Lithia Motors, Inc.
US ˙ NYSE ˙ US5367971034

SecurityLAD / Lithia Motors, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,326,655 shares
Ownership 5.10%
Dimensional Fund Advisors Lp ownership in LAD / Lithia Motors, Inc.

2025-07-15 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,326,655 shares of Lithia Motors, Inc. (US:LAD). This represents 5.1 percent ownership of the company. In their previous filing dated 2021-02-12 , Dimensional Fund Advisors Lp had reported owning 1,223,396 shares, indicating an increase of 8.44 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-07-15 2025-07-15 13G 1,223,396 1,326,655 8.44 5.10 8.51
2021-02-12 2021-02-12 13G/A 1,302,667 1,223,396 -6.09 4.70 -18.26
2020-02-12 2020-02-12 13G/A 1,323,683 1,302,667 -1.59 5.75 -2.21
2019-02-08 2019-02-08 13G 1,323,683 5.88
2015-02-05 2015-02-05 13G/A 861,755 3.64
2014-02-10 2014-02-10 13G/A 1,247,024 5.35
2013-02-11 2013-02-11 13G/A 1,382,465 6.07
2012-02-14 2012-02-14 13G/A 1,793,982 8.10

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F LITHIA MTRS COM 536797103 1,389,870 43,087 3.20 347,074 -22.46 0.0155
2026-02-12 2025-12-31 13F LITHIA MTRS COM 536797103 1,346,783 6,113 0.46 447,583 5.65 0.0939
2025-11-12 2025-09-30 13F LITHIA MTRS COM 536797103 1,340,670 14,015 1.06 423,662 -5.47 0.0909
2025-08-12 2025-06-30 13F LITHIA MTRS COM 536797103 1,326,655 59,136 4.67 448,169 20.46 0.1038
2025-05-13 2025-03-31 13F LITHIA MTRS COM 536797103 1,267,519 72,980 6.11 372,053 -12.86 0.0925
2025-02-13 2024-12-31 13F LITHIA MTRS COM 536797103 1,194,539 27,035 2.32 426,968 15.13 0.1025
2024-11-07 2024-09-30 13F LITHIA MTRS COM 536797103 1,167,504 150,984 14.85 370,850 44.51 0.0900
2024-08-09 2024-06-30 13F LITHIA MTRS COM 536797103 1,016,520 203,543 25.04 256,621 4.92 0.0670
2024-05-10 2024-03-31 13F LITHIA MTRS COM 536797103 812,977 34,503 4.43 244,592 -4.58 0.0662
2024-02-07 2023-12-31 13F LITHIA MTRS COM 536797103 778,474 -8,568 -1.09 256,337 10.28 0.0748
2023-11-09 2023-09-30 13F LITHIA MTRS COM 536797103 787,042 -51,967 -6.19 232,448 -8.90 0.0762
2023-08-09 2023-06-30 13F LITHIA MTRS COM 536797103 839,009 48,010 6.07 255,152 40.91 0.0813
2023-05-12 2023-03-31 13F LITHIA MTRS COM 536797103 790,999 16,979 2.19 181,080 114,506.96 0.0610
2023-02-09 2022-12-31 13F LITHIA MTRS COM 536797103 774,020 12,144 1.59 158 -99.90 0.0468
2022-11-10 2022-09-30 13F LITHIA MTRS COM 536797103 761,876 -9,313 -1.21 163,464 -22.87 0.0628
2022-08-12 2022-06-30 13F LITHIA MTRS COM 536797103 771,189 -1,329 -0.17 211,942 -8.60 0.0760
2022-05-13 2022-03-31 13F LITHIA MTRS COM 536797103 772,518 16,902 2.24 231,877 3.34 0.0714
2022-02-09 2021-12-31 13F LITHIA MTRS COM 536797103 755,616 -55,326 -6.82 224,379 -12.74 0.0678
2021-11-12 2021-09-30 13F LITHIA MTRS COM 536797103 810,942 7,441 0.93 257,141 -6.87 0.0828
2021-08-12 2021-06-30 13F LITHIA MTRS COM 536797103 803,501 -131,729 -14.09 276,105 -24.32 0.0874
2021-05-14 2021-03-31 13F LITHIA MTRS CLA 536797103 935,230 -288,166 -23.55 364,837 1.89 0.1207
2021-03-08 2020-12-31 13F/A-2 LITHIA MTRS CLA 536797103 1,223,396 -9,560 -0.78 358,053 27.41 0.1293
