $344.6K | 0.02% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 980 | $350.0K | 0.03% | +207+26.8% | Added |
| Tectonic Advisors LLC | 985 | $352.1K | 0.02% | +985 | New |
| Two Sigma Investments, LP | 1,000 | $357.4K | 0.00% | −39−3.8% | Reduced |
| Malaga Cove Capital, LLC | 1,001 | $357.8K | 0.14% | 00.0% | Unchanged |
| Shelton Capital Management | 1,009 | $360.6K | 0.01% | −66−6.1% | Reduced |
| MML Investors Services, LLC | 1,017 | $364.0K | 0.00% | +67+7.1% | Added |
| SG Americas Securities, LLC | 1,026 | $367.0K | 0.00% | −1,798−63.7% | Reduced |
| KBC Group NV | 1,051 | $376.0K | 0.00% | +275+35.4% | Added |
| Connors Investor Services Inc | 1,055 | $377.1K | 0.04% | 00.0% | Unchanged |
| Factorial Partners, LLC | 1,080 | $386.0K | 0.22% | −200−15.6% | Reduced |
| Bayforest Capital Ltd | 1,092 | $390.3K | 0.49% | +1,092 | New |
| Quantitative Investment Management, LLC | 1,095 | $391.0K | 0.03% | −2,149−66.2% | Reduced |
| CI Private Wealth, LLC | 1,124 | $400.7K | 0.00% | −51−4.3% | Reduced |
| Farringdon Capital, Ltd. | 1,125 | $402.1K | 0.17% | +1,125 | New |
| Venturi Wealth Management, LLC | 1,139 | $407.1K | 0.02% | +291+34.3% | Added |
| Isthmus Partners, LLC | 1,147 | $410.0K | 0.05% | +50+4.6% | Added |
| D.A. Davidson & Co. | 1,154 | $412.6K | 0.00% | −229−16.6% | Reduced |
| EntryPoint Capital, LLC | 1,180 | $421.8K | 0.18% | −115−8.9% | Reduced |
| Burney Co | 1,193 | $426.4K | 0.02% | −540−31.2% | Reduced |
| Mercer Global Advisors Inc | 1,198 | $428.4K | 0.00% | −168−12.3% | Reduced |
| Guggenheim Capital LLC | 1,209 | $432.1K | 0.00% | −162−11.8% | Reduced |
| ProShare Advisors LLC | 1,245 | $445.0K | 0.00% | +79+6.8% | Added |
| Aster Capital Management (DIFC) Ltd | 1,291 | $461.4K | 0.18% | +1,291 | New |
| AdvisorShares Investments LLC | 1,300 | $464.7K | 0.09% | +1,300 | New |
| Assetmark, Inc | 1,310 | $468.2K | 0.00% | −6−0.5% | Reduced |
| Diversified Trust Co | 1,345 | $480.7K | 0.01% | +2+0.1% | Added |
| Brinker Capital Investments, LLC | 1,376 | $491.9K | 0.00% | +25+1.9% | Added |
| Orion Portfolio Solutions, LLC | 1,376 | $491.9K | 0.00% | +25+1.9% | Added |
| Maryland State Retirement & Pension System | 1,399 | $500.0K | 0.01% | −140−9.1% | Reduced |
| Bailard, Inc. | 1,402 | $501.1K | 0.01% | +1,402 | New |
| Wexford Capital LP | 1,407 | $502.9K | 0.13% | −190−11.9% | Reduced |
| Occudo Quantitative Strategies LP | 1,420 | $507.6K | 0.09% | −2,316−62.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,434 | $512.6K | 0.04% | −36−2.4% | Reduced |
| Truist Financial Corp | 1,456 | $520.4K | 0.00% | +219+17.7% | Added |
| Mariner, LLC | 1,475 | $527.2K | 0.00% | +42+2.9% | Added |
| Sterling Capital Management LLC | 1,558 | $556.9K | 0.01% | +525+50.8% | Added |
| US Bancorp | 1,579 | $564.4K | 0.00% | +7+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 1,580 | $564.7K | 0.00% | +369+30.5% | Added |
| Tower Research Capital LLC (TRC) | 1,588 | $567.6K | 0.01% | −1,471−48.1% | Reduced |
| Marshall Wace, LLP | 1,600 | $571.9K | 0.00% | −350−17.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,644 | $571.9K | 0.01% | +595+56.7% | Added |
| Financial Strategies Group, Inc. | 1,704 | $582.4K | 0.14% | +73+4.5% | Added |
| M&T Bank Corp | 1,636 | $585.0K | 0.00% | −275−14.4% | Reduced |
| Rafferty Asset Management, LLC | 1,698 | $606.9K | 0.00% | −453−21.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,730 | $618.4K | 0.00% | +165+10.5% | Added |
| Creative Planning | 1,753 | $626.6K | 0.00% | +96+5.8% | Added |
| Shell Asset Management Co | 1,792 | $641.0K | 0.03% | −3−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,817 | $649.4K | 0.00% | +191+11.7% | Added |