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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 3,040 | $1.09M | 0.01% | −70−2.3% | Reduced |
| Mirabella Financial Services LLP | 3,016 | $1.08M | 0.10% | +3,016 | New |
| Caxton Associates LP | 3,004 | $1.07M | 0.03% | +3,004 | New |
| Public Employees Retirement Association of Colorado | 2,932 | $1.05M | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 2,891 | $1.03M | 0.14% | +1,034+55.7% | Added |
| Pathstone Holdings, LLC | 2,878 | $1.03M | 0.00% | −162−5.3% | Reduced |
| Atria Investments LLC | 2,830 | $1.01M | 0.01% | −620−18.0% | Reduced |
| New York Life Investment Management LLC | 2,787 | $996.2K | 0.01% | −332−10.6% | Reduced |
| Nisa Investment Advisors, LLC | 2,770 | $990.1K | 0.00% | +2,534+1,073.7% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 2,716 | $970.8K | 0.02% | −12−0.4% | Reduced |
| Captrust Financial Advisors | 2,648 | $946.5K | 0.00% | −39−1.5% | Reduced |
| Toroso Investments, LLC | 2,607 | $931.8K | 0.01% | −1,320−33.6% | Reduced |
| Oppenheimer Asset Management Inc. | 2,578 | $921.5K | 0.01% | +65+2.6% | Added |
| Teza Capital Management LLC | 2,578 | $921.5K | 0.14% | +2,578 | New |
| Camelot Portfolios, LLC | 2,571 | $919.2K | 0.99% | −20−0.8% | Reduced |
| Deutsche Bank AG | 2,528 | $903.6K | 0.00% | +908+56.0% | Added |
| Peak Retirement Planning, Inc. | 2,435 | $873.6K | 0.59% | +2,435 | New |
| Federation des caisses Desjardins du Quebec | 2,427 | $867.5K | 0.00% | −48−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,386 | $853.0K | 0.00% | −555−18.9% | Reduced |
| Bristlecone Advisors, LLC | 2,384 | $852.1K | 0.07% | +19+0.8% | Added |
| Dynamic Technology Lab Private Ltd | 2,369 | $847.0K | 0.14% | +2,369 | New |
| FORA Capital, LLC | 2,332 | $833.5K | 0.10% | +282+13.8% | Added |
| HighTower Advisors, LLC | 2,330 | $832.8K | 0.00% | +1,055+82.7% | Added |
| Neuberger Berman Group LLC | 2,321 | $829.6K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,312 | $826.0K | 0.02% | −160−6.5% | Reduced |
| Gotham Asset Management, LLC | 2,269 | $811.0K | 0.01% | −4,227−65.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,257 | $806.7K | 0.00% | +51+2.3% | Added |
| IFP Advisors, Inc | 2,206 | $790.5K | 0.03% | −744−25.2% | Reduced |
| Federated Hermes, Inc. | 2,203 | $787.4K | 0.00% | −42−1.9% | Reduced |
| Vestcor Inc | 2,157 | $771.0K | 0.03% | +2,157 | New |
| Prudential Financial Inc | 2,053 | $761.8K | 0.00% | −501−19.6% | Reduced |
| Yorktown Management & Research Co Inc | 2,100 | $750.6K | 0.72% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 2,092 | $747.6K | 0.41% | −198−8.6% | Reduced |
| Quantinno Capital Management LP | 2,088 | $746.3K | 0.01% | +1,004+92.6% | Added |
| XTX Topco Ltd | 2,003 | $715.9K | 0.06% | +2,003 | New |
| Securian Asset Management, Inc | 1,979 | $707.4K | 0.02% | −100−4.8% | Reduced |
| QRG Capital Management, Inc. | 1,919 | $686.0K | 0.01% | −152−7.3% | Reduced |
| FourThought Financial Partners, LLC | 1,907 | $681.9K | 0.07% | −46−2.4% | Reduced |
| Allianz Asset Management GmbH | 1,890 | $675.5K | 0.00% | +1,890 | New |
| Winnow Wealth LLC | 2,068 | $671.1K | 0.67% | +2,068 | New |
| Change Path, LLC | 1,857 | $663.9K | 0.02% | +404+27.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,817 | $649.4K | 0.00% | +191+11.7% | Added |
| Shell Asset Management Co | 1,792 | $641.0K | 0.03% | −3−0.2% | Reduced |
| Creative Planning | 1,753 | $626.6K | 0.00% | +96+5.8% | Added |
| Advisor Group Holdings, Inc. | 1,730 | $618.4K | 0.00% | +165+10.5% | Added |
| Rafferty Asset Management, LLC | 1,698 | $606.9K | 0.00% | −453−21.1% | Reduced |
| M&T Bank Corp | 1,636 | $585.0K | 0.00% | −275−14.4% | Reduced |
| Financial Strategies Group, Inc. | 1,704 | $582.4K | 0.14% | +73+4.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,644 | $571.9K | 0.01% | +595+56.7% | Added |
| Marshall Wace, LLP | 1,600 | $571.9K | 0.00% | −350−17.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,588 | $567.6K | 0.01% | −1,471−48.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,580 | $564.7K | 0.00% | +369+30.5% | Added |
| US Bancorp | 1,579 | $564.4K | 0.00% | +7+0.4% | Added |
| Sterling Capital Management LLC | 1,558 | $556.9K | 0.01% | +525+50.8% | Added |
| Mariner, LLC | 1,475 | $527.2K | 0.00% | +42+2.9% | Added |
| Truist Financial Corp | 1,456 | $520.4K | 0.00% | +219+17.7% | Added |
| Mount Yale Investment Advisors, LLC | 1,434 | $512.6K | 0.04% | −36−2.4% | Reduced |
| Occudo Quantitative Strategies LP | 1,420 | $507.6K | 0.09% | −2,316−62.0% | Reduced |
| Wexford Capital LP | 1,407 | $502.9K | 0.13% | −190−11.9% | Reduced |
| Bailard, Inc. | 1,402 | $501.1K | 0.01% | +1,402 | New |
| Maryland State Retirement & Pension System | 1,399 | $500.0K | 0.01% | −140−9.1% | Reduced |
| 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 |
| Diversified Trust Co | 1,345 | $480.7K | 0.01% | +2+0.1% | Added |
| Assetmark, Inc | 1,310 | $468.2K | 0.00% | −6−0.5% | Reduced |
| AdvisorShares Investments LLC | 1,300 | $464.7K | 0.09% | +1,300 | New |
| Aster Capital Management (DIFC) Ltd | 1,291 | $461.4K | 0.18% | +1,291 | New |
| ProShare Advisors LLC | 1,245 | $445.0K | 0.00% | +79+6.8% | Added |
| Guggenheim Capital LLC | 1,209 | $432.1K | 0.00% | −162−11.8% | Reduced |
| Mercer Global Advisors Inc | 1,198 | $428.4K | 0.00% | −168−12.3% | Reduced |
| Burney Co | 1,193 | $426.4K | 0.02% | −540−31.2% | Reduced |
| EntryPoint Capital, LLC | 1,180 | $421.8K | 0.18% | −115−8.9% | Reduced |
| D.A. Davidson & Co. | 1,154 | $412.6K | 0.00% | −229−16.6% | Reduced |
| Isthmus Partners, LLC | 1,147 | $410.0K | 0.05% | +50+4.6% | Added |
| Venturi Wealth Management, LLC | 1,139 | $407.1K | 0.02% | +291+34.3% | Added |
| Farringdon Capital, Ltd. | 1,125 | $402.1K | 0.17% | +1,125 | New |
| CI Private Wealth, LLC | 1,124 | $400.7K | 0.00% | −51−4.3% | Reduced |
| Quantitative Investment Management, LLC | 1,095 | $391.0K | 0.03% | −2,149−66.2% | Reduced |
| Bayforest Capital Ltd | 1,092 | $390.3K | 0.49% | +1,092 | New |
| Factorial Partners, LLC | 1,080 | $386.0K | 0.22% | −200−15.6% | Reduced |
| Connors Investor Services Inc | 1,055 | $377.1K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 1,051 | $376.0K | 0.00% | +275+35.4% | Added |
| SG Americas Securities, LLC | 1,026 | $367.0K | 0.00% | −1,798−63.7% | Reduced |
| MML Investors Services, LLC | 1,017 | $364.0K | 0.00% | +67+7.1% | Added |
| Shelton Capital Management | 1,009 | $360.6K | 0.01% | −66−6.1% | Reduced |
| Malaga Cove Capital, LLC | 1,001 | $357.8K | 0.14% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 1,000 | $357.4K | 0.00% | −39−3.8% | Reduced |
| Tectonic Advisors LLC | 985 | $352.1K | 0.02% | +985 | New |
| OneAscent Financial Services LLC | 980 | $350.0K | 0.03% | +207+26.8% | Added |
| Fifth Third Wealth Advisors LLC | 964 | $344.6K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 952 | $340.3K | 0.00% | +310+48.3% | Added |
| Wolverine Trading, LLC | 928 | $331.4K | 0.01% | +227+32.4% | Added |
| Ethic Inc. | 922 | $329.6K | 0.01% | −25−2.6% | Reduced |
| HSBC Holdings PLC | 921 | $329.2K | 0.00% | −36−3.8% | Reduced |
| Haverford Trust Co | 912 | $326.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 894 | $319.5K | 0.00% | −1,240−58.1% | Reduced |
| Ethos Financial Group, LLC | 892 | $318.8K | 0.04% | +12+1.4% | Added |
| TownSquare Capital, LLC | 887 | $317.0K | 0.00% | +887 | New |
| Lombard Odier Asset Management (USA) Corp | 880 | $314.5K | 0.12% | +880 | New |
| Metis Global Partners, LLC | 865 | $309.2K | 0.01% | −110−11.3% | Reduced |