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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 735 | $213.5K | 0.00% | −67−8.4% | Reduced |
| Abel Hall, LLC | 732 | $212.6K | 0.04% | +732 | New |
| PFG Investments, LLC | 731 | $212.4K | 0.01% | +731 | New |
| Cidel Asset Management Inc | 726 | $210.9K | 0.01% | +726 | New |
| Arkadios Wealth Advisors | 718 | $208.6K | 0.00% | +718 | New |
| KBC Group NV | 716 | $208.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 716 | $208.0K | 0.05% | −1,683−70.2% | Reduced |
| Benjamin Edwards Inc | 712 | $206.9K | 0.00% | +712 | New |
| North Dakota State Investment Board | 709 | $206.0K | 0.01% | +709 | New |
| Innealta Capital, LLC | 703 | $204.2K | 0.11% | +703 | New |
| First Nebraska Trust Co | 700 | $203.3K | 0.02% | +700 | New |
| Commonwealth Equity Services, LLC | 691 | $200.7K | 0.00% | +691 | New |
| Atria Investments LLC | 690 | $200.5K | 0.00% | −740−51.7% | Reduced |
| Covestor Ltd | 690 | $200.0K | 0.12% | −189−21.5% | Reduced |
| Sterling Capital Management LLC | 675 | $196.1K | 0.00% | −54−7.4% | Reduced |
| Leonteq Securities AG | 537 | $156.0K | 0.01% | −6,849−92.7% | Reduced |
| EverSource Wealth Advisors, LLC | 536 | $155.7K | 0.01% | −86−13.8% | Reduced |
| SRS Capital Advisors, Inc. | 530 | $154.0K | 0.00% | +530 | New |
| STRS Ohio | 473 | $137.4K | 0.00% | −97−17.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 424 | $123.7K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 414 | $120.3K | 0.00% | −118−22.2% | Reduced |
| Walleye Capital LLC | 395 | $114.7K | 0.00% | +395 | New |
| Bayforest Capital Ltd | 390 | $113.3K | 0.10% | +390 | New |
| Nomura Asset Management Co Ltd | 379 | $110.1K | 0.00% | −341−47.4% | Reduced |
| Global Retirement Partners, LLC | 371 | $107.7K | 0.00% | +371 | New |
| Allworth Financial LP | 325 | $94.4K | 0.00% | +209+180.2% | Added |
| Rothschild Investment LLC | 316 | $91.8K | 0.00% | +311+6,220.0% | Added |
| Wall Street Access Asset Management, LLC | 310 | $90.1K | 0.01% | −40−11.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 268 | $77.9K | 0.01% | +9+3.5% | Added |
| NBC Securities, Inc. | 265 | $77.0K | 0.01% | −22−7.7% | Reduced |
| Parallel Advisors, LLC | 262 | $76.1K | 0.00% | +151+136.0% | Added |
| Signaturefd, LLC | 258 | $75.0K | 0.00% | +77+42.5% | Added |
| Bryn Mawr Trust Co | 254 | $73.8K | 0.00% | −3−1.2% | Reduced |
| Mather Group, LLC. | 245 | $71.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 210 | $61.0K | 0.02% | +15+7.7% | Added |
| Contravisory Investment Management, Inc. | 182 | $52.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 173 | $50.3K | 0.00% | +42+32.1% | Added |
| Bessemer Group Inc | 173 | $50.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 159 | $46.2K | 0.00% | −82−34.0% | Reduced |
| Umb Bank N A | 149 | $43.3K | 0.00% | −7−4.5% | Reduced |
| Parkside Financial Bank & Trust | 137 | $39.8K | 0.00% | −6−4.2% | Reduced |
| Penserra Capital Management LLC | 134 | $38.0K | 0.00% | −5−3.6% | Reduced |
| JFS Wealth Advisors, LLC | 129 | $37.4K | 0.00% | +1+0.8% | Added |
| Versant Capital Management, Inc | 127 | $36.9K | 0.00% | +118+1,311.1% | Added |
| Los Angeles Capital Management LLC | 121 | $35.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 118 | $34.3K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 110 | $32.0K | 0.00% | +8+7.8% | Added |
