Lamar Advertising Co
LAMR- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001090425
In the last 90 days, Lamar Advertising Co insiders filed 0 open-market purchases and 1 sale; 780 institutions reported holding it in 13F filings for Q2 2026, worth $13.4B in total; superinvestors Markel Group and Gardner Russo & Quinn hold it.
13F holders, Q4 2023
Institutional positions in Lamar Advertising Co as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 500
- +50 vs. Q3 2023
- Shares held
- 83.9M
- +1.43M (+1.7%) vs. Q3 2023
- Total value
- $8.92B
- +$2.04B (+29.6%) vs. Q3 2023
- New holders
- 86
- 149 more added
- Sold out
- 36
- 206 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LAMR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 780 | $13.4B |
| Q1 2026 | 696 | $10.9B |
| Q4 2025 | 681 | $10.9B |
| Q3 2025 | 648 | $10.7B |
| Q2 2025 | 621 | $10.5B |
| Q1 2025 | 613 | $9.77B |
| Q4 2024 | 600 | $10.3B |
| Q3 2024 | 582 | $10.9B |
| Q2 2024 | 551 | $9.84B |
| Q1 2024 | 517 | $9.82B |
| Q4 2023 | 500 | $8.92B |
| Q3 2023 | 453 | $6.89B |
| Q2 2023 | 468 | $8.12B |
| Q1 2023 | 470 | $8.15B |
| Q4 2022 | 457 | $7.83B |
| Q3 2022 | 442 | $6.77B |
| Q2 2022 | 449 | $7.18B |
| Q1 2022 | 428 | $9.27B |
| Q4 2021 | 435 | $9.61B |
| Q3 2021 | 413 | $9.02B |
| Q2 2021 | 400 | $8.39B |
| Q1 2021 | 394 | $7.42B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Lamar Advertising Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 59,761 | $6.35M | 0.00% | −834−1.4% | Reduced |
| Amalgamated Bank | 60,023 | $6.38M | 0.05% | −1,541−2.5% | Reduced |
| Adelante Capital Management LLC | 60,117 | $6.39M | 0.44% | +5,091+9.3% | Added |
| State of Tennessee, Treasury Department | 60,900 | $6.47M | 0.03% | −24,300−28.5% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 62,000 | $6.59M | 0.07% | +11,500+22.8% | Added |
| Franklin Resources Inc | 62,390 | $6.63M | 0.00% | +30,311+94.5% | Added |
| United Capital Financial Advisers, LLC | 64,821 | $6.89M | 0.06% | −168,963−72.3% | Reduced |
| Beacon Financial Group | 66,525 | $7.07M | 0.86% | −2,681−3.9% | Reduced |
| Heartland Advisors Inc | 62,686 | $7.18M | 0.38% | +10,585+20.3% | Added |
| Russell Investments Group, Ltd. | 68,748 | $7.31M | 0.01% | −34,776−33.6% | Reduced |
| Great West Life Assurance Co | 69,329 | $7.35M | 0.02% | −6,940−9.1% | Reduced |
| Ensign Peak Advisors, Inc | 70,191 | $7.46M | 0.01% | −15,577−18.2% | Reduced |
| New York State Common Retirement Fund | 73,737 | $7.84M | 0.01% | −9,856−11.8% | Reduced |
| ExodusPoint Capital Management, LP | 73,999 | $7.87M | 0.10% | +73,999 | New |
| Voya Investment Management LLC | 74,400 | $7.91M | 0.01% | −7,212−8.8% | Reduced |
| Texas Permanent School Fund | 75,622 | $8.04M | 0.07% | +1,308+1.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 79,335 | $8.43M | 0.15% | +79,335 | New |
| Rivermont Capital Management LP | 79,610 | $8.46M | 3.46% | +79,610 | New |
| MML Investors Services, LLC | 79,741 | $8.47M | 0.04% | +16,285+25.7% | Added |
| Truist Financial Corp | 83,641 | $8.89M | 0.01% | −6,217−6.9% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 88,862 | $9.44M | 1.03% | −1,150−1.3% | Reduced |
