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 ($34.6m this quarter). Holder counts are more reliable. Shares outstanding: 25.6m as of 2025-07-30, 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 ≈ $337.02. Options: 11 managers hold calls ($28.0m notional), 10 hold puts ($33.6m).
Trends to Q2 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 |
| Q2 2025 | 454 |
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 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 |
| Q2 2025 | 219 | 243 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $104.5m | $57.3m | 0.55 |
| Q4 2024 | $43.5m | $41.3m | 0.95 |
| Q1 2025 | $29.4m | $33.0m | 1.12 |
| Q2 2025 | $28.0m | $33.6m | 1.20 |
Biggest buyers
| BlackRock, Inc. | Added | +270.2k |
| GOLDMAN SACHS GROUP INC | Added | +137.3k |
| UBS Group AG | Added | +113.6k |
| MORGAN STANLEY | Added | +97.3k |
| ROYAL BANK OF CANADA | Added | +94.5k |
| MILLENNIUM MANAGEMENT LLC | Added | +90.3k |
| River Road Asset Management, LLC | Added | +86.1k |
| BANK OF AMERICA CORP /DE/ | Added | +72.1k |
| DIMENSIONAL FUND ADVISORS LP | Added | +59.1k |
| AMERIPRISE FINANCIAL INC | Added | +55.6k |
Biggest sellers
| Coppell Advisory Solutions LLC | Sold out | -2.0m |
| Brave Warrior Advisors, LLC | Sold out | -381.9k |
| STEADFAST CAPITAL MANAGEMENT LP | Sold out | -276.9k |
| Advent International, L.P. | Reduced | -137.4k |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Sold out | -126.4k |
| CADIAN CAPITAL MANAGEMENT, LP | Sold out | -112.6k |
| J. Goldman & Co LP | Sold out | -98.6k |
| Schonfeld Strategic Advisors LLC | Reduced | -95.3k |
| ROYAL LONDON ASSET MANAGEMENT LTD | Reduced | -82.1k |
| FMR LLC | Reduced | -80.5k |
Biggest calls
| D. E. Shaw & Co., Inc. | Added | $10.9m32.4k shares |
| CITADEL ADVISORS LLC | Reduced | $5.9m17.6k shares |
| UBS Group AG | Unchanged | $3.7m11.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.5m7.5k shares |
| JANE STREET GROUP, LLC | Reduced | $1.8m5.2k shares |
| WOLVERINE TRADING, LLC | Added | $1.2m3.7k shares |
| GROUP ONE TRADING LLC | Added | $777.0k2.3k shares |
| Squarepoint Ops LLC | Unchanged | $777.0k2.3k shares |
| Walleye Trading LLC | Added | $304.0k900 shares |
| SIMPLEX TRADING, LLC | Reduced | $33.0k100 shares |
Biggest puts
| D. E. Shaw & Co., Inc. | Added | $9.6m28.5k shares |
| CITADEL ADVISORS LLC | Reduced | $8.5m25.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.9m14.4k shares |
| IMC-Chicago, LLC | New | $4.0m11.8k shares |
| SIMPLEX TRADING, LLC | New | $2.7m8.0k shares |
| JANE STREET GROUP, LLC | Reduced | $1.8m5.2k shares |
| Walleye Trading LLC | Added | $1.1m3.2k shares |
| WOLVERINE TRADING, LLC | Added | $973.4k2.9k shares |
| GROUP ONE TRADING LLC | New | $67.6k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | New | $00 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2025 | 0 | — | 1 | $99.7k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-01 | McIntyre Shauna Director | Sold | $99.7k337 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 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 2.9m $963.3m | Added +270.2k |
| VANGUARD GROUP INC 0.01% of their portfolio | 2.6m $889.4m | Reduced -39.4k |
| ABRAMS CAPITAL MANAGEMENT, L.P. 13.51% of their portfolio | 2.4m $825.9m | Unchanged |
| HARRIS ASSOCIATES L P 1.09% of their portfolio | 2.0m $672.8m | Reduced -13.1k |
| DIMENSIONAL FUND ADVISORS LP 0.10% of their portfolio | 1.3m $448.2m | Added +59.1k |
| STATE STREET CORP 0.01% of their portfolio | 825.9k $279.0m | Reduced -23.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.18% of their portfolio | 612.4k $206.9m | Added +34.0k |
| Conifer Management, L.L.C. 21.98% of their portfolio | 500.0k $168.9m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 479.5k $162.0m | Added +11.9k |
