Lithia Motors, Inc.
US ˙ NYSE ˙ US5367971034

SecurityLAD / Lithia Motors, Inc.
InstitutionVanguard Group Inc
Latest Disclosed Ownership0 shares
Ownership 0.00%
Vanguard Group Inc ownership in LAD / Lithia Motors, Inc.

2026-03-27 - Vanguard Group Inc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 0 shares of Lithia Motors, Inc. (US:LAD). This represents 0.0 percent ownership of the company. In their previous filing dated 2024-02-13 , Vanguard Group Inc had reported owning 2,823,349 shares, indicating a decrease of -100.00 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)
2026-03-27 2026-03-27 13G/A 2,823,349 0 -100.00 0.00 -100.00
2024-02-13 2024-02-13 13G/A 2,792,188 2,823,349 1.12 10.26 0.49
2023-02-09 2023-02-09 13G/A 2,957,990 2,792,188 -5.61 10.21 1.79
2022-03-09 2022-03-09 13G/A 2,940,913 2,957,990 0.58 10.03 3.30
2022-02-10 2022-02-10 13G/A 2,287,428 2,940,913 28.57 9.71 10.84
2021-02-10 2021-02-10 13G/A 2,501,122 2,287,428 -8.54 8.76 -20.65
2020-02-12 2020-02-12 13G/A 2,312,304 2,501,122 8.17 11.04 7.60
2019-02-12 2019-02-12 13G/A 2,351,917 2,312,304 -1.68 10.26 1.28
2018-08-08 2018-08-08 13G/A 2,226,339 2,351,917 5.64 10.13 9.04
2018-02-09 2018-02-09 13G/A 1,932,723 2,226,339 15.19 9.29 12.61
2017-02-10 2017-02-10 13G/A 1,680,975 1,932,723 14.98 8.25 16.36
2016-02-10 2016-02-10 13G/A 1,680,975 7.09
2015-02-10 2015-02-10 13G/A 1,463,374 6.17
2014-02-12 2014-02-12 13G/A 1,334,464 5.72
2013-02-12 2013-02-12 13G/A 1,253,111 5.49
2012-02-09 2012-02-09 13G 1,134,101 5.11

