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LAD — LITHIA MTRS INC

Reported value held$4.01B
Funds holding (latest)53
SectorConsumer Discretionary
Funds holding (Q2 2026)35
Institutional value$2.93B · 10.12M sh
New / Add / Cut / Exit2 / 15 / 17 / 2
Top-5 / Top-10 concentration74.5% / 85.3%
Institutional holdings change Accumulating +7.8% (+736.42K sh)
Institutional value change Up +25.5%

As of Q2 2026, 35 SEC-registered investment managers reported holding LAD (LITHIA MTRS INC) in their latest 13F filings, with a combined reported value of $2.93B across 10.12M shares. That is +7.8% by share count (+736.42K shares) versus the previous quarter, while reported value moved +25.5%. Ownership is concentrated: the five largest holders account for 74.5% of reported value and the top ten for 85.3%.

Compared with the prior quarter, 2 opened new positions, 15 added to existing stakes, 17 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

LAD is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 2.42M $805.15M 0.01% Reduce
BlackRock Inc history Q2 2026 2.40M $696.48M 0.01% Reduce
Fidelity Management & Research (FMR) history Q2 2026 2.19M $636.77M 0.03% Add
Harris Associates (Oakmark) history Q2 2026 1.92M $556.38M 0.74% Reduce
UBS Group AG history Q2 2026 599.04K $174.02M 0.02% Add
Geode Capital Management history Q2 2026 422.76K $122.84M 0.01% Reduce
Viking Global Investors history Q1 2022 316.90K $95.11M 0.41% Reduce
Steadfast Capital Management history Q1 2025 276.90K $81.28M 2.16% Reduce
Morgan Stanley history Q2 2026 248.37K $72.15M 0.00% Add
Charles Schwab Investment Management history Q2 2026 227.93K $66.21M 0.01% Hold
Northern Trust Corp history Q2 2026 226.04K $65.66M 0.01% Reduce
BNY Mellon history Q2 2026 216.93K $63.02M 0.01% Reduce
Citadel Advisors history Q2 2026 167.70K $48.72M 0.01% Add
Norges Bank Investment Management history Q2 2026 158.54K $46.06M 0.01% Reduce
Invesco Ltd history Q2 2026 150.38K $43.68M 0.00% Reduce
Manulife Financial history Q2 2026 147.06K $42.72M 0.04% Reduce
JPMorgan Chase & Co history Q2 2026 141.52K $41.52M 0.01% New
Goldman Sachs Group history Q2 2026 138.23K $40.15M 0.00% Add
Balyasny Asset Management history Q2 2025 115.37K $38.98M 0.06% Reduce
D. E. Shaw & Co history Q2 2026 123.44K $35.86M 0.02% Add

