LADNYSERetail-Auto Dealers & Gasoline StationsFiscal year ends December 31
LITHIA MOTORS INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$293.17−1.97 (-0.67%)
Close on Oct 19, 2026
- Market cap
- $6.60B
- P/E (TTM)
- 9.7
- Dividend yield
- 0.74%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
25M of 22M shares
Institutional holders
443
77 new, 64 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 8 sales
Net sold $423.35K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| David Abrams | 2,490,534 | 10.30% | 13G (passive) amendment | Sep 30, 2025 |
| BlackRock, Inc. | 2,352,180 | 8.50% | 13G (passive) amendment | Dec 31, 2023 |
| FMR LLC | 2,186,054 | 9.60% | 13G (passive) amendment | Jun 30, 2026 |
| Harris Associates, Inc. | 1,956,637 | 8.40% | 13G (passive) amendment | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 1,409,885 | 6.20% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 1,244,558 | 5.34% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LAD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Abrams Capital Management, L.P. | 2,490,534 | 11.33% | $723.48M | – | 13.20% |
| BlackRock, Inc. | 2,397,611 | 10.91% | $696.48M | −112,969 | 0.01% |
| FMR LLC | 2,192,054 | 9.97% | $636.77M | +422,726 | 0.03% |
| Harris Associates L P | 1,915,329 | 8.71% | $556.38M | −41,308 | 0.74% |
| Dimensional Fund Advisors LP | 1,409,885 | 6.41% | $409.56M | +20,015 | 0.07% |
| Vanguard Portfolio Management LLC | 1,114,933 | 5.07% | $323.88M | −39,770 | 0.01% |
| Vanguard Capital Management LLC | 1,031,657 | 4.69% | $299.69M | −27,247 | 0.01% |
| State Street Corp | 774,089 | 3.52% | $224.87M | −14,481 | 0.01% |
| River Road Asset Management, LLC | 682,689 | 3.11% | $198.31M | +29,874 | 2.20% |
| Lyrical Asset Management LP | 498,050 | 2.27% | $144.68M | +37,428 | 1.84% |
| Hotchkis & Wiley Capital Management LLC | 489,990 | 2.23% | $142.34M | −13,240 | 0.41% |
| American Century Companies Inc | 452,699 | 2.06% | $131.50M | +274,912 | 0.06% |
| Geode Capital Management, LLC | 422,764 | 1.92% | $122.84M | −47,132 | 0.01% |
| Cooperman Leon G | 340,000 | 1.55% | $98.77M | – | 2.78% |
| Cooke & Bieler LP | 306,231 | 1.39% | $88.96M | −40,205 | 1.03% |
| Bridges Investment Management Inc | 278,265 | 1.27% | $80.83M | −6,797 | 0.98% |
| UBS Group AG | 274,345 | 1.25% | $79.69M | −118,423 | 0.01% |
| Morgan Stanley | 248,365 | 1.13% | $72.15M | +75,680 | 0.00% |
| Madison Asset Management, LLC | 230,604 | 1.05% | $66.99M | −2,078 | 0.80% |
| Charles Schwab Investment Management Inc | 227,931 | 1.04% | $66.21M | +47 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 443 | 25M | 100.0% | 77 / 143 | 160 / 64 | 2M | 2M |
| Q1 2026 | 436 | 25M | 100.0% | 57 / 156 | 158 / 96 | 6M | 3M |
| Q4 2025 | 481 | 24M | 100.0% | 87 / 142 | 183 / 50 | 2M | 3M |
| Q3 2025 | 453 | 25M | 100.0% | 65 / 144 | 169 / 62 | 2M | 3M |
| Q2 2025 | 453 | 26M | 100.0% | 57 / 165 | 168 / 74 | 2M | 5M |
| Q1 2025 | 472 | 29M | 100.0% | 90 / 167 | 136 / 53 | 5M | 4M |
| Q4 2024 | 441 | 28M | 100.0% | 91 / 127 | 161 / 49 | 3M | 3M |
| Q3 2024 | 405 | 28M | 100.0% | 84 / 131 | 137 / 50 | 5M | 3M |
| Q2 2024 | 375 | 28M | 100.0% | 50 / 129 | 139 / 83 | 2M | 4M |
| Q1 2024 | 413 | 30M | 100.0% | 64 / 131 | 139 / 36 | 1M | 1M |
| Q4 2023 | 387 | 29M | 100.0% | 56 / 136 | 130 / 48 | 2M | 1M |
