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 |
|---|---|---|---|---|---|
| Qsemble Capital Management, LP | 1,212 | $355.8K | 0.04% | +1,212 | New |
| Steward Partners Investment Advisory, LLC | 1,204 | $353.5K | 0.00% | −2,472−67.2% | Reduced |
| Mercer Global Advisors Inc | 1,198 | $351.8K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,188 | $348.7K | 0.00% | −21−1.7% | Reduced |
| Whalen Wealth Management Inc. | 1,185 | $348.0K | 0.23% | +492+71.0% | Added |
| KBC Group NV | 1,178 | $346.0K | 0.00% | +127+12.1% | Added |
| CI Private Wealth, LLC | 1,175 | $344.9K | 0.00% | +51+4.5% | Added |
| TownSquare Capital, LLC | 1,156 | $339.3K | 0.00% | +269+30.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,148 | $337.0K | 0.00% | −9,356−89.1% | Reduced |
| D.A. Davidson & Co. | 1,139 | $334.5K | 0.00% | −15−1.3% | Reduced |
| Venturi Wealth Management, LLC | 1,139 | $334.3K | 0.02% | 00.0% | Unchanged |
| Magnetar Financial LLC | 1,137 | $333.8K | 0.00% | +1,137 | New |
| ProShare Advisors LLC | 1,134 | $332.9K | 0.00% | −111−8.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,106 | $324.7K | 0.01% | −482−30.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,101 | $323.2K | 0.02% | +137+14.2% | Added |
| Tectonic Advisors LLC | 1,096 | $321.7K | 0.02% | +111+11.3% | Added |
| Burney Co | 1,093 | $320.8K | 0.01% | −100−8.4% | Reduced |
| Ethos Financial Group, LLC | 892 | $318.8K | 0.03% | 00.0% | Unchanged |
| Factorial Partners, LLC | 1,080 | $317.0K | 0.20% | 00.0% | Unchanged |
| Connors Investor Services Inc | 1,055 | $309.7K | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 1,012 | $300.4K | 0.01% | +90+9.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,021 | $299.8K | 0.00% | −796−43.8% | Reduced |
| 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 |
| Keebeck Alpha, LP | 971 | $285.0K | 0.33% | +971 | New |
| Quantitative Investment Management, LLC | 967 | $283.0K | 0.03% | −128−11.7% | Reduced |
| Commerce Bank | 959 | $281.5K | 0.00% | +7+0.7% | Added |
| Wolverine Trading, LLC | 970 | $281.2K | 0.01% | +42+4.5% | Added |
| Commonwealth Equity Services, LLC | 959 | $281.0K | 0.00% | +149+18.4% | Added |
| Shelton Capital Management | 950 | $278.9K | 0.01% | −59−5.8% | Reduced |
| Malaga Cove Capital, LLC | 947 | $278.0K | 0.12% | −54−5.4% | Reduced |
| Bridgefront Capital, LLC | 921 | $270.4K | 0.08% | +921 | New |
| OneAscent Investment Solutions LLC | 910 | $267.0K | 0.32% | +910 | New |
| Petrus Trust Company, LTA | 906 | $265.9K | 0.02% | +906 | New |
| Haverford Trust Co | 892 | $261.8K | 0.00% | −20−2.2% | Reduced |
| CIBC Asset Management Inc | 878 | $257.7K | 0.00% | +15+1.7% | Added |
| Metis Global Partners, LLC | 865 | $253.9K | 0.01% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 2,400 | $250.6K | 0.21% | +2,400 | New |
| Vident Advisory, LLC | 805 | $236.5K | 0.00% | +25+3.2% | Added |
| Cambria Investment Management, L.P. | 796 | $233.7K | 0.02% | +796 | New |
| Jones Financial Companies LLLP | 794 | $230.3K | 0.00% | +97+13.9% | Added |
| First Citizens Bank & Trust Co | 783 | $229.8K | 0.01% | +16+2.1% | Added |
| Panagora Asset Management Inc | 778 | $228.4K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 776 | $227.8K | 0.02% | +776 | New |
| Private Advisor Group, LLC | 769 | $225.7K | 0.00% | +769 | New |
| Hennion & Walsh Asset Management, Inc. | 730 | $214.3K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 705 | $206.9K | 0.03% | +705 | New |
| Benjamin Edwards Inc | 700 | $205.6K | 0.00% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 700 | $205.5K | 0.26% | −135−16.2% | Reduced |
