利西亞汽車公司
US ˙ NYSE ˙ US5367971034

SecurityLAD / Lithia Motors, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership70,730 shares
Latest Disclosed Value $ 17,662,788
Franklin Resources Inc reports 23.43% decrease in ownership of LAD / Lithia Motors, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 70,730 shares of Lithia Motors, Inc. (US:LAD) valued at $17,662,696 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 92,379 shares of Lithia Motors, Inc.. This represents a change in shares of -23.43% during the quarter. The current value of the position is $20,554,138 USD.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F LITHIA MTRS COM 536797103 70,730 -21,649 -23.43 17,663 -42.47 0.0043
2026-02-11 2025-12-31 13F LITHIA MTRS COM 536797103 92,379 -22,456 -19.56 30,700 -15.40 0.0075
2025-11-13 2025-09-30 13F LITHIA MTRS COM 536797103 114,835 9,069 8.57 36,288 1.56 0.0090
2025-08-12 2025-06-30 13F LITHIA MTRS COM 536797103 105,766 10,641 11.19 35,730 27.96 0.0095
2025-05-13 2025-03-31 13F LITHIA MTRS COM 536797103 95,125 2,296 2.47 27,923 -15.84 0.0080
2025-02-12 2024-12-31 13F LITHIA MTRS COM 536797103 92,829 -3,070 -3.20 33,180 12.15 0.0092
2024-11-27 2024-09-30 13F/A-1 LITHIA MTRS COM 536797103 95,899 2,261 2.41 29,585 25.15 0.0083
2024-11-12 2024-09-30 13F LITHIA MTRS COM 536797103 95,899 2,261 29,585 0.0014
2024-08-14 2024-06-30 13F LITHIA MTRS COM 536797103 93,638 -1,867 -1.95 23,639 -17.73 0.0073
2024-05-13 2024-03-31 13F LITHIA MTRS COM 536797103 95,505 -5,159 -5.12 28,734 -13.31 0.0091
2024-02-09 2023-12-31 13F LITHIA MTRS COM 536797103 100,664 25,523 33.97 33,147 49.37 0.0155
2023-11-13 2023-09-30 13F LITHIA MTRS COM 536797103 75,141 -101,135 -57.37 22,191 -58.60 0.0113
2023-08-11 2023-06-30 13F LITHIA MTRS COM 536797103 176,276 22,354 14.52 53,607 52.13 0.0255
2023-05-12 2023-03-31 13F LITHIA MTRS COM 536797103 153,922 101,859 195.65 35,237 230.58 0.0177
2023-02-10 2022-12-31 13F LITHIA MTRS COM 536797103 52,063 -14,538 -21.83 10,659 -25.41 0.0055
2022-11-14 2022-09-30 13F LITHIA MTRS COM 536797103 66,601 2,821 4.42 14,290 -18.47 0.0078
2022-08-11 2022-06-30 13F LITHIA MTRS COM 536797103 63,780 3,864 6.45 17,528 -2.53 0.0087
2022-05-13 2022-03-31 13F LITHIA MTRS COM 536797103 59,916 -42,227 -41.34 17,983 -40.71 0.0072
2022-02-11 2021-12-31 13F LITHIA MTRS COM 536797103 102,143 -19,035 -15.71 30,332 -21.05 0.0109
2021-11-12 2021-09-30 13F LITHIA MTRS COM 536797103 121,178 -35,430 -22.62 38,418 -28.61 0.0145
2021-08-13 2021-06-30 13F LITHIA MTRS COM 536797103 156,608 -727 -0.46 53,818 -12.31 0.0206
2021-05-13 2021-03-31 13F LITHIA MTRS CL A 536797103 157,335 -16,188 -9.33 61,374 20.85 0.0250
2021-02-10 2020-12-31 13F LITHIA MTRS CL A 536797103 173,523 -1,692 -0.97 50,785 27.16 0.0215
2020-11-12 2020-09-30 13F LITHIA MTRS CL A 536797103 175,215 -1,210 -0.69 39,939 7.44 0.0193
