Lithia MotorsLAD

13F holders, Q2 2024 (June 30)
375holders −38
48new positions
83sold out
11famous investors
$252.42avg. 13F price*

At the end of Q2 2024, 375 institutions reported holding Lithia Motors Inc. (LAD) in their 13F filings, down 38 from Q1 2024. 48 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($703.1M), Abrams Capital Management ($603.7M) and BlackRock Inc. ($594.2M). 11 famous investors held it, including David Abrams (11.8% of Abrams Capital Management's portfolio), Glenn Greenberg (4.8% of Brave Warrior Advisors's portfolio) and Leon Cooperman (4.4% of Omega Advisors (Leon Cooperman)'s portfolio).

Company
Lithia Motors Inc.
CUSIP
536797103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 413Q1 2024Q2 2024: 375Q2 2024Q3 2024: 405Q3 2024Q4 2024: 441Q4 2024Q1 2025: 471Q1 2025Q2 2025: 453Q2 2025Q3 2025: 453Q3 2025Q4 2025: 481Q4 2025Q1 2026: 436Q1 2026Q2 2026: 444Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions48$140.2M
Exits83$132.5M

All 13F filers, Q1 2024 → Q2 2024: 1,977,234 shares bought and 2,865,436 shares sold, net −888,202 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 375 holders