| Q3 2023 | 388 | 28M | 100.0% | 56 / 115 | 147 / 36 | 1M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LAD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Oakmark Select Fund | 1,309,100 | 5.96% | $380.28M | 4.57% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 780,645 | 3.55% | $226.77M | 0.18% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 724,144 | 3.29% | $210.36M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 523,198 | 2.38% | $151.98M | 0.08% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 331,317 | 1.51% | $96.24M | 0.14% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 320,767 | 1.46% | $123.63M | 0.64% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 310,600 | 1.41% | $90.35M | 0.04% | May 31, 2026 |
| Fidelity Low-Priced Stock Fund | 297,211 | 1.35% | $114.55M | 0.46% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 269,000 | 1.22% | $78.25M | 0.29% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 261,545 | 1.19% | $75.98M | 0.08% | Jun 30, 2026 |
| Vanguard Windsor Ii Fund | 259,400 | 1.18% | $99.98M | 0.15% | Jul 31, 2026 |
| Oakmark Equity and Income Fund | 246,300 | 1.12% | $71.55M | 1.23% | Jun 30, 2026 |
| Fidelity Value Fund | 223,400 | 1.02% | $86.10M | 0.82% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 198,438 | 0.90% | $76.48M | 0.45% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 174,475 | 0.79% | $67.25M | 0.46% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David Stork | Chief Administrative Officer | 6,516 | 0.03% | Sep 10, 2026 |
| Charles Douglas Lietz | Sr Vice President, Finance | 5,790 | 0.03% | Feb 20, 2026 |
| Katherine Lee Macaddino | Sr Vice President, People | 1,160 | 0.01% | Feb 20, 2026 |
| Bryan B. Deboer | Chief Executive Officer | 550,275 | 2.50% | Jan 12, 2026 |
| George N. Hines | Chief Innovation&Tech Officer | 13,610 | 0.06% | Jan 12, 2026 |
| Tina Miller | Chief Financial Officer | 25,926 | 0.12% | Jan 12, 2026 |
| Adam Chamberlain | Chief Operating Officer | 2,605 | 0.01% | Feb 14, 2025 |
| Gary M. Glandon | Chief People Officer | 1,665 | 0.01% | Feb 14, 2025 |
| Chris Holzshu | Executive Vice President | 88,510 | 0.40% | Jan 3, 2025 |
| Heidi O'Neill | Director | 884 | 0.00% | Sep 28, 2026 |
| Congdon Stacy Loretz | Director | 2,300 | 0.01% | Sep 14, 2026 |
| Sidney B. Deboer | Director | 2,885,744 | 13.13% | Aug 5, 2026 |
| Shauna McIntyre | Director | 3,824 | 0.02% | Jun 11, 2026 |
| Richard J. Bailey Jr | Director | 760 | 0.00% | May 27, 2026 |
| James E. Lentz | Director | 3,260 | 0.01% | May 1, 2026 |
| Priya Cherian Huskins | Director | 715 | 0.00% | May 1, 2026 |
| Cassandra M. McKinney | Director | 2,015 | 0.01% | May 1, 2026 |
| Louis Miramontes | Director | 10,377 | 0.05% | May 1, 2026 |
| David C. Abrams | 10% owner | 2,490,534 | 11.33% | Nov 4, 2025 |
| Abrams Capital Management, L.P. | 10% owner | 2,226,068 | 10.13% | Nov 4, 2025 |
| Abrams Capital Management, Llc | 10% owner | 2,300,000 | 10.46% | Nov 4, 2025 |
| Susan O. Cain | – | 26,778 | 0.12% | Oct 25, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Heidi O'Neill Director | Sep 25, 2026 | Returned to company | −540 | – | – | 884 |
| Congdon Stacy Loretz Director | Sep 11, 2026 | Sale(10b5-1 plan) | −75 | $370.73 | $27.80K | 2,300 |
| David Stork Chief Administrative Officer | Sep 8, 2026 | Sale | −320 | $373.49 | $119.52K | 5,401 |
| Sidney B. Deboer Director | Aug 3, 2026 | Tax withholding | −81 | $385.42 | $31.22K | 26,137 |
