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 |
|---|---|---|---|---|---|
| Connors Investor Services Inc | 1,055 | $356.4K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 1,050 | $354.7K | 0.00% | −517−33.0% | Reduced |
| Guggenheim Capital LLC | 1,039 | $351.0K | 0.00% | −149−12.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,033 | $349.2K | 0.00% | −115−10.0% | Reduced |
| Burney Co | 972 | $328.4K | 0.01% | −121−11.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 968 | $327.0K | 0.01% | −133−12.1% | Reduced |
| Commerce Bank | 952 | $321.6K | 0.00% | −7−0.7% | Reduced |
| Shelton Capital Management | 950 | $320.9K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 941 | $315.7K | 0.00% | +147+18.5% | Added |
| Haverford Trust Co | 896 | $302.7K | 0.00% | +4+0.4% | 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 |
| Forum Financial Management, LP | 881 | $297.6K | 0.00% | +192+27.9% | Added |
| CIBC Asset Management Inc | 878 | $296.6K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 883 | $296.4K | 0.01% | −87−9.0% | Reduced |
| OneAscent Financial Services LLC | 864 | $295.0K | 0.02% | −578−40.1% | Reduced |
| Magnetar Financial LLC | 869 | $293.6K | 0.00% | −268−23.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 868 | $293.2K | 0.02% | −7,766−89.9% | Reduced |
| US Bancorp | 847 | $286.1K | 0.00% | +316+59.5% | Added |
| Vident Advisory, LLC | 842 | $284.6K | 0.00% | +37+4.6% | Added |
| Ethic Inc. | 848 | $284.6K | 0.01% | −164−16.2% | Reduced |
| Leonteq Securities AG | 841 | $284.1K | 0.02% | +841 | New |
| EverSource Wealth Advisors, LLC | 821 | $277.2K | 0.01% | +273+49.8% | Added |
| Commonwealth Equity Services, LLC | 814 | $275.0K | 0.00% | −145−15.1% | Reduced |
| Summit Trail Advisors, LLC | 801 | $270.6K | 0.00% | +801 | New |
| Cambria Investment Management, L.P. | 796 | $268.9K | 0.02% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 751 | $253.8K | 0.04% | +751 | New |
| Venturi Wealth Management, LLC | 734 | $248.0K | 0.01% | −405−35.6% | Reduced |
| Benjamin Edwards Inc | 730 | $246.7K | 0.00% | +30+4.3% | Added |
| 111 Capital | 721 | $243.6K | 0.04% | +721 | New |
| WBI Investments | 719 | $242.8K | 0.06% | +719 | New |
| KBC Group NV | 716 | $242.0K | 0.00% | −462−39.2% | Reduced |
| OneAscent Wealth Management LLC | 716 | $242.0K | 0.09% | +716 | New |
| Innealta Capital, LLC | 703 | $237.5K | 0.13% | +703 | New |
| Private Advisor Group, LLC | 697 | $235.5K | 0.00% | −72−9.4% | Reduced |
| Swiss Life Asset Management Ltd | 678 | $229.0K | 0.00% | +678 | New |
| Moneta Group Investment Advisors LLC | 674 | $227.7K | 0.00% | +674 | New |
| Ci Investments Inc. | 673 | $227.0K | 0.00% | −12−1.8% | Reduced |
| Blair William & Co | 661 | $223.2K | 0.00% | +661 | New |
| Everence Capital Management Inc | 650 | $220.0K | 0.01% | +650 | New |
| Tower Research Capital LLC (TRC) | 646 | $218.2K | 0.01% | −460−41.6% | Reduced |
| Novem Group | 643 | $217.2K | 0.03% | +643 | New |
| Fiduciary Trust Co | 640 | $216.2K | 0.00% | +640 | New |
| Coldstream Capital Management Inc | 626 | $211.5K | 0.00% | −18−2.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 622 | $210.1K | 0.01% | +622 | New |
| Sage Investment Counsel LLC | 620 | $209.4K | 0.24% | −80−11.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 610 | $206.1K | 0.02% | +610 | New |
| Sage Rhino Capital LLC | 609 | $205.7K | 0.04% | +609 | New |
| National Bank of Canada | 606 | $204.5K | 0.00% | +22+3.8% | Added |
