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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adkins Seale Capital Management LLC | 933 | $233.0K | 0.23% | +337+56.5% | Added |
| Denali Advisors LLC | 913 | $228.0K | 0.03% | +10+1.1% | Added |
| Haverford Trust Co | 892 | $222.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 879 | $219.0K | 0.15% | +845+2,485.3% | Added |
| Steward Partners Investment Advisory, LLC | 873 | $218.0K | 0.00% | −112−11.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 858 | $214.3K | 0.00% | −86−9.1% | Reduced |
| Private Advisor Group, LLC | 853 | $213.0K | 0.00% | +15+1.8% | Added |
| Aster Capital Management (DIFC) Ltd | 711 | $208.7K | 0.07% | +711 | New |
| Tower Research Capital LLC (TRC) | 820 | $204.8K | 0.01% | −367−30.9% | Reduced |
| Nicolet Bankshares Inc | 813 | $203.9K | 0.01% | +813 | New |
| Clark Financial Services Group Inc | 813 | $203.0K | 0.11% | +39+5.0% | Added |
| Evergreen Capital Management LLC | 812 | $202.8K | 0.00% | −590−42.1% | Reduced |
| Panagora Asset Management Inc | 809 | $202.0K | 0.00% | +31+4.0% | Added |
| CIBC Asset Management Inc | 802 | $200.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 729 | $182.0K | 0.00% | −542−42.6% | Reduced |
| Nomura Asset Management Co Ltd | 720 | $179.8K | 0.00% | +305+73.5% | Added |
| KBC Group NV | 716 | $179.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 622 | $155.4K | 0.00% | −204−24.7% | Reduced |
| STRS Ohio | 570 | $142.3K | 0.00% | −1−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 532 | $132.9K | 0.00% | +132+33.0% | Added |
| Eurizon Capital SGR S.p.A. | 424 | $104.8K | 0.00% | +52+14.0% | Added |
| CWM, LLC | 352 | $87.9K | 0.00% | −266−43.0% | Reduced |
| Wall Street Access Asset Management, LLC | 350 | $87.4K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 287 | $71.7K | 0.01% | −2−0.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 259 | $64.7K | 0.01% | −69−21.0% | Reduced |
| AlphaCentric Advisors LLC | 258 | $64.4K | 0.06% | +17+7.1% | Added |
| Bryn Mawr Trust Co | 257 | $64.2K | 0.00% | −4−1.5% | Reduced |
| Mather Group, LLC. | 245 | $61.2K | 0.00% | +245 | New |
| Nisa Investment Advisors, LLC | 241 | $60.2K | 0.00% | −35−12.7% | Reduced |
| Quarry LP | 214 | $53.4K | 0.01% | +105+96.3% | Added |
| Stephenson National Bank & Trust | 210 | $52.4K | 0.01% | −106−33.5% | Reduced |
| Deseret Mutual Benefit Administrators | 195 | $48.7K | 0.02% | +89+84.0% | Added |
| Contravisory Investment Management, Inc. | 182 | $45.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 181 | $45.2K | 0.00% | +17+10.4% | Added |
| Bessemer Group Inc | 173 | $43.0K | 0.00% | +70+68.0% | Added |
| Umb Bank N A | 156 | $39.0K | 0.00% | −156−50.0% | Reduced |
| Parkside Financial Bank & Trust | 143 | $35.7K | 0.00% | +22+18.2% | Added |
| Penserra Capital Management LLC | 139 | $34.0K | 0.00% | +3+2.2% | Added |
| GAMMA Investing LLC | 131 | $32.7K | 0.00% | −272−67.5% | Reduced |
| JFS Wealth Advisors, LLC | 128 | $31.9K | 0.00% | −5−3.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 124 | $31.0K | 0.01% | −42−25.3% | Reduced |
| Los Angeles Capital Management LLC | 121 | $30.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 118 | $29.5K | 0.00% | −29−19.7% | Reduced |
| Allworth Financial LP | 116 | $29.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 111 | $27.7K | 0.00% | −45−28.8% | Reduced |
| Addison Advisors LLC | 102 | $25.5K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 102 | $25.5K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 102 | $25.5K | 0.00% | +28+37.8% | Added |
| Huntington National Bank | 92 | $23.0K | 0.00% | −2−2.1% | Reduced |
| Smartleaf Asset Management LLC | 82 | $20.2K | 0.00% | −12−12.8% | Reduced |
| MAI Capital Management | 79 | $19.7K | 0.00% | −147−65.0% | Reduced |
| Root Financial Partners, LLC | 77 | $19.2K | 0.00% | −31−28.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 77 | $19.2K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 74 | $18.5K | 0.00% | +4+5.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 68 | $17.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 65 | $16.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 62 | $15.6K | 0.00% | +27+77.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54 | $13.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 54 | $13.5K | 0.01% | +54 | New |
| Security National Bank | 50 | $12.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 47 | $11.7K | 0.00% | +47 | New |
| Danske Bank A/S | 40 | $9.99K | 0.00% | −260−86.7% | Reduced |
| Hara Capital LLC | 40 | $9.99K | 0.00% | +40 | New |
| Tacita Capital Inc | 39 | $9.74K | 0.01% | +39 | New |
| Community Financial Services Group, LLC | 38 | $9.53K | 0.00% | +38 | New |
| Advisory Services Network, LLC | 35 | $8.74K | 0.00% | +35 | New |
| Global X Japan Co., Ltd. | 30 | $7.49K | 0.00% | −32−51.6% | Reduced |
| Owl Creek Wealth Partners LLC | 30 | $7.49K | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 28 | $6.99K | 0.00% | −31−52.5% | Reduced |
| Retirement Wealth Solutions LLC | 27 | $6.74K | 0.00% | −3−10.0% | Reduced |
| LRI Investments, LLC | 24 | $5.99K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 23 | $5.74K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 22 | $5.53K | 0.00% | −268−92.4% | Reduced |
| ZRC Wealth Management, LLC | 22 | $5.49K | 0.00% | +17+340.0% | Added |
| Frazier Financial Advisors, LLC | 21 | $5.25K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $5.24K | 0.00% | +21 | New |
| Smithfield Trust Co | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 20 | $4.99K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $4.99K | 0.00% | +3+17.6% | Added |
| Vanguard National Trust Co | 20 | $4.99K | 0.00% | +20 | New |
| Twin Peaks Wealth Advisors, LLC | 19 | $4.75K | 0.00% | +19 | New |
| SBI Securities Co., Ltd. | 18 | $4.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $4.25K | 0.00% | −6−26.1% | Reduced |
| Central Trust Co | 15 | $3.75K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 15 | $3.75K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 14 | $3.55K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 14 | $3.50K | 0.00% | −49−77.8% | Reduced |
| High Note Wealth, LLC | 14 | $3.50K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $3.00K | 0.00% | +7+140.0% | Added |
| WPG Advisers, LLC | 11 | $2.75K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 11 | $2.75K | 0.00% | +5+83.3% | Added |
| Colonial Trust Co | 11 | $2.69K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 10 | $2.50K | 0.00% | +8+400.0% | Added |
| Prestige Wealth Management Group LLC | 9 | $2.25K | 0.00% | +1+12.5% | Added |
| Manchester Capital Management LLC | 9 | $2.25K | 0.00% | +2+28.6% | Added |
| Versant Capital Management, Inc | 9 | $2.25K | 0.00% | −23−71.9% | Reduced |
| Union Savings Bank | 9 | $2.25K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |