LITHIA MOTORS INC - Common stock without par value (LAD)

Historical Holders from Q1 2014 to Q4 2025

Type / Class: Equity / Common stock without par value
Symbol: LAD on NYSE
Shares outstanding: 24,179,942
Price per share: $332.33
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares as of 30 Sep 2025: 24,295,104
Total reported value: $7,677,928,507
% of total 13F portfolios: 0.01%
Share change: -1,951,010
Value change: -$641,174,289
Avg buy value change: +0%
Avg sell value change: -0%
Number of holders: 447
Price from insider filings: $360.00

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of LITHIA MOTORS INC - Common stock without par value (LAD) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
ABRAMS CAPITAL MANAGEMENT, L.P.	10%		$787,008,744		2,490,534		Abrams Capital Management, LLC	30 Sep 2025
DIMENSIONAL FUND ADVISORS LP	5.1%		$448,170,592		1,326,655		Dimensional Fund Advisors LP	30 Jun 2025
BARROW HANLEY MEWHINNEY & STRAUSS LLC	0%	-101%	$39,474	-$470,178,615	135	-100%	BARROW HANLEY MEWHINNEY & STRAUSS LLC	31 Mar 2025

As of 30 Sep 2025, LITHIA MOTORS INC - Common stock without par value (LAD) has 447 institutional shareholders filing 13F forms. They hold 24,295,104 shares. .

Top 25 institutional shareholders own 76% of the company.

Filer	Ownership	Nb Shares	Share Change %	Portfolio %	Holdings Value
BlackRock, Inc.	11%	2,612,578	-8.4%	0.01%	$825,574,460
VANGUARD GROUP INC	11%	2,578,940	-2%	0.01%	$814,945,040
ABRAMS CAPITAL MANAGEMENT, L.P.	10%	2,490,534	+1.9%	13%	$787,008,744
HARRIS ASSOCIATES L P	8.2%	1,982,297	-0.46%	1%	$626,405,852
DIMENSIONAL FUND ADVISORS LP	5.5%	1,340,670	+1.1%	0.09%	$423,662,427
STATE STREET CORP	3.4%	810,738	-1.8%	0.01%	$256,193,208
River Road Asset Management, LLC	2.3%	556,049	+35%	2%	$175,711,484
FMR LLC	2.2%	543,673	+35%	0.01%	$171,800,740
LYRICAL ASSET MANAGEMENT LP	2.1%	504,416	+7.4%	2.2%	$159,395,456
GEODE CAPITAL MANAGEMENT, LLC	2%	486,803	+1.5%	0.01%	$153,856,882
CANADA PENSION PLAN INVESTMENT BOARD	1.9%	453,682	-26%	0.1%	$143,363,512
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	1.8%	426,120	+3.6%	0.42%	$134,653,920
Conifer Management, L.L.C.	1.7%	400,000	-20%	20%	$126,400,000
COOPERMAN LEON G	1.3%	317,602	0%	3.1%	$100,362,232
MORGAN STANLEY	1.3%	312,118	-34%	0.01%	$98,630,263
GOLDMAN SACHS GROUP INC	1.3%	303,895	+21%	0.01%	$96,030,688
Madison Asset Management, LLC	1.2%	283,015	-0.63%	0.99%	$89,432,700
BRIDGES INVESTMENT MANAGEMENT INC	1.1%	263,157	+3%	1.1%	$83,157,612
JPMORGAN CHASE & CO	1%	244,598	+6.9%	0%	$77,294,872
ROYAL LONDON ASSET MANAGEMENT LTD	1%	244,300	-4.9%	0.17%	$77,198,800
NORTHERN TRUST CORP	1%	243,632	-1.6%	0.01%	$76,987,712
Tensile Capital Management LP	0.97%	235,527	+5.4%	9.3%	$74,427,000
AMERIPRISE FINANCIAL INC	0.92%	221,928	+18%	0.02%	$70,131,263
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.87%	211,401	+0.6%	0.01%	$66,802,716
Bank of New York Mellon Corp	0.86%	207,242	-4%	0.01%	$65,488,476

