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 ($7.3m this quarter). Holder counts are more reliable. Shares outstanding: 22.8m as of 2026-04-29, 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 ≈ $249.81. Options: 11 managers hold calls ($40.9m notional), 15 hold puts ($216.2m).
Trends to Q1 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 |
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 2024 | 177 | 220 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $28.0m | $33.6m | 1.20 |
| Q3 2025 | $25.6m | $25.5m | 1.00 |
| Q4 2025 | $86.1m | $62.0m | 0.72 |
| Q1 2026 | $40.9m | $216.2m | 5.29 |
Biggest buyers
| FMR LLC | Added | +897.8k |
| COOKE & BIELER LP | New | +346.4k |
| UBS Group AG | Added | +257.6k |
| BlackRock, Inc. | Added | +165.4k |
| AMERICAN CENTURY COMPANIES INC | Added | +118.7k |
| BARCLAYS PLC | Added | +106.4k |
| JONES FINANCIAL COMPANIES LLLP | Added | +85.5k |
| Covalis Capital LLP | New | +79.9k |
| ProShare Advisors LLC | Added | +75.7k |
| Nokomis Capital, L.L.C. | Added | +67.1k |
Biggest sellers
| Conifer Management, L.L.C. | Reduced | -188.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -123.3k |
| EVENTIDE ASSET MANAGEMENT, LLC | Reduced | -113.8k |
| Hook Mill Capital Partners, LP | Sold out | -111.5k |
| Corient Private Wealth LP | Reduced | -107.4k |
| River Road Asset Management, LLC | Reduced | -89.9k |
| JANE STREET GROUP, LLC | Reduced | -83.8k |
| Park West Asset Management LLC | Reduced | -74.5k |
| D. E. Shaw & Co., Inc. | Reduced | -73.6k |
| NATIXIS ADVISORS, LLC | Reduced | -62.3k |
Biggest calls
| IMC-Chicago, LLC | New | $9.9m39.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $8.7m34.9k shares |
| JANE STREET GROUP, LLC | Reduced | $6.8m27.1k shares |
| Squarepoint Ops LLC | New | $4.8m19.4k shares |
| D. E. Shaw & Co., Inc. | Added | $4.4m17.6k shares |
| CITADEL ADVISORS LLC | Reduced | $2.8m11.2k shares |
| PEAK6 LLC | Reduced | $1.5m6.0k shares |
| Walleye Trading LLC | New | $1.2m4.7k shares |
| Point72 Asset Management, L.P. | New | $374.6k1.5k shares |
| TWO SIGMA INVESTMENTS, LP | New | $299.7k1.2k shares |
Biggest puts
| UBS Group AG | New | $43.9m175.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $43.7m175.1k shares |
| CITADEL ADVISORS LLC | Added | $30.7m122.9k shares |
| IMC-Chicago, LLC | Added | $29.2m117.1k shares |
| Walleye Trading LLC | New | $18.7m74.8k shares |
| JANE STREET GROUP, LLC | Added | $15.6m62.5k shares |
| LOGAN CAPITAL MANAGEMENT INC | New | $13.1m52.3k shares |
| GROUP ONE TRADING LLC | New | $10.2m40.8k shares |
| D. E. Shaw & Co., Inc. | Reduced | $4.3m17.2k shares |
| SIMPLEX TRADING, LLC | Added | $3.1m12.3k 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 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 0 | — | 2 | $156.0k | — |
| Q4 2025 | 0 | — | 1 | $27.0k | $27.0k |
| Q1 2026 | 0 | — | 1 | $19.4k | $19.4k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-12 | Loretz Congdon Stacy Director | Sold plan | $19.4k75 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 2.5m $626.9m | Added +165.4k |
| ABRAMS CAPITAL MANAGEMENT, L.P. 13.41% of their portfolio | 2.5m $621.9m | Unchanged |
| HARRIS ASSOCIATES L P 0.65% of their portfolio | 2.0m $488.6m | Reduced -10.4k |
| FMR LLC 0.02% of their portfolio | 1.8m $441.8m | Added +897.8k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 1.4m $347.1m | Added +43.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 1.2m $288.4m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.1m $264.4m | First filing |
| STATE STREET CORP 0.01% of their portfolio | 788.6k $196.9m | Added +4.8k |
