Lithia Motors

LAD • NYSE

Lithia Motors is a auto - dealerships company in the consumer cyclical sector on NYSE, led by Bryan B. DeBoer, with a market cap of $8.4B. As of Q3 2025, 95% of shares are held by 444 institutional investors, with BlackRock, Inc. as the largest holder at 10.19%.

Chief Executive OfficerBryan B. DeBoer

Market Cap$8.4B

Auto - Dealerships

Consumer Cyclical

Employees27.4K

Websitelithia.com

Country

United States of America

Overview

Overview of institutional ownership in LAD as of Q3 2025 with a market cap of $8.1B

All Institutions

Institutions: 444
Value Held: $7.7B
Shares Held: 24.3M
Avg Position: $17.3M
Median Position: $847.8K

Hedge Funds

Hedge Funds: 49
Value Held: $1.3B
Shares Held: 4.2M
Avg Position: $26.8M
Median Position: $2.8M

Ownership Breakdown

Institutional (non-HF)

78.56%

$6.4B

Hedge Funds

16.19%

$1.3B

Retail & Other

5.24%

$424.9M

Based on market cap of $8.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in LAD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$825.6M 0.01% of portfolio	10.19% 2.6M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$814.9M 0.01% of portfolio	10.06% 2.6M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
ABRAMS CAPITAL MANAGEMENT, L.P. Hedge Fund•Value	Travis Matthew Rhodes President	$787.0M 11.81% of portfolio	9.71% 2.5M shares	Q2 2018 Held for 7y 5m	$6.7B
HARRIS ASSOCIATES L P Long Only Manager	Anthony Paul Coniaris Chairman	$626.4M 1.00% of portfolio	7.73% 2.0M shares	Q1 2022 Held for 3y 8m	$62.4B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$423.7M 0.09% of portfolio	5.23% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$256.2M 0.01% of portfolio	3.16% 810.7K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
River Road Asset Management, LLC Long Only Manager	Richard Andrew Beck CEO	$175.7M 1.97% of portfolio	2.17% 556.0K shares	Q2 2022 Held for 3y 5m	$8.9B
FMR LLC Institution	-	$171.8M 0.01% of portfolio	2.12% 543.7K shares	Q4 2016 Held for 8y 11m	$1.92T
LYRICAL ASSET MANAGEMENT LP Private Equity	Andrew Brian Wellington CIO	$159.4M 2.25% of portfolio	1.97% 504.4K shares	Q1 2021 Held for 4y 8m	$7.1B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$153.9M 0.01% of portfolio	1.90% 486.8K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T

Net Capital Flow

Institutional buying and selling activity for LAD in Q3 2025

Traded: −$446.6M
Buyers: 206
Sellers: 229
Total Bought: +$477.9M
Total Sold: −$924.5M
Avg Position: $15.1M

Biggest Buyers

Institution	Net Bought	Current Position
River Road Asset Management, LLC Long Only Manager	+$45.4M +143.5K shares	$175.7M 556.0K shares
FMR LLC Institution	+$44.5M +140.7K shares	$171.8M 543.7K shares
HENNESSY ADVISORS INC Institution	+$39.3M +124.5K shares	$39.3M 124.5K shares
H Hook Mill Capital Partners, LP Institution	+$29.1M +92.2K shares	$29.1M 92.2K shares
THOMPSON SIEGEL & WALMSLEY LLC Long Only Manager	+$24.6M +77.8K shares	$24.6M 77.8K shares
G GLENVIEW CAPITAL MANAGEMENT, LLC Hedge Fund•Long/Short	+$23.4M +74.1K shares	$23.4M 74.1K shares
Marshall Wace LLP Institution	+$17.9M +56.6K shares	$18.2M 57.5K shares
GOLDMAN SACHS GROUP INC Institution	+$16.8M +53.3K shares	$96.0M 303.9K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	+$16.4M +51.9K shares	$25.7M 81.4K shares
ABRAMS CAPITAL MANAGEMENT, L.P. Hedge Fund•Value	+$14.5M +45.9K shares	$787.0M 2.5M shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$75.5M −238.8K shares	$825.6M 2.6M shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$58.5M −185.1K shares	$21.1M 66.7K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$55.2M −174.6K shares	$30.8M 97.5K shares
MORGAN STANLEY RIA/Wealth	−$51.2M −162.1K shares	$98.6M 312.1K shares
C CANADA PENSION PLAN INVESTMENT BOARD Institution	−$50.1M −158.7K shares	$143.4M 453.7K shares
UBS Group AG Institution	−$44.8M −141.6K shares	$50.1M 158.7K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	−$43.6M −129.1K shares	Sold Off 0 shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$39.0M −115.4K shares	Sold Off 0 shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	−$38.4M −121.6K shares	$7.8M 24.6K shares
BANK OF AMERICA CORP /DE/ Institution	−$38.3M −121.1K shares	$24.1M 76.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LAD in Q3 2025

