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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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 1 May 2026
Managers listing it
25
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 11 listed it in both
Shares listed
16,569,323
combined, among listed positions
Reported value
$2.1bn
combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 15 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -1,011,515.

Managers listing LAMR in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

25 of 25 holders

ActionFiling
Fidelity (FMR LLC)3,803,153$482munder 0.1%Added+381,84015 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd2,765,131$350m0.17%Trimmed-774,51518 May 2026 (the filing on sec.gov)
Wellington Management Group LLP2,098,642$266munder 0.1%Added+71,56215 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,246,928$158munder 0.1%Added+531,14115 May 2026 (the filing on sec.gov)
AQR Capital Management LLC1,245,103$154m0.07%Added+7,64615 May 2026 (the filing on sec.gov)
Egerton Capital UK LLP1,088,744$138m1.53%Added+366,66113 May 2026 (the filing on sec.gov)
Invesco Ltd1,076,864$136munder 0.1%Added+8,33312 May 2026 (the filing on sec.gov)
Capital World Investors903,020$114munder 0.1%Held013 May 2026 (the filing on sec.gov)
MFS Investment Management† Value as filed implies a price far from other filers'.727,211$98munder 0.1%Trimmed-88,66214 May 2026 (the filing on sec.gov)
Artisan Partners LP464,722$59m0.09%Trimmed-67,18813 May 2026 (the filing on sec.gov)
Two Sigma Investments LP317,343$40munder 0.1%Added+76,34115 May 2026 (the filing on sec.gov)
Markel Group Inc193,000$24m0.20%Added+8,0001 May 2026 (the filing on sec.gov)
AllianceBernstein LP147,012$19munder 0.1%Trimmed-24015 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC98,212$12munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC85,156$11munder 0.1%Added+82,22913 May 2026 (the filing on sec.gov)
Citadel Advisors LLC84,395$11munder 0.1%Added+4,93415 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC60,708$7.7munder 0.1%Trimmed-124,19515 May 2026 (the filing on sec.gov)
Tudor Investment Corp60,132$7.6munder 0.1%Trimmed-143,33315 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC42,633$5.5munder 0.1%Added+86327 Oct 2026 (the filing on sec.gov)
Quantbot Technologies LP29,595$3.7m0.15%Added+6,20713 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP9,120$1.2munder 0.1%Trimmed-24,49014 May 2026 (the filing on sec.gov)
GAMCO Investors Inc7,523$953kunder 0.1%Added+7814 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.7,430$941kunder 0.1%Trimmed-35,64815 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP4,595$582kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP2,951$374kunder 0.1%Trimmed-63815 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (8)

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 →