| Farther Finance Advisors, LLC | 103 | $29.9K | 0.00% | +41+66.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 103 | $29.9K | 0.00% | +49+90.7% | Added |
| Addison Advisors LLC | 102 | $29.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 94 | $27.3K | 0.00% | +2+2.2% | Added |
| Oakmont Advisory Group, LLC | 90 | $26.3K | 0.02% | +90 | New |
| Exchange Traded Concepts, LLC | 90 | $26.1K | 0.00% | +90 | New |
| Essential Partners LLC | 83 | $24.1K | 0.01% | +83 | New |
| Smartleaf Asset Management LLC | 82 | $23.9K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 80 | $23.2K | 0.00% | +80 | New |
| International Assets Investment Management, LLC | 78 | $22.6K | 0.00% | +78 | New |
| Basecamp Wealth Advisors LLC | 74 | $21.5K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 68 | $19.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 65 | $19.0K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 57 | $17.3K | 0.01% | +57 | New |
| Ameriflex Group, Inc. | 55 | $16.0K | 0.01% | +1+1.9% | Added |
| CVA Family Office, LLC | 51 | $14.8K | 0.00% | +4+8.5% | Added |
| Security National Bank | 50 | $14.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 49 | $14.2K | 0.00% | +31+172.2% | Added |
| Danske Bank A/S | 40 | $11.6K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 36 | $10.5K | 0.00% | +6+20.0% | Added |
| Owl Creek Wealth Partners LLC | 30 | $8.71K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 29 | $8.43K | 0.00% | +2+7.4% | Added |
| Massmutual Trust Co FSB | 29 | $8.42K | 0.00% | +1+3.6% | Added |
| Fortitude Family Office, LLC | 28 | $8.13K | 0.00% | +8+40.0% | Added |
| LRI Investments, LLC | 26 | $7.55K | 0.00% | +2+8.3% | Added |
| True Wealth Design, LLC | 23 | $6.68K | 0.00% | +23 | New |
| Bogart Wealth, LLC | 23 | $6.68K | 0.00% | +2+9.5% | Added |
| Quent Capital, LLC | 23 | $6.68K | 0.00% | +23 | New |
| Torren Management, LLC | 22 | $6.44K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 22 | $6.39K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $6.39K | 0.00% | +10+83.3% | Added |
| Frazier Financial Advisors, LLC | 21 | $6.10K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $6.10K | 0.00% | −2−8.7% | Reduced |
| Pinnacle Bancorp, Inc. | 21 | $6.10K | 0.00% | +7+50.0% | Added |
| Action Point Financial Planning, LLC | 22 | $6.10K | 0.00% | +22 | New |
| Smithfield Trust Co | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 20 | $5.81K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 20 | $5.81K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 20 | $5.81K | 0.00% | +20 | New |
| Community Financial Services Group, LLC | 19 | $5.52K | 0.00% | −19−50.0% | Reduced |
| Bell Investment Advisors, Inc | 17 | $4.94K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 17 | $4.94K | 0.00% | +6+54.5% | Added |
| Silver Grove Financial Group, Inc. | 16 | $4.65K | 0.00% | +16 | New |
| Central Trust Co | 15 | $4.36K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 15 | $4.36K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 15 | $4.36K | 0.00% | +1+7.1% | Added |
| Zions Bancorporation, National Association | 15 | $4.36K | 0.00% | +5+50.0% | Added |
| Valued Wealth Advisors LLC | 13 | $3.78K | 0.00% | +8+160.0% | Added |
| Rialto Wealth Management, LLC | 13 | $3.78K | 0.00% | +11+550.0% | Added |
| WPG Advisers, LLC | 11 | $3.19K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $3.19K | 0.00% | +9+450.0% | Added |
| Colonial Trust Co | 11 | $3.12K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |