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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 863 | $308.5K | 0.00% | +42+5.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 844 | $301.8K | 0.00% | +64+8.2% | Added |
| Cerity Partners LLC | 866 | $299.8K | 0.00% | −155−15.2% | Reduced |
| Sage Investment Counsel LLC | 835 | $298.5K | 0.39% | +835 | New |
| Weiss Asset Management LP | 815 | $291.3K | 0.01% | +815 | New |
| Commonwealth Equity Services, LLC | 810 | $290.0K | 0.00% | −67−7.6% | Reduced |
| Scientech Research LLC | 796 | $284.5K | 0.08% | +796 | New |
| Vident Advisory, LLC | 780 | $279.0K | 0.00% | +32+4.3% | Added |
| Panagora Asset Management Inc | 778 | $278.1K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 767 | $274.1K | 0.01% | +99+14.8% | Added |
| Vise Technologies, Inc. | 758 | $270.9K | 0.02% | +758 | New |
| Innealta Capital, LLC | 731 | $261.3K | 0.13% | −293−28.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 730 | $260.9K | 0.01% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 706 | $252.4K | 0.03% | −66−8.5% | Reduced |
| Benjamin Edwards Inc | 700 | $250.3K | 0.00% | +37+5.6% | Added |
| Boston Private Wealth LLC | 698 | $249.5K | 0.00% | +698 | New |
| Jones Financial Companies LLLP | 697 | $249.3K | 0.00% | +145+26.3% | Added |
| Whalen Wealth Management Inc. | 693 | $247.8K | 0.17% | +693 | New |
| Empowered Funds, LLC | 692 | $247.3K | 0.00% | +692 | New |
| Stephens Inc | 689 | $246.3K | 0.00% | −7−1.0% | Reduced |
| Moneta Group Investment Advisors LLC | 674 | $240.9K | 0.00% | −4−0.6% | Reduced |
| Coldstream Capital Management Inc | 663 | $237.0K | 0.01% | −32−4.6% | Reduced |
| Blair William & Co | 661 | $236.2K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 650 | $232.3K | 0.01% | −8−1.2% | Reduced |
| Everence Capital Management Inc | 650 | $232.0K | 0.02% | +650 | New |
| Corton Capital Inc. | 634 | $226.6K | 0.13% | +634 | New |
| Ci Investments Inc. | 628 | $224.0K | 0.00% | +430+217.2% | Added |
| Moody Aldrich Partners LLC | 625 | $223.4K | 0.04% | +625 | New |
| Brown Advisory Inc | 623 | $222.7K | 0.00% | +623 | New |
| Profund Advisors LLC | 610 | $218.0K | 0.01% | −67−9.9% | Reduced |
| Blueshift Asset Management, LLC | 608 | $217.3K | 0.08% | +608 | New |
| Trust Point Inc. | 606 | $216.6K | 0.02% | +606 | New |
| National Bank of Canada | 601 | $214.8K | 0.00% | −30−4.8% | Reduced |
| Sage Rhino Capital LLC | 594 | $212.3K | 0.05% | +594 | New |
| Essex Financial Services, Inc. | 589 | $210.5K | 0.01% | +589 | New |
| Journey Strategic Wealth LLC | 580 | $207.3K | 0.01% | +580 | New |
| Atomi Financial Group, Inc. | 566 | $202.3K | 0.01% | +566 | New |
| Forum Financial Management, LP | 564 | $201.6K | 0.00% | +564 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 553 | $197.5K | 0.05% | −1,428−72.1% | Reduced |
| Bryn Mawr Trust Co | 550 | $196.6K | 0.00% | −133−19.5% | Reduced |
| Point72 (DIFC) Ltd | 508 | $181.6K | 0.02% | −1,216−70.5% | Reduced |
| EverSource Wealth Advisors, LLC | 501 | $179.3K | 0.01% | +92+22.5% | Added |
| Simplex Trading, LLC | 410 | $146.0K | 0.00% | +410 | New |
| Quadrant Capital Group LLC | 400 | $143.0K | 0.01% | +19+5.0% | Added |
| Nomura Asset Management Co Ltd | 358 | $128.0K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 305 | $109.0K | 0.06% | +305 | New |
| Mather Group, LLC. | 288 | $102.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 250 | $89.4K | 0.00% | +1+0.4% | Added |