| GAMMA Investing LLC | 445 | $150.3K | 0.01% | +193+76.6% | Added |
| Nomura Asset Management Co Ltd | 415 | $140.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 381 | $129.0K | 0.00% | +169+79.7% | Added |
| Danske Bank A/S | 300 | $101.3K | 0.00% | +300 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 284 | $96.0K | 0.00% | +284 | New |
| Nisa Investment Advisors, LLC | 276 | $93.2K | 0.00% | +40+16.9% | Added |
| NBC Securities, Inc. | 277 | $93.0K | 0.01% | +75+37.1% | Added |
| Fifth Third Bancorp | 270 | $91.2K | 0.00% | +19+7.6% | Added |
| Umb Bank N A | 262 | $88.5K | 0.00% | +59+29.1% | Added |
| Bryn Mawr Trust Co | 259 | $87.5K | 0.00% | −192−42.6% | Reduced |
| Global Retirement Partners, LLC | 245 | $82.8K | 0.00% | +245 | New |
| Signaturefd, LLC | 201 | $67.9K | 0.00% | −76−27.4% | Reduced |
| State of Wyoming | 198 | $66.9K | 0.01% | +198 | New |
| Skopos Labs, Inc. | 185 | $62.5K | 0.01% | +134+262.7% | Added |
| Contravisory Investment Management, Inc. | 182 | $61.5K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 175 | $59.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 172 | $58.0K | 0.01% | −14−7.5% | Reduced |
| Talon Private Wealth, LLC | 164 | $55.6K | 0.01% | +164 | New |
| Ronald Blue Trust, Inc. | 159 | $53.7K | 0.00% | +12+8.2% | Added |
| Rise Advisors, LLC | 149 | $50.3K | 0.02% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 146 | $49.3K | 0.00% | +11+8.1% | Added |
| Penserra Capital Management LLC | 139 | $46.0K | 0.00% | +14+11.2% | Added |
| Parallel Advisors, LLC | 134 | $45.3K | 0.00% | +69+106.2% | Added |
| JFS Wealth Advisors, LLC | 129 | $43.4K | 0.00% | +6+4.9% | Added |
| Allworth Financial LP | 104 | $35.1K | 0.00% | +18+20.9% | Added |
| Addison Advisors LLC | 100 | $33.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 97 | $32.8K | 0.00% | −4−4.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 89 | $30.1K | 0.02% | −397−81.7% | Reduced |
| Hantz Financial Services, Inc. | 89 | $30.0K | 0.00% | +83+1,383.3% | Added |
| Bessemer Group Inc | 88 | $29.0K | 0.00% | +47+114.6% | Added |
| Deseret Mutual Benefit Administrators | 85 | $28.7K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 83 | $28.0K | 0.00% | +8+10.7% | Added |
| MAI Capital Management | 80 | $27.0K | 0.00% | +37+86.0% | Added |
| Plante Moran Financial Advisors, LLC | 77 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 70 | $23.8K | 0.00% | +70 | New |
| GWM Advisors LLC | 65 | $21.9K | 0.00% | −1−1.5% | Reduced |
| V-Square Quantitative Management LLC | 62 | $20.9K | 0.00% | −84−57.5% | Reduced |
| Global X Japan Co., Ltd. | 61 | $20.6K | 0.00% | −23−27.4% | Reduced |
| Parkside Financial Bank & Trust | 60 | $20.3K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 56 | $18.9K | 0.00% | +56 | New |
| Pinnacle Bancorp, Inc. | 55 | $18.6K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54 | $18.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 50 | $16.9K | 0.00% | −74−59.7% | Reduced |
| Security National Bank | 50 | $16.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 50 | $16.9K | 0.00% | +6+13.6% | Added |
| Clearstead Advisors, LLC | 48 | $16.2K | 0.00% | +41+585.7% | Added |
| Geneos Wealth Management Inc. | 48 | $16.2K | 0.00% | +2+4.3% | Added |
| Smartleaf Asset Management LLC | 47 | $15.8K | 0.00% | −42−47.2% | Reduced |
| West Branch Capital LLC | 45 | $15.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 45 | $15.2K | 0.00% | +14+45.2% | Added |
| Central Trust Co | 34 | $11.5K | 0.00% | 00.0% | Unchanged |