| River Road Asset Management, LLC 1.85% of their portfolio | 652.8k $163.0m | Reduced -89.9k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.39% of their portfolio | 503.2k $125.7m | Reduced -42.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 469.9k $117.4m | Added +2.1k |
| LYRICAL ASSET MANAGEMENT LP 1.75% of their portfolio | 460.6k $115.0m | Reduced -15.1k |
| UBS Group AG 0.02% of their portfolio | 392.8k $98.1m | Added +257.6k |
| COOKE & BIELER LP 0.98% of their portfolio | 346.4k $86.5m | New |
| COOPERMAN LEON G 2.79% of their portfolio | 340.0k $84.9m | Added +22.4k |
| BRIDGES INVESTMENT MANAGEMENT INC 0.96% of their portfolio | 285.1k $71.2m | Added +737 |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.12% of their portfolio | 237.1k $59.2m | Reduced -2.0k |
| Madison Asset Management, LLC 0.72% of their portfolio | 232.7k $58.1m | Reduced -33.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 231.2k $57.7m | Added +2.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 227.9k $56.9m | Added +16.8k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 227.4k $56.8m | Reduced -1.7k |
| Tensile Capital Management LP 7.97% of their portfolio | 223.0k $55.7m | Reduced -1.8k |
| Conifer Management, L.L.C. 10.11% of their portfolio | 212.0k $52.9m | Reduced -188.0k |
| Chicago Capital, LLC 1.39% of their portfolio | 205.8k $51.4m | Added +7.4k |
| MARSHALL WACE, LLP 0.05% of their portfolio | 199.4k $49.8m | Added +36.4k |
| Life Cycle Investment Partners Ltd 0.29% of their portfolio | 183.7k $45.9m | Added +7.9k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.79% of their portfolio | 179.5k $44.8m | Added +63.8k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 177.8k $44.4m | Added +118.7k |
| MORGAN STANLEY 0.00% of their portfolio | 172.7k $43.1m | Reduced -17.8k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 163.0k $40.7m | Reduced -47.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 159.4k $39.8m | Added +29.3k |
| Invesco Ltd. 0.00% of their portfolio | 153.4k $38.3m | Added +14.5k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 150.1k $37.5m | First filing |
| SEI INVESTMENTS CO 0.03% of their portfolio | 142.8k $35.7m | Added +46.4k |
| BARCLAYS PLC 0.01% of their portfolio | 142.1k $35.5m | Added +106.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 133.1k $32.7m | Reduced -27.9k |
| GLENVIEW CAPITAL MANAGEMENT, LLC 0.86% of their portfolio | 127.6k $31.9m | Unchanged |
| HENNESSY ADVISORS INC 0.96% of their portfolio | 106.8k $26.7m | Reduced -11.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 105.9k $26.0m | Added +8.8k |
| Advent International, L.P. 0.56% of their portfolio | 95.3k $23.8m | Reduced -56.4k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 94.8k $23.7m | Reduced -62.3k |
| Nuveen, LLC 0.01% of their portfolio | 91.1k $22.8m | Reduced -7.9k |
| WESTWOOD HOLDINGS GROUP INC 0.16% of their portfolio | 90.5k $22.6m | Added +5.2k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 87.0k $21.8m | Added +85.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 86.5k $21.6m | Added +1.4k |
| Janney Montgomery Scott LLC 0.05% of their portfolio | 80.9k $20.2m | Reduced -6.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 80.7k $20.1m | Reduced -585 |
| Covalis Capital LLP 1.23% of their portfolio | 79.9k $19.9m | New |
| ProShare Advisors LLC 0.03% of their portfolio | 76.7k $19.1m | Added +75.7k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 76.3k $19.1m | Added +28.7k |
| Nokomis Capital, L.L.C. 5.68% of their portfolio | 75.2k $18.8m | Added +67.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 75.1k $18.8m | Reduced -3.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 72.9k $18.2m | Added +1.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 70.7k $17.7m | Reduced -21.6k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 70.3k $17.6m | Added +717 |
