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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Lithia Motors Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 1,375 | $399.4K | 0.01% | +563+69.3% | Added |
| Mount Yale Investment Advisors, LLC | 1,378 | $400.4K | 0.01% | +25+1.8% | Added |
| PDT Partners, LLC | 1,400 | $406.7K | 0.02% | +1,400 | New |
| Schonfeld Strategic Advisors LLC | 1,470 | $427.0K | 0.00% | −3,742−71.8% | Reduced |
| Rafferty Asset Management, LLC | 1,475 | $428.5K | 0.00% | +179+13.8% | Added |
| SG Americas Securities, LLC | 1,493 | $434.0K | 0.00% | −484−24.5% | Reduced |
| Bridgewater Associates, LP | 1,513 | $439.5K | 0.00% | +1,513 | New |
| Swiss Life Asset Management Ltd | 1,522 | $442.1K | 0.00% | +123+8.8% | Added |
| Virginia Retirement Systems Et Al | 1,560 | $453.2K | 0.00% | +1,560 | New |
| Centiva Capital, LP | 1,620 | $470.6K | 0.02% | +257+18.9% | Added |
| The PNC Financial Services Group, Inc. | 1,634 | $474.7K | 0.00% | −24−1.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,638 | $475.8K | 0.00% | +187+12.9% | Added |
| Resources Investment Advisors, LLC. | 1,734 | $503.8K | 0.00% | +17+1.0% | Added |
| CI Private Wealth, LLC | 1,744 | $506.5K | 0.00% | −915−34.4% | Reduced |
| Gsa Capital Partners LLP | 1,844 | $536.0K | 0.03% | +634+52.4% | Added |
| M&T Bank Corp | 1,916 | $557.0K | 0.00% | −18−0.9% | Reduced |
| Denali Advisors LLC | 1,921 | $558.0K | 0.06% | +1,008+110.4% | Added |
| Securian Asset Management, Inc | 1,668 | $559.2K | 0.02% | −100−5.7% | Reduced |
| Advent International Corp | 1,985 | $576.6K | 0.00% | −93,288−97.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,075 | $602.8K | 0.02% | +325+18.6% | Added |
| Yorktown Management & Research Co Inc | 2,100 | $610.0K | 0.37% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,126 | $617.6K | 0.01% | −147−6.5% | Reduced |
| Quantbot Technologies LP | 2,142 | $622.2K | 0.02% | −3,225−60.1% | Reduced |
| IFP Advisors, Inc | 2,151 | $624.8K | 0.01% | +55+2.6% | Added |
| Vestcor Inc | 2,157 | $627.0K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 2,165 | $629.0K | 0.01% | +109+5.3% | Added |
| Rockefeller Capital Management L.P. | 2,198 | $638.8K | 0.00% | +624+39.6% | Added |
| LRT Capital Management, LLC | 2,202 | $639.7K | 0.42% | −3,279−59.8% | Reduced |
| State of Alaska, Department of Revenue | 2,235 | $649.0K | 0.01% | −197−8.1% | Reduced |
| Credit Agricole S A | 2,300 | $668.1K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 2,318 | $673.4K | 0.01% | +2,318 | New |
| JB Capital LLC | 2,338 | $679.2K | 0.02% | −3,435−59.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,371 | $688.8K | 0.02% | +1,551+189.1% | Added |
| Mayport, LLC | 2,377 | $690.5K | 0.11% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 2,396 | $695.9K | 0.00% | −437−15.4% | Reduced |
| Camelot Portfolios, LLC | 2,418 | $702.3K | 0.50% | −7−0.3% | Reduced |
| Sagewood Asset Management LP | 2,477 | $719.5K | 0.16% | +1,063+75.2% | Added |
| Advisor Resource Council | 2,357 | $728.4K | 0.24% | +174+8.0% | Added |
| Public Employees Retirement Association of Colorado | 2,520 | $732.0K | 0.00% | −262−9.4% | Reduced |
| Captrust Financial Advisors | 2,565 | $745.1K | 0.00% | +1,117+77.1% | Added |
| Legato Capital Management LLC | 2,576 | $748.3K | 0.06% | +459+21.7% | Added |
| Engineers Gate Manager LP | 2,651 | $770.1K | 0.01% | +2,651 | New |
| Miller Value Partners, LLC | 2,712 | $787.8K | 0.19% | +58+2.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2,748 | $798.3K | 0.00% | −2,932−51.6% | Reduced |
| Teacher Retirement System of Texas | 2,872 | $834.3K | 0.00% | −2,062−41.8% | Reduced |
| Vise Technologies, Inc. | 2,886 | $838.4K | 0.01% | −311−9.7% | Reduced |
| Fulton Bank, N.A. | 2,915 | $846.8K | 0.03% | −121−4.0% | Reduced |
| Assetmark, Inc | 2,929 | $850.9K | 0.00% | +621+26.9% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 2,933 | $852.0K | 0.01% | −55−1.8% | Reduced |
