Lithia Motors Inc

LAD

Exchange: NYSE
Industry: Retail-Auto Dealers & Gasoline Stations
SEC CIK: 0001023128

SEC filings (opens in a new tab)

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.

Q1 2026 vs. Q4 2025

How the institutions holding Lithia Motors Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of LAD: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	482	7	436	−39
Shares	24.0M	2.88M	24.5M	+3.35M (+15.8%)
Value	$7.99B	$957.2M	$6.12B	−$911.3M (−13.0%)

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (57)

Institutions that held Lithia Motors Inc at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to LAD in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Portfolio Management LLC	1,154,703	$288.4M	0.02%
Vanguard Capital Management LLC	1,058,904	$264.4M	0.01%
Cooke & Bieler LP	346,436	$86.5M	0.98%
Vanguard Fiduciary Trust Co	150,145	$37.5M	0.01%
Covalis Capital LLP	79,868	$19.9M	1.23%
IMC-Chicago, LLC	55,132	$13.8M	0.21%
CIBC Bancorp USA Inc.	45,994	$11.5M	0.02%
First Eagle Investment Management, LLC	43,700	$10.9M	0.02%
Walleye Trading LLC	40,543	$10.1M	0.21%
Vanguard Asset Management, Ltd	22,676	$5.66M	0.00%
Vanguard Global Advisers, LLC	17,935	$4.48M	0.00%
Holocene Advisors, LP	15,025	$3.75M	0.01%
EVR Research LP	15,000	$3.75M	2.13%
Cobalt Capital Management, Inc.	14,332	$3.58M	2.00%
Man Group plc	11,696	$2.92M	0.01%
Empowered Funds, LLC	9,511	$2.38M	0.02%
Simplex Trading, LLC	6,970	$1.74M	0.05%
Vanguard Investments Australia, Ltd.	6,240	$1.56M	0.00%
Caxton Associates LLP	3,340	$834.1K	0.02%
Miller Value Partners, LLC	2,654	$662.8K	0.17%
Brookstone Capital Management	2,420	$604.3K	0.01%
Twinbeech Capital LP	2,400	$599.3K	0.06%
Mayport, LLC	2,377	$593.6K	0.11%
Credit Agricole S A	2,300	$574.4K	0.00%
Talon Private Wealth, LLC	2,290	$571.9K	0.08%
Freestone Grove Partners LP	1,811	$452.2K	0.00%
DnB Asset Management AS	1,471	$367.3K	0.00%
Centiva Capital, LP	1,363	$340.4K	0.02%
Mount Yale Investment Advisors, LLC	1,353	$337.9K	0.01%
Landscape Capital Management, L.L.C.	1,343	$335.4K	0.02%
Axq Capital, LP	1,237	$308.9K	0.04%
Gsa Capital Partners LLP	1,210	$302.0K	0.02%
Y-Intercept (Hong Kong) Ltd	1,130	$282.2K	0.01%
nVerses Capital, LLC	961	$240.0K	0.22%
Aster Capital Management (DIFC) Ltd	711	$208.7K	0.07%
Nicolet Bankshares Inc	813	$203.9K	0.01%
Mather Group, LLC.	245	$61.2K	0.00%
Ameriflex Group, Inc.	54	$13.5K	0.01%
CVA Family Office, LLC	47	$11.7K	0.00%
Hara Capital LLC	40	$9.99K	0.00%
Tacita Capital Inc	39	$9.74K	0.01%
Community Financial Services Group, LLC	38	$9.53K	0.00%
Advisory Services Network, LLC	35	$8.74K	0.00%
Owl Creek Wealth Partners LLC	30	$7.49K	0.00%
LRI Investments, LLC	24	$5.99K	0.00%
Bogart Wealth, LLC	21	$5.24K	0.00%
Vanguard National Trust Co	20	$4.99K	0.00%
Twin Peaks Wealth Advisors, LLC	19	$4.75K	0.00%
Brown, Lisle/Cummings, Inc.	4	$999	0.00%
Quaker Wealth Management, LLC	2	$500	0.00%
Hughes Financial Services, LLC	2	$499	0.00%
Vermillion Wealth Management, Inc.	1	$250	0.00%
SHP Wealth Management	1	$250	0.00%
American Capital Advisory, LLC	1	$250	0.00%
Principia Wealth Advisory, LLC	1	$250	0.00%
Curio Wealth, LLC	1	$250	0.00%
TopTier Wealth Management, LLC	1	$250	0.00%

Sold out (96)

