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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| eCIO, Inc. | 187 | $54.9K | 0.02% | +187 | New |
| NBC Securities, Inc. | 202 | $59.0K | 0.01% | +202 | New |
| Umb Bank N A | 203 | $59.6K | 0.00% | +79+63.7% | Added |
| CWM, LLC | 212 | $62.0K | 0.00% | +49+30.1% | Added |
| Nisa Investment Advisors, LLC | 236 | $69.3K | 0.00% | −2,534−91.5% | Reduced |
| Fifth Third Bancorp | 251 | $73.7K | 0.00% | +24+10.6% | Added |
| GAMMA Investing LLC | 252 | $74.0K | 0.01% | +85+50.9% | Added |
| Signaturefd, LLC | 277 | $81.3K | 0.00% | +27+10.8% | Added |
| Richards, Merrill & Peterson, Inc. | 285 | $83.7K | 0.04% | −20−6.6% | Reduced |
| Mather Group, LLC. | 288 | $84.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 296 | $86.9K | 0.00% | +296 | New |
| Simplex Trading, LLC | 406 | $119.0K | 0.00% | −4−1.0% | Reduced |
| Nomura Asset Management Co Ltd | 415 | $121.8K | 0.00% | +57+15.9% | Added |
| Bryn Mawr Trust Co | 451 | $132.4K | 0.00% | −99−18.0% | Reduced |
| Quarry LP | 462 | $135.6K | 0.03% | +462 | New |
| Caitong International Asset Management Co., Ltd | 486 | $142.7K | 0.11% | +486 | New |
| US Bancorp | 531 | $155.9K | 0.00% | −1,048−66.4% | Reduced |
| EverSource Wealth Advisors, LLC | 548 | $160.9K | 0.01% | +47+9.4% | Added |
| National Bank of Canada | 584 | $171.3K | 0.00% | −17−2.8% | Reduced |
| Coldstream Capital Management Inc | 644 | $189.0K | 0.00% | −19−2.9% | Reduced |
| Ci Investments Inc. | 685 | $201.0K | 0.00% | +57+9.1% | Added |
| Forum Financial Management, LP | 689 | $202.3K | 0.00% | +125+22.2% | Added |
| Sage Investment Counsel LLC | 700 | $205.5K | 0.26% | −135−16.2% | Reduced |
| Benjamin Edwards Inc | 700 | $205.6K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 705 | $206.9K | 0.03% | +705 | New |
| Hennion & Walsh Asset Management, Inc. | 730 | $214.3K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 769 | $225.7K | 0.00% | +769 | New |
| Prelude Capital Management, LLC | 776 | $227.8K | 0.02% | +776 | New |
| Panagora Asset Management Inc | 778 | $228.4K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 783 | $229.8K | 0.01% | +16+2.1% | Added |
| Jones Financial Companies LLLP | 794 | $230.3K | 0.00% | +97+13.9% | Added |
| Cambria Investment Management, L.P. | 796 | $233.7K | 0.02% | +796 | New |
| Vident Advisory, LLC | 805 | $236.5K | 0.00% | +25+3.2% | Added |
| PenderFund Capital Management Ltd. | 2,400 | $250.6K | 0.21% | +2,400 | New |
| Metis Global Partners, LLC | 865 | $253.9K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 878 | $257.7K | 0.00% | +15+1.7% | Added |
| Haverford Trust Co | 892 | $261.8K | 0.00% | −20−2.2% | Reduced |
| Petrus Trust Company, LTA | 906 | $265.9K | 0.02% | +906 | New |
| OneAscent Investment Solutions LLC | 910 | $267.0K | 0.32% | +910 | New |
| Bridgefront Capital, LLC | 921 | $270.4K | 0.08% | +921 | New |
| Malaga Cove Capital, LLC | 947 | $278.0K | 0.12% | −54−5.4% | Reduced |
| Shelton Capital Management | 950 | $278.9K | 0.01% | −59−5.8% | Reduced |
| Commonwealth Equity Services, LLC | 959 | $281.0K | 0.00% | +149+18.4% | Added |
| Wolverine Trading, LLC | 970 | $281.2K | 0.01% | +42+4.5% | Added |
| Commerce Bank | 959 | $281.5K | 0.00% | +7+0.7% | Added |
| Quantitative Investment Management, LLC | 967 | $283.0K | 0.03% | −128−11.7% | Reduced |
| Keebeck Alpha, LP | 971 | $285.0K | 0.33% | +971 | New |
| Two Sigma Investments, LP | 1,000 | $293.5K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 1,000 | $293.5K | 0.00% | +1,000 | New |
| Envestnet Portfolio Solutions, Inc. | 1,021 | $299.8K | 0.00% | −796−43.8% | Reduced |
| Ethic Inc. | 1,012 | $300.4K | 0.01% | +90+9.8% | Added |
