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 ($28.2m this quarter). Holder counts are more reliable. Shares outstanding: 26.0m as of 2025-04-24, 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 ≈ $273.61. Options: 14 managers hold calls ($29.4m notional), 9 hold puts ($33.0m).
Trends to Q1 2025
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 159 | 205 |
| Q3 2023 | 167 | 183 |
| Q4 2023 | 178 | 177 |
| Q1 2024 | 190 | 174 |
| Q2 2024 | 177 | 220 |
| Q3 2024 | 210 | 187 |
| Q4 2024 | 193 | 210 |
| Q1 2025 | 247 | 188 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $45.1m | $41.6m | 0.92 |
| Q3 2024 | $104.5m | $57.3m | 0.55 |
| Q4 2024 | $43.5m | $41.3m | 0.95 |
| Q1 2025 | $29.4m | $33.0m | 1.12 |
Biggest buyers
| Coppell Advisory Solutions LLC | Added | +2.0m |
| BlackRock, Inc. | Added | +229.1k |
| Squarepoint Ops LLC | New | +204.1k |
| Park West Asset Management LLC | New | +200.4k |
| MILLENNIUM MANAGEMENT LLC | Added | +172.4k |
| Man Group plc | Added | +154.4k |
| Assenagon Asset Management S.A. | New | +125.2k |
| Janney Montgomery Scott LLC | Added | +87.6k |
| Qube Research & Technologies Ltd | Added | +85.9k |
| J. Goldman & Co LP | Added | +80.8k |
Biggest sellers
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Reduced | -1.6m |
| Egerton Capital (UK) LLP | Sold out | -316.8k |
| Brave Warrior Advisors, LLC | Reduced | -230.7k |
| STEADFAST CAPITAL MANAGEMENT LP | Reduced | -183.4k |
| Holocene Advisors, LP | Reduced | -175.8k |
| FMR LLC | Reduced | -145.2k |
| Perpetual Ltd | Sold out | -98.7k |
| Russell Investments Group, Ltd. | Reduced | -78.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | -77.0k |
| MORGAN STANLEY | Reduced | -76.8k |
Biggest calls
| D. E. Shaw & Co., Inc. | Added | $6.9m23.6k shares |
| CITADEL ADVISORS LLC | Added | $6.6m22.5k shares |
| JANE STREET GROUP, LLC | Added | $5.3m17.9k shares |
| UBS Group AG | New | $3.2m11.0k shares |
| J. Goldman & Co LP | New | $3.1m10.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.4m4.8k shares |
| WOLVERINE TRADING, LLC | Added | $956.6k3.3k shares |
| Squarepoint Ops LLC | Reduced | $675.1k2.3k shares |
| GROUP ONE TRADING LLC | Added | $645.8k2.2k shares |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | New | $352.2k1.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $11.9m40.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.6m26.0k shares |
| D. E. Shaw & Co., Inc. | Added | $7.0m23.9k shares |
| JANE STREET GROUP, LLC | Added | $5.5m18.6k shares |
| WOLVERINE TRADING, LLC | New | $579.8k2.0k shares |
| Walleye Trading LLC | New | $176.1k600 shares |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | New | $176.1k600 shares |
| Walleye Capital LLC | New | $58.7k200 shares |
| Quaker Wealth Management, LLC | First filing | $5882 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 in Q1 2025
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 |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 2 | $421.7k | — |
| Q3 2023 | 0 | — | 6 | $20.0m | — |
| Q4 2023 | 0 | — | 1 | $24.8k | — |
| Q1 2024 | 0 | — | 1 | $40.2k | — |
| Q2 2024 | 0 | — | 1 | $35.1k | — |
| Q3 2024 | 0 | — | 3 | $4.6m | — |
| Q4 2024 | 0 | — | 7 | $12.9m | — |
| Q1 2025 | 0 | — | 4 | $433.7k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-14 | McIntyre Shauna Director | Sold | $72.1k248 shares |
| 2025-03-12 | Loretz Congdon Stacy Director | Sold | $80.7k270 shares |
| 2025-02-14 | Chamberlain Adam Chief Operating Officer | Sold | $154.9k403 shares |
| 2025-02-13 | GLANDON GARY M Chief People Officer | Sold | $126.1k325 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 2.7m $784.4m | Reduced -39.4k |
| BlackRock, Inc. 0.02% of their portfolio | 2.6m $757.7m | Added +229.1k |
| ABRAMS CAPITAL MANAGEMENT, L.P. 12.73% of their portfolio | 2.4m $717.6m | Added +53.5k |
| Coppell Advisory Solutions LLC 2.80% of their portfolio | 2.0m $20.1m | Added +2.0m |
