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 |
|---|---|---|---|---|---|
| Dean Capital Management | 4,339 | $1.27M | 0.55% | +81+1.9% | Added |
| Utah Retirement Systems | 4,293 | $1.26M | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,280 | $1.26M | 0.01% | +225+5.5% | Added |
| South Dakota Investment Council | 4,195 | $1.23M | 0.03% | −100−2.3% | Reduced |
| Prudential Financial Inc | 3,317 | $1.21M | 0.00% | +1,264+61.6% | Added |
| Pictet Asset Management Holding SA | 4,128 | $1.21M | 0.00% | +211+5.4% | Added |
| Shellback Capital, LP | 4,122 | $1.21M | 0.12% | −49,000−92.2% | Reduced |
| Legato Capital Management LLC | 4,078 | $1.20M | 0.16% | −51−1.2% | Reduced |
| Beck Bode, LLC | 4,022 | $1.18M | 0.22% | +4,022 | New |
| Centiva Capital, LP | 3,968 | $1.16M | 0.07% | −1,486−27.2% | Reduced |
| Warren Averett Asset Management, LLC | 3,963 | $1.16M | 0.01% | +36+0.9% | Added |
| Headlands Technologies LLC | 3,900 | $1.14M | 0.13% | +3,900 | New |
| Xponance, Inc. | 3,864 | $1.13M | 0.01% | −441−10.2% | Reduced |
| Fulton Bank, N.A. | 3,754 | $1.10M | 0.04% | −274−6.8% | Reduced |
| Change Path, LLC | 3,682 | $1.08M | 0.03% | +1,825+98.3% | Added |
| JustInvest LLC | 3,639 | $1.07M | 0.02% | +254+7.5% | Added |
| Bayesian Capital Management, LP | 3,500 | $1.03M | 0.17% | +3,500 | New |
| Convergence Investment Partners, LLC | 3,475 | $1.02M | 0.28% | +3,475 | New |
| Quest Partners LLC | 3,402 | $998.6K | 0.11% | +3,402 | New |
| Peak Retirement Planning, Inc. | 3,341 | $980.7K | 0.54% | +906+37.2% | Added |
| Ashton Thomas Private Wealth, LLC | 3,321 | $974.8K | 0.04% | −103−3.0% | Reduced |
| Bank of Montreal | 3,274 | $961.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,144 | $922.9K | 0.02% | +79+2.6% | Added |
| Oak Thistle LLC | 3,131 | $919.1K | 0.19% | +3,131 | New |
| State of Alaska, Department of Revenue | 3,120 | $915.0K | 0.01% | +80+2.6% | Added |
| Bristlecone Advisors, LLC | 3,103 | $910.9K | 0.07% | +719+30.2% | Added |
| Versor Investments LP | 3,080 | $904.1K | 0.15% | +3,080 | New |
| Public Employees Retirement Association of Colorado | 2,932 | $861.0K | 0.00% | 00.0% | Unchanged |
| CenterBook Partners LP | 2,904 | $852.4K | 0.05% | −1,689−36.8% | Reduced |
| Neuberger Berman Group LLC | 2,877 | $844.5K | 0.00% | +556+24.0% | Added |
| Inspire Advisors, LLC | 2,843 | $834.6K | 0.10% | +2,137+302.7% | Added |
| New York Life Investment Management LLC | 2,808 | $824.3K | 0.01% | +21+0.8% | Added |
| Camelot Portfolios, LLC | 2,760 | $810.3K | 0.50% | +189+7.4% | Added |
| Pathstone Holdings, LLC | 2,748 | $807.0K | 0.00% | −130−4.5% | Reduced |
| Prospera Financial Services Inc | 2,720 | $798.4K | 0.02% | +2,720 | New |
| Ruane, Cunniff & Goldfarb L.P. | 2,716 | $797.3K | 0.01% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 2,559 | $751.2K | 0.51% | −2,303−47.4% | Reduced |
| Oppenheimer Asset Management Inc. | 2,547 | $747.6K | 0.01% | −31−1.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,536 | $744.4K | 0.00% | +109+4.5% | Added |
| MML Investors Services, LLC | 2,534 | $744.0K | 0.00% | +1,517+149.2% | Added |
| Deutsche Bank AG | 2,501 | $734.1K | 0.00% | −27−1.1% | Reduced |
| Winnow Wealth LLC | 2,499 | $733.4K | 0.68% | +431+20.8% | Added |
| Pinebridge Investments, L.P. | 2,481 | $728.3K | 0.01% | −6,144−71.2% | Reduced |
| Smith, Moore & Co. | 2,455 | $720.8K | 0.07% | +2,455 | New |
| Cambridge Investment Research Advisors, Inc. | 2,421 | $711.0K | 0.00% | +35+1.5% | Added |
| Allianz Asset Management GmbH | 2,399 | $704.2K | 0.00% | +509+26.9% | Added |
| Sherbrooke Park Advisers LLC | 2,349 | $689.5K | 0.32% | +2,349 | New |
| Toroso Investments, LLC | 2,299 | $674.8K | 0.01% | −308−11.8% | Reduced |
| Quantinno Capital Management LP | 2,289 | $671.9K | 0.00% | +201+9.6% | Added |
| Dynamic Technology Lab Private Ltd | 2,260 | $663.0K | 0.10% | −109−4.6% | Reduced |
