LITHIA MTRS INC (LAD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
413
Reporting holders
$7.4B
Reported value
109.9%
Of shares outstanding
4.8%
Held as options
+9
Holder change
Institutions report 24,152,304 shares against 21,983,116 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. | $723.5M | 2,490,534 | 13.20% | 31q | HELD |
| BlackRock, Inc. | $696.5M | 2,397,611 | 0.01% | 8q | -4.5%-$32.8M |
| FMR LLC | $636.8M | 2,192,054 | 0.03% | 31q | +23.9%+$122.8M |
| HARRIS ASSOCIATES L P | $556.4M | 1,915,329 | 0.74% | 18q | -2.1%-$12.0M |
| DIMENSIONAL FUND ADVISORS LP | $409.6M | 1,409,885 | 0.07% | 31q | +1.4%+$5.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $323.9M | 1,114,933 | 0.01% | 2q | -3.4%-$11.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $299.7M | 1,031,657 | 0.01% | 2q | -2.6%-$7.9M |
| STATE STREET CORP | $224.9M | 774,089 | 0.01% | 31q | -1.8%-$4.2M |
| River Road Asset Management, LLC | $198.3M | 682,689 | 2.21% | 17q | +4.6%+$8.7M |
| UBS Group AG | $174.0M | 274,345 | 0.02% | 31q | -30.2%-$75.1M |
| LYRICAL ASSET MANAGEMENT LP | $144.7M | 498,050 | 1.84% | 22q | +8.1%+$10.9M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $142.3M | 489,990 | 0.41% | 9q | -2.6%-$3.8M |
| AMERICAN CENTURY COMPANIES INC | $131.5M | 452,699 | 0.06% | 29q | +154.6%+$79.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $122.8M | 422,764 | 0.01% | 31q | -10.0%-$13.7M |
| COOPERMAN LEON G | $98.8M | 340,000 | 2.78% | 21q | HELD |
| COOKE & BIELER LP | $89.0M | 306,231 | 1.03% | 2q | -11.6%-$11.7M |
| BRIDGES INVESTMENT MANAGEMENT INC | $80.8M | 278,265 | 0.98% | 13q | -2.4%-$2.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $78.9M | 44,801 | 0.01% | 31q | -23.1%-$23.7M |
| MORGAN STANLEY | $72.1M | 248,365 | 0.00% | 35q | +43.8%+$22.0M |
| Madison Asset Management, LLC | $67.0M | 230,604 | 0.80% | 8q | -0.9%-$603.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $66.2M | 227,931 | 0.01% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $66.2M | 227,931 | 0.01% | new | NEW |
| NORTHERN TRUST CORP | $65.7M | 226,043 | 0.01% | 31q | -2.2%-$1.5M |
| Tensile Capital Management LP | $64.8M | 222,963 | 8.94% | 30q | HELD |
| Bank of New York Mellon Corp | $63.0M | 216,928 | 0.01% | 31q | -4.6%-$3.0M |
| Life Cycle Investment Partners Ltd | $60.8M | 209,362 | 0.28% | 3q | +14.0%+$7.5M |
| Chicago Capital, LLC | $56.7M | 195,227 | 1.37% | 23q | -5.1%-$3.1M |
| JONES FINANCIAL COMPANIES LLLP | $54.9M | 188,101 | 0.02% | 9q | +116.1%+$29.5M |
| CITADEL ADVISORS LLC | $48.7M | 45,803 | 0.01% | 31q | +43.8%+$14.8M |
