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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
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 12 listed it in both
Shares listed
17,780,400
combined, among listed positions
Reported value
$2.3bn
combined, at the quarter end

Among the 92 comparable managers: 15 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,512,817.

Managers listing LAMR in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
Janus Henderson Group Ltd3,539,646$448m0.20%Trimmed-739,00217 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)3,421,313$433munder 0.1%Trimmed-481,40317 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP2,027,080$257munder 0.1%Added+64,82417 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC1,237,457$156m0.08%Trimmed-350,43017 Feb 2026 (the filing on sec.gov)
Berkshire Hathaway Inc1,202,410$152m0.06%Added+30017 Feb 2026 (the filing on sec.gov)
Invesco Ltd1,068,531$135munder 0.1%Added+76,54119 Feb 2026 (the filing on sec.gov)
Capital World Investors903,020$114munder 0.1%Held011 Feb 2026 (the filing on sec.gov)
MFS Investment Management815,873$103munder 0.1%Trimmed-248,56822 Jan 2026 (the filing on sec.gov)
Egerton Capital UK LLP722,083$91m0.99%Trimmed-1,77411 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc715,787$91munder 0.1%Added+76,40917 Feb 2026 (the filing on sec.gov)
Artisan Partners LP531,910$67m0.10%Trimmed-94,37517 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP241,002$31munder 0.1%Added+207,99117 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp203,465$26munder 0.1%Added+21,61617 Feb 2026 (the filing on sec.gov)
Markel Group Inc185,000$23m0.19%Added+15,0006 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC184,903$23m0.08%Added+7,96717 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP147,252$19munder 0.1%Trimmed-1,68817 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP122,434$15m0.12%Newnew17 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP110,900$14munder 0.1%Added+87,90017 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC79,461$10munder 0.1%Trimmed-25,16317 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC72,050$9.1munder 0.1%Added+67,21312 Feb 2026 (the filing on sec.gov)
Millennium Management LLC54,467$6.9munder 0.1%Trimmed-188,02917 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.43,078$5.5munder 0.1%Added+37,45217 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC41,770$5.3munder 0.1%Trimmed-9,35627 Oct 2026 (the filing on sec.gov)
Arrowstreet Capital LP33,610$4.3munder 0.1%Trimmed-57,89513 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP23,388$3.0m0.10%Trimmed-11,71710 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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 (3)

Exited (2)

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 →