LAD Institutional Ownership
Lithia Motors, Inc.
1W: -2.9%
1M: -4.0%
3M: -31.9%
YTD: -12.5%
1Y: -12.1%
3Y: +14.2%
5Y: -11.6%
$290.73
+3.89 (+1.36%)
Weekly Expected Move ±8.7%
$244
$270
$295
$321
$347
Credit Risk of going bust: higher than 75% of companies Debt: 71.6% of company value Bonds: $314.8M held by 285 funds, 120 bp over Treasuries → details ▾
Of US companies ranked in the third-riskiest tenth, about 1 in 140 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $42.05 (down 86%), Lithia Motors, Inc. would be worth roughly what it owes.
Total debt $16.14B against a stock market value of $6.39B.
Distance to default 3.03 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $11.35B (short-term plus half of long-term), stock volatility 40.2%; Altman Z 1.74. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $42.05 (down 86%), Lithia Motors, Inc. would be worth roughly what it owes.
Total debt $16.14B against a stock market value of $6.39B.
Distance to default 3.03 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $11.35B (short-term plus half of long-term), stock volatility 40.2%; Altman Z 1.74. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — LAD
513
Institutional Holders
-21 vs prior quarter
0.0%
Ownership
+0.00pp
$7B
Total Invested
79
New Positions
141
Increased
228
Reduced
64
Closed
1.17
Put/Call Ratio
Ownership Trends
Top Institutional Holders (575 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ABRAMS CAPITAL MANAGEMENT, L.P. | 2,490,534 | $724M | — | +0.0% | 33Q | SEC ↗ |
| 2 | BlackRock, Inc. | 2,397,611 | $697M | -112,969 | -4.5% | 8Q | SEC ↗ |
| 3 | FMR LLC | 2,192,054 | $637M | +422,726 | +23.9% | 39Q | SEC ↗ |
| 4 | HARRIS ASSOCIATES L P | 1,915,329 | $557M | -41,308 | -2.1% | 15Q | SEC ↗ |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1,409,885 | $410M | +20,015 | +1.4% | 102Q | SEC ↗ |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,114,933 | $324M | -39,770 | -3.4% | 2Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 1,031,657 | $300M | -27,247 | -2.6% | 2Q | SEC ↗ |
| 8 | STATE STREET CORP | 774,089 | $225M | -14,481 | -1.8% | 46Q | SEC ↗ |
| 9 | River Road Asset Management, LLC | 682,689 | $198M | +29,874 | +4.6% | 17Q | SEC ↗ |
| 10 | LYRICAL ASSET MANAGEMENT LP | 498,050 | $145M | +37,428 | +8.1% | 22Q | SEC ↗ |
| 11 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 489,990 | $142M | -13,240 | -2.6% | 9Q | SEC ↗ |
| 12 | AMERICAN CENTURY COMPANIES INC | 452,699 | $132M | +274,912 | +154.6% | 15Q | SEC ↗ |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 422,764 | $123M | -47,132 | -10.0% | 87Q | SEC ↗ |
| 14 | COOPERMAN LEON G | 340,000 | $99M | — | +0.0% | 18Q | SEC ↗ |
| 15 | COOKE & BIELER LP | 306,231 | $89M | -40,205 | -11.6% | 2Q | SEC ↗ |
| 16 | BRIDGES INVESTMENT MANAGEMENT INC | 278,265 | $81M | -6,797 | -2.4% | 13Q | SEC ↗ |
| 17 | UBS Group AG | 274,345 | $80M | -118,423 | -30.2% | 47Q | SEC ↗ |
| 18 | MORGAN STANLEY | 248,365 | $72M | +75,680 | +43.8% | 60Q | SEC ↗ |
| 19 | Madison Asset Management, LLC | 230,604 | $67M | -2,078 | -0.9% | 8Q | SEC ↗ |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 227,931 | $66M | +47 | +0.0% | 15Q | SEC ↗ |
| 21 | Sixth Street Partners Management Compa NEW | 227,931 | $66M | — | +0.0% | 1Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 226,043 | $66M | -5,178 | -2.2% | 107Q | SEC ↗ |
