LAMR — LAMAR ADVERTISING CO
As of Q2 2026, 38 SEC-registered investment managers reported holding LAMR (LAMAR ADVERTISING CO) in their latest 13F filings, with a combined reported value of $5.12B across 33.86M shares. That is -6.6% by share count (-2.38M shares) versus the previous quarter, while reported value moved +15.5%. Ownership is concentrated: the five largest holders account for 58.7% of reported value and the top ten for 77.1%.
Compared with the prior quarter, 3 opened new positions, 13 added to existing stakes, 17 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
LAMR is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 11.92M | $1.51B | 0.02% | Reduce |
| BlackRock Inc history | Q2 2026 | 9.61M | $1.50B | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 3.17M | $494.46M | 0.02% | Reduce |
| Geode Capital Management history | Q2 2026 | 2.81M | $437.97M | 0.02% | Add |
| Janus Henderson Group history | Q1 2026 | 2.77M | $350.24M | 0.17% | Reduce |
| Wellington Management Group history | Q2 2026 | 2.13M | $331.57M | 0.06% | Add |
| Northern Trust Corp history | Q2 2026 | 1.54M | $239.68M | 0.03% | Reduce |
| Morgan Stanley history | Q2 2026 | 1.44M | $223.89M | 0.01% | Add |
| AQR Capital Management history | Q2 2026 | 1.43M | $222.01M | 0.08% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 1.34M | $209.36M | 0.03% | Add |
| Berkshire Hathaway history | Q4 2025 | 1.20M | $152.20M | 0.06% | Hold |
| Invesco Ltd history | Q2 2026 | 936.80K | $146.12M | 0.01% | Reduce |
| Capital World Investors history | Q2 2026 | 903.02K | $140.85M | 0.02% | Hold |
| BNY Mellon history | Q2 2026 | 877.30K | $136.84M | 0.02% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 775.94K | $121.03M | 0.01% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 751.00K | $117.14M | 0.02% | Reduce |
| CPP Investments history | Q2 2026 | 742.17K | $115.76M | 0.06% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 638.41K | $99.58M | 0.01% | Add |
| MFS Investment Management history | Q2 2026 | 507.50K | $84.55M | 0.03% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 508.52K | $80.16M | 0.01% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 508.52K sh · $80.16M
- Marshall Wace 206.92K sh · $32.27M
- Millennium Management 113.00K sh · $17.63M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 2.77M sh · $350.24M
- Ontario Teachers Pension Plan sold 10.85K sh · $1.37M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 9.42M | 10.28M | 10.35M | 9.80M | 9.73M | 9.85M | 9.98M | 9.61M |
| Fidelity Management & Research (FMR) | 7.73M | 7.42M | 7.22M | 5.20M | 4.73M | 5.82M | 6.18M | 6.54M | 6.44M | 5.43M | 5.27M | 5.08M | 4.98M | 5.53M | 4.22M | 4.51M | 3.90M | 3.42M | 3.80M | 3.17M |
| Geode Capital Management | 1.36M | 1.37M | 1.42M | 1.39M | 1.37M | 1.43M | 1.47M | 1.53M | 1.57M | 1.62M | 1.68M | 1.96M | 2.05M | 2.11M | 1.83M | 2.34M | 2.35M | 2.38M | 2.53M | 2.81M |
| Wellington Management Group | — | — | — | — | — | — | — | — | — | 1.05M | 1.25M | 1.36M | 1.97M | 1.82M | 1.71M | 2.09M | 1.96M | 2.03M | 2.10M | 2.13M |