View all 53 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 2.31M 2.35M 2.58M 2.85M 2.61M 2.35M 2.51M 2.40M
Fidelity Management & Research (FMR) 778.52K 377.70K 653.65K 610.48K 382.83K 406.48K 545.03K 446.30K 492.27K 534.01K 644.83K 667.49K 753.07K 628.72K 483.52K 402.98K 543.67K 871.54K 1.77M 2.19M
Harris Associates (Oakmark) — — 778.50K 906.20K 966.29K 1.33M 1.50M 1.65M 1.65M 2.02M 2.06M 2.02M 2.04M 1.95M 2.00M 1.99M 1.98M 1.97M 1.96M 1.92M
UBS Group AG 27.96K 74.77K 64.51K 57.86K 137.94K 27.39K 57.99K 58.90K 31.86K 91.24K 159.45K 57.16K 68.73K 234.32K 197.67K 311.30K 158.66K 135.15K 568.37K 599.04K
Geode Capital Management 364.52K 512.10K 407.62K 389.64K 369.89K 378.10K 386.26K 403.14K 409.60K 428.54K 442.41K 451.72K 446.65K 440.30K 467.68K 479.54K 486.80K 467.79K 469.90K 422.76K
Morgan Stanley 82.98K 115.36K 72.26K 256.26K 216.58K 463.75K 487.74K 518.92K 431.39K 490.75K 425.27K 410.08K 385.42K 453.65K 376.85K 474.18K 312.12K 190.47K 172.69K 248.37K
Charles Schwab Investment Management 240.41K 247.08K 256.70K 245.81K 243.20K 251.80K 256.13K 263.38K 199.23K 208.53K 214.76K 222.87K 206.15K 208.25K 210.93K 210.14K 211.40K 211.11K 227.88K 227.93K
Northern Trust Corp 263.72K 257.59K 250.36K 236.01K 226.03K 230.27K 233.07K 207.15K 203.18K 202.92K 176.92K 198.64K 197.45K 256.98K 268.27K 247.56K 243.63K 228.52K 231.22K 226.04K
BNY Mellon 330.53K 322.65K 319.41K 314.45K 286.49K 292.95K 293.43K 291.11K 284.35K 273.00K 255.08K 260.47K 234.16K 237.71K 233.08K 215.85K 207.24K 229.05K 227.38K 216.93K
Citadel Advisors 148.60K 106.49K 70.39K 93.86K 225.23K 413.03K 336.21K 233.67K 202.37K 131.47K 83.23K 82.84K 61.64K 105.22K 112.43K 133.97K 39.08K 90.85K 165.95K 167.70K
Norges Bank Investment Management — — — — — 318.38K — — — 376.51K — 348.17K — 427.36K — 439.70K — 376.77K — 158.54K
Invesco Ltd 638.23K 207.97K 239.95K 259.87K 205.63K 230.79K 178.06K 91.65K 113.99K 205.39K 224.52K 236.04K 165.20K 114.46K 119.47K 118.44K 145.29K 138.96K 153.43K 150.38K
Manulife Financial 98.10K 101.65K 97.25K 100.82K 134.92K 163.82K 180.04K 165.64K 136.34K 138.19K 139.54K 166.75K 165.86K 183.73K 158.24K 167.68K 155.25K 130.06K 159.36K 147.06K
JPMorgan Chase & Co 309.72K 304.13K 298.84K 289.56K 259.08K 248.98K 219.24K 301.53K 326.96K 309.66K 265.92K 222.24K 259.92K 223.35K 246.27K 228.77K 244.60K 161.04K — 141.52K
Goldman Sachs Group 113.68K 194.94K 194.42K 148.28K 149.72K 68.64K 54.57K 41.73K 49.98K 49.80K 49.51K 36.24K 46.82K 67.63K 113.35K 250.61K 303.89K 78.77K 75.11K 138.23K
D. E. Shaw & Co 192.29K 182.56K 128.00K 56.64K 33.98K 108.82K 105.70K 150.20K 146.29K 82.50K 33.30K 40.79K 67.70K 55.25K 90.51K 64.92K 67.27K 101.29K 39.48K 123.44K
AQR Capital Management 85.63K 147.21K 106.86K 100.36K 91.28K 64.83K 59.99K 11.88K 6.27K 1.94K 2.04K 2.56K 2.13K 894 19.51K 18.94K 38.02K 45.33K 38.53K 102.54K
Franklin Resources 121.18K 102.14K 59.92K 63.78K 66.60K 52.06K 153.92K 176.28K 75.14K 100.66K 95.50K 93.64K 95.90K 92.83K 95.12K 105.77K 114.83K 92.38K 70.73K 81.30K
Bank of America Corp 76.57K 95.88K 114.11K 99.42K 104.47K 71.07K 98.14K 79.51K 76.89K 109.93K 104.22K 112.89K 103.51K 55.64K 125.36K 197.42K 76.34K 71.48K 72.86K 73.57K
First Eagle Investment Management — 3.10K 1.48K 9.32K 18.00K 27.54K 39.33K 34.67K 13.01K 20.13K 30.89K 21.56K 36.22K 10.52K 1.23K 1.88K 1.64K — 43.70K 65.98K

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