| Congdon Stacy Loretz Director | Jun 12, 2026 | Sale(10b5-1 plan) | −75 | $315.00 | $23.63K | 2,375 |
| Shauna McIntyre Director | Jun 10, 2026 | Sale | −165 | $305.65 | $50.43K | 1,681 |
| Richard J. Bailey Jr Director | May 26, 2026 | Sale | −297 | $280.58 | $83.33K | 760 |
| Shauna McIntyre Director | May 11, 2026 | Sale | −245 | $294.64 | $72.19K | 1,846 |
| Sidney B. Deboer Director | May 1, 2026 | Tax withholding | −58 | $290.12 | $16.83K | 26,218 |
| Priya Cherian Huskins Director | Apr 30, 2026 | Award | +715 | – | – | 715 |
| Richard J. Bailey Jr Director | Apr 30, 2026 | Award | +715 | – | – | 1,057 |
| Congdon Stacy Loretz Director | Apr 30, 2026 | Award | +715 | – | – | 2,450 |
| Sidney B. Deboer Director | Apr 30, 2026 | Award | +715 | – | – | 26,276 |
| Shauna McIntyre Director | Apr 30, 2026 | Award | +715 | – | – | 2,091 |
| Heidi O'Neill Director | Apr 30, 2026 | Award | +1,082 | – | – | 1,424 |
| Cassandra M. McKinney Director | Apr 30, 2026 | Award | +715 | – | – | 2,015 |
| Louis Miramontes Director | Apr 30, 2026 | Award | +715 | – | – | 6,394 |
| James E. Lentz Director | Apr 30, 2026 | Award | +715 | – | – | 3,260 |
| Congdon Stacy Loretz Director | Mar 12, 2026 | Sale(10b5-1 plan) | −75 | $259.33 | $19.45K | 1,735 |
| Sidney B. Deboer Director | Mar 2, 2026 | Tax withholding | −54 | $279.58 | $15.10K | 25,561 |
| David Stork Chief Administrative Officer | Jan 9, 2026 | Award | +3,896 | – | – | 7,115 |
| David Stork Chief Administrative Officer | Jan 9, 2026 | Tax withholding | −1,873 | $332.33 | $622.45K | 5,721 |
| David Stork Chief Administrative Officer | Jan 9, 2026 | Award | +479 | – | – | 7,594 |
| Bryan B. Deboer Chief Executive Officer | Jan 9, 2026 | Award | +76,129 | – | – | 242,950 |
| Bryan B. Deboer Chief Executive Officer | Jan 9, 2026 | Tax withholding | −46,428 | $332.33 | $15.43M | 204,845 |
| Bryan B. Deboer Chief Executive Officer | Jan 9, 2026 | Award | +8,323 | – | – | 251,273 |
| George N. Hines Chief Innovation&Tech Officer | Jan 9, 2026 | Tax withholding | −4,071 | $332.33 | $1.35M | 7,894 |
| George N. Hines Chief Innovation&Tech Officer | Jan 9, 2026 | Award | +6,728 | – | – | 11,154 |
| George N. Hines Chief Innovation&Tech Officer | Jan 9, 2026 | Award | +811 | – | – | 11,965 |
| Tina Miller Chief Financial Officer | Jan 9, 2026 | Tax withholding | −7,688 | $332.33 | $2.55M | 16,885 |
| Tina Miller Chief Financial Officer | Jan 9, 2026 | Award | +12,747 | – | – | 22,879 |
| Tina Miller Chief Financial Officer | Jan 9, 2026 | Award | +1,694 | – | – | 24,573 |
| Congdon Stacy Loretz Director | Dec 12, 2025 | Sale(10b5-1 plan) | −75 | $360.00 | $27.00K | 1,810 |
| Sidney B. Deboer Director | Nov 1, 2025 | Tax withholding | −79 | $314.08 | $24.81K | 25,615 |
| Richard J. Bailey Jr Director | Oct 1, 2025 | Award | +342 | – | – | 342 |
| Heidi O'Neill Director | Oct 1, 2025 | Award | +342 | – | – | 342 |
| Louis Miramontes Director | Aug 22, 2025 | Sale | −250 | $324.06 | $81.02K | 5,679 |
| Sidney B. Deboer Director | Aug 1, 2025 | Tax withholding | −79 | $288.00 | $22.75K | 25,694 |
| Shauna McIntyre Director | Jul 31, 2025 | Sale | −256 | $293.05 | $75.02K | 1,376 |
| Sidney B. Deboer Director | May 16, 2025 | Gift | −5,000 | – | – | 25,773 |
| Shauna McIntyre Director | May 1, 2025 | Sale | −337 | $295.94 | $99.73K | 1,632 |
