undamentalytics Newsletter

Lithia Motors Inc: which funds bought and sold

Institutions that bought and sold Lithia Motors shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 213 institutions that filed 13F reports for both quarters added to or opened positions in Lithia Motors, and 223 cut or closed them. Together they sold a net 57K shares, −0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 723K shares (+7.6%); index fund managers were net sellers of 236K shares (−3.5%). 70 opened a new position and 63 sold out entirely.

Bought, Q2 2026 213 institutions, 70 of them new holders Sold, Q2 2026 223 institutions, 63 of them sold out
Net change, all compared −57K shares (−0.2%)
Net change, active managers +723K shares (+7.6%), 33 bought, 29 sold

Buyers versus sellers

institutions compared, 498
Active managers and hedge funds 33 bought · 29 sold · +723K
Index fund managers 4 bought · 8 sold · −236K
Other institutions 176 bought · 186 sold · −544K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager +423K +23.9% 2.2M $637M
American Century Companies Inc Active manager +275K +154.6% 453K $132M
Squarepoint Ops LLC Hedge fund +131K New position 131K $38.1M
Gotham Asset Management, LLC Hedge fund +108K +1470.3% 116K $33.6M
Jones Financial Companies LLLP +101K +116.1% 188K $54.9M
Natixis Advisors, LLC +92K +97.5% 187K $54.4M
First Eagle Investment Management, LLC Active manager +88K +201.9% 132K $38.3M
Morgan Stanley +76K +43.8% 248K $72.1M
AQR Capital Management LLC Hedge fund +64K +166.1% 103K $29.6M
Goldman Sachs Group Inc +63K +84.0% 138K $40.2M
Woodline Partners LP Hedge fund +63K New position 63K $18.2M
Logan Capital Management Inc +52K New position 52K $15.2M
D. E. Shaw & Co., Inc. Hedge fund +51K +1091.1% 56K $16.2M
Millennium Management LLC Hedge fund +48K +3122.2% 49K $14.3M
HSBC Holdings PLC +40K +193.4% 60K $17.2M
Lyrical Asset Management LP Active manager +37K +8.1% 498K $145M
HRT Financial LP +36K +63.8% 93K $26.9M
BNP Paribas Financial Markets +30K +164.5% 49K $14.2M
River Road Asset Management, LLC Active manager +30K +4.6% 683K $198M
Life Cycle Investment Partners Ltd +26K +14.0% 209K $60.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Conifer Management, L.L.C. −212K Sold out 0 —
Royal London Asset Management Ltd −161K −67.8% 76K $22.2M
Marshall Wace, LLP Hedge fund −160K −80.2% 40K $11.5M
Barclays PLC −129K −90.9% 13K $3.7M
Glenview Capital Management, LLC Hedge fund −128K Sold out 0 —
UBS Group AG −118K −30.2% 274K $79.7M
Blackrock, Inc. Index funds −113K −4.5% 2.4M $696M
Advent International, L.P. −93K −97.9% 1,985 $576,623
Westwood Holdings Group Inc Active manager −91K Sold out 0 —
Sei Investments Co −73K −50.8% 70K $20.4M
Frontier Capital Management Co LLC Active manager −54K −97.5% 1,358 $394,485
Geode Capital Management, LLC Index funds −47K −10.0% 423K $123M
Ameriprise Financial Inc −46K −28.4% 117K $33.9M
Harris Associates L P Active manager −41K −2.1% 1.9M $556M
Cooke & Bieler LP Active manager −40K −11.6% 306K $89M
Vanguard Portfolio Management LLC Index funds −40K −3.4% 1.1M $324M
Boston Partners Active manager −36K Sold out 0 —
Voloridge Investment Management, LLC Hedge fund −31K Sold out 0 —
Covalis Capital LLP −30K −37.8% 50K $14.4M
Imc-Chicago, LLC −30K −53.8% 25K $7.4M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Squarepoint Ops LLCHedge fund 131K $38.1M
Woodline Partners LPHedge fund 63K $18.2M
Logan Capital Management Inc 52K $15.2M
Winton Group LtdHedge fund 17K $4.8M
Ilex Capital Partners (UK) LLP 15K $4.4M
Susquehanna Fundamental Investments, LLC 12K $3.5M
Aquatic Capital Management LLC 10K $3M
Natixis 5,954 $1.7M
Jain Global LLCHedge fund 4,418 $1.3M
Cerity Partners LLC 3,619 $1.1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Conifer Management, L.L.C. 212K $52.9M
Glenview Capital Management, LLCHedge fund 128K $31.9M
Westwood Holdings Group IncActive manager 91K $22.6M
Boston PartnersActive manager 36K $8.9M
Voloridge Investment Management, LLCHedge fund 31K $7.9M
Park West Asset Management LLCHedge fund 25K $6.4M
Tudor Investment Corp Et AlHedge fund 17K $4.2M
Holocene Advisors, LPHedge fund 15K $3.8M
Evr Research LP 15K $3.7M
Agp Franklin, LLC 15K $3.6M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
442
Ten largest holders
59.0%
of 13F-reported shares
Index fund managers
26.4%
of 13F-reported shares
Active managers and hedge funds
41.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 33 29 13 13 +723K +7.6%
Index fund managers 4 8 0 0 −236K −3.5%
Other institutions 176 186 57 50 −544K −6.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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