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Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in Lithia Motors Inc as of Jun 30, 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
445
+12 vs. Q1 2026
Shares held
24.5M
+42.7K (+0.2%) vs. Q1 2026
Total value
$7.13B
+$1.01B (+16.5%) vs. Q1 2026
New holders
77
141 more added
Sold out
65
164 more reduced

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 445 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 heldQ2 2026: $7.13B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q1 2026.

Institutions holding LAD in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC2$00.00%+2New
Darwin Advisors, LLC0$2790.00%0New
Larson Financial Group LLC1$2900.00%−3−75.0%Reduced
Atlas Capital Advisors LLC1$2900.00%00.0%Unchanged
Motco1$2900.00%+1New
Activest Wealth Management1$2900.00%+1New
Buck Wealth Strategies, LLC1$2900.00%+1New
American Capital Advisory, LLC1$2910.00%00.0%Unchanged
DecisionPoint Financial, LLC1$2910.00%+1New
Caitlin John, LLC2$5800.00%−1,222−99.8%Reduced
Brown, Lisle/Cummings, Inc.2$5810.00%−2−50.0%Reduced
Raffa Wealth Management, LLC2$5810.00%−1−33.3%Reduced
Quaker Wealth Management, LLC2$5810.00%00.0%Unchanged
Private Wealth Management Group, LLC2$5810.00%00.0%Unchanged
Creative Financial Designs Inc2$5810.00%00.0%Unchanged
Lodestone Wealth Management LLC2$5810.00%00.0%Unchanged
Rakuten Securities, Inc.2$5810.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$5810.00%+1+100.0%Added
Bare Financial Services, Inc2$5810.00%+2New
CoreCap Advisors, LLC3$8710.00%00.0%Unchanged
SHP Wealth Management3$8710.00%+2+200.0%Added
TD Capital Management LLC3$8830.00%00.0%Unchanged
SJS Investment Consulting Inc.4$1.16K0.00%+1+33.3%Added
Provenance Wealth Advisors, LLC5$1.45K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.5$1.45K0.00%+1+25.0%Added
North Star Investment Management Corp.5$1.45K0.00%+5New
Bay Harbor Wealth Management, LLC6$1.74K0.00%−1−14.3%Reduced
Westside Investment Management, Inc.6$1.74K0.00%00.0%Unchanged
Cornerstone Financial Management LLC6$1.74K0.00%+4+200.0%Added
Harbour Investments, Inc.6$1.74K0.00%+5+500.0%Added
N.E.W. Advisory Services LLC6$1.74K0.00%+6New
Ogorek Anthony Joseph7$2.00K0.00%00.0%Unchanged
Rossby Financial, LCC7$2.03K0.00%+2+40.0%Added
DiNuzzo Private Wealth, Inc.7$2.03K0.00%00.0%Unchanged
HFM Investment Advisors, LLC7$2.03K0.00%+4+133.3%Added
First Command Advisory Services, Inc.8$2.32K0.00%00.0%Unchanged
Cromwell Holdings LLC8$2.32K0.00%+2+33.3%Added
Union Savings Bank9$2.61K0.00%00.0%Unchanged
Creative Capital Management Investments LLC9$2.61K0.00%+9New
Planning Strategies Inc.9$2.61K0.00%+9New
Manchester Capital Management LLC9$2.62K0.00%00.0%Unchanged
First Community Trust NA10$2.90K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC10$2.90K0.00%+1+11.1%Added
Crewe Advisors LLC10$2.90K0.00%+10New
Manning & Napier Advisors LLC10$2.91K0.00%+10New
Capital Advisors, Ltd. LLC11$3.00K0.00%00.0%Unchanged
Colonial Trust Co11$3.12K0.00%00.0%Unchanged
WPG Advisers, LLC11$3.19K0.00%00.0%Unchanged
Hughes Financial Services, LLC11$3.19K0.00%+9+450.0%Added
Rialto Wealth Management, LLC13$3.78K0.00%+11+550.0%Added
Valued Wealth Advisors LLC13$3.78K0.00%+8+160.0%Added
Cetera Trust Company, N.A15$4.36K0.00%00.0%Unchanged
High Note Wealth, LLC15$4.36K0.00%+1+7.1%Added
Zions Bancorporation, National Association15$4.36K0.00%+5+50.0%Added
Central Trust Co15$4.36K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.16$4.65K0.00%+16New
J.Safra Asset Management Corp17$4.94K0.00%+6+54.5%Added
Bell Investment Advisors, Inc17$4.94K0.00%00.0%Unchanged
Community Financial Services Group, LLC19$5.52K0.00%−19−50.0%Reduced
Vanguard National Trust Co20$5.81K0.00%00.0%Unchanged
Curat Global, LLC20$5.81K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.20$5.81K0.00%+20New
Smithfield Trust Co21$6.00K0.00%00.0%Unchanged
Action Point Financial Planning, LLC22$6.10K0.00%+22New
Farmers & Merchants Investments Inc21$6.10K0.00%−2−8.7%Reduced
Pinnacle Bancorp, Inc.21$6.10K0.00%+7+50.0%Added
Frazier Financial Advisors, LLC21$6.10K0.00%00.0%Unchanged
ZRC Wealth Management, LLC22$6.39K0.00%00.0%Unchanged
Sachetta, LLC22$6.39K0.00%+10+83.3%Added
Torren Management, LLC22$6.44K0.00%00.0%Unchanged
Bogart Wealth, LLC23$6.68K0.00%+2+9.5%Added
Quent Capital, LLC23$6.68K0.00%+23New
True Wealth Design, LLC23$6.68K0.00%+23New
LRI Investments, LLC26$7.55K0.00%+2+8.3%Added
Fortitude Family Office, LLC28$8.13K0.00%+8+40.0%Added
Massmutual Trust Co FSB29$8.42K0.00%+1+3.6%Added
Retirement Wealth Solutions LLC29$8.43K0.00%+2+7.4%Added
Owl Creek Wealth Partners LLC30$8.71K0.00%00.0%Unchanged
Global X Japan Co., Ltd.36$10.5K0.00%+6+20.0%Added
Danske Bank A/S40$11.6K0.00%00.0%Unchanged
SBI Securities Co., Ltd.49$14.2K0.00%+31+172.2%Added
Security National Bank50$14.5K0.00%00.0%Unchanged
CVA Family Office, LLC51$14.8K0.00%+4+8.5%Added
Ameriflex Group, Inc.55$16.0K0.01%+1+1.9%Added
Allied Private Wealth LLC57$17.3K0.01%+57New
GWM Advisors LLC65$19.0K0.00%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC68$19.8K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC74$21.5K0.00%00.0%Unchanged
International Assets Investment Management, LLC78$22.6K0.00%+78New
Institute for Wealth Management, LLC.80$23.2K0.00%+80New
Smartleaf Asset Management LLC82$23.9K0.00%00.0%Unchanged
Essential Partners LLC83$24.1K0.01%+83New
Exchange Traded Concepts, LLC90$26.1K0.00%+90New
Oakmont Advisory Group, LLC90$26.3K0.02%+90New
Huntington National Bank94$27.3K0.00%+2+2.2%Added
Addison Advisors LLC102$29.6K0.01%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.103$29.9K0.00%+49+90.7%Added
Farther Finance Advisors, LLC103$29.9K0.00%+41+66.1%Added
Altshuler Shaham Ltd110$32.0K0.00%+8+7.8%Added
Ronald Blue Trust, Inc.118$34.3K0.00%00.0%Unchanged