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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, Q1 2026

Institutional positions in Lithia Motors Inc as of Mar 31, 2026. 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
436
−39 vs. Q4 2025
Shares held
24.5M
+3.35M (+15.8%) vs. Q4 2025
Total value
$6.12B
−$911.3M (−13.0%) vs. Q4 2025
New holders
57
158 more added
Sold out
96
156 more reduced

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 436 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 heldQ1 2026: $6.12B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q4 2025.

Institutions holding LAD in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth4$00.00%+2+100.0%Added
Atlas Capital Advisors LLC1$2490.00%−20−95.2%Reduced
Harbour Investments, Inc.1$2500.00%00.0%Unchanged
Signature Equity Partners, LLC1$2500.00%00.0%Unchanged
Vermillion Wealth Management, Inc.1$2500.00%+1New
SHP Wealth Management1$2500.00%+1New
American Capital Advisory, LLC1$2500.00%+1New
Principia Wealth Advisory, LLC1$2500.00%+1New
Curio Wealth, LLC1$2500.00%+1New
TopTier Wealth Management, LLC1$2500.00%+1New
Creative Financial Designs Inc2$4990.00%00.0%Unchanged
Lodestone Wealth Management LLC2$4990.00%00.0%Unchanged
Rakuten Securities, Inc.2$4990.00%00.0%Unchanged
Cornerstone Financial Management LLC2$4990.00%00.0%Unchanged
Hughes Financial Services, LLC2$4990.00%+2New
Rialto Wealth Management, LLC2$5000.00%−2−50.0%Reduced
Private Wealth Management Group, LLC2$5000.00%00.0%Unchanged
Quaker Wealth Management, LLC2$5000.00%+2New
CoreCap Advisors, LLC3$7490.00%00.0%Unchanged
Raffa Wealth Management, LLC3$7490.00%+1+50.0%Added
HFM Investment Advisors, LLC3$7490.00%+1+50.0%Added
SJS Investment Consulting Inc.3$7500.00%00.0%Unchanged
TD Capital Management LLC3$7570.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.4$9980.00%+1+33.3%Added
Larson Financial Group LLC4$9990.00%−3−42.9%Reduced
Brown, Lisle/Cummings, Inc.4$9990.00%+4New
Ogorek Anthony Joseph7$1.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC5$1.25K0.00%−88−94.6%Reduced
Rothschild Investment LLC5$1.25K0.00%−55−91.7%Reduced
Provenance Wealth Advisors, LLC5$1.25K0.00%00.0%Unchanged
Valued Wealth Advisors LLC5$1.25K0.00%+3+150.0%Added
Rossby Financial, LCC5$1.25K0.00%+3+150.0%Added
Westside Investment Management, Inc.6$1.50K0.00%00.0%Unchanged
Cromwell Holdings LLC6$1.50K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC7$1.75K0.00%+4+133.3%Added
DiNuzzo Private Wealth, Inc.7$1.75K0.00%00.0%Unchanged
First Command Advisory Services, Inc.8$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc9$2.25K0.00%−23−71.9%Reduced
Union Savings Bank9$2.25K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC9$2.25K0.00%+1+12.5%Added
Manchester Capital Management LLC9$2.25K0.00%+2+28.6%Added
First Community Trust NA10$2.50K0.00%00.0%Unchanged
Zions Bancorporation, National Association10$2.50K0.00%+8+400.0%Added
Colonial Trust Co11$2.69K0.00%00.0%Unchanged
WPG Advisers, LLC11$2.75K0.00%00.0%Unchanged
J.Safra Asset Management Corp11$2.75K0.00%+5+83.3%Added
Sachetta, LLC12$3.00K0.00%+7+140.0%Added
Capital Advisors, Ltd. LLC11$3.00K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.14$3.50K0.00%−49−77.8%Reduced
High Note Wealth, LLC14$3.50K0.00%00.0%Unchanged
Basepoint Wealth LLC14$3.55K0.00%00.0%Unchanged
Central Trust Co15$3.75K0.00%00.0%Unchanged
Cetera Trust Company, N.A15$3.75K0.00%00.0%Unchanged
Bell Investment Advisors, Inc17$4.25K0.00%−6−26.1%Reduced
SBI Securities Co., Ltd.18$4.50K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC19$4.75K0.00%+19New
Curat Global, LLC20$4.99K0.00%00.0%Unchanged
Fortitude Family Office, LLC20$4.99K0.00%+3+17.6%Added
Vanguard National Trust Co20$4.99K0.00%+20New
Smithfield Trust Co21$5.00K0.00%00.0%Unchanged
Bogart Wealth, LLC21$5.24K0.00%+21New
Frazier Financial Advisors, LLC21$5.25K0.00%00.0%Unchanged
ZRC Wealth Management, LLC22$5.49K0.00%+17+340.0%Added
Torren Management, LLC22$5.53K0.00%−268−92.4%Reduced
Farmers & Merchants Investments Inc23$5.74K0.00%00.0%Unchanged
LRI Investments, LLC24$5.99K0.00%+24New
Retirement Wealth Solutions LLC27$6.74K0.00%−3−10.0%Reduced
Massmutual Trust Co FSB28$6.99K0.00%−31−52.5%Reduced
Global X Japan Co., Ltd.30$7.49K0.00%−32−51.6%Reduced
Owl Creek Wealth Partners LLC30$7.49K0.00%+30New
Advisory Services Network, LLC35$8.74K0.00%+35New
Community Financial Services Group, LLC38$9.53K0.00%+38New
Tacita Capital Inc39$9.74K0.01%+39New
Danske Bank A/S40$9.99K0.00%−260−86.7%Reduced
Hara Capital LLC40$9.99K0.00%+40New
CVA Family Office, LLC47$11.7K0.00%+47New
Security National Bank50$12.5K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.54$13.5K0.00%00.0%Unchanged
Ameriflex Group, Inc.54$13.5K0.01%+54New
Farther Finance Advisors, LLC62$15.6K0.00%+27+77.1%Added
GWM Advisors LLC65$16.3K0.00%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC68$17.0K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC74$18.5K0.00%+4+5.7%Added
Root Financial Partners, LLC77$19.2K0.00%−31−28.7%Reduced
Plante Moran Financial Advisors, LLC77$19.2K0.00%00.0%Unchanged
MAI Capital Management79$19.7K0.00%−147−65.0%Reduced
Smartleaf Asset Management LLC82$20.2K0.00%−12−12.8%Reduced
Huntington National Bank92$23.0K0.00%−2−2.1%Reduced
V-Square Quantitative Management LLC102$25.5K0.00%00.0%Unchanged
Altshuler Shaham Ltd102$25.5K0.00%+28+37.8%Added
Addison Advisors LLC102$25.5K0.01%00.0%Unchanged
Parallel Advisors, LLC111$27.7K0.00%−45−28.8%Reduced
Allworth Financial LP116$29.0K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.118$29.5K0.00%−29−19.7%Reduced
Los Angeles Capital Management LLC121$30.2K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd124$31.0K0.01%−42−25.3%Reduced
JFS Wealth Advisors, LLC128$31.9K0.00%−5−3.8%Reduced
GAMMA Investing LLC131$32.7K0.00%−272−67.5%Reduced
Penserra Capital Management LLC139$34.0K0.00%+3+2.2%Added
Parkside Financial Bank & Trust143$35.7K0.00%+22+18.2%Added