Institutional Holders of LITHIA MOTORS INC - Common stock without par value (LAD) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (% of par)	Investors
2025 Q4	31,289	$10,387,182	+$2,666,150			33,233%	12
2025 Q3	24,295,104	$7,677,928,507	-$641,174,289	$25,538,839	$25,483,874	31,600%	447
2025 Q2	26,201,657	$8,830,528,188	-$35,261,253	$26,850,368	$27,220,226	33,782%	451
2025 Q1	26,467,735	$7,768,075,882	-$459,062,998	$33,045,872	$28,696,134	29,354%	470
2024 Q4	28,011,686	$10,009,723,105	-$103,560,012	$41,318,908	$38,780,423	35,743%	441
2024 Q3	28,060,568	$8,910,800,387	+$257,002,462	$53,808,846	$101,380,935	31,764%	402
2024 Q2	27,576,878	$6,961,132,671	-$237,636,906	$41,603,760	$44,204,395	25,245%	374
2024 Q1	28,413,699	$8,546,807,038	-$70,502,087	$94,891,244	$80,449,964	30,086%	409
2023 Q4	28,694,110	$9,446,685,527	+$116,875,522	$141,326,976	$84,822,528	32,928%	383
2023 Q3	28,429,795	$8,395,828,565	-$303,012,470	$94,564,666	$106,053,003	29,533%	386
2023 Q2	29,389,080	$8,937,296,821	+$226,207,223	$78,691,354	$108,413,250	30,411%	365
2023 Q1	28,798,381	$6,592,266,755	+$130,499,972	$73,161,230	$89,453,750	22,893%	371
2022 Q4	28,327,514	$5,805,693,657	+$207,221,509	$89,512,672	$64,450,600	20,474%	367
2022 Q3	27,442,644	$5,884,204,944	+$29,685,268	$57,184,000	$27,657,000	21,455%	381
2022 Q2	27,022,304	$7,429,340,304	-$214,594,044	$45,013,611	$46,127,236	27,481%	401
2022 Q1	27,960,188	$8,398,695,097	+$210,733,749	$58,449,000	$60,745,000	30,011.98%	417
2021 Q4	27,263,485	$8,095,678,532	-$271,529,916	$78,187,000	$34,417,000	29,694.96%	420
2021 Q3	27,994,184	$8,879,672,737	-$155,444,509	$142,081,000	$130,754,000	31,704.02%	414
2021 Q2	28,447,085	$9,774,295,582	+$1,000,008,223	$132,536,000	$137,791,000	34,363.98%	400
2021 Q1	25,687,964	$10,019,854,368	-$8,291,488	$80,645,000	$76,888,000	39,008.95%	385
2020 Q4	25,779,906	$7,545,111,480	+$985,057,635	$60,000,000	$90,415,000	29,266.86%	363
2020 Q3	22,427,263	$5,109,942,263	-$173,734,284	$19,980,000	$45,370,000	22,793.9%	346
2020 Q2	23,203,875	$3,511,268,765	+$117,579,337	$9,835,000	$18,900,000	15,132.97%	254
2020 Q1	22,926,457	$1,874,617,083	-$62,264,937	$5,594,000	$7,629,000	8,178.99%	239
2019 Q4	22,921,009	$3,367,424,043	-$49,918,893	$14,774,000	$12,744,000	14,700%	307
2019 Q3	23,247,541	$3,078,024,590	-$16,014,356	$14,958,000	$12,005,000	13,237.97%	282
2019 Q2	23,424,742	$2,782,193,149	-$41,789,921	$3,550,000	$16,713,000	11,877.85%	261
2019 Q1	24,156,142	$2,240,527,538	-$49,032,713	$5,149,000	$6,706,000	9,274.94%	227
2018 Q4	24,737,885	$1,887,447,767	-$82,284,008	$7,734,000	$34,760,000	7,632.95%	221
2018 Q3	25,697,197	$2,099,540,938	+$28,994,786	$11,310,000	$3,992,000	8,165.95%	223
2018 Q2	25,282,087	$2,391,064,918	-$3,613,006	$9,303,000	$4,640,000	9,457%	243
2018 Q1	25,294,257	$2,542,603,933	-$18,416,257	$11,489,000	$12,514,000	10,051.96%	251
2017 Q4	25,433,647	$2,889,621,652	+$12,173,453	$62,928,000	$60,724,000	11,359.01%	236
2017 Q3	25,285,470	$3,040,848,730	-$65,171,332	$7,027,000	$5,787,000	12,030.91%	220
2017 Q2	25,917,917	$2,441,324,831	+$115,070,729	$3,941,000	$6,088,000	9,423.03%	210
2017 Q1	24,764,574	$2,123,154,350	+$205,216,645	$4,488,000	$2,878,000	8,565.02%	217
2016 Q4	25,011,069	$2,422,036,783	+$41,362,362	$1,268,000	$4,077,000	9,683.03%	216
2016 Q3	24,556,443	$2,344,782,703	+$161,263,104	$5,820,000	$8,433,000	9,551.94%	200
2016 Q2	23,524,615	$1,672,487,531	-$40,123,551	$6,639,000	$5,758,000	7,106.95%	217
2016 Q1	23,887,566	$2,086,253,701	-$39,935,657	$11,884,000	$2,286,000	8,732.92%	243
2015 Q4	24,032,740	$2,563,006,610	+$59,806,952	$7,946,000	$2,635,000	10,666.87%	257
2015 Q3	23,655,199	$2,557,370,466	-$30,774,665	$4,195,000	$37,717,000	10,810.95%	238
2015 Q2	24,060,900	$2,722,611,221	+$5,294,430	$1,787,000	$21,838,000	11,315.99%	248
2015 Q1	24,066,167	$2,391,717,373	+$128,673,413	$5,048,000	$3,867,000	9,940.92%	225
2014 Q4	22,866,529	$1,982,393,977	+$37,372,251	$5,286,000	$6,526,000	8,668.98%	209
2014 Q3	22,599,617	$1,710,527,499	-$84,625,101	$6,743,000	$5,050,000	7,569%	222
2014 Q2	23,271,324	$2,189,091,414	+$52,582,829	$3,865,000	$10,057,000	9,407.07%	216
2014 Q1	22,313,104	$1,482,916,325	+$49,276,095	$1,242,000	$2,551,000	6,645.96%	199