Lithia Motors, Inc. (LAD)
NYSE: LAD · Retail-Auto Dealers & Gasoline Stations · Medford, OR · filing with the SEC since 1996
Grade5.9
◀ Past 8.2● Present 5.9▶ Future 4.1
Who owns Lithia Motors, Inc.
As filed with the SECHolders of 5% or more
5
Abrams Capital Management, LLC holds 10.3% of Common stock without par value, as its SCHEDULE 13G/A filed Nov 4, 2025 says.
Directors and officers
15
report now, of 29 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Abrams Capital Management, LLC
SCHEDULE 13G/A · filed Nov 4, 2025 · Common stock without par value
Fmr LLC
SCHEDULE 13G/A · filed Aug 6, 2026 · COMMON STOCK · 7.6% in May 6, 2026
Harris Associates L P
SCHEDULE 13G/A · filed May 15, 2026 · Common stock without par value
Dimensional Fund Advisors LP
SCHEDULE 13G/A · filed Jul 14, 2026 · Common Stock · 5.1% in Jul 15, 2025
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
Vanguard Portfolio Management
SCHEDULE 13G/A · filed Jul 31, 2026 · Common Stock · reported falling below 5%, from 5% in Apr 29, 2026
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
Barrow Hanley Mewhinney & Strauss LLC
SCHEDULE 13G · filed May 14, 2025 · Common Stock · reported falling below 5%, from 6.04% in Feb 14, 2025
What LAD reports owning in othersstakes of 5% or more, and other ties
595 subsidiaries in 3 countries, from the list filed with the 10-K filed Feb 25, 2026.
Insider tradesForm 4
8sales
0purchases
4sales on a scheduled plan
4people selling
$400,000sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 3, 2025 to Nov 3, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 3, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window4 of 34 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Stork David | Chief Administrative Officer | 1 | $100,000 | 0 | 0 | $0 |
| Loretz Congdon Stacy | director | 4 | $100,000 | 4 | 0 | $0 |
| Mcintyre Shauna | director | 2 | $100,000 | 0 | 0 | $0 |
| Bailey Richard J Jr | director | 1 | $100,000 | 0 | 0 | $0 |