| MORGAN STANLEY 0.01% of their portfolio | 474.2k $160.2m | Added +97.3k |
| LYRICAL ASSET MANAGEMENT LP 2.29% of their portfolio | 469.7k $158.7m | Reduced -33.3k |
| NORGES BANK 0.02% of their portfolio | 439.7k $148.5m | Added +9.1k |
| River Road Asset Management, LLC 1.51% of their portfolio | 412.5k $118.8m | Added +86.1k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.45% of their portfolio | 411.3k $139.0m | Added +34.9k |
| FMR LLC 0.01% of their portfolio | 403.0k $136.1m | Reduced -80.5k |
| COOPERMAN LEON G 3.77% of their portfolio | 317.6k $107.3m | Unchanged |
| UBS Group AG 0.02% of their portfolio | 300.3k $101.4m | Added +113.6k |
| Madison Asset Management, LLC 1.04% of their portfolio | 284.8k $96.2m | Added +4.3k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 272.1k $91.9m | Added +90.3k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.20% of their portfolio | 256.8k $86.8m | Reduced -82.1k |
| BRIDGES INVESTMENT MANAGEMENT INC 1.17% of their portfolio | 255.6k $86.3m | Added +14.2k |
| Squarepoint Ops LLC 0.19% of their portfolio | 251.8k $85.1m | Added +47.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 250.6k $84.7m | Added +137.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 247.6k $83.6m | Reduced -20.7k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 228.8k $77.3m | Reduced -17.5k |
| Tensile Capital Management LP 9.11% of their portfolio | 223.5k $75.5m | Reduced -12.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 215.8k $72.9m | Reduced -17.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 210.1k $71.0m | Reduced -796 |
| Chicago Capital, LLC 1.65% of their portfolio | 197.7k $66.8m | Reduced -17.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 197.4k $66.7m | Added +72.1k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 188.0k $63.5m | Added +55.6k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.10% of their portfolio | 185.2k $62.5m | Reduced -45.0k |
| Man Group plc 0.14% of their portfolio | 185.0k $62.5m | Reduced -13.6k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 184.4k $62.3m | Added +94.5k |
| HITE Hedge Asset Management LLC 3.38% of their portfolio | 174.5k $59.0m | Added +10.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio | 167.7k $56.6m | Added +9.4k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.32% of their portfolio | 164.0k $55.4m | Unchanged |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.48% of their portfolio | 153.5k $51.8m | Reduced -41.6k |
| Advent International, L.P. 1.64% of their portfolio | 149.4k $50.5m | Reduced -137.4k |
| Alyeska Investment Group, L.P. 0.18% of their portfolio | 146.2k $49.4m | Added +32.7k |
| Point72 Asset Management, L.P. 0.10% of their portfolio | 129.1k $43.6m | Added +3.5k |
| Park West Asset Management LLC 3.25% of their portfolio | 126.2k $42.6m | Reduced -74.2k |
| NATIXIS ADVISORS, LLC 0.07% of their portfolio | 126.0k $42.6m | Added +27.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 122.3k $41.3m | Added +29.1k |
| Invesco Ltd. 0.01% of their portfolio | 118.4k $40.0m | Reduced -1.0k |
| Balyasny Asset Management L.P. 0.09% of their portfolio | 115.4k $39.0m | Reduced -42.0k |
| Nuveen, LLC 0.01% of their portfolio | 114.4k $38.6m | Added +2.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 105.8k $35.7m | Added +10.6k |
| Assenagon Asset Management S.A. 0.05% of their portfolio | 99.5k $33.6m | Reduced -25.7k |
| Janney Montgomery Scott LLC 0.08% of their portfolio | 95.7k $32.3m | Added +3.4k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 91.1k $30.8m | Added +41.8k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 89.8k $30.3m | Reduced -1.5k |
| WESTWOOD HOLDINGS GROUP INC 0.21% of their portfolio | 84.6k $28.6m | Added +7.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 81.1k $27.4m | Reduced -12.1k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 76.2k $25.8m | Reduced -1.3k |