| Algert Global LLC | 90,105 | $9.58M | 0.39% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 91,192 | $9.69M | 0.21% | −2,238−2.4% | Reduced |
| California State Teachers Retirement System | 92,885 | $9.87M | 0.01% | −4,193−4.3% | Reduced |
| State Board of Administration of Florida Retirement System | 97,304 | $10.3M | 0.02% | +124+0.1% | Added |
| Gilman Hill Asset Management, LLC | 99,760 | $10.6M | 1.99% | −3,615−3.5% | Reduced |
| Eudaimonia Advisors LLC | 107,554 | $11.4M | 7.39% | −299−0.3% | Reduced |
| Retirement Systems of Alabama | 109,688 | $11.7M | 0.05% | +385+0.4% | Added |
| Credit Suisse AG | 111,608 | $11.9M | 0.01% | +20,261+22.2% | Added |
| American International Group, Inc. | 118,874 | $12.6M | 0.05% | −5,055−4.1% | Reduced |
| Colony Capital, Inc. | 122,442 | $13.0M | 1.33% | −221,055−64.4% | Reduced |
| Barclays PLC | 123,302 | $13.1M | 0.01% | +67,919+122.6% | Added |
| New York State Teachers Retirement System | 126,128 | $13.4M | 0.03% | −1,680−1.3% | Reduced |
| Mackenzie Financial Corp | 127,717 | $13.6M | 0.02% | +127,717 | New |
| Glenmede Trust Co NA | 133,106 | $14.1M | 0.07% | +133,106 | New |
| Kayne Anderson Rudnick Investment Management LLC | 135,513 | $14.4M | 0.04% | −1,251−0.9% | Reduced |
| UBS Group AG | 137,536 | $14.6M | 0.01% | −13,655−9.0% | Reduced |
| Cercano Management LLC | 138,533 | $14.7M | 0.49% | 00.0% | Unchanged |
| Ranger Global Real Estate Advisors, LLC | 138,876 | $14.8M | 3.03% | −338,264−70.9% | Reduced |
| UBS Asset Management Americas Inc | 150,690 | $16.0M | 0.01% | +650.0% | Added |
| Manufacturers Life Insurance Company, The | 156,444 | $16.6M | 0.01% | −18,495−10.6% | Reduced |
| Alliancebernstein L.P. | 156,532 | $16.6M | 0.01% | −13,129−7.7% | Reduced |
| Royal Bank of Canada | 166,677 | $17.7M | 0.00% | +27,507+19.8% | Added |
| Swiss National Bank | 172,538 | $18.3M | 0.01% | −19,800−10.3% | Reduced |
| California Public Employees Retirement System | 173,891 | $18.5M | 0.01% | −2,701−1.5% | Reduced |
| Private Management Group Inc | 177,661 | $18.9M | 0.72% | +31,102+21.2% | Added |
| Legal & General Group Plc | 184,874 | $19.6M | 0.01% | −7,065−3.7% | Reduced |
| WS Management LLLP | 205,753 | $21.9M | 2.15% | +113,400+122.8% | Added |
| Van Cleef Asset Management,Inc | 210,680 | $22.4M | 3.15% | +347+0.2% | Added |
| Clearbridge Investments, LLC | 218,138 | $23.2M | 0.02% | −189,540−46.5% | Reduced |
| Nuveen Asset Management, LLC | 231,979 | $24.7M | 0.01% | −4,610−1.9% | Reduced |
| Goldman Sachs Group Inc | 233,658 | $24.8M | 0.01% | −10,474−4.3% | Reduced |
| LFL Advisers, LLC | 246,173 | $26.2M | 11.37% | 00.0% | Unchanged |
| Schroder Investment Management Group | 254,251 | $27.0M | 0.04% | +3,520+1.4% | Added |
| Rhumbline Advisers | 291,714 | $31.0M | 0.03% | −8,230−2.7% | Reduced |
| Osterweis Capital Management Inc | 311,784 | $33.1M | 2.10% | −2,163−0.7% | Reduced |
| Neuberger Berman Group LLC | 312,423 | $33.2M | 0.03% | +40,881+15.1% | Added |
| Principal Financial Group Inc | 324,275 | $34.5M | 0.02% | −1,832−0.6% | Reduced |
| Raymond James & Associates | 334,343 | $35.5M | 0.03% | +33,036+11.0% | Added |
| Federated Hermes, Inc. | 335,007 | $35.6M | 0.09% | −51,218−13.3% | Reduced |
| Ci Investments Inc. | 340,153 | $36.2M | 0.19% | −5,607−1.6% | Reduced |