| Northern Trust Corp | 907.52K | 975.07K | 992.86K | 811.35K | 974.41K | 1.14M | 1.19M | 1.10M | 1.04M | 945.20K | 793.59K | 887.90K | 849.65K | 1.28M | 1.28M | 1.32M | 1.63M | 1.57M | 1.56M | 1.54M |
| Morgan Stanley | 1.24M | 1.05M | 904.25K | 990.95K | 921.65K | 1.38M | 1.40M | 1.54M | 1.28M | 1.82M | 1.80M | 1.77M | 1.53M | 1.91M | 1.53M | 1.13M | 1.15M | 1.19M | 1.38M | 1.44M |
| AQR Capital Management | 16.57K | 14.17K | 107.84K | 32.01K | 26.70K | 33.59K | 44.95K | 36.76K | 32.27K | 49.13K | 125.76K | 98.91K | 121.63K | 125.35K | 659.31K | 1.48M | 1.59M | 1.24M | 1.25M | 1.43M |
| Charles Schwab Investment Management | 870.04K | 887.65K | 929.94K | 925.65K | 939.60K | 978.67K | 996.13K | 1.00M | 1.01M | 1.04M | 1.06M | 1.05M | 1.09M | 1.10M | 1.11M | 1.16M | 1.16M | 1.22M | 1.29M | 1.34M |
| Invesco Ltd | 518.67K | 495.10K | 1.42M | 1.45M | 1.16M | 1.16M | 1.21M | 1.18M | 1.69M | 2.14M | 1.85M | 1.52M | 678.63K | 457.66K | 534.01K | 501.53K | 991.99K | 1.07M | 1.08M | 936.80K |
| Capital World Investors | 2.00M | 2.00M | 2.00M | 2.00M | 2.00M | 2.00M | 2.00M | 2.00M | 2.00M | 2.00M | 2.00M | 2.00M | 2.01M | 1.20M | 903.02K | 903.02K | 903.02K | 903.02K | 903.02K | 903.02K |
| BNY Mellon | 1.08M | 1.06M | 1.16M | 1.17M | 1.17M | 1.37M | 1.40M | 1.38M | 1.36M | 1.21M | 1.15M | 1.15M | 1.06M | 1.06M | 1.04M | 1.00M | 976.06K | 870.35K | 898.37K | 877.30K |
| Norges Bank Investment Management | — | — | — | — | — | 844.31K | — | — | — | 361.36K | — | 602.15K | — | 470.31K | — | 957.81K | — | 827.18K | — | 775.94K |
| Wells Fargo & Co | 1.09M | 1.04M | 1.09M | 1.04M | 1.00M | 1.02M | 1.08M | 1.07M | 1.02M | 985.90K | 936.57K | 888.99K | 854.94K | 842.84K | 828.85K | 835.94K | 819.53K | 798.92K | 766.53K | 751.00K |
| CPP Investments | 25.38K | 25.67K | 600 | 2.00K | 400 | 400 | — | — | — | — | — | — | — | — | — | — | 1.34M | 1.35M | 1.35M | 742.17K |
| Goldman Sachs Group | 519.28K | 634.65K | 423.00K | 510.37K | 388.99K | 523.73K | 554.22K | 659.39K | 244.13K | 233.66K | 193.63K | 230.37K | 204.75K | 281.65K | 199.85K | 761.26K | 535.54K | 374.14K | 340.72K | 638.41K |
| MFS Investment Management | — | — | — | — | — | — | 153.56K | 158.74K | 390.88K | 486.19K | 517.13K | 937.44K | 850.51K | 867.83K | 917.83K | 867.27K | 1.06M | 815.87K | 727.21K | 507.50K |
| JPMorgan Chase & Co | 669.05K | 667.71K | 775.91K | 1.15M | 1.18M | 1.23M | 1.17M | 1.40M | 1.44M | 1.44M | 1.38M | 1.41M | 1.50M | 1.37M | 1.23M | 1.22M | 1.17M | 512.58K | — | 508.52K |
| Bank of America Corp | 415.21K | 411.12K | 392.66K | 370.93K | 354.30K | 366.64K | 400.02K | 381.19K | 368.70K | 376.85K | 462.66K | 407.16K | 399.50K | 414.18K | 456.78K | 488.67K | 455.72K | 423.70K | 419.57K | 468.75K |
| UBS Group AG | 93.82K | 89.70K | 82.62K | 58.05K | 67.48K | 118.92K | 134.40K | 147.51K | 151.19K | 137.54K | 141.70K | 119.61K | 152.37K | 279.13K | 283.27K | 429.77K | 454.89K | 376.03K | 341.47K | 286.05K |
| Legal & General Investment Management America | 131.24K | 137.59K | 137.46K | 137.61K | 167.52K | 134.68K | 184.93K | 190.89K | 191.94K | 184.87K | 193.65K | 196.26K | 222.62K | 209.35K | 215.95K | 227.01K | 221.97K | 232.24K | 218.35K | 217.97K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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