2020-08-13 2020-06-30 13F LITHIA MTRS CL A 536797103 176,425 4,426 2.57 37,172 164.23 0.0191
2020-05-13 2020-03-31 13F LITHIA MTRS CL A 536797103 171,999 20,656 13.65 14,068 -36.76 0.0094
2020-03-11 2019-12-31 13F/A-1 LITHIA MTRS CL A 536797103 151,343 -108,694 -41.80 22,247 -35.37 0.0117
2020-02-12 2019-12-31 13F LITHIA MTRS CL A 536797103 151,343 -108,694 22,247 2,810.1007
2019-11-14 2019-09-30 13F LITHIA MTRS CL A 536797103 260,037 -48,539 -15.73 34,424 -6.08 0.0187
2019-08-14 2019-06-30 13F LITHIA MTRS CL A 536797103 308,576 -29,544 -8.74 36,653 16.88 0.0195
2019-05-15 2019-03-31 13F/A-1 LITHIA MTRS CL A 536797103 338,120 1,068 0.32 31,360 21.90 0.0168
2019-05-14 2019-03-31 13F LITHIA MTRS CL A 536797103 338,120 1,068 31,360
2019-02-12 2018-12-31 13F LITHIA MTRS CL A 536797103 337,052 31,577 10.34 25,727 3.13 0.0155
2018-11-13 2018-09-30 13F LITHIA MTRS CL A 536797103 305,475 42,122 15.99 24,945 0.16 0.0124
2018-08-14 2018-06-30 13F LITHIA MTRS CL A 536797103 263,353 100 0.04 24,905 -5.88 0.0128
2018-05-10 2018-03-31 13F LITHIA MTRS CL A 536797103 263,253 -7,907 -2.92 26,462 -14.09 0.0134
2018-02-14 2017-12-31 13F LITHIA MTRS CL A 536797103 271,160 -15,385 -5.37 30,801 -10.65 0.0148
2017-11-13 2017-09-30 13F LITHIA MTRS CL A 536797103 286,545 -25,914 -8.29 34,474 17.09 0.0169
2017-08-10 2017-06-30 13F LITHIA MTRS CL A 536797103 312,459 -42,643 -12.01 29,443 -3.19 0.0147
2017-05-12 2017-03-31 13F LITHIA MTRS CL A 536797103 355,102 -438 -0.12 30,414 -11.65 0.0154
2017-02-14 2016-12-31 13F LITHIA MTRS CL A 536797103 355,540 35,967 11.25 34,426 12.78 0.0178
2016-11-14 2016-09-30 13F LITHIA MTRS CL A 536797103 319,573 -92,634 -22.47 30,526 4.20 0.0160
2016-08-11 2016-06-30 13F LITHIA MTRS CL A 536797103 412,207 412,207 0.00 29,296 0.0158
2016-05-10 2016-03-31 13F LITHIA MTRS CL A 536797103 0 0 0 0.0000
2016-04-27 2015-12-31 13F/A-1 LITHIA MTRS CL A 536797103 0 0 0 0.0000
2015-11-10 2015-09-30 13F LITHIA MTRS CL A 536797103 0 -305,191 -100.00 0 -100.00
2015-08-12 2015-06-30 13F LITHIA MTRS CL A 536797103 305,191 -106,176 -25.81 34,536 -15.55 0.0157
2015-05-14 2015-03-31 13F LITHIA MTRS CL A 536797103 411,367 3,261 0.80 40,894 15.59 0.0185
2015-02-10 2014-12-31 13F LITHIA MTRS CL A 536797103 408,106 -54,147 -11.71 35,378 1.11 0.0160
2014-11-12 2014-09-30 13F LITHIA MTRS CL A 536797103 462,253 -178,095 -27.81 34,988 -41.92 0.0160
2014-08-12 2014-06-30 13F LITHIA MTRS CL A 536797103 640,348 -19,241 -2.92 60,238 37.42 0.0265
2014-05-13 2014-03-31 13F LITHIA MTRS CL A 536797103 659,589 228,312 52.94 43,836 46.42 0.0207
2014-02-12 2013-12-31 13F LITHIA MTRS CL A 536797103 431,277 163,523 61.07 29,939 53.26 0.0146
2013-11-14 2013-09-30 13F LITHIA MTRS CL A 536797103 267,754 32,772 13.95 19,535 55.94 0.0104
2013-08-09 2013-06-30 13F LITHIA MTRS CL A 536797103 234,982 234,982 12,527 0.0072
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.