| HARRIS ASSOCIATES L P 0.99% of their portfolio | 2.0m $588.4m | Added +54.5k |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 1.3m $372.1m | Added +73.0k |
| STATE STREET CORP 0.01% of their portfolio | 849.0k $249.2m | Added +1.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.16% of their portfolio | 578.4k $169.8m | Unchanged |
| LYRICAL ASSET MANAGEMENT LP 2.24% of their portfolio | 503.0k $147.7m | Reduced -7.3k |
| Conifer Management, L.L.C. 22.25% of their portfolio | 500.0k $146.8m | Unchanged |
| FMR LLC 0.01% of their portfolio | 483.5k $141.9m | Reduced -145.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 467.7k $137.3m | Added +27.4k |
| NORGES BANK 0.02% of their portfolio | 430.6k $126.4m | Added +3.2k |
| Brave Warrior Advisors, LLC 2.57% of their portfolio | 381.9k $112.1m | Reduced -230.7k |
| MORGAN STANLEY 0.01% of their portfolio | 376.8k $110.6m | Reduced -76.8k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.37% of their portfolio | 376.5k $110.5m | Added +30.4k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.24% of their portfolio | 338.9k $99.5m | Reduced -23.1k |
| River Road Asset Management, LLC 1.30% of their portfolio | 326.4k $95.8m | Reduced -211 |
| COOPERMAN LEON G 3.70% of their portfolio | 317.6k $93.2m | Unchanged |
| Advent International, L.P. 2.66% of their portfolio | 286.8k $84.2m | Added +69.6k |
| Madison Asset Management, LLC 0.92% of their portfolio | 280.5k $82.3m | Added +25.3k |
| STEADFAST CAPITAL MANAGEMENT LP 2.31% of their portfolio | 276.9k $81.3m | Reduced -183.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 268.3k $78.7m | Added +11.3k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 246.3k $72.3m | Added +22.9k |
| BRIDGES INVESTMENT MANAGEMENT INC 1.02% of their portfolio | 241.4k $70.9m | Added +11.5k |
| Tensile Capital Management LP 8.82% of their portfolio | 235.5k $69.1m | Unchanged |
| Bank of New York Mellon Corp 0.01% of their portfolio | 233.1k $68.4m | Reduced -4.6k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.35% of their portfolio | 230.2k $67.6m | Added +13.3k |
| Chicago Capital, LLC 1.78% of their portfolio | 214.9k $63.1m | Added +1.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 210.9k $61.9m | Added +2.7k |
| Squarepoint Ops LLC 0.15% of their portfolio | 204.1k $59.9m | New |
| Park West Asset Management LLC 4.80% of their portfolio | 200.4k $58.8m | New |
| Man Group plc 0.17% of their portfolio | 198.6k $58.3m | Added +154.4k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.63% of their portfolio | 195.1k $57.3m | Reduced -77.0k |
| UBS Group AG 0.01% of their portfolio | 186.7k $54.8m | Reduced -47.7k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 181.8k $53.4m | Added +172.4k |
| HITE Hedge Asset Management LLC 2.99% of their portfolio | 164.3k $48.2m | Added +67.8k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.30% of their portfolio | 164.0k $48.1m | Reduced -9.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 158.2k $46.5m | Reduced -25.5k |
| Balyasny Asset Management L.P. 0.12% of their portfolio | 157.4k $46.2m | Reduced -16.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 132.4k $38.8m | Added +7.5k |
| Schonfeld Strategic Advisors LLC 0.25% of their portfolio | 128.6k $37.7m | Added +26.0k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.72% of their portfolio | 126.4k $37.1m | Reduced -3.7k |
| Point72 Asset Management, L.P. 0.10% of their portfolio | 125.6k $36.9m | Reduced -11.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 125.4k $36.8m | Added +69.7k |
| Assenagon Asset Management S.A. 0.07% of their portfolio | 125.2k $36.8m | New |
| Invesco Ltd. 0.01% of their portfolio | 119.5k $35.1m | Added +5.0k |
| Alyeska Investment Group, L.P. 0.13% of their portfolio | 113.5k $33.3m | Reduced -25.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 113.3k $33.3m | Added +45.7k |
| CADIAN CAPITAL MANAGEMENT, LP 1.41% of their portfolio | 112.6k $33.1m | Added +25.5k |
| Nuveen, LLC 0.01% of their portfolio | 111.8k $32.8m | First filing |