| Sidney B. Deboer Director | May 1, 2025 | Tax withholding | −79 | $292.76 | $23.13K | 35,773 |
| Shauna McIntyre Director | Apr 24, 2025 | Award | +672 | – | – | 1,969 |
| Congdon Stacy Loretz Director | Apr 24, 2025 | Award | +672 | – | – | 1,885 |
| Sidney B. Deboer Director | Apr 24, 2025 | Award | +672 | – | – | 35,852 |
| Cassandra M. McKinney Director | Apr 24, 2025 | Award | +672 | – | – | 1,300 |
| Louis Miramontes Director | Apr 24, 2025 | Award | +672 | – | – | 5,929 |
| James E. Lentz Director | Apr 24, 2025 | Award | +672 | – | – | 2,545 |
| Shauna McIntyre Director | Mar 14, 2025 | Sale | −248 | $290.84 | $72.13K | 1,297 |
| Congdon Stacy Loretz Director | Mar 12, 2025 | Sale | −270 | $298.80 | $80.68K | 1,213 |
| Sidney B. Deboer Director | Mar 1, 2025 | Tax withholding | −86 | $344.44 | $29.62K | 35,180 |
| Adam Chamberlain Chief Operating Officer | Feb 14, 2025 | Sale | −403 | $384.28 | $154.86K | 2,605 |
| Gary M. Glandon Chief People Officer | Feb 13, 2025 | Sale | −325 | $387.86 | $126.05K | 1,665 |
| George N. Hines Chief Innovation&Tech Officer | Jan 3, 2025 | Tax withholding | −961 | $357.43 | $343.49K | 4,426 |
| Chris Holzshu Executive Vice President | Jan 3, 2025 | Tax withholding | −3,758 | $357.43 | $1.34M | 28,296 |
| Gary M. Glandon Chief People Officer | Jan 3, 2025 | Tax withholding | −198 | $357.43 | $70.77K | 1,990 |
| Adam Chamberlain Chief Operating Officer | Jan 3, 2025 | Tax withholding | −205 | $357.43 | $73.27K | 3,008 |
| David Stork Chief Administrative Officer | Jan 3, 2025 | Tax withholding | −397 | $357.43 | $141.90K | 3,219 |
| Tina Miller Chief Financial Officer | Jan 3, 2025 | Tax withholding | −1,668 | $357.43 | $596.19K | 10,132 |
| Bryan B. Deboer Chief Executive Officer | Jan 3, 2025 | Tax withholding | −12,855 | $357.43 | $4.59M | 168,843 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Congdon Stacy Loretz Director | Sep 11, 2026 | 75 | $27.80K | Sep 11, 2026 | Restricted Stock Vesting |
| David Stork Officer | Sep 8, 2026 | 320 | $119.52K | Sep 8, 2026 | Restricted Stock Vesting |
| Congdon Stacy Loretz Director | Jun 12, 2026 | 75 | $23.63K | Jun 12, 2026 | Restricted Stock Vesting |
| Shauna McIntyre Officer, Director | Jun 10, 2026 | 165 | $50.43K | Jun 10, 2026 | Restricted Stock Vesting |
| Richard J. Bailey Jr Director | May 26, 2026 | 297 | $83.33K | May 26, 2026 | Compensation |
| George N. Hines Former Officer | May 12, 2026 | 180 | $50.34K | May 12, 2026 | Restricted Stock Vesting |
| Shauna McIntyre Director | May 11, 2026 | 245 | $72.19K | May 11, 2026 | Restricted Stock Vesting |
| Loretz-Congdon Stacy Director | Mar 12, 2026 | 75 | $19.79K | Mar 12, 2026 | Restricted Stock Units |
| Loretz-Congdon Stacy Director | Dec 12, 2025 | 75 | $26.75K | Dec 12, 2025 | Restricted Stock Units |
| P. Miramontes Louis Director | Aug 22, 2025 | 250 | $81.02K | Aug 22, 2025 | Restricted Stock |
| McIntyre Shauna Director | Jul 31, 2025 | 256 | $75.02K | Jul 31, 2025 | Restricted Stock |
| Shauna McIntyre Director | May 1, 2025 | 337 | $99.73K | May 1, 2025 | RESTRICTED STOCK |
| Shauna McIntyre Director | Mar 14, 2025 | 248 | $72.13K | Mar 14, 2025 | RESTRICTED STOCK |
| Congdon Stacy Loretz Director | Mar 13, 2025 | 270 | $80.68K | Mar 12, 2025 | RESTRICTED STOCK |
| Adam Chamberlain Officer | Feb 14, 2025 | 403 | $154.86K | Feb 14, 2025 | RESTRICTED STOCK |