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FMR discloses 9.6% Lithia Motors stake for LAD shareholders

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

FMR LLC filed an amended Schedule 13G reporting a significant ownership position in Lithia Motors, Inc. common stock. FMR LLC and Abigail P. Johnson are reported as beneficial owners of 2,186,053.81 shares, representing 9.6% of the outstanding common stock of Lithia Motors.

FMR LLC has sole voting power over 1,971,072.00 shares and sole dispositive power over 2,186,053.81 shares, with no shared voting or dispositive power. The filing notes that one or more other persons have rights to receive dividends or sale proceeds from these securities, but no such person holds more than five percent of the total outstanding common stock.

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Beneficial ownership 2,186,053.81 shares Lithia Motors common stock beneficially owned by FMR LLC and Abigail P. Johnson
Ownership percentage 9.6% Percent of Lithia Motors common stock class beneficially owned
Sole voting power 1,971,072.00 shares Shares of Lithia Motors over which FMR LLC has sole voting power
Sole dispositive power 2,186,053.81 shares Shares of Lithia Motors over which FMR LLC has sole dispositive power
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 2186053.81"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Voting Power financial
"5 | Sole Voting Power 1,971,072.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power financial
"7 | Sole Dispositive Power 2,186,053.81 8 | Shared Dispositive Power 0.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"Please see Exhibit 99 for 13d-1(k) (1) agreement."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What ownership stake in Lithia Motors (LAD) does FMR LLC report in this filing?

FMR LLC reports beneficial ownership of 2,186,053.81 shares of Lithia Motors common stock, representing 9.6% of the class. This makes FMR LLC a significant institutional holder under SEC reporting rules for large shareowners.

How many Lithia Motors (LAD) shares does FMR LLC have voting power over?

FMR LLC has sole voting power over 1,971,072.00 shares of Lithia Motors common stock. It reports no shared voting power, indicating all reported voting authority resides solely with FMR LLC for these shares.

What is Abigail P. Johnson’s reported interest in Lithia Motors (LAD)?

Abigail P. Johnson is reported as a beneficial owner of 2,186,053.81 shares, or 9.6% of Lithia Motors common stock, with sole dispositive power over these shares but no reported voting power, as disclosed in the Schedule 13G amendment.

Does any other person hold over 5% of Lithia Motors (LAD) through FMR accounts?

The filing states that one or more other persons have rights to dividends or sale proceeds from the shares, but that no single person’s interest in Lithia Motors common stock exceeds five percent of the total outstanding class.

What type of power over Lithia Motors (LAD) shares does FMR LLC report?

FMR LLC reports sole dispositive power over 2,186,053.81 shares and sole voting power over 1,971,072.00 shares of Lithia Motors common stock, with no shared voting or dispositive power indicated for any portion of this position.





536797103

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



FMR LLC
Signature:Stephanie J. Brown
Name/Title:Duly authorized under Power of Attorney effective as of January 3, 2023, by and on behalf of FMR LLC and its direct and indirect subsidiaries*
Date:08/05/2026
Abigail P. Johnson
Signature:Stephanie J. Brown
Name/Title:Duly authorized under Power of Attorney effective as of January 26, 2023, by and on behalf of Abigail P. Johnson**
Date:08/05/2026

Comments accompanying signature: * This power of attorney is incorporated herein by reference to Exhibit 24 to the Schedule 13G filed by FMR LLC on January 10, 2023, accession number: 0000315066-23-000003. ** This power of attorney is incorporated herein by reference to Exhibit 24 to the Schedule 13G filed by FMR LLC on January 31, 2023, accession number: 0000315066-23-000038.
Exhibit Information

Please see Exhibit 99 for 13d-1(k) (1) agreement.