| J. Goldman & Co LP 1.03% of their portfolio | 98.6k $28.9m | Added +80.8k |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 98.1k $28.8m | Added +5.2k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 95.1k $27.9m | Added +2.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 93.3k $27.0m | Added +2.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 93.2k $27.3m | Added +13.4k |
| Janney Montgomery Scott LLC 0.08% of their portfolio | 92.3k $27.1m | Added +87.6k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 91.3k $26.8m | Added +85.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 89.9k $26.4m | Reduced -216 |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 77.6k $22.8m | Added +98 |
| WESTWOOD HOLDINGS GROUP INC 0.17% of their portfolio | 77.4k $22.7m | Added +7.2k |
| Cartenna Capital, LP 1.66% of their portfolio | 70.0k $20.5m | New |
| Retirement Systems of Alabama 0.08% of their portfolio | 69.7k $20.5m | Reduced -3.6k |
| Driehaus Capital Management LLC 0.19% of their portfolio | 65.9k $19.3m | Reduced -76.2k |
| Cubist Systematic Strategies, LLC 0.24% of their portfolio | 62.2k $18.3m | New |
| IRIDIAN ASSET MANAGEMENT LLC/CT 5.65% of their portfolio | 61.4k $18.0m | Added +7.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 61.3k $18.0m | Added +211 |
| TUDOR INVESTMENT CORP ET AL 0.15% of their portfolio | 58.9k $17.3m | Added +55.7k |
| Legal & General Group Plc 0.00% of their portfolio | 58.1k $17.0m | Reduced -1.2k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 55.3k $16.2m | Reduced -1.6k |
| Swiss National Bank 0.01% of their portfolio | 51.6k $15.1m | Reduced -1.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 49.2k $14.5m | Added +22.9k |
| Boston Partners 0.02% of their portfolio | 48.7k $14.2m | Reduced -3.7k |
| LOGAN CAPITAL MANAGEMENT INC 0.63% of their portfolio | 46.9k $13.8m | Reduced -175 |
| ALGERT GLOBAL LLC 0.34% of their portfolio | 46.7k $13.7m | Added +8.8k |
| Woodline Partners LP 0.09% of their portfolio | 44.7k $13.1m | New |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 43.8k $12.9m | Added +10.1k |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.62% of their portfolio | 43.1k $12.7m | New |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 43.0k $12.6m | Added +26.7k |
| Covalis Capital LLP 2.89% of their portfolio | 43.0k $12.6m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 41.8k $12.3m | Added +5.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 41.7k $12.2m | Added +6.6k |
| CIBC Private Wealth Group LLC 0.02% of their portfolio | 41.5k $11.3m | Reduced -2.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 41.3k $12.1m | Added +4.1k |
| MIRABELLA FINANCIAL SERVICES LLP 0.24% of their portfolio | 41.0k $12.1m | Added +38.0k |
| COBALT CAPITAL MANAGEMENT, INC. 5.78% of their portfolio | 40.0k $11.7m | New |
| MARSHALL WACE, LLP 0.02% of their portfolio | 39.5k $11.6m | Added +37.9k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 39.2k $11.5m | Reduced -78.1k |
| TWINBEECH CAPITAL LP 0.19% of their portfolio | 35.6k $10.5m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 32.8k $9.6m | Added +25.5k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 32.4k $9.5m | Reduced -55.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 32.0k $9.4m | Reduced -1.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 30.7k $9.0m | Added +62 |
| COMERICA BANK 0.04% of their portfolio | 29.9k $8.8m | Reduced -6.4k |
| Corebridge Financial, Inc. 0.05% of their portfolio | 29.4k $8.6m | Reduced -718 |
| Dana Investment Advisors, Inc. 0.30% of their portfolio | 29.0k $8.5m | Reduced -745 |
| ExodusPoint Capital Management, LP 0.11% of their portfolio | 28.8k $8.4m | Added +24.7k |
| Harfst & Associates, Inc. 1.94% of their portfolio | 28.6k $8.4m | Reduced -1.7k |
| Holocene Advisors, LP 0.02% of their portfolio | 28.2k $8.3m | Reduced -175.8k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.20% of their portfolio | 28.0k $8.2m | Reduced -30.0k |