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, Q3 2025
Institutional positions in Lithia Motors Inc as of Sep 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
- +4 vs. Q2 2025
- Shares held
- 24.3M
- −1.44M (−5.6%) vs. Q2 2025
- Total value
- $7.68B
- −$993.8M (−11.5%) vs. Q2 2025
- New holders
- 65
- 144 more added
- Sold out
- 61
- 169 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Wealth Solutions LLC | 30 | $9.48K | 0.01% | −1−3.2% | Reduced |
| Bayforest Capital Ltd | 27 | $8.53K | 0.00% | −1,694−98.4% | Reduced |
| Washington Trust Advisors, Inc. | 26 | $8.22K | 0.00% | +7+36.8% | Added |
| Bell Investment Advisors, Inc | 23 | $7.27K | 0.00% | −7−23.3% | Reduced |
| Farmers & Merchants Investments Inc | 23 | $7.27K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 21 | $6.64K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 20 | $6.32K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 20 | $6.32K | 0.00% | +20 | New |
| Smithfield Trust Co | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 16 | $6.00K | 0.00% | +16 | New |
| Spire Wealth Management | 18 | $5.69K | 0.00% | +18 | New |
| Fortitude Family Office, LLC | 17 | $5.37K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $5.06K | 0.00% | +7+77.8% | Added |
| Central Trust Co | 15 | $4.74K | 0.00% | −19−55.9% | Reduced |
| Cetera Trust Company, N.A | 15 | $4.74K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 14 | $4.42K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $4.42K | 0.00% | +10+250.0% | Added |
| WPG Advisers, LLC | 11 | $3.48K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 11 | $3.40K | 0.00% | +1+10.0% | Added |
| Bellevue Asset Management, LLC | 10 | $3.16K | 0.00% | +3+42.9% | Added |
| Guerra Advisors Inc | 10 | $3.16K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 8 | $2.53K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $2.53K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $2.36K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $2.21K | 0.00% | −1−12.5% | Reduced |
| Larson Financial Group LLC | 7 | $2.21K | 0.00% | +1+16.7% | Added |
| Ogorek Anthony Joseph | 7 | $2.00K | 0.00% | −2−22.2% | Reduced |
| Creative Financial Designs Inc | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 6 | $1.90K | 0.00% | +6 | New |
| Sachetta, LLC | 5 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $1.58K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $1.58K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $1.58K | 0.00% | +1+25.0% | Added |
| Cloud Capital Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| TD Capital Management LLC | 3 | $954 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $948 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $634 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $632 | 0.00% | −1−33.3% | Reduced |
| TFC Financial Management | 2 | $632 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $632 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $632 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 2 | $632 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $632 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $632 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 2 | $632 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $632 | 0.00% | +2 | New |
| ZRC Wealth Management, LLC | 2 | $632 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 1 | $316 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −129,130−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −115,373−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −99,543−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −64,388−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −42,298−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −30,636−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −23,150−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −20,892−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| 4D Advisors, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −11,981−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −11,893−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −8,260−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,057−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Thrive Capital Management, LLC | 0 | $0 | 0.00% | −5,937−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −4,788−100.0% | Sold out |
| Peak Retirement Planning, Inc. | 0 | $0 | 0.00% | −4,584−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −4,265−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −3,996−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,599−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −2,533−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −2,240−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −2,230−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,065−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,797−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,653−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,624−100.0% | Sold out |
| Corient IA LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −1,434−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,399−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −1,373−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,326−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −1,197−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −1,102−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −1,070−100.0% | Sold out |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| Sage Investment Counsel LLC | 0 | $0 | 0.00% | −620−100.0% | Sold out |