Vanguard Group Inc. 0.01% Reduce -0.9% 2,784,960 $703.1M
Abrams Capital Management 11.80% No change 2,391,188 $603.7M
BlackRock Inc. 0.01% Reduce -0.8% 2,353,792 $594.2M
Harris Associates (Oakmark Funds) 0.86% Reduce -2.1% 2,017,367 $509.3M
Barrow Hanley Mewhinney & Strauss LLC 1.47% Add +14.7% 1,700,893 $429.4M
Dimensional Fund Advisors LP 0.07% Add +25.0% 1,016,520 $256.6M
MFN Partners Management, LP 8.28% Reduce -42.6% 890,000 $224.7M
Brave Warrior Advisors 4.78% Add +11.4% 855,172 $215.9M
State Street Corp. 0.01% Reduce -1.0% 830,155 $209.6M
Conifer Management, L.L.C. 21.67% No change 700,000 $176.7M
Canada Pension Plan Investment Board 0.17% Reduce -5.2% 690,311 $174.3M
FMR LLC 0.01% Add +3.5% 667,488 $168.5M
Royal London Asset Management Ltd. 0.36% Reduce -10.8% 562,827 $142.1M
Lyrical Asset Management LP 2.11% Reduce -2.1% 520,905 $131.5M
Geode Capital Management, LLC 0.01% Add +2.1% 451,716 $114.1M
Omega Advisors (Leon Cooperman) 4.43% No change 416,085 $105.0M
Morgan Stanley 0.01% Reduce -3.6% 410,081 $103.5M
Norges Bank 0.01% Reduce -2.6% 348,171 $87.9M
River Road Asset Management, LLC 1.04% Add +265.9% 286,400 $72.3M
Bank of New York Mellon Corp 0.01% Add +2.1% 260,470 $65.8M
Tensile Capital Management LP 7.11% Add +9.1% 255,275 $64.4M
Eventide Asset Management, LLC 1.06% Reduce -11.2% 245,690 $62.0M
Invesco Ltd. 0.01% Add +5.1% 236,042 $59.6M
Charles Schwab Investment Management Inc. 0.01% Add +3.8% 222,866 $56.3M
JPMorgan Chase & Co. 0.00% Reduce -16.4% 222,239 $56.1M
Chicago Capital, LLC 1.61% Add +0.3% 214,436 $54.1M
Frontier Capital Management Co. LLC 0.51% Reduce -30.5% 203,854 $51.5M
Russell Investments Group, Ltd. 0.08% Reduce -0.4% 202,161 $50.9M
Northern Trust Corp. 0.01% Add +12.3% 198,638 $50.1M
Fiera Capital Corp 0.15% Add +1.2% 191,894 $48.4M
Manufacturers Life Insurance Company, The 0.04% Add +19.5% 166,755 $42.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.25% Reduce -5.9% 161,700 $40.8M
Bridges Investment Management Inc. 0.62% Add +118.9% 160,860 $40.6M
Balyasny Asset Management L.P. 0.10% Add +192.0% 145,064 $36.6M
Advent International, L.P. 0.86% New 142,000 $35.8M
Cadian Capital Management, LP 1.78% Reduce -55.7% 141,750 $35.8M
Millennium Management 0.03% Add +211.2% 134,112 $33.9M
Schonfeld Strategic Advisors LLC 0.26% New 132,598 $33.5M
Brandywine Global Investment Management, LLC 0.25% Reduce -12.1% 130,540 $33.0M
Clearbridge Investments, LLC 0.02% Add +2.3% 119,963 $30.3M
Bank of America Corp. 0.00% Add +8.3% 112,888 $28.5M
Ameriprise Financial Inc. 0.01% Add +17.3% 107,447 $27.1M
Perpetual Ltd 0.27% Add +1.5% 99,600 $25.1M
Nuveen Asset Management, LLC 0.01% Reduce -2.3% 97,920 $24.7M
First Trust Advisors LP 0.03% Add +22.8% 97,353 $24.6M
Franklin Resources Inc. 0.01% Reduce -1.9% 93,638 $23.6M
J. Goldman & Co LP 0.86% New 92,006 $23.2M
Principal Financial Group Inc. 0.01% Reduce -11.9% 91,269 $23.0M
Boston Partners 0.03% Reduce -3.9% 89,396 $21.8M
Rhumbline Advisers 0.02% Reduce -2.1% 80,445 $20.3M
Kennedy Capital Management LLC 0.43% Reduce -23.1% 79,696 $20.1M
Iridian Asset Management LLC 4.16% Add +6.1% 73,040 $18.4M
Ensign Peak Advisors, Inc 0.03% Add +0.2% 72,609 $18.3M
New York State Common Retirement Fund 0.02% Add +0.0% 72,522 $18.3M
Hotchkis & Wiley Capital Management LLC 0.06% New 70,589 $17.8M
Westwood Holdings Group Inc. 0.15% Add +22.9% 70,405 $17.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +40.1% 68,272 $17.2M
UBS Group AG 0.00% Reduce -5.6% 57,158 $14.4M
Lido Advisors, LLC 0.12% Add +47.4% 56,011 $14.1M
Swiss National Bank 0.01% Reduce -0.2% 54,200 $13.7M
Legal & General Group Plc 0.00% Reduce -11.4% 53,831 $13.6M
Retirement Systems of Alabama 0.05% Reduce -1.4% 51,726 $13.1M
CIBC Private Wealth Group LLC 0.02% Add +40.5% 51,858 $12.9M
Sei Investments Co. 0.02% Add +32.9% 50,321 $12.7M
Logan Capital Management Inc. 0.54% Reduce -1.0% 49,728 $12.6M
Bank of Montreal 0.00% Add +1502.3% 48,919 $12.4M
Alliancebernstein L.P. 0.00% Reduce -90.9% 48,507 $12.2M
Barclays PLC 0.01% Reduce -13.4% 44,243 $11.2M
Cardinal Capital Management LLC 3.03% Reduce -80.6% 43,823 $11.1M
Engle Capital Management, L.P. 3.67% Reduce -4.4% 43,000 $10.9M
California Public Employees Retirement System 0.01% Add +6.1% 42,130 $10.6M
New York State Teachers Retirement System 0.02% Reduce -2.1% 37,230 $9.4M
Dana Investment Advisors, Inc. 0.32% Reduce -1.3% 37,203 $9.4M
Envestnet Asset Management Inc. 0.00% Reduce -25.3% 36,532 $9.2M
Goldman Sachs Group Inc. 0.00% Reduce -26.8% 36,241 $9.1M
Corebridge Financial, Inc. 0.05% — 34,662 $8.8M
Channing Capital Management, LLC 0.24% Add +12.1% 34,061 $8.6M
Raymond James & Associates 0.01% Add +66.6% 30,898 $7.8M
Wells Fargo & Company 0.00% Add +5.6% 30,766 $7.8M
GW&K Investment Management, LLC 0.07% Reduce -26.1% 29,182 $7.4M
Man Group plc 0.02% Add +144.9% 28,105 $7.1M
California State Teachers Retirement System 0.01% Reduce -2.3% 27,210 $6.9M
Marshall Wace, LLP 0.01% New 26,549 $6.7M
Citadel Advisors 0.01% Add +227.1% 24,941 $6.3M
Parkwood LLC 0.77% Add +14.8% 24,606 $6.2M
EVR Research LP 1.81% New 24,000 $6.1M
Moran Wealth Management, LLC 0.19% Add +1.1% 22,862 $5.8M
CANADA LIFE ASSURANCE Co 0.01% Add +8.7% 21,972 $5.5M
First Eagle Investment Management, LLC 0.01% Reduce -30.2% 21,558 $5.4M
Algert Global LLC 0.18% Add +257.0% 21,493 $5.4M
Comerica Bank 0.02% Reduce -27.5% 21,373 $5.4M
Jane Street Group, LLC 0.01% Reduce -3.5% 20,825 $5.3M
State of Wisconsin Investment Board 0.01% Reduce -49.0% 20,652 $5.2M
Steamboat Capital Partners, LLC 1.86% Reduce -34.5% 20,023 $5.1M
CenterBook Partners LP 0.31% Add +14.2% 19,791 $5.0M
Squarepoint Ops LLC 0.02% Reduce -67.3% 19,694 $5.0M
BNP Paribas Financial Markets 0.01% Add +1.1% 19,359 $4.9M
S&T Bank 1.23% Reduce -31.6% 19,051 $4.8M
State Board of Administration of Florida Retirement System 0.01% Reduce -3.5% 18,636 $4.7M
Royal Bank of Canada 0.00% Reduce -54.9% 17,365 $4.4M

"% of holder's portfolio" is LAD's weight in each manager's 13F, not the share of Lithia Motors Inc. the manager owns.

Show all 375 holders