| Xponance, Inc. | 2,953 | $857.8K | 0.01% | −453−13.3% | Reduced |
| Bank of Montreal | 2,990 | $868.6K | 0.00% | +95+3.3% | Added |
| Amundi | 3,045 | $884.5K | 0.00% | −2,213−42.1% | Reduced |
| CWM Advisors, LLC | 3,087 | $896.7K | 0.04% | +343+12.5% | Added |
| Deutsche Bank AG | 3,101 | $900.8K | 0.00% | +157+5.3% | Added |
| New York Life Investment Management LLC | 3,115 | $904.9K | 0.01% | +99+3.3% | Added |
| Mercer Global Advisors Inc | 3,115 | $904.9K | 0.00% | +2,176+231.7% | Added |
| SummitTX Capital, L.P. | 3,198 | $929.0K | 0.02% | −1,232−27.8% | Reduced |
| Boothbay Fund Management, LLC | 3,296 | $957.5K | 0.02% | +1,754+113.7% | Added |
| Ashton Thomas Private Wealth, LLC | 3,330 | $967.3K | 0.02% | +10.0% | Added |
| Hantz Financial Services, Inc. | 3,458 | $1.00M | 0.01% | +1,796+108.1% | Added |
| Clearstead Advisors, LLC | 3,509 | $1.02M | 0.01% | +3,504+70,080.0% | Added |
| Daiwa Securities Group Inc. | 3,525 | $1.02M | 0.00% | −565−13.8% | Reduced |
| Blueshift Asset Management, LLC | 3,528 | $1.02M | 0.24% | +995+39.3% | Added |
| Brinker Capital Investments, LLC | 3,600 | $1.05M | 0.01% | −1,265−26.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,342 | $1.05M | 0.00% | +2,228+200.0% | Added |
| Cerity Partners LLC | 3,619 | $1.05M | 0.00% | +3,619 | New |
| Neuberger Berman Group LLC | 3,681 | $1.07M | 0.00% | +192+5.5% | Added |
| Toroso Investments, LLC | 3,694 | $1.07M | 0.00% | +363+10.9% | Added |
| S&T Bank | 3,850 | $1.12M | 0.34% | −1,573−29.0% | Reduced |
| OP Asset Management Ltd | 3,861 | $1.12M | 0.01% | −4,079−51.4% | Reduced |
| Pictet Asset Management Holding SA | 3,954 | $1.15M | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,016 | $1.17M | 0.03% | +180+4.7% | Added |
| Warren Averett Asset Management, LLC | 4,038 | $1.17M | 0.01% | +195+5.1% | Added |
| Redwood Investment Management, LLC | 4,098 | $1.19M | 0.12% | −66−1.6% | Reduced |
| JustInvest LLC | 4,155 | $1.21M | 0.01% | +748+22.0% | Added |
| Ameritas Investment Partners, Inc. | 4,197 | $1.22M | 0.03% | −270−6.0% | Reduced |
| Pacer Advisors, Inc. | 4,262 | $1.24M | 0.00% | +1,382+48.0% | Added |
| Financial Strategies Group, Inc. | 3,831 | $1.27M | 0.20% | −80−2.0% | Reduced |
| Jain Global LLC | 4,418 | $1.28M | 0.02% | +4,418 | New |
| Moon Capital Management LP | 4,694 | $1.36M | 0.92% | −260−5.2% | Reduced |
| Oregon Public Employees Retirement Fund | 4,713 | $1.37M | 0.01% | −249−5.0% | Reduced |
| Handelsbanken Fonder AB | 4,958 | $1.44M | 0.00% | −3,080−38.3% | Reduced |
| New Mexico Educational Retirement Board | 5,000 | $1.45M | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,014 | $1.46M | 0.04% | −1,956−28.1% | Reduced |
| Prospera Financial Services Inc | 5,069 | $1.47M | 0.02% | −65−1.3% | Reduced |
| Group One Trading, L.P. | 5,099 | $1.48M | 0.04% | −2,240−30.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,130 | $1.49M | 0.02% | −304−5.6% | Reduced |
| State of Michigan Retirement System | 5,287 | $1.54M | 0.01% | −500−8.6% | Reduced |
| KLP Kapitalforvaltning AS | 5,400 | $1.57M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,460 | $1.59M | 0.01% | −616−10.1% | Reduced |
| Thrivent Financial for Lutherans | 5,655 | $1.64M | 0.00% | −2,299−28.9% | Reduced |
| Natixis | 5,954 | $1.73M | 0.01% | +5,954 | New |
| Campbell Newman Asset Management Inc | 5,985 | $1.74M | 0.13% | +257+4.5% | Added |
| Ensign Peak Advisors, Inc | 6,126 | $1.78M | 0.00% | −50−0.8% | Reduced |
| Vanguard Investments Australia, Ltd. | 6,240 | $1.81M | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,273 | $1.82M | 0.20% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,429 | $1.87M | 0.01% | −235−3.5% | Reduced |
| Summit Trail Advisors, LLC | 6,622 | $1.92M | 0.02% | +1,546+30.5% | Added |
| Victory Capital Management Inc | 6,644 | $1.93M | 0.00% | +2,902+77.6% | Added |
| Louisiana State Employees Retirement System | 6,700 | $1.95M | 0.03% | −300−4.3% | Reduced |