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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, Q4 2025

Institutional positions in Lithia Motors Inc as of Dec 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
482
+38 vs. Q3 2025
Shares held
24.0M
−238.5K (−1.0%) vs. Q3 2025
Total value
$7.99B
+$316.9M (+4.1%) vs. Q3 2025
New holders
88
140 more added
Sold out
50
184 more reduced

9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 482 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 heldQ4 2025: $7.99B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q3 2025.

Institutions holding LAD in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%00.0%Unchanged
Estate Planners Group, LLC0$520.00%0New
Harbour Investments, Inc.1$3320.00%+1New
Signature Equity Partners, LLC1$3320.00%+1New
Creative Financial Designs Inc2$6650.00%−4−66.7%Reduced
Raffa Wealth Management, LLC2$6650.00%00.0%Unchanged
TFC Financial Management2$6650.00%00.0%Unchanged
Rakuten Securities, Inc.2$6650.00%00.0%Unchanged
Private Wealth Management Group, LLC2$6650.00%00.0%Unchanged
HFM Investment Advisors, LLC2$6650.00%00.0%Unchanged
Zions Bancorporation, National Association2$6650.00%+2New
Lodestone Wealth Management LLC2$6650.00%+2New
Rossby Financial, LCC2$6650.00%+2New
Cornerstone Financial Management LLC2$6650.00%+2New
Valued Wealth Advisors LLC2$6680.00%00.0%Unchanged
PEAK6 LLC3$9560.00%+3New
Bay Harbor Wealth Management, LLC3$9960.00%+1+50.0%Added
CoreCap Advisors, LLC3$9970.00%−78−96.3%Reduced
SJS Investment Consulting Inc.3$9970.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.3$9970.00%+1+50.0%Added
TD Capital Management LLC3$1.00K0.00%00.0%Unchanged
Quent Capital, LLC4$1.33K0.00%+4New
Rialto Wealth Management, LLC4$1.33K0.00%−1−20.0%Reduced
HM Payson & Co4$1.33K0.00%+4New
Sachetta, LLC5$1.66K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$1.66K0.00%00.0%Unchanged
ZRC Wealth Management, LLC5$1.66K0.00%+3+150.0%Added
International Assets Investment Management, LLC5$1.66K0.00%+5New
J.Safra Asset Management Corp6$1.99K0.00%00.0%Unchanged
Cromwell Holdings LLC6$1.99K0.00%00.0%Unchanged
Westside Investment Management, Inc.6$1.99K0.00%+6New
Ogorek Anthony Joseph7$2.00K0.00%00.0%Unchanged
Larson Financial Group LLC7$2.33K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$2.33K0.00%00.0%Unchanged
Manchester Capital Management LLC7$2.33K0.00%00.0%Unchanged
First Command Advisory Services, Inc.8$2.66K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC8$2.66K0.00%00.0%Unchanged
Union Savings Bank9$2.99K0.00%+9New
Essential Partners LLC9$2.99K0.00%+3+50.0%Added
Bellevue Asset Management, LLC10$3.32K0.00%00.0%Unchanged
First Community Trust NA10$3.32K0.00%+10New
True Wealth Design, LLC10$3.32K0.00%−4−28.6%Reduced
Colonial Trust Co11$3.57K0.00%00.0%Unchanged
WPG Advisers, LLC11$3.66K0.00%00.0%Unchanged
Bare Financial Services, Inc12$3.99K0.00%+7+140.0%Added
Capital Advisors, Ltd. LLC11$4.00K0.00%00.0%Unchanged
High Note Wealth, LLC14$4.65K0.00%00.0%Unchanged
Basepoint Wealth LLC14$4.72K0.00%+14New
Central Trust Co15$4.99K0.00%00.0%Unchanged
Cetera Trust Company, N.A15$4.99K0.00%00.0%Unchanged
Bravera Wealth15$4.99K0.00%+15New
Fortitude Family Office, LLC17$5.65K0.00%00.0%Unchanged
MidFirst Bank17$5.65K0.00%+17New
Elyxium Wealth, LLC18$5.98K0.00%+18New
SBI Securities Co., Ltd.18$5.98K0.00%−13−41.9%Reduced
Keating Financial Advisory Services, Inc.18$5.98K0.00%+18New
T. Rowe Price Investment Management, Inc.16$6.00K0.00%00.0%Unchanged
Curat Global, LLC20$6.65K0.01%00.0%Unchanged
Atlas Capital Advisors LLC21$6.98K0.00%+21New
Frazier Financial Advisors, LLC21$6.98K0.00%00.0%Unchanged
Smithfield Trust Co21$7.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc23$7.64K0.00%00.0%Unchanged
Bell Investment Advisors, Inc23$7.64K0.00%00.0%Unchanged
Spire Wealth Management24$7.98K0.00%+6+33.3%Added
Winnow Wealth LLC26$8.66K0.01%−121−82.3%Reduced
Retirement Wealth Solutions LLC30$9.97K0.01%00.0%Unchanged
Versant Capital Management, Inc32$10.6K0.00%+16+100.0%Added
Covestor Ltd34$11.0K0.01%−2−5.6%Reduced
Farther Finance Advisors, LLC35$11.7K0.00%−233−86.9%Reduced
Security National Bank50$16.6K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.54$17.9K0.00%00.0%Unchanged
Massmutual Trust Co FSB59$19.6K0.00%+12+25.5%Added
Rothschild Investment LLC60$19.9K0.00%+58+2,900.0%Added
Global X Japan Co., Ltd.62$20.6K0.00%+17+37.8%Added
Pinnacle Bancorp, Inc.63$20.9K0.01%00.0%Unchanged
GWM Advisors LLC65$21.6K0.00%00.0%Unchanged
Quest Partners LLC68$22.6K0.00%−389−85.1%Reduced
Barrow Hanley Mewhinney & Strauss LLC68$22.6K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC70$23.3K0.00%+70New
Altshuler Shaham Ltd74$24.6K0.00%+9+13.8%Added
Plante Moran Financial Advisors, LLC77$25.6K0.00%00.0%Unchanged
Clearstead Advisors, LLC93$30.9K0.00%+49+111.4%Added
Huntington National Bank94$31.2K0.00%−7−6.9%Reduced
Smartleaf Asset Management LLC94$31.6K0.00%+16+20.5%Added
Addison Advisors LLC102$33.9K0.01%+2+2.0%Added
V-Square Quantitative Management LLC102$33.9K0.00%+102New
Bessemer Group Inc103$35.0K0.00%+1+1.0%Added
Deseret Mutual Benefit Administrators106$35.2K0.02%+21+24.7%Added
Root Financial Partners, LLC108$35.9K0.00%+11+11.3%Added
Quarry LP109$36.2K0.01%+55+101.9%Added
Group One Trading, L.P.112$37.2K0.00%+92+460.0%Added
Los Angeles Capital Management LLC121$38.1K0.00%+121New
Ancora Advisors, LLC115$38.2K0.00%+115New
Allworth Financial LP116$38.6K0.00%−70−37.6%Reduced
DV Trading LLC120$39.9K0.00%+120New
Parkside Financial Bank & Trust121$40.2K0.00%+16+15.2%Added
eCIO, Inc.125$41.5K0.02%+125New
JFS Wealth Advisors, LLC133$44.2K0.00%+9+7.3%Added
Penserra Capital Management LLC136$45.0K0.00%−4−2.9%Reduced
Ronald Blue Trust, Inc.147$48.9K0.00%00.0%Unchanged