LITHIA MTRS INC LAD
COM · Common Stock · CUSIP 536797103 · ISIN US5367971034
American automobile dealer/retailer
- SectorConsumer discretionary
- IndustryRetail-Auto Dealers & Gasoline Stations
- HeadquartersMedford, OR
- Founded1946
- Websitelithia.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.8m this quarter). Holder counts are more reliable. Shares outstanding: 22.0m as of 2026-07-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $290.45. Options: 12 managers hold calls ($47.6m notional), 13 hold puts ($303.9m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 393 |
| Q4 2022 | 373 |
| Q1 2023 | 377 |
| Q2 2023 | 369 |
| Q3 2023 | 388 |
| Q4 2023 | 388 |
| Q1 2024 | 414 |
| Q2 2024 | 376 |
| Q3 2024 | 406 |
| Q4 2024 | 441 |
| Q1 2025 | 474 |
| Q2 2025 | 454 |
| Q3 2025 | 453 |
| Q4 2025 | 482 |
| Q1 2026 | 437 |
| Q2 2026 | 444 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 210 | 187 |
| Q4 2024 | 193 | 210 |
| Q1 2025 | 247 | 188 |
| Q2 2025 | 219 | 243 |
| Q3 2025 | 208 | 229 |
| Q4 2025 | 205 | 233 |
| Q1 2026 | 203 | 254 |
| Q2 2026 | 215 | 224 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $25.6m | $25.5m | 1.00 |
| Q4 2025 | $86.1m | $62.0m | 0.72 |
| Q1 2026 | $40.9m | $216.2m | 5.29 |
| Q2 2026 | $47.6m | $303.9m | 6.39 |
Biggest buyers
| FMR LLC | Added | +422.7k |
| AMERICAN CENTURY COMPANIES INC | Added | +274.9k |
| Squarepoint Ops LLC | New | +131.3k |
| Gotham Asset Management, LLC | Added | +108.5k |
| JONES FINANCIAL COMPANIES LLLP | Added | +101.1k |
| NATIXIS ADVISORS, LLC | Added | +92.4k |
| First Eagle Investment Management, LLC | Added | +88.3k |
| MORGAN STANLEY | Added | +75.7k |
| AQR CAPITAL MANAGEMENT LLC | Added | +64.0k |
| GOLDMAN SACHS GROUP INC | Added | +63.1k |
Biggest sellers
| Conifer Management, L.L.C. | Sold out | -212.0k |
| ROYAL LONDON ASSET MANAGEMENT LTD | Reduced | -160.6k |
| MARSHALL WACE, LLP | Reduced | -159.8k |
| BARCLAYS PLC | Reduced | -129.2k |
| GLENVIEW CAPITAL MANAGEMENT, LLC | Sold out | -127.6k |
| UBS Group AG | Reduced | -118.4k |
| BlackRock, Inc. | Reduced | -113.0k |
| Advent International, L.P. | Reduced | -93.3k |
| WESTWOOD HOLDINGS GROUP INC | Sold out | -90.5k |
| SEI INVESTMENTS CO | Reduced | -72.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.3m35.5k shares |
| D. E. Shaw & Co., Inc. | Added | $9.5m32.7k shares |
| Walleye Trading LLC | Added | $5.9m20.2k shares |
| CITADEL ADVISORS LLC | Added | $5.3m18.4k shares |
| Squarepoint Ops LLC | Reduced | $3.7m12.7k shares |
| JANE STREET GROUP, LLC | Reduced | $3.6m12.4k shares |
| IMC-Chicago, LLC | Reduced | $3.4m11.8k shares |
| Twin Tree Management, LP | New | $1.9m6.5k shares |
| Point72 Asset Management, L.P. | Added | $1.8m6.2k shares |
| TUDOR INVESTMENT CORP ET AL | New | $1.0m3.5k shares |
Biggest puts
| UBS Group AG | Added | $94.3m324.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $55.6m191.4k shares |
| IMC-Chicago, LLC | Added | $36.5m125.5k shares |
| Walleye Trading LLC | Added | $34.5m118.8k shares |
| CITADEL ADVISORS LLC | Reduced | $30.1m103.5k shares |
| JANE STREET GROUP, LLC | Added | $21.9m75.5k shares |
| GROUP ONE TRADING LLC | Unchanged | $11.9m40.8k shares |
| D. E. Shaw & Co., Inc. | Added | $10.2m35.0k shares |
| SIMPLEX TRADING, LLC | Added | $4.4m15.1k shares |
| Point72 Asset Management, L.P. | Added | $2.8m9.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. 13G · passive investor filed 2025-11-04 | 10.3% |
| FMR LLC 13G · institution +2.0 pts · filed 2026-08-06 | 9.6% |
| HARRIS ASSOCIATES L P 13G · institution filed 2026-05-15 | 8.4% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution +1.1 pts · filed 2026-07-14 | 6.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (4.9%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 7 | $12.9m | — |
| Q1 2025 | 0 | — | 4 | $433.7k | — |
| Q2 2025 | 0 | — | 1 | $99.7k | — |
| Q3 2025 | 0 | — | 2 | $156.0k | — |
| Q4 2025 | 0 | — | 1 | $27.0k | $27.0k |
| Q1 2026 | 0 | — | 1 | $19.4k | $19.4k |
| Q2 2026 | 0 | — | 3 | $229.6k | $23.6k |
| Q3 2026 | 0 | — | 2 | $147.3k | $27.8k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-11 | Loretz Congdon Stacy Director | Sold plan | $27.8k75 shares |
| 2026-09-08 | Stork David Chief Administrative Officer | Sold | $119.5k320 shares |