New Positions: 21
New Value: $4.6M
Exited Positions: 62
Exited Value: $233.3M

New Positions

Institution	Position Value
VISIONARY HORIZONS, LLC RIA/Wealth	$931.9K 2.9K shares
R Resources Investment Advisors, Inc. Pension/Endowment	$726.5K 2.3K shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	$547.9K 1.7K shares
E Exit Wealth Advisors, LLC. RIA/Wealth	$392.7K 1.2K shares
I Inscription Capital, LLC RIA/Wealth	$308.1K 975.0 shares
Crumly & Associates Inc. RIA/Wealth	$266.1K 842.0 shares
Clear Creek Financial Management, LLC RIA/Wealth	$261.0K 826.0 shares
D DRW Securities, LLC Institution	$255.9K 811.0 shares
DELTA CAPITAL MANAGEMENT LLC Long Only Manager	$237.0K 750.0 shares
Vestmark Advisory Solutions, Inc. Fund of Funds	$225.0K 712.0 shares

Exited Positions

Institution	Previous Position
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$43.6M 129.1K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$39.0M 115.4K shares
A Assenagon Asset Management S.A. Institution	$33.6M 99.5K shares
Woodline Partners LP Hedge Fund•Long/Short	$21.8M 64.4K shares
Trexquant Investment LP Hedge Fund•Quant	$14.3M 42.3K shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	$10.3M 30.6K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$8.4M 24.8K shares
CASTLEARK MANAGEMENT LLC Long Only Manager	$7.8M 23.2K shares
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	$7.1M 20.9K shares
C COBALT CAPITAL MANAGEMENT INC Institution	$6.8M 20.0K shares

Options Activity

Institutions with the largest Call and Put options positions in LAD as of Q3 2025

Call Positions: 8
Call Value: $25.5M
Put Positions: 6
Put Value: $25.5M

Call Positions

Institution	Position Value
D D. E. Shaw & Co., Inc. Institution	$10.2M 324.0 contracts
J JANE STREET GROUP, LLC Institution	$6.7M 212.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.8M 184.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.9M 60.0 contracts
W WOLVERINE TRADING, LLC Institution	$835.9K 26.0 contracts
UBS Group AG Institution	- - contracts
S Squarepoint Ops LLC Hedge Fund•Quant	- - contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$10.1M 320.0 contracts
D D. E. Shaw & Co., Inc. Institution	$8.9M 282.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.4M 171.0 contracts
J JANE STREET GROUP, LLC Institution	$758.4K 24.0 contracts
W WOLVERINE TRADING, LLC Institution	$353.6K 11.0 contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Most Committed Institutions

Institutions with LAD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C Conifer Management, L.L.C. Hedge Fund•Multi-Strategy	Gregory Alexander Managing Partner	20.03% $126.4M	1.56% 400.0K shares	Q4 2022 Held for 2y 11m	$631.1M
ABRAMS CAPITAL MANAGEMENT, L.P. Hedge Fund•Value	Travis Matthew Rhodes President	11.81% $787.0M	9.71% 2.5M shares	Q2 2018 Held for 7y 5m	$6.7B
Tensile Capital Management LLC Hedge Fund•Value	Arthur Chiakai Young Managing Partner	9.30% $74.4M	0.92% 235.5K shares	Q1 2019 Held for 6y 8m	$800.4M
IRIDIAN ASSET MANAGEMENT LLC/CT Hedge Fund•Long/Short	Todd Dunkin Raker CEO	5.88% $14.9M	0.18% 47.3K shares	Q4 2020 Held for 4y 11m	$254.1M
C COOPERMAN LEON G Institution	-	3.13% $100.4M	1.24% 317.6K shares	Q2 2021 Held for 4y 5m	$3.2B
H Hook Mill Capital Partners, LP Institution	-	2.64% $29.1M	0.36% 92.2K shares	Q3 2025 Held for 2 months	$1.1B
LYRICAL ASSET MANAGEMENT LP Private Equity	Andrew Brian Wellington CIO	2.25% $159.4M	1.97% 504.4K shares	Q1 2021 Held for 4y 8m	$7.1B
HITE Hedge Asset Management LLC Hedge Fund•Long/Short	James Meyers Jampel Founder	2.24% $41.2M	0.51% 130.3K shares	Q2 2024 Held for 1y 5m	$1.8B
River Road Asset Management, LLC Long Only Manager	Richard Andrew Beck CEO	1.97% $175.7M	2.17% 556.0K shares	Q2 2022 Held for 3y 5m	$8.9B
Bridge City Capital, LLC Long Only Manager	Alexander Jackson Woodward President	1.78% $6.7M	0.08% 21.1K shares	Q2 2017 Held for 8y 5m	$374.5M