| Connors Investor Services Inc | 1,055 | $309.7K | 0.03% | 00.0% | Unchanged |
| Factorial Partners, LLC | 1,080 | $317.0K | 0.20% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 892 | $318.8K | 0.03% | 00.0% | Unchanged |
| Burney Co | 1,093 | $320.8K | 0.01% | −100−8.4% | Reduced |
| Tectonic Advisors LLC | 1,096 | $321.7K | 0.02% | +111+11.3% | Added |
| Fifth Third Wealth Advisors LLC | 1,101 | $323.2K | 0.02% | +137+14.2% | Added |
| Tower Research Capital LLC (TRC) | 1,106 | $324.7K | 0.01% | −482−30.4% | Reduced |
| ProShare Advisors LLC | 1,134 | $332.9K | 0.00% | −111−8.9% | Reduced |
| Magnetar Financial LLC | 1,137 | $333.8K | 0.00% | +1,137 | New |
| Venturi Wealth Management, LLC | 1,139 | $334.3K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,139 | $334.5K | 0.00% | −15−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,148 | $337.0K | 0.00% | −9,356−89.1% | Reduced |
| TownSquare Capital, LLC | 1,156 | $339.3K | 0.00% | +269+30.3% | Added |
| CI Private Wealth, LLC | 1,175 | $344.9K | 0.00% | +51+4.5% | Added |
| KBC Group NV | 1,178 | $346.0K | 0.00% | +127+12.1% | Added |
| Whalen Wealth Management Inc. | 1,185 | $348.0K | 0.23% | +492+71.0% | Added |
| Guggenheim Capital LLC | 1,188 | $348.7K | 0.00% | −21−1.7% | Reduced |
| Mercer Global Advisors Inc | 1,198 | $351.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,204 | $353.5K | 0.00% | −2,472−67.2% | Reduced |
| Qsemble Capital Management, LP | 1,212 | $355.8K | 0.04% | +1,212 | New |
| Maryland State Retirement & Pension System | 1,225 | $359.6K | 0.01% | −174−12.4% | Reduced |
| Nebula Research & Development LLC | 1,228 | $360.5K | 0.03% | +1,228 | New |
| First Eagle Investment Management, LLC | 1,232 | $361.6K | 0.00% | −9,286−88.3% | Reduced |
| R Squared Ltd | 1,250 | $366.9K | 0.39% | +1,220+4,066.7% | Added |
| Bayforest Capital Ltd | 1,253 | $367.8K | 0.16% | +161+14.7% | Added |
| Aristeia Capital LLC | 1,293 | $379.5K | 0.01% | +1,293 | New |
| Edgestream Partners, L.P. | 1,299 | $381.3K | 0.01% | +1,299 | New |
| CWM Advisors, LLC | 1,371 | $402.4K | 0.05% | −2,990−68.6% | Reduced |
| Diversified Trust Co | 1,375 | $403.6K | 0.01% | +30+2.2% | Added |
| Arete Wealth Advisors, LLC | 1,416 | $416.0K | 0.03% | −7,063−83.3% | Reduced |
| OneAscent Financial Services LLC | 1,442 | $426.0K | 0.03% | +462+47.1% | Added |
| M&T Bank Corp | 1,453 | $426.8K | 0.00% | −183−11.2% | Reduced |
| Sterling Capital Management LLC | 1,457 | $427.7K | 0.01% | −101−6.5% | Reduced |
| Teza Capital Management LLC | 1,484 | $435.6K | 0.20% | −1,094−42.4% | Reduced |
| Captrust Financial Advisors | 1,485 | $435.9K | 0.00% | −1,163−43.9% | Reduced |
| Rafferty Asset Management, LLC | 1,490 | $437.4K | 0.00% | −208−12.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,513 | $444.1K | 0.04% | +79+5.5% | Added |
| Bailard, Inc. | 1,551 | $455.3K | 0.01% | +149+10.6% | Added |
| Stephens Inc | 1,567 | $460.0K | 0.01% | +878+127.4% | Added |
| SummitTX Capital, L.P. | 1,582 | $464.4K | 0.02% | +1,582 | New |
| O'Shaughnessy Asset Management, LLC | 1,606 | $471.4K | 0.00% | +26+1.6% | Added |
| United Services Automobile Association | 1,664 | $482.4K | 0.01% | +1,664 | New |
| Quadrant Capital Group LLC | 1,658 | $486.7K | 0.02% | +1,258+314.5% | Added |
| Thrive Capital Management, LLC | 1,661 | $487.4K | 0.29% | +1,661 | New |
| Aster Capital Management (DIFC) Ltd | 1,446 | $498.1K | 0.09% | +155+12.0% | Added |
| Caption Management, LLC | 1,700 | $499.0K | 0.02% | +1,700 | New |
| Hudson Bay Capital Management LP | 1,702 | $499.6K | 0.00% | +1,702 | New |
| Assetmark, Inc | 1,711 | $502.2K | 0.00% | +401+30.6% | Added |
| HighTower Advisors, LLC | 1,741 | $511.0K | 0.00% | −589−25.3% | Reduced |