| Cubist Systematic Strategies, LLC 0.25% of their portfolio | 67.6k $22.8m | Added +5.3k |
| Retirement Systems of Alabama 0.08% of their portfolio | 66.8k $22.6m | Reduced -2.9k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 64.6k $21.8m | Added +9.3k |
| Woodline Partners LP 0.11% of their portfolio | 64.4k $21.8m | Added +19.7k |
| Legal & General Group Plc 0.01% of their portfolio | 60.5k $20.4m | Added +2.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 59.0k $19.9m | Reduced -2.3k |
| IRIDIAN ASSET MANAGEMENT LLC/CT 6.24% of their portfolio | 53.4k $18.0m | Reduced -8.1k |
| Swiss National Bank 0.01% of their portfolio | 50.2k $17.0m | Reduced -1.4k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 48.3k $16.2m | Added +33.2k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 46.0k $15.5m | Added +4.7k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 45.6k $15.4m | Added +1.8k |
| ALGERT GLOBAL LLC 0.32% of their portfolio | 45.6k $15.4m | Reduced -1.1k |
| Boston Partners 0.02% of their portfolio | 45.6k $15.4m | Reduced -3.1k |
| LOGAN CAPITAL MANAGEMENT INC 0.71% of their portfolio | 45.2k $15.3m | Reduced -1.7k |
| TUDOR INVESTMENT CORP ET AL 0.11% of their portfolio | 44.9k $15.2m | Reduced -14.0k |
| Trexquant Investment LP 0.16% of their portfolio | 42.3k $14.3m | Added +30.6k |
| California Public Employees Retirement System 0.01% of their portfolio | 41.8k $14.1m | Added +94 |
| CIBC Private Wealth Group LLC 0.02% of their portfolio | 40.5k $13.7m | Reduced -1.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 40.5k $13.7m | Reduced -1.3k |
| Jump Financial, LLC 0.17% of their portfolio | 40.2k $13.6m | Added +16.2k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 39.8k $13.4m | Added +610 |
| Holocene Advisors, LP 0.03% of their portfolio | 38.7k $13.1m | Added +10.5k |
| BARCLAYS PLC 0.00% of their portfolio | 36.0k $12.2m | Added +12.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 34.6k $11.7m | Added +2.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 34.5k $11.7m | Added +22.3k |
| Schonfeld Strategic Advisors LLC 0.08% of their portfolio | 33.3k $11.2m | Reduced -95.3k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 30.9k $10.4m | Reduced -1.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 30.6k $10.3m | New |
| Gotham Asset Management, LLC 0.06% of their portfolio | 30.4k $10.3m | Added +23.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 29.7k $10.0m | Reduced -1.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 29.5k $10.0m | Added +7.5k |
| Empowered Funds, LLC 0.11% of their portfolio | 29.1k $9.8m | Added +3.0k |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.46% of their portfolio | 28.6k $9.7m | Reduced -14.5k |
| Dana Investment Advisors, Inc. 0.32% of their portfolio | 28.5k $9.6m | Reduced -441 |
| Harfst & Associates, Inc. 1.95% of their portfolio | 28.0k $9.4m | Reduced -645 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 27.7k $9.3m | Added +792 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 26.7k $9.0m | Added +17.6k |
| Channing Capital Management, LLC 0.25% of their portfolio | 26.2k $8.9m | Added +33 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 25.5k $8.6m | Reduced -42 |
| HRT FINANCIAL LP 0.04% of their portfolio | 24.2k $8.2m | Added +9.5k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 23.9k $8.1m | Reduced -4.1k |
| CASTLEARK MANAGEMENT LLC 0.24% of their portfolio | 23.1k $7.8m | Reduced -730 |
| GW&K Investment Management, LLC 0.07% of their portfolio | 23.0k $7.8m | Reduced -3.2k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 21.9k $7.4m | Reduced -524 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 21.4k $7.2m | Added +20 |