| Fifth Third Bancorp | 227 | $81.1K | 0.00% | −18−7.3% | Reduced |
| Rise Advisors, LLC | 192 | $68.5K | 0.03% | +1+0.5% | Added |
| Contravisory Investment Management, Inc. | 182 | $65.1K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 175 | $62.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 176 | $62.0K | 0.02% | +10+6.0% | Added |
| GAMMA Investing LLC | 167 | $59.7K | 0.01% | +39+30.5% | Added |
| CWM, LLC | 163 | $58.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 152 | $54.3K | 0.02% | +142+1,420.0% | Added |
| Ronald Blue Trust, Inc. | 147 | $52.5K | 0.00% | −53−26.5% | Reduced |
| V-Square Quantitative Management LLC | 146 | $52.2K | 0.01% | +37+33.9% | Added |
| JFS Wealth Advisors, LLC | 124 | $44.4K | 0.00% | +1+0.8% | Added |
| Umb Bank N A | 124 | $44.3K | 0.00% | +51+69.9% | Added |
| Penserra Capital Management LLC | 121 | $43.0K | 0.00% | −5−4.0% | Reduced |
| Huntington National Bank | 104 | $37.2K | 0.00% | −3−2.8% | Reduced |
| Addison Advisors LLC | 100 | $35.7K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 98 | $35.0K | 0.00% | +98 | New |
| Atlas Capital Advisors LLC | 94 | $33.6K | 0.00% | +94 | New |
| Parallel Advisors, LLC | 93 | $33.2K | 0.00% | +47+102.2% | Added |
| LGT Financial Advisors LLC | 92 | $32.9K | 0.07% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 91 | $32.5K | 0.00% | +16+21.3% | Added |
| Deseret Mutual Benefit Administrators | 85 | $30.4K | 0.01% | +18+26.9% | Added |
| Global X Japan Co., Ltd. | 84 | $30.0K | 0.00% | +4+5.0% | Added |
| Allworth Financial LP | 86 | $29.7K | 0.00% | −16−15.7% | Reduced |
| Bessemer Group Inc | 83 | $29.0K | 0.00% | +20+31.7% | Added |
| Plante Moran Financial Advisors, LLC | 77 | $27.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 66 | $23.6K | 0.00% | +3+4.8% | Added |
| GWM Advisors LLC | 66 | $23.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 60 | $21.4K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 54 | $19.3K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54 | $18.8K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 50 | $17.9K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 45 | $16.1K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 43 | $15.4K | 0.00% | +43 | New |
| Whittier Trust Co of Nevada Inc | 40 | $14.3K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 35 | $12.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 35 | $12.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $12.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 34 | $12.2K | 0.00% | +34 | New |
| Principal Securities, Inc. | 31 | $11.1K | 0.00% | +1+3.3% | Added |
| Covestor Ltd | 30 | $11.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $10.7K | 0.00% | +5+20.0% | Added |
| R Squared Ltd | 30 | $10.7K | 0.01% | +30 | New |
| Retirement Wealth Solutions LLC | 31 | $10.6K | 0.01% | +31 | New |
| FPC Investment Advisory, Inc. | 28 | $10.5K | 0.01% | +28 | New |
| Meeder Asset Management Inc | 28 | $10.0K | 0.00% | +28 | New |
| Sierra Ocean, LLC | 27 | $9.65K | 0.01% | +27 | New |
| Hollencrest Capital Management | 25 | $8.94K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $8.58K | 0.00% | −2−7.7% | Reduced |
| HighMark Wealth Management LLC | 23 | $8.22K | 0.00% | +2+9.5% | Added |
| Cornerstone Planning Group LLC | 23 | $8.03K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22 | $7.89K | 0.00% | +5+29.4% | Added |
| Amundi | 22 | $7.68K | 0.00% | +22 | New |