| 2026-06-12 | Loretz Congdon Stacy Director | Sold plan | $23.6k75 shares |
| 2026-06-10 | McIntyre Shauna Director | Sold | $50.4k165 shares |
| 2026-05-26 | Bailey Richard J Jr Director | Sold | $83.3k297 shares |
| 2026-05-11 | McIntyre Shauna Director | Sold | $72.2k245 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. 13.20% of their portfolio | 2.5m $723.5m | Unchanged |
| BlackRock, Inc. 0.01% of their portfolio | 2.4m $696.5m | Reduced -113.0k |
| FMR LLC 0.03% of their portfolio | 2.2m $636.8m | Added +422.7k |
| HARRIS ASSOCIATES L P 0.74% of their portfolio | 1.9m $556.4m | Reduced -41.3k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 1.4m $409.6m | Added +20.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.1m $323.9m | Reduced -39.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.0m $299.7m | Reduced -27.2k |
| STATE STREET CORP 0.01% of their portfolio | 774.1k $224.9m | Reduced -14.5k |
| River Road Asset Management, LLC 2.21% of their portfolio | 682.7k $198.3m | Added +29.9k |
| LYRICAL ASSET MANAGEMENT LP 1.84% of their portfolio | 498.1k $144.7m | Added +37.4k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.41% of their portfolio | 490.0k $142.3m | Reduced -13.2k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 452.7k $131.5m | Added +274.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 422.8k $122.8m | Reduced -47.1k |
| COOPERMAN LEON G 2.78% of their portfolio | 340.0k $98.8m | Unchanged |
| COOKE & BIELER LP 1.03% of their portfolio | 306.2k $89.0m | Reduced -40.2k |
| BRIDGES INVESTMENT MANAGEMENT INC 0.98% of their portfolio | 278.3k $80.8m | Reduced -6.8k |
| UBS Group AG 0.01% of their portfolio | 274.3k $79.7m | Reduced -118.4k |
| MORGAN STANLEY 0.00% of their portfolio | 248.4k $72.1m | Added +75.7k |
| Madison Asset Management, LLC 0.80% of their portfolio | 230.6k $67.0m | Reduced -2.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 227.9k $66.2m | Added +47 |
| NORTHERN TRUST CORP 0.01% of their portfolio | 226.0k $65.7m | Reduced -5.2k |
| Tensile Capital Management LP 8.94% of their portfolio | 223.0k $64.8m | Unchanged |
| Bank of New York Mellon Corp 0.01% of their portfolio | 216.9k $63.0m | Reduced -10.4k |
| Life Cycle Investment Partners Ltd 0.28% of their portfolio | 209.4k $60.8m | Added +25.7k |
| Chicago Capital, LLC 1.37% of their portfolio | 195.2k $56.7m | Reduced -10.6k |
| JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio | 188.1k $54.9m | Added +101.1k |
| NATIXIS ADVISORS, LLC 0.06% of their portfolio | 187.2k $54.4m | Added +92.4k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.92% of their portfolio | 176.5k $51.3m | Reduced -3.0k |
| NORGES BANK 0.00% of their portfolio | 158.5k $46.1m | Not comparable |
| Invesco Ltd. 0.00% of their portfolio | 150.4k $43.7m | Reduced -3.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 147.1k $42.7m | Reduced -12.3k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 144.6k $42.0m | Reduced -5.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 141.5k $41.5m | Added +8.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 138.2k $40.2m | Added +63.1k |
| First Eagle Investment Management, LLC 0.03% of their portfolio | 132.0k $38.3m | Added +88.3k |
| Squarepoint Ops LLC 0.07% of their portfolio | 131.3k $38.1m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 116.7k $33.9m | Reduced -46.2k |
| Gotham Asset Management, LLC 0.08% of their portfolio | 115.8k $33.6m | Added +108.5k |
| HENNESSY ADVISORS INC 0.99% of their portfolio | 106.8k $31.0m | Unchanged |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 104.9k $30.6m | Reduced -1.1k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 102.5k $29.6m | Added +64.0k |
| ProShare Advisors LLC 0.04% of their portfolio | 94.7k $27.5m | Added +18.1k |
| HRT FINANCIAL LP 0.06% of their portfolio | 92.7k $26.9m | Added +36.1k |
| Nuveen, LLC 0.01% of their portfolio | 85.0k $24.7m | Reduced -6.1k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 83.7k $24.3m | Added +7.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 83.5k $24.3m | Reduced -3.0k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 81.3k $23.6m | Added +10.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 78.3k $22.7m | Reduced -2.3k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.04% of their portfolio | 76.4k $22.2m | Reduced -160.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 73.6k $21.4m | Added +715 |