| 23 | Tensile Capital Management LP | 222,963 | $65M | — | +0.0% | 30Q | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 216,928 | $63M | -10,447 | -4.6% | 76Q | SEC ↗ |
| 25 | Life Cycle Investment Partners Ltd | 209,362 | $61M | +25,698 | +14.0% | 3Q | SEC ↗ |
| 26 | Chicago Capital, LLC | 195,227 | $57M | -10,598 | -5.1% | 23Q | SEC ↗ |
| 27 | JONES FINANCIAL COMPANIES LLLP | 188,101 | $55M | +101,064 | +116.1% | 9Q | SEC ↗ |
| 28 | NATIXIS ADVISORS, LLC | 187,231 | $54M | +92,415 | +97.5% | 8Q | SEC ↗ |
| 29 | THOMPSON SIEGEL & WALMSLEY LLC | 176,522 | $51M | -2,954 | -1.6% | 4Q | SEC ↗ |
| 30 | NORGES BANK NEW | 158,545 | $46M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Invesco Ltd. | 150,383 | $44M | -3,050 | -2.0% | 72Q | SEC ↗ |
| 32 | MANUFACTURERS LIFE INSURANCE COMPANY, | 147,055 | $43M | -12,308 | -7.7% | 53Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 144,643 | $42M | -5,502 | -3.7% | 2Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 141,516 | $41M | +8,379 | +6.3% | 69Q | SEC ↗ |
| 35 | GOLDMAN SACHS GROUP INC | 138,228 | $40M | +63,117 | +84.0% | 15Q | SEC ↗ |
| 36 | Squarepoint Ops LLC NEW | 131,322 | $38M | — | +0.0% | 1Q | SEC ↗ |
| 37 | AMERIPRISE FINANCIAL INC | 116,733 | $34M | -46,241 | -28.4% | 16Q | SEC ↗ |
| 38 | Gotham Asset Management, LLC | 115,828 | $34M | +108,452 | +1470.3% | 14Q | SEC ↗ |
| 39 | HENNESSY ADVISORS INC | 106,800 | $31M | — | +0.0% | 4Q | SEC ↗ |
| 40 | SCHRODER INVESTMENT MANAGEMENT GROUP | 104,864 | $30M | -1,073 | -1.0% | 8Q | SEC ↗ |
| 41 | AQR CAPITAL MANAGEMENT LLC | 102,541 | $30M | +64,006 | +166.1% | 28Q | SEC ↗ |
| 42 | ProShare Advisors LLC | 94,738 | $28M | +18,061 | +23.6% | 25Q | SEC ↗ |
| 43 | HRT FINANCIAL LP | 92,686 | $27M | +36,097 | +63.8% | 10Q | SEC ↗ |
| 44 | Nuveen, LLC | 84,972 | $25M | -6,141 | -6.7% | 6Q | SEC ↗ |
| 45 | RAYMOND JAMES FINANCIAL INC | 83,734 | $24M | +7,427 | +9.7% | 7Q | SEC ↗ |
| 46 | ROYAL BANK OF CANADA | 83,510 | $24M | -3,010 | -3.5% | 67Q | SEC ↗ |
| 47 | FRANKLIN RESOURCES INC | 81,298 | $24M | +10,568 | +14.9% | 22Q | SEC ↗ |
| 48 | UBS AM, a distinct business unit of UB | 78,309 | $23M | -2,346 | -2.9% | 54Q | SEC ↗ |
| 49 | ROYAL LONDON ASSET MANAGEMENT LTD | 76,408 | $22M | -160,649 | -67.8% | 15Q | SEC ↗ |
| 50 | BANK OF AMERICA CORP /DE | 73,570 | $21M | +715 | +1.0% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 227,931 | $66M |
| NORGES BANK | 158,545 | $46M |
| Squarepoint Ops LLC | 131,322 | $38M |
| Woodline Partners LP | 62,593 | $18M |
| LOGAN CAPITAL MANAGEMENT INC | 52,183 | $15M |
| WINTON GROUP Ltd | 16,562 | $5M |
| Ilex Capital Partners (UK) LLP | 15,039 | $4M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 12,087 | $4M |
| Aquatic Capital Management LLC | 10,371 | $3M |
| Jupiter Topco LLC | 9,836 | $3M |
| NATIXIS | 5,954 | $2M |
| Jain Global LLC | 4,418 | $1M |
| Cerity Partners LLC | 3,619 | $1M |
| Engineers Gate Manager LP | 2,651 | $771K |
| ALLSTATE CORP | 2,318 | $674K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1,560 | $454K |
| Bridgewater Associates, LP | 1,513 | $440K |
| PDT Partners, LLC | 1,400 | $407K |
| HB Wealth Management, LLC | 1,288 | $374K |
| Cambria Investment Management, L.P. | 1,239 | $360K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Conifer Management, L.L.C. | 212,000 | $62M |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 127,605 | $37M |
