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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
DiNuzzo Private Wealth, Inc.7$1.75K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC7$1.75K0.00%+4+133.3%Added
Westside Investment Management, Inc.6$1.50K0.00%00.0%Unchanged
Cromwell Holdings LLC6$1.50K0.00%00.0%Unchanged
Rossby Financial, LCC5$1.25K0.00%+3+150.0%Added
Valued Wealth Advisors LLC5$1.25K0.00%+3+150.0%Added
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
Ogorek Anthony Joseph7$1.00K0.00%00.0%Unchanged
Larson Financial Group LLC4$9990.00%−3−42.9%Reduced
Brown, Lisle/Cummings, Inc.4$9990.00%+4New
Transamerica Financial Advisors, Inc.4$9980.00%+1+33.3%Added
TD Capital Management LLC3$7570.00%00.0%Unchanged
SJS Investment Consulting Inc.3$7500.00%00.0%Unchanged
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
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
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
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
Atlas Capital Advisors LLC1$2490.00%−20−95.2%Reduced
Avion Wealth4$00.00%+2+100.0%Added
Keating Financial Advisory Services, Inc.0$00.00%−18−100.0%Sold out
Hook Mill Capital Partners, LP0$00.00%−111,458−100.0%Sold out
Engineers Gate Manager LP0$00.00%−60,909−100.0%Sold out
Logan Capital Management Inc0$00.00%−50,268−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−34,687−100.0%Sold out
Woodline Partners LP0$00.00%−23,943−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−22,688−100.0%Sold out
Tabor Asset Management, LP0$00.00%−19,355−100.0%Sold out
Wellington Management Group LLP0$00.00%−15,788−100.0%Sold out
Empyrean Capital Partners, LP0$00.00%−15,400−100.0%Sold out
Dean Investment Associates, LLC0$00.00%−11,365−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−11,333−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−10,722−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−9,733−100.0%Sold out
Steamboat Capital Partners, LLC0$00.00%−8,867−100.0%Sold out
Convergence Investment Partners, LLC0$00.00%−8,090−100.0%Sold out
ING Groep NV0$00.00%−7,900−100.0%Sold out
Toronto Dominion Bank0$00.00%−6,523−100.0%Sold out
Atom Investors LP0$00.00%−5,541−100.0%Sold out
Dean Capital Management0$00.00%−5,425−100.0%Sold out
J. Goldman & Co LP0$00.00%−5,112−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−4,778−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−4,616−100.0%Sold out
Bank of Nova Scotia0$00.00%−4,047−100.0%Sold out
Walleye Capital LLC0$00.00%−4,008−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−3,900−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−3,366−100.0%Sold out
FORA Capital, LLC0$00.00%−2,554−100.0%Sold out
PenderFund Capital Management Ltd.0$00.00%−2,400−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−2,106−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−1,750−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−1,670−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−1,542−100.0%Sold out
Winton Group Ltd0$00.00%−1,510−100.0%Sold out
Savant Capital, LLC0$00.00%−1,445−100.0%Sold out
PDT Partners, LLC0$00.00%−1,376−100.0%Sold out
Tectonic Advisors LLC0$00.00%−1,348−100.0%Sold out
National Bank of Canada0$00.00%−1,275−100.0%Sold out
Brown Advisory Inc0$00.00%−1,251−100.0%Sold out
D.A. Davidson & Co.0$00.00%−1,245−100.0%Sold out
Aigen Investment Management, LP0$00.00%−1,235−100.0%Sold out
Jain Global LLC0$00.00%−1,051−100.0%Sold out
Cerity Partners LLC0$00.00%−992−100.0%Sold out
Forum Financial Management, LP0$00.00%−982−100.0%Sold out
Commerce Bank0$00.00%−916−100.0%Sold out
North Dakota State Investment Board0$00.00%−900−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−888−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−877−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−825−100.0%Sold out
Shelton Capital Management0$00.00%−800−100.0%Sold out
Advisortrust Partners, LLC0$00.00%−797−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−777−100.0%Sold out
Cambria Investment Management, L.P.0$00.00%−761−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−761−100.0%Sold out
Mraz, Amerine & Associates, Inc.0$00.00%−751−100.0%Sold out
Delta Capital Management LLC0$00.00%−750−100.0%Sold out
Benjamin Edwards Inc0$00.00%−731−100.0%Sold out
Quadrature Capital Ltd0$00.00%−716−100.0%Sold out
Blair William & Co0$00.00%−716−100.0%Sold out
Innealta Capital, LLC0$00.00%−703−100.0%Sold out
First Nebraska Trust Co0$00.00%−700−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−659−100.0%Sold out
Havemeyer Place LP0$00.00%−649−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−644−100.0%Sold out