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)
2026-01-29 2025-12-31 13F LITHIA MTRS COM 536797103 2,422,737 -156,203 -6.06 805,148 -1.20 0.0117
2025-11-07 2025-09-30 13F LITHIA MTRS COM 536797103 2,578,940 -53,960 -2.05 814,945 -8.38 0.0122
2025-08-11 2025-06-30 13F LITHIA MTRS COM 536797103 2,632,900 -39,353 -1.47 889,446 13.39 0.0144
2025-05-09 2025-03-31 13F LITHIA MTRS COM 536797103 2,672,253 -39,356 -1.45 784,413 -19.07 0.0142
2025-02-11 2024-12-31 13F LITHIA MTRS COM 536797103 2,711,609 -3,628 -0.13 969,210 12.38 0.0169
2024-11-13 2024-09-30 13F LITHIA MTRS COM 536797103 2,715,237 -69,723 -2.50 862,468 22.67 0.0154
2024-08-13 2024-06-30 13F LITHIA MTRS COM 536797103 2,784,960 -24,315 -0.87 703,063 -16.82 0.0135
2024-05-10 2024-03-31 13F LITHIA MTRS COM 536797103 2,809,275 -14,094 -0.50 845,198 -9.09 0.0167
2024-03-11 2023-12-31 13F/A-1 LITHIA MTRS COM 536797103 2,823,369 15,962 0.57 929,679 12.13 0.0203
2024-02-14 2023-12-31 13F LITHIA MTRS COM 536797103 2,823,369 15,962 929,679 0.0203
2023-12-18 2023-09-30 13F/A-1 LITHIA MTRS COM 536797103 2,807,407 10,649 0.38 829,112 -2.52 0.0204
2023-11-14 2023-09-30 13F LITHIA MTRS COM 536797103 2,807,407 10,649 829,112 0.0204
2023-08-14 2023-06-30 13F LITHIA MTRS COM 536797103 2,796,758 -4,421 -0.16 850,522 32.63 0.0202
2023-07-14 2023-03-31 13F/A-1 LITHIA MTRS COM 536797103 2,801,179 8,991 0.32 641,274 12.17 0.0163
2023-05-15 2023-03-31 13F LITHIA MTRS COM 536797103 2,801,159 8,971 641,269 0.0034
2023-02-10 2022-12-31 13F LITHIA MTRS COM 536797103 2,792,188 44,657 1.63 571,673 -3.02 0.0156
2022-11-14 2022-09-30 13F LITHIA MTRS COM 536797103 2,747,531 -109,296 -3.83 589,484 -24.91 0.0173
2022-08-12 2022-06-30 13F LITHIA MTRS COM 536797103 2,856,827 -35,515 -1.23 785,084 -9.56 0.0221
2022-05-13 2022-03-31 13F LITHIA MTRS COM 536797103 2,892,342 -48,571 -1.65 868,050 -0.60 0.0205
2022-02-14 2021-12-31 13F LITHIA MTRS COM 536797103 2,940,913 25,762 0.88 873,303 -5.51 0.0198
2021-11-12 2021-09-30 13F LITHIA MTRS COM 536797103 2,915,151 26,063 0.90 924,219 -6.91 0.0230
2021-08-13 2021-06-30 13F LITHIA MTRS COM 536797103 2,889,088 359,430 14.21 992,806 0.61 0.0247
2021-05-14 2021-03-31 13F LITHIA MTRS CL A 536797103 2,529,658 242,230 10.59 986,793 47.40 0.0267
2021-02-12 2020-12-31 13F LITHIA MTRS CL A 536797103 2,287,428 357,297 18.51 669,462 52.17 0.0194
2020-11-16 2020-09-30 13F LITHIA MTRS CL A 536797103 1,930,131 -471,683 -19.64 439,955 21.04 0.0146
2020-08-14 2020-06-30 13F LITHIA MTRS CL A 536797103 2,401,814 -170,586 -6.63 363,467 72.75 0.0129
2020-05-15 2020-03-31 13F LITHIA MTRS CL A 536797103 2,572,400 71,278 2.85 210,396 -42.78 0.0090
2020-02-14 2019-12-31 13F LITHIA MTRS CL A 536797103 2,501,122 98,308 4.09 367,665 15.59 0.0125
2019-11-14 2019-09-30 13F LITHIA MTRS CL A 536797103 2,402,814 149,626 6.64 318,085 18.85 0.0118
2019-08-14 2019-06-30 13F LITHIA MTRS CL A 536797103 2,253,188 -10,562 -0.47 267,634 27.47 0.0101
2019-05-15 2019-03-31 13F LITHIA MTRS CL A 536797103 2,263,750 -48,554 -2.10 209,963 18.96 0.0082
2019-02-14 2018-12-31 13F LITHIA MTRS CL A 536797103 2,312,304 -11,981 -0.52 176,497 -7.01 0.0079
2018-12-13 2018-09-30 13F/A-2 LITHIA MTRS CL A 536797103 2,324,285 -10,502 -0.45 189,801 -14.04 0.0074
2018-11-23 2018-09-30 13F/A-1 LITHIA MTRS CL A 536797103 2,324,285 0 189,801 0.0074
2018-11-14 2018-09-30 13F LITHIA MTRS CL A 536797103 2,324,285 -10,502 189,801
2018-08-14 2018-06-30 13F LITHIA MTRS CL A 536797103 2,334,787 -6,256 -0.27 220,800 -6.17 0.0092
2018-05-15 2018-03-31 13F LITHIA MTRS CL A 536797103 2,341,043 114,704 5.15 235,322 -6.95 0.0103
2018-02-14 2017-12-31 13F LITHIA MTRS CL A 536797103 2,226,339 93,954 4.41 252,890 -1.43 0.0111
2017-11-14 2017-09-30 13F LITHIA MTRS CL A 536797103 2,132,385 35,196 1.68 256,546 29.82 0.0120
2017-08-24 2017-06-30 13F/A-1 LITHIA MTRS CL A 536797103 2,097,189 56,888 2.79 197,618 13.09 0.0097
2017-08-11 2017-06-30 13F LITHIA MTRS CL A 536797103 2,097,189 56,888 197,618
2017-05-12 2017-03-31 13F LITHIA MTRS CL A 536797103 2,040,301 107,578 5.57 174,751 -6.62 0.0090
2017-02-14 2016-12-31 13F LITHIA MTRS CL A 536797103 1,932,723 81,812 4.42 187,145 5.85 0.0104
2016-11-14 2016-09-30 13F LITHIA MTRS CL A 536797103 1,850,911 46,206 2.56 176,799 37.84 0.0104
2016-08-10 2016-06-30 13F LITHIA MTRS CL A 536797103 1,804,705 66,593 3.83 128,260 -15.50 0.0080
2016-05-13 2016-03-31 13F LITHIA MTRS CL A 536797103 1,738,112 57,137 3.40 151,789 -15.35 0.0098
2016-02-08 2015-12-31 13F LITHIA MTRS CL A 536797103 1,680,975 51,194 3.14 179,310 1.77 0.0121
2015-11-12 2015-09-30 13F/A-1 LITHIA MTRS CL A 536797103 1,629,781 39,991 2.52 176,195 -2.06 0.0075
2015-08-13 2015-06-30 13F LITHIA MTRS CL A 536797103 1,589,790 48,273 3.13 179,901 17.40 0.0122
2015-05-15 2015-03-31 13F/A-1 LITHIA MTRS CL A 536797103 1,541,517 78,143 5.34 153,242 20.80 0.0104
2015-05-14 2015-03-31 13F LITHIA MTRS CL A 536797103 1,541,517 153,242
2015-02-12 2014-12-31 13F LITHIA MTRS CL A 536797103 1,463,374 34,583 2.42 126,860 17.31 0.0091
2014-11-12 2014-09-30 13F LITHIA MTRS CL A 536797103 1,428,791 24,081 1.71 108,145 -18.16 0.0084
2014-08-11 2014-06-30 13F LITHIA MTRS CL A 536797103 1,404,710 24,824 1.80 132,141 44.09 0.0104
2014-05-13 2014-03-31 13F LITHIA MTRS CL A 536797103 1,379,886 45,422 3.40 91,707 -1.01 0.0077
2014-02-12 2013-12-31 13F LITHIA MTRS CL A 536797103 1,334,464 66,997 5.29 92,639 0.18 0.0081
2013-11-07 2013-09-30 13F LITHIA MTRS CL A 536797103 1,267,467 49,124 4.03 92,474 42.38 0.0090
2013-08-13 2013-06-30 13F LITHIA MTRS CL A 536797103 1,218,343 1,218,343 64,950 0.0068
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.