Who owns Lithia Motors (LAD)
Which tracked institutional funds hold LAD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LAD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
133 tracked funds added or opened LAD while 87 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LAD’s largest tracked holder by dollar value, ABRAMS CAPITAL MANAGEMENT, L.P., sizes it at 13.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 13.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LAD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 410 tracked filers holding LAD, 216 increased or opened the position and 242 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LAD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- Squarepoint Ops LLC$38M
- Woodline Partners LP$18M
- LOGAN CAPITAL MANAGEMENT INC$15M
- WINTON GROUP Ltd$5M
- Ilex Capital Partners (UK) LLP$4M
- SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$4M
Full exits 49
- Conifer Management, L.L.C.$53M
- THOMPSON SIEGEL & WALMSLEY LLC$45M
- GLENVIEW CAPITAL MANAGEMENT, LLC$32M
- NATIXIS ADVISORS, LLC$24M
- WESTWOOD HOLDINGS GROUP INC$23M
- Janney Montgomery Scott LLC$20M
Largest adds
- FMR LLC$196M
- BlackRock, Inc.$177M
- ABRAMS CAPITAL MANAGEMENT, L.P.$102M
- AMERICAN CENTURY COMPANIES INC$87M
- HARRIS ASSOCIATES L P$68M
- DIMENSIONAL FUND ADVISORS LP$62M
Largest trims
- NORGES BANK$80M
- MARSHALL WACE, LLP$38M
- ROYAL LONDON ASSET MANAGEMENT LTD$37M
- BARCLAYS PLC$32M
- Advent International, L.P.$23M
- UBS Group AG$18M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. | 2,490,534 | $723M | 10.7% | 2026-Q2 |
| BlackRock, Inc. added | 2,397,611 | $696M | 10.3% | 2026-Q2 |
| FMR LLC added | 2,192,054 | $637M | 9.4% | 2026-Q2 |
| HARRIS ASSOCIATES L P trimmed | 1,915,329 | $556M | 8.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,409,885 | $410M | 6.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,114,933 | $324M | 4.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,031,657 | $300M | 4.4% | 2026-Q2 |
| STATE STREET CORP trimmed | 774,089 | $225M | 3.3% | 2026-Q2 |
| River Road Asset Management, LLC added | 682,689 | $198M | 2.9% | 2026-Q2 |
| LYRICAL ASSET MANAGEMENT LP added | 498,050 | $145M | 2.1% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 489,990 | $142M | 2.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 452,699 | $132M | 2.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 422,764 | $123M | 1.8% | 2026-Q2 |
| COOPERMAN LEON G | 340,000 | $99M | 1.5% | 2026-Q2 |
| COOKE & BIELER LP trimmed | 306,231 | $89M | 1.3% | 2026-Q2 |
| BRIDGES INVESTMENT MANAGEMENT INC trimmed | 278,265 | $81M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 274,345 | $80M | 1.2% | 2026-Q2 |
| MORGAN STANLEY added | 248,365 | $72M | 1.1% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 230,604 | $67M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 227,931 | $66M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 226,043 | $66M | 1.0% | 2026-Q2 |
| Tensile Capital Management LP | 222,963 | $65M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 216,928 | $63M | 0.9% | 2026-Q2 |
| Life Cycle Investment Partners Ltd added | 209,362 | $61M | 0.9% | 2026-Q2 |
| Chicago Capital, LLC trimmed | 195,227 | $57M | 0.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 188,101 | $55M | 0.8% | 2026-Q2 |
| NORGES BANK trimmed | 158,545 | $46M | 0.7% | 2026-Q2 |
| Invesco Ltd. added | 150,383 | $44M | 0.6% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 147,055 | $43M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 144,643 | $42M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 141,516 | $42M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 138,228 | $40M | 0.6% | 2026-Q2 |
| Squarepoint Ops LLC added | 131,322 | $38M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 116,733 | $34M | 0.5% | 2026-Q2 |
| Gotham Asset Management, LLC added | 115,828 | $34M | 0.5% | 2026-Q2 |
| HENNESSY ADVISORS INC | 106,800 | $31M | 0.5% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 104,864 | $31M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 102,541 | $30M | 0.4% | 2026-Q2 |
| ProShare Advisors LLC added | 94,738 | $28M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 84,972 | $25M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 83,734 | $24M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 83,510 | $24M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 81,298 | $24M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 78,309 | $23M | 0.3% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 76,408 | $22M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 73,570 | $21M | 0.3% | 2026-Q2 |
| Long Focus Capital Management, LLC added | 71,000 | $21M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 70,233 | $20M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 67,200 | $20M | 0.3% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 65,976 | $19M | 0.3% | 2026-Q2 |
| IRIDIAN ASSET MANAGEMENT LLC/CT trimmed | 63,863 | $19M | 0.3% | 2026-Q2 |
| Nokomis Capital, L.L.C. trimmed | 62,888 | $18M | 0.3% | 2026-Q2 |
| Woodline Partners LP added | 62,593 | $18M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 60,113 | $17M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 59,210 | $17M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 58,606 | $17M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 55,743 | $16M | 0.2% | 2026-Q2 |
| LOGAN CAPITAL MANAGEMENT INC added | 52,183 | $15M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 51,772 | $15M | 0.2% | 2026-Q2 |
| Covalis Capital LLP trimmed | 49,710 | $14M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 49,139 | $14M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 48,800 | $14M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 46,740 | $14M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 45,939 | $13M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 45,803 | $13M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 44,801 | $13M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 43,935 | $11M | 0.2% | 2026-Q2 |
| EVENTIDE ASSET MANAGEMENT, LLC added | 43,813 | $13M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 40,502 | $12M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 39,540 | $11M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 36,909 | $11M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 32,927 | $10M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 32,019 | $9M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 31,205 | $9M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 29,416 | $9M | 0.1% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 29,270 | $9M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 28,076 | $8M | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. trimmed | 27,846 | $8M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 26,834 | $8M | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 25,490 | $7M | 0.1% | 2026-Q2 |
| Channing Capital Management, LLC trimmed | 24,586 | $7M | 0.1% | 2026-Q2 |
| Harfst & Associates, Inc. trimmed | 23,525 | $7M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 23,137 | $7M | 0.1% | 2026-Q2 |
| Bridge City Capital, LLC added | 22,656 | $7M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 22,046 | $6M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 21,616 | $6M | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 19,764 | $6M | 0.1% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 18,884 | $5M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 17,748 | $5M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 17,573 | $5M | 0.1% | 2026-Q2 |
| Walleye Trading LLC trimmed | 16,643 | $5M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd added | 16,562 | $5M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 16,391 | $5M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 16,064 | $5M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 15,091 | $4M | 0.1% | 2026-Q2 |
| Ilex Capital Partners (UK) LLP new | 15,039 | $4M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 14,617 | $4M | 0.1% | 2026-Q2 |
| Sendero Wealth Management, LLC trimmed | 14,069 | $4M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 13,194 | $4M | 0.1% | 2026-Q2 |
| Creative Planning added | 13,003 | $4M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.