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

13F Institutional Holders and Ownership History 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
$334.94
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
23,272,924
Total reported value
$7,734,523,637
% of total 13F portfolios
0.01%
Share change
-606,336
Value change
-$194,153,792
Number of holders
460
Price from insider filings
$334.94
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 31 Dec 2025, 460 institutional investors reported holding 23,272,924 shares of LITHIA MOTORS INC - Common stock without par value (LAD). This represents 96% of the company’s total 24,179,942 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of LITHIA MOTORS INC - Common stock without par value (LAD) together control 72% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ABRAMS CAPITAL MANAGEMENT, L.P. 10% 2,490,534 0% 15% $827,679,164
VANGUARD GROUP INC 10% 2,422,737 -6.1% 0.01% $805,148,188
BlackRock, Inc. 9.7% 2,345,161 -10% 0.01% $779,367,159
HARRIS ASSOCIATES L P 8.1% 1,967,035 -0.77% 0.83% $653,704,742
DIMENSIONAL FUND ADVISORS LP 5.6% 1,346,783 +0.46% 0.09% $447,583,390
FMR LLC 3.6% 871,538 +60% 0.01% $289,638,123
STATE STREET CORP 3.2% 783,779 -3.3% 0.01% $260,473,275
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2.3% 546,171 +28% 0.54% $181,509,008
LYRICAL ASSET MANAGEMENT LP 2% 475,742 -5.7% 2.2% $158,103,339
GEODE CAPITAL MANAGEMENT, LLC 1.9% 467,787 -3.9% 0.01% $155,489,265
Conifer Management, L.L.C. 1.7% 400,000 0% 22% $132,932,000
NORGES BANK 1.6% 376,775 0.01% $125,213,636
COOPERMAN LEON G 1.3% 317,602 0% 3.5% $105,548,673
BRIDGES INVESTMENT MANAGEMENT INC 1.2% 284,325 +8% 1.2% $94,489,728
Madison Asset Management, LLC 1.1% 266,043 -6% 1% $88,414,100
ROYAL LONDON ASSET MANAGEMENT LTD 0.99% 239,030 -2.2% 0.17% $79,436,837
Bank of New York Mellon Corp 0.95% 229,048 +11% 0.01% $76,119,490
NORTHERN TRUST CORP 0.95% 228,518 -6.2% 0.01% $75,943,388
Tensile Capital Management LP 0.93% 224,790 -4.6% 9.7% $74,704,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.87% 211,107 -0.14% 0.01% $70,157,189
AMERIPRISE FINANCIAL INC 0.87% 210,769 -5% 0.02% $70,049,855
Chicago Capital, LLC 0.82% 198,392 +6.1% 1.6% $65,931,507
MORGAN STANLEY 0.79% 190,472 -39% 0% $63,300,126
Life Cycle Investment Partners Ltd 0.73% 175,755 0% 0.41% $58,408,659
MARSHALL WACE, LLP 0.67% 162,937 +184% 0.05% $54,148,855

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 Price (Median) Investors
2025 Q4 23,272,924 $7,734,523,637 -$194,153,792 $332.33 460
2025 Q3 24,301,181 $7,679,810,599 -$631,355,498 $316.00 449
2025 Q2 26,201,657 $8,830,528,188 -$35,261,253 $337.82 451
2025 Q1 26,467,735 $7,768,075,882 -$459,062,998 $293.54 470
2024 Q4 28,011,686 $10,009,723,105 -$103,560,012 $357.43 441
2024 Q3 28,060,568 $8,910,800,387 +$257,002,462 $317.64 402
2024 Q2 27,576,878 $6,961,132,671 -$237,636,906 $252.45 374
2024 Q1 28,413,699 $8,546,807,038 -$70,502,087 $300.86 409
2023 Q4 28,694,110 $9,446,685,527 +$116,875,522 $329.28 383
2023 Q3 28,429,795 $8,395,828,565 -$303,012,470 $295.33 386
2023 Q2 29,389,080 $8,937,296,821 +$226,207,223 $304.11 365
2023 Q1 28,798,381 $6,592,266,755 +$130,499,972 $228.93 371
2022 Q4 28,327,514 $5,805,693,657 +$207,221,509 $204.74 367
2022 Q3 27,442,644 $5,884,204,944 +$29,685,268 $214.55 381
2022 Q2 27,022,304 $7,429,340,304 -$214,594,044 $274.81 401
2022 Q1 27,960,188 $8,398,695,097 +$210,733,749 $300.12 417
2021 Q4 27,263,485 $8,095,678,532 -$271,529,916 $296.95 420
2021 Q3 27,994,184 $8,879,672,737 -$155,444,509 $317.04 414
2021 Q2 28,447,085 $9,774,295,582 +$1,000,008,223 $343.64 400
2021 Q1 25,687,964 $10,019,854,368 -$8,291,488 $390.09 385
2020 Q4 25,779,906 $7,545,111,480 +$985,057,635 $292.67 363
2020 Q3 22,427,263 $5,109,942,263 -$173,734,284 $227.94 346
2020 Q2 23,203,875 $3,511,268,765 +$117,579,337 $151.33 254
2020 Q1 22,926,457 $1,874,617,083 -$62,264,937 $81.79 239
2019 Q4 22,921,009 $3,367,424,043 -$49,918,893 $147.00 307
2019 Q3 23,247,541 $3,078,024,590 -$16,014,356 $132.38 282
2019 Q2 23,424,742 $2,782,193,149 -$41,789,921 $118.78 261
2019 Q1 24,156,142 $2,240,527,538 -$49,032,713 $92.75 227
2018 Q4 24,737,885 $1,887,447,767 -$82,284,008 $76.33 221
2018 Q3 25,697,197 $2,099,540,938 +$28,994,786 $81.66 223
2018 Q2 25,282,087 $2,391,064,918 -$3,613,006 $94.57 243
2018 Q1 25,294,257 $2,542,603,933 -$18,416,257 $100.52 251
2017 Q4 25,433,647 $2,889,621,652 +$12,173,453 $113.59 236
2017 Q3 25,285,470 $3,040,848,730 -$65,171,332 $120.31 220
2017 Q2 25,917,917 $2,441,324,831 +$115,070,729 $94.23 210
2017 Q1 24,764,574 $2,123,154,350 +$205,216,645 $85.65 217
2016 Q4 25,011,069 $2,422,036,783 +$41,362,362 $96.83 216
2016 Q3 24,556,443 $2,344,782,703 +$161,263,104 $95.52 200
2016 Q2 23,524,615 $1,672,487,531 -$40,123,551 $71.07 217
2016 Q1 23,887,566 $2,086,253,701 -$39,935,657 $87.33 243
2015 Q4 24,032,740 $2,563,006,610 +$59,806,952 $106.67 257
2015 Q3 23,655,199 $2,557,370,466 -$30,774,665 $108.11 238
2015 Q2 24,060,900 $2,722,611,221 +$5,294,430 $113.16 248
2015 Q1 24,066,167 $2,391,717,373 +$128,673,413 $99.41 225
2014 Q4 22,866,529 $1,982,393,977 +$37,372,251 $86.69 209
2014 Q3 22,599,617 $1,710,527,499 -$84,625,101 $75.69 222
2014 Q2 23,271,324 $2,189,091,414 +$52,582,829 $94.07 216
2014 Q1 22,313,104 $1,482,916,325 +$49,276,095 $66.46 199