| Atria Investments LLC | 2,258 | $662.9K | 0.01% | −572−20.2% | Reduced |
| IFP Advisors, Inc | 2,191 | $645.0K | 0.02% | −15−0.7% | Reduced |
| Vestcor Inc | 2,157 | $633.0K | 0.02% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 2,174 | $632.4K | 0.15% | +470+27.6% | Added |
| Point72 (DIFC) Ltd | 2,140 | $628.3K | 0.06% | +1,632+321.3% | Added |
| Yorktown Management & Research Co Inc | 2,100 | $616.4K | 0.67% | 00.0% | Unchanged |
| Aristides Capital LLC | 2,100 | $616.4K | 0.23% | +2,100 | New |
| Mariner, LLC | 2,094 | $614.7K | 0.00% | +619+42.0% | Added |
| Federated Hermes, Inc. | 2,092 | $614.1K | 0.00% | −111−5.0% | Reduced |
| Creative Planning | 2,081 | $610.9K | 0.00% | +328+18.7% | Added |
| Securian Asset Management, Inc | 2,079 | $610.3K | 0.02% | +100+5.1% | Added |
| Values First Advisors, Inc. | 2,082 | $610.1K | 0.36% | −10−0.5% | Reduced |
| Blueshift Asset Management, LLC | 2,052 | $602.3K | 0.24% | +1,444+237.5% | Added |
| QRG Capital Management, Inc. | 2,042 | $599.5K | 0.01% | +123+6.4% | Added |
| FourThought Financial Partners, LLC | 2,008 | $589.4K | 0.06% | +101+5.3% | Added |
| Pacer Advisors, Inc. | 2,000 | $587.1K | 0.00% | −3,717−65.0% | Reduced |
| EntryPoint Capital, LLC | 1,920 | $563.6K | 0.26% | +740+62.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,841 | $540.5K | 0.00% | +997+118.1% | Added |
| Shell Asset Management Co | 1,841 | $540.0K | 0.03% | +49+2.7% | Added |
| Cinctive Capital Management LP | 1,796 | $527.2K | 0.04% | +1,796 | New |
| The PNC Financial Services Group, Inc. | 1,779 | $522.2K | 0.00% | −478−21.2% | Reduced |
| HighTower Advisors, LLC | 1,741 | $511.0K | 0.00% | −589−25.3% | Reduced |
| Assetmark, Inc | 1,711 | $502.2K | 0.00% | +401+30.6% | Added |
| Hudson Bay Capital Management LP | 1,702 | $499.6K | 0.00% | +1,702 | New |
| Caption Management, LLC | 1,700 | $499.0K | 0.02% | +1,700 | New |
| Aster Capital Management (DIFC) Ltd | 1,446 | $498.1K | 0.09% | +155+12.0% | Added |
| Thrive Capital Management, LLC | 1,661 | $487.4K | 0.29% | +1,661 | New |
| Quadrant Capital Group LLC | 1,658 | $486.7K | 0.02% | +1,258+314.5% | Added |
| United Services Automobile Association | 1,664 | $482.4K | 0.01% | +1,664 | New |
| O'Shaughnessy Asset Management, LLC | 1,606 | $471.4K | 0.00% | +26+1.6% | Added |
| SummitTX Capital, L.P. | 1,582 | $464.4K | 0.02% | +1,582 | New |
| Stephens Inc | 1,567 | $460.0K | 0.01% | +878+127.4% | Added |
| Bailard, Inc. | 1,551 | $455.3K | 0.01% | +149+10.6% | Added |
| Mount Yale Investment Advisors, LLC | 1,513 | $444.1K | 0.04% | +79+5.5% | Added |
| Rafferty Asset Management, LLC | 1,490 | $437.4K | 0.00% | −208−12.2% | Reduced |
| Captrust Financial Advisors | 1,485 | $435.9K | 0.00% | −1,163−43.9% | Reduced |
| Teza Capital Management LLC | 1,484 | $435.6K | 0.20% | −1,094−42.4% | Reduced |
| Sterling Capital Management LLC | 1,457 | $427.7K | 0.01% | −101−6.5% | Reduced |
| M&T Bank Corp | 1,453 | $426.8K | 0.00% | −183−11.2% | Reduced |
| OneAscent Financial Services LLC | 1,442 | $426.0K | 0.03% | +462+47.1% | Added |
| Arete Wealth Advisors, LLC | 1,416 | $416.0K | 0.03% | −7,063−83.3% | Reduced |
| Diversified Trust Co | 1,375 | $403.6K | 0.01% | +30+2.2% | Added |
| CWM Advisors, LLC | 1,371 | $402.4K | 0.05% | −2,990−68.6% | Reduced |
| Edgestream Partners, L.P. | 1,299 | $381.3K | 0.01% | +1,299 | New |
| Aristeia Capital LLC | 1,293 | $379.5K | 0.01% | +1,293 | New |
| Bayforest Capital Ltd | 1,253 | $367.8K | 0.16% | +161+14.7% | Added |
| R Squared Ltd | 1,250 | $366.9K | 0.39% | +1,220+4,066.7% | Added |
| First Eagle Investment Management, LLC | 1,232 | $361.6K | 0.00% | −9,286−88.3% | Reduced |
| Nebula Research & Development LLC | 1,228 | $360.5K | 0.03% | +1,228 | New |
| Maryland State Retirement & Pension System | 1,225 | $359.6K | 0.01% | −174−12.4% | Reduced |