| Long Focus Capital Management, LLC 0.84% of their portfolio | 71.0k $20.6m | Added +15.0k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 70.2k $20.4m | Reduced -72.6k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 67.2k $19.5m | Reduced -3.1k |
| IRIDIAN ASSET MANAGEMENT LLC/CT 6.37% of their portfolio | 63.9k $18.6m | Reduced -1.7k |
| Nokomis Capital, L.L.C. 6.70% of their portfolio | 62.9k $18.3m | Reduced -12.4k |
| Woodline Partners LP 0.06% of their portfolio | 62.6k $18.2m | New |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 60.1k $17.2m | Added +39.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 59.2k $17.2m | Reduced -3.4k |
| Retirement Systems of Alabama 0.05% of their portfolio | 58.6k $17.0m | Reduced -6.1k |
| Janney Montgomery Scott LLC 0.03% of their portfolio | 56.1k $16.3m | Reduced -24.8k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 55.7k $16.2m | Added +51.1k |
| LOGAN CAPITAL MANAGEMENT INC 0.56% of their portfolio | 52.2k $15.2m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 51.8k $15.0m | Reduced -2.4k |
| Covalis Capital LLP 0.82% of their portfolio | 49.7k $14.4m | Reduced -30.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 49.1k $14.3m | Added +47.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 48.8k $14.2m | Added +30.3k |
| Swiss National Bank 0.01% of their portfolio | 46.7k $13.6m | Reduced -1.2k |
| CIBC Bancorp USA Inc. 0.02% of their portfolio | 45.9k $13.2m | Reduced -55 |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 45.8k $13.3m | Added +14.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 44.8k $13.0m | Reduced -13.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 43.9k $11.0m | Added +13.0k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.17% of their portfolio | 43.8k $12.7m | Added +1.2k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 40.5k $11.8m | Added +9.3k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 39.5k $11.5m | Reduced -159.8k |
| Legal & General Group Plc 0.00% of their portfolio | 36.9k $10.7m | Reduced -1.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 32.9k $9.6m | Reduced -1.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 32.0k $9.3m | Added +536 |
| Quantinno Capital Management LP 0.01% of their portfolio | 31.2k $9.1m | Added +15.8k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 29.4k $8.5m | Reduced -2.1k |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 29.3k $8.5m | Added +8.3k |
| CITIGROUP INC 0.00% of their portfolio | 28.1k $8.2m | Added +16.8k |
| Dana Investment Advisors, Inc. 0.21% of their portfolio | 27.8k $8.1m | Reduced -356 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 26.8k $7.8m | Reduced -1.5k |
| IMC-Chicago, LLC 0.07% of their portfolio | 25.5k $7.4m | Reduced -29.6k |
| Channing Capital Management, LLC 0.16% of their portfolio | 24.6k $7.1m | Reduced -934 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 23.9k $7.0m | Reduced -5.5k |
| Harfst & Associates, Inc. 1.06% of their portfolio | 23.5k $6.8m | Reduced -1.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 23.1k $6.7m | Added +691 |
| Bridge City Capital, LLC 1.50% of their portfolio | 22.7k $6.6m | Added +2.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 22.0k $6.4m | Reduced -630 |
| Susquehanna Portfolio Strategies, LLC 0.10% of their portfolio | 21.6k $6.3m | Added +16.4k |
| Snowden Capital Advisors LLC 0.14% of their portfolio | 19.8k $5.7m | Added +356 |
| KENNEDY CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 18.9k $5.5m | Reduced -541 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 17.7k $5.2m | Added +3.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 17.6k $5.1m | Reduced -11.3k |
| Walleye Trading LLC 0.07% of their portfolio | 16.6k $4.8m | Reduced -23.9k |
| WINTON GROUP Ltd 0.16% of their portfolio | 16.6k $4.8m | New |
| SCOTIA CAPITAL INC. 0.02% of their portfolio | 16.4k $4.8m | Added +1.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 16.1k $4.7m | Reduced -580 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 15.1k $4.4m | Reduced -825 |