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LAMR in the 13F filings

Lamar Advertising Co · CUSIP 512816109

Sector · Real estateTheme · Real estate investment trusts
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Sep 2025
the date the book describes
Filed
9 Dec 2025
latest of these filings; the earliest 29 Oct 2025
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 10 listed it in both
Shares listed
12,912,394
combined, among listed positions
Reported value
$1.6bn
combined, at the quarter end

Among the 95 comparable managers: 7 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing LAMR in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
Janus Henderson Group Ltd4,278,648$524m0.24%Added+6,65314 Nov 2025 (the filing on sec.gov)
Wellington Management Group LLP1,962,256$240munder 0.1%Trimmed-132,31914 Nov 2025 (the filing on sec.gov)
AQR Capital Management LLC1,587,887$193m0.12%Added+112,36214 Nov 2025 (the filing on sec.gov)
Berkshire Hathaway Inc1,202,110$147m0.06%Added+32,60314 Nov 2025 (the filing on sec.gov)
MFS Investment Management1,064,441$130munder 0.1%Added+197,17529 Oct 2025 (the filing on sec.gov)
Capital World Investors903,020$111munder 0.1%Held013 Nov 2025 (the filing on sec.gov)
Egerton Capital UK LLP723,857$89m0.93%Newnew12 Nov 2025 (the filing on sec.gov)
Artisan Partners LP626,285$77m0.11%Trimmed-50,68612 Nov 2025 (the filing on sec.gov)
Tudor Investment Corp181,849$22munder 0.1%Newnew9 Dec 2025 (the filing on sec.gov)
Voloridge Investment Management LLC176,936$22m0.07%Trimmed-36,86614 Nov 2025 (the filing on sec.gov)
Markel Group Inc170,000$21m0.17%Added+12,00031 Oct 2025 (the filing on sec.gov)
Quantbot Technologies LP35,105$4.3m0.12%Trimmed-23,39612 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 9 in Q2 2026

Tracked managers listing it, at least.

05101520201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
LAMR by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20145$385mn.a.n.a.
Q1 20157$716mn.a.n.a.
Q2 20159$733mn.a.n.a.
Q3 20155$714mn.a.n.a.
Q4 20159$872mn.a.n.a.
Q1 20166$907mn.a.n.a.
Q2 20165$905mn.a.n.a.
Q3 20165$1.1bnn.a.n.a.
Q4 20167$1.1bnn.a.n.a.
Q1 20179$1.2bnn.a.n.a.
Q2 20178$1.7bnn.a.n.a.
Q3 20177$1.6bnn.a.n.a.
Q4 20179$1.6bnn.a.n.a.
Q1 201810$1.0bnn.a.n.a.
Q2 20188$1.1bnn.a.n.a.
Q3 20186$1.1bnn.a.n.a.
Q4 20187$984mn.a.n.a.
Q1 20197$1.1bnn.a.n.a.
Q2 20197$1.3bnn.a.n.a.
Q3 20198$1.4bnn.a.n.a.
Q4 20198$1.4bnn.a.n.a.
Q1 20209$673mn.a.n.a.
Q2 202011$916mn.a.n.a.
Q3 20208$742mn.a.n.a.
Q4 20208$911mn.a.n.a.
Q1 20217$1.5bnn.a.n.a.
Q2 20218$1.8bnn.a.n.a.
Q3 20218$1.9bnn.a.n.a.
Q4 202110$1.9bnn.a.n.a.
Q1 20228$1.7bnn.a.n.a.
Q2 202210$1.1bnn.a.n.a.
Q3 202210$1.0bnn.a.n.a.
Q4 202210$1.3bnn.a.n.a.
Q1 20236$1.3bnn.a.n.a.
Q2 20238$1.4bnn.a.n.a.
Q3 20239$1.2bnn.a.n.a.
Q4 20239$1.6bn44
Q1 20249$1.7bn62
Q2 20249$1.8bn45
Q3 202411$2.1bn74
Q4 202410$1.7bn73
Q1 202517$1.6bn134
Q2 202513$2.0bn94
Q3 202512$1.6bn74
Q4 202514$1.5bn1518
Q1 20269$1.2bn1517
Q2 20269$1.5bn1614

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

LAMR and WELL →LAMR and EQIX →LAMR and PLD →Choose a stock to compare with LAMR →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own LAMR, latest filings →Back to the 13F Explorer →