Lithia Motors (NYSE: LAD) is one of the largest automotive retailers in the U.S., operating a nationwide dealership network spanning new and used vehicle sales, financing, and services. Shares recently traded around $344 per share, giving Lithia Motors a market value of roughly $8.4 billion.
Looking at who owns Lithia Motors and how insiders have been trading helps provide context on how major institutions and company leadership may be positioning around the stock today.
Who Are Lithia Motors’ Top Shareholders?
Lithia Motors’ shareholder base is led by large institutional investors. These firms tend to hold through market cycles, which can help support long-term ownership stability. Active managers adjusted positions in both directions, suggesting a mix of confidence and valuation discipline.
- The Vanguard Group: 2,569,079 shares (10.59%), ~$884.8M value. Reduced 55,169 shares (-2.10%).
- Abrams Capital Management: 2,490,534 shares (10.27%), ~$857.8M value. Added 45,856 shares (+1.88%).
- BlackRock Institutional Trust: 2,185,611 shares (9.01%), ~$752.7M value. Reduced 121,824 shares (-5.28%).
- Harris Associates: 1,982,297 shares (8.17%), ~$682.7M value. Reduced 9,164 shares (-0.46%).
- Dimensional Fund Advisors: 1,340,670 shares (5.53%), ~$461.7M value. Added 14,015 shares (+1.06%).
- State Street Investment Management: 810,738 shares (3.34%), ~$279.2M value. Reduced 15,206 shares (-1.84%).
- River Road Asset Management: 556,049 shares (2.29%), ~$191.5M value. Added 143,533 shares (+34.79%).
- Lyrical Asset Management: 504,416 shares (2.08%), ~$173.7M value. Added 34,700 shares (+7.39%).
- Geode Capital Management: 486,803 shares (2.01%), ~$167.7M value. Added 7,266 shares (+1.52%).
- Fidelity Management & Research: 466,814 shares (1.93%), ~$160.8M value. Added 68,823 shares (+17.29%).
Taken together, the ownership data shows long-term institutions remain deeply involved, while modest trims by some passive managers suggest sensitivity to valuation rather than a broad shift in conviction for investors.
Hedge Fund Highlights
Winton Group, founded by David Harding, made one of the most notable moves last quarter, increasing its Lithia Motors position by roughly 834%. The firm added about 16,000 shares, bringing its stake to approximately $5.7 million in value, which suggests it appears Winton identified a favorable setup during the period.
AQR Capital Management, led by founder Cliff Asness, also materially increased its exposure. The firm boosted its position by about 101%, adding roughly 19,000 shares to reach a total stake of around $12.0 million in value, which may reflect growing comfort with Lithia Motors’ earnings profile or valuation.
DE Shaw, founded by David Shaw, continued building its position, increasing holdings by nearly 66%. The firm added approximately 2,600 shares, lifting its stake to roughly $2.1 million in value, pointing to incremental conviction despite the smaller dollar size.
Tudor Investment Corp, founded by Paul Tudor Jones, raised its Lithia Motors position by about 36%, adding more than 16,000 shares and bringing total holdings to approximately $19.3 million in value. The increase appears steady rather than aggressive, aligning with a measured approach for investors.
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Lithia Motors’ Recent Insider Trades
Insider transactions can offer context on how executives and directors may be managing personal exposure. Recent filings for Lithia Motors show several small transactions that lean toward selling.
- Stacy Loretz-Congdon (Director): Sold 75 shares at ~$360.
- Sidney DeBoer (Director): Sold shares across multiple trades at ~$288 to ~$314, including a 5,000-share transaction reported at $0.
- Louis Miramontes (Director): Sold 250 shares at ~$324.
- Shauna McIntyre (Director): Sold shares across several small trades at ~$293 to ~$296.
These transactions appear modest relative to overall insider ownership and do not meaningfully alter control. It looks like measured trimming rather than strong directional signaling, though motivations behind individual trades are not confirmed for investors.
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What the Ownership & Insider Trade Data Tell Us
Lithia Motors’ shareholder base remains anchored by large, long-term institutional investors, providing a stable foundation. Hedge fund activity suggests selective interest rather than broad consensus, while insider selling appears limited in scale.
For investors, the combined data paints a balanced picture. Lithia Motors continues to attract committed capital, but recent positioning suggests institutions and insiders may be approaching the stock with valuation awareness and discipline rather than urgency.
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