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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Danske Bank A/S | 300 | $101.3K | 0.00% | +300 | New |
| CWM, LLC | 381 | $129.0K | 0.00% | +169+79.7% | Added |
| Nomura Asset Management Co Ltd | 415 | $140.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 445 | $150.3K | 0.01% | +193+76.6% | Added |
| National Bank of Canada | 606 | $204.5K | 0.00% | +22+3.8% | Added |
| Sage Rhino Capital LLC | 609 | $205.7K | 0.04% | +609 | New |
| Patriot Financial Group Insurance Agency, LLC | 610 | $206.1K | 0.02% | +610 | New |
| Sage Investment Counsel LLC | 620 | $209.4K | 0.24% | −80−11.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 622 | $210.1K | 0.01% | +622 | New |
| Coldstream Capital Management Inc | 626 | $211.5K | 0.00% | −18−2.8% | Reduced |
| Fiduciary Trust Co | 640 | $216.2K | 0.00% | +640 | New |
| Novem Group | 643 | $217.2K | 0.03% | +643 | New |
| Tower Research Capital LLC (TRC) | 646 | $218.2K | 0.01% | −460−41.6% | Reduced |
| Everence Capital Management Inc | 650 | $220.0K | 0.01% | +650 | New |
| Blair William & Co | 661 | $223.2K | 0.00% | +661 | New |
| Ci Investments Inc. | 673 | $227.0K | 0.00% | −12−1.8% | Reduced |
| Moneta Group Investment Advisors LLC | 674 | $227.7K | 0.00% | +674 | New |
| Swiss Life Asset Management Ltd | 678 | $229.0K | 0.00% | +678 | New |
| Private Advisor Group, LLC | 697 | $235.5K | 0.00% | −72−9.4% | Reduced |
| Innealta Capital, LLC | 703 | $237.5K | 0.13% | +703 | New |
| KBC Group NV | 716 | $242.0K | 0.00% | −462−39.2% | Reduced |
| OneAscent Wealth Management LLC | 716 | $242.0K | 0.09% | +716 | New |
| WBI Investments | 719 | $242.8K | 0.06% | +719 | New |
| 111 Capital | 721 | $243.6K | 0.04% | +721 | New |
| Benjamin Edwards Inc | 730 | $246.7K | 0.00% | +30+4.3% | Added |
| Venturi Wealth Management, LLC | 734 | $248.0K | 0.01% | −405−35.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 751 | $253.8K | 0.04% | +751 | New |
| Cambria Investment Management, L.P. | 796 | $268.9K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 801 | $270.6K | 0.00% | +801 | New |
| Commonwealth Equity Services, LLC | 814 | $275.0K | 0.00% | −145−15.1% | Reduced |
| EverSource Wealth Advisors, LLC | 821 | $277.2K | 0.01% | +273+49.8% | Added |
| Leonteq Securities AG | 841 | $284.1K | 0.02% | +841 | New |
| Ethic Inc. | 848 | $284.6K | 0.01% | −164−16.2% | Reduced |
| Vident Advisory, LLC | 842 | $284.6K | 0.00% | +37+4.6% | Added |
| US Bancorp | 847 | $286.1K | 0.00% | +316+59.5% | Added |
| Campbell & CO Investment Adviser LLC | 868 | $293.2K | 0.02% | −7,766−89.9% | Reduced |
| Magnetar Financial LLC | 869 | $293.6K | 0.00% | −268−23.6% | Reduced |
| OneAscent Financial Services LLC | 864 | $295.0K | 0.02% | −578−40.1% | Reduced |
| Wolverine Trading, LLC | 883 | $296.4K | 0.01% | −87−9.0% | Reduced |
| CIBC Asset Management Inc | 878 | $296.6K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 881 | $297.6K | 0.00% | +192+27.9% | Added |
| Marshall Wace, LLP | 892 | $301.3K | 0.00% | −38,593−97.7% | Reduced |
| EntryPoint Capital, LLC | 892 | $301.3K | 0.15% | −1,028−53.5% | Reduced |
| Haverford Trust Co | 896 | $302.7K | 0.00% | +4+0.4% | Added |
| Jones Financial Companies LLLP | 941 | $315.7K | 0.00% | +147+18.5% | Added |
| Shelton Capital Management | 950 | $320.9K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 952 | $321.6K | 0.00% | −7−0.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 968 | $327.0K | 0.01% | −133−12.1% | Reduced |
| Burney Co | 972 | $328.4K | 0.01% | −121−11.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,033 | $349.2K | 0.00% | −115−10.0% | Reduced |
| Guggenheim Capital LLC | 1,039 | $351.0K | 0.00% | −149−12.5% | Reduced |
