DaveManuel.com · Institutional Ownership · Who Owns It
LITHIA MTRS INC (LAD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
449
Reporting holders
$7.5B
Reported value
111.9%
Of shares outstanding
0.6%
Calls
4.1%
Puts
+10
Holder change
Institutions report 24,607,677 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 incl. $94.3M options PUT | 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 incl. $65.9M options CALL+PUT | 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 |
| 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 |
| NATIXIS ADVISORS, LLC | $54.4M | 187,231 | 0.06% | 8q | +97.5%+$26.8M |
| THOMPSON SIEGEL & WALMSLEY LLC | $51.3M | 176,522 | 0.92% | 4q | -1.6%-$858.1K |
| CITADEL ADVISORS LLC | $48.7M incl. $35.4M options CALL+PUT | 45,803 | 0.01% | 31q | +43.8%+$14.8M |
| IMC-Chicago, LLC | $47.3M incl. $39.9M options CALL+PUT | 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 incl. $40.4M options CALL+PUT | 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 incl. $4.2M options CALL+PUT | 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 |
| First Eagle Investment Management, LLC | $38.3M | 131,952 | 0.03% | 2q | +201.9%+$25.6M |
| D. E. Shaw & Co., Inc. | $35.9M incl. $19.7M options CALL+PUT | 55,743 | 0.02% | 31q | +1091.1%+$32.8M |
| AMERIPRISE FINANCIAL INC | $33.9M | 116,733 | 0.01% | 31q | -28.4%-$13.4M |
| 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 incl. $25.5M options CALL+PUT | 10,947 | 0.00% | 25q | +642.2%+$24.8M |
| ProShare Advisors LLC | $27.5M | 94,738 | 0.04% | 25q | +23.6%+$5.2M |
| HRT FINANCIAL LP | $26.9M | 92,686 | 0.05% | 10q | +63.8%+$10.5M |
| 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 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | $18.6M | 63,863 | 6.37% | 23q | -2.6%-$500.8K |
| Nokomis Capital, L.L.C. | $18.3M | 62,888 | 6.29% | 3q | -16.4%-$3.6M |
| 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 | -5.5%-$991.4K |
| Retirement Systems of Alabama | $17.0M | 58,606 | 0.05% | 24q | -9.5%-$1.8M |
| Janney Montgomery Scott LLC | $16.3M | 56,091 | 0.03% | 11q | -30.7%-$7.2M |
| 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 incl. $11.9M options PUT | 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7.8M | 26,834 | 0.01% | 31q | -5.3%-$436.9K |
| Channing Capital Management, LLC | $7.1M | 24,586 | 0.16% | 18q | -3.7%-$271.3K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $7.0M | 23,939 | 0.01% | 31q | -18.7%-$1.6M |
| Harfst & Associates, Inc. | $6.8M | 23,525 | 1.06% | 31q | -4.3%-$304.7K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $6.7M | 23,137 | 0.00% | 31q | +3.1%+$200.8K |
| 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 incl. $4.9M options CALL+PUT | 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 |
Showing the largest 100 of 449 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-25 | 2026-09-25 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-08 | Stork David | Chief Administrative Officer | Sold | 320 | $119.5K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 115 | $242.1M | 830,386 | 18 | 37 | 30 | 0.0% |
| Q2 2026 | 449 | $7.5B | 24,607,677 | 70 | 139 | 161 | 4.7% |
| Q1 2026 | 439 | $6.4B | 24,510,883 | 51 | 149 | 159 | 4.0% |
| Q4 2025 | 484 | $8.1B | 24,062,202 | 68 | 137 | 176 | 1.8% |
| Q3 2025 | 452 | $7.8B | 24,546,962 | 64 | 136 | 162 | 0.7% |
| Q2 2025 | 455 | $8.9B | 26,270,367 | 55 | 161 | 162 | 0.7% |
| Q1 2025 | 474 | $8.0B | 26,915,605 | 83 | 159 | 131 | 0.9% |
| Q4 2024 | 445 | $10.1B | 28,011,772 | 69 | 123 | 149 | 0.8% |
| Q3 2024 | 409 | $9.2B | 28,372,295 | 80 | 124 | 137 | 1.8% |
| Q2 2024 | 376 | $7.1B | 27,774,089 | 46 | 122 | 130 | 1.3% |
| Q1 2024 | 423 | $9.1B | 29,560,455 | 61 | 121 | 137 | 2.3% |
| Q4 2023 | 395 | $10.0B | 29,494,553 | 42 | 126 | 129 | 2.7% |
| Q3 2023 | 392 | $8.7B | 28,429,822 | 50 | 107 | 142 | 3.0% |
| Q2 2023 | 375 | $9.2B | 29,444,023 | 46 | 109 | 143 | 2.4% |
| Q1 2023 | 379 | $7.0B | 29,644,701 | 52 | 121 | 120 | 2.7% |
| Q4 2022 | 380 | $6.3B | 29,878,913 | 47 | 111 | 152 | 2.8% |
| Q3 2022 | 378 | $60.9B | 283,246,723 | 46 | 127 | 138 | 0.2% |
| Q2 2022 | 406 | $50.4B | 182,829,845 | 53 | 124 | 161 | 0.2% |
| Q1 2022 | 419 | $54.7B | 181,861,153 | 63 | 144 | 126 | 0.3% |
| Q4 2021 | 424 | $13.1B | 43,610,402 | 57 | 138 | 146 | 1.1% |
| Q3 2021 | 419 | $11.1B | 34,213,609 | 58 | 144 | 138 | 2.6% |
| Q2 2021 | 398 | $12.1B | 34,452,508 | 61 | 148 | 129 | 2.4% |
| Q1 2021 | 383 | $15.4B | 39,006,212 | 61 | 98 | 169 | 1.1% |
| Q4 2020 | 363 | $12.3B | 41,297,334 | 58 | 137 | 109 | 1.5% |
| Q3 2020 | 352 | $8.9B | 38,533,725 | 117 | 60 | 136 | 0.8% |
| Q2 2020 | 264 | $5.4B | 35,718,441 | 52 | 79 | 93 | 0.6% |
| Q1 2020 | 249 | $4.1B | 49,562,821 | 25 | 81 | 93 | 0.3% |
| Q4 2019 | 310 | $4.6B | 31,369,159 | 46 | 93 | 114 | 0.6% |
| Q3 2019 | 286 | $4.6B | 34,509,633 | 59 | 89 | 90 | 0.6% |
| Q2 2019 | 264 | $3.7B | 30,777,598 | 66 | 81 | 73 | 1.0% |
| Q1 2019 | 230 | $2.9B | 31,318,654 | 35 | 80 | 68 | 0.5% |
| Q4 2018 | 224 | $2.5B | 32,433,883 | 2 | 4 | 6 | 1.8% |