Institutions that held Lithia Motors Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of LAD in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Hook Mill Capital Partners, LP	111,458	$37.0M
Engineers Gate Manager LP	60,909	$20.2M
Logan Capital Management Inc	50,268	$16.7M
Point72 Asset Management, L.P.	34,687	$11.5M
Woodline Partners LP	23,943	$7.96M
Concentric Capital Strategies, LP	22,688	$7.54M
Tabor Asset Management, LP	19,355	$6.43M
Wellington Management Group LLP	15,788	$5.25M
Empyrean Capital Partners, LP	15,400	$5.12M
Dean Investment Associates, LLC	11,365	$3.78M
ExodusPoint Capital Management, LP	11,333	$3.77M
Edgestream Partners, L.P.	10,722	$3.56M
Aquatic Capital Management LLC	9,733	$3.23M
Steamboat Capital Partners, LLC	8,867	$2.95M
Convergence Investment Partners, LLC	8,090	$2.69M
ING Groep NV	7,900	$2.63M
Toronto Dominion Bank	6,523	$2.17M
Atom Investors LP	5,541	$1.84M
Dean Capital Management	5,425	$1.80M
J. Goldman & Co LP	5,112	$1.70M
Fox Run Management, L.L.C.	4,778	$1.59M
Occudo Quantitative Strategies LP	4,616	$1.53M
Bank of Nova Scotia	4,047	$1.34M
Walleye Capital LLC	4,008	$1.33M
Capstone Investment Advisors, LLC	3,900	$1.30M
Exchange Traded Concepts, LLC	3,366	$1.12M
FORA Capital, LLC	2,554	$848.8K
PenderFund Capital Management Ltd.	2,400	$797.6K
Jefferies Financial Group Inc.	2,106	$699.9K
Virginia Retirement Systems Et Al	1,750	$581.6K
Quantitative Investment Management, LLC	1,670	$554.0K
O'Shaughnessy Asset Management, LLC	1,542	$512.5K
Winton Group Ltd	1,510	$501.8K
Savant Capital, LLC	1,445	$480.2K
PDT Partners, LLC	1,376	$457.3K
Tectonic Advisors LLC	1,348	$448.0K
National Bank of Canada	1,275	$423.3K
Brown Advisory Inc	1,251	$415.7K
D.A. Davidson & Co.	1,245	$413.8K
Aigen Investment Management, LP	1,235	$410.4K
Jain Global LLC	1,051	$349.3K
Cerity Partners LLC	992	$329.7K
Forum Financial Management, LP	982	$326.3K
Commerce Bank	916	$304.4K
North Dakota State Investment Board	900	$299.1K
ISAM Funds (UK) Ltd	888	$295.1K
Sequoia Financial Advisors, LLC	877	$291.5K
Commonwealth Equity Services, LLC	825	$274.2K
Shelton Capital Management	800	$265.9K
Advisortrust Partners, LLC	797	$264.9K
Mirabella Financial Services LLP	777	$258.2K
Cambria Investment Management, L.P.	761	$252.9K
Arkadios Wealth Advisors	761	$252.8K
Mraz, Amerine & Associates, Inc.	751	$249.7K
Delta Capital Management LLC	750	$249.0K
Benjamin Edwards Inc	731	$243.0K
Quadrature Capital Ltd	716	$237.9K
Blair William & Co	716	$237.9K
Innealta Capital, LLC	703	$233.6K
First Nebraska Trust Co	700	$232.6K
Farringdon Capital, Ltd.	659	$219.0K
Havemeyer Place LP	649	$215.7K
Moneta Group Investment Advisors LLC	644	$214.0K
Fiduciary Trust Co	639	$212.4K
Sage Rhino Capital LLC	628	$208.7K
Cookson Peirce & Co Inc	626	$208.0K
TownSquare Capital, LLC	625	$207.7K
Coldstream Capital Management Inc	618	$205.4K
EntryPoint Capital, LLC	616	$204.7K
Colony Group, LLC	616	$202.6K
OneAscent Financial Services LLC	602	$200.1K
SRS Capital Advisors, Inc.	577	$191.8K
Horizon Investments, LLC	311	$103.4K
Kestra Advisory Services, LLC	204	$67.8K
SageView Advisory Group, LLC	194	$64.5K
Flagship Harbor Advisors, LLC	150	$49.9K
eCIO, Inc.	125	$41.5K
DV Trading LLC	120	$39.9K
Ancora Advisors, LLC	115	$38.2K
Quest Partners LLC	68	$22.6K
Winnow Wealth LLC	26	$8.66K
Spire Wealth Management	24	$7.98K
T. Rowe Price Investment Management, Inc.	16	$6.00K
Keating Financial Advisory Services, Inc.	18	$5.98K
Elyxium Wealth, LLC	18	$5.98K
MidFirst Bank	17	$5.65K
Bravera Wealth	15	$4.99K
Bare Financial Services, Inc	12	$3.99K
True Wealth Design, LLC	10	$3.32K
Bellevue Asset Management, LLC	10	$3.32K
Essential Partners LLC	9	$2.99K
International Assets Investment Management, LLC	5	$1.66K
HM Payson & Co	4	$1.33K
Quent Capital, LLC	4	$1.33K
TFC Financial Management	2	$665
Estate Planners Group, LLC	0	$52

Not filed for Q1 2026 yet (7)

Institutions that held Lithia Motors Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LAD in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	2,422,737	$805.1M
Norges Bank	376,775	$125.2M
CIBC Private Wealth Group, LLC	42,081	$14.0M
Comerica Bank	20,236	$6.73M
Brandywine Global Investment Management, LLC	17,260	$5.74M
David Loasby	867	$287.1K
Global Retirement Partners, LLC	369	$122.7K