| Stephens Inc | 1,050 | $354.7K | 0.00% | −517−33.0% | Reduced |
| Connors Investor Services Inc | 1,055 | $356.4K | 0.03% | 00.0% | Unchanged |
| Aristeia Capital LLC | 1,070 | $361.5K | 0.01% | −223−17.2% | Reduced |
| Blueshift Asset Management, LLC | 1,071 | $361.8K | 0.11% | −981−47.8% | Reduced |
| Diversify Advisory Services, LLC | 1,210 | $364.0K | 0.01% | +1,210 | New |
| Factorial Partners, LLC | 1,080 | $364.8K | 0.26% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 1,124 | $369.2K | 0.00% | −51−4.3% | Reduced |
| Jain Global LLC | 1,102 | $372.3K | 0.01% | +1,102 | New |
| D.A. Davidson & Co. | 1,126 | $380.6K | 0.00% | −13−1.1% | Reduced |
| ProShare Advisors LLC | 1,154 | $389.8K | 0.00% | +20+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,161 | $392.3K | 0.00% | −43−3.6% | Reduced |
| Wexford Capital LP | 1,197 | $404.4K | 0.11% | +1,197 | New |
| Maryland State Retirement & Pension System | 1,225 | $413.8K | 0.01% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,236 | $417.7K | 0.23% | −846−40.6% | Reduced |
| Tectonic Advisors LLC | 1,247 | $421.3K | 0.02% | +151+13.8% | Added |
| Panagora Asset Management Inc | 1,273 | $430.0K | 0.00% | +495+63.6% | Added |
| Mercer Global Advisors Inc | 1,283 | $433.3K | 0.00% | +85+7.1% | Added |
| Aristides Capital LLC | 1,287 | $434.8K | 0.14% | −813−38.7% | Reduced |
| Caption Management, LLC | 1,300 | $439.2K | 0.04% | −400−23.5% | Reduced |
| Savant Capital, LLC | 1,311 | $442.9K | 0.00% | +1,311 | New |
| Edgestream Partners, L.P. | 1,326 | $447.9K | 0.01% | +27+2.1% | Added |
| Whalen Wealth Management Inc. | 1,373 | $463.9K | 0.29% | +188+15.9% | Added |
| OneAscent Investment Solutions LLC | 1,392 | $470.0K | 0.50% | +482+53.0% | Added |
| HighTower Advisors, LLC | 1,392 | $470.1K | 0.00% | −349−20.0% | Reduced |
| Versor Investments LP | 1,399 | $472.6K | 0.08% | −1,681−54.6% | Reduced |
| R Squared Ltd | 1,410 | $476.3K | 0.26% | +160+12.8% | Added |
| CWM Advisors, LLC | 1,434 | $484.5K | 0.05% | +63+4.6% | Added |
| Teza Capital Management LLC | 1,445 | $488.1K | 0.36% | −39−2.6% | Reduced |
| M&T Bank Corp | 1,488 | $502.8K | 0.00% | +35+2.4% | Added |
| Corient IA LLC | 1,500 | $506.7K | 0.30% | +1,500 | New |
| Sterling Capital Management LLC | 1,516 | $512.1K | 0.01% | +59+4.0% | Added |
| Rafferty Asset Management, LLC | 1,522 | $514.2K | 0.00% | +32+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,531 | $517.0K | 0.00% | −890−36.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,556 | $525.6K | 0.04% | +43+2.8% | Added |
| Shell Asset Management Co | 1,563 | $528.0K | 0.02% | −278−15.1% | Reduced |
| Captrust Financial Advisors | 1,565 | $528.7K | 0.00% | +80+5.4% | Added |
| MML Investors Services, LLC | 1,609 | $544.0K | 0.00% | −925−36.5% | Reduced |
| CenterBook Partners LP | 1,614 | $545.2K | 0.03% | −1,290−44.4% | Reduced |
| Capstone Investment Advisors, LLC | 1,624 | $548.6K | 0.00% | +1,624 | New |
| Brinker Capital Investments, LLC | 1,638 | $553.4K | 0.00% | +1,638 | New |
| Jefferies Financial Group Inc. | 1,653 | $558.4K | 0.01% | +1,653 | New |
| Mount Lucas Management LP | 1,712 | $578.3K | 0.28% | +1,712 | New |
| Bayforest Capital Ltd | 1,721 | $581.4K | 0.25% | +468+37.4% | Added |
| SG Americas Securities, LLC | 1,746 | $590.0K | 0.00% | −3,425−66.2% | Reduced |
| Assetmark, Inc | 1,753 | $592.2K | 0.00% | +42+2.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,785 | $603.0K | 0.02% | +1,055+144.5% | Added |
| Gsa Capital Partners LLP | 1,797 | $607.0K | 0.04% | −3,110−63.4% | Reduced |
| First Eagle Investment Management, LLC | 1,879 | $634.8K | 0.00% | +647+52.5% | Added |
| Winton Group Ltd | 1,927 | $651.0K | 0.03% | +1,927 | New |