LAMR
Lamar Advertising Company · Real Estate · REIT - Specialty
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow +4.5% ·
net new positions +12.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 129 | +11 | 57.11M | $8.91B | +12 | — |
| Q1 2026 | 120 | -10 | 60.15M | $7.62B | +1 | −12 |
| Q4 2025 | 129 | +1 | 68.96M | $8.70B | +2 | — |
| Q3 2025 | 21 | 0 | 41.75M | $5.11B | — | −1 |
| Q2 2025 | 19 | 0 | 39.72M | $4.82B | +2 | −2 |
| Q1 2025 | 16 | +2 | 10.07M | $1.14B | +2 | — |
| Q4 2024 | 14 | +1 | 9.63M | $1.17B | +1 | — |
| Q3 2024 | 12 | +2 | 8.21M | $1.10B | +2 | — |
| Q2 2024 | 10 | — | 7.29M | $871.64M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 2.76M | +1.4% | $314.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.83M | -13.2% | $208.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 1.83M | -13.2% | $208.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.71M | -5.9% | $195.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.71M | -5.9% | $195.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 1.71M | -5.9% | $195.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Capital World Investors ✦ | 903.02K | -25.0% | $102.75M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Norges Bank ✦ (passive) | 851.41K | +81.0% | $96.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 659.31K | +426.0% | $74.34M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 659.31K | +426.0% | $74.34M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 659.31K | +426.0% | $74.34M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 659.31K | +426.0% | $74.34M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 659.31K | +426.0% | $74.34M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 537.63K | -11.9% | $61.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 537.63K | -11.9% | $61.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Millennium Management ✦ | 306.89K | +158.6% | $34.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 208.33K | +91.1% | $23.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 208.33K | +91.1% | $23.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Markel Group ✦ | 137.00K | +10.5% | $15.59M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 58.51K | +9.8% | $6.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 34.23K | +106.8% | $3.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 27.72K | -64.1% | $3.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Arrowstreet Capital ✦ | 13.60K | -78.0% | $1.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Marshall Wace ✦ | 11.90K | New | $1.35M | 0.0% | New | 1 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 4.11K | New | $467,522 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $1.35M | 0.0% |
| Two Sigma Investments | $467,522 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 687 holders, 85.31M shares, $10.17B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.