| IMC-Chicago, LLC | $47.3M | 25,490 | 0.01% | 3q | -53.8%-$55.0M |
| NORGES BANK | $46.1M | 158,545 | 0.00% | 32q | -57.9%-$63.4M |
| Walleye Trading LLC | $45.2M | 16,643 | 0.05% | 2q | -58.9%-$64.9M |
| Invesco Ltd. | $43.7M | 150,383 | 0.00% | 31q | -2.0%-$886.0K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $42.7M | 147,055 | 0.03% | 31q | -7.7%-$3.6M |
| Squarepoint Ops LLC | $42.4M | 131,322 | 0.05% | 2q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $42.0M | 144,643 | 0.01% | 2q | -3.7%-$1.6M |
| JPMORGAN CHASE & CO | $41.5M | 141,516 | 0.00% | 31q | +6.3%+$2.5M |
| GOLDMAN SACHS GROUP INC | $40.2M | 138,228 | 0.00% | 31q | +84.0%+$18.3M |
| Nokomis Capital, L.L.C. | $36.5M | 125,776 | 6.21% | 3q | +67.2%+$14.7M |
| D. E. Shaw & Co., Inc. | $35.9M | 55,743 | 0.02% | 31q | +1091.1%+$32.8M |
| AMERIPRISE FINANCIAL INC | $33.9M | 116,733 | 0.01% | 31q | -64.2%-$60.8M |
| Gotham Asset Management, LLC | $33.6M | 115,828 | 0.08% | 14q | +1470.3%+$31.5M |
| HENNESSY ADVISORS INC | $31.0M | 106,800 | 0.99% | 4q | HELD |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $30.6M | 104,864 | 0.02% | 8q | -1.0%-$312.6K |
| AQR CAPITAL MANAGEMENT LLC | $29.6M | 102,541 | 0.01% | 28q | +166.1%+$18.5M |
| JANE STREET GROUP, LLC | $28.7M | 10,947 | 0.00% | 25q | +642.2%+$24.8M |
| ProShare Advisors LLC | $27.5M | 94,738 | 0.04% | 25q | +23.6%+$5.2M |
| Nuveen, LLC | $24.7M | 84,972 | 0.01% | 6q | -6.7%-$1.8M |
| RAYMOND JAMES FINANCIAL INC | $24.3M | 83,734 | 0.01% | 7q | +9.7%+$2.2M |
| ROYAL BANK OF CANADA | $24.3M | 83,510 | 0.00% | 31q | -3.5%-$874.3K |
| FRANKLIN RESOURCES INC | $23.6M | 81,298 | 0.01% | 31q | +14.9%+$3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $22.7M | 78,309 | 0.00% | 31q | -2.9%-$681.5K |
| ROYAL LONDON ASSET MANAGEMENT LTD | $22.2M | 76,408 | 0.04% | 18q | -67.8%-$46.7M |
| BANK OF AMERICA CORP /DE/ | $21.4M | 73,570 | 0.00% | 31q | +1.0%+$207.7K |
| Long Focus Capital Management, LLC | $20.6M | 71,000 | 0.53% | 4q | +26.8%+$4.4M |
| SEI INVESTMENTS CO | $20.4M | 70,233 | 0.02% | 31q | -50.8%-$21.1M |
| RHUMBLINE ADVISERS | $19.5M | 67,200 | 0.01% | 31q | -4.4%-$902.0K |
| First Eagle Investment Management, LLC | $19.2M | 65,976 | 0.03% | 2q | +51.0%+$6.5M |
| IRIDIAN ASSET MANAGEMENT LLC/CT | $18.6M | 63,863 | 6.37% | 23q | -2.6%-$500.8K |
| Woodline Partners LP | $18.2M | 62,593 | 0.06% | new | NEW |
| HSBC HOLDINGS PLC | $17.2M | 60,113 | 0.01% | 15q | +193.4%+$11.4M |
| WELLS FARGO & COMPANY/MN | $17.2M | 59,210 | 0.00% | 31q | -52.7%-$19.2M |