2021-02-11 2020-12-31 13F LITHIA MTRS CLA 536797103 1,223,396 -9,560 358,053 129,309.7120
2020-11-12 2020-09-30 13F LITHIA MTRS CLA 536797103 1,232,956 -10,634 -0.86 281,030 49.33 0.1192
2020-08-13 2020-06-30 13F LITHIA MTRS CLA 536797103 1,243,590 31,089 2.56 188,195 89.78 0.0827
2020-05-14 2020-03-31 13F LITHIA MTRS CLA 536797103 1,212,501 -90,166 -6.92 99,165 -48.21 0.0517
2020-02-14 2019-12-31 13F LITHIA MTRS CLA 536797103 1,302,667 -20,314 -1.54 191,493 9.34 0.0698
2019-11-12 2019-09-30 13F LITHIA MTRS CLA 536797103 1,322,981 16,564 1.27 175,133 12.86 0.0681
2019-08-13 2019-06-30 13F LITHIA MTRS CLA 536797103 1,306,417 -49,079 -3.62 155,178 23.43 0.0603
2019-08-12 2019-03-31 13F/A-2 LITHIA MTRS CLA 536797103 1,355,496 31,813 2.40 125,721 24.43 0.0501
2019-05-10 2019-03-31 13F LITHIA MTRS CLA 536797103 1,355,496 31,813 125,721
2019-02-26 2018-12-31 13F/A-1 LITHIA MTRS CLA 536797103 1,323,683 200,381 17.84 101,036 10.15 0.0458
2019-02-13 2018-12-31 13F LITHIA MTRS CLA 536797103 1,323,683 200,381 101,036
2018-11-13 2018-09-30 13F LITHIA MTRS CLA 536797103 1,123,302 91,258 8.84 91,729 -6.02 0.0349
2018-08-10 2018-06-30 13F LITHIA MTRS CLA 536797103 1,032,044 43,537 4.40 97,602 -1.77 0.0389
2018-05-11 2018-03-31 13F LITHIA MTRS CLA 536797103 988,507 779 0.08 99,365 -11.44 0.0414
2018-02-12 2017-12-31 13F LITHIA MTRS CLA 536797103 987,728 9,979 1.02 112,197 -4.62 0.0465
2017-11-13 2017-09-30 13F LITHIA MTRS CLA 536797103 977,749 42,944 4.59 117,631 33.54 0.0514
2017-08-11 2017-06-30 13F LITHIA MTRS CLA 536797103 934,805 12,244 1.33 88,086 11.47 0.0407
2017-05-12 2017-03-31 13F LITHIA MTRS CLA 536797103 922,561 113,357 14.01 79,019 0.85 0.0378
2017-02-09 2016-12-31 13F LITHIA MTRS CLA 536797103 809,204 54,785 7.26 78,355 8.74 0.0391
2016-11-10 2016-09-30 13F LITHIA MTRS CLA 536797103 754,419 21,985 3.00 72,060 38.43 0.0389
2016-08-09 2016-06-30 13F LITHIA MTRS CLA 536797103 732,434 12,935 1.80 52,055 -17.16 0.0300
2016-05-13 2016-03-31 13F LITHIA MTRS CLA 536797103 719,499 -819 -0.11 62,838 -18.22 0.0376
2016-02-10 2015-12-31 13F LITHIA MTRS CLA 536797103 720,318 34,754 5.07 76,837 3.67 0.0479
2015-11-13 2015-09-30 13F LITHIA MTRS CLA 536797103 685,564 17,957 2.69 74,115 -1.89 0.0486
2015-08-14 2015-06-30 13F LITHIA MTRS CLA 536797103 667,607 28,407 4.44 75,546 18.89 0.0463
2015-05-14 2015-03-31 13F LITHIA MTRS CLA 536797103 639,200 -222,555 -25.83 63,542 -14.95 0.0401
2015-02-06 2014-12-31 13F LITHIA MTRS CLA 536797103 861,755 -120,124 -12.23 74,707 0.52 0.0491
2014-11-13 2014-09-30 13F LITHIA MTRS CLA 536797103 981,879 -123 -0.01 74,320 -19.55 0.0527
2014-08-08 2014-06-30 13F LITHIA MTRS CLA 536797103 982,002 -83,638 -7.85 92,376 30.44 0.0642
2014-05-14 2014-03-31 13F LITHIA MTRS CLA 536797103 1,065,640 -181,384 -14.55 70,821 -18.19 0.0529
2014-02-12 2013-12-31 13F LITHIA MTRS CLA 536797103 1,247,024 -102,392 -7.59 86,568 -12.07 0.0675
2013-11-13 2013-09-30 13F LITHIA MTRS CLA 536797103 1,349,416 -166 -0.01 98,453 36.84 0.0852
2013-08-15 2013-06-30 13F LITHIA MTRS CLA 536797103 1,349,582 1,349,582 71,947 0.0678
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.