Lamar Advertising Co (LAMR) Hedge Fund Ownership (Q1 2026)

Lamar Advertising Co (LAMR)

689 + Investors. Track Smart Money conviction in LAMR. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LAMR

Based on 694 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added LAMR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

694 hedge funds hold LAMR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q

+90 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

360 buying293 selling

Last quarter: 360 funds bought or added vs 293 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 84 → 80 → 102 → 82. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 23% medium ■ 17% new

414 out of 694 hedge funds have held LAMR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

73 → 84 → 80 → 102 → 82 new funds/Q

New funds entering each quarter: 84 → 80 → 102 → 82. A growing number of institutions are discovering LAMR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 14% 1-2yr ■ 23% new

Entry-cohort mix of 701 holders: 446 (64%) are 2+ year veterans, 96 entered 1–2 years ago, and 159 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds

56 of 691 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in LAMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	689	675	2.07%
13F Shares	86M	88M	-2.78%
Total Value	$10.21B	$10.99B	-7.07%
New Positions	80	102	-22
Increased Positions	274	230	+44
Closed Positions	66	63	+3
Reduced Positions	225	242	-17
Total Calls	4	4	-
Total Puts	4	5	-20.0%
PUT/CALL Ratio	1.0	1.25	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

689

675

2.07%

13F Shares

86M

88M

-2.78%

Total Value

$10.21B

$10.99B

-7.07%

New Positions

102

-22

Increased Positions

274

230

+44

Closed Positions

Reduced Positions

225

242

-17

Total Calls

Total Puts

-20.0%

PUT/CALL Ratio

1.0

1.25

Neutral

Institutional Holders (2026 Q2)

689 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LAMR. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LAMR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	LFL Advisers, LLC	13.08%	313,640	$48.9M
2	Hamlin Capital Management, LLC	4.70%	1,340,213	$209.0M
3	Van Cleef Asset Management,Inc	3.30%	207,733	$32.4M
4	Ellerson Group Inc /Adv	2.61%	28,375	$4.4M
5	Palouse Capital Management, Inc.	2.57%	26,416	$4.1M
6	Miller Howard Investments Inc /Ny	1.94%	469,463	$73.2M
7	Ruffer LLP	1.86%	338,207	$52.7M
8	Anchor Capital Advisors LLC	1.80%	411,638	$64.2M
9	Gilman Hill Asset Management, LLC	1.66%	77,986	$12.2M
10	Egerton Capital (UK) LLP	1.64%	1,090,619	$170.1M
11	Hourglass Capital, LLC	1.41%	41,000	$6.4M
12	Advisory Research Inc	1.29%	82,766	$12.9M
13	Exit Wealth Advisors, LLC.	1.25%	17,575	$2.7M
14	Capital Investment Counsel, LLC	1.20%	62,094	$9.7M
15	Norden Group LLC	1.06%	82,932	$12.9M
16	Westco Advisory Services Inc /Adv	1.02%	10,858	$1.7M
17	WealthCare Asset Management, LLC	1.02%	15,748	$2.5M
18	Twin City Private Wealth, LLC	0.91%	8,285	$1.3M
19	Benedict Financial Advisors Inc	0.87%	28,754	$4.5M
20	Leith Wheeler Investment Counsel Ltd.	0.83%	69,687	$10.9M
21	Purkiss Capital Advisors LLC	0.81%	13,703	$2.1M
22	Sage Capital Management, LLC	0.79%	12,967	$2.0M
23	DAVENPORT & Co LLC	0.78%	1,012,248	$158.0M
24	Ibex Wealth Advisors	0.76%	62,149	$9.7M
25	Independent Solutions Wealth Management, LLC	0.63%	30,879	$4.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Lamar Advertising Co (LAMR)

What does the Smart Money Trend signal show for LAMR?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added LAMR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LAMR?

Slight buying edge — 55% buying: Last quarter: 360 funds bought or added vs 293 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LAMR holders?

Elite ownership — 56% AUM from top-100 funds: 56 of 691 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in LAMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LAMR?

60% of holders stayed for 2+ years: 414 out of 694 hedge funds have held LAMR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Lamar Advertising Co (LAMR)

Smart Money Signals — LAMR

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Steady growth — +15% more funds vs a year ago

Slight buying edge — 55% buying

Fewer new buyers each quarter (-20 vs last Q)

60% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 64% veterans vs 23% newcomers

Elite ownership — 56% AUM from top-100 funds

Institutional Sentiment Summary — LAMR

Hedge Fund Ownership: LAMR

Market Analysis: LAMR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LAMR

Hedge Fund Positioning: LAMR

Statistics: LAMR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Lamar Advertising Co (LAMR)

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