| Retirement Systems of Alabama | $17.0M | 58,606 | 0.05% | 24q | -9.5%-$1.8M |
| LOGAN CAPITAL MANAGEMENT INC | $15.2M | 52,183 | 0.56% | 24q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $15.0M | 51,772 | 0.01% | 31q | -4.5%-$704.4K |
| Covalis Capital LLP | $14.4M | 49,710 | 0.81% | 2q | -37.8%-$8.8M |
| MILLENNIUM MANAGEMENT LLC | $14.3M | 49,139 | 0.01% | 31q | +3122.2%+$13.8M |
| BNP PARIBAS FINANCIAL MARKETS | $14.2M | 48,800 | 0.00% | 31q | +164.5%+$8.8M |
| Swiss National Bank | $13.6M | 46,740 | 0.01% | 31q | -2.5%-$348.6K |
| GROUP ONE TRADING LLC | $13.3M | 5,099 | 0.02% | 2q | -30.5%-$5.9M |
| CIBC Bancorp USA Inc. | $13.2M | 45,939 | 0.02% | 2q | HELD |
| EVENTIDE ASSET MANAGEMENT, LLC | $12.7M | 43,813 | 0.17% | 14q | +2.9%+$361.8K |
| FIRST TRUST ADVISORS LP | $11.8M | 40,502 | 0.01% | 31q | +29.8%+$2.7M |
| MARSHALL WACE, LLP | $11.5M | 39,540 | 0.01% | 9q | -80.2%-$46.4M |
| ALLIANCEBERNSTEIN L.P. | $11.0M | 43,935 | 0.00% | 31q | +41.8%+$3.2M |
| Legal & General Group Plc | $10.7M | 36,909 | 0.00% | 31q | -4.9%-$551.6K |
| California Public Employees Retirement System | $9.6M | 32,927 | 0.01% | 31q | -3.5%-$346.0K |
| ENVESTNET ASSET MANAGEMENT INC | $9.3M | 32,019 | 0.00% | 31q | +1.7%+$155.7K |
| Quantinno Capital Management LP | $9.1M | 31,205 | 0.01% | 9q | +102.6%+$4.6M |
| Russell Investments Group, Ltd. | $8.5M | 29,416 | 0.01% | 31q | -6.7%-$610.1K |
| Alyeska Investment Group, L.P. | $8.5M | 29,270 | 0.02% | 8q | +39.9%+$2.4M |
| CITIGROUP INC | $8.2M | 28,076 | 0.00% | 31q | +149.5%+$4.9M |
| Dana Investment Advisors, Inc. | $8.1M | 27,846 | 0.21% | 10q | -1.3%-$103.4K |
| Channing Capital Management, LLC | $7.1M | 24,586 | 0.16% | 18q | -3.7%-$271.3K |
| Harfst & Associates, Inc. | $6.8M | 23,525 | 1.06% | 31q | -4.3%-$304.7K |
| Bridge City Capital, LLC | $6.6M | 22,656 | 1.50% | 31q | +12.3%+$722.4K |
| VANGUARD ASSET MANAGEMENT, Ltd | $6.4M | 22,046 | 0.00% | 2q | -2.8%-$183.0K |
| SIMPLEX TRADING, LLC | $6.3M | 5,014 | 0.00% | 23q | -28.1%-$2.5M |
| Susquehanna Portfolio Strategies, LLC | $6.3M | 21,616 | 0.10% | 5q | +316.6%+$4.8M |
| Snowden Capital Advisors LLC | $5.7M | 19,764 | 0.14% | 6q | +1.8%+$103.4K |
| KENNEDY CAPITAL MANAGEMENT LLC | $5.5M | 18,884 | 0.10% | 25q | -2.8%-$157.2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $5.2M | 17,748 | 0.01% | 9q | +24.5%+$1.0M |
| VOYA INVESTMENT MANAGEMENT LLC | $5.1M | 17,573 | 0.00% | 31q | -39.2%-$3.3M |
| WINTON GROUP Ltd | $4.8M | 16,562 | 0.16% | new | NEW |
| SCOTIA CAPITAL INC. | $4.8M | 16,391 | 0.02% | 6q | +12.8%+$539.7K |