| Forum Financial Management, LP | 689 | $202.3K | 0.00% | +125+22.2% | Added |
| Ci Investments Inc. | 685 | $201.0K | 0.00% | +57+9.1% | Added |
| Coldstream Capital Management Inc | 644 | $189.0K | 0.00% | −19−2.9% | Reduced |
| National Bank of Canada | 584 | $171.3K | 0.00% | −17−2.8% | Reduced |
| EverSource Wealth Advisors, LLC | 548 | $160.9K | 0.01% | +47+9.4% | Added |
| US Bancorp | 531 | $155.9K | 0.00% | −1,048−66.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 486 | $142.7K | 0.11% | +486 | New |
| Quarry LP | 462 | $135.6K | 0.03% | +462 | New |
| Bryn Mawr Trust Co | 451 | $132.4K | 0.00% | −99−18.0% | Reduced |
| Nomura Asset Management Co Ltd | 415 | $121.8K | 0.00% | +57+15.9% | Added |
| Simplex Trading, LLC | 406 | $119.0K | 0.00% | −4−1.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 296 | $86.9K | 0.00% | +296 | New |
| Mather Group, LLC. | 288 | $84.5K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 285 | $83.7K | 0.04% | −20−6.6% | Reduced |
| Signaturefd, LLC | 277 | $81.3K | 0.00% | +27+10.8% | Added |
| GAMMA Investing LLC | 252 | $74.0K | 0.01% | +85+50.9% | Added |
| Fifth Third Bancorp | 251 | $73.7K | 0.00% | +24+10.6% | Added |
| Nisa Investment Advisors, LLC | 236 | $69.3K | 0.00% | −2,534−91.5% | Reduced |
| CWM, LLC | 212 | $62.0K | 0.00% | +49+30.1% | Added |
| Umb Bank N A | 203 | $59.6K | 0.00% | +79+63.7% | Added |
| NBC Securities, Inc. | 202 | $59.0K | 0.01% | +202 | New |
| eCIO, Inc. | 187 | $54.9K | 0.02% | +187 | New |
| Hemington Wealth Management | 186 | $54.0K | 0.01% | +10+5.7% | Added |
| Contravisory Investment Management, Inc. | 182 | $53.4K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 175 | $51.4K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 152 | $44.6K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 149 | $43.7K | 0.02% | −43−22.4% | Reduced |
| Ronald Blue Trust, Inc. | 147 | $43.1K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 146 | $42.9K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 135 | $39.6K | 0.00% | −1,607,998−100.0% | Reduced |
| SBI Securities Co., Ltd. | 124 | $36.4K | 0.00% | +26+26.5% | Added |
| JFS Wealth Advisors, LLC | 123 | $36.2K | 0.00% | −1−0.8% | Reduced |
| Penserra Capital Management LLC | 125 | $36.0K | 0.00% | +4+3.3% | Added |
| Huntington National Bank | 101 | $29.6K | 0.00% | −3−2.9% | Reduced |
| Addison Advisors LLC | 100 | $29.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 89 | $25.8K | 0.00% | −2−2.2% | Reduced |
| Allworth Financial LP | 86 | $25.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 85 | $25.0K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 84 | $24.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 77 | $22.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 75 | $22.0K | 0.00% | −19−20.2% | Reduced |
| GWM Advisors LLC | 66 | $19.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 65 | $19.1K | 0.00% | −28−30.1% | Reduced |
| Parkside Financial Bank & Trust | 60 | $17.6K | 0.00% | +40+200.0% | Added |
| Riverview Trust Co | 60 | $17.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 55 | $16.1K | 0.01% | +55 | New |
| Kathleen S. Wright Associates Inc. | 54 | $15.9K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54 | $15.9K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 51 | $15.0K | 0.00% | +33+183.3% | Added |
| Security National Bank | 50 | $14.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 46 | $13.5K | 0.00% | +11+31.4% | Added |