| Hook Mill Capital Partners, LP | 111,458 | $32M |
| WESTWOOD HOLDINGS GROUP INC | 90,517 | $26M |
| Boston Partners | 35,618 | $10M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 31,443 | $9M |
| Park West Asset Management LLC | 25,468 | $7M |
| Concentric Capital Strategies, LP | 22,688 | $7M |
| Tabor Asset Management, LP | 19,355 | $6M |
| TUDOR INVESTMENT CORP ET AL | 16,705 | $5M |
| WELLINGTON MANAGEMENT GROUP LLP | 15,788 | $5M |
| Empyrean Capital Partners, LP | 15,400 | $4M |
| Holocene Advisors, LP | 15,025 | $4M |
| EVR Research LP | 15,000 | $4M |
| AGP FRANKLIN, LLC | 14,597 | $4M |
| COBALT CAPITAL MANAGEMENT, INC. | 14,332 | $4M |
| BRITISH COLUMBIA INVESTMENT MANAGEM | 12,216 | $4M |
| DEAN INVESTMENT ASSOCIATES, LLC | 11,365 | $3M |
| ExodusPoint Capital Management, LP | 11,333 | $3M |
| Edgestream Partners, L.P. | 10,722 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +422,726 | +23.9% | 2,192,054 |
| AMERICAN CENTURY COMPANIES INC | +274,912 | +154.6% | 452,699 |
| Gotham Asset Management, LLC | +108,452 | +1470.3% | 115,828 |
| JONES FINANCIAL COMPANIES LLLP | +101,064 | +116.1% | 188,101 |
| NATIXIS ADVISORS, LLC | +92,415 | +97.5% | 187,231 |
| MORGAN STANLEY | +75,680 | +43.8% | 248,365 |
| AQR CAPITAL MANAGEMENT LLC | +64,006 | +166.1% | 102,541 |
| GOLDMAN SACHS GROUP INC | +63,117 | +84.0% | 138,228 |
| D. E. Shaw & Co., Inc. | +51,063 | +1091.1% | 55,743 |
| MILLENNIUM MANAGEMENT LLC | +47,614 | +3122.2% | 49,139 |
| HSBC HOLDINGS PLC | +39,624 | +193.4% | 60,113 |
| LYRICAL ASSET MANAGEMENT LP | +37,428 | +8.1% | 498,050 |
| HRT FINANCIAL LP | +36,097 | +63.8% | 92,686 |
| BNP PARIBAS FINANCIAL MARKETS | +30,349 | +164.5% | 48,800 |
| River Road Asset Management, LLC | +29,874 | +4.6% | 682,689 |
| Life Cycle Investment Partners Ltd | +25,698 | +14.0% | 209,362 |
| First Eagle Investment Management, | +22,276 | +51.0% | 65,976 |
| DIMENSIONAL FUND ADVISORS LP | +20,015 | +1.4% | 1,409,885 |
| ProShare Advisors LLC | +18,061 | +23.6% | 94,738 |
| CITIGROUP INC | +16,823 | +149.5% | 28,076 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ROYAL LONDON ASSET MANAGEMENT LTD | -160,649 | -67.8% | 76,408 |
| MARSHALL WACE, LLP | -159,823 | -80.2% | 39,540 |
| BARCLAYS PLC | -129,233 | -90.9% | 12,884 |
| UBS Group AG | -118,423 | -30.2% | 274,345 |
| BlackRock, Inc. | -112,969 | -4.5% | 2,397,611 |
| Advent International, L.P. | -93,288 | -97.9% | 1,985 |
| SEI INVESTMENTS CO | -72,579 | -50.8% | 70,233 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | -53,882 | -97.5% | 1,358 |
| GEODE CAPITAL MANAGEMENT, LLC | -47,132 | -10.0% | 422,764 |
| AMERIPRISE FINANCIAL INC | -46,241 | -28.4% | 116,733 |
| HARRIS ASSOCIATES L P | -41,308 | -2.1% | 1,915,329 |
| COOKE & BIELER LP | -40,205 | -11.6% | 306,231 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -39,770 | -3.4% | 1,114,933 |
| Range Rock Capital, LLC | -31,775 | -94.0% | 2,019 |
| Covalis Capital LLP | -30,158 | -37.8% | 49,710 |
| IMC-Chicago, LLC | -29,642 | -53.8% | 25,490 |
| VANGUARD CAPITAL MANAGEMENT LLC | -27,247 | -2.6% | 1,031,657 |
| Janney Montgomery Scott LLC | -24,803 | -30.7% | 56,091 |
| Walleye Trading LLC | -23,900 | -58.9% | 16,643 |
| Jump Financial, LLC | -20,000 | -94.4% | 1,177 |