| IRIDIAN ASSET MANAGEMENT LLC/CT 6.64% of their portfolio | 65.6k $16.4m | Added +18.4k |
| Retirement Systems of Alabama 0.05% of their portfolio | 64.7k $16.2m | Added +627 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 62.6k $15.6m | Added +29.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 58.2k $14.5m | Added +40.1k |
| HRT FINANCIAL LP 0.05% of their portfolio | 56.6k $14.1m | Added +17.5k |
| Long Focus Capital Management, LLC 0.61% of their portfolio | 56.0k $14.0m | Added +9.0k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.14% of their portfolio | 55.2k $13.8m | Reduced -48.5k |
| IMC-Chicago, LLC 0.21% of their portfolio | 55.1k $13.8m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 54.2k $13.5m | Added +2.0k |
| Swiss National Bank 0.01% of their portfolio | 47.9k $12.0m | Reduced -2.6k |
| CIBC Bancorp USA Inc. 0.02% of their portfolio | 46.0k $11.5m | First filing |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 43.7k $10.9m | New |
| EVENTIDE ASSET MANAGEMENT, LLC 0.18% of their portfolio | 42.6k $10.6m | Reduced -113.8k |
| Walleye Trading LLC 0.21% of their portfolio | 40.5k $10.1m | New |
| Legal & General Group Plc 0.00% of their portfolio | 38.8k $9.7m | Reduced -6.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 38.5k $9.6m | Reduced -6.8k |
| Boston Partners 0.01% of their portfolio | 35.6k $8.9m | Reduced -5.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 34.1k $8.5m | Reduced -10.8k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 31.8k $8.0m | Reduced -28.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 31.5k $7.9m | Reduced -1.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 31.5k $7.9m | Added +3.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 31.4k $7.9m | Reduced -32.2k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 31.2k $7.8m | Reduced -2.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 31.0k $10.3m | Reduced -7.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 29.4k $7.4m | Reduced -4.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 28.9k $7.2m | Added +11.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 28.3k $7.1m | Added +4.2k |
| Dana Investment Advisors, Inc. 0.21% of their portfolio | 28.2k $7.0m | Reduced -70 |
| Channing Capital Management, LLC 0.16% of their portfolio | 25.5k $6.4m | Reduced -892 |
| Park West Asset Management LLC 0.56% of their portfolio | 25.5k $6.4m | Reduced -74.5k |
| Harfst & Associates, Inc. 1.10% of their portfolio | 24.6k $6.1m | Reduced -1.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 22.7k $5.7m | First filing |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 22.4k $5.6m | Added +1.6k |
| Jump Financial, LLC 0.08% of their portfolio | 21.2k $5.3m | Added +16.0k |
| Alyeska Investment Group, L.P. 0.01% of their portfolio | 20.9k $5.2m | Reduced -7.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 20.5k $5.1m | Reduced -16.5k |
| Bridge City Capital, LLC 1.40% of their portfolio | 20.2k $5.0m | Added +1.2k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 19.4k $4.9m | Reduced -438 |
| Snowden Capital Advisors LLC 0.13% of their portfolio | 19.4k $4.8m | Added +1.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 18.5k $4.6m | Reduced -983 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 17.9k $4.5m | First filing |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 16.7k $4.2m | Reduced -2.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 16.6k $4.2m | Unchanged |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 16.0k $4.0m | Added +15.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 15.9k $4.0m | Reduced -2.1k |