Holders over time
- LAMR
- EQIX
| Quarter | LAMR | EQIX |
|---|---|---|
| Q3 2020 | 8 holders, $742m | 19 holders, $8.2bn |
| Q4 2020 | 8 holders, $911m | 21 holders, $8.2bn |
| Q1 2021 | 7 holders, $1.5bn | 19 holders, $7.5bn |
| Q2 2021 | 8 holders, $1.8bn | 17 holders, $7.9bn |
| Q3 2021 | 8 holders, $1.9bn | 15 holders, $7.0bn |
| Q4 2021 | 10 holders, $1.9bn | 18 holders, $6.0bn |
| Q1 2022 | 8 holders, $1.7bn | 18 holders, $6.0bn |
| Q2 2022 | 10 holders, $1.1bn | 23 holders, $5.7bn |
| Q3 2022 | 10 holders, $1.0bn | 20 holders, $4.8bn |
| Q4 2022 | 10 holders, $1.3bn | 15 holders, $5.1bn |
| Q1 2023 | 6 holders, $1.3bn | 17 holders, $5.3bn |
| Q2 2023 | 8 holders, $1.4bn | 20 holders, $6.5bn |
| Q3 2023 | 9 holders, $1.2bn | 16 holders, $6.2bn |
| Q4 2023 | 9 holders, $1.6bn | 19 holders, $6.6bn |
| Q1 2024 | 9 holders, $1.7bn | 27 holders, $7.6bn |
| Q2 2024 | 9 holders, $1.8bn | 21 holders, $8.1bn |
| Q3 2024 | 11 holders, $2.1bn | 26 holders, $9.6bn |
| Q4 2024 | 10 holders, $1.7bn | 28 holders, $10.3bn |
| Q1 2025 | 17 holders, $1.6bn | 31 holders, $8.7bn |
| Q2 2025 | 13 holders, $2.0bn | 30 holders, $7.3bn |
| Q3 2025 | 12 holders, $1.6bn | 28 holders, $7.0bn |
| Q4 2025 | 14 holders, $1.5bn | 26 holders, $8.2bn |
| Q1 2026 | 9 holders, $1.2bn | 31 holders, $11.5bn |
| Q2 2026 | 9 holders, $1.5bn | 31 holders, $12.6bn |
Lamar Advertising Co
- Holders
- 13
- Reported value
- $2.0bn
- Buyers
- 9
- Sellers
- 4
Breadth +5 among 95 comparable managers.
Equinix Inc
- Holders
- 30
- Reported value
- $7.3bn
- Buyers
- 16
- Sellers
- 16
Breadth 0 among 95 comparable managers.
Who holds both, Q2 2025
Both (7)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Fidelity (FMR LLC), Janus Henderson Group Ltd, MFS Investment Management, Wellington Management Group LLP
Only LAMR (6)
Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, Markel Group Inc, Quantbot Technologies LP, Voloridge Investment Management LLC
Only EQIX (23)
AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Elliott Investment Management LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Woodline Partners LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.