| NEW YORK STATE COMMON RETIREMENT FUND | $4.7M | 16,064 | 0.01% | 31q | -3.5%-$168.5K |
| Point72 Asset Management, L.P. | $4.6M | options only | 0.01% | 3q | OPTIONS |
| STIFEL FINANCIAL CORP | $4.4M | 15,091 | 0.00% | 25q | -5.2%-$239.7K |
| Ilex Capital Partners (UK) LLP | $4.4M | 15,039 | 0.09% | new | NEW |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4.2M | 14,617 | 0.01% | 31q | -7.8%-$359.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 9.6% |
| 2026-07-31 | 13G/A | Vanguard Portfolio Management | 4.9% |
| 2026-07-14 | 13G/A | Dimensional Fund Advisors LP | 6.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 413 | $7.4B | 24,152,304 | 71 | 136 | 138 | 4.8% |
| Q1 2026 | 404 | $6.3B | 24,170,734 | 50 | 137 | 147 | 4.1% |
| Q4 2025 | 444 | $7.9B | 23,281,707 | 65 | 123 | 162 | 1.9% |
| Q3 2025 | 409 | $7.6B | 23,870,059 | 60 | 124 | 143 | 0.7% |
| Q2 2025 | 410 | $8.7B | 25,663,485 | 51 | 146 | 142 | 0.7% |
| Q1 2025 | 428 | $7.7B | 26,230,249 | 79 | 137 | 121 | 0.8% |
| Q4 2024 | 400 | $9.9B | 27,426,628 | 64 | 109 | 131 | 0.9% |
| Q3 2024 | 366 | $9.0B | 28,038,411 | 73 | 106 | 126 | 1.7% |
| Q2 2024 | 337 | $7.0B | 27,523,890 | 44 | 106 | 114 | 1.3% |
| Q1 2024 | 369 | $9.0B | 29,170,011 | 55 | 105 | 118 | 2.2% |
| Q4 2023 | 341 | $9.7B | 28,806,147 | 36 | 110 | 112 | 2.6% |
| Q3 2023 | 337 | $8.4B | 27,718,782 | 38 | 93 | 126 | 2.9% |
| Q2 2023 | 323 | $8.9B | 28,734,325 | 41 | 98 | 117 | 2.4% |
| Q1 2023 | 317 | $6.7B | 28,439,772 | 45 | 100 | 101 | 2.6% |
| Q4 2022 | 295 | $5.6B | 26,736,101 | 38 | 93 | 106 | 2.6% |
| Q3 2022 | 391 | $6.0B | 27,458,119 | 47 | 132 | 143 | 1.7% |
| Q2 2022 | 415 | $7.5B | 27,027,041 | 55 | 125 | 165 | 1.6% |
| Q1 2022 | 427 | $8.5B | 27,962,101 | 64 | 146 | 127 | 1.7% |
| Q4 2021 | 429 | $8.3B | 27,342,566 | 57 | 140 | 148 | 1.8% |
| Q3 2021 | 423 | $9.2B | 27,995,924 | 58 | 146 | 139 | 3.2% |
| Q2 2021 | 402 | $10.1B | 28,447,292 | 61 | 149 | 131 | 2.9% |
| Q1 2021 | 390 | $10.4B | 26,241,488 | 63 | 101 | 170 | 1.7% |
| Q4 2020 | 367 | $7.8B | 25,981,132 | 59 | 139 | 110 | 2.4% |
| Q3 2020 | 355 | $5.2B | 22,430,111 | 117 | 62 | 137 | 1.4% |
| Q2 2020 | 266 | $3.6B | 23,563,270 | 52 | 80 | 94 | 0.8% |
| Q1 2020 | 251 | $1.9B | 23,174,454 | 25 | 83 | 94 | 0.7% |
| Q4 2019 | 314 | $3.6B | 24,129,928 | 47 | 95 | 116 | 0.8% |
| Q3 2019 | 289 | $3.1B | 23,489,122 | 59 | 91 | 90 | 0.9% |
| Q2 2019 | 267 | $2.8B | 23,632,237 | 66 | 83 | 74 | 1.3% |
| Q1 2019 | 233 | $2.3B | 24,366,154 | 35 | 82 | 68 | 0.6% |
| Q4 2018 | 227 | $2.0B | 25,068,810 | 2 | 5 | 6 | 2.3% |