| Centersquare Investment Management LLC | 340,181 | $36.2M | 0.40% | +315,034+1,252.8% | Added |
| Daiwa Securities Group Inc. | 349,884 | $37.2M | 0.23% | −353−0.1% | Reduced |
| 59 North Capital Management, LP | 358,143 | $38.1M | 3.07% | +358,143 | New |
| Zacks Investment Management | 361,274 | $38.4M | 0.47% | +24,661+7.3% | Added |
| Norges Bank | 361,363 | $38.4M | 0.01% | −392,815−52.1% | Reduced |
| Bank of America Corp | 376,847 | $40.1M | 0.00% | +8,142+2.2% | Added |
| Miller Howard Investments Inc | 390,474 | $41.5M | 1.45% | +22,778+6.2% | Added |
| Boston Trust Walden Corp | 392,374 | $41.7M | 0.31% | +3,259+0.8% | Added |
| Envestnet Asset Management Inc | 421,129 | $44.8M | 0.02% | +10,163+2.5% | Added |
| Massachusetts Financial Services Co | 486,192 | $51.7M | 0.02% | +95,316+24.4% | Added |
| Anchor Capital Advisors LLC | 497,558 | $52.9M | 1.40% | +62,316+14.3% | Added |
| Price T Rowe Associates Inc | 544,262 | $57.8M | 0.01% | −217,512−28.6% | Reduced |
| HighTower Advisors, LLC | 619,775 | $65.9M | 0.11% | +19,716+3.3% | Added |
| Artisan Partners Limited Partnership | 685,779 | $72.9M | 0.11% | −30,103−4.2% | Reduced |
| Makaira Partners LLC | 860,480 | $91.5M | 12.05% | +103,818+13.7% | Added |
| Morningstar Investment Services LLC | 913,833 | $98.3M | 0.55% | +451,429+97.6% | Added |
| Cohen & Steers, Inc. | 927,605 | $98.6M | 0.20% | −26,903−2.8% | Reduced |
| Northern Trust Corp | 945,198 | $100.5M | 0.02% | −94,592−9.1% | Reduced |
| Ameriprise Financial Inc | 955,018 | $101.5M | 0.03% | −75,049−7.3% | Reduced |
| Wells Fargo & Company | 985,902 | $104.8M | 0.03% | −38,620−3.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,040,023 | $110.5M | 0.03% | +30,567+3.0% | Added |
| Wellington Management Group LLP | 1,046,810 | $111.3M | 0.02% | +1,046,810 | New |
| Bank of New York Mellon Corp | 1,202,326 | $127.8M | 0.03% | −144,954−10.8% | Reduced |
| Dimensional Fund Advisors LP | 1,248,460 | $132.7M | 0.04% | −6,870−0.5% | Reduced |
| Hamlin Capital Management, LLC | 1,351,312 | $143.6M | 4.52% | −8,890−0.7% | Reduced |
| JPMorgan Chase & Co | 1,435,553 | $152.6M | 0.02% | −6,115−0.4% | Reduced |
| Select Equity Group, L.P. | 1,504,205 | $159.9M | 0.59% | −88,706−5.6% | Reduced |
| Geode Capital Management, LLC | 1,619,626 | $172.2M | 0.02% | +51,610+3.3% | Added |
| Davenport & Co LLC | 1,762,874 | $188.3M | 1.30% | −125,808−6.7% | Reduced |
| Morgan Stanley | 1,822,383 | $193.7M | 0.02% | +537,681+41.9% | Added |
| Capital World Investors | 2,003,322 | $212.9M | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 2,141,222 | $227.6M | 0.05% | +447,775+26.4% | Added |
| State Street Corp | 2,561,328 | $272.2M | 0.01% | +90,240+3.7% | Added |
| Boston Partners | 2,953,214 | $313.9M | 0.42% | +727,207+32.7% | Added |
| Victory Capital Management Inc | 4,124,537 | $438.4M | 0.46% | −124,607−2.9% | Reduced |
| Janus Henderson Group PLC | 4,594,103 | $488.3M | 0.29% | −31,900−0.7% | Reduced |
| FMR LLC | 5,430,996 | $577.2M | 0.04% | −1,010,949−15.7% | Reduced |
| BlackRock Inc. | 8,444,020 | $897.4M | 0.02% | +393,105+4.9% | Added |
| Vanguard Group Inc | 12,640,281 | $1.34B | 0.03% | −68,167−0.5% | Reduced |