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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, Q2 2025

Institutional positions in Lithia Motors Inc as of Jun 30, 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
453
−17 vs. Q1 2025
Shares held
26.2M
−2.73M (−9.4%) vs. Q1 2025
Total value
$8.82B
+$914.8M (+11.6%) vs. Q1 2025
New holders
57
167 more added
Sold out
74
166 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 453 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 heldQ2 2025: $8.82B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q1 2025.

Institutions holding LAD in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%00.0%Unchanged
South State Corp.1$3380.00%−1−50.0%Reduced
Parkworth Wealth Management, Inc.1$3380.00%00.0%Unchanged
AdvisorNet Financial, Inc1$3380.00%+1New
NewSquare Capital LLC1$3380.00%+1New
Bay Harbor Wealth Management, LLC2$6750.00%+1+100.0%Added
Rakuten Securities, Inc.2$6760.00%−150−98.7%Reduced
Private Wealth Management Group, LLC2$6760.00%00.0%Unchanged
Binnacle Investments Inc2$6760.00%00.0%Unchanged
TFC Financial Management2$6760.00%+1+100.0%Added
Kestra Investment Management, LLC2$6760.00%+2New
Valued Wealth Advisors LLC2$6770.00%00.0%Unchanged
HFM Investment Advisors, LLC3$1.01K0.00%+2+200.0%Added
SJS Investment Consulting Inc.3$1.01K0.00%−2−40.0%Reduced
TD Capital Management LLC3$1.02K0.00%00.0%Unchanged
True Wealth Design, LLC4$1.35K0.00%+2+100.0%Added
Rialto Wealth Management, LLC4$1.35K0.00%+4New
Bare Financial Services, Inc5$1.69K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$1.69K0.00%00.0%Unchanged
Sachetta, LLC5$1.69K0.00%00.0%Unchanged
Larson Financial Group LLC6$2.03K0.00%−2−25.0%Reduced
Cromwell Holdings LLC6$2.03K0.00%+4+200.0%Added
Tortoise Investment Management, LLC6$2.03K0.00%+6New
Essential Partners LLC6$2.03K0.00%+6New
Creative Financial Designs Inc6$2.03K0.00%+4+200.0%Added
Bellevue Asset Management, LLC7$2.36K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$2.37K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.7$2.38K0.00%00.0%Unchanged
Manchester Capital Management LLC8$2.70K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC8$2.70K0.00%00.0%Unchanged
First Command Advisory Services, Inc.8$2.70K0.00%00.0%Unchanged
Stephens Consulting, LLC8$2.70K0.00%+8New
Twin Peaks Wealth Advisors, LLC9$2.71K0.00%+9New
Ogorek Anthony Joseph9$3.00K0.00%+2+28.6%Added
Versant Capital Management, Inc9$3.04K0.00%00.0%Unchanged
Colonial Trust Co10$3.27K0.00%00.0%Unchanged
WPG Advisers, LLC11$3.72K0.00%00.0%Unchanged
Farther Finance Advisors, LLC11$3.74K0.00%−10−47.6%Reduced
Capital Advisors, Ltd. LLC11$4.00K0.00%00.0%Unchanged
High Note Wealth, LLC14$4.73K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.14$4.74K0.00%00.0%Unchanged
Cetera Trust Company, N.A15$5.07K0.00%00.0%Unchanged
HighMark Wealth Management LLC17$5.74K0.00%−1−5.6%Reduced
Fortitude Family Office, LLC17$5.74K0.00%+5+41.7%Added
Washington Trust Advisors, Inc.19$6.42K0.00%00.0%Unchanged
Curat Global, LLC20$6.76K0.01%00.0%Unchanged
Smithfield Trust Co21$7.00K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC21$7.09K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc23$7.77K0.00%+3+15.0%Added
Sierra Ocean, LLC27$9.12K0.01%00.0%Unchanged
Covestor Ltd30$10.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc30$10.1K0.00%+6+25.0%Added
Retirement Wealth Solutions LLC31$10.5K0.01%00.0%Unchanged
Central Trust Co34$11.5K0.00%00.0%Unchanged
West Branch Capital LLC45$15.2K0.00%00.0%Unchanged
Principal Securities, Inc.45$15.2K0.00%+14+45.2%Added
Smartleaf Asset Management LLC47$15.8K0.00%−42−47.2%Reduced
Geneos Wealth Management Inc.48$16.2K0.00%+2+4.3%Added
Clearstead Advisors, LLC48$16.2K0.00%+41+585.7%Added
SBI Securities Co., Ltd.50$16.9K0.00%−74−59.7%Reduced
Security National Bank50$16.9K0.00%00.0%Unchanged
Massmutual Trust Co FSB50$16.9K0.00%+6+13.6%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.54$18.2K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.55$18.6K0.01%00.0%Unchanged
Altshuler Shaham Ltd56$18.9K0.00%+56New
Parkside Financial Bank & Trust60$20.3K0.00%00.0%Unchanged
Global X Japan Co., Ltd.61$20.6K0.00%−23−27.4%Reduced
V-Square Quantitative Management LLC62$20.9K0.00%−84−57.5%Reduced
GWM Advisors LLC65$21.9K0.00%−1−1.5%Reduced
Ameritas Advisory Services, LLC70$23.8K0.00%+70New
Plante Moran Financial Advisors, LLC77$26.0K0.00%00.0%Unchanged
MAI Capital Management80$27.0K0.00%+37+86.0%Added
Atlas Capital Advisors LLC83$28.0K0.00%+8+10.7%Added
Deseret Mutual Benefit Administrators85$28.7K0.01%00.0%Unchanged
Bessemer Group Inc88$29.0K0.00%+47+114.6%Added
Hantz Financial Services, Inc.89$30.0K0.00%+83+1,383.3%Added
Caitong International Asset Management Co., Ltd89$30.1K0.02%−397−81.7%Reduced
Huntington National Bank97$32.8K0.00%−4−4.0%Reduced
Addison Advisors LLC100$33.8K0.01%00.0%Unchanged
Allworth Financial LP104$35.1K0.00%+18+20.9%Added
JFS Wealth Advisors, LLC129$43.4K0.00%+6+4.9%Added
Parallel Advisors, LLC134$45.3K0.00%+69+106.2%Added
Penserra Capital Management LLC139$46.0K0.00%+14+11.2%Added
Barrow Hanley Mewhinney & Strauss LLC146$49.3K0.00%+11+8.1%Added
Rise Advisors, LLC149$50.3K0.02%00.0%Unchanged
Ronald Blue Trust, Inc.159$53.7K0.00%+12+8.2%Added
Talon Private Wealth, LLC164$55.6K0.01%+164New
Hemington Wealth Management172$58.0K0.01%−14−7.5%Reduced
Montag A & Associates Inc175$59.1K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.182$61.5K0.01%00.0%Unchanged
Skopos Labs, Inc.185$62.5K0.01%+134+262.7%Added
State of Wyoming198$66.9K0.01%+198New
Signaturefd, LLC201$67.9K0.00%−76−27.4%Reduced
Global Retirement Partners, LLC245$82.8K0.00%+245New
Bryn Mawr Trust Co259$87.5K0.00%−192−42.6%Reduced
Umb Bank N A262$88.5K0.00%+59+29.1%Added
Fifth Third Bancorp270$91.2K0.00%+19+7.6%Added
NBC Securities, Inc.277$93.0K0.01%+75+37.1%Added
Nisa Investment Advisors, LLC276$93.2K0.00%+40+16.9%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.284$96.0K0.00%+284New