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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, Q1 2025

Institutional positions in Lithia Motors Inc as of Mar 31, 2025. 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
471
+36 vs. Q4 2024
Shares held
28.9M
+1.24M (+4.5%) vs. Q4 2024
Total value
$7.91B
−$1.98B (−20.0%) vs. Q4 2024
New holders
90
167 more added
Sold out
54
136 more reduced

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 471 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 heldQ1 2025: $7.91B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q4 2024.

Institutions holding LAD in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%+2New
Bay Harbor Wealth Management, LLC1$2930.00%+1New
MV Capital Management, Inc.1$2940.00%−1−50.0%Reduced
TFC Financial Management1$2940.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$2940.00%00.0%Unchanged
Rothschild Investment LLC1$2940.00%+1New
Greenline Partners, LLC1$2940.00%+1New
HFM Investment Advisors, LLC1$2940.00%+1New
Creative Financial Designs Inc2$5870.00%+2New
CVA Family Office, LLC2$5870.00%+2New
Cromwell Holdings LLC2$5870.00%+2New
Binnacle Investments Inc2$5870.00%+2New
Valued Wealth Advisors LLC2$5880.00%00.0%Unchanged
Private Wealth Management Group, LLC2$5880.00%00.0%Unchanged
South State Corp.2$5880.00%+2New
True Wealth Design, LLC2$5880.00%+2New
American Capital Advisory, LLC2$5880.00%+2New
WealthTrak Capital Management LLC2$5880.00%+2New
Hughes Financial Services, LLC2$5940.00%+2New
Principia Wealth Advisory, LLC2$6080.00%+2New
MPWM Advisory Solutions, LLC3$8810.00%00.0%Unchanged
TD Capital Management LLC3$8830.00%00.0%Unchanged
Horizon Investments, LLC4$1.17K0.00%+4New
Global Financial Private Client, LLC4$1.17K0.00%+2+100.0%Added
HHM Wealth Advisors, LLC4$1.18K0.00%00.0%Unchanged
SJS Investment Consulting Inc.5$1.47K0.00%−1−16.7%Reduced
Sachetta, LLC5$1.47K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$1.47K0.00%00.0%Unchanged
Bare Financial Services, Inc5$1.47K0.00%+5New
Ogorek Anthony Joseph7$2.00K0.00%+7New
Hantz Financial Services, Inc.6$2.00K0.00%+6New
Bellevue Asset Management, LLC7$2.05K0.00%+1+16.7%Added
DiNuzzo Private Wealth, Inc.7$2.06K0.00%00.0%Unchanged
Clearstead Advisors, LLC7$2.06K0.00%+7New
Newbridge Financial Services Group, Inc.7$2.06K0.00%−12−63.2%Reduced
Larson Financial Group LLC8$2.35K0.00%+5+166.7%Added
First Command Advisory Services, Inc.8$2.35K0.00%+8New
Prestige Wealth Management Group LLC8$2.35K0.00%00.0%Unchanged
Manchester Capital Management LLC8$2.35K0.00%+1+14.3%Added
Versant Capital Management, Inc9$2.64K0.00%00.0%Unchanged
Colonial Trust Co10$2.84K0.00%00.0%Unchanged
Oakworth Capital, Inc.10$2.94K0.00%+10New
Capital Advisors, Ltd. LLC11$3.00K0.00%00.0%Unchanged
WPG Advisers, LLC11$3.23K0.00%00.0%Unchanged
Fortitude Family Office, LLC12$3.52K0.00%00.0%Unchanged
Key Financial Inc14$4.11K0.00%00.0%Unchanged
High Note Wealth, LLC14$4.11K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.14$4.12K0.00%00.0%Unchanged
Cetera Trust Company, N.A15$4.40K0.00%00.0%Unchanged
Capital A Wealth Management, LLC16$4.70K0.00%00.0%Unchanged
HighMark Wealth Management LLC18$5.28K0.00%−5−21.7%Reduced
Washington Trust Advisors, Inc.19$5.58K0.00%+4+26.7%Added
Farmers & Merchants Investments Inc20$5.87K0.00%+9+81.8%Added
Curat Global, LLC20$5.87K0.01%+20New
Smithfield Trust Co21$6.00K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC21$6.17K0.00%00.0%Unchanged
Farther Finance Advisors, LLC21$6.25K0.00%−1−4.5%Reduced
Cornerstone Planning Group LLC23$6.29K0.00%00.0%Unchanged
Bell Investment Advisors, Inc24$7.04K0.00%00.0%Unchanged
Hollencrest Capital Management25$7.34K0.00%00.0%Unchanged
Sierra Ocean, LLC27$7.93K0.01%00.0%Unchanged
Covestor Ltd30$9.00K0.01%00.0%Unchanged
Amundi32$9.03K0.00%+10+45.5%Added
Retirement Wealth Solutions LLC31$9.10K0.01%00.0%Unchanged
Central Trust Co34$9.98K0.00%00.0%Unchanged
Principal Securities, Inc.31$11.1K0.00%00.0%Unchanged
Bessemer Group Inc41$12.0K0.00%−42−50.6%Reduced
Lindbrook Capital, LLC43$12.6K0.00%−23−34.8%Reduced
MAI Capital Management43$12.6K0.00%00.0%Unchanged
Massmutual Trust Co FSB44$12.9K0.00%+14+46.7%Added
West Branch Capital LLC45$13.2K0.00%00.0%Unchanged
Geneos Wealth Management Inc.46$13.5K0.00%+11+31.4%Added
Security National Bank50$14.7K0.00%00.0%Unchanged
Skopos Labs, Inc.51$15.0K0.00%+33+183.3%Added
Kathleen S. Wright Associates Inc.54$15.9K0.01%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.54$15.9K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.55$16.1K0.01%+55New
Riverview Trust Co60$17.6K0.02%00.0%Unchanged
Parkside Financial Bank & Trust60$17.6K0.00%+40+200.0%Added
Parallel Advisors, LLC65$19.1K0.00%−28−30.1%Reduced
GWM Advisors LLC66$19.3K0.00%00.0%Unchanged
Atlas Capital Advisors LLC75$22.0K0.00%−19−20.2%Reduced
Plante Moran Financial Advisors, LLC77$22.6K0.00%00.0%Unchanged
Global X Japan Co., Ltd.84$24.7K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators85$25.0K0.01%00.0%Unchanged
Allworth Financial LP86$25.1K0.00%00.0%Unchanged
Smartleaf Asset Management LLC89$25.8K0.00%−2−2.2%Reduced
Addison Advisors LLC100$29.4K0.01%00.0%Unchanged
Huntington National Bank101$29.6K0.00%−3−2.9%Reduced
Penserra Capital Management LLC125$36.0K0.00%+4+3.3%Added
JFS Wealth Advisors, LLC123$36.2K0.00%−1−0.8%Reduced
SBI Securities Co., Ltd.124$36.4K0.00%+26+26.5%Added
Barrow Hanley Mewhinney & Strauss LLC135$39.6K0.00%−1,607,998−100.0%Reduced
V-Square Quantitative Management LLC146$42.9K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.147$43.1K0.00%00.0%Unchanged
Rise Advisors, LLC149$43.7K0.02%−43−22.4%Reduced
Rakuten Securities, Inc.152$44.6K0.02%00.0%Unchanged
Montag A & Associates Inc175$51.4K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.182$53.4K0.01%00.0%Unchanged
Hemington Wealth Management186$54.0K0.01%+10+5.7%Added